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Jack Niewold Profile picture
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Mar 7 ā€¢ 14 tweets ā€¢ 6 min read
Some interesting small caps, rules for not getting wrecked, and a Solidly post-mortem.

The best crypto tweets of the week (that you might have missed)

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1. Crypto monopolies:

@0xTomoyo

2. The Calculator Guy (Crypto OG and Youtuber) with a quick thread on some of the rules he uses to avoid getting wrecked.

@phtevenstrong

3. A thread on some interesting, new, smol projects:

(please don't ape here--do your own DD)

@fomosaurus

4. Is wallet-to-wallet messaging the next quantum leap forward in crypto? Maybe.

@levin_idan

5. A thesis on meta-chain (or why Polkadot will win)

@apriori0x

6. Solidly Post-Mortem / Andre Cronje has left the building

@thedefiedge

7. A potential thesis on why BTC is lagging against gold and commodities.

@kamikaz_ETH

8. Convex had to unlock all of their $vlCVX, here's what happened.

@ConvexFinance

9. Current narrative rotations are PVP-style euthanasia coasters for capital.

AKA, how to win an unwinnable game:

@FroyoFren

10. Late to Cosmos and its ecosystem? Catch up here:

@Route2FI

Looking for more threads like this? Give me a follow: @JackNiewold

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More from @JackNiewold

Jack Niewold Profile picture
Mar 9
Alright, I did it so you don't have to.

Here's a thread on what Biden's executive order sets out for the industry.

And what that might might mean for crypto investors like you and me.

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First of all, it's important to touch on what this executive order does.

When people think: 'executive order,' they think there will be an immediate change.

With this one, not so much.
No direct action will be taken from this order, at least yet.

It only lays out a process and series of deadlines for an interagency team to write framework around digital assets in 6 different, broad, categories.

This will culminate in report delivered to the president.
Read 19 tweets
Jack Niewold Profile picture
Mar 4
THE SOLIDLY ENDGAME:

But with a nasty price drop over the last 36 hours, a missing founder, and inflation fears around the project what's next?

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I'm going to assume you already know what Solidly is, more or less.

But the basics are:

$SOLID is an exchange similar to Curve with both stable and volatile swaps.

Value comes via the ability to direct token emissions, incentivize emissions and trading fees earned.
But $SOLID token price has collapsed: I think there are 3 main reasons.

1. Token inflation:

While investors originally thought that rewards would be strong for about a year, it turns out that Andre Cronje coded $SOLID so that emissions drop drastically after just 10 weeks.
Read 22 tweets
Jack Niewold Profile picture
Mar 3
SOLIDLY WARS

THREAD OF THREADS

Thanks to @coincatchers for putting this together, great guy, give him a follow.

šŸ‘‡šŸ§µ
Read 9 tweets
Jack Niewold Profile picture
Mar 2
VeDAO has been playing 4D chess while the rest of us are just out here playing Solidly checkers.

These guys are the gigabrain hedge fund of the Solidly Wars.

Another $SOLID emergency thread; let me explain:

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If you're unfamiliar with what's going on, just think of Solidly as similar to $CRV and $SEX/$OXD as trying to compete against each other to become $CVX.
So VeDAO managed to secure enough TVL early on to get airdropped $SOLID tokens, starting out with approximately 5.3% of supply.

They locked with Solidex, allowing them to boost rewards, get control over Solidex tokens, get control over emissions, and farm lots of tokens.
Read 11 tweets
Jack Niewold Profile picture
Mar 1
The Solidly Wars have played out in phases:

Understand these quick narrative rotations and you will be able to stay on the gravy train.

Stay stuck and you will fall off.
1. Positioning around allocations

The best plays promised cheap exposure to $SOLID

In this phase microcaps with token allocations pumped:

$PILLS pumped from $1 to nearly $3
Iron Bank pumped from $30 to $200
2. Positioning around Control

Phase two happened immediately post-launch. Instead of owning exposure indirectly, now you could actually own voting rights and tokens.

The best plays were $SOLID, which went from $3 to $15

And $SEX, which went from $3 to $35.
Read 8 tweets
Jack Niewold Profile picture
Feb 28
Okay emergency $SOLID thread alert, this is too good.

The Solidly Wars are here, this is the narrative you need to be following, I'm so sure of it.

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1. A whale just printed a god candle on $SEX, with two separate $650k buys in the span of a few minutes. Image
2. It's looking like there was a coding error that has lead to over-inflation in the first few weeks of Solidly emissions, leading to emissions being way front-weighted.

Read 11 tweets

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