GameFi is set to be the next MASSIVE narrative in crypto

To crush it, you need to understand:
• Why Web3 + Games makes sense
• The current problems
• Game Tokenomics

Here's your guide to Web3 Games 🧵 This thread covers:

• The problem with traditional games & where crypto comes in
• The benefits and challenges w games & game designs
• Some Game Tokenomics & what to look out for
• Future outlook & a GameFi space that will be HOT

Let's dive in

Regulation is coming to Crypto in full force.

Keeping up with regulation is keeping with the future of crypto.

Here are 12 reads on everything you need about Crypto Regulation 🧵 Resources that cover:

• Current state of regulation across the globe
• Crypto is a commodity vs security debate
• The SEC evaluation framework (Howey Test)
• Gensler’s actions so far
• Positive regulatory recommendations
• Recent regulatory news and why it's worrying

I took a break from threading to spend more time reading.

Time to level up 💪

Here are 13 good reads covering DeFi, Games, the market & more 🧵 1. Probabilistic Thinking by @cobie

Great read on thinking & making decisions that are in your favor

cobie.substack.com/p/probabilisti…

we need a web3 search engine I just wanna find what I'm looking for quickly 😩😩

GameFi is set to become the next Hot Space in Crypto

CMC released a GameFi report containing:

• The state of the industry
• Top tokens, games & chains to watch

I’ve read it all so that you don’t have to.

Read this to understand everything about the next hot space in Crypto In this thread we’re diving into:

• Current state of GameFi
• Top Takeaways from this year
• What the VCs are doing
• Upcoming game & tokens to watch
• Thoughts & Comments along the way

Let's dive in

VCs have been sitting on Billions, investing in the next generation of web3

Keeping up with their investments can help you spot the next Hot Space

Here are projects that the top investors are betting

(Including a database of recent raises & investments) 🧵 I’ve looked at the recent investments by crypto VCs

Keep reading to understand:

• What these projects do
• The problems they seek to solve
• And thoughts on them

Here’s a database with investments made this month (not exhaustive, will add more):

covduk.notion.site/August-VC-inve…

Most Crypto Projects do marketing wrong.

I've helped projects grow & build communities fast.

Here's a reliable & repeatable guide to growing your crypto project

(Useful for personal brands & anyone who wants to learn web3 marketing as well) Crypto projects are fighting for attention.

100s of projects launch everyday.

Gaining eyeballs, a following & a community decide the fate of a project. But most projects do this wrong.

Instead, try the free value approach (coined by yours truly 😤)

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We’ve seen lots of exploits & hacks recently

It’s time to get a hardware wallet.

Here’s everything you need to know to get it set up

(Small thread) Broadly, there are 2 types of wallets:

1. Hot Wallet - Metamask
2. Cold Wallet - Trezor & Ledger

Hot wallets like Metamask are connected to the internet

They’re easy to use - You can access them from your phone or laptop.

But, there’s a big problem.

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On chain data can give you a big edge in Crypto

But you need to know how to use it properly

Here is how to use on chain data to evaluate the market 🧵 In this thread, we’ll cover some introductory on chain signals that will help you evaluate how the market is doing.

We're covering

• Active Addresses
• Number of Transactions
• UTXO
• LTH & STH

Let’s dive in

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Tokenomics is one of the most important aspects of Crypto

If you don't understand tokenomics, you're not gonna make it.

Here’s everything you need to know about Tokenomics🧵 This may be better to listen to.

Here's the video:



Thread below

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Tracking the right wallets can make you rich.

Etherscan is a great way to do this for FREE.

Here's how you find & track wallets in 5 minutes 🧵 I have a step by step video demo on my youtube.

Here it is:

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Crypto is made up of startups & VCs

Understanding them will give you an edge.

Here are 8 lessons from the Startup World 🧵 This may be better to listen to. Here's the video on my youtube channel:



Like & Subscribe!

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Messari published it’s Crypto theses for 2022 a while ago.

It’s a 165 page report covering the key trends, predictions & the future of crypto.

I’ve read it all so that you don’t have to.

Here are the takeaways from the top 10 Crypto narratives for 2022. This may be better to listen to. Here’s the video on my youtube.



Like & Subscribe!

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Using on chain data in your investing research will give you a huge edge.

You can do so for FREE with Etherscan.

Learn how to use Etherscan effectively in 5 minutes 🧵 Etherscan is a block explorers that allows you to look at on chain data on eth.

It has a lot of valuable info for free & can be a great source of alpha.

Other chains have other block explorers that are similar to Etherscan.

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I’ve made a lot of mistakes. But, I learnt from them.

Read this thread to become a better crypto investor

Here are 11 good investing decisions that I made. 🧵 1. Making fewer, high convictions plays

I’m a pretty impatient guy. I often struggle with playing the long game & can be too trigger happy.

I’ve been forcing myself to be more patient. I’ve turned my focus to make fewer, well researched plays that I believe in instead.

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I’ve made a lot of investing mistakes.

Read this thread to avoid years of losses & pain in 2 minutes.

Here are 16 common investing mistakes & how to avoid them 🧵 1. The Sunk Cost Fallacy.

When you’re losing money, it’s hard to cut your losses.

I failed to cut losses in time because I thought “I’m down 50% already, how much lower can we go”

And every time I did this, I regretted it. 50% is better than 0.

Cut your losses.

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I analyzed the top 10 crypto wallets.

Here are 6 takeaways, trends & insights from the analysis 🧵 I analyzed the top 10 wallets on Debank

Check out the full analysis over here:

https://twitter.com/Cov_duk/status/1540542954686652416

Here are the common themes & trends that I observed 👇

I analyzed the top 10 crypto wallets to understand what they’re doing.

Here are the takeaways, insights, trends from the top 10 crypto wallets.

June Edition I analyzed the top 10 wallets on DeBank to gain insights.

This thread contains an overview & takeaway from every single one of the top 10 wallets.

If you want to look at the common trends & holdings across all of them, skip to the end (link to substack version below)

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Here are 17 truths about Crypto🧵 1. The Market doesn’t repeat itself, but it often rhymes

Old narratives die, new ones come up.

Stop chasing the old ones & start looking for the new ones.

I’ve studied 100s of mental models to become a better Crypto Investor.

Here are 7 of the most important mental models 🧵 Mental models are frameworks of thinking & explanations that can help us expand our thinking.

We think a certain way due to how & where we were raised, experiences, etc.

Our minds are full of biases that narrow our thinking.

Expanding our thinking can give us a Huge Edge 👇

Solend, the leading lending protocol on Solana wanted to take seize control of a whale's account.

This caused huge backlash.

Here's a quick breakdown of what happened.

(including imp info for Sol holders) 🧵 Solend is a lending & borrowing protocol on Solana.

It’s the largest Dapp on Solana with a TVL of $265M.

Now, it’s caught up in the latest crypto controversy.

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