Will Poskett Profile picture
Jan 29, 2022 15 tweets 12 min read Read on X
In 2021 i made big gains on $GALA , $SOL & $MATIC
by applying my own strategy to #crypto.

Using this strat we can see why @BoredApeYC is now at #100ETH 🤯🤯

Want to know how they did it? check the thread below 👇🧵
#BAYC100 #NFTs

BTW if you like it pls RT/share this 1st post
WHAT WE WILL COVER:
-Catalyst
-Cultural Narrative
-Brand
-Tokeconmics/team
1/ CATALYST

The catalyst that kicked off the #NFT craze in 2021 was when @beeple sold his artwork for a massive $69M in May.
2/ CULTURAL NARRATIVE

Thie catalyst kicked off a narrative that #NFT would be the future of art & community.

This saw 1000s of copycat #NFT projects launched. Many of them are now 'worthless JPEGs'.

But @BoredApeYC has thrived...wanna know why? Keep reading on.
3/ BRAND STORY - 1

After @beeple fuelled the #NFT craze many projects like @thecryptopunks by @larvalabs became increasingly expensive & out of touch for more retailer buyers.

@BoredApeYC subverted this in the following ways...
4/ BRAND STORY - 2
@CryptoGarga & @GordonGoner built a great story:

- #apes represent people who 'aped' into crypto early & made millions in the future.
-They were now so rich they were bored out of their mind.
-This story tapped into the dreams of so many in #crypto (WAGMI!)
5/ BRAND STORY - 3

-In the beginning, they also positioned @BoredApeYC as a challenger to the elite and too expensive @thecryptopunks . They where the 'challenger brand'

- This resonated with a lot of #NFT #crypto investors who could not afford these projects
6/ BRAND INFLUENCE
@BoredApeYC has also leveraged influence very well:

-@pranksy one of the most influential #NFT investors was one of the first to APE in. Bring fame to the brand.

-Today a lot of celebs like @JmmyFallon are also making @BoredApeYC famous outside of #crypto
7/ BRAND EXPERIENCE

Whilst most #NFT projects at the time were copy & paste efforts, @BoredApeYC stood out because:

-They created real utility (you own the IP to your ape, you could iterate with it, there was a club to hang out at)
-The art style was truly unique/stood out.
8/ TOKECONOMICS & TEAM
The price of @BoredApeYC has also been helped to grow by:

-The capped the supply of original apes and especially exclusive gold ones.

-Amazing community that rarely sells and fights to increase the floor price.
CONCLUSION
@BoredApeYC grew to #100ETH because:

-timed the #NFT narrative like a boss
-had an amazing brand story that spoke to a broad #crypto audience
-had a great brand experience & design.

BTW if you like this thread you'll love my other ones. Keep reading 👇👇👇
EDUCATIONAL THREAD

New to #crypto investing, here are a bunch of threads covering everything you need to know

and if you like my threads, you'll love my newsletter where I give my best Alpha

getrevue.co/profile/brands…
THANK YOU

It takes a long time to research & write educational threads.

So if you do like it - please Retweet, follow & share with a friend. 🙏🙏🙏🙏

#ApesTogetherStrong #Crypto
BTW

retweet the first post on the thread not the last 🤣🤣🤣

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More from @willposk

Apr 25, 2022
Many will be down bad in #crypto
Maybe you followed a terrible pick from an #Influencer & it dumped.

If you want to win in #crypto & you need to beat them.
You need to use the tools they do & find the best #HiddenGems first.

Here is a list of 15 essential tools you need 🧵👇
1/ MESSARI

Always try to spot the next big macro trend or 'narrative' in #crypto. Just because #play2earn or #DEFI was hot in the past, doesn't mean it will be in the future.

The thesis by @twobitidiot at @MessariCrypto
is 1 of the best tools 4 this:

messari.io/pdf/messari-re…
2/ #CoinMarketCap

Once you have found a narrative, time to find some great potential projects that could run alongside it.

