BidClub
@bidclubio • 5,505 subscribers
https://t.co/q5mHPJDobs The best buyside research for liquid Web3 investment ideas. $2,000 reward for top liquid idea every 2 weeks. Bid Smarter.
Videos
🔈BidCast - New Interview with Tristan from Bullet / Zeta Markets on $ZEX (Soon $BULLET) We discuss: 📌$ZEX's journey on becoming $BULLET and why the SOL Roll-up design choice 📌Its goal on early Q3 mainnet and 6-12 month target of $500 mm+ USD of daily trading volume 📌... why hitting target could mean 50-100 mm USD in annualized fees + material buy & burn 📌Plans around MM & liquidity, GTM, incentives, and token migration / vesting Timestamps 👇 00:00 Opening 00:51 The Journey of Zeta and Bullet 04:31 Engineering Expertise Behind Bullet 06:10 Challenges of Building on Solana 07:52 Technical Innovations in Bullet 12:01 User Experience and Onboarding Improvements 13:34 Future of Solana and Bullet's Role 14:53 Bridging and Interoperability Challenges 16:31 Market Making and Liquidity Strategies 19:12 Go-to-Market Strategy for Bullet 25:36 User Acquisition and Retention Strategies 31:29 Volume Expectations and Market Positioning 35:31 Market Dynamics and Trading Volume Insights 36:21 Incentives and Organic Growth Strategies 39:16 Revenue Projections and Tokenomics 44:28 Security Concerns and Risk Management 47:26 Learning from Past Mistakes in Crypto 50:50 Product Development and Listing Strategies 54:04 Token Migration and Community Engagement 01:02:02 Financial Position and Future Plans
BidClub27,653 次观看 • 1 年前
🔈BidCast - New Interview with TN | Pendle from Pendle on $PENDLE We discuss: 📌 What's Pendle's edge in keeping its TVL sticky 📌 What 30 mm rev could go to w/ take-rate increase 📌 Its partnership with Ethena and expansion elsewhere 📌 How Boros and other efforts can catapult fees Links 👇 Summary → YouTube → Timestamps 👇 00:00 Opening 01:06 Introduction to Pendle and Market Dynamics 04:17 Sustainability of YT Supply and Demand 07:17 Value Proposition and Market Strategy 09:54 Revenue Generation and Fee Structure 13:11 Partnerships and Institutional Products 15:59 Innovations in Trading and Collateral Management 31:37 Exploring Asset Variety and Revenue Streams 32:55 Understanding Market Mechanics and Liquidity 34:48 Position Sizing and Trading Volume Goals 37:20 Revenue Potential and Market Opportunities 40:40 Target Audience: Hedgers vs. Speculators 43:13 User Education and Adoption Strategies 45:28 Future Expansion Plans and Risk Management 48:50 Institutional Adoption and Real World Assets 51:58 Long-Term Vision and Market Potential
BidClub22,734 次观看 • 1 年前
🔈BidCast - New Interview with Sid Powell 🥞 from Maple on $SYRUP on the back of Cantor x Maple announcement: We discuss: 📌 How Maple pivoted to achieve $2 Bn TVL today 📌 How it plans to achieve $4Bn TVL by year-end 2025 📌 The institutional adoption cycle and pending deals Links 👇 Summary → YouTube → Timestamps 👇 00:00 Opening 00:45 Introduction to Maple Finance and TVL Growth 03:45 Transition to Over-Collateralized Lending 06:46 Loan Economics and Revenue Generation 09:42 Syrup USDC and Syrup USDT 12:42 Client Base and Borrowing Trends 15:47 Market Dynamics and Future Growth Strategies 18:49 Navigating the Credit Cycle in Crypto Lending 21:41 Future Projections and Product Development 28:43 Scaling Bitcoin Staking and Revenue Projections 31:19 Funding Strategies and Revenue Distribution 33:11 Future Growth and Institutional Partnerships 36:17 Navigating Competition and Market Dynamics 40:01 Exploring Bitcoin Treasury Lending Opportunities 41:09 Building a Sustainable Liability Base 46:47 Strategic Focus on Lending and Asset Management
BidClub19,273 次观看 • 1 年前
🔈BidCast - New Interview with Mike Silagadze🛡 from ether.fi on $ETHFI We discuss: 📌 Why $ETHFI is a Neobank and not just (re)staking 📌 How big the new card business starting 1.5 months ago can get 📌 Why a 2025/26 3.7 Bn TVL and 100k+ cards can drive 100mm+ ARR and beyond 📌What a $1,000 ARPU and 1.5-month CAC payback means for EtherFi’s capital efficiency Timestamps 👇 00:00 Opening 00:51 Introduction to EtherFi and Its Vision 03:42 Understanding EtherFi's Revenue Streams 06:42 The Importance of Vertical Integration in DeFi 09:51 Market Share and Growth Strategies 12:55 The Cash Product: A Game Changer 15:46 Customer Acquisition and User Engagement 18:47 Future Projections and Business Strategy 31:01 User Growth and Transaction Predictions 35:41 Revenue Models and Market Positioning 40:10 Cashback Strategies and Token Economics 46:35 Future Roadmap and Product Development
BidClub16,896 次观看 • 1 年前
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