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Jul 1 • 4 tweets • 5 min read
#FF:

There's probably 500 absolute Chads I follow who I'd recommend, but off the top of my head here's a few you might not know:

@DeFiyst - gigabrain high-iq analysis, similar to @OnChainWizard (who is also amazing)

@cryptolad1256 - very smart dude, general defi alpha

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Cont:

@Charlie_Pyle - founder of @Pitch_Money. If you like FXS/CRV/CVX stuff I'd follow him.

@samkazbot - reposts of @samkazemian's TG activity.

@ClintFiore - non-crypto account (irl biz broker) but seeing his massive/purposeful action on my TL helps keep me motivated.

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Cont:

@thedulab - non-crypto, ridiculously good life alpha. Highly recommended.

@AnthonyLeeZhang - extremely insightful observations on crypto/defi.

@resdegen - on-chain defi stuff, very high signal:noise.

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Cont:

@menlobear - Chad macro expert Gen-X'r who can probably outlift you

@midasworkss - defi/investing. Extremely smart dude.

@VirtualKenji - defi alpha + general wisdom

Conclusion: Highly recommend all of them!

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More from @rektdiomedes

rektdiomedes Profile picture
Jul 4
Thread: Here's The Best Crypto + Macro Videos I Watched This Week

🧵

Alright my good frogs, here's my top videos I watched the last seven days...

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One: @LynAldenContact on @TIP_Network

This was a fantastic interview with a lot of fascinating monetary history stuff and thoughts on current macro climate.

Really cannot recommend it enough:



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Two: @Charlie_Pyle from @Pitch_Money on the @flywheelpod

Charlie is a wicked smart, very impressive dude and if you have any interest in Frax/Curve/etc I would recommend it highly:



3/x
Read 10 tweets
rektdiomedes Profile picture
Jun 28
Thread: What Weimar Germany Can Teach Us About The 2020's (Un-Ironically)

🧵

So, 'Weimar Hyperinflation' is often a lazy metaphor for our current fiat regime...

HOWEVER, at the same time, there is a lot we can learn from studying what happened there...

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This thread is definitely not to suggest that the US/Europe/etc is going see such hyperinflation over the next 10 years...

However...

The 'extremes inform the means', as they say, and there are a lot of parallels between Weimar and the situation today.

2/x
As a quick recap, 'Weimar Germany' essentially refers to the time in Germany between the end of WWI and the Third Reich, and is generally associated with the 1920's specifically.

Its most famous feature was the hyperinflation that occurred.

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Read 26 tweets
rektdiomedes Profile picture
Jun 26
Thread: Is The "L1 Rotation Trade" Dead?

🧵

The last bull market was absolutely dominated by L1's and the so called "L1 Rotation Trade"...

But will this be the case in the future?

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We all remember what happened in 2021...

All the L1's absolutely dominated the charts and grew to valuations well into the tens of billions...

To wit:



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If my memory serves me right, we at one time had ETH, BNB, LUNA, SOL, ADA, DOT, and AVAX all in the top 10 tokens by market cap, with MATIC + NEAR not far behind. (poor Fantom never got the respect it deserved fr)

3/x
Read 24 tweets
rektdiomedes Profile picture
Jun 20
(cont.) Thread On Avoiding Contagion As A Degenerate Ape...

Here’s another thread on $USDT from the above-mentioned @otteroooo, back in May, who expounded in-depth on it, and gives a Tether collapse a 15% chance of happening in his estimation:



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On the Tether side, here is their most recent official response to the speculation:



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They also- interestingly- just announced a little while ago that they will apparently be pursuing a full audit from a top 12 accounting firm:



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Read 23 tweets
rektdiomedes Profile picture
Jun 20
Thread: The Crypto Bulltard’s Guide To Potential Further Contagion

🧵

So… the question on everyone’s minds right now is ‘Will the LUNA/Celsius/3AC stuff keep spreading?’ and... "Where might it spread?"

And that is the subject of this thread.

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The title of the thread refers to the fact this is NOT going to be a thread of speculative Schadenfreude. I genuinely feel bad for any/every individual or entity rekt by the current market conditions.

I’m also a true believer in on-chain smart contract-based systems being..

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... superior financial plumbing and (many years from now) replacing tradf structures.

Instead this thread is primarily me curatooring the best info I have found, to try to avoid exposure and also to better position to buy solid tokens amidst capitulation.

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Read 25 tweets
rektdiomedes Profile picture
Jun 17
Thread: The Best Crypto + Macro Videos I Watched This Week

🧵

Alright my fellow frogs... here's the best stuff I watched this week:

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One: @FTMAlerts with @NickDrakon @0xBebis_ @justinmsilver and @cryptohamm

I wish I had started listening to these a year ago... its really impossible to overstate just how good they are and how much valuable macro+defi info is discussed.



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Two: @AndreasSteno doing guest-hosting on @RealVision interviewing @FedGuy12

If you want to geek out on the Federal Reserve/sovereign debt stuff this is the best there is this week:



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Read 10 tweets

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