Thread by @MehdiFarooq2

Resources I use to become a better crypto investor. Thread 👇

Tip
Read daily and with intensity. Even when tired - push – just like muscles respond to progressive overload, so does your frontal lobe. Good advice by my former boss @bilalhafeez123

Anything I missed? 🧐

I use @MessariCrypto pro to read DD reports on projects.

Their profile overviews are great (and free too)

Some of the analysts I follow/ed

Current
@masonnystrom NFTs and Gaming
@WilsonWithiam L1's
@eshita DAOs

Former
@RyanWatkins_ DeFi
@asiahodl Valuation

@Delphi_Digital their DD is institutional quality. Since they run a venture and incubation arm - have good insights from the private markets.

Fav analysts
@alexgedevani -Cosomos eco and DeFi
@CannnGurel - L1&L2s
@0xPrismatic - NFT
@TuckerDelphi - Nice helpful lad!

@TheBlock__ research is institutional quality, original and unbiased (doesn't have a venture or incubation arm)

Analyst I like:

@Kevinpenger – L1(Layer by Layer weekly series is a 💎)

@0xedenau – DeFi( g8 job with new primitive)

John Dantoni – eco and VC mapping

@BinanceResearch - provide digestible info/insight regarding project in 1-2 page length.

Typically these are projects launching on the @BinanceChain chain or getting listed on @binance.
research.binance.com

@nansen_ai research and data platform is

Learned about @CelestiaOrg and @LayerZero_Labs v early from them.
nansen.ai/nansen-alpha

I want to try out their Alpha product (30K annual) bit unfortunate that they don't do trials @ASvanevik (one feedback)

I also follow investment thesis and blogs of VC.

It has imp clues about future narrative and also helps with the Investment thesis.

@paradigm writing is pure giga brain.

one of my fav was Cosmos ($ATOM) thesis by @danrobinson @_charlienoyes
paradigm.xyz/2021/04/a-cosm…

@placeholdervc analysis and research are also gold.
Wish they wrote more frequently.

My fav thesis was about @element_fi.

also a fanboy of @chrisburniske – got into alts and thinking about crypto valuation after reading his book in 2019. #MV=PT

placeholder.vc/blog/element-t…

@MechanismCap is another gem.

Really enjoyed The Financialization of Fun: Crypto Gaming Thesis by @wvaeu

mechanism.capital

Fan of @arca weekly market commentary by @jdorman81.

My recent fav blog post was on FDV - as I take this metric v seriously.

I got burned by SPAC investment where equity warrants masked valuation).

ar.ca/blog/fully-dil…

Also ser your writing style is on-point!

Fan of @multicoincap. Their bet on @graphprotocol , @helium @ArweaveTeam, and @solana was exceptional.

Fan of their blog – one of my favorite reads was @THORChain and EOS in 2018 – although both didn't do crazy moonshot, the rationale was clear
multicoin.capital/2021/02/23/tho…

@KyleSamani @TusharJain_ would love to hear your thesis on Near, ICP, and SOL ( for retail audience)

You guys are welcome on my 100X podcast show (109K+ YT subscribers).

We can discuss composability on $SOL, heterogenous L2, HNT <> 5G, social token and dating dapp, etc

@hosseeb of @dragonfly_cap has a good blog, evident he thinks from 1st principle

Good reads
Privacy Coin
medium.com/dragonfly-rese…
FRAX
medium.com/dragonfly-rese…

Haseeb I would love to have you on 100X podcast (109K+ subscribers on YT) - we can discuss B as city.

@veradittakit of @panteracapital does a fantastic job with the investment thesis keeps it short and sweet.

I enjoyed his recent thesis on @Ancient8_gg with the main premise being growing crypto adoption in Vietnam

veradiverdict.com

@rarestonecap blog is top-notch

Particularly enjoyed the thesis on @Composable finance by @hugh_flood which has made me bullish on @InstrumentalFi a project incubated by Composable

rarestone.capital/alpha/

Turn on notifications for @Balaji and lord @VitalikButerin – whatever they write, read it twice and then go for a walk and think about it.

@OurNetwork__Spencer by @spencernoonis of @variantfund - does an actionable newsletter (weekly) covering data-driven updates on leading projects

ournetwork.substack.com

@BanklessHQ newsletter – alpha leaks on airdrop, new DeFi project on ETH ( learned about OHM here), yield farming opps and educational primers (helped me digest L2’s)
newsletter.banklesshq.com

Bankless pod is also legendary.

@TrustlessState and @RyanSAdams ser if you want to reverse your role from being host to guest momentarily - I would love to have you on my 100X podcast show (109K+ subscribers on YT).

youtube.com/c/Bankless

@TheTIEIO – weekly insights, load of alpha leaks.

Learned about interesting plays like $JEWEL, $MAGIC, and $BTRFLY in jan

research.thetie.io

@PodcastDelphi

@Shaughnessy119 @PiersKicks @ZeMariaMacedo and the Delphi team do a fantastic job in tapping giga brain from all nook and corners of crypto.

Frequency of podcasts has increased recently– wish I could listen at 20X catch em all.

members.delphidigital.io/reports/emin-g…

@theBlockcrunch by @mrjasonchoi

Recent two-episode with @SyndicateDAO and from @CelestiaOrg were 🔥.

I am a fan!

theblockcrunch.com

@TheScoopPod by @FintechFrank just like his mustache game his guest selection is great too.

One of my favorite episodes was with @rphmeier co-founder of Polkadot – where I got to learn about @Kiltprotocol early.

theblockcrypto.com/post/113697/in…

Uncommon Core with @hasufl and @zhusu

Wish they did more episodes. Two of my fav episodes with ton of wisdom and alpha

Alt L1s vs ETH – made me bullish on NEAR, AVAX and SOL

How to value cryptoassets

@RealVision previously used to watch it for macro ideas and @RaoulGMI mischief with $BTC. But now they are doing an amazing job with alts.

My fav episode was when @AshBennington hosted @silviomicali. This introduced me @Algorand and bullish since.

@OnTheBrinkCIV by @CastleIslandVC

onthebrink-podcast.com

My fav YouTubers
@finematics– complex DeFi ideas distilled into simple visualization. I.e primer on Flash loans

@coinbureau – ser does an amazing job with updates of projects and easy on eye DD on a complicated crypto projects.

One example is his explanation of $ICP


Brownie point for being funny.

Whiteboard Crypto - complex crypto project/concepts explain with simple visualization. I.e @Solana

Ofc @tokenmetricsinc

Where all the alpha at!
youtube.com/c/TokenMetrics

@Darrenlautf - The daily ape is hands down the best curation for alpha and market update.

t.me/thedailyape

His Daily Ape HR is a public good!

This ends the tweet storm!