In today's selection of the Best #Crypto Threads 🧵, we'll have:
▪️ DeFi Covers
▪️ Crypto ETF
▪️ Rollups & ZK technologies
▪️ Uniswap VS Curve
▪️ Narratives Alpha
▪️ Arbitrum Season
▪️ On-Chain tools
▪️ Presales
▪️ Project Researches
And much more!
👇
▪️ DeFi Covers
▪️ Crypto ETF
▪️ Rollups & ZK technologies
▪️ Uniswap VS Curve
▪️ Narratives Alpha
▪️ Arbitrum Season
▪️ On-Chain tools
▪️ Presales
▪️ Project Researches
And much more!
👇
As always, find this edition, extended, as an article here:
cryptoshiro.substack.com
The extended version includes more threads, and project researches.
cryptoshiro.substack.com
The extended version includes more threads, and project researches.
Find your threads gathered in the following categories:
1/ Knowledge
2/ Thoughts & Opinions
3/ Advice, Tools & Guides
4/ News & Events
5/ Projects
BONUS
1/ Knowledge
2/ Thoughts & Opinions
3/ Advice, Tools & Guides
4/ News & Events
5/ Projects
BONUS
1/ Knowledge
DeFi Covers (@Rightsideonly)
DeFi covers are insurances that protect users against DeFi risks.
Protocol exploits, stablecoin depegs, diverging yield to market value, …
Many things can justify an insurance in DeFi.
An analysis + project presentations.
DeFi Covers (@Rightsideonly)
DeFi covers are insurances that protect users against DeFi risks.
Protocol exploits, stablecoin depegs, diverging yield to market value, …
Many things can justify an insurance in DeFi.
An analysis + project presentations.
Shorting Impermanent Loss (@Slappjakke)
In this thread you’ll find why LPing is like selling options, what shorting IL is, which projects allow to short IL, and what revolves around IL.
A technical mega thread by Slappjakke.
In this thread you’ll find why LPing is like selling options, what shorting IL is, which projects allow to short IL, and what revolves around IL.
A technical mega thread by Slappjakke.
What is Token Supply (@Only1temmy)
You have to make sure your foundations are solid.
Tokenomics is sometimes more important than the fundamentals of a project to drive price up. Review your basics with Only1temmy.
You have to make sure your foundations are solid.
Tokenomics is sometimes more important than the fundamentals of a project to drive price up. Review your basics with Only1temmy.
Crypto ETFs (@IamZeroIka)
ELI5:
ETFs are baskets of securities. They are highly used in TradFi.
Crypto ETF would allow you to have exposure to different sectors & diversify easily, among other benefits.
Learn more about it with IamZeroIka.
ELI5:
ETFs are baskets of securities. They are highly used in TradFi.
Crypto ETF would allow you to have exposure to different sectors & diversify easily, among other benefits.
Learn more about it with IamZeroIka.
Account Abstraction (@0xSalazar)
Account Abstraction are programmable web3 wallets that will change your vision of wallet.
Find everything about it with 0xSalazar’s thread.
Account Abstraction are programmable web3 wallets that will change your vision of wallet.
Find everything about it with 0xSalazar’s thread.
How Curve works (@0xboka)
Great infographic on Curve by 0xboka.
Find also a progressive explanation of the infographic.
Great infographic on Curve by 0xboka.
Find also a progressive explanation of the infographic.
Thesis on Rollups & Ethereum (@OvrCldJonny)
Why Rollup to scale Ethereum? Interoperability.
How? OvercollateralizedJonny will tell you.
Why Rollup to scale Ethereum? Interoperability.
How? OvercollateralizedJonny will tell you.
2/ Thoughts & Opinions
Uniswap > Curve as DeFi Infra (@WinterSoldierxz)
A debate between @WinterSoliderxz and @DeFi_Cheetah about Uniswap and Curve.
WinterSoldier thinks Curve is not suitable as DeFi infra for mass/institutional adoption.
Find out why.
Uniswap > Curve as DeFi Infra (@WinterSoldierxz)
A debate between @WinterSoliderxz and @DeFi_Cheetah about Uniswap and Curve.
WinterSoldier thinks Curve is not suitable as DeFi infra for mass/institutional adoption.
Find out why.
Curve stands a better chance than Uniswap to be inevitable in DeFi (@DeFi_Cheetah)
Follow-up and recap of the previous thread debate.
DeFi_Cheetah’s thesis is in favor of Curve.
We love to see a respectful and well-argued debate between these two gigabrains.
Follow-up and recap of the previous thread debate.
DeFi_Cheetah’s thesis is in favor of Curve.
We love to see a respectful and well-argued debate between these two gigabrains.
Thoughts on $UNI (@NintendoDoomed)
NintendoDoomed is worried about the profit potential of the UNI token.
NintendoDoomed is worried about the profit potential of the UNI token.
Curating predictions for 2023 + Opinions (@0xCrypto_doctor)
CryptoDoctor summarized crypto gurus’ 2023 predictions and provides alpha on the most popular narratives.
