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Alex Svanevik 🐧 Profile picture
Alex Svanevik 🐧
@ASvanevik
CEO @nansen_ai. Definite optimist.
4 subscribers
Nov 27, 2024 • 10 tweets • 1 min read
2025 will be the mother of all bull markets.

Here are 9 predictions for next year: 1/ Memecoins continue to onboard retail to crypto - and smash onchain metrics.

We'll see new records in DEX volume for lots of chain.

Better infra, easier UX, lower tx fees ... These all make the journey onchain better for newcomers.
Oct 6, 2023 • 8 tweets • 1 min read
Been asked about crypto going forward.

Below are 6 themes I think will play a role in the next cycle.

🧵 1/ Fintech frontend + crypto backend.

PayPal already has a stablecoin. Revolut lets you stake ETH.

And crypto startups like @basedappHQ already feel like fintech products.

Long-term, crypto replaces the backends for fintech.
Jan 7, 2023 • 11 tweets • 5 min read
How to scam people on @Airbnb - a quick guide.

(I know because I fell for it) 1. Create an ad that looks good, and make sure you leave out some information.

Add some fake reviews - note how these two guests coincidentally stayed with 2/2 same hosts 🤔
Dec 16, 2022 • 6 tweets • 2 min read
Some people don’t understand why we charge money for @nansen_ai.

Quick thread on why we charge: 1. Contributors to Nansen should be paid.

Voluntary contributions can work for a while, but it’s not sustainable.

VC money can pay for a while, but also not sustainable.
Nov 19, 2022 • 6 tweets • 2 min read
2.5% of all ETH is sitting in the Grayscale Trust yet no-one can find it on-chain? I’m pretty sure @nansen_ai has the most complete tracking of Coinbase holdings. (Not perfect!)

CB is the custodian of Grayscale.

I see 4.85m ETH in CB wallets.

Assume 3m ETH of this is Grayscale.

That leaves only 1.85m ETH for other CB customers; 1/3rd of what Binance holds.
Nov 17, 2022 • 5 tweets • 1 min read
Temasek published a statement on FTX temasek.com.sg/en/news-and-re… almost US$300B net portfolio value Image
Jul 8, 2022 • 13 tweets • 5 min read
Since he chose to reveal his identity, let me share a short story ... In Dec 2020, I hopped on a call with Jason to demo Nansen. At the time I just knew he worked at Celsius.
May 1, 2022 • 12 tweets • 4 min read
Gonna drop some on-chain data on Otherdeed here 👀 Top 3 on NFT Paradise in volume

pro.nansen.ai/nft-paradise?p…
Feb 5, 2022 • 7 tweets • 3 min read
NFT platforms have taken over Ethereum.

Quick look at some top gas consumers this week 👇 #1 @opensea
Jan 9, 2022 • 28 tweets • 15 min read
2021 in review via top 20 Ethereum gas consumers ⛽️

Source: @nansen_ai #1 @Uniswap
Jan 7, 2022 • 27 tweets • 13 min read
It's 2:30am, I'm jetlagged and stuck in quarantine.

Might as well dive into some @nansen_ai data on who's been buying pengus.

Live 🐧🧵👇 Our journey starts at NFT God Mode > Breakdown.

13 out of 15 top accumulatooors bought their first pengu in the last 24 hours (!)

pro.nansen.ai/nft-god-mode/b… Image
Nov 26, 2021 • 9 tweets • 2 min read
I think real estate will have been a poor investment 20y+ from now.

Some reasons why: 1) Options

Our parents’ generation had one asset class to invest in: their home.

Coming generations will have a lot more options available to them. Stocks are much more available now, and crypto + metaverse assets will add tons of new assets.

So RE has a lot more competition.
Sep 11, 2021 • 6 tweets • 2 min read
🤔Why is the value of information so high in crypto?

It’s simple:
inefficient market + low tx costs Compare crypto with two other markets:
🏡 real estate
📈 stocks
Aug 26, 2021 • 17 tweets • 5 min read
🧐Time for a random exploratory wallet investigation.

Stream of consciousness - no idea where it takes us.

Background - was looking at top Coinbase Commerce merchants and came across this highly active merchant at the top: That volume suggests it's not an individual, so I'm happy to explore it in public.

Hour-of-day activity indicates Asia-based:
May 15, 2021 • 5 tweets • 1 min read
DeFi Summer Vol. 2 will be interesting, because you probably won’t make money on absolutely everything you ape into. Also will be multi-chain, so it’ll be much harder to keep track of everything.
Feb 12, 2021 • 5 tweets • 1 min read
There’s simply no coin like YFI. It’s the coin of coinnoisseurs.
Oct 18, 2019 • 19 tweets • 4 min read
Been working on a bankless Hong Kong Dollar, built on Ethereum: HKDai.

It's the first time I build a dapp end-to-end, so here's a thread with some thoughts + current status. What is HKDai?

HKDai is a cryptocurrency which - similarly to the Hong Kong Dollar (HKD) - is soft-pegged to the US Dollar (USD) at a rate of 7.8 HKDai to 1 USD.
Jul 1, 2019 • 7 tweets • 3 min read
You can margin-trade DAI/USDC when the peg strays from $1, in case you're not aware!

Example using @compoundfinance :
1. You have $1,000 $USDC on Coinbase
2. Buy $DAI @ $0.99 (incl. fees) => You now have $1,010.10 DAI
3. Lock your DAI into @compoundfinance

(thread) 4. Receive $68.69 in yearly *supply* interests (current rate)
5. Borrow 50% of your supplied DAI in USDC, i.e. $505.05
6. Pay $63.79 in yearly *borrow* interests (again current rate)