Surf Profile picture
Sharing Thoughts and Research into Untapped Projects and Narratives.
雷神Value(✊, ⬜) Profile picture T3chdave Profile picture defi_live Profile picture Julius 🇻🇳 🧑‍🌾 Profile picture Paul_James2020 Profile picture 7 subscribed
Nov 7, 2023 27 tweets 7 min read
The Gambling industry in the US is worth more than $261 billion

One of the most profitable web3 sectors is Gambling

5 GambleFi/ Gambling tokens I'm watching for TGE szn 👇 Image 1/24
Remember the house always wins in the long run?

This is what makes GambleFi projects money printing machines

Before diving in, I'd kindly ask for you to engage with the first tweet - it helps a lot and encourages me to keep bringing free educational content to you :)
Oct 14, 2023 18 tweets 5 min read
1) What Happened

Ever seen a RUG to 0 of this scale?

Yea... that's my followers chart - My account was suspended at 24.1K.

Here's my thoughts on the very valid use case of Web3 Social

If You're reading this on Twitter, it already concerns YOU.

🧵👇 Image 1/17
As much as I want to provide insight into what happened and actionable steps for you to prevent your account from meeting the same fate, I didn't get much info from Twitter...

Apart from a User Report which single-handedly nuked my account on Monday. Image
Jul 20, 2023 20 tweets 6 min read
Crypto VC funding activity fell in Q2 2023,

but the industry as a whole is still teeming with OPPORTUNITY...

A dive into H1 2023 VC Activity and the projects that VCs are watching.

🧵👇 Image 1/17
Background statistics

QoQ - VC investments in Q2 2023 dropped by ~33% ($3.09B -> $2.04B)

H1 2022 saw ~$32B in crypto investments, H1 2023 saw ~$5B. Image
Jun 25, 2023 17 tweets 6 min read
DeFi is overly complicated for the average Joe.

With hundreds of tools out there, how do you consolidate all that info?

When in fact, all you might need is this 1 tool.

🧵👇 1/13
Using on-chain tools is essential to help you find alpha. The problem is there are too many tools out there to choose from.

I'm not saying those tools are bad, but what if you just want a quick glance of a token's on-chain statistics?
Jun 20, 2023 15 tweets 4 min read
Fiat blockchains are the bridge between TradFi and DeFi.

With Blackrock's filing of a spot Bitcoin ETF, TradFi money is on its way to brypto.

This could be the start of the FiatFi narrative - let's see what @Pendulum_chain is building

🧵👇 1/14
FiatFi refers to the bridging of TradFi money into DeFi.

Fiat blockchains like Stellar tokenize real-world currencies into digital assets or stables.

Users deposit fiat -> receive an equivalent amount of tokens, and can use them for blockchain transactions.
Jun 14, 2023 16 tweets 14 min read
Exit scams can be easily prevented with on-chain information.

To get on-chain information, you'll need on-chain tools in your arsenal.

Here's a step-by-step guide on how to use these 3 Tools.

🧵👇 Image 1/13
1️⃣ Bubblemaps (@bubblemaps)

Bubblemaps is a simple-to-use on-chain tool that visualizes the relationship between token holders.

All you need to find is the token contract to analyze. Image
Jun 12, 2023 22 tweets 16 min read
Sequoia Capital has $85 BILLION in assets.

They have >$15B invested in Crypto across 8 Funds and is by far one of the most prominent VCs.

Here's what @sequoia is looking at in 2023

🧵👇 Image 1/19
Sequoia Capital specializes in incubation, seed stage, startup stage, early stage, and growth stage investments in private companies.

Sequoia has funded an array of successful companies including Apple, Google, Oracle, PayPal, Stripe, YouTube, Instagram and Yahoo Image
Jun 9, 2023 17 tweets 14 min read
Hackathon projects are the purest form of ALPHA.

I analyzed 132 projects at ETHGlobal's Autonomous Worlds Hackathon...

Here are the Top 5 Hackathon project picks.

🧵👇 Image 1/14
Hackathon Background:

• Primarily GameFi projects on ETH

• Participants to use MUD, a new framework designed for on-chain games.

• $50K in prizes

• Develop multi-author Worlds by building onchain games, worlds, and art projects. (Like a metaverse) Image
May 31, 2023 24 tweets 16 min read
Paradigm is regarded as the most exclusive brypto VC fund

And now, they are venturing into AI.

Here's what @paradigm is looking at in Q1 2023

🧵👇 Image 1/21
Paradigm is a San Francisco-based VC, founded in 2018, which primarily invests in crypto

Paradigm is widely considered to be one of the most exclusive VCs who pick only a handful of projects to invest in. Notable projects include: Optimism, Blur, Synthetix and more. Image
May 25, 2023 26 tweets 16 min read
Watching VC money can help you spot trends early.

A16z is one VC you MUST watch.

Here's what @a16z has looked at so far in Q1 2023

🧵👇 Image 1/23
Andreessen Horowitz (a16z) is a private venture capital firm founded in 2009.

They invest in both early-stage start-ups and established growth companies across various industries, including healthcare, consumer, crypto, gaming, fintech, education, and enterprise IT Image
May 19, 2023 22 tweets 16 min read
Most early-stage projects are building in darkness.

But these projects yield the best alpha and growth potential.

Here are 5 projects that recently raised funds.

