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Mar 21 • 14 tweets • 6 min read
What's going on with Layer Zero, how to actually understand Etherscan, and the 'institutional' money coming to rescue our bags.

🧵 a thread of the best crypto tweets from last week:
Eth is a resource, and you are insufficiently bullish on its use cases.

@CroissantEth

Understanding the other DACA: DAOs as Capital Allocators

Or, the on-chain orgs coming to rescue our bags:

@BenGiove

Understanding MEV

@Learninganalyt3

Nansen is the most underused and powerful blockchain analytics tool available.

Here's how to use it:

@nellimkopi

In a bullish-for-POW vote, the European ECON committee voted down something that would have effectively ban proof-of-work miners in Europe.

@paddi_hansen

Reading Etherscan / Understanding Arbs / Exploring MEV

@samrags_

Rank, not price, is the only way to measure how your bags doing WITHIN crypto.

@SplitCapital

A little late to this one, but THE STATE OF THE MARKET:

@Galois_Capital

A primer on the first zero-knowledge layer 2 solution being widely used.

Starknet 101

@alpha_pls

The Layer Zero Launch, why it was so huge, and what it means:

@0xMaki

We won’t stop until we’ve leaked all the alpha, give @cryptoprag a follow here.

And if you liked this thread, you’ll love our newsletter, linked below:

CryptoPragmatist.com/sign-up/
Enjoy my weekly round up? Give the first tweet of the thread a RT/fav, I've got it linked below:

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More from @JackNiewold

Jack Niewold Profile picture
Mar 22
THE FOUR HORSEMAN OF THE SUPERCYCLE

🧵
A personal thesis, helped along by smart people.

No reason to take this as gospel.

But this idea the reason I went full-time in crypto a little less than a year ago.
TL;DR

The supercycle happens with an essential mainstreaming of crypto.

I have outlined this mainstreaming with four 'horseman,' or sequential steps towards a supercycle.

They are:

1. Mainstream use cases
2. Mainstreaming of narrative
3. New primitives
4. Critical Mass
Read 15 tweets
Jack Niewold Profile picture
Mar 17
I want to talk to you about a new financial primitive.

One that's still very new in crypto.

One that might break stablecoins like Tether and UST.

A 🧵 on Beanstalk 🌱

Or, how debt and credit might revolutionize DeFi
1. THE PROBLEM

Centralized Stables like Tether hold dollars off-chain. The issue? Supply is constrained and the usage can be censored.

Decentralized Stables can't be censored, but require overcollateralization, so they're limited in supply.

Stables can't keep up with demand.
If there aren't enough stablecoins to go around, and there's not enough collateral to produce all of the stablecoins required, what's the solution?

What if don't have collateral in the first place: what if we issue a stablecoin based on credit?
Read 21 tweets
Jack Niewold Profile picture
Mar 14
A crypto survival handbook, the million dollar $LUNA bet, and a roadmap to ETH $20k.

🧵 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

Read 14 tweets
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:

🧵
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.

🧵
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

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