Amr Ali Profile picture
"On Crypto and Human Understanding" Stealing @John_tv_locke ’s bio :D The MD who fell in love with Crypto
May 26, 2022 25 tweets 7 min read
#Week_3: #P2E, Day 2: Level 2: Game Monetization, The Promise of Play-And-Earn by @0xRyze

A glance into Game Monetization & how to keep games running

@AxieInfinity has been making headlines in the news for variety of reasons: its token’s price action, how it creates work- Image 2- For people globally and its incredible profit surge, surpassing the revenue of big projects (84.9 million USD in funds for its treasury! as of jul 2021)

Games as Products, server costs, the cost of hiring engineers and developers to build them, etc.
May 24, 2022 13 tweets 4 min read
#Week_3: #P2E, Day 1: Crypto Gaming, a thought piece
by @QuirkyQwerty_

"How to think about crypto games"

One of the greatest takeaways for crypto natives from the bull market of 2021 is that the next million crypto users will be onboarded through “consumerism”, not DeFi, 2- Meaning the stuff which are consumed, used regularly, that the average person in the street can understand it; unlike finance.

So there will be a generational opportunity to participate in this paradigm shift, for those who pay close attention.

Here are some thoughts
May 23, 2022 25 tweets 6 min read
#Week_2: #DeFi Day 5: Decentralized Finance: On Blockchain- and Smart Contract-Based Financial Markets by @chainomics part 2

*Smart Contract-Based Reserve Aggregation.
Here: The smart contract will compare prices from all liquidity providers, accept the best offer - 2- on behalf of the user, and execute the trade. It acts as a gateway between users and liquidity providers, ensuring best execution and atomic settlement.

*Peer-to-Peer Protocols: It is an alternative to exchanges or liquidity pools, also called over-the-counter (OTC) protocol
May 22, 2022 27 tweets 7 min read
#Week_2: #DeFi Day 4: Decentralized Finance: On Blockchain- and Smart Contract-Based Financial Markets by @chainomics, will break it into 2 parts

A very good read coming from an academic professor!

This article highlights opportunities and potential risks of the DeFi ecosystem. 2- DeFi uses smart contracts on top of blockchains to create open protocols that replicate existing financial services in a permissionless, interoperable, and transparent way,
Agreements are enforced by code (no middleman) transactions are executed in a secure and verifiable way.
May 20, 2022 16 tweets 5 min read
#Week_2: #DeFi, Day 3: A Beginner’s Guide to (DeFi) by @sid_coelho

Actually it has a lot in common with yesterday's article, so i will try to focus on the new angels.

Crypto promises to make money and payments universally accessible, no matter where they are in the world. 2-DeFi takes that promise a step further. Imagine a global, open alternative to every financial service you use today -savings, loans, trading, insurance and more- accessible to anyone in the world with a smartphone and internet connection.
This is now possible by smart contracts
May 17, 2022 15 tweets 4 min read
#Week_2: #DeFi, Day 1: Decentralized Finance - the High Level Basics - by DeFi Education

In a sentence, banks can be replaced by software code

Long-term the majority of transactions will be done with smart contracts. Similar to how e-mail displaced the majority of snail mail, 2- Smart contracts will replace middlemen.

Before Defi, Bitcoin and other major crypto currencies like Ethereum were *unproductive assets* in your portfolio,

With smart contracts, you can now take loans against it *or* loan it out, and some other Utilities.
May 16, 2022 19 tweets 6 min read
#Week_1: #Tokenomics Day 5: On the meme of market caps & unlocks by @cobie

terms repeated in the previous summaries: Mcap: price multiplied by the amount of tokens that are currently in circulation.

FDV: price multiplied by the total amount of tokens that will ever exist 2- Smth interesting here, we can consider Market Cap as a measure of public $ buying= demand, while FDV is a measure of supply.

As demand increases for unlocked coins= market cap UP, FDV increases proportionally, even though demand for the locked ones didn't necessarily increase
May 10, 2022 27 tweets 7 min read
#Week_1: #Tokenomics Day 4: An introduction to token economics by @likebeckett
Tokenomics, a combination of the words token and economics, refers to the economic properties that a token possesses. It includes qualities such as supply, issuance schedule, burn functions, and more 2- As bitcoin, its value proposition is highly correlated to its tokenomics, supply capped at 21M with a predictable supply schedule that decreases over time reducing inflation, Its monetary policy is solid and remained unchanged since the start, result in attractive tokenomics
May 8, 2022 14 tweets 5 min read
#Week_1: #Tokenomics, Day 3: Tokenomics 103: Utility by @nateliason

"Even if a token has a great supply model, it still needs
a good reason to exist and for people to hold it."

Utility is a subsection of the demand side of the tokenomics equation.
So let’s dig into utility: 2- We’re going to cover:
1-Spending vs Holding
2-Cash flows
3-Governance
4-Collateral

Spending vs Holding:
The first question we have to ask when looking at a token is: are you supposed to hold this token as an investment? or spend it?

For example, let’s look at @chainlink.
May 6, 2022 21 tweets 6 min read
#Week_1: #Tokenomics, Day 2: Tokenomics 102: Digging Deeper on Supply -by @nateliason

Understanding a token’s supply, and how that supply is going to change over time, is one of the biggest factors in your ability to get a good return on investing in a project, 🧵 2- Unless you know where and how to look, it’s easy to get the wrong impression about the supply of a project.

Even metrics like Market Cap can be misleading or manipulated in unexpected ways.

The important aspect of supply isn’t necessarily the total number of tokens, -
May 6, 2022 17 tweets 5 min read
#Week_1: #Tokenomics, Day 1: Tokenomics 101: The Basics of Evaluating Cryptocurrencies by @nateliason

Tokenomics is a term that describes everything about the mechanics of how the asset works,
Projects with well-designed tokenomics are much more likely to succeed, diving deep🧵 2- As any economy: It All Comes Down to Supply and Demand.
starting with the supply side as easier to understand,

Supply consists of Emissions, Inflation, and Distribution, neutralize and overlook the demand or utility here, just focus on the supply side