Pazzekalle ◱ ◱ (@pazzekalle) • Hey
Investor
Publications
- one more code available.
blast.io/BR2Q4
- X-Xu1wzVH6dSiywh0Ih4wjnWSTu8tcl6TFyUcMxbnv-4UtO5XGaEvA2dwEDqn4NuBAIhbZ6O7kncjj1-VpXkBol0Fph47eUo0NeL1AmaW844zrVGquTQm_b6NYrH6HH8_yDsQIxeWWUeHP-k-WSBg-CAnAQa8ZueIVm71fHDs7ifUCc8tUT0KYjM_IMWNgAb
- Some Blast codes:
http://blast.io/CZVA7
http://blast.io/TACTT
http://blast.io/1AV67
http://blast.io/XDO7C
- Lenny is heading to Devconnect and @lens/ethglobal İstanbul
- I just voted on "CRAB VOTE: What Percentage of $SHELL Should be Unlocked at TGE?" https://snapshot.org/#/shellprotocol.eth/proposal/0xf552a1adc91b29e2fb9831d81e9eb347bb820d2ffef4a9f952cb94deacd4421d #Snapshot
- I just voted "I approve AGP-1" on "AGP-1 - Aevo New Governance" https://snapshot.org/#/rbn.eth/proposal/0x3ce7f60504082e1bd85aa39f26bdd98d3ebc74a60ad72593a1e89627731ec1da #Snapshot
- I just claimed "AISC DAY 1 - Linea" on Coinvise, check it out!
https://coinvise.co/AlphaInsiders/Linea
- I just voted on "Bored Town x Optimism Art Contest (Top 10)" https://snapshot.org/#/boredtown.eth/proposal/0xd823a79c7dc628f1fe01ce7ab745c7e1d826bd7bb0b19679c19c007384251e74 #Snapshot
- I just voted "Confirm (Funding Treasury - 10%)" on "GMX v2 Fee Split" https://snapshot.org/#/gmx.eth/proposal/0xd08ad5d5ce7439f5e9fbc59b1d5c94b98deb01e802a0d718e7cac743a4a06627 #Snapshot
- I just voted "Yes" on "Stargate Deployment On Kava" https://snapshot.org/#/stgdao.eth/proposal/0xed5fe9d40c9e82a53c548d4458fdca91d6d26c12cc34303c205906b5e1854e29 #Snapshot
- Short crypto status quo and my condensed thoughts:
-I would name this short update "now is the time" as I believe BTC is ready to go higher in 2023 and significantly higher in 2024/25.
-Considering that the BTC halving (details here https://rb.gy/008yd) is around 9 months away, I believe it's time to add more aggressively to BTC holdings. Be aware that the halving does not necessarily cause the price to spike on that specific block height but usually causes a supply/demand inequilibrium and the upwards move follows a few weeks/months later.
-I do believe that dips below 28-30k will now be bought up relatively quickly. Considering also that inflation has now reached a somewhat acceptable level (https://truflation.com/), China is printing money, the economy probably manages to get away with a soft landing and last but not least BTC ETFs are on the near/mid term horizon (and probably above 50% likely). I am sure you know that pretty much all major Tradfi players have now handed in an application for a BTC ETF. The buying pressure that could arise from an approval would be enormous.
-In terms of key risk factors that are not along the lines of a black swan full out nuclear war I would think that the worst could come from a Binance implosion, SEC wins Ripple lawsuit, SEC goes for another crypto entity eg Kraken or Tether, SEC closes/regulates the stable coin market significantly.
-One further point to mention is also that the case study of El Salvador adopting Bitcoin could become very interesting once BTC moves to 6 digits and basically buys back all its debt in the market at significant discount. Imagine how other Asian, African and South American countries would feel the FOMO once this becomes a reality.
-In terms of my specific crypto holdings I am still 80%+ BTC with some capital allocated to ATOM, PulseChain, Arbitrum. I have depleted most of my stable coin holdings and mostly purchased BTC with that capital.
-I also think that GBTC remains interesting and I have purchased a bunch a month ago when the ETF applications came flying into the SEC office. At a discount of still 35% to the actual BTC price I do think it's a no brainer. There was also some rumours that Blackrock would purchase the whole of Grayscale (owner of GBTC) and I think if this were to happen the discount would instantly be at 0% and if Grayscale will not sell their holdings I do think they believe that they are fine which should also drive the discount to 0%.
