Crypto since 2017 || DeFi research ll Seed Investor || Built & sold two crypto businesses || Raised $40m in crypto VC ll @deficarrot
Sep 3, 2023 • 12 tweets • 3 min read
1/ Today I turned 30. 🎉
I feel reflective today so putting together some of my thoughts.
When I was 22 I set a goal for myself and today is the day it “came due”. I can remember exactly where I was and what I was doing at the time I set it.
My ramblings…
2/ I was 22 and it was my senior year of college. I was walking through the business building and for the first time I noticed a banner hanging. The banner showed the average first year earning of a business graduate from my university. The number was $54,000.
Feb 23, 2023 • 11 tweets • 3 min read
ALPHA DROP:
Parallel is soon launching their token $PRIME and today we have a bet on the largest holders of Parallel cards out there.
ParagonsDAO $PDT
Here's the research to support the play and why I think the timing is perfect:
🧵👇 2/
Parallel is the darling card game of the NFT bull run. They raised $50m at a $500m valuation from Paradigm and have been building since.
Various cards will start earning $PRIME potentially as early as next week.
1/ $GNS has now retraced the entirety of the Binance pump. If you don't yet have a position, it looks as if it has returned to "value" and could be an attractive entry.
Metrics below: 2/ Daily traders are very strong and also look organic.
Jul 26, 2022 • 6 tweets • 2 min read
Remember 2 years ago when SBF was able to talk freely about the market and price? He can't do that anymore.
However, that doesn't mean that the signal is gone. Look closer.
I believe this offer indicates his belief that a bottom is here, or near.
The offer allows @investvoyager customers to access the available portion of their deposits, in cash, today. If this offer went through, SBF is basically longing every asset held by Voyager.
Would you do this if you expected another 50% down move? I don't believe so.
