jay Profile picture
Jun 14 8 tweets 6 min read Twitter logo Read on Twitter
I work full time as a software developer at one of the FAANGs

How do I manage to keep up with crypto while working an intense full time job?

Here's my list of the folks / newsletters I follow (no this isn't a sponsored post) and a brief description of why you should follow them Image
Linn puts out an extremely consistent newsletter

Her newsletter covers both a 10000 foot view (macro, majors, general advice & apophenia) as well as a deep dive into a variety of major protocols

Viktor puts out a weekly newsletter that rounds up tweets and provides a very neutral (non-biased) view on the markets (majors + alts)

He manages to stay very level headed during / after big events which helps immensely with navigating the volatility

@rektdiomedes puts out a daily newsletter that aggregates stats on the majors (volatility, fear/greed, biggest movers) along w/ some high quality threads

At the very least I skim through this everyday and read through some of the threads

PageOne is a weekly newsletter that covers unique insights on the narratives and major events that are going on within crypto (majors, alts, NFTs)

I read this front to back when it comes out

Put together by @tervoooo @_tolks @NinjaBoffin @MoonOverlord

@cchungccc puts out a note called "Chung's Daily Notes"

Reminds me a ton of "the Daily Ape" that @Darrenlautf used to put together

The format is similar with interesting news, good reads, fundraising, protocols, airdrops, etc.

That's it

Go give these newsletters a read, and if you find it useful, give them a follow!

• • •

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

Keep Current with jay

jay 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!


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 @0xjaypeg

May 20
Michael Jordan talked a whole lot of shit

But what made it more entertaining was that he always delivered

And it made things memorable, we still talk about Jordan decades later

He's still printing $ w/ the Air Jordan brand - 400M in rev last year

Whats my point? @LucaNetz .. Image
I've been watching this guy closely since the start of this year

I was initially skeptical but this dude has been delivering:
- Pudgy floor from 0.8 -> 7
- 9M raised in May '23 with rates at 5%
- Pudgy Plushies: #1 toy on Amazon

But best of all? He's been talking shit
And it's been a treat to watch

Talk your shit but work your ass off to deliver

And the best part is the contrast between the friendly ass IP vs an unrelenting CEO

Thats the right way to build a brand, just like Mike did

Anyways heres the top 10 tweets of Luca talking his shit
Read 14 tweets
May 18
The Shapella upgrade is through and staking withdrawals seem to be derisked

Should you convert a portion of your ETH stack into a liquid staking derivative? Feeling FOMO on the staking yield?

Here's how I've been thinking about it 🧵 Image
1/ Staking ETH via LSDs is the most crypto native version of a carry trade there is

You are basically short tail risk (prolonged/permanent depeg) for a carry of 4-7% yield / year

What's difficult to reason about is the probability of tail risk
2/ An obvious hedge is to split into different LSD providers but this doesn't save you if there's an overarching issue w/ staking

One can argue that if this overarching issue affects all LSDs, ETH is likely doomed as well

In either case, losing part of my ETH stake for ..
Read 6 tweets
May 17
I got a question in my DMs asking who .@BobLoukas is

Figured I'd share for those who don't know

Bob runs a program called "4 Year Journey" where he buys and sells BTC

Bob doesn't transact frequently, he's not your typical CT trader

Even so he's been able to ~10x his portfolio Image
Bob focuses on buying fear and selling euphoria

He doesn't try to time the exact bottom or sell the exact top

As mentioned, he doesn't transact frequently, and opposite of a lot of CT characters, he isn't flashy

He has a set of Youtube videos that he releases every few months
In the YT videos, he goes through his thoughts (in real time)

He emphasizes the risk mgmt and mental awareness aspects to investing so that you don't paper hand your BTC

I've learned a lot through Bob and I know most of CT would benefit from watching his videos
Read 4 tweets
May 16
Miladys are supposed to be one of the strongest communities in crypto

Even .@elonmusk is aware of them

How strong is this NFT community? 🧵 for a data-driven analysis

(PS. for those hunting for alpha / wallets, I go over the most profitable wallets and link them at the end) Image
1) I built a dashboard a while ago to assess the strength of an NFT community

We’ll cover:

- Milady NFT sale price trends
- Holders over time
- Average # of days held / # Unique Holders / Days since mint
- Top sales and most profitable wallets

(dashboard link in the QT)
2) *NFT Sale Price trends*

This chart plots individual sales as purple dots

It overlays the avg sale prices as the orange line

Outliers are excluded from the individual data points, but included them through the average (explaining the random blips) Image
Read 13 tweets
May 10
Better late than never

I scroll through crypto-twitter and jot down notes, bringing you the top opportunities every month

Here's a review of the top plays of April '23 🧵
We cover: Image

We can always rely on Elon to deliver on a good prank

And what happens next? Doge 📈

The beautiful part was you could've gone both ways (early long, late short) or both and won bigly

.@Tree_of_Alpha outlines his thought process in this trade ImageImage
Read 8 tweets
May 5
I read through 23 pages of the Coinbase Q1 '23 shareholder letter and listened to their earnings call

The most important takeaway is that "Brian is still bald, his head is shinier than ever"

Other highlights 🧵 ImageImage
I cover:

- Trading Volume & Revenue
- Subscription & Services
- Expenses & Q2 Outlook
- Q&A Highlights
Trading Volume & Revenue Image
Read 9 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!


0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy


3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!