Fundamental and thesis-driven crypto investment firm. No investment advice
New York
- Tweets 787
- Following 34
- Followers 2,644
- Likes 4,032
Stablecoin Expansion ↔️
Stablecoin is one of the most obvious growth areas of crypto
Issuance up 2X in past 18 months. Up 10X in last 5 years
There is a liquid token that is the clear indexed-way to play this secular trend w/o having to pick winners and losers. Category leader with no competitor. Top tier team. Fully vested. Fair valuation. Built and endured through many cycles
Bc it’s biz model has evolved so much in the last 2 yrs - we believe it is poorly understood by the mkt and mispriced for the opportunity ahead
Memo coming in the next 1-2 weeks
Stablecoin Expansion ↔️
7
490
Goldlink Mainnet Beta
Goldlink has built on-chain leveraged prime broker - enabling high yield lending that can be borrowed uncollateralized and deployed in specific whitelisted vaults. This makes it both safe for depositors, and capital efficient for lenders.
Their first one is a 4x leverage funding rate strategy with @GMX_IO - with more perp protocols to be supported soon. The team has strong defi roots as early employees at @dYdX
Congrats on their mainnet launch and their vision to build on-chain institutional defi solutions!
After months of development, testing, and auditing, GoldLink’s Beta is now live on @Arbitrum! The first lending pool is open for deposits, and borrowers can quickly obtain and deploy loans with 4x leverage funding rate farming across @GMX Markets
goldlink.io/
1
6
791