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Joel John Profile picture
Joel John
@joel_john95
Writing on the intersection of markets, the internet, and culture - @decentralisedco. Nerd for growth-stage shenanigans. Seeding chaos via startups for a living
2 subscribers
May 15, 2023 • 20 tweets • 9 min read
Few years back, when I first set up Decentralised.co, the "goal" was to have a thousand people that genuinely cared about crypto reading it.

Here's a little origin story, how it's evolved and what's next in store. Alongside some bits on what you need to know as a creator. Image In 2019, I was rejected for a visa to the UK a second time. I found it odd because I was working with a firm there for two years at that point

I took a week off work and spent it in Goa to get my mind off. Mostly drinking coffee and work with numbers

This is from a cafe there. Image
Oct 12, 2022 • 114 tweets • 43 min read
1. There's been a lot of FUD about web3 and digital assets recently. Bear market vibes.

Here is a compilation of ~120 charts that put where we are into context.

The State of Web3 and digital assets as of Q4 2022. 2. I don't have a SoundCloud (yet) - but I would appreciate it if you could sign up for my newsletter at decentralised.co

You can also join the telegram here to discuss data, hacks and trends - t.me/decentralisedd…
Sep 21, 2022 • 14 tweets • 8 min read
A list of metaverse/nft/gaming related articles I have written over the years 👇 Note: putting this out because I am looking for more researchers to explore on-chain user behaviour in gaming economies and the NFT market-places.

Join here for free data - discord.gg/uAAa8J4c53

Sign up at decentralised.co to receive these in your inbox
Jun 8, 2022 • 24 tweets • 38 min read
Been spending the past few weeks learning about the web3 ecosystem and the possibilities it may enable in Africa.

Here are some observations 👇 I wrote a 3500 worded long-form with @0xSumanth and @RohanKhurana001 on this in my newsletter. You can read it here (also pls subscribe)

decentralised.co/p/observations…
Mar 25, 2022 • 21 tweets • 6 min read
What do @opensea , @zerion, @gemxyz and @nansen_ai have in common?

They are built off an extension of how aggregation theory applies to web3.

Yesterday, I and @kichsr broke it down in a 3000 worded long-form. Here's the tl:dr as a thread 👇 Here's the link to the article in case you wan to skip the thread and read the whole thing.

decentralised.co/p/on-aggregati…
Mar 24, 2022 • 5 tweets • 1 min read
Last night i went to get a haircut. The guy explained he’s not cut his hair in six months and apologised in advance for any goof-ups. I asked what happened and he explained he had moved from Syria during the war to Lebanon and had just moved to the emirates. Discussed the state of matters in Europe and I learned a bit about Syria. Asked him what he missed the most about home and he told his mum. He said he’s on a test run at the current gig and is under a lot of pressure.

Ended up leaving him a good review at the counter
Dec 8, 2021 • 11 tweets • 3 min read
2021 saw $17 billion deployed in blockchain-related equity deals.
A quick thread with my theories on
- why the labor market has repriced
- potential identity crisis among token native funds
- the rise of retail apps In case you prefer the long form - you can read it here.
decentralised.co/the-year-in-fu…
Sep 22, 2021 • 11 tweets • 5 min read
Are NFTs dead?
Here are some thoughts Okay, they are not. You can read the long-form for everything I am about to say here - decentralised.co/are-nfts-dead/
Sep 14, 2021 • 8 tweets • 2 min read
If you are building a subscription product in crypto, take the time out to learn how Alex priced his product to avoid bankruptcy. :)

Some thoughts below ⤵️ Alex launched Nansen in Q1 2020, right after that crash in March 2012. Data-subscription products were shutting down rather sadly back then.

Subscription for data was not really considered "venture scalable back then".
Sep 1, 2021 • 7 tweets • 2 min read
Few observations on the future of on-chain data analytics services

- Live data embeds will matter increasingly in context of data-journalism
- Unexplored markets emerging (NFTs, DAOs, On-chain payroll accounting)
- Making it easier to get data in excel is an opportunity Broadly - the market will bifurcate to two kinds of players

1. API based providers that provide the data-set, customer brings the query layer (eg; graph, covalent)
2. Curated markets with queries done and ready visualisation (eg: Nansen, santiment)
Aug 31, 2021 • 12 tweets • 5 min read
A quick thread on @lootproject or why a wall of text is the hottest thing in the world of #NFTs right now. 👇 Note - I will be writing a long-form on them in tomorrow's issue of my newsletter at decentralised.co.

Consider signing up to receive it in your inbox for more on them + the latest in the bizarre, exciting world of NFTs.
Feb 22, 2021 • 11 tweets • 6 min read
10 charts that capture the state of Ethereum 👇 (1/10)

Number of addresses with more than 1 ETH in balance hit an ATH on December 12th - at 1.179 Million wallets

It is currently at 1.170 million. Slight sell-off with retail folks likely booking profits

Source : @glassnode
Nov 11, 2020 • 15 tweets • 6 min read
Attended DeFi Alliance's liquidity mining pitch event organised by @QwQiao and @lmrankhan.

Here's the list of 12 teams in no particular order. 👇 @perpprotocol is building a uniswap meets bitmex experience. Has 1300 test users doing ~1.3 bil in volume so far. positioning to be a staple that helps third party projects hedge their assets (eg: harvest.finance)
Oct 13, 2020 • 7 tweets • 3 min read
cipher.substack.com/p/state-of-blo…

I crunched the numbers to see how blockchain ecosystem numbers are playing. Bulk of this data is oft-maligned with ICO / enterprise numbers so this is purely pre-seed -> series C figures from 2018 to Q3 2020. Some quick observations Much like many other sectors, covid has indeed affected blockchain ecosystem funding in 2020. That uptick in Q1 is the result of Bakkt's $300 million raise. Image
Sep 24, 2019 • 5 tweets • 2 min read
A drop in hashrate is often believed to be correlated with an immediate drop in price. Played around a bit with @thetokenanalyst numbers - and it seems the correlation isn't as strong as we think it is.

Specifically took the last six months. Looking at late 2018 - there has even been 1 instance where price dipping and a spike in hashrate happened on the same day
Jun 10, 2019 • 14 tweets • 5 min read
Prior to G20 meeting in Osaka, it seems the Financial Stability Board has issued their report on decentralised financial technologies. They have summarised definition and after effects for permissioned and non-permissioned networks alike. Summarising key points in a thread. Quick Context - During the last G20 summit, the FSB was to release metrics around key numbers banks had to disclose around exposure to the token market. Given the slump, that may have not happened. Here's their statement from March 2018 - fsb.org/wp-content/upl…