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Jason Choi Profile picture
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24 Jun, 5 tweets, 3 min read
Some of my favorite @theBlockcrunch episodes from past 6 months.

Insights from some of the biggest brains in crypto and DeFi to help you level up.
1/ For the traders out there...

@SplitCapital discusses his strategy, what he looks at when trading, and how the pros consistently take your money.

2/ Missed the NFT wave?

@richardchen39 was one of the earliest/ biggest NFT bulls. He shares why it's just the beginning for NFTs, and specific things he looked at to identify his early winners

3/ Got rugged by $TITAN or still confused about algorithmic coins but too embarrassed to ask at this point?

@benjaminsimon97 walks you through *every single algo stablecoin model*, and teaches you the risks with each of them

4/ Not sure to bet on $SOL or $ETH Layer 2?

@kaiynne and @SBF_Alameda explain the trade offs between the two, and why they're betting the farm on Serum and Ethereum Layer 2 respectively.

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More from @mrjasonchoi

Jason Choi Profile picture
23 Jun
Fixed income: the next big opportunity in DeFi?

A thread 👇
1/ While a nascent vertical in DeFi, fixed income is a *massive* market in legacy finance.

The estimated size of global fixed income instruments today is more than $120 TRILLION.
2/ Fixed income is a broad term referring to everything from treasury bills and corporate bonds.

The basic idea is financial instruments that generate a fixed interest to holders.

Contrast this with lending on @AaveAave, where your interest is variable.
Read 9 tweets
Jason Choi Profile picture
22 Jun
A thread on @theBlockcrunch's backstory.

Figured there may be a lesson for young people without highly differentiable skills trying to get their start in crypto.

For anyone interested...
1/ I grew up in local schools in Hong Kong - that means everyone wanted to be a doctor or lawyer.

There was 0 startup culture, no one talks about tech, no one's building the next unicorn.
2/ So when I got to the US for college, I was completely blown away by the startup fever.

Everyone was trying to become the next Zuck, and virtually everyone had a startup idea lol
Read 20 tweets
Jason Choi Profile picture
20 May
Are whales cashing out of $BTC?

What about $ETH?

Let's take a look at the data.
1/ From the run up from $17K - $60K, addresses with more than 10K $BTC have been falling.

From January to April when $BTC almost doubled in price, there was a roughly 10% reduction in mega whales.

Because the number is so low and may contain exchange addresses it's a bit fuzzy.
2/ Addresses with >1K $BTC ($40M currently) is likely more representative of "whale"/ long term believers.

This was a sharper bunch and basically started selling around $38K, all the way to the top.
Read 13 tweets
Jason Choi Profile picture
16 May
Risk appetite for young full time traders/investors in crypto
1/ I remember reading about a prominent tradfi HF who would give greener analysts more discretion in sizing, since they had no fear vs. grizzled PMs

Fearlessness came from not having lived through extended bear markets and not almost losing your job.
2/ In crypto, I used to think the insane risk appetite investors in their 20s have is because greener investors don’t have the experience of handling big crashes (eg 90s tech bust, 08 crisis).

But crypto had 4 cycles already, with more -60%+ mini cycles for specific sectors!
Read 10 tweets
Jason Choi Profile picture
13 May
Thoughts on DeFi prices
1/ While the dog coins, fancy launch videos and Tiktok memers are finding new and creative ways to bankrupt retails...

Crypto's MOST used projects have been growing at an exponential pace.
2/ Some of the DeFi protocols now generate more fees in a day than #Bitcoin - an almost trillion dollar asset.

These fees are paid by genuine users - NOT staking rewards paid to maintain empty blocks.
Read 9 tweets
Jason Choi Profile picture
1 Apr
It's been a fun few years running the @DegenSpartan account, but I'm officially retiring it.

Some hints I've dropped along the way...
1/ I created the DS handle as a satirical alter-ego of my main account...hence a "degen" version of Spartan, as in Spartan Capital.

I thought it was a dead giveaway but no one caught it, so I ran with it...
2/ Over time I started tweeting about projects like Synthetix, often within minutes of posting on my main and on @DegenSpartan.

Some people started to notice...
Read 7 tweets

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