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More from @Darrenlautf

Darren Lau 👘

@Darrenlautf

6 Sep

Got a few friends asking what they should be reading / resources to get started so here's my take on it:

Basic Skill Tree for those looking to get into crypto 👇

Feel free to comment if there's anything that I should add!

Retweet if helpful 🙌

@coingecko

Bitcoin
@coingecko's How To Bitcoin
landing.coingecko.com/how-to-bitcoin/

@paradigm on
- Bitcoin for the Open minded sceptic
paradigm.xyz/2020/05/bitcoi…
- 7 Things to Read about Bitcoin for institutional investors
paradigm.xyz/2020/05/7-thin…

@TheBlock__

Layer 1s
@TheBlock__ Layer 1 Platforms: A Framework for comparison
theblockcrypto.com/post/114225/la…

Layer 2s
@TheBlock__ An overview of ETH's L2 Ecosystem

https://twitter.com/TheBlockRes/status/1377291646543540229

@MechanismCap Non-technical intro to rollups
mechanism.capital/rollups-introd…]

Read 21 tweets

Darren Lau 👘

@Darrenlautf

28 Aug

1/ The only reason to join a fund over going angel when you have capital is to build a network. And eventually, you'll be able to spin off on your own.

2/ Most analysts aren't exactly wealthy in terms of crypto, and they also get paid much less than TradFi counterparts despite multiples higher ROI and opportunities.

3/ Funds don't want to pay to retain talent because they've built a brand name in a nascent industry and believe they can bank off that. In TradFi, analyst churn is at a high rate because of an abundance of talent and deep knowledge of the industry's inner workings.

Read 13 tweets

Darren Lau 👘

@Darrenlautf

26 Aug

@traderjoe_xyz

.@traderjoe_xyz is prob one of the best examples of how if you have sick memes a community is more likely to gravitate towards you

They have gifs that you can search for

and a telegram sticker pack which is funny

Read 4 tweets

Darren Lau 👘

@Darrenlautf

3 Jul

@iancassel

Re-listened to @iancassel on the @PodcastDelphi recently and thought there were a few good takeaways to be shared on microcap investing👇

Note : this pod first came out in May 2020 so it's an oldie but a goodie

Microcap Club
- Launched in 2011
- Place for idea generation / networking
- Can apply or pay for access
- 20% of the applications become members
- 600+ companies profiled and are broken down by sectors
- Members ranked by aggregate gains/losses

Apply with 2-3 page thesis covering:
- Company Description
- Market Opportunity
- Share Structure
- Competition
- Management
- Financials
- Financing Risk
- Catalysts
- Current Valuation
- Future Expectations
-Price target with supporting logic
microcapclub.com/forums/forum/2…

Read 13 tweets

Darren Lau 👘

@Darrenlautf

24 Jun

@cmsintern

Keeping up with all the alpha on crypto podcasts is hard since we only have so many hours in a day but @cmsintern has been a chad with his notes so helped him to compile some below 👇

PS if you have notes / transcripts on other podcasts, feel free to share and I'll add it in!

notion.so/Podcast-Notes-…

@theBlockcrunch

Some pods i follow that I haven't seen much notes / free transcripts for yet (could be blind)
Blockcrunch @theBlockcrunch
Technical Roundup @RoundupCrypto
Market Meditations @KoroushAK
Deep in the money @DeribitExchange
Crypto Unstacked @leslamb0
Fundamental Value @TheTIEIO

Read 4 tweets