Alright my friends, so this is a sequel to my recent similar thread(s) on my crypto positions going into the new year...
This one is on my macro positions :)
1/x
One: Oil And Gas
In the short term I could see oil declining slightly due to the Fed-induced recession, but I don't think it can go much lower, and think it can go WAY higher over next few years, making it an extremely asymmetric play imo.
This is primarily due to increasing energy usage in emerging markets, plus massive under-investment in O&G the last 6 years due to ESG insanity. (h/t the inimitable @hkuppy)
Thread: My Brypto Positions Going Into 2023 - Arbitrum Edition
...
Alright friends... so this is the sequel to the thread I did last week about what tokens I'm holding going into 2023 (the Polygon edition)...
1/x
This is the Arbitrum version :)
Again, I'm outlining these to a) hone my thinking on positions/allocations/etc, and b) for fun, so we can see how I do with my picks as the year progresses :)
And again, I am tracking them using @NestedFi, an awesome new Social Trading protocol available on all the main EVM chains, and our ongoing official sponsor for @thedailydegenhq!
Thread: #FF Ten More Smart Defi Accounts To Follow
š§µ
Starting to make these threads a habit but I run into so many gigabrain accounts researching for @thedailydegenhq each day that it seems silly not to point em out!
Thread: Here's My Crypto Positions Going Into 2023 - Polygon Edition
š§µ
Well friends, whenever crypto is collapsing I get an overwhelming urge to double-down on it, so wanted to publicly lay out the main teams/tokens I'm invested in going into 2023 :)
1/x
To do it, I am using @NestedFi, a very cool new social trading platform AND our ongoing sponsor for @thedailydegen!
This will keep me accountable and force me to think through my investments even more purposefully, plus should be interesting for us to look back on as 2023 progresses to see how smooth-brained vs giga-brained I am :)
3/x