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Investments & Portfolio Growth @DeFianceCapital | @theblockcrunch Thoughts my own. NFA.
Dec 18, 2023 14 tweets 4 min read
.@Coinbase released their 83 PAGE 2024 Crypto Market Outlook report

I summarized it for you into 4 KEY TAKEAWAYS

Spend just 5 MINS reading it to prepare for 2024 🚀

1/13 Image Before you continue, remember to bookmark this thread so you can refer to it again!

2023 IN A NUTSHELL

2/13 Image
Aug 28, 2023 17 tweets 5 min read
AI is undeniably a pivotal industry for the future

But where does Web 3 fit in AI's landscape, or is it all a gimmick?

I dived into 8 projects with LIVE tokens to answer that question

Read this, or risk being unprepared when Web 3 reshapes the AI frontier

1/15 Image I spent the last 2 months researching & consulted 9 projects to present:

• An objective deep-dive
• Performance analysis

Into two pivotal Web 3 x AI domains: decentralized GPU networks & data networks.

To skip directly to the full piece:

2/15bit.ly/3PcLSmX
Aug 17, 2023 18 tweets 6 min read
Japan, once a Web 3 giant, is ready to reclaim its title as the Crypto Capital of Asia

A thread on the tailwinds converging to propel Japan back to the forefront of the crypto world

Read if you don't want to miss out on the potential leader of the next bull market!

1/17 Image In this thread, I cover:

- Brief history of Japan's crypto scene
- Japan's govt stance on crypto
- Crypto's PMF with Japanese citizens
- Japanese corporation's interest in crypto

Check out the full piece w/ more details here:

It's free!

2/17bit.ly/3qyuX4G
Jun 1, 2023 12 tweets 4 min read
Looking for a job in Web 3?

A mega compilation of Web 3 job resources & postings

Retweet to help those in need

1/11 Image P.S I'm also looking to get hired for Venture/Ecosystem roles, please check out more info at the end of the thread

Let's get right into it!

1. WEB 3 JOB BOARDS

• @CryptoJobsList
• @jobsincrypto
• @GetCryptoJobs
• @Web3Career
• @remoteWeb3Jobs

2/11
May 29, 2023 25 tweets 9 min read
Will China overtake US to become the next Web 3 powerhouse & kickstart the next bull run?

10 KEY TAKEWAYS from China's latest 100-page report on Internet 3.0

1/23 Image Before we begin, most news article claim that China's whitepaper talks about Web 3

In reality, Web 3 is only a SMALL portion of China's vision of the FUTURE

While the rest of the world is playing checkers, China is playing chess

2/23 Image
May 18, 2023 27 tweets 16 min read
The NFT space is on the precipice of a MASSIVE breakthrough

Introducing @limitbreak's ERC721-C standard & 🌟programmable royalties 🌟

1/25 Image I saw a few threads on ERC721-C, but they didn't go into detail why ERC721 couldn't enforce royalties & how ERC721-C works

I did it in a simple-to-understand manner in this thread for you

I also included 5 cool use cases for ERC721-C

Be sure to read it all; it's worth it

2/25
May 11, 2023 23 tweets 20 min read
Did you know that 1 NFT project has onboarded more users than OpenSea & ETH NFT projects COMBINED

@Reddit's playbook on how to onboard 8.7M users into Web 3🧵

1/20 Image Reddit Collectible Avatars are actually NFTs on @0xPolygon

However, Reddit does not advertise them as NFTs but rather as 'limited-edition collectibles' that 'users own'

You can see in the documents that Reddit deliberately avoided the term NFTs

2/20 Image
May 10, 2023 12 tweets 8 min read
One project in crypto:

- performance grew 1800% YoY
- owns 99% of the market share vs competitors
- is crucial to crypto's decentralization
- has a token value accrual mechanism similar to ETH

& that project is... @Filecoin

Few highlights from @theBlockcrunch's 30-page report Image First of all,

Thank you @protocollabs for commissioning this report!

Has been an eye-opener learning about the importance of Filecoin and its superb performance in 2022

You may read the full piece for FREE over here

bit.ly/41gLdUm
Mar 30, 2023 24 tweets 25 min read
I spent hours digging and found 100s of REAL-WORLD BUSINESSES building on top of @0xPolygon

A thread on why Polygon is the top choice for businesses, why that is important, and why I'm so excited for Polygon's future 🚀 @0xPolygonLabs has been bringing real value to the crypto space by facilitating real-world use cases

Other than Ethereum, I dare say Polygon is the top chain at this

This isn't your ordinary "moon" hype – it's about tangible impact on the global economy

(1/19)
Mar 11, 2023 20 tweets 20 min read
Investors are rushing out of $USDC due to the SVB situation

There is already a NET BURN of $2.13 BILLION USDC over the past 48 hours 😥

Compilation what investors are doing, useful on-chain data + CEX & DEX to consider in case you want to buy or sell USDC🧵

(1/15) Image While:

• $2.13 net burn = only ~5% of total USDC supply
• Supply is still > FTX saga low

BUT

• It's only < 48 hrs since the SVB situation & redemptions has stopped since banks are closed on the weekends

Will monitor what happens on Monday when it resumes

(2/15) @stablecamel
Mar 6, 2023 9 tweets 12 min read
Worldwide crypto adoption is NECESSARY & INEVITABLE

Countries, big tech, finance and other real-world x blockchain adoption news that you NEED to know

Get up to speed in < 5 mins 🤝🏻

(1/7) Image 💲 CeFi

Seeing more Web2 platforms launch their non-custodial wallets to onboard their users into Web3.

