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Sam
2,841 posts
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Sam
@ReliableNarr
Partner at BBH | views expressed here are my own.
bigbrain.holdings
Joined October 2011
2,745
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  • user avatar
    Sam
    @ReliableNarr
    Aug 11, 2021
    So 23% of Axie Infinity players have never owned a bank account before. $AXS is literally banking the unbanked before our eyes and the line between DeFi and gaming begins to blur.
  • user avatar
    Sam
    @ReliableNarr
    Aug 19, 2021
    The number of accounts holding $UST grew from ~80k to ~460k in just the last month. 🔥🌕 $LUNA burn it.
  • user avatar
    Sam
    @ReliableNarr
    Oct 27, 2021
    As swap fees are now distributed to oracle reward pools the Luna staking return will be 11% - 24% based on TFL and Do's estimates. That means Luna could offer the highest staking rewards across all L1s whilst being the ONLY L1 to NOT do so via staking token inflation.
    user avatar
    Do Kwon 🌕
    @stablekwon
    Oct 22, 2021
    Replying to @stablekwon
    A byproduct of this operation is that a lot of swap fees will accrue, which we expect will result in $LUNA staking returns (minus airdrops) to 5 x.
  • user avatar
    Sam
    @ReliableNarr
    Mar 20, 2021
    1/ Mirror: Decentralized Investing For The Masses and The Case For $75 $MIR. Research report linked and summary below 👇👇👇
    Mirror: Decentralized Investing For The Masses
    From unreliablenarratives.substack.com
  • user avatar
    Sam
    @ReliableNarr
    Nov 25, 2021
    The $MIM - $UST pool on Curve is now the 2nd highest in daily trading volume. Decentralized stablecoins WILL become the dominant stablecoins in DeFi without a doubt.
  • user avatar
    Sam
    @ReliableNarr
    Sep 27, 2021
    Bullish Q4 catalysts for L1s: - $AVAX - Avalanche rush (LM) - $LUNA - Col5 - $ATOM - Gravity DEX/ bridge - $DOT - Parachain auctions - $ALGO - First wave of dApps - $ADA - Smart contracts - $MINA - Testnet - $SOL - More hackathon dApps
  • user avatar
    Sam
    @ReliableNarr
    Sep 12, 2021
    1/ Market is still underpricing $LUNA even after it's recent run up as it fails to anticipate the full increase in activity and value that will be generated by the DeFi primitives launching after Col-5.
  • user avatar
    Sam
    @ReliableNarr
    Aug 4, 2021
    1/ $LUNA price has been exploding as of late, but I'd call it more of a logical re-rating upwards to better reflect the fundamentals of the token and Terra ecosystem...
  • user avatar
    Sam
    @ReliableNarr
    Jun 7, 2021
    $LUNA: The Fat Octopus Protocol. A look into how the Luna token derives and captures value from the Terra blockchain and Terra ecosystem.
    Luna: The Fat Octopus Protocol
    From unreliablenarratives.substack.com
  • user avatar
    Sam
    @ReliableNarr
    Dec 26, 2021
    Replying to @stablekwon and @terra_money
    Do Kwon = not pissed.
  • user avatar
    Sam
    @ReliableNarr
    Apr 10, 2021
    *🌛 * * .🚀 * . 🌕 * . 🌍 * . * 💫 * . * . * . 🌘 * . * 🪞* * ✨. #TeFi . * . * . . * .☄ .* . 🛸*. * . *. . ⚓️* * *.🪐 * * 🟠* . . * * ⚡️*. *
  • user avatar
    Sam
    @ReliableNarr
    Feb 13, 2021
    1/15 A thread on why the $LUNA ecosystem will be at the forefront of #DeFi for the masses in 2021 and beyond 👇👇
  • user avatar
    Sam
    @ReliableNarr
    Aug 13, 2021
    Today Chime announced it just raised $750 million at a $25 billion valuation. A neobank with a market-leading savings rate of 0.5%.
  • user avatar
    Sam
    @ReliableNarr
    Feb 28, 2021
    1/ The neobank Chime is forecasted to IPO at a valuation of $20-40B with 5M users in the U.S. With @alice_finance integration of @anchor_finance, $20B is a conservative valuation estimate for $LUNA with 2.3M users already in Korea alone and forecasted expansion globally.

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