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Bradley (🦧🔊) Profile picture
Bradley (🦧🔊)
@HeavyZen_
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 👇
(2/n) Zamn, CB! What about that "decreasing volume" narrative? 🤔
Feb 24, 2022 • 18 tweets • 8 min read
☀️ 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"
(2/n) 🧠 📉 Some timely crypto & stonk TA from Amol
Feb 16, 2022 • 13 tweets • 6 min read
☀️ It's still someone's Daily gm (1/n)

Starting with potentially good macro news, tensions at the Russia-Ukraine border appear to be de-escalating
- 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
Feb 15, 2022 • 13 tweets • 8 min read
☀️Daily gm (1/n)

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.

People are saying it's bullish for #crypto

But it's also unsettling, and likely just the beginning.
To what extent will leaders demonize dissent?
Feb 14, 2022 • 12 tweets • 8 min read
☀️Daily Gm

"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) Source: Blockworks Stonks via @bgilliam1982's newsletter:

- Inflation is likely transitory as we move beyond what happened in 2020, but investors remain cautious.

Consumer confidence is still low. (2/n)
Feb 11, 2022 • 17 tweets • 11 min read
☀️Daily Gm

Crypto sentiment flipped to neutral while the total market cap flirts with $1T.

On the other side of the pond, a disappointing CPI print applied pressure on the markets. (1/n)

Fed’s Bullard goes turbo-hawk: "I’d like to see 100 basis points in the bag by July 1.” (2/n)

bloomberg.com/news/articles/…