Thread by @DermanCapital

1/ All Things Crypto

A thread

2/ TLDR

1) #Crypto is growing rapidly with mass adoption through #NFTs and the market is rewarding L1s with this functionality

2) $BTC is driving the crypto market and continuing the 4 year cycle

3) We should watch out for L1s decoupling from BTC cycles as adoption accelerates

3/ Today, I want to cover all things crypto that I am seeing in the market. These are broken down in the following sections:

1) Macro
2) $BTC
3) NFTs
4) $ETH
5) $SOL
6) Layer 1s ( $AVAX, $DOT, $ADA, etc)
7) Super Cycle Theory
8) 30k Foot View of #crypto
9) Final Thoughts

3.1) On Macro

https://twitter.com/DermanCapital/status/1442247694664101888?s=20

3.2) On $BTC

https://twitter.com/DermanCapital/status/1442247794681683972?s=20

3.3) On NFTs

https://twitter.com/DermanCapital/status/1442247867519979524?s=20

3.4) On $ETH

https://twitter.com/DermanCapital/status/1442248077914492935?s=20

3.5) On $SOL

https://twitter.com/DermanCapital/status/1442248231799382016?s=20

3.6) On Other L1s ( $AVAX, $DOT, $ADA)

https://twitter.com/DermanCapital/status/1442248458266505224?s=20

3.7) On the super cycle theory

https://twitter.com/DermanCapital/status/1442248527674060805?s=20

3.8) My 30,000 Foot View of #Cryptocurrencies

https://twitter.com/DermanCapital/status/1430572771805999104?s=20

3.9) Final Thoughts

I likely missed so much, but that is the point. There is so much going on

With all going on, how can you not be long when $BTC and crypto are in the spotlight around the world. Mass adoption is here and demand is outstripping supply

4/

I’ll leave it here

https://twitter.com/Pentosh1/status/1441535505041027081?s=20

For anyone interested, I post these threads on substack
dermancapital.substack.com/p/all-things-c…