Miles Deutscher Profile picture
Jul 30, 2022 β€’ 4 tweets β€’ 1 min read β€’ Read on X
The Ethereum Merge is one of the biggest narratives of 2022.

But the question is: How do you best capture its upside?

🧡: Here are 5 $ETH plays to get exposure to the merge. πŸ‘‡
1. $ETH

The most literal and obvious way to get exposure to the merge narrative.

The merge is the first of a series of 5 major upgrades (read more about the roadmap below):
$ETH tokens will be required to stake in order to validate the network, given the shift from POW to POS.

In theory, this means that more tokens are locked (reducing supply), and well as increasing demand due to the higher APR achievable through staking (~7.5%).
Another 2 key factors come in to play when quantifying the impact of the merge:

β€’ A reduction in issuance (ETH becomes a deflationary asset).

β€’ A 99% decline in energy consumptions: Making $ETH more palatable from an institutional investment perspective.

β€’ β€’ β€’

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More from @milesdeutscher

Apr 26
SocialFi will be one of the biggest narratives this summer.

Friend Tech's V2 launch + airdrop could kickstart a broader SocialFi season.

You still have the chance to be early.

🧡: My FULL guide to SocialFi (+ top picks).πŸ‘‡
In this thread, I'll cover:

β€’ What is SocialFi?
β€’ Friend Tech V2 & Airdrop
β€’ Why SocialFi could be a strong trade in the coming months
β€’ The specific SocialFi projects I'm watching (best proxy plays)

Let's dive in.πŸ‘‡
Firstly, what is SocialFi?

Social Finance, or SocialFi, combines the principles of social media with decentralised finance.

Simply put, it incentivises social media participation with crypto tokens.
Read 30 tweets
Apr 10
Mastering the art of on-chain whale watching could be your ticket to millions.

In recent weeks, insiders have been turning $1k > $1m+ by getting into meme coins EARLY.

🧡: Here are 2 battle-tested strategies I use to track their trades (and find early meme coin alpha).πŸ‘‡
Crypto's information landscape is heavily asymmetrical.

Insiders are often privy to intel that massively affect a token's price - launches, promos, partnerships & more.

Using this info, they often front-run retail investors by strategically timing their investments.
Now, these insiders become "whales", where they leverage their network and connections to find more early investment opportunities.

It's a classic cycle, where the whales get richer at the expense of retail.
Read 27 tweets
Apr 8
RWA is one of the biggest opportunities this cycle.

BlackRock just launched a tokenised fund.

Tokenised assets are set to hit $10T by 2030.

If you're still sleeping on this sector, now is the time to wake up.

🧡: My ULTIMATE guide to Real World Assets (+ top altcoin picks).πŸ‘‡
In this thread, I’ll be covering:

β€’ What is RWA?
β€’ Why RWAs are poised for significant grow in 2024 (and beyond)
β€’ The specific RWA projects I'm interested in

Let's dive in.
Firstly, what is RWA?

Real-world assets (RWA) represent physical assets like gold, real estate, and other commodities as tokens on the blockchain.

This increases:

β€’ Efficiency (lower cost without brokers)
β€’ Accessibility (fragmentation and more liquidity)
Read 25 tweets
Apr 1
Every week, 𝕏 is riddled with crypto alpha.

However, the REAL alpha nuggets tend to get lost amidst the noise (especially in a bull market).

I compiled the TOP 10 alpha tweets I read this past week, so you don't have to.πŸ‘‡
1. Current trending narratives to focus your attention on.
2. Great reminder to trade new token standards as they arise.
Read 12 tweets
Mar 30
Grayscale believes we're currently in the β€œMIDDLE” stages of a crypto bull run.

They just released a report which breaks down their key findings, AND what comes next.

I read through its 2400 words, so you don't have to.

🧡: Here's everything you need to know.πŸ‘‡
Grayscale began by citing a number of signals that we're currently in the middle of a bull market.

β€’ Bitcoin’s price breaching its ATH prior the Halving
β€’ Total crypto market cap reaching its previous high
β€’ Meme coins garnering TradFi attention Image
But in order to work out how long this rally will sustain, we must assert the underlying price drivers.

They highlight two specifically:

β€’ Spot Bitcoin ETF inflows
β€’ Strong on-chain fundamentals

Let's break these down even further.
Read 18 tweets
Mar 25
GCR is one of the greatest traders the crypto space has ever seen.

Although he's no longer active on X, he has left behind a trail of alpha.

I spent 2 hours on the weekend reading & collating it.

🧡: Here's a compilation of the top 15 GCR alpha tweets.πŸ‘‡
1. 90% of people are better off holding vs trading.
Read 17 tweets

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