An archive of tweets, threads, articles, blog posts etc. that I find interesting within crypto
For those that use the success of casino and human desire to gamble to justify people will always come to gamble in crypto
Have you considered the fact that the world as we know it (1945~) has been inflationary aside from a few bumps in the road while the cost of living is also affordable (the most important distinction of our generation).
Casinos’ success are built on the Greatest Gen, Boomer and GenX, who have seen their asset appreciate without any work done on their part.
Do you think if the governments keep inflating the cost of living would still be manageable enough for people to have $ to gamble.
And do you think a meaningful amount of $ will flow into crypto compared to other venues like casino, stock market and sports betting?
Do have to note that crypto (alts) is mostly a GenZ activity and we’re the poorest generation of all
And for those that believe BTC flow will trickle down, how many BTC whales are GenZ and want to gamble and not move $ to other more “real sectors”?
I’d like crypto to succeed, I truly do. Hell, I basically dropped TradFi opportunities I could’ve had and all in-ed crypto. I need this to succeed long term lmao.
But I think these are importsnt questions that everyone needs to find their answers for. Or else, are you really here because you chose to? Or because you thought money can be made here easily?
Good thread by Fiskantes.
TLDR:
Crypto as we know it has matured, and the era of easy money is largely over. The significant gains were made between 2014 and 2024, with similar opportunities now available in other markets.
While crypto still attracts small investors through niche opportunities, making it in crypto now requires lots of research, intelligence, and hard work—not just early adoption.
https://x.com/Fiskantes/status/1903756505783886042
Opened a short on this yesterday after seeing the price up 60%.
Should have shorted $AUCTION too.
Think we’ve transitioned to Phase 5 where stronger alts have found some bottoms, but am still unsure if global bottoms for most things have come.
This is the regime where I’m the least active, mainly because there is minimal volatility either way. We try to pick up 1/2 things that we think can offer better defensiveness than the average alt and hope they outperform if we are wrong on being bearish but that’s about it.
The tricky thing about Phase 5 is that it can last any period of time. To me I don’t think we stay in this phase as long as the last cycle given the lack of structural destruction (nobody went belly up) but it’s anyone’s guess. Crypto still probably follows equities for awhile…
Most people will use stablecoins for two purposes:
> To move money across borders instantly at the lowest cost.
> To invest money in a large pool of yield opportunities offered by DeFi and RWAs.
https://fxtwitter.com/hmalviya9/status/1903358711399317822
I agree with this take. Will long this instead of ETH / SOL if market turns bullish
Читать полностью…https://fxtwitter.com/pythianism/status/1903139189551665305?t=dgtoznG8863-bXdPrMP6FQ&s=19
Читать полностью…Do you promise to sell $ETH above $2,000 next time, anon?
Читать полностью…Lmao this is actually hilarious.
An explanation of why your favorite token will go to zero 😅
https://x.com/prz_chojecki/status/1902991766157975967?t=8TZ42Gu-g4qMyuodHnMCJQ&s=19
https://x.com/0xlaiyuen/status/1902938504415547715?t=jrHpwnjUACn1Vt4LOBjA6g&s=19
Читать полностью…https://x.com/Defi_Warhol/status/1902761134546886945
Читать полностью…https://fxtwitter.com/MoonOverlord/status/1902709184749330820?t=saYXcm8ltB0_qf81PeVMnA&s=19
Читать полностью…$PENGU ETF.
lol wtf is wrong with this market
ZERO
reality is that this market is a zero-sum game. every dollar you make is a dollar somebody else has to lose, and vice versa.
so, in order for a small minority to make outsized returns a big majority has to lose money. that is the reality of crypto trading. „wagmi“ is just fugazi.
that is why using counter-indicators and betting against consensus is generally +EV.
The Efficient-market hypothesis states that at all times, asset prices reflect all available information.
This is only partially true for crypto and is why you should try to gain an edge in here.
A 25 min read I wrote about trading 2 years ago that should be equally relevant today
https://theblackswans.substack.com/p/almost-everything-you-need-to-know
https://x.com/0x_Kun/status/1903691358176723194?t=Ww7DNOj2dRSWotKUpW_ydw&s=19
Читать полностью…https://x.com/Tiza4ThePeople/status/1854970596553376006
Читать полностью…https://fxtwitter.com/happyprofit1/status/1903188327844679769
Читать полностью…https://x.com/Route2FI/status/1783596643012464768
Читать полностью…Yeah because that has been working well so far, buddy.
Читать полностью…Some interesting replies: https://x.com/Route2FI/status/1902826823991627887
Читать полностью…https://www.binance.com/en/research/analysis/where-are-our-airdrops-going/
Читать полностью…Sometimes you gotta wonder what kind of weed he smokes to have this much hopium
Читать полностью…https://fxtwitter.com/SilenceCapital/status/1902813698617405626
Читать полностью…https://x.com/0xLouisT/status/1902755985803858168
Читать полностью…https://fxtwitter.com/MessariCrypto/status/1902739224442397004?t=UIorS3x3xCJ2tc4ldH7Ocg&s=19
Читать полностью…One of my fav Twitter profiles in the space (non-crypto related)
Читать полностью…https://x.com/BowTiedBull/status/1902467012292379110?t=XsAwDBxwIqe7GRMsZHj96A&s=19
Читать полностью…