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Crypto, macro, thoughts on life. Editor @thedailydegenhq. Ambassador @silentdao_. Generalist vibe-maxxer. @rabbitx_io enjoyoor. Threads in Highlights tab.
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Jan 25 17 tweets 7 min read
[cont.]

But he did not allow himself to marinate in depression, or numb his pain with pleasure/vice/etc...

He rather fled towards the hard frontier out West, in what was then Dakota Territory... ceaselessly repeating his mantra "Get action... Get action..."

19/x Image And we can extend this concept to the realm of art as well...

It is said that the greatest inspiration behind The Lord Of The Rings was Tolkien's lifelong grief over the loss of both his parents as a child, and two of his closest friends in WWI (which he also fought in)...

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Jan 25 19 tweets 9 min read
Thread: Thoughts On Life And The Transmutation Of Pain

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So this is a long, meandering schizo thread...

But it starts with a story involving a family I once knew...

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This family- who I'll call the N's- lived in a small, extremely derelict trailer park way out in the woods (example type images below)...

This was hardcore, radical, American-gothic style poverty... beyond that which most people in the US will ever see...

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Jan 16 16 tweets 6 min read
Thread: 10 Utterly Brilliant Crypto/Macro Crossover Thinkers You Should Be Following In 2024

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One good thing about all the cross-market carnage the last two years is that it very much cemented the fact that crypto is macro and macro is crypto...

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The recent ETF approvals and coming Circle IPO further illustrate this...

And as time passes and crypto slowly eats the tradfi financial rails (see the esteemed Larry Fink below for more on this :) ), they will converge more and more...



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Nov 21, 2023 14 tweets 5 min read
Thread: 10 Extremely Good Crypto + Macro Videos I Watched Recently...

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Haven't done one of these in awhile, but watched some absolute bangers the last couple weeks so wanted to curate them in a thread!

Here they are:

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One: @0x_Kun's recent interview w @cryptodan19

The blue wassie has become one of my favorite follows on all of CT, w some of the most well thought-out wisdom on investing in crypto of anyone on this app.

Click below to access video via the QT:



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Nov 6, 2023 16 tweets 5 min read
Thread: 10 Great Crypto Chart/Data Poasters You Should Be Following!

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So in my research for @thedailydegenhq I am constantly looking for good charts/data to include, and wanted to share ten of the best accounts to follow if you like that sort of thing :)

List below:

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One: @Flowslikeosmo

Probably the most prolific chart and data poster in defi...

Every single day Osmo posts a variety of interesting stuff. Dude never misses, insane consistency 💪



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Sep 21, 2023 32 tweets 13 min read
Thread: Logging, Wage-Cucking, Remote Work, And Wifi Money

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When I was growing up, one of my best friends was a Mormon kid named JS... (cont)...

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JS was the youngest of 6 siblings, and because his family lived near the local elementary + high school, I often hung out at his house in the evenings after football/baseball/etc practice, and would, as a result- very occasionally- see his father, RS.

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Aug 21, 2023 25 tweets 9 min read
Thread: 10 Reasons Why Crypto Will 10x In The Coming Years

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All of last year we heard proclamations regarding crypto's demise, yet it has remained resilient...

In that vein... here's ten reasons why it will not only survive but thrive, and 10x in the coming years :)

1/x Image One: Stablecoins

Stablecoins have clearly demonstrated themselves as the 'sticky use case' of crypto at this point.

There is a massive worldwide demand for dollars especially... and stables are increasingly serving that need...



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Aug 3, 2023 11 tweets 5 min read
Thread: The Five Best Speeches I Watched From ETHcc

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Alright my friends, I have been geeking out watching ETHcc speeches on YT the last couple weeks and wanted to do a quick thread of some of my favorites :)

Here they are...

1/x Image One: @VitalikButerin on the history of account abstraction.

This was the headline speech of the conference obviously, and was very technical and very interesting, with some general alfa at the end:



2/x https://t.co/u1NvwWVFY2
Jul 17, 2023 24 tweets 10 min read
Thread: My Friend JF, Who Would Have Been An OG Bitcoin Whale

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Back in the day, in my first year of college, I became good friends with a dude named JF...

We were both from the opposite (more rural) side of the state, and bonded over that, and other shared interests...

1/x Image I was a bit of a boisterous redneck jock type at the time, but JF was the opposite... exceptionally polite, softspoken, and introspective.

Indeed, he was one of the kindest, most decent guys I have ever met.

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Jun 27, 2023 13 tweets 5 min read
Thread: Some Thoughts On Privacy, Defi, And Adoption

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Encrypting important information has been a concern of us humans since the dawn of written history...

1/x The Spartan's scytale devices, Da Vinci's cryptex, James Jay's invisble ink in the Revolutionary War...

All of these are historical antecedents of what we see in crypto today, so far most notably via innovations such as Monero, Tornado Cash, etc.

