dknugo (@dknugo) 's Twitter Profile
dknugo

@dknugo

Ex Corporate VC | Black Belt at DeFi Dojo | Member of @AlfaDAO_, @SteakCapital

ID: 1046352560

linkhttps://dune.com/dknugo calendar_today30-12-2012 00:15:44

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dknugo (@dknugo) 's Twitter Profile Photo

Last week ~30% of trading volume on Uniswap (ethereum) was actually fake lol Volume is inflated by scam tokens (TRI, TWIS, NAMI, etc): dune.com/dknugo/dex-metโ€ฆ It means that Uniswap dominance measured by volume is not that big ;) Fluid ๐ŸŒŠ Ekubo

Last week ~30% of trading volume on Uniswap (ethereum) was actually fake lol
Volume is inflated by scam tokens (TRI, TWIS, NAMI, etc):
dune.com/dknugo/dex-metโ€ฆ
It means that Uniswap dominance measured by volume is not that big ;)
<a href="/0xfluid/">Fluid ๐ŸŒŠ</a> <a href="/EkuboProtocol/">Ekubo</a>
dknugo (@dknugo) 's Twitter Profile Photo

Race to zero, part II: Maverick Protocol fights back trying to inflate its volume on Ethereum. How? They've added liquidity to USDC-ETH pool with 0.01% fee tier ๐Ÿคฃ Just curious why a protocol with $11m TVL (mostly POL) is still trading at $54M mcap?

Race to zero, part II:
<a href="/mavprotocol/">Maverick Protocol</a> fights back trying to inflate its volume on Ethereum.
How? They've added liquidity to USDC-ETH pool with 0.01% fee tier ๐Ÿคฃ
Just curious why a protocol with $11m TVL (mostly POL) is still trading at $54M mcap?
dknugo (@dknugo) 's Twitter Profile Photo

sKAITO yield is going parabolic. Today airdrop for Kaito AI ๐ŸŒŠ ecosystem was ~30% ROI on my sKAITO bag (I hold 2 Yapybara NFTs as well since genesis mint and donโ€™t plan to sell them). Thank you Kaito team ๐Ÿ™

sKAITO yield is going parabolic. Today <a href="/miranetwork/"></a> airdrop for <a href="/KaitoAI/">Kaito AI ๐ŸŒŠ</a> ecosystem was ~30% ROI on my sKAITO bag (I hold 2 Yapybara NFTs as well since genesis mint and donโ€™t plan to sell them).
Thank you Kaito team ๐Ÿ™
Samyak Jain ๐Ÿฆ‡๐Ÿ”Š๐ŸŒŠ (@smykjain) 's Twitter Profile Photo

Fluid DAO will be buying $1.7M in $FLUID tokens over next 1 week. Already did the first buy of $100k ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ

Fluid DAO will be buying $1.7M in $FLUID tokens over next 1 week.

Already did the first buy of $100k

๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ
AlfaDAO (@alfadao_) 's Twitter Profile Photo

As we get closer to the end of the year, projects are fighting to get a spot on the calendar for TGE. This is exciting as it has opened many new opportunities with better R/R than the traditional overvalued 1+3 VC deals with limited runway and overcrowded teams. AlfaDAO

dknugo (@dknugo) 's Twitter Profile Photo

Yesterday liquidations on Fluid ๐ŸŒŠ were just ~17m$ (collateral seized). Mostly XPL and MaticX positions. For comparison almost $80m of collateral were liquidated on the 3rd of Febโ€™25 on Fluid (mostly ETH vaults) TLDR: Donโ€™t leverage shitcoins )) Source: dune.com/dknugo/fluid

Yesterday liquidations on <a href="/0xfluid/">Fluid ๐ŸŒŠ</a> were just ~17m$ (collateral seized). Mostly XPL and MaticX positions.
For comparison almost $80m of collateral were liquidated on the 3rd of Febโ€™25 on Fluid (mostly ETH vaults)
TLDR: Donโ€™t leverage shitcoins ))
Source: dune.com/dknugo/fluid
dknugo (@dknugo) 's Twitter Profile Photo

Valuation ratios of top money markets compressed a bit after recent market crash ๐Ÿ˜• Here's an animation for price/sales ratios from Sep 15 till now. Fluid ๐ŸŒŠ , Aave and Kamino hold up well. Euler Labs , Venus Protocol , Dolomite ๐Ÿ”๏ธ & Silo Labs | V3 Loading ๐Ÿงช are hit hard.

dknugo (@dknugo) 's Twitter Profile Photo

Price / fees dynamics. Added Compound Labs & Morpho Labs as well. Morpho pumped in spite of recent cliff unlock that doubled its market cap ๐Ÿ‘€ Compound's valuation is crazy, Kamino was rather stable, other money markets are on sale.

dknugo (@dknugo) 's Twitter Profile Photo

When estimating future Uniswap Labs ๐Ÿฆ„ buybacks you need to remember that 50-75% of trading volume of Uniswap (at least on Ethereum) is fake (=wash trading). This volume will disappear after fee switch. Details here: dune.com/dknugo/dex-metโ€ฆ

When estimating future <a href="/Uniswap/">Uniswap Labs ๐Ÿฆ„</a> buybacks you need to remember that 50-75% of trading volume of Uniswap (at least on Ethereum) is fake (=wash trading). This volume will disappear after fee switch.
Details here: dune.com/dknugo/dex-metโ€ฆ