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Mando Profile picture
@rektmando
Aug 20 • 1 tweets • 1 min read • Read on X
we don't need 10+ DATs for each coin

the market is gonna decide which management teams they like

the next stage of this is some of them start to trade below mNAV and you get consolidation

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More from @rektmando

Mando Profile picture
Apr 2, 2023
Autonomous Economic Agents - the future of Crypto and AI?

🧵
Intro

Spent some time looking into how crypto and AI might interact with each other going forward.

It can sound dystopian pretty quickly but the main hope seems to be around the idea of Autonomous Economic Agents.
What are Autonomous Economic Agents?

AEAs are basically highly-efficient decision-making AI.

AEAs make decisions independently - without human intervention.

They are designed to analyse, learn from, and adapt to their environment to achieve goals.
Read 11 tweets
Mando Profile picture
Mar 12, 2023
Why are we ripping?

1/ 🧵
2/ Theoretical Bull Case

- Rates are about to giga rip
- All deposits at SVB are protected
- Gov creates $100bn+ TARP style response for other banks
- Fractional banking + bailouts show system failing again
- BTC + ETH win as decentralised stores of value + given lower rates
3/ Theoretical Bear Case

We get cascading bank runs starting in the US then across the globe of banks that didn’t hedge a duration mismatch which then spreads to anything not top tier…
Read 5 tweets
Mando Profile picture
Feb 8, 2023
WTF is @akidcalledbeast ?

Explained by @DegenzNFT 🧵

1/
2/ Overview:

a KID called Beast (AKCB) is a collection of 10,000 unique, 3D, AR-ready NFTs.

The project combines art with augmented reality spread across various social media and social community platforms to promote art and experiences.
3/ Beasthoods:

Each BEAST belongs to 1 of 20 Beasthoods (each consisting of 500 Beasts) which work as
individual neighbourhoods.

These Beasthoods exist as internal communities within the ecosystem each with their own private chat as well as an internal DAO structure.
Read 9 tweets
Mando Profile picture
Jan 26, 2023
We have interviewed 10 top risk-takers so far on @rektradio_.

Here are my top 5 takeaways 🧵
1. Risk management is everything

No one is able to make it consistently with YOLOs. Build a portfolio of safe, risky and super risky bets. Try to build in some underlying yield. Always have liquidity to buy dips/fear. You never want to be a forced seller.
2. Focus on your downside

Risk-reward is an important metric but in particular focus on trades where downside is limited. This will allow you to make +EV plays with confidence. Never risk it all. If you can, make sure you are protected by a stop loss (even if its in your head).
Read 6 tweets
Mando Profile picture
Jan 17, 2023
TLDR on the Trial of Jimmy the Monkey mint?

Explained by @DegenzNFT 🧵

1/ Image
2/ Summary:

The Trial of Jimmy the Monkey is a skill-based mint game from @yugalabs.

Dookey Dash will be an “endless runner” style web-browser-based game where the goal is to survive in as long as possible whilst collecting rare fragments and destroying obstacles. Image
3/ Timeline:

- Jan 17: Sewer pass claim
- Jan 18: Play the game (3 weeks)
- Feb 15: The summoning - mint depending on your score in the game Image
Read 13 tweets
Mando Profile picture
Dec 26, 2021
TOP 30 NFT MOMENTS THIS YEAR

🚀🚀🚀WAGMI NEWS 🚀🚀🚀

(IN NO PARTICULAR ORDER)
2/

@beeple The First 5000 Days sells for $69m

@Nike buy @RTFKTstudios after CloneX drop

@BoredApeYC sells out in May after @pranksy mints 250

@XCOPYART breaks @SuperRare record twice with Death Dip (1000ETH), Right-click and Save-as guy (1600ETH)

@AxieInfinity $AXS tops 160
3/
@Visa buys a Punk

WLTC for @coolcats and !vibes for @cryptoadzNFT take them to 14ETH floor

@adidasoriginals drop with @BoredApeYC, @punkscomic @gmoneyNFT

@opensea volumes top $3bn in August

@larvalabs drop Meebits ahead of the curve
Read 8 tweets

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