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Ali Profile picture
@analyticalali
Aug 11, 2021 • 14 tweets • 11 min read • Read on X
MEGA-Thread:
Top 50 Anon / Defi / Shadowy-Super Coder Accounts
to follow

A lot of new people to Crypto have no clue
Who?
What?
Where?
Why?
About these accounts. This thread covers:

1. A Short Bio
2. 1 top or famous tweets by the account
3. Relevant video or interview
Although there is no ranking, a few things about these accounts:
1. They consistently drop Alpha
2. Most come from humble backgrounds
3. They are genuinely responsive when interacting with each one of them & give back to the Crypto community
@loomdart
Bio: Crypto OG, member of EGIRL Capital, great memes, Yats/yatDAO at @TheMadYatter “Pump it Loomdart” — started on Fiverr, video went viral

Tweet:

Video:

Interview:
@Fiskantes
Bio: Started out as Poker Player professionally, studied law but got bored, started dabbling with investments then stumbled upon Crypto now Partner at @ZeePrimeCap

Tweet:

Interview:
@redphonecrypto
Bio: Fan of Crypto - name is allusion to early days in BTC, has a lot of respect for builders in space. 95 Thesis on Crypto.

Tweet:

Interview:
@mewn21

Bio: Predominantly a builder, team makes or breaks everything. @eGirlCapital, @pleaserdao long term investor, primarily a project manager -- working in Defi (swap markets and perps), NFT projects

Tweet:

Interview:
@inversebrah
Bio: Crypto OG meme leader, tag him InverseBrah anytime a tweet backfires or something ironic occurs

Tweet:

Interview: N/A

Other: urbandictionary.com/define.php?ter…
@0xMaki
Bio: Co-Founder of @SushiSwap joined Sushi Discord early on and joined by purely networking with the original Founder, had very non-traditional background

Tweet:


Interview:
@cyounessi1
Bio: Any Defi protocol that wants to understand risk-mgmt. should follow this account, Former Maker risk-management advisor
Tweet:

Interview:
@fintechfrank
Bio: Some of the top podcasts in the Crypto space Director of News @TheBlock__ . Sorry had to provide pic w/o moustache 🤣

Tweet:

Interview:
Image
@bantg One of the top Defi devs, Bantg is one of the smartest and hardworking devs in the space. The bunny talisman of yearn

Tweet:

Tweet:
@fintechfrank @TheBlock__ Bonus Alpha:
@sassal0x

Bio: ETH Bull from Day 1 - all things Ethereum. Started in 2013 with BTC then fell in love with ETH. 2018 doubled down, joined ETH community, launched @thedailygwei Co-Founder @ethhub_io

Tweet:

Video:
Thx @notsofast for the folklore
Adding a list here so it's easy to follow everyone on here:

twitter.com/i/lists/142809…

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More from @analyticalali

Ali Profile picture
Apr 14, 2023
🌌🌲Navigating the Dark Forest: Unraveling the Mysteries of the MEV Market 🌲🌌

After spending weeks researching, we've mapped the complex #MEV Market Landscape! Explore the intricate world of the MEV stack across 3 categories: 1. Infrastructure
2. Solutions
3. Applications
👇 Image
Full blog post here:
mirror.xyz/0xfE32bbB2DdB1…
Before we dive in:

The MEV market is a complex and an ever-evolving domain. As such, the categorizations presented here may evolve over time. We view this landscape as just one perspective.

We welcome feedback as well as collaboration to update this - please reach out!
Read 24 tweets
Ali Profile picture
Apr 13, 2023
SMS Anatoly Keynote Notes: Image
Image
Image
Read 7 tweets
Ali Profile picture
Nov 23, 2022
Primary Research on Solana Developer Sentiment👇

"It's a capital mistake to theorize before one has data"-Sherlock Holmes

Lots of commentary on Solana devs the past week so decided to go direct to the source and ask Sol devs how they're feeling, data collected from devs (n=107)
Survey Questions:
1. How are you feeling about Solana?
2. Are you deploying on any other chains?
3. Developer Solana NPS
4. Consumer Solana NPS
5. Developer experience of building on Solana?
6. Was your team directly impacted by FTX?
1. How are you feeling about Solana?
1 = Switching chains
5 = I'm not f**kin leaving
Read 10 tweets
Ali Profile picture
Nov 4, 2022
*some* MEV Camp notes at Lisbon

Thanks to @mangomarkets @xNFT_Backpack @SolanaFndn @triton_one @jito_labs @Neodyme @FTX_Official @laine_sa_ and others for all the hard work and alfa leaks! 🫡

Brilliant talks by @buffalu__ @jackshaftoes @aeyakovenko @segfaultdoctor @TusharJain_
@Neodyme Stories and strategies from the early days of @solana MEV

#algorithms
@Neodyme notes cont’d
Read 6 tweets
Ali Profile picture
Jul 6, 2022
Some interesting @solana MEV metrics from @jito_labs:

👇
MEV as a % of Blockspace (MEV / Non-vote Txns) currently hovering around 6-9%

Saw peak MEV as % for 2022 on May 12 = 27% MEV of Blockspace Image
Though most of MEV comes from failed txn attempts if we just look at successful MEV txns:

> There are significantly more Arbs than Liquidations by multiple factors
(i.e. 6/29: 146k Arbs vs 2,308 liquidations) Image
Read 13 tweets
Ali Profile picture
Jun 30, 2022
With all the PVP & Activist M&A activity in the Crypto space thought it would be good to go review some M&A Defense strategies.

Though these exist for traditional Finance - we may see some of these strategies come into play in Crypto - or new strategies develop...
👇
(n/n)
1/ Token Repurchases:
Token repurchases are purchases for a company or protocol's tokens done by its existing holders or key stakeholders. [Could be also in the form of DAOs burning their tokens]
2/ Poison pill - this is a defense strategy used by a target protocol to prevent a hostile takeover. This involves allowing existing token holders the right to purchase additional equity/tokens at a discounts which effectively dilutes the ownership interest of the acquiring party
Read 15 tweets

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