-Anyway have a good week. WAGMI
- I just voted "Yes" on "MIP-23: $MNT Supply Optimization in Preparation for Launch" https://snapshot.org/#/bitdao.eth/proposal/0x8446404bd2dbd6a0b6b3a70dd2db64bd5b4a5408684aa93b263623fa0fdc0e85 #Snapshot
- I just voted "Yes" on "$ARB Token Allocation" https://snapshot.org/#/stgdao.eth/proposal/0x108a9e597560c4f249cd8be23acd409059fcd17bb2290d69a550ac2232676e7d #Snapshot
- I just voted "Yes" on "Ammendment to SIP#20 - Continued Balance and Rebalancing" https://snapshot.org/#/stgdao.eth/proposal/0x5280241b4ccc9b7c5088e657a714d28fa89bd5305a1ff0abf0736438c446ae98 #Snapshot
- I just voted on "How to return the GHST from the 0VIX exploit that was transferred to the Aavegotchi DAO Treasury to 0VIX users" https://snapshot.org/#/aavegotchi.eth/proposal/0xc07c2073c7e5bbc711418a67a167a7eae18880d6f4b3e0b141166a12e44afdc3 #Snapshot
- I just voted "YES" on "CRAB VOTE: Should Shell create a $REUNI pool?" https://snapshot.org/#/shellprotocol.eth/proposal/0x635ce1ae4488adf818bb030aa721bd0919a28406d4095f845363db0c1ca545f5 #Snapshot
- I just voted "YES" on "CRAB VOTE: Should Shell create a $STG pool?" https://snapshot.org/#/shellprotocol.eth/proposal/0x1ead4285d43b29440c03ed7187fc5fb9b5ee63d61856fb8021e4c3d411134b6b #Snapshot
- See through our Lens
- Follow me on debank at https://debank.com/profile/0x6d81fbdba7cc3afb7926f80c734965746b297668
- I just voted "Yes" on "MIP-22: Mantle Token Design, Conversion Parameters, and Asset Handling" https://snapshot.org/#/bitdao.eth/proposal/0x950dac4d5715b8aa8eab29c484b1c9dd0eed161141262b0425874f65be4d9f8e #Snapshot
- This should be a campaign 👀 for the summer ☀️🌿
Lets grow some seeds
🪴🪴🪴🪴🪴
🌿🌿🌿🌿
🌿🌿🌿
🌿🌿
🌿
🌱💦
- I just voted "On the beach" on "Poll by @stani.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0x89153315ca139e7336b09fc8dd6f96a9f8576884e92265b53732484e693222ce #Snapshot
- I just voted "Yes" on "Update Stargate EqReward Design" https://snapshot.org/#/stgdao.eth/proposal/0x04df8aafa123cf995b4ef28e0d28c4987ae09a41a4396235bd9c7368b05fdc80 #Snapshot
- I just voted "yes" on "Fantom Pool Windup" https://snapshot.org/#/stgdao.eth/proposal/0xe485f7c2bb4f7843d4ce353ae82f19dcf017e70e917bad28f70ff8b231b57deb #Snapshot
- I just voted "Option 1 (Only Front)" on "What is the Linea SWAG that you would like to see at upcoming events? " https://snapshot.org/#/linea-build.eth/proposal/0xda4f201a37ea08cf1892418e7b9e88f5687a68dbdc96c3ab22abaa1c7244648e #Snapshot
- I just voted "Option 1 (Only Front)" on "What is the Linea SWAG that you would like to see at upcoming events? " https://snapshot.org/#/linea-build.eth/proposal/0xda4f201a37ea08cf1892418e7b9e88f5687a68dbdc96c3ab22abaa1c7244648e #Snapshot
- I just voted on "[TEMP CHECK] Add ARB to Arbitrum Aave v3" https://snapshot.org/#/aave.eth/proposal/0x058f8e69b69a27495ee9796fc6952326d94eb24fe0071050db166d5d5e1da242 #Snapshot
- I just voted "Yes" on "Velodrome Strategy Update" https://snapshot.org/#/stgdao.eth/proposal/0x6b703b90d3cd1f82f7c176fc2e566a2bb79e8eb6618a568b52a4f29cb2f8d57b #snapshotlabs
- I just voted "Optimistic L3" on "Poll by @stani.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0x103d7bdc9ac970611636ab1be7e15c53fd26ea8193fdd78fd5c0ce57a73cfde1 #snapshotlabs
- I just voted "Yes 🫡" on "Poll by @yoginth.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0xe27f5f42b5e3945884bd5346e45d4c66c7ecadd963f2b53d1b0e949dd79521d2 #snapshotlabs
- I just voted "Yes ✅" on "Poll by @yoginth.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0x04e4c4bceee9ed9e54b6012d566d139e7c334829ddf27307fd11fd29882f7950 #snapshotlabs
- **Guide to Polygon NFTs**
With a string of a-list partners and an ever-expanding ecosystem, Polygon is a network that’s worth paying attention to. However, Polygon NFTs are relatively lesser-known, perhaps because many wallets don’t fully support them.
