Crypto Nova Profile picture
Mar 2 10 tweets 5 min read
1) ⚠️ FA CLASSES PART 4 HOMEWORK REVIEW⚠️

You were given the assignment to review 2 projects based on ''tokenomics'' only.

• $MNW
• $APT

Here's my review on how I work to make a project pass our ''FA analysis' ' 🧵 👇 Image
2) $MNW

The token is the main fuel that allows their middleware solution (their product) to work.

Tokens can be used as a value based utility or to pay for transaction fees.

⏩ Almost 80% of the supply is unlocked (circ vs total supply). Image
3) $APT

The token is used for:

• Governance: holders can vote.

• Network fees: pay for transactions.

• Validators staking: secure the blockchain.

⏩ Almost 20% of the supply is unlocked (circ supply vs total supply). Image
4) Both tokens add tremendous value to their products.

$APT however has a massive amount of sell pressure still to be unlocked on the market.

It's fully unlocked value would be the 7th most expensive crypto on the planet.

Billions still to be unlocked.
5) It's kinda hard to imagine a big roi from current prices.

$MNW already has 80% unlocked with only a few millions of valuation to be entering the market.

In terms of upside and roi I would prefer the tokenomics of #MNW.
6) Keep in mind that this doesn't mean $MNW would be the better project.

These are different in what they are doing and I would actually prefer $APT above #MNW if they had the same market cap and unlock ratios.

#APT is a next generation blockchain and praised by millions.
7) Upside and valuation are real factors to consider however which would make $MNW the better investment.

A good analysis considers the bigger picture which tokenomics are a great part off.

Unless you are a sponsor, any investor would do well to look at the entire puzzle.
8) Shoutout for taking the effort and posting your findings:

@Tribunus80
@TheEnth69763407
@mpda9_paulo
@mcadroit3

There are others who have posted excellent results but I like to rotate shoutouts every week.

(can only post 4 images in a tweet) ImageImageImageImage
9) If you like these classes make sure to put on your notifications for the next upcoming ''FA SERIES''.

Know-how and analysis on partnerships is next.

Stay tuned ⏰

Nova out 💟
Forgot to quote tweet the original "FA class" this thread was in response 2.

FA class part 4: tokenomics down below 👇

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More from @CryptoGirlNova

Mar 3
1) With the launch of #Arbitrum and the upcoming blockchain from coinbase (#base) layer-2 protocols without their native token in gas fees have become more popular.

Another protocol that follows this niche is @LightLinkChain 🧵👇 Image
2) #LightLink is a Layer 2 blockchain secured by Ethereum, purposefully built for Metaverse, NFT and Gaming applications.

It promises:

• Low cost
• High speed
• Effortless scale

Their chain is secured, and decentralised by Ethereum. Image
3) By choice #LightLink does not use its own token for gas fees.

Instead it uses $ETH to process transactions to remove the hurdle of having to always swap to other coins to use a chain.

It uses #ETH et a far lower cost however.
Read 10 tweets
Mar 2
1) I've asked thousands of people for their most recommended crypto project.

Here's what they said 🧵 👇

(Some of these you've never heard before) Image
2) $SPIN

@spin_fi is a decentralized trading platform built on $NEAR.

The hype has been building and people have been going crazy over their ongoing #airdrop.

Their platform looks promising and is launching soon.

⏩ Soon to be released.
3) $METIS

@MetisDAO has been trending a lot lately and its TVL continues to rise.

With layer 2 season ongoing and its recent partnerships #Metis might have its own ecosystem bullrun soon.

⏩ Sitting at a 136m market cap.
Read 20 tweets
Mar 1
1) It's no secret that presales have given the highest returns overnight.

I've analysed more than dozens of launchpads and here's who came out on top 🧵👇
2) Public presales are a way for investors to purchase tokens at a possible lower price level than they would ever get on the market.

Companies in return are able to secure initial funding.

To make these presales happen however they need a suitable platform.
3) These are called launchpads.

It's almost impossible to participate in many different presales without the help of these.

Because there are so many of them, I've taken a look at the most recommended one.

The one who produced the highest average return from every presale ↓
Read 16 tweets
Feb 28
1) @FinanceChainge is often called the most "liquid dex" on the market.

What is the reason however people can get the absolute best prices for their trades on here? 🧵👇

#Chainge $Chng Image
2) There are 2 kind of dexes out there in today's market:

• Single-chain dexes that let you trade assets on the same chain only.

• Multi-chain dexes that let you trade assets on all chains together.

There are pros and cons to either of these.
3) At first glance a multi-chain dex looks far superior since you can trade anything from 1 single place.

While this is true, they also sacrifice security and efficiency to achieve this.

We've seen a lot of hacks in the past caused by bridging assets which is caused by this.
Read 9 tweets
Feb 27
1) ⚠️ FA CLASSES PART 4 ⚠️

As part of our weekly FA classes, we'll start with the 4th step of researching a cryptocurrency:

''Analysing the tokenomics of a crypto project''

Case-study and homework provided down below 🧵 👇

➡️ You will have 2 days to participate ⏰
2) People often forget that we are buying cryptocurrencies and not stocks.

They think they are investing into the project or company when they buy a token.

⏩ You don't.

Unlike traditional stocks, cryptocurrencies don't represent the project.
3) This basically means the project can be a giant success while its crypto token is still worthless.

⏩ Not all projects need a crypto token.

There needs to be a specific reason why a crypto token is needed.

⏩ Its value capture.

That reason is called the tokenomics.
Read 18 tweets
Feb 27
1) The $Metis ecosystem TVL is rising and one of its leading dex is rebounding strongly.

Can this dex pave the way forward to a bigger and better ecosystem?

Let's find out 🧵👇

@hummusdefi $hum
2) $HUM is a proven single-side and decentralized AMM designed for exchanging stablecoins on $METIS.

Users can swap stablecoins on Hummus with extremely low slippage and fees.

They can also stake stablecoins to generate yield, and stake HUM tokens to boost that yield.
3) $HUM is the first and only dedicated stableswap on Metis.

There are several advantages over traditional swap protocols:

• No impermanent loss.
• Single-side liquidity provision.
• Ultra low slippage.
• Minimal fees.
• High capital efficiency.
• Easy scalability.
Read 9 tweets

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