Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
laiyuen.eth Profile picture
laiyuen.eth
@0xlaiyuen
Investments @fisher8cap | Founding Janitor @ccc_nft | Advisor + Shadow bank @ NUS FinTech Soc |
Sep 7, 2024 • 14 tweets • 5 min read
All of the conversations on ETH long term economic sustainability taking place today is good for the ecosystem.

Paying attention to the conversation here to potentially find the make it trade when risk reverses

A compilation thread: 1/? 2/ CLG’s discussion of Ethereum’s long term value accrual now that roll-ups are set to capture most of the economic value generated by blockchains.

This frames the debate very well
Aug 8, 2023 • 10 tweets • 4 min read
Why I think Huobi is underwater and + why @adamscochran is not crying wolf

A 🧵 ... The latest snapshot from Huobi was on 1st July, more than 2 months ago. Since then, there have been significant changes in Huobi's holdings. You can view their holdings here:

If we compare the assets, they are actually up $75m! https://t.co/TLeQycNgYKportfolio.nansen.ai/dashboard/huobi

Image
Image
May 26, 2023 • 9 tweets • 2 min read
How to imagine the smell with math: using risk-reward ratios and probabilities 🧵 1/ Accepting reality
We often get overly excited about the next 100X bag, hoping we land the next $LADY or $PEPE and get revanchist wealth from just one trade.

At the risk of stating the obvious: 100x and even 1000x trades exist... but these things are uncommon.