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Jason Choi @mrjasonchoi
, 16 tweets, 8 min read Read on Twitter
0/ Master thread of some of the best #crypto investment threads I've read covering macro concepts (to be continued):
1/ The case for blockchain in society - by @naval

2/ Categorizing research vectors in cryptoasset - by @AriDavidPaul

3/ The case for disproportional upside in crypto vs. public stocks - by @AriannaSimpson

4/ Relative analysis vs. absolute analysis in crypto - by @Melt_Dem

5/ The function of technical analysis in crypto - by @AriDavidPaul

6/ Timing alt rallies and market cycles - by @BMBernstein

7/ The psychology of hodling - by @cburniske

8/ Anchoring bias in depreciating cryptoassets - by @TusharJain_

9/ Platform grade vs. sovereign grade censorship resistance - by @CremeDeLaCrypto

10/ Smart contracts market - by @cburniske

11/ Incentive alignment in token supply - by @Melt_Dem

12/ The problem with quantitative valuation models in crypto - by @QWQiao

13/ Diversification in crypto - by @cryptorae

14/ Risk management in crypto - by @HappyWithCrypto

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Understanding blockchain technical scaling with <20 min videos (a thread) 🤔
0/ If you're having lunch/dinner/on the 🚽, here are some short vids to break down blockchain scaling from the best that you can bookmark.

Some of these vids are highly unappreciated, with ~100 views. Also good at 1.5x speed.
1/ First, a 20-min clear explanation of what the "scalability" challenge actually is by @thatBano:

Read 12 tweets
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Plenty of exciting stuff in crypto in Asia goes overlooked in the US.

Here are some updates this week from #Asia in #crypto amidst a bear market:
From the Philippines 🇵🇭:

SEC is looking to define all tokens as securities by default. Earlier, it also deemed crypto cloud mining contracts as securities. This increases false positives (non-securities deemed as securities).

Source: sec.gov.ph/wp-content/upl…
From Hong Kong 🇭🇰:

A bike-sharing startup has sold its majority stake in exchange for crypto. It will use its tokens to reward renters and promote bike usage. Convincing HK users to use bikes AND set up crypto wallets...hmm 🤔

scmp.com/business/compa…
Read 7 tweets
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Keeping up with all major @ethereum scaling initiatives is hard. @lrettig graciously gives a 20 min overview in this episode of Blockcrunch 😄

Full interview: goo.gl/dPVdyy

(Relevant resources and links in thread)
Summary of all major scaling solutions in @ethereum:


All dev calls for @ethereum here::
youtube.com/channel/UCNOfz…

Real time dev discussions:
gitter.im/ewasm/Lobby

2/3
Libsyn: bit.ly/blockcrunch_li…
Apple Podcast: bit.ly/blockcrunch_ap…
Stitcher: bit.ly/blockcrunch_st…
Spotify: bit.ly/blockcrunch_sp…
YouTube: bit.ly/blockcrunch_Yo…

3/3
Read 3 tweets

Related threads

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0/ What a start to the week in the fast-paced world of #crypto and #blockchain!

Below is an 18-part thread featuring the best bits from the past day or two. Let's get you up to speed, shall we?
1/ 🤑 #Ethereum-/#Web3-focused #crypto startup @ParityTech has received a $5M "scalability, usability and security grant" from the Ethereum Foundation!

Will help Parity fund its work on Casper, sharding, light clients, dev tools, QA, audits and more. blog.ethereum.org/2019/01/07/ann…
2/ 🔛 Big announcement by the team from @RepublicOrg [ $REN ] - a dark pool exchange protocol for trading large volumes of #crypto - announcing the release of public Darknodes.

Submit a 100,000 REN bond to the Darknode Registry and you're good to go! medium.com/republicprotoc…
Read 20 tweets
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0/ Plenty happening in the frenetic world of #crypto and #blockchain!

Below, I've gathered 20 events that caught my eye from the past ~24 hours. Hope you learn a thing or two!
1/ 🌊 @WavesPlatform [ $WAVES ] secured a $120M funding round to launch its private #blockchain platform and system integrator, #Vostok [ $VST ].

3% of $VST will be airdropped to holders of $WAVES tokens. Second funding round scheduled for early 2019! prnewswire.com/news-releases/…
2/ 🦁 @Brave Software, an innovative privacy browser combined with a blockchain-based digital advertising platform, joined @AdLedgerOrg, a non-profit R&D consortium building and implementing the #blockchain standards for #digital advertising. brave.com/brave-software…
Read 21 tweets
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0/ A massive 24 hours in the world of #crypto and #blockchain.

To help you stay on top of it all, I've put together this thread. Just doing my bit to make your day a bit easier!
1/ 👾 @TRONFoundation [ $TRX ] revealed it will be establishing a #blockchain game fund dubbed #TRONArcade. Up to $100M committed for use over the next 3 years!

Click through to learn more about #TRON's plans to build out the blockchain game ecosystem. medium.com/tron-foundatio…
2/ 🧸 U.K.-based @CryptoKaijuIO, a startup offering designer vinyl toys that are traceable on the #Ethereum #blockchain as an NFT, has officially launched.

The first kaiju, Genesis, is now selling for $55. Check it out! cryptokaiju.io/product/genesi…
Read 24 tweets
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0/ Coming in HOT today with a thread devoted to a bunch of #crypto- and #blockchain-related events that took place over the past 24 hours or so. Here we go!
1/ ⛽️ I wasn't joking about that 'hot' thing, for @GetGitcoin have introduced Gas Price Heatmaps (gitcoin.co/gas/heatmap).

Assess the price vs. speed tradeoff vis-à-vis @ethereum gas. Super useful!

Built by @FrederikBolding. It's a visual representation of @ETHGasStation data.
2/ 🆕 Asia's top full-suite digital asset trading firm, @QCPCapital, became the first #OTC trading desk to set up a 'Space' on @AirSwap [ $AST ].

Launched last month, Spaces enable unique environments geared to support connections among groups that trade.
Read 33 tweets
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💪A thread on amazing Twitter threads 😍👇
In the process of revamping my #Twitter profile (dormant earlier), I have come to appreciate the wonderful underutilized platform it is!
Some threads contain crisp knowledge capsules that can help many. Starting 1 on such curated content
1. I largely rely on this: threadreaderapp.com to find content
2. What I wish to share is what coincides largely with my interests- #Learning, #Investing, #Behavioralpsychology (#mentalmodels, #bias, etc), #Businessbooks, Industry insights/case studies, Life experiences, etc
3/n
 While it will be difficult to structure the order of content here, I will try to block threads by category (as noted above & more). Feel free to comment with any good thread that you would have come across. Cumulative learning always helps.
#vicariouslearning
Read 37 tweets
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Here are my favorite quotes from this amazing book. #THREAD
1. "Bitcoin can be best understood as distributed software that allows for transfer of value using a currency protected from unexpected inflation without relying on trusted third parties"
2. "While Bitcoin is a new invention of the digital age, the problems it purports to solve - namely, providing a form of money that is under the full command of its owner and likely to hold its value in the long run - are as old as human society itself"
Read 137 tweets

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