CryptoDoctor summarized crypto gurus’ 2023 predictions and provides alpha on the most popular narratives.
10 key takeaways on Messari’s theses (@0xsurferboy)
Find Surf’s opinion on the following theses:
• The Macro Rebound vs The Dumpening
• Key people to watch
• On-chain forensics
• State vs Federal stablecoins
• Bitcoin Mining
• Rollups & Modularity
And more
Find Surf’s opinion on the following theses:
• The Macro Rebound vs The Dumpening
• Key people to watch
• On-chain forensics
• State vs Federal stablecoins
• Bitcoin Mining
• Rollups & Modularity
And more
Alpha on Narratives (@Crypt0_Andrew)
Is LSD Narrative still hot? Are there any upcoming catalysts? Are there other narratives to play?
Lot of alphas delivered by Andrew.
Is LSD Narrative still hot? Are there any upcoming catalysts? Are there other narratives to play?
Lot of alphas delivered by Andrew.
Thoughts & Insights of a trader in January (@art_xbt)
Strategy, insights, retrospective thoughts of art’s previous month of trading.
Strategy, insights, retrospective thoughts of art’s previous month of trading.
Analysis on a project that should have put their holders first (@waleswoosh)
A thread on why projects should stay true to their holders and have their best interests at heart.
A thread on why projects should stay true to their holders and have their best interests at heart.
10 biggest trends that will put Cosmos on the map this year (@seb3point0)
A quick overview + An article elaborating on these points.
A quick overview + An article elaborating on these points.
3/ Advice, Tools & Guides
Guide on Web3 job (@MercyDeGreat)
Why you’re getting rejected, what to do & not do, how to get started & more advice.
Guide on Web3 job (@MercyDeGreat)
Why you’re getting rejected, what to do & not do, how to get started & more advice.
Top tips to prevent having your assets stolen (@rektfoodfarmer)
Having your funds safe is the first step to grow in this space.
Having your funds safe is the first step to grow in this space.
Checklist to protect your funds (@Theweb3writerr)
More tips.
More tips.
A guide to ride the Arbitrum micro-cap season (@DeFiMann)
Keep in mind micro-cap are for true degens, and should represent a small share of your portfolio.
(Got rugged 3 times last week).
Keep in mind micro-cap are for true degens, and should represent a small share of your portfolio.
(Got rugged 3 times last week).
14 Crypto tools to make it in 2023 (@rektfoodfarmer)
Charts, On-chain analysis, Calendars, News, everything you need.
Charts, On-chain analysis, Calendars, News, everything you need.
5 On-chain Analysis Tools & how to use them (@TheDeFISaint)
Easier to interpret than Etherscan.
Easier to interpret than Etherscan.
The best under-radar crypto tools (@rektfencer)
Some tools you probably did not know about.
Some tools you probably did not know about.
Token Analyzer Dashboard (@0xYakitori)
A Dune Dashboard to find alpha.
Find out about daily new wallets accumulating the selected token
+ Top holders of the token and when they first bought
+ Estimated PNL of each wallet accumulating the token
& More.
Don’t fade this.
A Dune Dashboard to find alpha.
Find out about daily new wallets accumulating the selected token
+ Top holders of the token and when they first bought
+ Estimated PNL of each wallet accumulating the token
& More.
Don’t fade this.
An analytics tool for Uniswap v3 (@0xCrypto_doctor)
You can backtest your LPs & more.
You can backtest your LPs & more.
How to get into presales (@Success_temmy_)
A quick overview on presales, different type of presales and how to get in.
A quick overview on presales, different type of presales and how to get in.
7 Tips on Presales (@CryptoGirlNova)
What you should do before investing in a presale.
What you should do before investing in a presale.
How to track wallets (@defi_mochi)
Alpha on how you could have spotted the OP run + Addresses to track.
Alpha on how you could have spotted the OP run + Addresses to track.
On-chain redflags you can’t ignore (@bubblemaps)
Unlocked wallets, Wallet splitting, Wash trading & more.
Unlocked wallets, Wallet splitting, Wash trading & more.
5 ways to make 100X (@defiprincess_)
Telegram groups, using tools, making connections: You need to start taking actions.
+ more ways & tips.
Telegram groups, using tools, making connections: You need to start taking actions.
+ more ways & tips.
How to be a Github Guru and find alpha (@DeFiMinty)
Github allows curious people to find alpha and find out about news early, and much more.
A great thread by Minty.
Github allows curious people to find alpha and find out about news early, and much more.
A great thread by Minty.
4/ News & Events
Blur Bypassing Opensea (@pandajackson42)
Opensea required new collections to block Blur, Blur took a free ride on OpenSea's Seaport protocol to bypass OpenSea's blocklist.
A detailed thread to understand how it was possible.
Blur Bypassing Opensea (@pandajackson42)
Opensea required new collections to block Blur, Blur took a free ride on OpenSea's Seaport protocol to bypass OpenSea's blocklist.
A detailed thread to understand how it was possible.
