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Jack Niewold Profile picture
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18 Dec, 7 tweets, 3 min read
Anon, you deserve better.

Saturdays are not for binge-watching netflix while hungover.

Saturdays are for Alpha, anon.

Here are five of my favorite articles for gaining an edge in crypto investing:
1. 'Mastering Shitcoins' by @Dan_Jeffries1

The gold standard guide to no-BS buy-and-hold altcoin investing strategies.

I'd recommend this article to anyone just starting out with smaller-cap cryptos.

hackernoon.com/mastering-shit…
2. 'On Reflexivity and Imitation' by @mattigags

Crypto is a game, crypto is a meme.

Only once you realize that can you can figure out how to make money in this industry.

insights.deribit.com/market-researc…
3. The Internet of Value

Perhaps the most fundamental value add in crypto is not decentralization, nor is it privacy.

It is the peer-to-peer nature of the technology.

We make fun of XRP, but it was one of the pioneers of this concept.

ripple.com/insights/the-i…
4. 'Leverage 101' by @hasufl

Leverage is the source of incredible volatility, incredible loss, and incredible wealth.

Don't get rekt:

insights.deribit.com/market-researc…
5. 'Bitcoin: A Peer-to-Peer Electronic Cash System', Satoshi Nakamoto

I think all crypto investors should understand exactly where and why this movement started.

It's a bit technical at points, but most of it is actually quite digestible. Worth a read.

bitcoin.org/bitcoin.pdf
And if you like reading content around altcoin investing, you'll love my newsletter, which you can read here: cryptopragmatist.com/sign-up-twitte…

Lastly, please do me favor and give this thread a RT (it's linked below) to help it get out to more people.

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More from @JackNiewold

Jack Niewold Profile picture
17 Dec
Should crypto investors buy the dip or cut their losses?

While there's a lot of discussion, most of it isn't backed by data.

Here's a thread on what the numbers tell us about altcoins bouncing back and the validity of dip-buying:👇
For simplicities sake, we're looking within market cycles, not from market cycle to market cycle.

So this thread will look at four points in time:

• April 14, BTC ATH (Peak 1)
• July 20, BTC bottom (Trough)
• November 8, BTC ATH (Peak 2)
• December 15, (Present)
First thing to look at: are alts even worth investing in?

Answer is undoubtedly, yes. Alts have beaten BTC from:

• Trough (July) - Present
• Peak 1 (Apr) - Present
• Peak 2 (Nov) - Present
Read 12 tweets
Jack Niewold Profile picture
15 Dec
Five bullish thoughts I've had on $SPELL:

(thread) 👇
1. There's definitely a chance that @danielesesta is a manic, anarchistic autocrat and that $SPELL goes to zero.

But if he ends up being crypto's Steve Jobs, his projects could 100x.

Zero or 100x = risk/reward asymmetry.
2. This might be the first memecoin with actual utility.

I'm not sure if that's more or less powerful than something like $DOGE.
Read 9 tweets
Jack Niewold Profile picture
15 Dec
Here's why non-Ethereum L1s will win.

(as argued by @zhusu on his podcast Uncommon Core in a conversation with @hasufl)

👇 // thread // 👇
CONTEXT: @zhusu is now seen as a crypto villain after claiming Ethereum has abandoned its users.

This added gas to the Eth mainnet/L1/L2 debate that's been raging for months.

Below is the argument he lays out for the succession of Ethereum by alt L1s, point by point.
I'll do my best to summarize @zhusu's argument in an organized and extremely condensed way.

This will omit, simplify, and rearrange. You should listen to the podcast if you want to know exactly what he thinks.

This is not my opinion (but I'm pretty compelled by the argument).
Read 15 tweets
Jack Niewold Profile picture
13 Dec
Let me tell you about something that's happened to me many times since I hit about 5k followers that is both annoying and incredibly unethical:
I'll get a DM from some relatively well-known name on crypto twitter, often anon.

'hey, you should check out x protocol or x small cap, it has a lot of potential'
I get a lot of messages about small caps and they're often interesting and promising.

That's how I find out about a lot of sub-$100m protocols.

So I nearly always spend maybe 30 minutes reading some documentation and seeing if its worth throwing in some money.
Read 8 tweets
Jack Niewold Profile picture
12 Dec
Five (controversial) crypto predictions for five years from now:

(thread)
1. The prevailing crypto narrative will slowly shift to ‘The Internet of Value’

Centralization and lack of privacy are not pain points

Intermediaries sucking value out of peer to peer transactions is.

Pocketbooks, not ideologies, win hearts and minds.
2. Bitcoin is more durable than most can imagine

BTC was the first time people agreed on a digital store or value. Being backed only by consensus is an advantage, not a problem.

We don’t need DeFi on BTC.

The narrative is worth more than TVL/smart contracts.
Read 6 tweets
Jack Niewold Profile picture
10 Dec
When the market dips, I buy up:

• Low valuations
• Undervalued cash flows
• Undervalued network effects
• Strong communities

These are the traits that lead to massive bounces when sentiment flips

Here's why Trader Joe ( $JOE ) could do a 5x and still have room for more.👇
If you haven't heard of it, Trader Joe is a DEX on Avalanche.

It's not really revolutionary in any new ways, although it's intuitive, inexpensive, and great for onboarding new users.

But dive into the metrics and you see how it really sets itself apart.
Let's start with exchange volume. Volume tells us how much money flows the protocol.

More volume = more valuable

Below, we lined up some of the biggest exchanges by their market cap/volume ratio.

Compared to the average exchange, $JOE is undervalued by about 80%.
Read 11 tweets

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