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Feb 26 • 16 tweets • 11 min read
Five Projects With Upcoming Catalysts (a 🧵)

Here are 5 projects that have big upcoming catalysts. This thread includes a brief thesis for each, with links to additional reading material.

I think these will outperform the market in the short/medium term.
1. Synapse (@SynapseProtocol) $SYN

Synapse is the bridge with the best UX imo (+lots of vol).

Synapse is building an Eth L2 that will become a hub of cross-chain defi. High chance that the protocol is re-priced as the first L2 w/ it's own major bridge.

Also, some large twitter accounts are fans of Synapse, so you can be sure that once we get a hard date for the Synapse Chain launch, FOMO will accelerate.

ALPHA: You can farm Syn with stablecoins on most chains, but check out canto for some crazy yield (~31% APY!!!).
2. Yearn (@iearnfinance) $YFI

Yearn has two major catalysts in the works: yETH and veYFI.

yETH is Yearn's take on LSDs. It will offer exposure to a basket of LSDs w/ high APY from their huge store of veCRV to incentivize liquidity.

veYFI will supercharge Yearn's tokenomics.

Yearn already has zero inflation.

Implementation of veYFI will add profit sharing and gauges (i.e. potential for bribes and DAO demand for YFI to vote on vaults).

snapshot.org/#/ybaby.eth/pr…
3. Manifold Finance (@foldfinance) $FOLD

Manifold is in the MEV game. I'll admit that my brain isn't big enough to fully grasp the MEV space, but I do understand revenue...

Manifold is working on Sushi Guard, an integration with Sushi swap to capture MEV from all trades.
Revenue will be split 50/50 between Sushi and $fold stakers (see thread from @Riley_gmi for an estimate of the revenue this represents).

I think $fold gets repriced when Sushi Guard launches soon(tm).

$fold is 3.6x away from its bear mkt high in Sept 22

4. Pendle (@pendle_fi) $PENDLE

Pendle is a yield trading protocol, allowing users to speculate on the future yield of interest bearing assets or buy future assets at a discount.

They recently launched V2 which resulted in a significant increase in protocol activity.
Pendle has indicated that they will be launching on the new hub of defi: Arbitrum ($pendle is already trading on Camelot).

I don't think the market fully appreciates the possibilities this opens up, but I think it will...

5. Polygon (@0xPolygon) $MATIC

While this is probably the most consensus of my picks here, many people still fade $MATIC based on the existing L1.

This is understandable...Polygon regrettably has the worst UX of all the chains that I use.
However, Polygon is launching a number of zk based L2 scaling solutions, including zkEVM which will launch on March 27.

This represents a huge leap forward in rollup technology and could catalyze a new narrative.

What coming catalysts are you watching?

Let me know!
My favorite defi threadoors and hustlers:
@rektdiomedes
@crypto_linn
@crypto_linn
@CC2Ventures
@milesdeutscher
@2lambro
@CJCJCJCJ_
@Rightsideonly
@Slappjakke
@DAdvisoor
@ThorHartvigsen
@crypthoem
@CryptoShiro_
@defi_mochi
@RiddlerDeFi
@DeFiMinty
@WinterSoldierxz
@burstingbagel
cont.
@ShivanshuMadan
@DefiIgnas
@DeFiSurfer808
@0xOreo
@Subli_Defi
@DeFiMann
@_tolks
@TheDeFinvestor
@thehiddenmaze
@0xTindorr
I hope you've found this thread helpful.

Follow me @GarrettZ for more.

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More from @GarrettZ

GarrettZ Profile picture
Feb 25
New Defi Projects - Part 4 (a 🧵)

Here are another 10 interesting "new" defi projects you can use now (only protocols without a token are included):
1. Sismo Protocol (@Sismo_eth) - Polygon/Gnosis

Sismo is a reputation protocol that allows users to mint zk badges (SBTs) based on their on/off chain history. This allows for portable and private reputation verification.

