Felix Profile picture
Building MPC enabled verifiable random oracle at 🎲 @arpaofficial. DeFi OG and trader at 🌈 @bellaprotocol 🚀 @zx2capital. Young degen at heart.
Jan 11, 2023 15 tweets 10 min read
Roundup on #crypto and #macro
🧵
✅ 2023 > 2022 on liquidity
✅ 5% terminal rate
✅ China de-risk for global econ
🤔 War de-escalates
🤔 Q1 earnings, recession?

Crypto
✅ Similar to 2015 cycle
✅ Deleveraged
🚩@DCGco GBTC
🚩Imminent regulation
🤔 $ETH vs #BTC

I’m long here🐂 1. Terminal rate ~5%, priced in for an extended time of high interest rate (no easing for 1-2 years). Pace of rate hike to slow down, but liquidity is still bad.
2. Fear of recession is the biggest risk, all eyes on Q1 earnings and outlooks.
Oct 21, 2021 14 tweets 15 min read
1/n 本贴见我于9月15日发的朋友圈。
说说我的对 @hicetnunc2000 的理解 - 从八月份以来我开始迷恋hicetnunc.xyz,HEN是NFT领域一个神奇的存在,高质量、无炒作、低价的策略让它获得了爆炸性增长。在Twitter上与近百名艺术家和收藏者交流后,我得出以下结论:
Art by @zachlieberman 2/n 1)绿色NFT:艺术家喜欢Tezos打cleannft品牌,pos没有碳排放,并且经常有为贫穷地区或者公益组织义卖的活动,立场单纯且明确。
2)核心圈子驱动:HEN上面最早的艺术家是ProcessingOrg的生成艺术OG,p5ja和webGL小圈子,他们从HEN走出来到Artblocks并成名,很团结。这些人吸引了其他风格的艺术家。