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Mehdi Farooq Profile picture
Mehdi Farooq
@MehdiFarooq2
Senior Tokenomics Analyst @animocabrands Help project achieve Token Market Fit Host of Open Metaverse Podcast
Jerome Ku Profile picture 1 subscribed
Jun 11, 2022 • 20 tweets • 21 min read
0/ GM, a personal update:

Yesterday was my last day at @tokenmetricsinc as Director of Research

I am back on the job market. Interested in web3 venture/investment and/or Media

About to hard sell myself 👇 please bear with me. 1/ If you don't care about the education credentials, please skip to the 4th tweet.

Academics:

@UniofNottingham (IVY league = in the UK)

-BSc Economics (First Class/ 4.0 GPA)

-MSc Finance and Investment (Distinction/ 4.0 GPA/ Full scholarship)

-CFA
May 1, 2022 • 11 tweets • 4 min read
Why I am bullish on @Platypusdefi

🧵👇 1) The UI and UX of Platypus are far superior to its nearest competition – Curve.
Feb 21, 2022 • 31 tweets • 26 min read
Resources I use to become a better crypto investor. Thread 👇

Tip
Read daily and with intensity. Even when tired - push – just like muscles respond to progressive overload, so does your frontal lobe. Good advice by my former boss @bilalhafeez123

Anything I missed? 🧐 I use @MessariCrypto pro to read DD reports on projects.

Their profile overviews are great (and free too)

Some of the analysts I follow/ed

Current
@masonnystrom NFTs and Gaming
@WilsonWithiam L1's
@eshita DAOs

Former
@RyanWatkins_ DeFi
@asiahodl Valuation
Jan 11, 2022 • 7 tweets • 3 min read
Covering $AVAX next for my deep-dive, Winner of the poll as well.

Small teaser 👇 Valuation is on the cheaper side.
Jan 5, 2022 • 25 tweets • 9 min read
My 22 predictions for crypto in 2022.

🧵👇 Disclaimer - This is not financial advice.

These are some of the trends I am seeing as an analyst in public markets and degen in private markets (weekend hobby is to ape in private deals brought by syndicates and DAOs).
Dec 7, 2021 • 9 tweets • 4 min read
My gaming thesis for the long run 🧵 The financialization of gaming via NFTs and crypto will become a prerequisite.

Gamers have already started asking why they weren't always owning their in-game assets?

Financialization of gaming assets and enjoyment will be so crucial that >80% of games will have this.
Aug 3, 2021 • 25 tweets • 13 min read
A 🧵on $DOT Investment Thesis and Valuation 👇

You can watch my detailed primer on @Polkadot

A detailed walkthrough of my investment thesis, valuation, and price prediction
Investment Thesis

💪Can be thought of as an ETH 2.0 Hedge ( delays in ETH 2.0 Road map) and a Put Option (captures user base and developers from the ETH community)
💪Highly Scalable – Can process up to 1 million transactions vs 15 currently for ETH and 10K for ETH 2.0

cont...