Subli 🦇🔊 Profile picture
Jan 2 10 tweets 8 min read
6. Top 10 Ethereum & L1 trends

While #L222 season is behind us, don't fade mother nature and its cousins !

Copyrights @MessariCrypto #crypto theses 2023!
In 2022 the #ethereum blockain saw a major milestone: #themerge: move from POW to POS

And together with the implementation of EIP 1559 (burn mechanism), $ETH supply shrinked significantly & even went deflationist

Check this website for such data

ultrasound.money
If you are here for the Tech only, you can be amazed by the #ethereum #blockchain roadmap provided by @VitalikButerin

Interested in a summary of the above diagram ? Just check this 👇

But now everyone is waiting on the #Shanghai upgrade planned in mar-23 that will allow withdrawal of staked $ETH
What are the niches @VitalikButerin is bullish about ?
- #RWA backed stablecoin
- #defi prediction markets (futures, betting, parimutual)
- Decentralized Identity
- #DAO
- Dapps using that are both off & on-chain
#bridges: Resulted in more than $1.3 billion stolen in 2022
=> cross-chain bridges is not safe
=> Security shall be done on the base layer such as:
- EVM: Ethereum provides security layer to Rollups
- App Chain: Cosmos is the security layer
Interesting take on @solana on this these,the blockchain keeps improving :
- speed & node decentralization
- Mobile accessibility with a dedicated smartphone called "SAGA" where one can run Solana softwares

Saga plans to use @helium, he decentralized phone network focused on 5G
On the @cosmos blockchain side, ATOM 2.0 is on all mouths, despite gov rejected this proposal. If you want more info about it, check this thread done by @TheDeFinvestor

Here are few L1 blockchains launching on #cosmos:
- @SeiNetwork : specific for #defi
- @CantoPublic : Integrated #defi dapps
- @dYdX moving to its own app chain
- @berachain : specific to #defi with new consenus called proof of liquidity
Now, will the layer 2 season will gi towards a new #L223 or will alternative Layer 1 grab market shares ?

Future will tell, but in the coming two years there will be a tremendous choices of blockchains and only few will win to become the NEW standards !

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Subli 🦇🔊

Subli 🦇🔊 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Subli_Defi

Jan 3
In #Crypto, following the Smart Money means following Narratives

@MessariCrypto releases their #Crypto Market Theses (narratives) for 2023,

So read this Mega-🧵 to see where Smart Money will go this year🔥 & benefit from it

Thanks to @twobitidiot for this amazing work ! Image
First of all, if you would like to read the full article, you can download it here: drive.google.com/file/d/1nHkQPn…

Instead of reading 168pages, here is a TL;DR of the most important things to learn 👇

But i added my 2cts on top of it !
I will summarize for you in this thread:
- Top 10 narratives & Investment themes
- Top 10 People to Watch
- Top 10 trends in #CEFI
- Top 10 trends in #Crypto policy
....
Read 20 tweets
Jan 3
10. Top Tips given by @twobitidiot and few of my own choice

A summary of @MessariCrypto CEO FREE tips, don't fade him anon Image
Why it's important to produce content: Cause you identify gaps between what you think you understood & what you actually did

Same for me, the more i move forward on twitter thread or video on one project, the more i understand it

No shilling here, just sharing knowledge
And by the way, you can check my Notion Page with all my research:
notion.so/Subli_Defi-c57…
Read 7 tweets
Jan 3
9. Top 10 Trends in #DAO & #Web3

Give power to the users isn't that the purpose of Decentralization? Read this summary of @MessariCrypto #crypto theses for 2023

Let's dive in 🤿 Image
I think the best part of @twobitidiot on this intro is this statement:

"We don’t need a 30th DEX AMM variant or another
10,000 image animal PFP collection. We do need tools that will ensure crypto truly cannot be shut
down"
Don't rely on centric organizations, what will work for ever on the blockchain shall be immutable such as @LiquityProtocol is doing with his $ETH backed stablecoin $LUSD.

This is the same thesis @synthetix_io is also following as part of their V3 deployment
Read 14 tweets
Jan 3
8. Top 10 trends in #NFT & Decentralized Social

More than Jpeg or blue birds, both areas are keen to take a disruptive turn in 2023 ! A summary of @MessariCrypto #crypto theses for 2023

Let's jump in 🦘 Image
#NFT market cap is estimated around 7-10b$

@BoredApeYC is the 2nd NFT collection in Market Cap. And like criminal gangs or Rotary Club, belonging to a Family is important: Recognition & Fame Image
And as a community engagement tool, NFT are really ideal, some examples:
@RedactedBBCNFT from @redactedcartel
@GBlueberryClub from @GMX_IO
Cute little kangourous from @lyrafinance
and soon @synthetix_io also will have its own collection
Read 17 tweets
Jan 2
5. TOP 10 Cryptocurrency trends

Stablecoin, meme, cbdc, a summary of @MessariCrypto #crypto theses for 2023
#bitcoin cannot be integrated as a reserve currency or used widely due to its volatility. However, collateralized stablecoins coul play that role and be used as currency

"Bitcoin is big now, and its continued ascendance will be slow, but powerful."
Bitcoin mining : Production cost 15k-20k
Same issue as always, bitcoin mining is not environmental friendly.
Jan-22: 39% of energy was renewables

However we see new actors such as @KlimaDAO that help to purchase carbon assets and thus cancelling carbon foot print
Read 10 tweets
Jan 1
4. Top 10 trends in #Crypto policy

2022 was a DOOM year, so what's up for us for 2023?

A summary of @MessariCrypto #crypto theses Image
#crypto regulation is the next big thing to come and imo could kick off the new bull market as new institutions/funds will come in, regulations should cover:
- centralized echanges
- stablecoin
- user/consumer protection
- privacy Vs auditability
@twobitidiot made a wonderful thread summarizing the above, i can only advise you to throw an eye to it

Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(