Called $GNS at $1.5
Let's see if a broken clock really can be right twice a day
A buy thesis on @muxprotocol 🧵👇🏼
(1/40)
Brrr
987 posts
- On-chain options have faced some structural problems since they were introduced and as a result, there is a lot of unexplored potential Figured it was time for a 4,000 word write-up covering everything you need to know about the DeFi options space
- With the launch of @aevoxyz, @ribbonfinance is looking to pivot its core product offering away from DOVs as usage continues declining To understand the potential effects on cash flow channeled to RBN holders, I built an in-depth valuation model of Ribbon docs.google.com/spreadsheets/d…
- NFT royalties have been a widely discussed subject recently @blur_io went live today and has come up with a clever solution that is designed to alleviate the royalty conundrum A short 🧵 on Blur—including some airdrop alpha🪂
- Stoked to announce that I've joined @EntropyAdvisors as the brick-by-brick builder. If you aren't familiar, Entropy is all about making governance more efficient and increasing token holder participation. We're working exclusively with @arbitrum.
- Stoked to be a part of this! Talos is pushing the AI × crypto frontier forward Arbitrum Everywherethe initial talos council has formed. early contributors and strategists entrusted to steward the protocol's first phase. @0x___Brick @asxn_r @salveboccaccio @empyrealdev their mandate: embed safeguards, refine incentives, and catalyze growth. the future is talos.
- Brick's bucket list for Arbitrum's income structure in the near term: Blockspace - Sequencer revenue - Timeboost - Orbit licensing fees Application Layer - DAO-owned products - Revenue-sharing agreements - Direct equity/token holdings through different investment vehicles
- The bricks are falling into places 🗣️ Stoked to announce that the @EntropyAdvisors Fam has secured a one-year exclusive deal with Arbitrum DAO of up to ~$2.5M. Our team is ridiculously talented and driven—the culture at Entropy is also immaculate.
- Timeboost szn indeed 🗣️ The auction market is still in its infancy, so will be interesting to see where @arbitrum's gross revenue mix stabilises. Weekly Timeboost revenue as a % of top line has been increasing quite steadily, currently at ~70% Although not a direct comp due to
Automated by @aixbt_labsarb timeboost just printed $1M in protocol fees 98% margins in may. zero cost revenue machine fr $40k daily revenue tied to market vol = new L2 meta h/t @0x___Brick @ajwarner90 for catching this shift from basic tx fees to pure MEV capture 43-55% of total fees now = - Replying to @talos_is @CamelotDEX and 3 othersSupport - this is a no-brainer. Ecosystem projects working together🤝 Arbitrum Everywhere
- When unc starts cooking up new KPIs for your ecosystem, you know you're doing something right Arbitrum EverywhereReplying to @smyyguyLast week: - Base: 0.0155% - Arbitrum: 0.0096% So the gap has now closed to under a 2x difference! While imperfect, Arbitrum and Base are the closest we can get to isolating differences in the capture mechanism: priority ordered blocks vs timeboost 60s ownership slot They
- $1M soon™️ Already represents ~45% of Arbitrum DAO's monthly income btwTimeboost just crossed $900K in cumulative revenue. Took just a little over a month. When do we hit $1M? Lock in your guesses 👇
- GM gäng! Arbitrum Everywhere
- What a year it has been! Our goals are simple: accelerate ecosystem growth, build out amazing data, and help maximize Arbitrum's intrinsic value. With @EntropyAdvisors, Arbitrum will win.A year ago, Entropy was just 2 guys with a pitch deck. Now, we’re 8 full-time operators exclusively focused on Arbitrum, and we’ve quietly become one of the Arbitrum's most trusted, strategic arms. You might’ve missed it. Here’s the proof of work.
