We've been in a bear market for over 1 year

Surprisingly, I’m still bullish

Here's why 🧵 It’s easy to forget why we got into crypto in the first place.

There are so many ways that crypto could change the world.

Crypto is already making a huge impact.

Chainlink: the decentralized oracle

Chainlink’s decentralized oracle networks provide tamper-proof inputs, outputs, and computations.

Here’s your everything guide to #Chainlink and its token $LINK 🧵 Blockchains are meant to be extremely secure. Information is available to all users of the network.

But smart contracts can reintroduce counterparty risk.

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AI is changing the way we live

Machine Learning empowers AI systems to learn from data, identify patterns, and make informed decisions

Here’s how it can give you an edge in crypto 🧵 Machine learning (ML) can help us uncover hidden signals and improve our decision-making process.

In this thread, we'll explore how ML can be applied to find valuable insights in the crypto market.

Crypto Twitter has all the knowledge you'll ever need

But there's so much info out there, it's easy to get lost

Here are the best threads I've come across lately that will give you the alpha you need 🧵 1. @milesdeutscher on the possible zkSync airdrop

https://twitter.com/milesdeutscher/status/1641449193691844608

Crypto Regulation could be coming as soon as this year

As the crypto landscape evolves, regulation is growing in importance every day

Stay ahead of the curve by understanding the impact of regulation on crypto

Here’s everything you need to know about Crypto Regulation 🧵 In this thread:

• Why Regulation is important
• Is crypto a security or commodity?
• The SEC and digital assets
• Regulatory uncertainty

Normally an airdrop is a fleeting narrative.

But the Arbitrum Airdrop could play a major role in shaping the Ethereum ecosystem.

Here’s everything you need to know about the Arbitrum airdrop and its market impact 🧵 The Ethereum L2 landscape is witnessing fierce competition between Arbitrum and Optimism, as both solutions vie for dominance in the space.

The recent Arbitrum airdrop has had a significant impact on the market and the competitive positioning of both platforms.

Give yourself an investing edge with first principles thinking.

This powerful framework will 100x your ability to cut through the noise.

Elon Musk, Jeff Bezos, and Peter Thiel all follow first principles thinking.

Here’s everything you need to know 🧵 What is first principles thinking?

First principles thinking is a powerful framework for deconstructing problems and creating solutions.

Aristotle described a first principle as “the first basis from which a thing is known.”

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Data can give you the edge that you need in crypto.

The best place to find data is on-chain.

It's one of the best sources of alpha 🧵 On-chain data includes the information of every transaction that has occurred on a network.

On public blockchains like Ethereum and Bitcoin, everyone can view these transactions.

The crypto space has been moving at lightspeed for years.

Despite all the growth, one thing remains uncertain. What will regulation look like?

The U.S. finally released a comprehensive framework that touches on this.

Here’s everything that you need to know in 5 minutes 🧵 Last week the White House released a comprehensive framework for the “Responsible Development of Digital Assets."

The framework doesn’t lay down any new legislation, but it outlines the conclusions and recommendations of various federal agencies.

Crypto Twitter can be one of the best places to learn.

It's life-changing if you follow the right people.

Here are 10 of my favorite accounts and their best threads 🧵 1.@thedefiedge is someone I look up to a lot.

His investment frameworks are great, and he’s really knowledgeable about DeFi.

His threads are written very well, and he does a great job breaking down things in a way that anyone can understand.

The crypto market almost never makes sense.

But I couldn’t be more bullish long term.

There are so many ways that crypto could change the world.

Here are 10 of them 🧵 1. GameFi

There is a huge opportunity in web3 gaming.

The intersection makes perfect sense.

NFTs let players:

• Truly own in-game items like skins and weapons
• Resell items (they won't have to go to waste when players are done with a game)
• Get rewarded for playing

Working hard isn't always enough.

Everybody has the same 24 hours that you do every day.

It's important to make the most out of each minute.

Here are 4 things I do to maximize productivity: 1. Have a quiet place to work

No distractions.

I turn off my phone.

Put on headphones.

I lock myself away for a few hours a day.

Crypto is extremely lucrative, but it's easy to get lost.

Here are 6 tips to help you succeed: 1. Don’t tilt

Keep your head right. There’s so much going on all the time.

The crypto world moves at hyperspeed 24/7.

You’ll inevitably miss things.

Don’t get emotional, don’t get lost in charts, and don’t chase things you don’t understand.

Crypto whales can change the market.

Understanding how their trades impact the market can give you an investing edge.

Here’s how whale movements affect the market 🧵 There are several types of transactions that whales can make. The most important are:

• sending crypto to an exchange
• sending crypto to a wallet from an exchange
• wallet to wallet transactions

Each of these has different price signals.

99% of people suck at choosing NFTs.

They look past qualities that they shouldn’t.

It’s a shame because the right NFT can 10x overnight, while the wrong one can quickly go to 0.

Here are 10 NFT red flags that you should never ignore 🧵 1. Undoxxed Team

Be extremely skeptical about anonymous teams.

They don’t have the same level of accountability.

There’s a lot less pressure on the team. They haven’t put their image on the line.

Web3 could change the way we use the internet.

Wallet aware sites are one interesting application.

They allow you to personalize your experience.

Here's how: Think about your YouTube home page. It's tailored for you, based on your preferences and watch history.

YouTube knows what you've watched and what you enjoy watching.

Dune Analytics might be the best place to find real-time alpha for free.

It’s home to thousands of free dashboards that display crypto data.

When used correctly, this data can make you rich.

Here’s your guide to Dune Analytics 🧵 Dune Analytics makes it easy to view and understand on-chain data.

In this guide I’ll cover:
• Community dashboards
• Extracting data with queries
• Creating visualizations
• Creating your own dashboard

Where’s the crypto market headed?

Between the Eth merge and macroeconomic conditions, it’s hard to say.

I dove into Chainalysis’ 109 page State of Web3 Report to gain a better understanding.

I read it all so you don’t have to.

Here’s everything you need to know 🧵 The Chainalysis report covers a lot.

Some of the most interesting things it covers are:

• Institutional investment in Web3
• DeFi usage
• DAO statistics
• Web3 and privacy

Keep reading for my takeaways and insights ⬇️

Vitalik Buterin says that Ethereum's development is only 55% done after the merge.

At ETHCC, Buterin outlined the 5 main stages of Ethereum's roadmap.

Here's what they look like: 1. The Merge:

Ethereum moves to a Proof of Stake system.

The Merge will reduce Ethereum's energy consumption by ~99.95%.

This is going to be the first step towards an extremely scalable Ethereum.

99% of people who fail in crypto don’t know how to hunt for alpha.

Goode alpha can make the difference between going broke and life changing gains.

Here’s your guide to alpha hunting 🧵 Alpha hunting comes down to 3 things:

• Researching
• Understanding
• Networking

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Inflation reached a 40 year high of 9.1% last month.

What does this mean for crypto?

Here's what you need to know: A 9.1% inflation rate is crazy.

Inflation has been rising for months, and the Fed has been trying to get it under control.