JΓ©rΓ΄me πŸ‡«πŸ‡· Profile picture
Crypto network effects / data driven arbitrage ex TradFi HF PM
Oct 28, 2021 β€’ 17 tweets β€’ 3 min read
Why $SHIB (SHIBA INU) rose so fast and why it may stick around longer than you think ?

A thread : πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡ 1/n

The blockchain ecosystem is wide and complex, but a free market needs to make rooms for projects of different levels of complexity.

Some actors are sophisticated, and some others some aren't.
Jul 10, 2021 β€’ 28 tweets β€’ 10 min read
Why is @AxieInfinity so strong ? A thread to help people understand why this price rally is different, and where $AXS could go from here:

πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡ 1/ Axie infinity has huge userbase and its growing at an incredible pace.

From 108K users in early June, the game has reached 350'00 Daily active users. That's a DAILY compound growth rate of 4.0%

If this pace continues, we could see the new data for this week at 460K++ DAU. Image
Jun 4, 2021 β€’ 15 tweets β€’ 4 min read
While everyone is waiting for Insitutional Money to come and save #Bitcoin and the crypto market, I'm a little bit more skeptical

πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡ Thread Below or video format on YouTube : 1/n Institutional money and wall street money doesn't have the #crypto mindset. Remember that crypto was designed by the people, for the people. My anticipation is that the big money will come in, try to participate in this ecosystem, but will somewhat fail to innovate
May 16, 2021 β€’ 21 tweets β€’ 6 min read
Are #Cardano and #Ethereum, the Apple and Microsoft of Crypto ?

A thread on why Crypto assets should be seen like brands : How strong are $ADA and $ETH ?

πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡ 1/n I've spent the last two threads saying that the only thing that mattered in the crypto space right now is the ability for an ecosystem to have fast network growth.

The market is rewarding fast growing networks as opposed to tech or utility for now.
May 16, 2021 β€’ 13 tweets β€’ 8 min read
I made quick calculations comparing Crypto Reddit growth vs price variation.

Results below πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡ 1/n Reddit Followers Growth since 31/12/2020 :

#Ethereum grew from 510k to 921k
#Cardano grew from 94k to 433k

#Dogecoin grew from 172k to 1.8M
#Pancakeswap grew from 50 to 32k
#Tezos grew from 31k to 45k
#Litecoin grew from 218kt to 323k
May 15, 2021 β€’ 15 tweets β€’ 5 min read
Why is #Cardano so strong ? A thread to help Ethereum maximalists and others new joiners understand where the value is coming from

πŸ‘‡πŸ‘‡πŸ‘‡ 1/n What people fail to understand is that this market is not about utility just yet. What gives a token its value is very simple : the size of its network.

Less than 1% of all #Ethereum addresses have ever interacted with a Smart Contract. Mostly because of fees and 0 utility.