pastry Profile picture
Feb 1 22 tweets 20 min read
Ever get tired of seeing sub par quality content on your timeline?

Me too.

The thread below is a list of people I believe to be the best accounts on CT to follow to clean up your TL.

Each post includes a brief intro of them, what they’re known for, & a link to their best tweet
.@adamscochran

The ultimate threadoor. One of the best follows on CT to increase the quality of your timeline.

Adam is a partner at Cinneahain Ventures, professional analyst, professor of info, sciences & business analytic, with threads on nearly every topic imaginable.
.@cdixon

The Web3 connoisseur. Chris was writing about Web3 before most people were even in crypto.

General partner & venture stage investor at @a16z, Chris is the think tank of everything metaverse, & writes insightful posts about the upcoming societal change & impact of Web3.
.@bantg

Shadowy super coder, Hentai lover, and the anonymous bunny behind Yearn.

Bantg is one of the most skilled developers in crypto, with a Github repo long enough to write a book.

-Drops lots of alpha
-Tweets about some of the most interesting topics in crypto
.@JackNiewold

Up and coming threadoor.

Jack is one of the fastest growing accounts on CT who provides insights on a variety of different sectors in crypto…

He is frequently covering projects like $FTM, $Spell, Kp3r, & recently Andre Cronje’s new project, ve(3,3).
.@SquishChaos

Prominent $ETH advocate who writes high level essays on interesting aspects of $ETH

Known for “The Triple Halving”, which refers to the upcoming equivalent of 3 halving events for $ETH, resulting in a 90% drop in sell pressure from miners.
.@samczsun

You may not know it yet, but this guy has probably saved you from getting rugged before.

Sam is research partner at @paradigm, former auditor at Trail of Bits, & prolific white hat hacker whose recoveries have saved investors tens of thousands of ETH
.@balajis

Former CTO of Coinbase & general partner at @a16z, Balaji is a skilled entrepreneur and essayist.

He has been featured in the “Innovators Under 35” list in 2013, & ranked 26th on the “Ledger Under 40” list by Fortune in 2018.
.@Tetranode

Orca whale, dropper of alpha, mover of markets, & prominent CRV war cartel member.

There are do’ers & then there are followers in this market, & Tetranode is a do’er.

Very few people have both the power & money to impact the market, & Tetranode uses it for good.
.@twobitidiot

Ryan Selkis is former entrepreneur-in-residence at ConsenSys, founding team member at Digital Currency Group, & founder of Messari, a firm providing institutional grade tools, data, & research to individuals

His rants about the United States Congress are unmatched
.@zachxbt

Scammers, VCs, & sellouts biggest fear.

Zach started his account not long ago, writing detailed posts exposing the shady activities & scams conducted by prominent figures in this space.

If Zach has mentioned you before, the FBI probably wants a word with you…
.@AndreCronjeTech

Notorious dev, founder of multiple billion dollar projects, & professional test in proder.

Known as the godfather of DeFi, Andre has played a critical role in projects like Yearn, Fantom, & Keep3r whose contributions have made DeFi what it is today
.@naval

Serial entrepreneur & early stage investor in over 200 large growth companies like Uber, Twitter, Postmates, & stackoverflow.

Naval is also cofounder & CEO of AngelList, who spends his free time giving advice on pursuing health, wealth, & happiness on his podcast
.@Mudit__Gupta

Mudit is a security researcher, white hacker, & solidity dev with a passion for solving logical problems, researching new tech, developing software, & breaking insecure software.

Mudit is well known for his in depth analysis of complex defi hacks & exploits
.@hasufl

Hasu is a veteran poker player, researcher, author at Deribit Insights, & team member at Paradigm who frequently shares insights on some of the most interesting topics in crypto

He also cohosts one of my favorite podcasts, “Uncommon Core”, along with Zhu Su from 3AC
.@ASvanevik

Alex has over 10 years of experience in data science, management consulting, and cryptocurrencies.

He is CEO of Nansen, a blockchain data analytics firm that provides crypto investors, hedge funds, institutional investors and VC’s access to institutional grade data
.@croissanteth

A pastry who drops alpha.

Croissant is an expert thread writer who writes about stuff that others don’t.

Croissant is one of the first content creators to pioneer experimental Web3 content creation, using NFTs to align community interests and creator incentives.
.@RaoulGMI

Raoul is CEO of Real Vision Group & Global Macro Investor, who provide institutional grade advice to some of the largest hedge funds & high net worth individuals.

Raoul is known for his unique macro outlook, and forward thinking ideas toward growth assets.
.@AlamedaTrabucco

Sam Trabucco is Co-CEO of Alameda Research, one of the largest quantitative crypto trading firms.

