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Jack Niewold Profile picture
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Mar 11 • 13 tweets • 7 min read
Sick of seeing recycled 'alpha' and garbage TA on your timeline?

An average Twitter feed produces average results.

Your error? You're not cultivating a network of microcap gigabrains to follow.

These are the most underrated accounts on Crypto Twitter:

🧵
1. Compound Finance | @investcompound

The epitome of TradFi-turned-degenerate, Compound Finance cut their teeth on Excel Macros but now run a delta neutral/stablecoin fund seeking out cross-chain yields.

Follow For: in-depth valuation models.

2. Dennis Qian | @dennis_qian

I start all of my Mondays with a read-through of Dennis Qian's weekly Twitter thread, Monday Morning DeFi Alpha. He covers all ecosystems without prejudice.

Follow For: Up-to-date info on yields, drama, and fresh alpha.

3. Ceazor's Snack Sandwich | @Ceazor7

An OG Crypto Youtuber that skips the clickbait, Ceazor breaks down all kinds of protocols with easy-to-follow videos focusing on innovative DeFi protocols.

Follow For: Brand new DeFi primitives.

4. Alpha Leaks Bot | @alfalfaleeks

This bot sends out a tweet every time an Ethereum contract gets a lot of TVL quickly. When there's serious action on Ethereum, you'll hear about it.

Follow For: Opportunities to ape.

5. Brucey0x | @cryptobrucey

Crypto Brucey is a full-time investor and cofounder of @deusexdao, he writes a newsletter, reflects in public about his investments, and sometimes tweets his favorite plays.

Follow For: Original ideas and non-consensus plays.

6. HUF | @hufhaus9

I like writing and long-term investing, but sometimes I get an itch to work under an asset manager and learn the mechanics of managing money.

Follow For: A great podcast, transparent capital management, threads, a charming accent.

7. @wallstxcrypto

The smallest account on my list, this threadorrrr is still working on honing his craft.

He breaks down yield opportunities, tweets on current events, and writes valuation models.

Follow For: Uncorruptible takes, good content curation.

8. The Giver | @lazyvillager1

Another TradFi brain, @lazyvillager1 pops up with occasional valuation models, macro tweets, and TradFi-informed hot takes.

Follow For: Oracle-like rugpull predictions (this guy predicted the Snowdog exit scam)

9. @0xKira_

0xKira pops up once in a while to whip outa thread on whatever he's interested in: Alt L1s, Options Vaults, Yield Farming, small cap launches.

Follow For: The talk fo the day.

10. Justin Bram | @JustinCBram

Doxxed gigabrain with some of the best crypto-native YouTube vidyas in the GAME, we are simply undeserving of Justin Bram. He doesn't care about your opinion and doesn't shill his bags.

Follow for: Ethical Crypto YouTube.

It might not be underrated, but you can follow my account for more threads like these: @JackNiewold

And check out our email list for the best alpha in the biz: CryptoPragmatist.com/sign-up/
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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.

🧵
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 7
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)

🧵
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

Read 14 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?

🧵👇
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.

👇🧵
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:

🧵 👇
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

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