A.M. Research Call Notes - Thursday 11/05/20

A.M. Research Call Notes - Thursday 11/05/20


Discord - https://discord.gg/dEbktgxZbH

Call - https://youtu.be/VdnvTufxsfA

TODAY'S TOPICS

  • $2M YFI short going on
  • DeFi bounces back
  • BTC over $15K!
  • Research Tools - Zerion, Zapper, DeBank
  • Election highlights need for data accuracy and transparency

CALL NOTES

1) Research Tools

So you've found a Whale's Ethereum address (ENS), and you want to analyze it, but Etherscan is hard to read. What do you do? Let's take this $4.8M Whale for example: https://etherscan.io/address/0xb1fc9a24d40f784e6a5694769792c18af5157fa6 

If we take their contract address and drop it into Zerion and DeBank, we get the following: 
Zerion

DeBank

We could also drop it into Zapper using the wallets feature at the top of the page. 

Zerion does the best job of mapping transaction history, which Zapper does the best job of portfolio view.

2) Someone has a 5 day YFI short going on worth >$2M or 300 YFI. In fact, it is the address in #1 above

YFI holders are trying to market buy YFI to increase the price and liquidate the short seller: 

3) 1inch DEX has a new UX/UI

4) Yield Hero (https://yieldhero.app/) is a great resource for Aave #yieldhacking

5) Furucombo (https://furucombo.app/) is a graphical user interface (GUI) that let's you build your own DeFi legos into one transaction without know code. 

  • Best used for flash loan arbitrage transactions
  • Very cool website, very hard to profit

6) BTC is above $280B. Total Crypto Market Cap above $420B!

7) Honeyswap (https://honeyswap.org/#/swap) is the Uniswap competitor on the xDAI Stake blockchain

8) Here's a $10M Whale's portfolio just for fun: 

NEW ORGANIZATIONS DISCUSSED

(mixed feelings by call participants on DIA)

DEFI COINS COMPARISON (UNI, UMA, COMP, AAVE)

You don't need to be a VC to have a morning crypto call.

Join us on YouTube weekday morning between 830ish-930ish (PST - US) for our crypto Morning Research Call. 

Crypto Cartography YouTube channel: https://www.youtube.com/channel/UCe-HvJnTz6qUkxrYvJXofFA

Get a research community and join our Discord: https://discord.gg/dEbktgxZbH

 

Please note: The material presented in all articles is for educational purposes only and is not intended to be investment advice. Do not invest in the organizations I provide analysis about. This is not investment advice. Crypto Cartography, including its principal, is not a financial advisor. Please seek professional investment & tax advice before investing.

 

How do you rate this article?

3


Crypto Cartography
Crypto Cartography

Crypto Research & Valuations. Fundamental Valuations of crypto organizations focused on live dapps and product demos.


A.M. Research Calls
A.M. Research Calls

Join us weekday mornings on YouTube as we discuss daily crypto news, major coin/token price changes and extract the current themes from the world of cryptocurrency investing. These are participatory calls so come with alpha. Notes from each call will posted here with commentary. You don't need to be part of a VC firm to have access to a daily research call. https://www.youtube.com/channel/UCe-HvJnTz6qUkxrYvJXofFA

Publish0x

Send a $0.01 microtip in crypto to the author, and earn yourself as you read!

20% to author / 80% to me.
We pay the tips from our rewards pool.