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Mar 11 15 tweets 35 min read
ToE's Weekly Highlights #14

🔹Fallout accelerated investor’s fear
🔹BTC L2 and LSDfi + over 60 projects shared
🔹Over 10 new projects
🔹Defi fixed rates, Curve stablecoin, Airdrop hunt, Strategy simulator tool
🔹ETH goes to $350, 40 billion of USDC reserves remain at SVB

📩📭
If you have not read the previous week’s highlight here it is:

Overarching sections:

1️⃣ Macro
2️⃣ Narratives
3️⃣ Defi
4️⃣ Resources and Tools
5️⃣ Spicy Crypto Drama
1️⃣ Macro

@Travis_Kling recaps the Feb macro
@tedtalksmacro shares that the probability of a 50bps hik
@jake_pahor on market pricing in a 50bp hike
@MacroAlf shares his views on the stock melt down
@CoinNotes_io felt that there is more to go before we hit a macro bottom
2️⃣ Narratives

@TheGemNerd first ALPHA series
@insomniac_ac weekly #CrossChain Monday
@0xCrypto_doctor on Indices
@misaflips looks at Gamblefi
@0xMughal on March farms
@DefiantNews on BTC rollups @colludingnode
@rektfencer on Kava’s hype
@ThorHartvigsen on 30 protocol
3️⃣ Defi

@DAdvisoor on @votexfi
@blocmatesdotcom on@InfPools
@0xkhan_ on @DecentralGames
@0xjaypeg believes that $COIN is the index fund of crypto
@Dynamo_Patrick on @CryptoHayes proposal of a new stablecoin
@Tanaka_L2 bullish on @PepesGame
@zachxbt ends community requests
4️⃣ Resources and Tools

@rektdiomedes Accounts To Follow
@rektfencer on his best tools
@0xDoing builds a strategy simulator
@jason_of_cs AMMs vs LOBs
@Cryptotrissy on Omnichain vs Crosschain
@WinterSoldierxz research on @synthetix_io
Architecture of Curve Stablecoin
5️⃣ Spicy Crypto Drama

@innercitypress Mango Labs v Avi Eisenberg
@CoinDesk on Silvergate Bank wind down
@CitronResearch estimates price of $ETH around $350.
@ByzGeneral on USDC depeg
@unusual_whales SVB CEO sold $3.57 million of stock before collapse
@circle $40b of USDC at SVB.
Check you the published newsletter over here

threadingontheedge.substack.com/p/toes-weekly-…
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More from @arndxt_xo

Mar 11
Breaking: 2nd largest collapse in American history.

Silicon Valley Bank Goes Bust - How Will This Affect Your Crypto Investments?

🧵👇 Image
1/
I will break it down into:
1️⃣About SVB
2️⃣What happened
3️⃣Crypto firms involved
4️⃣Era of startup turmoil
2/
1️⃣About SVB

SVB, founded in 1983, is the 16th largest bank in America

It expanded to many states and countries including Israel, Ireland and Germany, with $210 billion in assets,

Supports SMB, with financial solutions that includes loans for acquisitions or projects.
Read 15 tweets
Mar 9
Looking for some brain-boosting research to explore?

I've been diving into some amazing alpha finds from ToE's weekly highlights and these 11 projects are criminally undermentioned in their narratives:
▪LSD
▪ve(3,3) DEX
▪NFT AI
▪Wallet
▪Copy Trading

And more cooking 👇 Image
All these were already shared in Threading on the Edge's Weekly highlights.

Appreciate your support for a Follow and Subscribe to my newsletter. Lots of research and curation hours have gone into it.

1/
No doubt that we saw a rise in the ve(3,3) DEXes. Dug up @Slappjakke's older thread about @dictumexchange and how its now poised for the run up.



2/
Read 18 tweets
Mar 2
🍿Macro Pulse Update 01.03.2023🍿

Some key macro highlights. We see China leading the prints and pump, while the US and EU are laggards. Japan is taking an uncertain stance.

🧵👇

1/29
Here I will categorise into 3 big section

1️⃣ Macro and Key data
2️⃣ Expected outlook
3️⃣ Crypto market and predictions

2/29
1️⃣ Macro and Key data

M1. ⛔ The robust consumer spending in January and elevated monthly inflation have raised concerns among many investors.

3/29
Read 29 tweets
Feb 27
ETH staking and DeFi markets are about to be turned on with the upcoming Shanghai Upgrade.

And the best part? We will see huge potential for staking derivatives and DeFi protocols.

Will it be the ultimate game changer for ETH staking and DeFi? Find out!🧵👇
1/ Laying out some thoughts here:

1️⃣ What is the Shanghai Upgrade?
2️⃣ Effects of $ETH withdrawals
3️⃣ Effects on Staking Derivatives
4️⃣ Effects on DeFi
5️⃣ Conclusion
2/ 1️⃣ What is the Shanghai Upgrade?
It is a forthcoming @ethereum upgrade that will allow validators to withdraw their staked $ETH on the Beacon Chain.

This will significantly impact withdrawal mechanics, staking derivatives, and broader DeFi markets.
Read 24 tweets
Feb 25
ToE's Weekly Highlights #12

🔹 Macro: PCE numbers came in higher than expected.
🔹Narratives: Chinese coins were pumped. On chain index on the rise.
🔹DeFi: Alpha projects: degen and real yields
🔹Crypto drama: LVL hack, SEC eyeing on stablecoin firm, Machi dumping NFTs Image
If you have not read the previous week’s highlight here it is:

1. Macro
@BobEUnlimited on reversal of disinflation
@QCPCapital notes on sharp reversal in almost all benchmark macro markets
@DeFi_Cheetah on forthcoming recession
@_FabianHD on Dollar and yields repricing and hot PCE data
@delphiintern shares new narratives and lessons learnt
Read 13 tweets
Feb 25
Macro update as of 25 Feb:

🚨Inflation Alert🚨

The PCE came in hot as hell: 4.7% instead of the expected 4.3% YoY.

First little indicator for a second inflation wave. 🧵👇

1/ Image
Going forward will inflation continue to be aligned with what @CryptoHayes mentioned last year Dec?

"Inflation has peaked for this first mini cycle and we will see declining inflation next year."

2/
💰Profit Time💰

$BTC holds strong at the 25k level. If you have taken profits, congrats. If not, don't fret. It's still at the crucial level and hasn't broken down yet.

Next target/support would be 22k?

3/
Read 13 tweets

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