GMXv2 & EIP-4844: The Next Big DeFi Catalyst

Check out my Premium Discord to get access to daily premium content as well as access to a community of DeFi & NFT enthusiasts: https://farmertaiki.com/

Slides: https://docs.google.com/presentation/d/1IRb2v_ah7lqzWjw47buy4W4cnR1QNYvKvLcCpBIhWJA/edit#slide=id.g244708af411_0_1007

Polynya Thread: https://twitter.com/apolynya/status/1656115057380544514
Perps Dashboard: https://dune.com/shogun/perpetual-dexs-overview
L2 Metrics: https://docs.google.com/spreadsheets/d/1dgvFUa1_UQ2BWy4dwACyFJa9wu5BVJk4IhkjYUhlXV0/edit#gid=1269219513
GMXv2: https://twitter.com/GMX_IO/status/1658831017833111553
Hyperliquid: https://twitter.com/HyperliquidX

$ARB $OP $ETH $BTC $GMX $MCB $MUX $GNS $LVL

My mission is to create high-quality, digestible (ad-free) content that helps separate signal from noise for DeFi/NFT enthusiasts. I do not run YouTube ads, participate in seed investments, nor do paid promotions. Not Financial Advice.

Timestamps:
0:00 Intro
0:48 Taiki’s Birthday Curse
3:29 Bullish L2 Tokens (EIP-4844)
7:55 Timing Narratives
9:15 $ARB Valuation & Business Model
13:17 GMXv2 Update & Testnet
16:44 GMXv2 Timeline
19:03 Taiki Piles into GMX
19:46 Tailwinds for On-chain Perps
21:18 LVL, GMX, GNS, MCB Metrics
24:21 Perps as a “Defensive” Sector
26:25 $GMX Price & Trade Idea
28:48 Thoughts on GMXv1 Clones
31:38 Hyperliquid Airdrop Opportunity?

The goal of this channel is to think about crypto in a different way. Contrary to popular belief, crypto doesn’t have to be, “Buy and hope it goes up.” Through DeFi, there are so many ways to earn high & safe yields on your assets, which is a total game changer in terms of portfolio construction.

Yield farming is not a “get rich quick scheme,” but rather a “slow grind to more wealth” strategy. And I argue that USING DeFi is the best way to LEARN DeFi, which will present natural alpha for you in the future. I am not an ecosystem maxi, but a yield maxi. If an ecosystem presents a good risk-adjusted yield, I will be there. Subscribe to follow my journey!

#Yield #Farming #Farms #Farm