Don't mid-curve this.

Coinbase ($COIN) is the next TRILLION dollar company, and it's staring you right in the face.

Here's 4 BIG reasons why: 🧵

[1/26] $AAPL, $GOOG, $MSFT, $AMZN, $NVDA, and $TSLA

These companies are (or have been) >$1T MC

Why? They have multiple businesses that have helped them scale.

Here are Coinbase's big 4:

1. Coinbase Consumer
2. Coinbase Institutional
3. Coinbase Services
4. Coinbase Onchain

[2/26]

The Trillion-dollar market DeFi is disrupting that no one is talking about:

Tokenized Corporate Bonds (On-Chain).

The current (notional) value of the bond market is $128 TRILLION

And DeFi is going to AT LEAST 2x it. Here’s 7 reasons why:

[1/16] 1. Faster

The current process for issuing a corporate bond:

1. Planning & Structuring
2. Underwriting
3. Registration
4. Marketing
5. Pricing
6. Closing
7. Secondary Trading

[2/16]

The most bullish use case for crypto has been right under our nose the whole time.

It’s what will make Ethereum a multi-trillion dollar asset:

Stablecoins for remittances are inevitable & will make DeFi the global backend payments network.

Here’s 6 reasons why: 🧵

[1/15] 1. Stablecoin settlement is inevitable

Why?

3 Main tenants -

1. Cheaper: On L2s you can send >$1B for $.01
2. Faster: Instant settlement and finality
3. Safer: Decentralized/no single counter-party

Any technology that is cheaper, faster and safer wins over time.

[2/15]

I’ve listened to every one of @SBF_FTX's public interviews multiple times this week.

Some thoughts on Sam’s PR tour, reflecting on the month of November, the most improbable crypto collapse, and where the hell we go from here 🧵 👇

[1/30] @SBF_FTX This has easily been the craziest month of my life both professionally and personally

If you’re new, here’s some context:

tl;dr I had a funny feeling about the SBF ecosystem around Sep/Oct so we did a little threading.

Turns out we were pretty close to spot on.

[2/30]

https://twitter.com/1270993847036805121/status/1577699083808083969

FTX is dead.

The deal with Binance is dead.

Billions of dollars - dead.

Some thoughts on the FTX debacle and where things are going from here...

But first, why should you listen to me? 🧵👇

[1/34] Well, I predicted the FTX collapse - over a month ago

Shot my shot and it went in 🤷

I guess this is how @stephencurry30 feels - except right now since he's an FTX investor too lol (too soon?)

[2/34]

https://twitter.com/Ishanb22/status/1577699083808083969

Im taking all of my capital out of @FTX_Official and going short $FTT 📉

FTX has been swinging and missing all year long on so many activations

AND

Something shady is going on at FTX.

Here's 12 reasons why I'm completely out on the FTX mafia and @SBF_FTX: 🧵👇

[1/20] 1. Volume is down

Let’s get the easy one out of the way. Yes we’re in a bear, but Volume is still down ~ 75% down from its peak.

They’re doing 3-4B in volume some days. Those are Dec 2020 levels

Less volume = Less fees = Less revenue.

But that's just the start..

[2/20]

There’s only one thing that matters in the new Cosmos 2.0 Whitepaper -

The flywheel (CT's favorite word) being created around $ATOM

A quick breakdown and some hot takes: 🧵👇

[1/15] If we’re being honest, the goal was to:

1. Fix $ATOM tokenomics
2. Figure out a way to stop token inflation (was between 7-20%/yr)
3. Find more use cases for $ATOM

Solution: $ATOM - The Interchain Reserve Currency

[2/15]

ERC TOKEN STANDARDS DEEP DIVE

Im a futurist and optimist at heart. I love looking at interesting blockchain use cases coming down the road

One of the best ways to get a peak ahead is to look at new ERC token standards

Here are some must-know ERC standards:

[1/23] But first, what is an ERC token standard?

ERCs are Ethereum Request for Comments - defined set of rules to help devs implement tokens faster and more efficiently

[2/23]

The Next Generation of Stablecoins: Solving The Free Float Dilemma

Any “stablecoin” pegged to $1 is NOT stable

Your stablecoins (like $USDC and $USDT) are INFLATING in price AND supply, anon.

But the next generation of stablecoins can solve for this: 🧵👇

[1/25] Stablecoins pegged to a fiat currency (like USD) are only as stable as the asset its pegged to, which at the moment… is not very stable

A great house built on shitty foundation is still unstable

The next generation of stablecoins are helping solve this issue...

[2/25]

FRAMEWORKS FOR TOKENOMICS

Tokens + Economics = Tokenomics

Good luck understanding ANYTHING in Web3 without having a grasp on Tokenomics

Here are some of my favorite frameworks for better understanding tokenomics: 🧵

[1/15] 1. Good ol’ Supply and Demand

Who would’ve thought it could be that simple?

Good Tokenomics MUST balance the supply and the demand of the asset

[2/15]

The bull case for $FRAX @fraxfinance as “The Central Bank of the Internet”

DeFi is building the monetary infrastructure layer of the internet and Frax is going to be the Central Bank

Here’s why 🧵:

[1/23] What is FRAX?

Fractional Algorithmic Stablecoin

FRAX is a stablecoin that uses collateral and algorithmic mechanisms to maintain $1 peg

But we’re not here to breakdown FRAX, thats baby food you can get from the Docs/Google

[2/23]