Miles Deutscher Profile picture
Crypto analyst, airdrop hunter and DeFi addict. Busy finding the next 100x. Tweets aren’t financial advice.
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Feb 7 6 tweets 3 min read
I just interviewed @avichal, co-founder of @ElectricCapital.

He blew my mind.

Over an alpha-packed 100 minutes, we discussed:

• The most undervalued sector in crypto
• The future of L1s and L2s
• AI cryptos

and more.

Here are the 11 most important takeaways.👇 1. We've made A LOT of progress over the last few years.

"All of the stuff that was theoretical in 2017 - is actually real now."
Feb 1 47 tweets 16 min read
2023 is the year of ZK-rollups.

ZK is the future of scaling Ethereum, and with the upcoming token launches of @zksync, @Starknet and @0xPolygon's zkEVM - the narrative is starting to heat up.

🧵: Here are the best released (and unreleased) ZK projects to keep your eye on. 👀👇 In this thread, I'll cover:

• What are ZK-rollups
• The ZK narrative (and why it's heating up)
• The best released ZK projects
• The best unreleased ZK projects (including airdrop opportunities)

Let's dive in! 👇
Jan 29 30 tweets 14 min read
2023 is shaping up to be a HUGE year for airdrops.

In recent years, people made up to:
• $50k on $OP
• $30k on $ENS
• $18k on $UNI
• $6k on $APT

But there are many more opportunities around the corner.

🧵: 20 upcoming airdrops that I've got my eye on. 👇 There are very little cases in life where you can earn hundreds (or thousands) of dollars for very little effort.

Airdrops are one of them.

And although it may cost a bit of time and patience, in the long run it's well worth it!
Jan 26 4 tweets 2 min read
Have been learning a lot about trading recently.

I’m going to be testing my skills (or lack thereof 🤣) in the $GNS trading competition.

It’s live now with $100k in prizes up for grabs.

If you wish to support me, you can use my link to trade: gains.trade/referred?by=mi… More details about the competition if you’re interested:
Jan 24 34 tweets 8 min read
Pantera Capital just released their 2023 outlook report: "The Year Ahead".

It's packed full of alpha.

I read through its 10,000 words so you don't have to.

🧵: Here are the top 10 takeaways. 👇 This thread will be broken up into 5 parts:

1. Crypto Market Outlook: @joeykrug
2. State of Blockchain Venture: @veradittakit
3. BlockChain Infrastructure: @_will_reid
4. Structurally Safe DeFi: @chiajy2000
5. @PanteraCapital's 2023 Fund Overview
Jan 22 31 tweets 12 min read
Many of next cycle's top performers haven't been released yet.

These projects have potential to 50-100x next bull run.

The next $SOL or $MATIC could be sitting right in front of you.

🧵: Here are the top 13 unreleased projects I'm most looking forward to. 👇 In this thread, I'll break down my favourite unreleased layer 1s, layer 2s, interoperability protocols and dApps that I've got my eye on for next cycle.

At the end, I'll give you 4 steps to take advantage, as none of these projects have tokens *yet*.

Let's dive in!
Jan 18 18 tweets 8 min read
I recently interviewed @hosseeb, Managing Partner at @dragonfly_xyz. I was blown away.

Over an alpha-packed 73 minutes, we discussed:

• The future of L1s and L2s
• Haseeb's top 3 narratives for 2023
• $BTC vs $ETH

and more.

🧵: Here are the 12 most important takeaways. 👇 1. 2022's biggest lesson: The importance of paying attention to mechanism design.

"In the long run, you cannot escape mechanism design."

"If you're creating something that doesn't net create value, it's not gonna work, it doesn't matter how big you scale it."
Jan 2 15 tweets 4 min read
11 Crypto Predictions For 2023. 🧵👇 These predictions are being made from the outset of 2023.

It's likely as the year progresses, things will change regarding the macro and regulatory environment - creating new narratives (as well as affecting existing ones).

But I thought it would be fun to try anyway!
Dec 29, 2022 26 tweets 5 min read
22 Crypto Lessons Learnt in 2022. 👇 1. DeFi is the only way forward.

Most of this year’s major collapses were a reflection of human nature, not the underlying technology.

FTX, Celsius, BlockFi, Voyager, Genesis to name a few.

The need for DeFi is clearer than ever.
Dec 20, 2022 16 tweets 7 min read
I just interviewed Jordi (@gametheorizing), safe to say my mind was blown.

Over an alpha-packed 101 minutes, we discussed:

• When #Bitcoin is likely to bottom
• Jordi's top plays for next cycle
• BTC vs ETH

and MUCH more.

🧵: Here are the 10 most important takeaways. 👇 Remember, these opinions are Jordi's and not necessarily mine, although I respect all his points and think he made compelling arguments.

These clips were cut out of bigger discussions, so for full context I recommend watching the full interview on YT.

