j Profile picture
Feb 17 14 tweets 4 min read
One for All, Instalment 1

In this series, I share alpha I've learnt from @mrjasonchoi (and others) that I think is useful / relevant to you guys

Note: These are my personal interpretation and may not fully represent what they mean
Alpha 1:
Decision Making - Variance Consideration & Regret Minimisation

I was having trouble deciding on the best course of action for a relatively important decision IRL so I asked Jason sensei for his advice.

He shared with me the framework he would use if he were me
Much like trading, what is the potential risk to reward for the possible choices?

Of course, things might still not turn out exactly as you planned for but what we can do is to consider all possible scenarios and make the "BEST" possible decision, given all the facts on hand.
What exactly is the "BEST" decision then?

The best decisions in life are the ones that you wouldn't regret when you're on your deathbed. Over the long game of life, you should be optimising for minimal regret!
Alpha 2:
These guys are not only fucking smart, they're fucking hardworking too.

Many of these successful people work harder than you think. From witnessing Jason's 12 hr packed meeting day, @Darrenlautf's constant innovation to give back to the crypto-space, to..
@thedefiedge's daily long threads, I can say that they work harder than most of us and they truly deserve their success.

Many people think that crypto is easy or these people just got lucky - then why aren't you as successful as them?
Remember anon, lucky is the word lazy people use to describe people who work hard.

If you aren't as smart as them, are you at least out-working them?
Alpha 3:
The Successful Learns From Other Successful People

Jason often shares lessons that he learned from books or success stories e.g Jeff Bezo's regret minimisation framework, how Harry Stebbings broke into VC world and Roelof Botha's road to partner at Sequoia Capital
As successful as they are already, Warren Buffet still spends 80% of his day reading books and Bill Gates reads about 50 books per year!

Alpha -> Learn from books & successful people but also consider where you can do better than them.
Alpha 4:
Tips For Building Twitter Threads

.@thedefiedge is one of the fastest-growing Twitter accounts (50+k followers in a month!) and he was kind enough to share some tips with me after I dm-ed him.
Some of them are:

- Content is important, but delivery/structure is too. You can't educate someone if you lose their attention

- Sizable Twitter following before longer-form writing on Substack. Effort to produce high-quality article is not worth it if you have a small audience
- Don't reinvent the wheel (again, learn from others what worked for them). If it doesn't work for you, you might be the problem, not the method.
Disclaimer: These are my take on what they've shared. It may not be an accurate representation of what they actually mean + it's difficult to share the exact context otherwise the thread will be too long 😅
ENDING STATEMENT

I'm blessed to be able to learn from these guys and thought it is only right to share with y'all. Hope it is useful!

Feel free to let me know your thoughts as well. 🥰

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with j

j Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @JavierAng_

Feb 17
Hi! @theBlockcrunch Intern here to update you guys on the updates/improvements we've rolled out to improve your listening & learning experience.

1. Follow Along Guide

We understand that it can get difficult sometimes to keep up with all the alpha that is shared on the podcast
We created a guide that lists the topic & specific questions answered - complete with timestamps to help you follow along! Never fear about missing alpha again 😎

You can watch the video directly on the page as well!

E.g our latest on @SyndicateDAO: bit.ly/3sJIXpu Image
2. BlockCrunch Podcast Database

We've created a database that stores all of our episodes and sorted them into their respective categories Image
Read 5 tweets
Feb 16
Weekly NFT Juice (7th Feb - 13th Feb)

Is the NFT market going to retrace? 🤨

Series format:
-Performance of general NFT market
-In the Verse (news for crypto-native co.)
-Over the Bridge (news for IRL co. coming in)

LFG!
1a: Past 7 weeks' performance (@opensea only!)

Has the NFT market topped out?

I pointed out that the dwindling momentum over the previous week could signify the start of a retracement in the NFTs market.

This week, Vol & Transactions decreased 21 & 31% respectively.
1b: This particular week (@opensea only!)

The weakened momentum from the previous week carried over but Volume did pick up towards the end.

However, I believe that the increase is short-lived and not indicative of broader market sentiment.
Read 19 tweets
Feb 11
Why I think @Nike & @RTFKTStudios's CloneX is INSANELY genius & imo > @BoredApeYC

A long but neccessary🧵:

- Intro & Stats on project
- Thesis PRIOR to mint
- Thesis POST @Nike acquisition
- Progress thus far
- Upcoming catalysts

LFG ft. my #CloneX no. 57
1/ INTRO

- @RTFKTstudios's CloneX is (initially) a PFP & Metaverse-ready project w/ 20k supply
- 18.8k has been revealed; 8.2k holders & floor of ~14.2 E ($43k)
- ~29E ($88k) now to reveal 1 of the remaining vials
- Largest holder @luggisdoteth owns 348, NONE LISTED FOR SALE 💎
2/ THESIS PRIOR TO MINT

✔ Utility beyond PFP; usable as an avatar in the metaverse
@RTFKTstudios has a high probability of delivering that promise; already recognised as a branded studio amongst crypto-natives
@takashipom involved too
✔ Potential physical drops
...
Read 26 tweets
Feb 9
Weekly NFT Juice (31st Jan -6th Feb)

Apologies for the delay on this piece! Have been a hectic week.

Series format:

-Performance of general NFT market
-In the Verse (news for crypto-natives)
-Over the Bridge (news for IRL co. coming in)

LFG!
1a: Past 7 weeks' performance (@opensea only!)

- Strong momentum from the previous week carried over
- Record broken once again for the best week; $1.67b vol & 1.1m transactions
- First-ever million transaction week! Image
1b: This particular week (@opensea only!)

- Started the week strong, but momentum dwindling as the week progresses
- Possible start of "retracement" in the NFT market? 🤔 Image
Read 20 tweets
Feb 8
Woohoo! Thank you @mrjasonchoi. Beyond grateful for the opportunity.

Hi all! I'm Javier and here's my genesis thread as @theBlockcrunch's analyst / @mrjasonchoi's disciple 🙇🏻‍♂️

1/n

CRYPTO 🤝🏻 FUTURE

I have a vision for the Web 3 world & want to be able to help shape it.

For now, I'll be studying/writing on interesting projects, case studies, weekly news & improvement suggestions. Do follow me on this journey.
2/n

JOB ADVANCEMENT 💪🏻

Thankful to have sensei @mrjasonchoi help me build on my previous entrepreneurial skillsets and become a better analyst/investor.

Defo feeling the pressure as @Darrenlautf's junior 😅 will be grinding to become as good as them.
Read 6 tweets
Feb 5
NFT Market 2021 - Jan 2022

❗ Jan'22 has dethroned Aug'21 as the best performing month for NFTs w/:

- Highest volume traded of ~$6b USD
- Highest transactions of ~ 3.9m
- Highest avg. daily users of 67k

Let's take a look at how far we've come!

A short🧵: /5
1/5

In just a year (Jan'21 vs Jan'22), OpenSea's:

- Volume (USD) 750x-ed / 📈 74,913%
- Transaction 346x-ed / 📈 34,522%

For perspective - no. of ETH transactions 📉 ~2% in the same period Image
2/5

Comparing Jan'22 w/ Aug'21 (previous best performing month):

- Volume (USD) 1.77x-ed / 📈 ~77%
- Transaction 2.35x-ed / 📈 ~135%
Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

:(