Crypto Macro Trends for 2022

Discussion in 'Crypto Assets' started by johnarb, Jan 3, 2022.

  1. I'm itching to get out of Fantom on next pump.
    Where is that Coinbase listing? So overdue.
    Whoever has been getting into Fantom last two months is set up for bagholder status & exit liquidity.
     
    #81     Jan 31, 2022
  2. All these chain analytics have been failing over last 3-6 months. Stock to flow model is done for.
    Everyday some BTC maxi makes a YT video and/or tweet with some new chain analysis showing that this is like the ultimate BTC bottom and has not happened for years. Does not matter.

    All that matters is that there are few buyers for BTC at these price levels. And there are a lot of bagholders.
    Need the economic mass of financial institutions to get any real pump & price appreciation. And that just seems to be a waiting game for BTC, assuming that it does happen. Which I still think it will, but Im also sensing a possibility that they don't take the bait.
     
    #82     Jan 31, 2022
  3. johnarb

    johnarb

    I'm a willing bagholder of $FTM, I'm still building my FTM bag

    Fantom TVL is growing. There's a significant growth in the wallet addresses. Important metrics are outperforming the other blockchains in terms of growth

    Curious why you have such a negative view of Fantom? Your negative opinion won't affect my investment decision


    S2F is broken as the selling pressure from the miners (inflation is lower with the last halving 2 years ago) is no longer relevant in the grand scheme of things

    Publicly listed miners are not selling but actually buying more bitcoins and holding in their treasury. They found the magic (internet) money of wall street called cheap money by issuing very low interest debt


    On-chain analytics, imo, is not broken but "delayed" due to the existence of bitcoin paper products not settled in physical bitcoin, i.e. CME futures and bitcoin futures ETF's

    In the same way that paper gold has been manipulatively being shorted by central banks, bitcoin futures are being utilized in the same way

    Unlike physical gold, however, real bitcoin is scarce. The amount of bitcoins on exchanges are at all time low supply and keeps going lower as more institutions buy the real bitcoin

    This is a worldwide phenomena. At some point, there will be short squeeze as the short futures get squeezed when the spot price keep going higher and may explode with 1 significant news like Turkey or Argentina adoption Bitcoin similar to El Salvador

    Hence why I say it's delayed

    Watch video for 3-5 minutes


     
    #83     Feb 1, 2022
    Sprout likes this.
  4. Sprout

    Sprout


    Will Tomb being doing an airdrop for their dex?

    Given all these advantages of Tomb and that you regard them as blue-chip, what was your reasoning to liquidate Tomb assets?

    As I work through the docs describing Tomb's tokenomics, I'm failing to understand what would be the "moat" that 2omb or 3omb would have over Tomb. The only distinction I've come across is that the emissions schedule is a quarter vs a year.

    So as I currently understand it,
    1) Tomb is an emissions token and should have a peg 1:1 with FTM,
    2) Tshare is the Sov token by which when staked, produces the emissions of Tomb.
    3) When Tomb is > FTM, then staked Tshares produces Tomb increasing it's circulating supply and also signaling to the market an arb opp.
    4) When Tomb is < FTM, then staked Tshares do not produce any emissions of Tomb. Tbonds are available by using Tomb to purchase.
    5) When Tomb is > FTM, then Tbonds are available to redeem and receive Tomb.
    6) Tbonds are used to lock up Tomb from and release back into circulation. Tbonds as a wrapper are what are burned in redemption.
    7) The Tomb.finance protocol's Treasury is the buyer of last resort.

    Is the above list accurate?
     
    Last edited: Feb 1, 2022
    #84     Feb 1, 2022
    johnarb likes this.
  5. johnarb

    johnarb

    Tomb will be doing an airdrop of Fanty and Lif3 tokens to hodlers of Tomb, Tshare and Tbond tokens (double on the Tbonds)

    Accurate on the 1-7, I misspoke on Tbond redemption, yours is correct

    So why did I liquidate all my Tomb assets and move to 2omb assets? Simple business decision which is better use of capital. Tomb is very good, but 2omb is great

    2omb has claimable epoch rewards on every epoch, while Tomb rewards are claimable after 3 epochs, that's every 6 hours for 2omb while 18 hours for Tomb

    Lockup for 2Share is only 2 epochs vs TShare lockup is 6 epochs, that's every 12 hours for 2omb while 36 hours for Tomb

    I go to sleep at night, withdraw everything and that claims the rewards also. I do not have to deposit until before next epoch 5 hours and 5x minutes later

    Any claim of rewards on both Tomb and 2omb extends the prison sentence to the maximum which is up to 12 hours on 2omb while 36 hours on Tomb. Same with deposit or withdrawals of staked Tomb/2omb tokens