🧵👇 Image 1/19
TLDR;
1️⃣ Lagrange Labs (@lagrangedev)
2️⃣ Azteco (@Azteco_)
3️⃣ Airstack (@airstack_xyz)
4️⃣ Story Protocol (@StoryProtocol)
5️⃣ Hourglass (@hourglasshq)
May 17, 2023 21 tweets 19 min read
ChatGPT can do In-depth Cryptocurrency Research in under 10 minutes

Google Bard can do it in under 5 minutes

Here’s a step-by-step guide on how you can use Google Bard to conduct in-depth research:

🧵 👇 Image 1/16
Recently... Google Bard was introduced and its features surprised me.

This thread is of course inspired by my previous thread on using ChatGPT for crypto research, if you haven't read it, you're missing out ser.
May 16, 2023 14 tweets 13 min read
Adoption and Project-Owned DEXes are a crucial turning point.

Why I'm championing this and how it led me to join @native_fi as an ambassador 😎

🧵 Image 1/10
If you've been following me for a while now, you may have noticed my strong stance behind adoption as the key catalyst for the next bula.

The bear market inevitably reduced the number of VC capital inflow and new users. Image
May 8, 2023 15 tweets 12 min read
Tracking whales is a good way to find 100x tokens like $PEPE.

But you often only start tracking them AFTER the token moons.

This Chad pointed out $PEPE on April 28 before it mooned.

🧵👇 Image 1/11
By chad, I meant an AI called Jenna. I stumbled across a few crypto AI projects after my ChatGPT thread, which I covered below.

I was given the honors of an OG role to try out Jenna and here's my objective view of her.

(not what she said)
Apr 29, 2023 23 tweets 15 min read
Optimism is no contender for Arbitrum.

It begs the question: Will there be any L2 that can outperform Arbitrum soon?

I covered @0xMantle a while back, and its time to revisit its potential

🧵👇 Image 1/20
Here's a gist of the thread:

1️⃣ What is a Modular Blockchain
2️⃣ TLDR on Mantle
3️⃣ EigenLayer DA
4️⃣ $BIT utility
5️⃣ Upcoming Developments
Apr 28, 2023 16 tweets 12 min read
Hackathons are great ways to find emerging trends.

ETHTokyo had no shortage of that.

Here are 5 interesting hackathon projects spotted from ETHTokyo, in under 5 minutes.

🧵👇 Image 1/13
TLDR;
1️⃣ Buidl
2️⃣ Axel
3️⃣ XA^2
4️⃣ ZK Governance
5️⃣ Blockhead

Trends spotted:
• ZK.. lots of zk
• Account Abstraction
Apr 25, 2023 24 tweets 14 min read
"The crypto industry needs more DEXs" - CZ

Binance is trying to become a Hybrid Exchange.

What is a Hybrid Exchange?

What is the current DEX landscape like?

I dug deep to find the answers, and here are my findings:

🧵👇 Image 1/21
Here's a gist of the thread:

1️⃣ Current DEX landscape
2️⃣ Why are more DEXs needed?
3️⃣ What is a Hybrid Exchange, what is Binance going for?
4️⃣ Potential of a Hybrid Exchange
5️⃣ Any projects already doing this?
6️⃣ Closing Thoughts

Grab a coffee and enjoy this read:
Apr 24, 2023 17 tweets 13 min read
If you love GMX, you would've seen thousands of strategies.

The core concept however, remains the same.

Here's a simple step-by-step guide to GLP yield protocols:

🧵👇 Image 1/14
This thread provides a guide on how to use @archi_fi and compares it with other popular GLP yield protocols

1️⃣ LP - Lenders
2️⃣ LP - Borrowers
3️⃣ Comparison with GMD
4️⃣ $ARCHI Tokenomics + Airdrop
Apr 18, 2023 24 tweets 14 min read
Of the $1.47B TVL in Derivates protocols, 72% is in GMX & DyDx.

The remaining 28% is shared across 86 perp dex protocols.

Let's explore the fragmented liquidity issue and the benefits of a perp dex Aggregator

🧵👇 Image 1/20
Aggregated perp dex liquidity provides massive potential for high leverage, low slippage trades.

Here's the gist of the thread:

1️⃣ Problem with fragmented perp dex liquidity
2️⃣ Introducing mux.network
3️⃣ MUX Aggregator Mechanics
4️⃣ MUXLP

Let's surf in 🏄‍♂️
Apr 13, 2023 15 tweets 12 min read
ChatGPT can reduce research time significantly.

But it's a pain to feed it information to generate a proper prompt.

I've stumbled across 3 crypto-focused GPT tools that you should check out 👇

Mini🧵 Image 1/11
If you haven't read my first thread on using ChatGPT for research, I'd recommend reading it here:
Apr 5, 2023 23 tweets 16 min read
Arbitrum season is a double-edged sword.

ArbiSwap RUGGED >$4M from their LPs.

You must learn to spot novel ideas and dodge the rugs.

Here's how you can Master the Art of spotting potential rugs with a simple tool.

🧵👇 Image 1/20
Here's a gist of the thread:

1️⃣ Spotting flaws in ArbiSwap
2️⃣ How the rug played out
3️⃣ An overview of @DeDotFi - the magical tool
4️⃣ How to use their tools to protect yourself
5️⃣ Upcoming developments