Check now to see if you are eligible for any badges.
2. Bebop (@bebop_dex) - L1, Polygon, Arbitrum

Bebop is a @wintermute_t incubated DEX that provides gasless, slippage-free, many-to-one or one-to-many trades. Bebop is NOT an aggregator - Wintermute is providing liquidity for the DEX.

You can trade on Bebop now.
Read 15 tweets
GarrettZ Profile picture
Dec 19, 2022
New Defi Projects - Part 3 (a 🧵)

Here are another 10 interesting new defi projects you can use now (only protocols without a token are included):
But first, check out my previous "New Defi Projects" threads here:

Part 1:


Part 2:

Some of these projects have since launched or announced tokens (watch my twitter feed for updates).
1. nftperp (@nftperp) - Arbitrum

nftperp is a new defi primitive that allows you to take leveraged bets on the floor price of NFT collections.

You can currently long or short BAYC, MAYC, Punk, Milady, and Azuki w/ up to 5x leverage (you will need to get whitelisted first).
Read 14 tweets
GarrettZ Profile picture
Nov 5, 2022
New Defi Projects - Part 2 (a 🧵)

About a month ago I did a thread on 20 new defi projects with functional products, but no token.

I have since learned about a lot more new projects.

Here are 10 more defi projects you can use now that don't have a token:
But first, check out my previous thread here:

Some of the listed projects have already launched tokens or have confirmed that there will be airdrops in the near future. 👀
1/10 Y2K Finance (@y2kfinance) - Arb

Y2K is a novel new project that allows you to speculate on whether prominent stablecoins will maintain or lose their peg.

They just launched their prefarm and the yields are juicy based on 50 mil FDV (note: you risk losing $ - read docs) Image
Read 15 tweets
GarrettZ Profile picture
Oct 1, 2022
Products launched during a bear market are much more likely to succeed.

Here are 20 interesting new defi projects w/ active products and no tokens (focusing on stablecoin farming).

Use this time to try some new products, earn some yield, and maybe even qualify for an airdrop!
1/20 Gearbox Protocol (@GearboxProtocol) - Eth L1

Gearbox is a composable leverage protocol that allows you to leverage farm defi protocols.

Note: it is too late to pre-farm $gear tokens now, but when v2 launches (soon) you can earn a targeted ~10% target with stablecoins!
2/20 Voltz Protocol (@voltz_xyz) - Eth L1

Voltz is a new defi-primitive that will allow for AMM based interest rate swaps with leverage. Interest rate swaps are a huge market in tradfi and could be a big unlock in defi.

You can provide liquidity to their swap pools now.
Read 23 tweets
GarrettZ Profile picture
Jan 2, 2022
$HND (@HundredFinance) is a multichain money market (lending) with Curve style tokenomics. With a market cap of $10 mil, I think it is undervalued.

In this thread, I discuss:
1⃣Project Basics
2⃣Multichain Approach
3⃣Tokenomics
4⃣Integrations
5⃣Farming Yields
6⃣Price
1⃣Project Basics
HND is a money market where users can lend/borrow coins (similar to Aave/Compound).

It is a new project, launched in September by a well-respected figure in the space @vfat0 (his site, vfat.tools, is an important resource for yield farmers).
Hundred has a total of ~81 mil TVL across arbitrum, fantom, and harmony.

Many more chains are in the works.

The goal is to allow cross chain borrowing and governance (e.g., providing collateral on arbitrum and borrowing against it on harmony). Exp. early/mid 2022.
Read 24 tweets
GarrettZ Profile picture
Jan 1, 2022
How did my calls do in 2021? Specifically, this includes: $Toke, $Metis, $FTM, $Spell, & $Spool.

(Plus a few of my thoughts for 2022 at the end...)

I only started tweeting in September, but so far the results have been great.
$Toke (@TokenReactor) has shown the weakest gains on the list because:
- My original thread was at timed poorly on the chart
- The high APRs have suppressed prices (the market cap is currently ~2x my original call)
- The thesis hasn't had time to play out yet.
Still, the growth has been fairly good when you include the APR.

I expect that Tokemak is just getting started and will have a good 2022. When the reactors are up and running, I think many in the space will realize how vital Tokemak is.

Read 19 tweets

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