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$GNS

3 pieces · Dec 2022 to Apr 2023

Sectors

DeFi3 L1/L22 Tooling1 Perps1

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Coverage per year

12022

22023

Price and coverage

Gains Network $GNS

Calls: 2 bullish
Since first call, bullish: −89%
Since latest call, bullish: −95%
Now: $0.455

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $GNS

Market take10 Dec 2022Rollup degen portfolio: low-cap Arbitrum and Optimism DeFi playsDiscloses an equal-weighted degen portfolio of low-cap Arbitrum and Optimism protocols, tilted to options and perp DEXs, as a proxy for ARB exposure and leveraged OP. Notes most of liquid assets remain in stables amid FTX contagion.Explainer19 Apr 2023Valuing protocols with Token Terminal financial statements and P/S, P/FShows how Token Terminal's standardized financial statements and P/S and P/F multiples let investors compare dApps and L2s TradFi-style, with Q2 2023 examples of apparent over and undervaluation.Data22 Mar 2023L2 DeFi narrative portfolio: YTD performance vs BTC and ETH (March 2023)Performance update on the author's L2 DeFi basket with changes made and YTD returns, contrasted with BTC, ETH and MATIC to argue for a clear thesis and conviction.

Timeline · every piece, newest first

2023 2

19 Apr 2023Valuing protocols with Token Terminal financial statements and P/S, P/FShows how Token Terminal's standardized financial statements and P/S and P/F multiples let investors compare dApps and L2s TradFi-style, with Q2 2023 examples of apparent over and undervaluation.ExplainerToolingDeFi

22 Mar 2023L2 DeFi narrative portfolio: YTD performance vs BTC and ETH (March 2023)Performance update on the author's L2 DeFi basket with changes made and YTD returns, contrasted with BTC, ETH and MATIC to argue for a clear thesis and conviction.DataDeFiL1/L2

2022 1

10 Dec 2022Rollup degen portfolio: low-cap Arbitrum and Optimism DeFi playsDiscloses an equal-weighted degen portfolio of low-cap Arbitrum and Optimism protocols, tilted to options and perp DEXs, as a proxy for ARB exposure and leveraged OP. Notes most of liquid assets remain in stables amid FTX contagion.Market takeDeFiPerpsL1/L2

Often covered with

Token Terminal9 GMX6 Aave14 Arbitrum65 Optimism61

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