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Mar 21 • 7 tweets • 6 min read
I've been reading through @MessariCrypto's crypto 2022 theses by @twobitidiot.

Here are the top 10 people to watch this year according to the report:

A thread 🧵👇
1. @KyleSamani - Managing Partner at @multicoincap
Had a massive year, with multi billion dollar wins.

2. @zhusu - founder of 3 arrows capital, one of the largest funds in Asia. Big man.

3. @cmsholdings - hates bears, one of the fastest traders out there.
4. @emiliemc - President & COO at @coinbase. Started Coinbase ventures

5. @dfinzer - CEO of @opensea. Scaled a $100B company, big brain.

6. @danrobinson & @_Dave__White_ - Research @paradigm. Huge insights. They've been putting out all that alpha
7. @Jihoz_Axie - co-founder @AxieInfinity. Led growth, tapped into huge markets, lots of really cool stuff

8. @arcalinea, @_tessr & @bluesky - connecting data between decentralized platforms, very cool stuff
9. @KMSmithDC (Blockchain
Association) & @katie_haun (a16z) - regulation insights, getting governments into crypto, policy insights

10. @HesterPeirce - SEC commissioner. Fighting for crypto. Bringing thoughtful policy to crypto.
11. @stablekwon - Master of Luna. Leading the massive growth Luna and Terra have experienced.
I hope this was insightful, a retweet would mean a lot!

This is part 2 of my series of summarizing @MessariCrypto's 2022 cryto theses. More coming soon, follow to keep up.

Here's part 1 on the top 10 crypto narratives & investment themes:

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More from @Cov_duk

CovDuk Profile picture
Mar 23
I'm summarizing @MessariCrypto's 165 page Crypto Thesis for 2022 report by @twobitidiot so that you can get all the key insights

Here's part 3: Top 10 thoughts about #BTC

👇🧵A thread
2. Please Check on Peter Schiff


#Bitcoin is rapidly outperforming gold. If you invested $100 in BTC 10 years ago, you’d have $1.7M.

If you invested $100 into gold, you’d have $102. Image
3. No signs of BTC slowing down. Investors believe in BTC more than ever. Regulators and Institutions are coming on board.



Stocks doing ok, bonds yielding negative returns, inflation is super high, pensioners are owed a ton of money.
Read 27 tweets
CovDuk Profile picture
Mar 22
The #AVAX/#BTC bridge is coming 🔥

Big news. Here's everything you need to know about it.

A thread 🧵👇 Image
2. For the first time, BTC holders can easily move their BTC to #AVAX.

This means that they BTC holders can now use their BTC in the AVAX ecosystem.
3. BTC is yet to fully join Dapps and DeFi. But now, with the bridge, BTC will bring over a trillion dollar asset and connect it to the popping Avax network. Image
Read 9 tweets
CovDuk Profile picture
Mar 22
#THORFi is coming ⚡️

Here's your breakdown of lending, borrowing & saving on THORFi.

A thread🧵👇
2. Lending.
Users can borrow in THOR.USD by depositing collateral.

Collateral is in LP units of the primary asset of any chain. In other words, it will be in the units of ETH not ERC20s.

This makes the pools deeper and drives $RUNE price up.
3. Borrowers pay 0% interest. This is BIG. The way this works is, borrowers forego yield on their collateral and all loans must be open for a minimum of 100 days.
Read 19 tweets
CovDuk Profile picture
Mar 21
#THORFi is coming ⚡️

Here's your breakdown of THOR.USD, #THORChain's algorithmic stablecoin.

A thread🧵👇
2. THOR.USD is an algorithmic stablecoin pegged to USD.

Here's a quick explanation on the different types of stablecoins:
3. $RUNE is burnt to mint THOR.USD and THOR.USD is burned to redeem $RUNE.

A fee is paid to mint or redeem to prevent attacks.
Read 12 tweets
CovDuk Profile picture
Mar 20
The Imagination Age.

An age where creativity and imagination will become the primary creators of economic value.

In this thread I'm going to dive into what that the future holds, what it means for us and how crypto is enabling this to happen.

A thread👇🧵
2. The Imagination Age, coined by @RitaJKing, is a theoretical period beyond the Information Age where creativity and imagination will become the primary creators of economic value.
3. Most of what we're studying and learn in school is antiquated.

People are frustrated. Lots are dropping out. Everyone knows what we're studying and learning in school is useless.
Read 21 tweets
CovDuk Profile picture
Mar 19
Why #THORChain is 🔥

A dive into what the cross chain AMM is doing right and why it's positioned to grow exponentially.

The Bull Case 🐂

A thread 🧵👇
2. The crypto world is becoming multi chain. #ETH is great but it has scaling challenges.

This has led to the exponential rise of solutions in the form L1s like #AVAX and and scaling solutions like #Arbitrum.
3. The world is going multi chain. Alt chains have had and continue to have exponential runs.

For optimization and better resource allocation, there is a huge need for multi chain infrastructure.
Read 20 tweets

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