He frequently tweets insights on the market in well detailed threads, some of which have even been credited for causing entire market wide reversals.
.@MrBenLilly

One of the best researchers in crypto offering hours and hours of information

Ben specializes in token economics and writes in-depth reports from on chain analytics

Highly recommend giving him a follow

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More from @PastryEth

Jan 30
2021 was one of the most impactful yrs i’ve had in crypto

I’ve matured greatly both as a trader & a person

Bc it’s the start of a new year, I figured i’d make a list of what I learned, both for future reference for myself & for those that are curious

🧁’s lessons from 2021…
Conviction > Rotating

You only have to be right once.

I know, it sucks seeing coins other than yours pumping 100% every single day.

But the odds you’ll catch every one, let alone do it consistently are very low.
Maximalism

Being closed minded cost me numerous opportunities to make wife changing gains in 2021.

Out of my own stubbornness & ego, I refused to invest in any alternative L1’s, convincing myself nothing could even come close to $ETH & missing out on 100x gains in the process.
Read 16 tweets
Jan 29
Last week, Ark Invest released their latest annual report, titled “Big Ideas 2022”.

The report highlights key areas of disruptive innovation and developing technologies that are poised to overthrow legacy systems, as well as predictions for their growth by 2030.

Here’s a TLDR:
Digital Wallets

“Digital wallets could become leading platforms for offline & online commerce, adding $12k net value per user.”

“These wallets could also serve as on ramps to Web3 assets, such as NFTs.”

Ark forecasts each digital wallet user in the US could be worth $22.5k
Blockchains

“Public blockchains shift the distribution of trust, replacing institutions that rely on centralized authorities w decentralized, open-source software.”

“Just as the internet turned info into packets online, blockchains will turn all assets into tx’s on chain.
Read 23 tweets
Jan 5
A few days ago, Vitalik Buterin made an appearance on the BanklessHQ podcast, where he breaks down major milestones completed in 2021 as well as the “Endgame” for $ETH, a multi-step roadmap that aims to bring full scalability to $ETH

How far have we come.. & what comes next?🧁
2021 has undoubtedly been the year of $ETH.

When questioned about the milestones in 2021, the first Vitalik brings up is the rise of NFTs.

“The rise of NFTs was something really fascinating to see, & i think its brought a lot of people into the crypto space.”
“We actually are giving people who are creating art new business models. We’re giving the creators of this thing thats very valuable & often has a hard time getting business models a new way to actual get funding.”
Read 25 tweets
Dec 20, 2021
Earlier this month, Messari released an incredibly comprehensive 165 page research report highlighting key trends, companies, & projects to watch across the crypto landscape, including predictions for 2022.

Too much to read?

Heres a TL;DR👇🏻
Investment Themes

1. Institutional trust is collapsing

“Half of Millenials & Gen X investors said it would “take a miracle” to retire”

“70% of Americans disapprove of Congress”

Prediction: “Things will get worse before they get better in the “real” world”
2. Crypto is inevitable

“Web3 is an unstoppable force in the long term.”

“Young people are keen to invest in tech that disrupts older generations preferred institutions.”

Prediction: “Crypto will be an order of magnitude larger by 2030”
Read 24 tweets
Dec 19, 2021
Today, I’d like to discuss a project i’ve been keeping my eye on for quite some time.

The team has been working for 4 years developing a hardware wallet, & just recently announced the launch of a new Layer 0 protocol which enables off chain transfers using secure hardware.
Introducing @gridplus:

The team behind Grid+ consists of former ConsenSys engineers with expertise in mechanical engineering & Physics.

Their original use case, Grid Plus Energy, aimed at providing consumers direct access to wholesale energy markets.
Each $GRID token represented a credit on Grid+, which is redeemable for the right to purchase 500 kWh at wholesale prices

For each 500 kWh used, one $GRID token is redeemed and the difference between your fixed rate & actual wholesale rates is credited to your account
Read 25 tweets
Oct 10, 2021
Abracadabra Money, or $SPELL, has been receiving a lot of attention lately

Just recently, it broke into the top 100 in market cap, surpassed $1.2B in total valuation, & is up 16x within the past 30 days

Due to this hype, i’ve decided to do an in depth overview of the protocol..
So... what exactly is Abracadabra Money, & what does it provide that others don’t?

The core premise of Abracadabra Money is brilliant.

Essentially, the platform allows users to yield farm with leverage.
How is this done?

To understand the revolutionary idea behind Abracadabra Money, we must first look at how traditional yield farming is done in DeFi

Lets say a user has $100k in USDC that they wish to earn yield on.

This user will deposit their tokens into a farm, say, YFI..
Read 14 tweets

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