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25 Jun, 6 tweets, 3 min read
๐Ÿก Home of all my deep-dive threads ๐Ÿก

ty @Darrenlautf for telling me to do this ๐Ÿฅบ๐Ÿ™
๐Ÿ“ Breakdowns of Podcasts, Live streams, YouTube videos, and the like
@RealVision livestream - Dollar is King ๐Ÿ‘‘ by @RaoulGMI

๐Ÿข Nansen Office Hours Episode by @ASvanevik with first guest @Daryllautk - How to use @nansen_ai as well as @pendle_fi alpha ๐Ÿ’Ž

๐Ÿ’ณ Bankless #70 - Facing The Frontier | Jim Bianco

โ€ข โ€ข โ€ข

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More from @wassiecapital

Wannabe Researcher Profile picture
27 Jun
Uncommon Core #14: Interview with a (Degen)Spartan

Been fascinated with @DegenSpartan as of late so I decided to take a warp back in time and read up / listen in on one of his interviews before with @hasufl

๐Ÿ“– Notes on the interview turned recording ๐Ÿ‘‡

anchor.fm/uncommoncore/eโ€ฆ
๐Ÿ’ญI think a lot can be taken from here especially as we see things from a "retail perspective" something that we don't see quite often since we prefer the more "sophisticated" perspective imo

Anyways, notes below โฌ‡
๐Ÿ”น Foreword - Short Introduction
๐Ÿ”น B.D. - Before Degen Spartan
๐Ÿ”น Dabbling in Crypto
๐Ÿ”น Alter Ego
๐Ÿ”น Signs Top was in During August 2020
โžก A lot of similarities to the recent crash ImageImageImage
Read 9 tweets
Wannabe Researcher Profile picture
25 Jun
๐Ÿ’ณ Bankless #70 - Facing The Frontier | Jim Bianco

๐Ÿ”น@biancoresearch
๐Ÿ”น@BanklessHQ
๐Ÿ”น@RyanSAdams
๐Ÿ”น@TrustlessState

๐Ÿ“–Notes on this great podcast ๐Ÿ‘‡
1/n
๐Ÿ”ธBackground of @biancoresearch
๐Ÿ”ธParallels between #crypto and #internet

๐Ÿ”ธRecent market moves
๐Ÿ”ธHow do you re-establish a bull market

๐Ÿ”ธComparing Internet vs Crypto Bubble
๐Ÿ”ธComparing #Apple to #Bitcoin

๐Ÿ”ธHow should a savvy investor play these markets

2/n ImageImageImageImage
๐Ÿ”ธ Macro Markets

๐Ÿ”ธ Crypto in #Inflation Narrative
๐Ÿ”ธ Discrepancy between #DeFi vs Bond Market Yields

๐Ÿ”ธ Bank's worst nightmare - @haydenzadams & @Uniswap

๐Ÿ”ธ On Goldman Sachs
๐Ÿ”ธ DeFi and Wall Street

3/n ImageImageImageImage
Read 7 tweets
Wannabe Researcher Profile picture
21 Jun
Finally got to finish listening to the @RealVision livestream 2 days ago where @RaoulGMI talked about how the Dollar is King ๐Ÿ‘‘

Here are my notes on it ๐Ÿ‘‡

THREAD
- Dollar is key to everything
- On inflation targets and bond markets telling the truth
- Narrative regarding inflation
- Charts on DXY, Euro, & 10 Year Bond Yields - Dollar is key to everything - On inflation targets and bon- Charts on DXY- Charts on Euro- Charts on 10 Year Bond Yields
- Scenario @RaoulGMI noticed since 1962
- Forward looking Indicator (China Credit Impulse) and how both US and World business cycles tend to follow suit after it
Read 12 tweets

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