Twitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/36-interview-with-contango_xyzStory of the teamWhy is contango a better derivative?Future plans & how they plan to overcome challenges i mention from my previous tweetwhat do they team thinks its required to make it in crypto“Contango offers the first expirables in defi. Read a brief recap here:” “In early 2021, @KamelAouane started flirting with the idea of cash and carry (CnC) in defi. Bu...

Twitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/36-interview-with-contango_xyzStory of the teamWhy is contango a better derivative?Future plans & how they plan to overcome challenges i mention from my previous tweetwhat do they team thinks its required to make it in crypto“Contango offers the first expirables in defi. Read a brief recap here:” “In early 2021, @KamelAouane started flirting with the idea of cash and carry (CnC) in defi. Bu...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/how-to-improve-your-crypto-researchHow to find projectsHow & Tools to vet a project⭐Thinking framework with 🐑 exampleHave a routine, its like gym (im fat tho)ImageIt about having a system making it easy for you and here's mine@thedailydegenhq Daily news’s “New protocol” sector always good@AresLabs_xyz by @afrectz new project pings with short bio and who’s following is always good...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/how-to-improve-your-crypto-researchHow to find projectsHow & Tools to vet a project⭐Thinking framework with 🐑 exampleHave a routine, its like gym (im fat tho)ImageIt about having a system making it easy for you and here's mine@thedailydegenhq Daily news’s “New protocol” sector always good@AresLabs_xyz by @afrectz new project pings with short bio and who’s following is always good...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/30-camelotdexCamelot TLDRWhat is CamelotThe $Grail tokenKey stats to look atImageCamelot is a swap that supports Uniswap V2 & curve-like stable swap with some additional features with project’s need in mind, making it the go to launchpad & swap of different new arbitrum projects. Camelot is dex with dual AMM model (uniswap v2 & curve-like stable swap) with additional features such as a...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/30-camelotdexCamelot TLDRWhat is CamelotThe $Grail tokenKey stats to look atImageCamelot is a swap that supports Uniswap V2 & curve-like stable swap with some additional features with project’s need in mind, making it the go to launchpad & swap of different new arbitrum projects. Camelot is dex with dual AMM model (uniswap v2 & curve-like stable swap) with additional features such as a...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/26-smileefinance-decentralized-volatility In the threadTLDRWhat is Smilee financeHow does it workWhat does it enableOpportunity & ChallengesSummary & how I would play itImageSmile financee allow users to speculate on volatility within a time frame on top of liquidity providers (1st product). Users are trading on the potential implement loss or implement gain on the LP pair They have ju...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/26-smileefinance-decentralized-volatility In the threadTLDRWhat is Smilee financeHow does it workWhat does it enableOpportunity & ChallengesSummary & how I would play itImageSmile financee allow users to speculate on volatility within a time frame on top of liquidity providers (1st product). Users are trading on the potential implement loss or implement gain on the LP pair They have ju...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/25-contango New Dex with a cheaper way for you to leverage long/short? Leverage trading with expirables In this threadTLDRHow does it workWhat does it enableOpportunities & ChallengesHow I would value it, what metrics to look atSummaryImageContango is a decentralized market for expirables. Contract to buy or sell ETH at a fixed price & date. Cheaper to leverage trade than perpetual dex...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/25-contango New Dex with a cheaper way for you to leverage long/short? Leverage trading with expirables In this threadTLDRHow does it workWhat does it enableOpportunities & ChallengesHow I would value it, what metrics to look atSummaryImageContango is a decentralized market for expirables. Contract to buy or sell ETH at a fixed price & date. Cheaper to leverage trade than perpetual dex...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/34-morpholabsMorpho TLDRWhat & How does Morpho worksProtocol metrics🐑Lambroz’s speculationHow 🐑Lambroz would play thisSummary@Morpholabs is a Peer-to-Peer layer on top of peer-to-pool lending protocols. It improves rate for both lender & borrower by reducing spread of borrowing it’s peer 2 peer model. Morpho is a peer-2-peer layer built on top of aave & compound. Users interact with ...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/34-morpholabsMorpho TLDRWhat & How does Morpho worksProtocol metrics🐑Lambroz’s speculationHow 🐑Lambroz would play thisSummary@Morpholabs is a Peer-to-Peer layer on top of peer-to-pool lending protocols. It improves rate for both lender & borrower by reducing spread of borrowing it’s peer 2 peer model. Morpho is a peer-2-peer layer built on top of aave & compound. Users interact with ...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/26-timeless_fi-s-bunniTLDR of Bunni financeWhat is BunniHow does it add VE into uniswap v3OpportuntiesHow would i play itSummaryBunni finance is a uniswap v3 but it’s LP position as erc-20 tokens instead of NFTs. Users can deposit into uniswap v3 via bunni and earn additional reward boosted by vetokenomics.ImageBunni aims to maximize liquidity on uniswap v3 and enable other projects to...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/26-timeless_fi-s-bunniTLDR of Bunni financeWhat is BunniHow does it add VE into uniswap v3OpportuntiesHow would i play itSummaryBunni finance is a uniswap v3 but it’s LP position as erc-20 tokens instead of NFTs. Users can deposit into uniswap v3 via bunni and earn additional reward boosted by vetokenomics.ImageBunni aims to maximize liquidity on uniswap v3 and enable other projects to...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/33-crypto-native-story-v3-thorhartvigsenThor introHow did he fall into the rabbit holeContent Creator journeyMost Rekt Crypto experienceMain2023goalFavourite memeWhat is required to make it in cryptoImageI am a 23 year old student doing my bachelors degree in computer science & economics in Copenhagen & live in a dorm with my gf Besides my studies I research different aspects of DeFI a...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/33-crypto-native-story-v3-thorhartvigsenThor introHow did he fall into the rabbit holeContent Creator journeyMost Rekt Crypto experienceMain2023goalFavourite memeWhat is required to make it in cryptoImageI am a 23 year old student doing my bachelors degree in computer science & economics in Copenhagen & live in a dorm with my gf Besides my studies I research different aspects of DeFI a...

