Covering $AVAX next for my deep-dive, Winner of the poll as well.

Small teaser 👇
Valuation is on the cheaper side.
Onchain metrics are strong.
The ecosystem is flourishing!

Excited about future gaming and metaverse projects such as @CitySatoshi
Dual support on the trend line and price level between $72 and $75.
Most importantly optimistic about their execution of the subnets, their ability to tokenize financial assets via permissioned chain on custom chains, and maybe more custom VM ( which could be interesting optionality!)

All of the above themes have a multi-trillion $ TAM
Would love to have @el33th4xor and/or @John1wu for @tokenmetricsinc 100X show.

Where our 106K Youtube subscribers can learn more about this amazing multichain L1.

I also feel like their multichain vision via subnets and custom nets is still v underappreciated by the markets.

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More from @MehdiFarooq2

5 Jan
My 22 predictions for crypto in 2022.

🧵👇
Disclaimer - This is not financial advice.

These are some of the trends I am seeing as an analyst in public markets and degen in private markets (weekend hobby is to ape in private deals brought by syndicates and DAOs).
1.@ethereum 2.0 PoS will happen by the end of 2022.
Read 25 tweets
7 Dec 21
My gaming thesis for the long run 🧵
The financialization of gaming via NFTs and crypto will become a prerequisite.

Gamers have already started asking why they weren't always owning their in-game assets?

Financialization of gaming assets and enjoyment will be so crucial that >80% of games will have this.
The irony of the situation is that having NFTs, crypto, or P2E mechanics of the game wouldn't be enough.

I believe in LR just P2E mechanics are not enough. Games can use their inflationary token emission to bootstrap networks but it's akin to poor DeFi protocol with high APY.
Read 9 tweets
3 Aug 21
A 🧵on $DOT Investment Thesis and Valuation 👇

You can watch my detailed primer on @Polkadot

A detailed walkthrough of my investment thesis, valuation, and price prediction
Investment Thesis

💪Can be thought of as an ETH 2.0 Hedge ( delays in ETH 2.0 Road map) and a Put Option (captures user base and developers from the ETH community)
💪Highly Scalable – Can process up to 1 million transactions vs 15 currently for ETH and 10K for ETH 2.0

cont...
🚀Broadest type of interoperability ( multiple blockchains and bridges can communicate with each other)
🚀Highly customizable and developer-friendly. Substrate makes it easier for developers to create custom blockchains for bespoke products (DeFi,NFT,Privacy,Gaming etc).
Read 25 tweets

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