Let's dive in.
Dec 16, 2022 6 tweets 2 min read
The Costanza Rule:

“Do not be afraid to think differently, and do not be afraid to do the opposite.”

In crypto, this can be applied as simply as buying when you feel like selling, and selling when you feel like buying.

But it can be applied in many other beneficial ways.👇 Let’s say you have a 12 month time horizon over which you want to accumulate.

You could apply the Costanza Rule by accumulating on extreme red days, and taking partial profits on extreme green days.

This way, you’re decreasing your cost basis over time.
Dec 7, 2022 5 tweets 2 min read
$PYR looks to be in a decent buy zone.

$3.03 has been a strong level historically.

As I’m investing with a longer time horizon (and not trading), this is a decent zone to start building a position imo.

This is my plan: Image Note: The green line is arbitrary, it’s just an example to contextualise potential buy levels.

This could (and probably will) play out differently, but my levels remain the same.

If price dips below the $3.03 level, I’ll wait for a it to reclaim to buy with more size.
Dec 1, 2022 12 tweets 3 min read
Airdrops are one of the easiest ways to make thousands of dollars in crypto.

People made:
• 6 figures on Uniswap
• 5 figures on ENS
• 4 figures on Aptos

But there are still many more great opportunities to come..

Here are 10 upcoming airdrops that I’m looking forward to.👇 SEI Network airdrop:
Nov 29, 2022 28 tweets 8 min read
YouTube is one of the best platforms to find crypto alpha.

But 99% of people are using it wrong.

🧵: Here's how to PROPERLY leverage the YouTube algorithm to create a free crypto alpha machine. 👇 In this thread, I'll break down 7 simple steps to use the YouTube algorithm to your advantage.

By the end, you'll have a start to finish blueprint of how to find and apply crypto alpha off YouTube.

Let's dive in. 👇
Nov 17, 2022 41 tweets 9 min read
The FTX collapse is one of the biggest black swan events in crypto history.

It has already damaged the entire industry, but the ramifications run deeper than you may think.

🧵: How far will the FTX contagion spread? 👇 In this mega thread, I'll cover:

• The 5 sectors that have been damaged by FTX's collapse
• The individual entities which have been most affected
• How much further the contagion could spread
Nov 16, 2022 34 tweets 8 min read
Apple. Amazon. Google.

These companies are the pillars of modern society.

But there are Web3 protocols that could eat into their market share.

🧵: 5 crypto projects which could disrupt their Web2 counterparts. 👇 In crypto, there are many projects which use decentralisation as a buzz word to make money.

But they don't actually solve a real world problem.

I'm always on the lookout for projects which genuinely improve existing web3 products via their use of blockchain.
Nov 15, 2022 17 tweets 4 min read
The FTX collapse has sent shockwaves throughout the entire crypto industry.

It has changed my perspective on crypto forever.

🧵: 10 lessons I’ve learnt that can help you avoid disaster in the future. 👇 1. DON'T HODL BLINDLY

Re-evaluate your thesis on a regular basis.

For example, every month go through your portfolio and ask yourself:

A: Why am I holding this token?
B: If I wasn't holding, would I buy this token right now?
Nov 7, 2022 36 tweets 10 min read
Sam Bankman-Fried was once admired as the king of crypto.

Now Alameda and FTX are rumoured to be on the brink of insolvency.

🧵: Here's how it all went wrong for SBF and FTX. 👇 For a long time, SBF was idolised in the space.

Famous for his:
• Arbitrage trading
• Founding FTX and Alameda
• Hugely successful investments like $SOL

Sam accrued an impressive estimated net worth of $10-14.5b at his peak.
Oct 30, 2022 23 tweets 5 min read
If you missed perp DEXs like $GMX and $GNS:

Then don’t worry, because there’s another narrative that’s just getting started.

Decentralised options.

Here’s why this sector could 100x over the next few years + my 5 top picks.👇 Recently we’ve seen the explosion of perp DEXs like $GMX and $GNS.

I believe that options trading is the next natural progression from perpetuals.
Oct 27, 2022 7 tweets 2 min read
.@DefiLlama has a feature which identifies tokenless protocols.

You can sort by listing date to search for new protocols which may have an upcoming airdrop. How do you know if these projects will have an upcoming airdrop?

1. You can check if the team has explicitly stated this on Twitter or Discord.

2. You can search for airdrop rumours on Twitter. Simply search the protocol name, followed by “airdrop”.
Oct 26, 2022 22 tweets 4 min read
POV: You want to buy a coin.

You’ve done the research, and the fundamentals are solid.

The question now becomes: When to buy?

My ULTIMATE guide to buying tokens in a bear market. 👇 Before we can answer that question, we must first determine which market phase a coin is in.

I break this down into 4 categories:

• Speculation Phase
• Retail Zone
• Offloading Stage
• Accumulation Phase