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Feb 17 5 tweets 3 min read
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
2. BlockCrunch Podcast Database

We've created a database that stores all of our episodes and sorted them into their respective categories
On the database page, you can:

1. Search for your favourite protocol / speaker
2. Enter the follow-along guide page + video (only available from Ep. 184 & onwards)

Database here: bit.ly/354iFG0
These are just 2 of the many improvements we have planned for our BlockCrunch listeners. Can't leak them yet or @mrjasonchoi will fire me... 😥

One thing for sure - MORE ALPHA COMING YOUR WAY!

Feel free to dm me if you're having issues navigating.

Have fun blockcrunching! 😘

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More from @JavierAng_

Feb 17
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.
Read 14 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

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