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Feb 26 • 13 tweets • 7 min read
☀️Daily gm...weekly gm. GW! (1/n)

Said I was putting this down, but I had a moment yesterday. Newsbagooor

Starting off with the weekend update from my friend and TA expert Amol 👇
(2/n) Zamn, CB! What about that "decreasing volume" narrative? 🤔
(3/n) Stablecoins are proving to be the Killer App of crypto.

"We have severely underestimated the power of stablecoins and their characteristics. It’s no longer about “cashing out”, it’s about transacting with digital value on the internet."
(4/n) Highlighting decentralized stables like $UST→

Been a big month for @terra_money
• Columbus-5 upgrade
• $1B raise by heavy-hitters to backstop UST fluctuations during downturns
• $450M $LUNA burn to capitalize Anchor
• @mars_protocol Lockdrop
(5/n) Read this 🧵 to wrap your head around @mars_protocol
(6/n) Update 🧵 on @solidlyexchange and what the degens are up to
(7/n) Here's a whole 🧵 on how to do @solidlyexchange + @SolidexFantom
(8/n) I love that I'm finding so many other folks in CT that have the newsbag addiction.

Inside:
-Recent phishing attacks & how to avoid them
- Someone may have discovered the DAO hacker (yeah, that one)
- General bleak news around NFTs
(9/n) Neat 🧵 on what happened at the #RoadToWeb3 event

My favorite was the AR NFT Explorer, because I'm secretly a massive nerd.
(10/n) The #Web3 landscape in a single graphic
(yeah, I know, it's probably way bigger)
(11/n) The CCP just declared #Bitcoin is even more illegal
(12/n) A TLDR on the SWIFT system and why it's important for understanding developing global events.
(13/13) What I'm reading today:

"ve(3,3)^2" + Fat Baseplates
theknower.substack.com/p/an-argument-…

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More from @HeavyZen_

Bradley Stone Profile picture
Feb 24
☀️ Daily gm (1/n) I'm no war expert. I'm against violence.

This isn't a war thread. For those privileged enough to read tweets rn (like me), here's some CT intel I've collected this week.

Think I'm going to pause the Daily gm away for a while after this & tweet sporadically.
(2/n) @Delphi_Digital TLDR →

• @Uniswap = ~80% total vol on Eth spot DEXs
• Narratives for 2022: Decentralized stables ($UST, $FRAX, $DAI), Curve Wars + Convex
• #ETHDenver was a call for incentive alignment; ~$1B startup equity in DAO tooling among <200 established DAOs
(3/n) If you're not using Amol's TA, you're missing alpha.

While $200B got wiped from crypto's market cap last night, Amol's managed to hedge the situation as a trader professionally.
Read 18 tweets
Bradley Stone Profile picture
Feb 20
☀️ 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 ✅
Read 25 tweets
Bradley Stone Profile picture
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
Bradley Stone Profile picture
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
Bradley Stone Profile picture
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
Bradley Stone Profile picture
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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