Circle’s CCTP to support the dev of scalable, efficient & secure apps built atop USDC (@0xShinChannn)
A thread by @bitouq, translated.
Find out about the implications for the future.
A thread by @bitouq, translated.
Find out about the implications for the future.
The Latest Developments in the Arbitrum Ecosystem (@TheDeFinvestor)
Arbitrum Ecosystem is still thriving, and is still where most things happen.
Find more about what happened recently.
Arbitrum Ecosystem is still thriving, and is still where most things happen.
Find more about what happened recently.
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
10 Unlaunched projects that could 100x (@Slappjakke)
Some real alpha in there. Be early on these projects.
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
10 Unlaunched projects that could 100x (@Slappjakke)
Some real alpha in there. Be early on these projects.
9 Projects that raised money (via VCs) in January (@DeFi_Taha)
Less money raised in January compared to December, but still some promising projects.
Real Alpha shared by Taha again here.
Less money raised in January compared to December, but still some promising projects.
Real Alpha shared by Taha again here.
VCs’ largest investments in 2022 (@TheDeFinvestor)
Interesting list of projects. Some projects are already valued at a high marketcap, some are not released yet.
Interesting list of projects. Some projects are already valued at a high marketcap, some are not released yet.
5 Multichain LSD Projects (@0xYugiAI)
5 interesting projects supporting multichain.
LSD is mostly an Ethereum Narrative, but Liquid Staking exists on other chains.
5 interesting projects supporting multichain.
LSD is mostly an Ethereum Narrative, but Liquid Staking exists on other chains.
Best ZK Projects to keep an eye on (@milesdeutscher)
ZK is considered by many the future of Ethereum Scaling.
Many technologies are being built with zk-rollups, and not many are already released and ready to use.
ZK is considered by many the future of Ethereum Scaling.
Many technologies are being built with zk-rollups, and not many are already released and ready to use.
Top 11 upcoming L0 & L1 Blockchains (@thehiddenmaze)
An overview of unreleased projects. Don’t fade them.
An overview of unreleased projects. Don’t fade them.
8 Current & Upcoming decentralized stablecoin projects (@ThorHartvigsen)
There is no DeFi without stablecoins, and yet there is not a perfect decentralized stablecoin yet.
A lot of projects are building to offer a better model for stablecoins and gain market share.
There is no DeFi without stablecoins, and yet there is not a perfect decentralized stablecoin yet.
A lot of projects are building to offer a better model for stablecoins and gain market share.
Bridges & Bridge aggregators (@rektfencer)
Overview on Bridges and their technologies & specificities.
Overview on Bridges and their technologies & specificities.
5.5/ Other Project Researches
Find more project researches on the newsletter edition by the following threadoooors:
@2lambro
@0xjaypeg
@0x6851
@CryptoGirlNova
@ViktorDefi
@ToastyAlpha
@MoonKing___
@LouisCooper_
@midoji7
@animocaresearch
@colecallinan
@thelearningpill
Find more project researches on the newsletter edition by the following threadoooors:
@2lambro
@0xjaypeg
@0x6851
@CryptoGirlNova
@ViktorDefi
@ToastyAlpha
@MoonKing___
@LouisCooper_
@midoji7
@animocaresearch
@colecallinan
@thelearningpill
More Threadors:
@verumcapital
@middlecurver
@TheGreatThread
@0xBobdbldr
@WinterSoldierxz
@iamwhales__
@drakeondigital
@AndreCronjeTech
@CryptoBlooom
@TheDeFISaint
@bizyugo
On the following projects:
Dopex, Magic, Buffer, Smilee, Gains, Chainge, & More.
cryptoshiro.substack.com
@verumcapital
@middlecurver
@TheGreatThread
@0xBobdbldr
@WinterSoldierxz
@iamwhales__
@drakeondigital
@AndreCronjeTech
@CryptoBlooom
@TheDeFISaint
@bizyugo
On the following projects:
Dopex, Magic, Buffer, Smilee, Gains, Chainge, & More.
cryptoshiro.substack.com
BONUS
The only 5 guides you will ever need (@CryptoGirlNova)
The only 5 guides you will ever need (@CryptoGirlNova)
Best @DefiIgnas Threads (@rektfencer)
Why you should not celebrate all the goals you achieve (@Chinchillah_)
Another neuro thread by Chinchillah about dopamine and brain reactions.
Another neuro thread by Chinchillah about dopamine and brain reactions.
15 threads to find untold amounts of alpha (@crypthoem)
gud threads.
gud threads.
10 Crypto Documentaries (@ViktorDefi)
Insights from BlackRock’s Playbook (@whospay_intern)
Top 10 Crypto + Macro Videos this Month (@rektdiomedes)
That's it for today frens!
That was a long one, once again.
A lot is happening, and I know it may be hard to keep updated on everything.
Pick your favorite topics, niches & projects.
cryptoshiro.substack.com
That was a long one, once again.
A lot is happening, and I know it may be hard to keep updated on everything.
Pick your favorite topics, niches & projects.
cryptoshiro.substack.com
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