    Free to defi. Freedom to defi. That's one of the mottos of 2omb

    There's a big difference between words and actual experience of the above. Words do not justify the emotions of being trapped vs the ability to get out forever with only 2 epochs vs 36 epochs

    But those above are only for freedom to defi emotional gratification. Number metrics performance is what's important in a business endeavor

    Every epoch, the rewards on 2omb is much bigger than Tomb vis-a-vis same capital $ staked on both

    The effect of this is that I've achieved over 100% ROI on my 2Shares and only have house money or profits at risk

    As good as my performance sounds, there are others on Discord that have done better than me because they are more degen than me

    I only compounded my rewards for the first 2-3 days while they compounded for much longer, some are continuing to compound while others are hybrid, compound every other rewards

    In 2-3 days (48-72 hours), my LP farm will be 100% ROI as well. There's no lockup on 3omb LP yield farming

    The rewards 3omb are double of of 2omb, but I started later or I should say I migrated from 2omb LP yield farming so I reset to 0

    A visual to provide easy understanding, but remember 1 very important thing, 2omb is over peg all the time, so money printer go brrr, while Tomb has been under peg many times no money printer rewards when under peg

    2 epochs rewards below on 2omb

    Same capital would equal ~5 Tshares on Tomb which would yield $688 if Tomb stays above peg

    [image deleted for privacy'


    Tomb bot results below

    upload_2022-2-1_9-0-56.png
     
    Last edited: Feb 1, 2022
    #85     Feb 1, 2022
    Sprout likes this.
  6. Sprout

    Sprout


    Thanks for all that. Nice daily take. Good work!

    Are you cycling into increasing your 2omb/FTM LP with your 2omb or selling those emissions for stables?

    Isn't the design to use these emissions as sell pressure to bring 2omb back to peg with FTM?


    On another note;
    From 3omb website, there are links to beets and beluga, have you positioned yourself in either of these?

    Were you able to get into the genesis pool of OxD?
     
    #86     Feb 1, 2022
    johnarb likes this.
  7. johnarb

    johnarb


    No more cycling rewards or compounding rewards for me. Maybe in a few days, I will

    Mainly stables some for FTM bag

    beluga and beefi are auto-compounders, I never use them, they introduce another level of smart contract hack i.e. grim hack which affected Tomb users

    Plus, auto compounders take a fee, sure it's convenient especially if someone has a dayjob, but I don't so can do it myself

    I didn't get into the genesis pool on 0xd(ao?)

    Focused on 2omb for now, rewards are so gooooooddd

    There's a bonding burning of 2Shares on 3Omb 3Dao, which are available every epoch and has been very lucrative for some, but the bonds offered are sold out in a few seconds, I believe there are some players that created smart contract bots

    Anyway, so many opportunities on 2Omb and 3Omb LP farms and Boardroom and 3Room with so many thousand of % of yields available to everyone who wants to degen defi :D

    ps, yes on peg tokenomics, that's why xShares are the Sov tokens not the 2omb/3omb
     
    #87     Feb 1, 2022
    Sprout likes this.
  8. johnarb

    johnarb

    This is the advantage of not working and full time on crypto lol

    The price of the crop on the 3Omb LP farm was going down since a couple of hours ago (may have been going down since last night but accelerated past couple of hours)

    The value (price) of the 3Omb LP farm was going down as well. Impermanent Loss is real. I liquidated the farm to convert to 2Omb LP farm

    Lost half of my 2.5 days worth of yield to IL, but hey, better than complete loss of rewards

    PS: crypto is so volatile, even the 2Omb assets have gone down in value, just part of the crypto volatile nature

    sell on the green, buy on the red, NFA
     
    #88     Feb 1, 2022
    Sprout likes this.
  9. Sekiyo

    Sekiyo

    Yeah you missed the forest for the trees.

    The only thing you need is to watch weekly charts once a week and monthly charts once a month (at close).

    Sort by relative volume or performance.

    Look at AXS, LUNA, SOL, MATIC, AVAX, MANA, SAND … and all the biggest winners on these timeframes.

    They all have something in common.

    Don’t be in a hurry.
    Allocate a fraction of your capital,
    If it goes up, buy more else hold or sell.

    Avoid the one day pump cryptos.
    Many shitcoin pump 200% within 4hrs,
    Then it will slowly fall towards the ground.

    Volume has to be good but not crazy,
    It has to grow exponential over days.
     
    Last edited: Feb 1, 2022
    #89     Feb 1, 2022
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  10. johnarb

    johnarb

    I'm happy for you that you were able to profit from those big moves

    I appreciate the suggestions but it would not work for me as I'm not a TA trader/investor
     
    #90     Feb 1, 2022
    Sekiyo likes this.