Discover and read the best of Twitter Threads about #dailygm
Most recents (7)
☀️Daily gm...weekly gm. GW! (1/n)
Said I was putting this down, but I had a moment yesterday. Newsbagooor
Starting off with the weekend update from my friend and TA expert Amol 👇
Said I was putting this down, but I had a moment yesterday. Newsbagooor
Starting off with the weekend update from my friend and TA expert Amol 👇
(2/n) Zamn, CB! What about that "decreasing volume" narrative? 🤔
(3/n) Stablecoins are proving to be the Killer App of crypto.
"We have severely underestimated the power of stablecoins and their characteristics. It’s no longer about “cashing out”, it’s about transacting with digital value on the internet."
"We have severely underestimated the power of stablecoins and their characteristics. It’s no longer about “cashing out”, it’s about transacting with digital value on the internet."
☀️ Daily gm (1/n) I'm no war expert. I'm against violence.
This isn't a war thread. For those privileged enough to read tweets rn (like me), here's some CT intel I've collected this week.
Think I'm going to pause the Daily gm away for a while after this & tweet sporadically.
This isn't a war thread. For those privileged enough to read tweets rn (like me), here's some CT intel I've collected this week.
Think I'm going to pause the Daily gm away for a while after this & tweet sporadically.
(2/n) @Delphi_Digital TLDR →
• @Uniswap = ~80% total vol on Eth spot DEXs
• Narratives for 2022: Decentralized stables ($UST, $FRAX, $DAI), Curve Wars + Convex
• #ETHDenver was a call for incentive alignment; ~$1B startup equity in DAO tooling among <200 established DAOs
• @Uniswap = ~80% total vol on Eth spot DEXs
• Narratives for 2022: Decentralized stables ($UST, $FRAX, $DAI), Curve Wars + Convex
• #ETHDenver was a call for incentive alignment; ~$1B startup equity in DAO tooling among <200 established DAOs
(3/n) If you're not using Amol's TA, you're missing alpha.
While $200B got wiped from crypto's market cap last night, Amol's managed to hedge the situation as a trader professionally.
While $200B got wiped from crypto's market cap last night, Amol's managed to hedge the situation as a trader professionally.
☀️ Daily gm cubed (1/n)
Kicking it off with an alpha 🧵
"Gigabrains buy value when it's on sale"
Kicking it off with an alpha 🧵
"Gigabrains buy value when it's on sale"
(2/n) 🧠 📉 Some timely crypto & stonk TA from Amol
☀️ It's still someone's Daily gm (1/n)
Starting with potentially good macro news, tensions at the Russia-Ukraine border appear to be de-escalating
Starting with potentially good macro news, tensions at the Russia-Ukraine border appear to be de-escalating
- Whales and small fish are buying $BTC
- BTC is currently highly correlated with stonks
- The Fed is rising rates to catch up with inflation = markets under pressure
- BTC is currently highly correlated with stonks
- The Fed is rising rates to catch up with inflation = markets under pressure
Headline unemployment is low, but total employment remains below pre-pandemic lvls... plenty of jobs, but people aren’t taking them. - @bgilliam1982
Gaming may partially be to blame. Will govts encourage #GameFi so they can tax the hell out of it?
Gaming may partially be to blame. Will govts encourage #GameFi so they can tax the hell out of it?
☀️Daily gm (1/n)
Now that this #ValentinesDay nonsense is behind us, we can get back to what truly matters.
Tweeting about things that are well beyond our comprehension.
- NFT sales on Ethereum down ~35% WoW
- Markets shaky as US closes Kyiv embassy
- Crypto wins #superbowl
Now that this #ValentinesDay nonsense is behind us, we can get back to what truly matters.
Tweeting about things that are well beyond our comprehension.
- NFT sales on Ethereum down ~35% WoW
- Markets shaky as US closes Kyiv embassy
- Crypto wins #superbowl
(2/n) What's happening in Canada should absolutely have your attention.
People are saying it's bullish for #crypto
But it's also unsettling, and likely just the beginning.
To what extent will leaders demonize dissent?
People are saying it's bullish for #crypto
But it's also unsettling, and likely just the beginning.
To what extent will leaders demonize dissent?
(3/n) @LooksRareNFT team is receiving criticism for cashing out in $ETH & using @TornadoCash to anonymize the withdraws.
Most people are simply complaining that the team didn't pump the price enough 🤷
The best rebuttal I've seen is below 👇
Most people are simply complaining that the team didn't pump the price enough 🤷
The best rebuttal I've seen is below 👇
☀️Daily Gm
"Cryptocurrencies appear to be near a hyper-adoption phase, similar to that of the internet during the mid-to-late 1990s." - @WellsFargo chart via @Blockworks_ (1/n)
"Cryptocurrencies appear to be near a hyper-adoption phase, similar to that of the internet during the mid-to-late 1990s." - @WellsFargo chart via @Blockworks_ (1/n)
Stonks via @bgilliam1982's newsletter:
- Inflation is likely transitory as we move beyond what happened in 2020, but investors remain cautious.
Consumer confidence is still low. (2/n)
- Inflation is likely transitory as we move beyond what happened in 2020, but investors remain cautious.
Consumer confidence is still low. (2/n)
Controlling inflation is a top priority on the political agenda.
Rising inflation is damaging Biden's approval rating. (3/n)
Rising inflation is damaging Biden's approval rating. (3/n)
☀️Daily Gm
Crypto sentiment flipped to neutral while the total market cap flirts with $1T.
On the other side of the pond, a disappointing CPI print applied pressure on the markets. (1/n)
Crypto sentiment flipped to neutral while the total market cap flirts with $1T.
On the other side of the pond, a disappointing CPI print applied pressure on the markets. (1/n)
Fed’s Bullard goes turbo-hawk: "I’d like to see 100 basis points in the bag by July 1.” (2/n)
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
"Exploits like we saw with Wormhole also highlight a bull case for trading Ethereum-based assets directly on L2s rather than through bridges connecting blockchains with heterogeneous consensus and virtual machine layers." @_LewisHarland_ (3/n)
