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28 Jul, 4 tweets, 6 min read
I don't think I've ever heard @hasufl being so euphoric and excited during his talks, but his chat with @mevintern is worth the listen!!! #MEV ALPHA below:

> Reorgs
> MEV Overview
> Flashbots
> Searchers
> MEV Strategies

and much more. Notes below!
Specifically on ETH Reorgs & discussions:
@bertcmiller @AndreiAnisimov_ @EdgarArout @obaidkav @tomhschmidt @0xmons @mikedemarais @Darrenlautf @0xGreg_ @SamuelShadrach4 @TimBeiko @Fiskantes @mgnr_io

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More from @analyticalali

Ali Profile picture
27 Jun
Crypto Reading & Notes Thread for Week of June 21-27

Total Time Saved via Notes: 7 Hours

Topics included: Bollinger Bands, Polygon, Technical Roundup, ETH Dev Call, Defi vs NFT, China Mining, and Real life updates on trading / bear markets from top traders.
(1/n)
@UpOnlyTV conversation with @bbands notes (6/22)
@Unchained_pod: @laurashin <> @_jdkanani (Polygon co-founder / CEO)

Read 13 tweets
Ali Profile picture
17 Jun
State of the Market by @hasufl and @zhusu
Thread (1/n)

Youtube:
Apple Podcast: podcasts.apple.com/us/podcast/unc…
Spotify: open.spotify.com/show/3vuV292Hi…
Is the Bull Market over?

People generally have trouble zooming out:
> YoY Total Value Lock in protocols
> YoY Activity in Addresses
> Daily Volumes
We are at monumental figures, healthy signs of adoption & continued interest
>Some coins went up every month for 9 months straight pullback not necessary a bad thing
>Gives entry point to new comers
>Bull Market definitely not over
>Also allows institutional participants to get involved Good chance to get into ETH
Read 22 tweets
Ali Profile picture
17 Jun
Macro/Inflation Trends have been a big topic in the Crypto space.
Was very much in @ThinkingUSD's camp regarding inflation vs. @mattysino but after listening to @RaoulGMI realized there is more nuance. Shout out to @ledgerstatus and @UpOnlyTV for driving the convos
Thread: (1/n)
@ThinkingUSD Macro Thesis:
1. Federal Reserve has bought 50-60% of all US treasuries issued by US govt since Covid
started. US Govt issuing bonds, selling to the Fed.

2. US deficit so big right now that no one can absorb it other than the Fed, basically financing themselves
3. US Govt tax receipts can't even cover their treasury spending so they need to issue more debt
just to service their existing liabilities (issuing debt to pay interest on their debt)
Read 18 tweets
Ali Profile picture
16 Jun
@UpOnlyTV my thread notes on the awesome chat with @RaoulGMI , @CryptoCobain and @ledgerstatus (1/n)
Background: Raoul path to Defi:
Global Macro Investor - Investment Research
Was trying to make the world's safest bank after seeing the Global Financial Crisis but shifted gears and started investing in BTC 2012/2013
2014/2015 — @RealVision — people needed to understand finances
Why did he stick around BTC?

Stock to Flow model - if BTC is digital gold it should have the same attributes. Comparing gold to bitcoin back in 2013 BTC was very undervalued; even if S2F not 100% perfect gives conceptualization of how it could work
Read 24 tweets

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