In this post, we explore Polygon NFT marketplaces and top NFT collections.
📈 **Polygon NFT marketplaces**
Many NFT marketplaces support Polygon — below are the leading ones in terms of volume.
**1. OpenSea**
The best-known NFT marketplace, @opensea.lens added Polygon in August 2022. Despite lots of competition, OpenSea has the largest trading volumes for Polygon NFTs.
Besides trading, OpenSea also lets anyone easily create Polygon NFTs with “lazy minting”. With this method, no gas is paid until the NFT is sold.
**2. MagicEden**
Originally focused on Solana, MagicEden has grown into a cross-chain NFT giant. The marketplace added support for Polygon in November 2022.
MagicEden also has lots of tools to help creators successfully sell NFTs. This includes whitelists, launchpads, and auctions. This isn’t open to all, and there is a vetting process for creators to ensure quality.
**3. Dew**
Currently in invite-only, Dew.gg is a dedicated Polygon NFT marketplace aggregator tailored for pro traders on the Polygon network. Despite still not being fully open, Dew has been steadily gaining trading volumes.
Dew offers features that help traders, such as fast listing updates, floor sweeping, and advanced charts. To get access to Dew, you need an invite from one of the existing users (each user gets 5 invites).
🔍 **Polygon NFT collections**
While Polygon has lots of run-of-the-mill PFP collections, it’s also home to some of the most interesting NFT experiments.
**1. Y00ts**
Launched in September 2022 on Solana, y00ts is a generative art project with 15,000 NFTs.
The project made headlines when De Labs, the company behind y00ts, got a $3 million grant from Polygon to move the collection from Solana to the Polygon blockchain. The transfer started in March, and now over 12k NFTs are on Polygon. With a 2 ETH floor, it’s currently the top collection on Polygon.
**2. Lens profiles**
@lensprotocol handles are a hot commodity — still, only whitelisted addresses can mint the handle.
While mining is free, the floor price is over $200. The total volume traded is over 4.2 million MATIC, according to MagicEden.
Collected Lens posts are also Polygon NFTs. However, a different collection is created for each post. So the market is somewhat fragmented and posts rarely feature in the lists of trending NFTs.
**3. Reddit Collectible Avatars**
Reddit chose the Polygon blockchain to launch the sale of their collective avatars. Reddit sold over 10 *million* NFTs with a total market cap exceeding $75 million.
Recently, Reddit launched the second wave of avatars from 100 different artists. Each artist has a separate NFT collection.
**4. Sandbox land NFTs**
In November 2022, Sandbox, the popular metaverse and gaming platform, started to sell their digital land as Polygon NFTs, moving on from Ethereum.
Most Sanbox land plots are now traded on Polygon with a total volume of over 6.2 million MATIC. The land isn’t cheap: the average price is over 1,000 MATIC.
**5. Unstoppable Domains**
Similar to ENS, Unstoppable Domains offer domain names as NFTs. Unlike ENS, these NFTs live on the Polygon blockchain.
There are over 3 million domain NFTs. So the floor price is extremely low. However, shorter and more memorable domains could be valuable.
**6. Galxe OAT2**
Galxe OAT (On-chain Achievement Token) are free NFTs issued for taking parts in various campaigns on Galxe. Over 9 million OATs were issued.
While OATs are minted for free, some people buy them. Perhaps they expect to qualify for some whitelisted, allowlists, or other on-chain opportunities.
**7. Gaming NFTs**
Polygon is the network of choice for many blockchain games. Some of those games use NFTs to represent characters and items in the games.
