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.
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.
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.
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
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
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
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
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
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
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.
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.
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.
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.
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.”
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”
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.