Building @ggdotxyz, @ggmaxi_agent & @playggxyz
Joined March 2021
- Tweets6.5K
- Following4.1K
- Followers7K
- Likes50.5K
Daes retweeted
thesis update
@consom888 called $PANGEA on @ggdotxyz 5 days ago at a $720K MC.
the thesis: a launch across all 5 chains, powered by LayerZero.
peak since call: 7.52x.
Daes retweeted
Very uninspiring Robinhood presentation
- didn’t show up at their event
- don’t support teams because they’re “lean” a.k.a. no resources for robinhood crypto
- corporate presentation only focused on numbers
Bearish
Daes retweeted
ct, or what's left of it, took a year to reach consensus on what we preached
we didn't wait for you to understand
gg v2 will capture these beliefs in an unprecedented way
Daes retweeted
a year ago thesisfi was just a concept
we built it bootstrapped, with a tiny team, through the bear
it worked
the alpha was first on gg, over and over
received countless of dms from users thanking me.
big accounts i've looked up to for years publicly backed gg
that was v1, with $0 marketing.
now we have money, traction and a bigger team
so this time no thesisfi article
we're shipping gg v2
it will redefine how we think about social trading and trenching
we've onboarded 100k+ users before with ggQuest. this time the company is getting ready for 100k+ on gg.
we did miracles bootstrapped. imagine what we do now.
gg
Daes retweeted
a lot happened on GG this week.
you can now send tokens to other GG users, trade directly inside Telegram, and jump from token cards to the original theses.
plus a bunch of UX improvements across trading, deposits, and token discovery.
more to come🤝
Shipped This Week on GG
A few updates went live this week:
- send tokens to other GG users directly by username
- trade on GG without leaving Telegram
- token filters, scroll position, and recent searches now persist
- clearer trade status from execution to settlement
- improved deposit flow and more reliable trade sounds
- access completed quests anytime
- telegram token cards now link back to the original thesis
Live now on gg dot xyz. More in the works.
Daes retweeted
Shipped This Week on GG
A few updates went live this week:
- send tokens to other GG users directly by username
- trade on GG without leaving Telegram
- token filters, scroll position, and recent searches now persist
- clearer trade status from execution to settlement
- improved deposit flow and more reliable trade sounds
- access completed quests anytime
- telegram token cards now link back to the original thesis
Live now on gg dot xyz. More in the works.
Daes retweeted
they gamified trading on @ggdotxyz
gud trades give points
points 👉 ❓
Daes retweeted
understanding of the human psych is the most powerful edge in crypto
as new launches are solved its about frontrunning liquidity
you need to understand what to ape, when and why
thesisfi is really good for this.
you learn how others think, as the callers are incentivised to share their edge
Daes retweeted
Token2049 takeaways/thoughts
> Consensus: bull market around the corner, but timelines vary widely (start/end)
> Uni v4 hooks & RWA leading narratives; less excitement around crypto AI
> EVM leading innovation. SOL: big image issues & internal conflicts. Trading competition seen as very cringe
> Massive hate for extractors on one side, scammers everywhere on the other. pretty paradoxical
> Institutions adopted DeFi but don’t understand new builders/concepts; gap is growing. Crypto natives (degens) can enter at bargain prices while institutions stay hesitant (2020 vibes)
> Love for Starknet & Arbitrum returning
> Lots of admiration for what @ggdotxyz achieved bootstrapped
> Every CEX looking to come onchain: some building social trading apps (Binance), others still figuring out positioning. Happy to continue conversations. feel free to reach out
> Prediction markets hype gone completely
> Perps trend sticky and growing
> French DeFi really strong
Very bullish on our industry & gg.
Time to lock back in.
Daes retweeted
the last 7 days on @ggdotxyz have been fucking ridiculous lol.
market sentiment has been in the gutter, yet we've had public calls run 56x, 51x, 36x and more.
all timestamped. all verifiable.
onchain doesn't stop just because CT turns bearish.
pov: you caught these GG calls early
- 56x on $PLAGUE by shum
- 51x on $BORRO by @0xalwaysonchain
- 36x on $HEGG by robinlaunchco
- 12x on $CRAWL by rkjd
- 11x on $MON by @LennoxxCartel
the alpha you're looking for is already on ggdotxyz
While the volume slows down and the euphoria wears off, this is the opportunity to start looking for 'slow cooks' in this market
A few things I'm looking for:
- Revenue generating protocols with built-in buybacks
- Privacy and quantum resistance
- Current hot narratives: RWAs, stock coins, V4 Hooks
When you have a shortlist of projects:
- Take your time to understand the tech behind the project
- Is there any kind of moat? (team, GTM, tech, reg arb etc)
- Does the team understand the importance of GTM, user and protocol revenue?
- Do the tokenomics make sense? (also any big unaccounted for holders?)
You can also use your AI agents to perform this DD and help break things down for you
Make sure they have good data sources though, I mainly use posts already on the gg feed and I use a codexio API key for onchain data
You can find my ongoing Slow Cooks and other watchlists + notes on @ggdotxyz
Daes retweeted
pov: you caught these GG calls early
- 56x on $PLAGUE by shum
- 51x on $BORRO by @0xalwaysonchain
- 36x on $HEGG by robinlaunchco
- 12x on $CRAWL by rkjd
- 11x on $MON by @LennoxxCartel
the alpha you're looking for is already on ggdotxyz
