鏈上投資道
https://supr.one/2ADUB2d0
TL;DR AVAX的子網設計類似ATOM或DOT的Layer 0設計,並且將有實際用例。
crab(AVAX上的鏈遊)採用子網並以TUS當做gas fee。
DFK也跨鏈架設到子網上,同時AVAX還有為機構訂製專屬子網。
以上的故事還沒有真正的宣傳出來,等成功後將有巨大的吸引力。 我的文章有一個專門在哪些協議將採用的。
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原文:https://twitter.com/milesdeutscher/status/1503341956943986690
There are some massive developments happening on Avalanche right now.
🧵: In this thread, I'll cover:
- The top reasons why $AVAX could explode in 2022
- Massive news announced (incentive program)
- My favourite staking strategy on Avalanche
Let's dive in. 👇
2/ Over the past month, Avalanche has been one of the only chains to maintain its TVL.
This is despite a -15.8% decline for the $AVAX token price.
3/ Unique wallet addresses are also following suit, with 2.21m wallets now on the $AVAX C-Chain.
4/ But why are these metrics looking so strong despite broader market volatility?
Firstly, the BIG news: Avalanche just announced a massive $290m multiverse incentive program.
This is designed to accelerate the growth of $AVAX subnets.
Avalanche Foundation Launches Multiverse, an up to $290M Incentive Program to Accelerate Growth of…
5/ In order to recognise the true power of this program, we have to understand how the $AVAX tech works regarding subnets:
Subnets are Avalanche's scaling solution, allowing unique blockchains to be built on the P-Chain.
6/ This is very important, as it eases congestion on the network.
Subnets facilitate the development of custom blockchains, which benefit from Avalanche's VM and security without impacting performance.
This article offers a great explanation:
Avalanche Subnets - The Next Growth Engine in Crypto?
7/ The multiverse incentive program is the key to unlocking new development on Avalanche, and has the potential to solidify $AVAX as a "layer 0" similar to $ATOM or $DOT.
Here are some of the applications of subnets that were announced:
8/ The program "enables a rich ecosystem of scalable app-specific blockchains", which is especially valuable regarding the gaming space.
AVAX has amazing DeFi applications, but the gaming space is what sets $AVAX apart.
We are now seeing @DefiKingdoms getting its own subnet:
9/ @PlayCrabada also got its own subnet called "The Swimmer Network".
It's a dedicated blockchain for gaming, which leverages the Avalanche network.
I think we're about to see many similar chains also launching on $AVAX. 👀
Introducing Crabada’s Subnet on the Avalanche Network!
10/ Gaming isn't the only use of subnets either. $AVAX can leverage its technical capabilities to dominate the DeFi space.
Avalanche announced a custom blockchain designed for institutional DeFi.
We all know how powerful this narrative is..
11/ As you can see, the applications of subnets are endless. It's a truly exciting time for the Avalanche network.
12/ With this potential explosion of $AVAX chain usage, it will lead to increased demand to transact on the network via swapping native assets.
And what's the biggest DEX on Avalanche? @traderjoe_xyz.
13/ Owning some $JOE makes sense, as increased transactions will mean increased revenue for the platform.
Revenue is distributed to stakers of the governance token, $JOE.
More transactions on $AVAX = more yield for stakers = token price appreciation.
14/ But how do you stake $JOE? It's actually very simple:
1. Swap for $JOE on a DEX on the $AVAX network (@1inch offers good swap rates).
2. Stake JOE as sJOE
3. Earn 26% APR in USDC
4. Compound rewards back into $JOE (29% APY)
15/ Interestingly, @traderjoe_xyz is switching to the VE model popularised by @CurveFinance. We have seen this model work successfully amongst many projects like @Platypusdefi and @LiquidDriver.
When it launches, you can lock up $JOE for veJOE to boost rewards.
16/ This model will reduce the circulating supply of $JOE as people lock up the token. If successful, it will hugely benefit both holders and lockers of the token.
I'll keep you updated on the situation as it develops, so make sure you have those notifications on. 😉
17/ Let's talk macro: $AVAX is currently down -52% from ATHs, with $JOE down 81.5% from highs.
With market uncertainty, I wouldn't be apeing now. But I always suggest DCAing into quality projects and accumulating via farming.
18/ If you enjoyed this thread, make sure to give it a like and retweet!
I covered this topic in more depth on yesterday's show:
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