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Mar 14 ā€¢ 14 tweets ā€¢ 6 min read
A crypto survival handbook, the million dollar $LUNA bet, and a roadmap to ETH $20k.

šŸ§µ a thread of the best crypto tweets from last week:
Yield Farming 101 from the gigabrains at @_jump.

A thesis around how The Merge might propel $ETH to $20k.

@RyanBerckmans

You should have one goal in crypto: SURVIVE.

Here's how.

@Route2FI

Underrated founders abound in bear markets.

Check the replies to find the diamonds in the rough.

@JackNiewold

Volatility is good for 12-month returns.

This chart paints a bull case for markets (or at least equity markets) over the next 12 months.

@_SeanDavid

Bear markets are for the learnorrrs.

Here are @pastry's favorite articles that can help you gain perspective and insight into crypto.

A cheat sheet for onboarding to any blockchain/L1/L2 you can dream of:

@ahboyash

A cool new dashboard to visualize and understand Miner Extracted Value ($600 million, to date).

@bertcmiller

A huge bet just went down: @AlgodTrading bet @StableKwon $1,000,000 that $LUNA will be drop in price 1 year from now.

Bear-proof your portfolio with delta-neutral yield farming.

@rektdiomedes

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And check out our newsletter for actionable, no-BS news and alpha for crypto investing:

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More from @JackNiewold

Jack Niewold Profile picture
Mar 11
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:

šŸ§µ
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.

Read 13 tweets
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.

šŸ§µ
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)

šŸ§µ
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?

šŸ§µšŸ‘‡
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:

šŸ§µ šŸ‘‡
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

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