Primary sources are key to understanding Crypto and essential for anyone who wants to understand the space.
Choose 1-2 to listen to consistently but listen to others sometimes
Overview: 1. Why Unique 2. Host/s 3. Example Guests 4. My favorite episode
@UpOnlyTV 1. Fun podcast, feels like you are in the conversation, extremely informative; go into detail and ask the questions no one is asking
@BanklessHQ 1. Really great conversations with top Crypto leaders, What is cool about their talks is that they do a summary at the beginning of each episode.
uncommoncore.co
For the intellectually curious, Su breaks down his investment thesis for Crypto and Hasu enjoys diving deep into technical details but easy to follow. Research & Market focus.
@Unchained_pod 1. Laura is a former senior editor of Forbes, and one of the first mainstream reporter to cover crypto. Her podcasts are clear and easy to follow
@thedailygwei 1. If you are super bullish on Ethereum, these talks are a no brainer. The Daily Gwei turbocharges your Ethereum knowledge with a daily newsletter and daily video recaps of the entire ecosystem.
@RealVision 1. One of the top investors in the World w/ focus on Macro & Global investments. If you are an economist or enjoy Macro views, these talks are for you
H: @RaoulGMI
Talking Crypto 1. Talking Crypto with Gabriel interviews some of the most interesting Anons in the Crypto space. Bonus: he breaks his videos up into segments with his Q&AAll Crypto
H: @gabrielhaines
G: @Fiskantes , @scupytrooples @0xmons@mewn21
E:
@finematics 1. Defi Education, this is a must if you really want to understand technical details behind Defi in ELI5 format, AWESOME animations and goes into great details
H: @finematics
G: NA
E:
@nansen_ai 1. Nansen holds office hours about their latest data discoveries, dashboards and of course occasional alpha leaks. You should listen to these to understand the data behind Crypto and how to use to your advantage
H: @ASvanevik
G: NA
E:
@ProfitMaxmalist 1. Great podcast for exploration of investment strategies, trading ideas, market views -- some very relevant topics especially for current events
@Ceazor7 1. This is great educational content for Defi and Crypto and actually pretty funny as well. Very entertaining videos and great step by step walkthroughs
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
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:
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)
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
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)
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