Only bad news is the Silvergate one; will have to monitor how it plays out

🏦 Others

Super cool to see Lotte, a conglomerate dive into NFTs. Bullish @0xPolygon!

(2/7) Image
Feb 28, 2023 9 tweets 5 min read
.@NorthRockLP is known for his early calls

Last week, he called the @Stacks narrative - now it's up > 100% & every other trader is finally talking about it

How is Hal always early to narratives?

5 KEY takeaways from a recent @theBlockcrunch ep to improve your trading game 👇🏻 Image DISCLAIMER: These are my takeaways and may not fully represent what Hal is trying to say!

Best to watch the full episode yourself here:
Spotify bit.ly/3wlp1vk
Apple apple.co/401VLHA
YouTube bit.ly/3wkhc8W
Feb 27, 2023 8 tweets 12 min read
Crypto world-adoption is NECESSARY and INEVITABLE

Important real world x blockchain news you must know this week in 6 tweets:

I gotchu 🤝🏻

(1/6) Image 👾 More companies are launching their own NFTs and considering token-gating features

Interesting event held by @tacobell in @decentraland too 😂

Bullish NFTs & Metaverse 🚀

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Feb 20, 2023 24 tweets 21 min read
"Chinese coin" narrative is in FULL FORCE

All you need to know about these 8 coins before aping:

• TLDR on the project
• Current/potential narrative
• Token stats & where to buy

早上好中国,我们上车!一起上月亮 🌕! DO YOU WANT SOME CHINESE BINGCHILLING DISCLAIMER:

• I may or may not hold some of these tokens by the time you're reading this

• I'm just presenting my research found on the web

• Projects, CEX & DEX mentioned are not endorsements

• Not financial advice. Do your own DD
Feb 19, 2023 9 tweets 10 min read
Countries like HongKong, Japan & Europe advanced further into Web 3

Who said crypto is a scam?

More real-world x blockchain news you might have missed this week 👇🏻

(1/7) 👾 Companies that are launching their own NFTs, Web 3 games, or entering the metaverse

Another week of Ws for @0xPolygon & @TheSandboxGame

(2/7)
Dec 7, 2022 5 tweets 3 min read
This week @OrthoTrading defaulted on their $36M loan on @maplefinance, a CeDeFi platform for undercollateralized loans

Is this another blow to the already dying DeFi space?

No, I don't think so, and here's some clarification on the situation🧵 DeFi participants are indeed going to take yet another hit due to @FTX_Official's implosion

But like FTX's case, it is not a failure of crypto nor DeFi

It is actually another deceitful act by a centralized financial institution i.e. Orthogonal Trading

Oct 23, 2022 8 tweets 5 min read
See an NFT you love but don't have enough funds to buy it?
Use @voyage_finance!

Voyage allows you to buy an NFT with 3x leverage and split your NFT purchases into 3 equal payments

Short thread on why I'm excited

In web 2, buy-now-pay-later (BNPL) has taken off over the past 4 years.

According to a @Reuters article, BNPL purchases:

• 4x-ed from 2019 to 2021, $33b -> $121b annual volume
@DeutscheBank estimates it could reach $482b by 2025 and account for 5.6% of e-commerce spend
Oct 14, 2022 12 tweets 13 min read
Holy Grail For Web 3 Data

Sites you MUST USE when doing crypto-research. Save this. GENERAL

@nansen_ai - nansen.ai
@DuneAnalytics - dune.com/browse/dashboa…
@flipsidecrypto - flipsidecrypto.xyz
@Footprint_Data - footprint.network
@TheBlock__ - theblock.co/data/
Oct 7, 2022 12 tweets 5 min read
@Treasure_DAO is a perfect example of why execution matters more than 1st mover advantage

🧵 on how a derivative project became arguably the best gaming ecosystem in crypto First, a little backstory on the project that inspired @Treasure_DAO

Though not the 1st of its kind, @lootproject was the 1st bottom-up gaming ecosystem that gained significant traction

At its peak, their free mint NFT resold for an avg. of $84k, with one even fetching $1.4m
Apr 17, 2022 20 tweets 7 min read
This week I met with 8 chads and got inspired to write on:

Vision Investing vs Problem Investing

Read on to find out the differences between these 2 frameworks & possibly improve your investment game VISION INVESTING starts with having a vision of the future & working backwards

Eg In 2018 when even Blockchain & Fungible tokens were iffy, if you saw a future where Non-Fungible Tokens (NFTs) took off, you'd invest in marketplaces like Opensea which acts as a supporting bridge
Apr 8, 2022 19 tweets 6 min read
This week I got to learn from Calvin @calchuIus, founder of @Impossiblefi and ex-@binance

Our 6 hour long conversation 🤯 is an alpha goldmine and I wish
I have recorded it.

Here's 2 important takeaways that you should read, especially if you're trying to break into Web 3. 1. Short-Term (ST) vs Long-Term (LT) Greedy

ST Greedy: Guaranteed ST gains with Non-Guaranteed LT Loss
LT Greedy: Loss / Sacrificing ST gains for Non-Guaranteed LT Gains

It is easy to see why most are tempted to be ST greedy.