(Eg if #Defi is coming back, hunt for small-cap Defi projects)

@CoinMarketCap is one of the best tools 4 doing this.

coinmarketcap.com
Read 17 tweets
Apr 23, 2022
$50BN was wiped off the value of @netflix $NFLX this week.
To understand why I'd like to take a different perspective.

I will break down the #brand & #business failings that led to this loss.
In the simple & small thread below 🧵👇
#marketing #brand #Netflix Image
1/ PRODUCT-MARKET FIT pt1

We live in an increasingly impatient world.

We live in a world where we expect everything immediately. We can buy whatever we want, with one click. We can order a taxi, instantly. And stream endless content, whenever we want.
1/ PRODUCT-MARKET FIT pt2

In this increasingly impatient world, $NFLX had a great product-market fit.

-epic amounts of great content.
-content that dropped all at once, no need to wait, just binge it all straightaway.
-no distractions, 100% ad-free.
-very cheap monthly fee.
Read 13 tweets
Feb 21, 2022
An important thing to master in #crypto.
Is understanding Tokeconomics.
It helps you eliminate bad projects fast.
And identify hidden gems 💎

After learning from years of experience in #crypto.
Here is a simple thread that spells out what you need to know🧵👇
1/ WHAT THIS THREAD WILL COVER

-Total circulating supply
-Total market cap & fully diluted market cap
-Token ownership
-Token unlocks
2/ TOTAL CIRCULATING SUPPLY (TCS) (i)

TCS is the max number of tokens that can ever exist for a project.

Think of it like shares issued by a company. The bigger the number, generally the worse it is.

Because each token represents a smaller % ownership of a project.
Read 20 tweets
Feb 18, 2022
There is a lot of uncertainty in the markets right now.
IMO too many are embracing an ‘up only’ mindset.

But I have spent countless hours reading & learning.
To form my own hypothesis.

Here is a thread explaining what I think. 🧵👇
⚠️ many won't like what I have to say.
OVERVIEW

To be clear I am bullish long-term on #bitcoin & the #crypto market in general.

But if you follow me you will know I have been bearish for a while.

And before you scream FUD or attack me.
Just read the thread 👇
1/ BTC + STOCK CORRELATION

- $BTC is more correlated to the NASDAQ & SP500 than ever before.

-This is b/c $BTC is a much larger asset class + the relative increase in institutional investors.

-Once you understand this correlation you can begin to see some warning signs
Read 24 tweets
Feb 14, 2022
Investing in #crypto isn't easy.
Most make big mistakes.
And many lose a lot of money.

I have spent countless hours reading & improving.
And learning from my mistakes.

Here is a simple thread with the 7 key things I have learned & you need to know 🧵👇
#cryptocurrency
1/ RESEARCH (i)
Despite being told to do you’re own research #DYOR most new investors don't! They APE in & let greed/emotions take over.

You NEED to do you’re own research & form you’re own hypothesis.

BTW watching an influencer Youtube video doesn't count.
1/ RESEARCH (ii)

Some of the most important things you need to research on a project are:

-Tokeconomics (market cap, unlocks & allocation)
-Brand story (a project many can get behind)
-Brand experience (is it easy to use + build upon)
-Does it play to a #crypto narrative
Read 22 tweets
Jan 30, 2022
Will #bitcoin nuke & take down the market?
Or will #crypto rise again?

While we wait to find out, let's learn about $FTM #fantom my most requested L1 to research.

If you find this thread useful please retweet, share, and tag a friend 🧵👇
#cryptocurrecy #Fantom
1/ WHAT WE COVER
I will apply my strategy that helped me make big gains in 2021 to analyze $FTM (if you want to know more about this, see link below)

My strategy covers:

-Catalyst
-Cultural narrative
-Brand
-Tokeconomics
-Dangers

getrevue.co/profile/brands…
2/ CATALYST - 1

$ETH is struggling with high fees & slow speeds. And while there have been high hopes for $MATIC & other L2s...they are still not as cheap as $SOL
Read 19 tweets

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