Research on Macro and Crypto Fundamentals 🔬 On the lookout for Alpha
Mar 14, 2023 • 37 tweets • 8 min read
Crypto Fundamental Research (Treasure)
A mega thread on all you need to know about @Treasure_DAO, the decentralized NFT ecosystem on Arbitrum. @Treasure_DAO@arbitrum 1/ What this thread will cover:
•Introduction to Treasure
•The Vision of Treasure
•The Treasure Community
•The MAGIC Token
•MAGIC Tokenomics
•The Treasure Game Builders Program
•Infrastructure built by Treasure
•Games powered by Treasure
•Final Thoughts
Nov 4, 2022 • 24 tweets • 7 min read
Crypto Fundamental Research: TFM 📊
A thread on all you need to know about @tfm_com, the Pro-Trading Dashboard + DEX Aggregator. @tfm_com 1/ Some of the topics this thread will be covering
- Introduction to TFM and DEX Aggregators
- Benefits of using the TFM DEX Aggregator
- Other Advanced Features
- How to use TFM: it’s as easy as 1,2,3
Sep 16, 2022 • 31 tweets • 6 min read
Crypto Fundamental Research: Akash Network
A thread on all you need to know about @akashnet_ and the Akash token. @akashnet_ 1/ Some of the topics this thread will be covering:
- Introduction to Akash Network
- Akash Network’s Technology
- Team
- Tokenomics
- The Market for Cloud Computing
- Competitive Landscape
- Views Going Forward
Sep 6, 2022 • 22 tweets • 7 min read
Crypto Fundamental Research: Stargaze
A thread on all you need to know about @StargazeZone and the Stars token. ✨🔭#STARS@StargazeZone 1/ Some of the topics this thread will be covering
A thread on all you need to know about @EvmosOrg and the Evmos token. @EvmosOrg 1/ Some of the topics this thread will be covering
- Introduction to Evmos
- Team
- Tokenomics
- Ecosystem
- Competitive Landscape
- Views Going Forward
Aug 12, 2022 • 26 tweets • 7 min read
Crypto Fundamental Research: Juno
A thread on all you need to know about @JunoNetwork and the Juno Token. @JunoNetwork 1/ Some of the topics this thread will be covering:
- Introduction to Juno and its Technology
- Team and Community
- Tokenomics
- Ecosystem
- Competitive Landscape
- Views Going Forward
Aug 11, 2022 • 7 tweets • 2 min read
1/ Macro Thoughts 🌎
The lower than expected US CPI print for June has caused risk assets, including crypto, to rally significantly over the past 24 hours 📈
But the overall macro situation hasn’t changed, and I think that weakness in markets will continue for the rest of 2022
2/ Markets seem to be of the view that a sharp and short lived tightening cycle by the Fed will be enough to bring US inflation back to around the Fed’s 2% target. Investors also appear to be pricing in a soft landing for the economy.