An archive of tweets, threads, articles, blog posts etc. that I find interesting within crypto
We've often found protocols that have 2 out of 3 of these criteria but lacking one of them usually means that the market does not care at all about the token. A number of tokens are languishing in this category with zero bid and will remain the case until the missing feature is fixed. Also think public market token buybacks are simplest and offer lowest reg risk to teams vs dividend payouts for eg.
Читать полностью…If all your money disappeared tomorrow, could you make it back?
If not, you're not wealthy.
You're just in a very comfortable cage.
https://x.com/VirtualKenji/status/1931384408659120344
https://fxtwitter.com/TheFlowHorse/status/1931473603968569438?t=D3HXgefqoaZK7uiI4I2-sA&s=19
Читать полностью…Part II
Link: https://x.com/Route2FI/status/1931298806336716926
https://x.com/kirbxbt/status/1930677495902216467
Читать полностью…Kind of sad post. Pretty sure this guy used to post some good threads over the years
Читать полностью…Wild story
https://fxtwitter.com/beniduboss/status/1930566838280151300
https://x.com/VannaCharmer/status/1930318687333986639?t=1Q6O9NthEejIh2hWJikGVQ&s=19
Читать полностью…https://x.com/loomdart/status/1929914428268359992?t=eVQXsdY6a5bWSBst60DfTA&s=19
Читать полностью…https://x.com/DefiIgnas/status/1930037967122509931
Читать полностью…https://x.com/Rick79707965282/status/1929897571016966259?t=uEziKKLpyOZGbJFBcDYpiQ&s=19
Читать полностью…https://x.com/trenchesborn/status/1929493260428345421
Читать полностью…https://x.com/0xLouisT/status/1929816532848173102
Читать полностью…Good to bookmark
https://x.com/Route2FI/status/1929610156314067093
Wait. What if James Wynn is actually a marketing stunt by Binance?
Yet to see CZ's motivation behind this. But something feels off here
Reflecting on how the public markets for alts has evolved over time, I think especially after the meme saga and HYPE's success, the playbook is clear. Premiums will be awarded to protocols that have these 3 criteria:
1. A sustainable and growing business (ideally independent of crypto cycle busts and booms)
2. Minimal token inflation via unlocks (investor or team selling)
3. A team that prioritizes tokenholders which typically means some portion of revenue generated is dedicated towards public market token buybacks (not to be confused with token burns, that is useless)
There are very very few protocols that meet all three criteria right now, with HYPE being the standout example but it will be very clear that big winners are in the making.
https://x.com/Route2FI/status/1931636823597408291?t=gfLqfh0lgQcPJG2iZKh2WA&s=19
Читать полностью…Lol, this is hilarious
Link: https://x.com/MustStopMurad/status/1931409154238816583
Part I
Link: https://x.com/Route2FI/status/1931292906641347049
https://fxtwitter.com/Gojo0x/status/1930829644712014267
Читать полностью…https://www.ignasdefi.com/p/scoring-crypto-narratives-my-formula
Читать полностью…general opsec principles:
- do not keep all your money in one place (address, CEX etc..)
- do not use e-mail adresses with your name in it
- do not click unknown links from non-trusted sources
- do not download any .exe
- communicate with people from a basis of distrust and see over time who is trustworthy (many do it the other way round)
- use hardware wallets
- use steelplates for seed phrases
- do not store seed phrase at home (bank vault is best, and encrypt it with an algorithm only you know so not even a corrupt bank employee can do smth)
- use 2FA on all your accounts
- be careful who you doxx to
- use decoy wallets with small sums in it in case of home invasion to avoid torture
- build competence in violence
https://fxtwitter.com/CryptoGirlNova/status/1930191683301290027
Читать полностью…I think so too
https://fxtwitter.com/AltcoinPsycho/status/1929959215659135268
how to get hired in crypto (even if you have zero experience)
https://fxtwitter.com/SuhailKakar/status/1929863609326489711
Pendle bull thesis by: https://x.com/Bitcoineo/status/1929820692805226941
Читать полностью…Market condition has a small yet measurable impact on the success of a token.
The only meaningful correlation to market condition appears above a 120-day market, implying that if you can forecast a 120+ day bull market with some certainty, it does probably make sense to launch a token.
https://fxtwitter.com/lakejynch/status/1929531670471839987?t=Ia9oLED7R8qipoME0Y6sRg&s=19
Time for Stablecoin Summer?
https://fxtwitter.com/TaikiMaeda2/status/1929538665560031641
real
Ross sending $30m in $BTC to himself as a "donation". Or why would someone donate him that? Hmm 🙈