Research Lead @qualitaxdotio
Prev: @EntEthAlliance (Research Lead), @KAVA_CHAIN (Social Media & Content)
Daily notes are public: https://t.co/U6Hfv3cP1f
Feb 26, 2022 • 13 tweets • 7 min read
☀️Daily gm...weekly gm. GW! (1/n)
Said I was putting this down, but I had a moment yesterday. Newsbagooor
Starting off with the weekend update from my friend and TA expert Amol 👇
☀️ Daily gm (1/n) I'm no war expert. I'm against violence.
This isn't a war thread. For those privileged enough to read tweets rn (like me), here's some CT intel I've collected this week.
Think I'm going to pause the Daily gm away for a while after this & tweet sporadically.
(2/n) @Delphi_Digital TLDR →
• @Uniswap = ~80% total vol on Eth spot DEXs
• Narratives for 2022: Decentralized stables ($UST, $FRAX, $DAI), Curve Wars + Convex
• #ETHDenver was a call for incentive alignment; ~$1B startup equity in DAO tooling among <200 established DAOs
Feb 20, 2022 • 25 tweets • 13 min read
☀️ Daily gm cubed (1/n)
Kicking it off with an alpha 🧵
"Gigabrains buy value when it's on sale"
- Whales and small fish are buying $BTC
- BTC is currently highly correlated with stonks
- The Fed is rising rates to catch up with inflation = markets under pressure
Now that this #ValentinesDay nonsense is behind us, we can get back to what truly matters.
Tweeting about things that are well beyond our comprehension.
- NFT sales on Ethereum down ~35% WoW
- Markets shaky as US closes Kyiv embassy
- Crypto wins #superbowl
(2/n) What's happening in Canada should absolutely have your attention.
"Cryptocurrencies appear to be near a hyper-adoption phase, similar to that of the internet during the mid-to-late 1990s." - @WellsFargo chart via @Blockworks_ (1/n)
Stonks via @bgilliam1982's newsletter:
- Inflation is likely transitory as we move beyond what happened in 2020, but investors remain cautious.
