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The DeFi Investor

@thedefinvestor

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77 Followers
The DeFi Investor pfp
The DeFi Investor
@thedefinvestor
Why I'm still bullish on crypto? • FED rate cuts are coming • US elections are 3 months away • FTX users will soon get $16B in cash • Stablecoin supply keeps growing • US slowly becomes crypto-friendly Q3 has historically always been choppy. The real fun starts in Q4.
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The DeFi Investor
@thedefinvestor
Trump's VP pick JD Vance held $250k BTC in 2022 - and probably has even more now. On top of this, Vance critized SEC's anti-crypto policies many times in the past. Trump picking him as VP is a big win for crypto.
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The DeFi Investor
@thedefinvestor
Farcaster hit a new ATH in unique casters last week🔥
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The DeFi Investor
@thedefinvestor
Ethereum gas price is at its lowest level in years. All while L2s activity is at ATH. Ethereum is finally scaling.
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The DeFi Investor
@thedefinvestor
I'm extremely bullish on Ethena. With only 1.5b USDe in circulation, the protocol is generating as much revenue as MakerDAO, which is by far the largest stablecoin protocol. If Ethena's USDe reaches 10b supply, it would generate $2b in revenue at the current rates.
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The DeFi Investor
@thedefinvestor
Layer 2 TVL hit a new ATH today. Just one month before Ethereum's Dencun Upgrade launches.
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The DeFi Investor
@thedefinvestor
ETH has so many bullish catalysts now that I lost count • Dencun Upgrade is confirmed to happen in March • ETH recently became deflationary again • a spot ETH ETF could be approved in May • restaking hype led to less circulating ETH supply Imo there's no way ETH doesn't eventually pump in Q2
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The DeFi Investor
@thedefinvestor
When I first heard of Warpcast I thought that it's just a X copychat. But it's way more than that: > channels let you find posts about exactly what you're looking for > Frames make possible building things that were never possible before Only thing I wish is that crypto payments for data storage would be accepted
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