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Jun 20, 2023 19 tweets 8 min read
Thread: 10 Ridiculously Smart People On Crypto-Twitter Who You Should Be Following

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One of the main reasons I am in brypto is that I un-ironically believe it has attracted the greatest minds of our generation...

1/x Image Indeed, I am continually blown away by the intellectual capital one encounters here.

Its probably easy to miss the significance of this if you are just starting out, but from my vantage point the sheer amount of knowledge/intelligence/creativity/etc is mind blowing...

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Jun 15, 2023 23 tweets 12 min read
Thread: 10 Thoughts On Macro + Crypto

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Are we headed for economic collapse?

Or will the 'Powell pause' usher in a renaissance in meme stocks and monkey jpegs?!?

1/x Image The Fed finally paused yesterday after nearly a year and a half of interest rate hikes...

And we currently find ourselves in a truly fascinating situation macro-wise (to say the least).

Here's some random thoughts on all the craziness...



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May 15, 2023 20 tweets 10 min read
Thread: Why The Intellectually-Curious Will Dominate The 2020's

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One of my favorite parts of The Lord Of The Rings is where Gandalf goes to Minas Tirith to search the depths of its archives for information on the Ring Of Power...

1/x Image He ultimately finds a lost account of the one ring, written in Isildur's own hand, long forgotten by the latter day men of Gondor...

For, despite having this vast trove of ancient books and manuscripts, no one in the city has delved through them for hundreds of years...

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May 1, 2023 10 tweets 4 min read
Thread: 4 More Brypto Positions + Housekeeping Update

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Greetings bros - I didn't do any portfolio updates this month bc they haven't changed at all so figured would be boring...

With that said.... (cont)

1/x Image I have ended up with a few more positions (mostly on BSC) so created a new BSC portfolio on @NestedFi to reflect them :)

Just for interest sake, they are... (cont)

app.nested.fi/portfolios/bsc…

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Apr 24, 2023 10 tweets 4 min read
Thread: PSA On Gigachadded @NestedFi Trading Competition(s)!

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Greetings bros - wanted to make ya'll aware of @NestedFi's upcoming trading competitions :)

1/x Image @NestedFi has been buidling up a storm as of late and has a ton of new innovations planned for the rest of 2023, one of which is trading competitions.

In this regard, they are currently holding their first 'beta' one (though with real prizes!):



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Apr 19, 2023 24 tweets 12 min read
Thread: Isolation, Wifi Money, And The Prison Of Modern Society

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One of my all-time favorite stories is The Count Of Monte Cristo...

I've read and/or watched different versions of it ever since I was a kid, and its always resonated with me intensely.

1/x Image The story of the wrongfully-imprisoned young Frenchman Edmond Dantes and his transformation in his cold, dark jail cell- through what we today would call radical self-improvement- always seemed significant to me, and I found myself drawn to it over and over again.

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Apr 17, 2023 13 tweets 9 min read
Thread: The Top Ten Crypto + Macro Videos I Watched This Month

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Greetings my froggish brethren 🐸💪

Here's all the best videos I watched the last few weeks!

1/x Image One: @biancoresearch On @Blockworks_

Imo Jim Bianco has had the most accurate and insightful takes on the macro landscape of anyone for the last couple years.

Highly, highly recommended:



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Apr 3, 2023 16 tweets 11 min read
Thread/Announcement: Crypto, Privacy, And Why I've Become An Ambassador For @silentdao_

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So, if you've followed me for awhile you know a lot of my investment thesis for brypto revolves around 'fatalistic bullishness'. Basically...

1/x ...the idea that crypto will inevitably do well because of a) the massive debt + budget deficits + Boomer entitlements that will require huge amounts of money printing, and b) people's inherent predilection for gambling, especially in tough times.



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Apr 3, 2023 13 tweets 9 min read
Thread: 10 More Chaddish Accounts To Follow

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Greetings my froggish brethren...

Here's some more gigabrains I've encountered lately I'd recommend following!

1/x One: @JLabsJanitor

Been dm'ing with this gent and reading his articles for awhile and he is one of the smartest crypto/macro dudes I've connected with.

Cannot recommend highly enough:



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Mar 31, 2023 21 tweets 11 min read
Thread: End Of Q1 Thoughts + Brief Port Overview

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Well frens, the end of Q1 2023 is already here... is crazy how time flies!

1/x Overall crypto market cap went from $0.765T on Jan 1st to $1.14T today (according to TradingView - I think they measure it slightly different than CoinGecko which has it at $1.21T as of today)... and $ETH went from $1,198 to $1,802...

So, overall, a heck of a quarter...

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Mar 27, 2023 21 tweets 11 min read
Thread: How I Played The Arbitrum Airdrop (+ Portfolio Update)!

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Greetings friends!

Last Thursday was quite a day...

1/x I'd been doing stuff on Arbitrum for at least a year and a half, and was not convinced they'd ever do an airdrop at all, but they did, and it certainly felt like the biggest (positive) event in crypto in a long time...



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