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Ali 🦇 🔊 Profile picture
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5 Oct, 11 tweets, 12 min read
@blknoiz06 kills it in this thread, definitely worth the read. Here are a list of projects that are mentioned in this post!

As always dyor

blknoiz06.substack.com/p/quarter-iv-2…
@OlympusDAO

olympusdao.finance
@MIM_Spell

abracadabra.money
OPTIONS:

@dopex_io
dopex.io

@mangomarkets
mango.markets

@PsyOptions
psyoptions.io
NFTs:
@creatureNFT
creature.world
larvalabs.com/cryptopunks
@BoredApeYC
@coolcatsnft
@SolanaMBS
@0n1Force
@loomlocknft // @loomdart
@worldofumans
@portalheads
@CryptoSeals
@ArweaveTeam
Gaming & Metaverse:

@AxieInfinity
@staratlas
@AuroryProject
@ParallelNFT
@illuviumio
@VulcanForged
@raini_coin
@YieldGuild
@DefiKingdoms
Q4 Alpha:

@terra_money
@TeddyCashLive // @avalancheavax
@DefiKingdoms // @harmonyprotocol
Dex-s:
@dydxprotocol
@traderjoe_xyz
@osmosiszone
@NinjaProtocol
@dopex_io
@astroport_fi
Multi-chain Plays:
@SynapseProtocol

@SecretNetwork

@renprotocol
LP Farming:
@DefiKingdoms // @harmonyprotocol
@osmosiszone // @cosmos
@NinjaProtocol // @solana
Stable Farms:
@RariCapital
@anchor_protocol
@OlympusDAO

• • •

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More from @analyticalali

Ali 🦇 🔊 Profile picture
18 Aug
TOP Crypto Shows & Podcasts

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

H: @ledgerstatus& @CryptoCobain

G: @mcuban @egirl_capital @pythianism @cmsholdings @zhusu @lightcrypto

E:
@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.

H: @TrustlessState @Ryan_Sadams

G: @jchervinsky @VitalikButerin @balajis

E:
Read 24 tweets
Ali 🦇 🔊 Profile picture
11 Aug
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:
Read 14 tweets
Ali 🦇 🔊 Profile picture
28 Jul
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:
Read 4 tweets
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

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