Bradley Stone Profile picture
Feb 20 25 tweets 13 min read
☀️ Daily gm cubed (1/n)

Kicking it off with an alpha 🧵
"Gigabrains buy value when it's on sale"
(2/n) 🧠 📉 Some timely crypto & stonk TA from Amol
(3/n) Alpha 🧵 of new and interesting projects

DAOs, #MetaFi, NFTs <> DeFi ✅
(5/n) Gotta sneak in some alpha for the BUIDLers.

Kava's doling out incentives to new projects that build on the upcoming platform.
medium.com/kava-labs/kava…
(6/n) Macro/stonks 🧵 TLDR as markets trend lower on Russia-Ukraine uncertainty:

Global growth rolling over & consumer spending down despite GDP growth & super-low unemployment lvls... seems suss

But inflation is set to drop as well. Dovish times ahead?
(7/n) Regardless of your opinion on the protest, a government is using the banking system to silence political dissent. Do you really think that should happen?

Zoom out — This time it was the other team. Next time it could be you.
(8/n) Speaking of the #FreedomConvoy2022 movement, Nunchuk's response to the Ontario Superior Court of Justice was 🔥 🔥 🔥
(9/n) Fascinating chart of price changes in various consumer goods and wages from Jan 2000 - Dec 2020
(10/n) Ever wonder about sneakerheads in the Metaverse? It's a thing. Some smash hits, and a couple of swing-and-misses.
(12/n) Bullish data on @solana, if you ignore all the tricky caveats (spam trxns + ratio of actual users to active accounts)
(13/n) Web3 funding...

- @axelarcore | $1B valuation
- @Sequoia raising $5-600M

New funds:
- @strongholdpay | $100M
- @graphprotocol | $205M
- @CastleIslandVC | $250M

Funding & unicorns in #Web3 keep proliferating, proving the narrative is sticky
(14/n) Red Bull Racing signs $150M sponsorship with @Bybit_Official

What it means: Sports <> Crypto & NFTs trend is sticky, and probably one of the top ways to pull normies into the fray.
(15/n) Warner Music Group will launch a ‘Concert Theme Park’ in @TheSandboxGame

What it means: Big-ticket events and names are coming to the Metaverse.
coindesk.com/business/2022/…
(18/n) Illicit crypto transactions hit an ATH of $14B in 2021, a 79% increase YoY

It's no surprise to see the number going up, considering crypto adoption. But what's neat is crime makes up a shrinking percentage of the overall transaction volume.
blockworks.co/chainalysis-re…
(19/n)🚨 @opensea hack is hideous

Did this really happen w/ the CEO on stage at #ETHDenver?



...The hacker started returning NFTs?
"~300 takes, ~200 returns"👇


Breadcrumbs (CB already has a suspect)👇
(20/n) As the crypto community watches the OpenSea phishing hacker send over 1.1K $ETH to @TornadoCash
,

@coinbase evaded a potential market-tanking exploit in the middle of the Superbowl ⚖️
(21/n) Here's a bullish NFT 🧵 the sector really needs right about now

"NFTs have given me, for the first time, a visceral understanding of the most basic innovation of crypto: What it means to digitally own a unique digital object."
(22/n) "tl;dr, NFTs allow for:

- Better private benefits for artists
- Better private benefits for collectors
- Better public benefits for everyone else"
(23/n) Collectively, we deserve a bear market.
(24/n) Discussion heating up around @ethereum beacon chain centralization
(25/25) End of "Daily" gm 🧵

As is obvious now, these CT round-ups won't always be daily, and they won't always come in the morn'

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More from @HeavyZen_

Feb 16
☀️ It's still someone's Daily gm (1/n)

Starting with potentially good macro news, tensions at the Russia-Ukraine border appear to be de-escalating
- Whales and small fish are buying $BTC
- BTC is currently highly correlated with stonks
- The Fed is rising rates to catch up with inflation = markets under pressure
Headline unemployment is low, but total employment remains below pre-pandemic lvls... plenty of jobs, but people aren’t taking them. - @bgilliam1982

Gaming may partially be to blame. Will govts encourage #GameFi so they can tax the hell out of it? Source: Leisure Luxuries and the Labor Supply of Young Men,
Read 13 tweets
Feb 15
☀️Daily gm (1/n)

Now that this #ValentinesDay nonsense is behind us, we can get back to what truly matters.

Tweeting about things that are well beyond our comprehension.

- NFT sales on Ethereum down ~35% WoW
- Markets shaky as US closes Kyiv embassy
- Crypto wins #superbowl
(2/n) What's happening in Canada should absolutely have your attention.

People are saying it's bullish for #crypto

But it's also unsettling, and likely just the beginning.
To what extent will leaders demonize dissent?
(3/n) @LooksRareNFT team is receiving criticism for cashing out in $ETH & using @TornadoCash to anonymize the withdraws.

Most people are simply complaining that the team didn't pump the price enough 🤷

The best rebuttal I've seen is below 👇
Read 13 tweets
Feb 14
☀️Daily Gm

"Cryptocurrencies appear to be near a hyper-adoption phase, similar to that of the internet during the mid-to-late 1990s." - @WellsFargo chart via @Blockworks_ (1/n) Source: Blockworks
Stonks via @bgilliam1982's newsletter:

- Inflation is likely transitory as we move beyond what happened in 2020, but investors remain cautious.

Consumer confidence is still low. (2/n)
Controlling inflation is a top priority on the political agenda.
Rising inflation is damaging Biden's approval rating. (3/n)
Read 12 tweets
Feb 11
☀️Daily Gm

Crypto sentiment flipped to neutral while the total market cap flirts with $1T.

On the other side of the pond, a disappointing CPI print applied pressure on the markets. (1/n)

Fed’s Bullard goes turbo-hawk: "I’d like to see 100 basis points in the bag by July 1.” (2/n)

bloomberg.com/news/articles/…
"Exploits like we saw with Wormhole also highlight a bull case for trading Ethereum-based assets directly on L2s rather than through bridges connecting blockchains with heterogeneous consensus and virtual machine layers." @_LewisHarland_ (3/n)
Read 17 tweets

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