Entangle: data feeds and liquid vaults pitched as a multi-narrative play
Thread820 words
Argues Entangle's oracle chain, Photon messaging and liquid vaults for LP tokens touch interop, restaking, RWA, AI, DePIN and gaming, and compares an IDO below $50M FDV with Chainlink, LayerZero, Wormhole, Axelar and Pyth valuations.
Key claims
FDVs cited: Chainlink $18B, LayerZero $3B, Wormhole $2.5B, Axelar $1B, Pyth $5B
Entangle IDO at under $50M FDV
Over $14B of idle LP tokens addressable
This cycle is different. It's defined by a unique confluence of powerful narratives
This gives rise to opportunities that can change your life
In hours of research, I identified a play combining almost every major narrative into what could be this cycle's holy grail
Alpha-🧵
1/ My main strategy is to identify key narratives and find the leading plays early.
The ideal case is finding a protocol that is embedded in more than one narrative, that is versatile and less dependent on certain external factors.
However, this is a rare find.
2/ But let's get to it. There are many strong narratives.
✦ Interoperability & Data Access
✦ LSDfi & Restaking
✦ RWA Tokenization
✦ Artificial Intelligence (AI)
✦ DePIN
✦ GameFi
I'm sure you have come across many of them in your feed already.
3/ Now imagine one universal and customizable on-chain data solution that can serve all these narratives.
That's what I found. Today I will share some insights and talk about how you can get exposure.
Infrastructure plays will be my main focus this cycle and this is a big one.
4/ In an increasingly multi-chain future, built on a maturing modular tech stack, cross-chain composability is key.
@Entanglefi has developed a cutting-edge solution to address this and successfully counter the fragmentation of liquidity and users across L1s and L2s.
5/ This revolutionizes the way data is handled in cross-chain DeFi (and beyond).
Do you understand how big this is anon?
6/ Let me give you a TLDR on the Photon Messaging Layer.
⚙️ Circuits: Cross-chain connection endpoints or gateway contracts for Photon messaging, allowing easy integration for dApps across chains.
7/
⚙️ Transmitters: Ensure stable & secure data delivery from external chains to the @Entanglefi oracle blockchain.
⚙️ On-Chain Data Verification: Data broadcast to the @Entanglefi oracle blockchain is verified by the Controller smart contract.
8/ The Photon Messaging Layer enables cross-chain connectivity and composable dApps that span multiple chains.
It provides real-time state updates and informs smart contracts on other blockchains about events
x.com/zerokn0wledge_/status/1735313970284920934
9/ All based on a data feed & oracle solution built on the @Entanglefi blockchain, which will serve as a chain-agnostic, universal and highly customizable on-chain data solution.
10/ This will allow:
🌐 dApps to tap into any data from any source across Web2 and Web3.
🌐 Smart contracts to access universal data across any chain or any source.
🌐 Universal data feeds across both EVM and non-EVM networks
11/ But @EntangleFi is not only interoperability and data access.
On top of the @EntangleFi blockchain, the team innovated around the concept of liquid vaults.
12/ As native dApp, liquid vaults optimize liquidity across chains by refinancing yield-bearing assets.
This is achieved through 1:1 asset backed LSDs of LP tokens, powered by Entangle’s Universal Data Feeds.
13/ LP tokens deposited into liquid vaults can be used as collateral to borrow against, without sacrificing the yield on the underlying asset.
Users can also restake their LP LSDs in applications across the broader DeFi landscape opening up new yield opportunities.
14/ This puts @EntangleFi at the forefront of enhancing the utility of of over $14 billion in idle LP tokens.
The LSD liquidity @EntangleFi unlocks, fuels ecosystem growth.
15/ By providing novel yield opportunities, Entangle increases the attractiveness of providing liquidity.
Through liquid vaults, Entangle locks in LP tokens, increasing stickiness of liquidity across ecosystems.
16/ Do you see how powerful this is anon?
@Entanglefi can enable all of the narratives mentioned earlier.
It is not only chain-agnostic but also narrative-agnostic.
17/
@Entanglefi solves interoperability & data access.
@Entanglefi's liquid vaults re-imagine LSDfi.
@Entanglefi's liquid vaults can synthesise RWAs on-chain.
18/
@Entanglefi's universal data feeds will power AI applications.
@Entanglefi's Photon Messaging can take Web3 games cross-chain.
@Entanglefi's oracle infrastructure will power DePIN.
19/ Okay cool, but how can I get involved?
The IDO in February is approaching quickly.
@EntangleFi will launch at a fraction of the valuation of already established interoperability and/or oracle solutions.
This is an opportunity you shouldn't fade anon.
20/ Chainlink is worth $18 billion in FDV.
LayerZero is valued at $3B FDV pre-token launch.
Wormhole raised >$200M at an FDV of $2.5B last round.
Axelar sits at $1B FDV.
Pyth sits at $5B FDV.
@EntangleFi will launch at <50m FDV.
21/ So how can you secure an IDO spot?
Your best bet is getting an Agent or Weaver NFT from @WebverseNFT (like I did).
Better be fast though, launch is close.
22/ Don't sleep on the one alpha play that entangles all major narratives anon.
We're early in the cycle and one major play can change your life.
NFA, but doing your research on this one can't hurt.
Will definitely be watching closely myself.
That's a wrap! I hope you've found this thread helpful! 🫡
Make sure to follow me @zerokn0wledge_ and @EntangleFi to stay up to date! 👀
Like/Repost of the below post is also highly appreciated! 🙏👇
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