Both crypto and trad markets are bleeding out🩸🩸

Is this the beginning of the end or just another dip worth buying?

Let's take a look at some happenings and data to find out👇 First we have to consider the larger macro picture currently at play..
History shows that August & September tend to have some of the worst returns of any months of the year. This is especially true during pre-election years

It's Monday and time for a weekly dose of alpha..

Have come across some absolute CT gems the past 7 days and it brings me pure pleasure to share them with you..

Top 10 right here, right now👇 @DuneAnalytics wizz @defi_mochi with the inside info on the state of the LSD sector.

https://twitter.com/defi_mochi/status/1662836176993255424?s=20

Everyone is busy chasing whale wallets to catch the next 100x

But if you want to beat the whales at their own game you need to know the projects with catalysts in play and those coming down the pipeline..

Here are 5 that I'm watching closely👇 1) @Level__Finance

$LVL saw a pretty hefty nuke in price after the exploit but this may have been a blessing in disguise.

The premier decentralized perp exchange on BSC seems to have a lot on offer.

https://twitter.com/Level__Finance/status/1658494879025217537?s=20

Many alt coins are close to their previous bottoms.

With meme coins and BRC20 getting all the recent attention, solid projects and catalysts have been flying under the radar..

Here are 10 projects that I'm keeping a close eye on👇 1/ $CRV (@CurveFinance)

MC - $650 million
TVL - $4.2 billion
FDV - $1.55 billion

Circle just dropped a bombshell in the form of it's Cross-Chain Transfer Protocol (CCTP).

Word is that it could be a killer blow to the cross-chain bridge sector..

Will this play out as predicted, or is there more to it than meets the eye?

Let's find out👇 This thread will cover:

- What is CCTP?
- What are the advantages?
- Use cases
- Implications for current cross-chain bridges
- Concerns and problems

A few thoughts on current market conditions and why I am treating this bounce with caution...

👇👇 First up some $BTC technicals...

We have bounced back to HTF resistance after a failed breakout...

The reason for the dump from 31k is still pretty unknown (if someone does know then please enlighten me!).... Will we find out why soon enough?

So, you've spent the past few weeks bookmarking airdrop threads and have been farming them all like an opium smoking Vietnamese rice field worker..

But how do you know what each drop will be worth?

Read on to find out👇 First we need a few key metrics:

- # of tokens to be launched by new project
- Total # of tokens to exist for new project
- TVL of the new project
- FDV of a similar project that already exists
- MC of similar project
- TVL of that similar project

The past year has been madness in markets.

Investors of all levels have suffered losses and some blown up.

What skills seperate the winners from the losers?

Here are 7 that will help you dominate markets going forward👇 1) Patience.
To be successful in markets you need patience. Patience to wait for an entry, wait for an exit, wait for a thesis to play out, wait for the printers to be turned back on. Patience is key.

Gm.

Big week ahead.

Start your Monday off strong with a catch up on the best reads from last week👇 Interesting overview from @cburniske

https://twitter.com/cburniske/status/1640040127203364864

Another week down, more knowledge gained.

Here are my picks of highly informative reads from the week just gone..👇 Expand your knowledge with these youtube suggestions from @Dynamo_Patrick

https://twitter.com/dynamo_patrick/status/1631732149119320087

A classic bear is upon us.
Regulatory pressure is building and most coins are multiple x’s from their ATHs.

Now is the time to be planning for better days… But how?

Let’s discuss building a bulletproof portfolio for when the good times return 🧵 I will start by stating the obvious..
None of this is financial advice.
More so a way of looking at building a portfolio that you can adjust to suite your particular style and risk tolerance.

Let’s dive in.

There is a lot of talk out there currently about how bullish China is for crypto..

Is it real? Or just a meme?

Let’s take a closer look.. For a start it is true that China have turned on the money printers.
The PBOC are attempting to restart the economy after long lockdowns by flooding it with cash.

Macro does matter.

Especially in times like these.

Let’s take a quick look at a few macro factors and how they might influence crypto markets👇 Looking at levels of debt in the US we can see that both household and none-household debt is steadily climbing.
This debt is now much more expensive to service as interest rates climb higher.