Game NFTs are often even more volatile than other collections. That’s because the value of NFTs can depend on the in-game mechanics (which can change). Games can also quickly go viral and can fall out of favor just as fast.
To find interesting game NFTs on Polygon, you can simply filter collections on OpenSea. MagicEden also has a dedicated Games tab, which features various blockchain games.
👀 **How to view your Polygon NFTs**
Not every crypto wallet adequately displays Polygon NFTs.
However, Zerion Wallet fully supports the Polygon blockchain, including NFTs. You can easily import your existing wallet via a seed phrase or private key.
When you mint or buy NFTs, you can see them in your transaction history. After that, the NFT will show up in a dedicated part of the portfolio that tracks NFTs across all chains.
Alternatively, you can connect your existing wallet to the Zerion web app and see all your Polygon NFTs.
Try Zerion Wallet 👉 https://link.zerion.io/uN2UIMB0Xyb
- I just signed the Glass Manifesto and got early access to claim The Glass Pass. See you on @glassxyz.lens :
https://glass.xyz/manifesto
- Deaf people hear for the first time.
This is so heartbreaking.
- $BTC
the bitcoin calendar.
- How $ETH works.
- I just voted "Yes" on "Make Velodrome the STG Hub on Optimism" https://snapshot.org/#/stgdao.eth/proposal/0xd78c441994d140edde34131051113479651c593ab83badebc537a347ba86b705 #snapshotlabs
- https://opensea.io/collection/lens-llamas-genesis
Love my Llama.
- Nexon Finance mainnet is live on #zkSync Era 🔥
Checkout: https://app.nexon.finance
- #bitcoin
- I just voted "Launch NFT Staking +AIRDROP" on "issue $SHELL airdrop & launch toucan staking" https://snapshot.org/#/shelldrop.eth/proposal/0x0cb134b52cec56fcb9d7a662e5950d893857285bd41289861ca32692f6d23e6d #snapshotlabs
- I just voted "Support Crypto" on "We want to innovate in America" https://snapshot.org/#/crypto435.eth/proposal/0xf9628ebee2878f5667aa018537eda2266c085d58772bd6ee562899189657c07e #snapshotlabs
- How the banking system works!
#BTC #bitcoin #creditsuisse
- How the banking system works!
#BTC #bitcoin #creditsuisse
- I just voted "Yes" on "EMERGENCY VOTE: Should Shell establish a community DAO to receive and administer airdrops from other projects?" https://snapshot.org/#/shellprotocol.eth/proposal/0xeeeb025dd2dbf06807658e770dfa3a054fabc9334ef9d89543d8ae41e06dbacf #snapshotlabs
- #creditsuisse
- I just voted "For" on "JP-17: Open CAI-AVAX Market" https://snapshot.org/#/joegovernance.eth/proposal/0x8d5dc40e74cb070dd5bbb3af215574305351cabe77dc171aa75faf9d2b8ae353 #snapshotlabs
- I just voted "For" on "JP-13 Open PTP-AVAX Market" https://snapshot.org/#/joegovernance.eth/proposal/0x662579126792d150c54e968cf73068fcb0dbdbf78ab2b087514d040fea95a94c #snapshotlabs
- WHY BITCOIN IS BETTER THAN STOCKS
Bitcoin is a revolutionary digital currency that has been gaining traction in recent years. It has become a popular investment option for many people, and is often compared to stocks as an investment. While both Bitcoin and stocks have their own advantages and disadvantages, there are several reasons why Bitcoin is better than stocks.
First, Bitcoin is decentralized, meaning it is not controlled by any government or central authority. This makes it much less susceptible to manipulation and market volatility. Additionally, Bitcoin transactions are much faster than traditional stock trades, which can take days or weeks to be settled. This means that investors can take advantage of opportunities much faster than with stocks.
Finally, Bitcoin is much more accessible than stocks. While stocks require a broker or other financial advisor to purchase, Bitcoin can be acquired by anyone with an internet connection. This makes it much easier for people to invest, regardless of their financial background. Additionally, Bitcoin transactions are much cheaper than stock trades, making it a much more cost-effective investment option.
Overall, Bitcoin is a much better investment option than stocks. It is decentralized, faster, and more accessible than traditional stocks. Additionally, it is much cheaper to purchase and trade, making it an attractive option for many investors.
- This is Lenny