hidden gem of defi lending high leverage+Decentralised Undercollateralized lendingGearbox TLDRWhat is gearboxHow does it work$gear tokenOpportunity & ChallengesHow🐑play the $gear token trade, what catalyst i followSummary Gearbox enables high leverage with undercollateralized loan for DeFi user via using smart contracts to hold “leveraged assets” to avoid the bad debt. Gearbox is a dao run protocol leverage protocol, allowing anyone to take DeFi-native leverage across dao approved whiteliste...

hidden gem of defi lending high leverage+Decentralised Undercollateralized lendingGearbox TLDRWhat is gearboxHow does it work$gear tokenOpportunity & ChallengesHow🐑play the $gear token trade, what catalyst i followSummary Gearbox enables high leverage with undercollateralized loan for DeFi user via using smart contracts to hold “leveraged assets” to avoid the bad debt. Gearbox is a dao run protocol leverage protocol, allowing anyone to take DeFi-native leverage across dao approved whiteliste...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/31-crypto-native-story-v1TN introHow did he fall into the rabbit holeDeFi found journeyMost rekt crypto experienceInteresting crypto storyMost rekt crypto experienceInteresting crypto story2023 GoalImageHello and GM, I’m TN, the CEO and co-founder of @pendle_fi . And before all of these, before Pendle back in the early days of crypto in 2017, I was also part of the founding team of @Ky...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/31-crypto-native-story-v1TN introHow did he fall into the rabbit holeDeFi found journeyMost rekt crypto experienceInteresting crypto storyMost rekt crypto experienceInteresting crypto story2023 GoalImageHello and GM, I’m TN, the CEO and co-founder of @pendle_fi . And before all of these, before Pendle back in the early days of crypto in 2017, I was also part of the founding team of @Ky...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/29-vela_exchange-interviewRecap of VelaStory of VelaVela VisionHow to win trading vol over competitorsDates to keep an eye on👀Alpha for community 👀What is require to make it in crypto?Vela Exchange is a perpetual trading DEX built with the goal of bringing CEX speed / tooling to the DEX space without sacrificing the benefits of on-chain trading. Smart 🐏 got a thread for u alreadyIma...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/29-vela_exchange-interviewRecap of VelaStory of VelaVela VisionHow to win trading vol over competitorsDates to keep an eye on👀Alpha for community 👀What is require to make it in crypto?Vela Exchange is a perpetual trading DEX built with the goal of bringing CEX speed / tooling to the DEX space without sacrificing the benefits of on-chain trading. Smart 🐏 got a thread for u alreadyIma...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/27-pendle_fi-interviewRecap of PendleStory of PendlePendle VisionThinking process of adding new listingChallenges to overcomeAlphaKindest thing someone didPendle is a yield-trading protocol that lets users buy crypto assets like ETH, LOOKS and APE at a discount.ImageThe founding team is made up of many of my long time friends. We worked together on several projects since 2017 but it wa...

ImageTwitter : 2lambro Substack : 2lambroz.substack.com lens : 2lambroz.lens https://2lambroz.substack.com/p/27-pendle_fi-interviewRecap of PendleStory of PendlePendle VisionThinking process of adding new listingChallenges to overcomeAlphaKindest thing someone didPendle is a yield-trading protocol that lets users buy crypto assets like ETH, LOOKS and APE at a discount.ImageThe founding team is made up of many of my long time friends. We worked together on several projects since 2017 but it wa...