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Minion (GM, Jo Sun) in Malaysia 🇲🇾 Profile picture
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May 5 • 28 tweets • 16 min read
1) It's been more than a year since I made this NFT master thread, it's time to conduct a chain upgrade while I'm finishing reading all the latest NFT thought pieces, research, data analysis etc. The NFT space has grown significantly and seeing so many talented people building.
2) Show me the Liquidity: Evaluating NFT Financialization Methods by @nichanank @1kxnetwork
medium.com/1kxnetwork/sho…
3) Exploring NFT Price Distribution Across Collections by @goblinsax
medium.com/@goblinsax/exp…
4) The case for music NFTs by @Noctemn2021 @gbvofficial

5) How this $100M NFT fund identifies winners by @mrjasonchoi @theBlockcrunch @AndrewSteinwold

blockcrunch.substack.com/p/how-this-100…
6) The playbook of Blue-chip NFTs by @Noctemn2021 @gbvofficial

7) Quantitative approaches to trading NFTs by @juan_p2p @intotheblock

medium.com/intotheblock/q…
8) The Unbundling of Opensea by @natashajuliakim
tasha.mirror.xyz/YxYT9bGfvcQuc5…
9) The Pitfalls of Centralized NFT Platforms @PortionApp
blog.portion.io/the-pitfalls-o…
10) When Data Science Meets NFT by @harryjwang
11) NFT Floor Price Prediction Model by @elenahoolu

mirror.xyz/elenahoo.eth/g…
12) Music NFTs GMI by @web3brett @PalmTreeCrypto

brett.mirror.xyz/O9Ni6irU-a8uXL…
13) An NFT investment lifecycle and high-level execution process framework by @GreatBambin0
14) Virtual Land Series: Valuation by @PangeaDAO
mirror.xyz/pangeadao.eth/…
15) Non-Fungible Trends by @ambergroup_io

medium.com/amber-group/no…
16) An introduction to fashion tech by @rareandro

medium.com/rc3-academy/an…
17) CC0 NFT Projects: The Power of Public Domain in Web3 by @1MrClean1

mirror.xyz/0x148089038088…
18) Metaverse Culture – What it is and how it can change the world by @Andrea__Chang @NGC_Ventures
metaresearch.substack.com/p/metaverse-cu…
19) Quarterly NFT Market Report Q1 · 2022 @nonfungibles
nonfungible.com/reports/2022/e…
20) Everything you need to know about CC0 @AndrewSteinwold @Sfermion_ andrewsteinwold.substack.com/p/everything-y…
21) Nonfungible Token (NFT) Value Drivers by @AndrewSteinwold @Sfermion_

andrewsteinwold.substack.com/p/-nonfungible…
22) State of The Open Metaverse 2021/22 @OVioHQ

outlierventures.io/wp-content/upl…
23) Webaverse: Pioneering An Immersive, Open Source Metaverse Enabling Community-Built Worlds @webaverse @Delphi_Digital with @pierskicks @webmixedreality @dankvr

members.delphidigital.io/media/webavers…
24) Music NFTs by @0xEmerson
@LongHashVC

longhashvc.notion.site/Music-NFTs-Pub…
25) Rebundling The Audio Value Chain by @KyleSamani @multicoincap
multicoin.capital/2022/02/25/reb…
26) China NFT Market by @sallywang666 @SinoGlobalCap

sinoglobalcap.medium.com/china-nft-mark…
27) NFT worldbuilding projects by @WPeaster

metaversal.banklesshq.com/p/nft-worldbui…
28) On cc0, intellectual property, and NFTs by @Zeneca_33
zeneca33.substack.com/p/letter-26-on…

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More from @0xminion

Minion (GM, Jo Sun) in Malaysia 🇲🇾 Profile picture
May 2
1) Bear market, boooolish development, went to @EFDevconnect @ETHGlobal #ETHAmsterdam hackathon, gud vibe and made a bunch of new frens, chilling in Malaysia to recover from conferences, went through the @ETHGlobal hackathon projects, here are 22 projects I personally like.
2) Acknowledging all the finalists
3) #NFTeaser is a rental platform for NFTs. Whether you wanna join a BAYC event or try out a skin in-game, you don't wanna risk buying it because of illiquidity. With NFTeaser, you can just rent them! Remember the Milady party you can't get in?

showcase.ethglobal.com/ethamsterdam/n…
Read 23 tweets
Minion (GM, Jo Sun) in Malaysia 🇲🇾 Profile picture
Apr 29
1) Seen so many broken designs of on-chain derivatives in the past 2 years or so. I was passing almost every single on-chain derivatives project and thinking about why On-chain derivatives protocols never took off and what went wrong.
2) The discussion started with @celiawan2 on why there is no on-chain derivatives protocol such as options protocol building on top of @Uniswap V3 structure since its range order payoffs are regular options like payoff with a bit of twist.
3) @perpprotocol V2- “Curie” made an exciting move whereby it leverages @Uniswap V3 pool as the execution layer with its virtual AMM design on the perp derivatives side.
Not until I read about @Panoptic_xyz - A perpetual, oracle-less options protocol built on Uniswap V3 Protocol.
Read 20 tweets
Minion (GM, Jo Sun) in Malaysia 🇲🇾 Profile picture
Apr 28
1/15) !! Long thread and wordy !! Been travelling and aping conferences lately in Europe. I met some talented web 2 people who want to be fully transitioned to web 3 along the way, asking my opinions on crypto exchange opportunities.
2) Since I worked at a tier 1 exchange core team (Coin listing, investment, research) exactly 1 year ago. Here are some of my two senses on crypto exchange opportunities.
3) Do not join if you only want the branding. This is not your usual web 2 big-name branding stuff. Do join if you want the experience and/or branding or share the same vision.
Read 15 tweets
Minion (GM, Jo Sun) in Malaysia 🇲🇾 Profile picture
Jan 24
1) My takes on why on-chain derivatives haven't taken off yet. Some on-chain derivatives protocols are trying to replicate and "compete" with CEXs, which most of the time doesn't work. I'm not buying into your censorship resistance argument unless you are truly decentralized.
2) It's a bias to say DeFi on-chain derivatives should be big based on the fact that equity markets options/futures volume trade at certain multiple to spot volume. Why? Bcs we have a very different user base on-chain! Equity market=mainly institutions, on-chain=individuals
3) Most of the DeFi protocols took off bcs of one important feature: composability, yet most of the on-chain derivatives protocols don't have that. Building DeFi native on-chain primitive is much more important than achieving capital efficiency and trading experiences. @opyn_
Read 7 tweets
Minion (GM, Jo Sun) in Malaysia 🇲🇾 Profile picture
Jan 22
1) Bear market survival kit. I don't expect we will have a prolonged bear market.
2) Heads down and BUIDL.
3) Never quit crypto, once you are out, it's harder for you to come back later.
Read 12 tweets
Minion (GM, Jo Sun) in Malaysia 🇲🇾 Profile picture
Nov 22, 2021
1) It’s the #WAGMI spirit that matters the most; seeing CT debating one chain over another brings a lot of different perspectives and thinking on how we view the blockchain technology (with crypto) itself.
2) I think most of us would agree that blockchain technology (with crypto) is a disruptive technology rather than sustaining technology.

So wdym by disruptive technology?
3) Disruptive technologies introduce a very different package of attributes from the one mainstream customers historically value, and they often perform far worse along one or two dimensions that are particularly important to those customers.
Read 23 tweets

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