Edgy - The DeFi Edge 🗡️ Profile picture
I’ll help you become a better DeFi investor through systems thinking. Follow me for the latest DeFi strategies, frameworks, & trends.
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Jan 26 20 tweets 5 min read
John Maynard Keyes, the father of Macroeconomics, was a terrible Stock market investor.

His fortunes changed once he started studying beauty contests.

You can use what he learned to improve your Crypto trading.

Here’s the 2-minute story: The Beauty Contest

There was a newspaper game in the early 1900s.

Readers selected who they believed were the 6 prettiest faces.

The reader whose choices most closely matched the 6 most selected women would win a prize.

So which strategy did people use?
Jan 25 4 tweets 1 min read
I live way below my means.

I've seen far too many people make emotional decisions when the markets drop.

They panic because they have an image & lifestyle to maintain.

Don't be a slave to what others think about you - focus on building wealth, not looking rich. Years ago, me and a friend went on a Couples trip together.

His business was going through a rough patch. Despite that, he insisted on staying in the Park Hyatt.

He probably spent $4k that week. He felt the pressure to keep up appearances for his girlfriend & Instagram.
Jan 17 22 tweets 5 min read
How to take more action (and unlock your full potential): You can have all the knowledge in the world.

But it doesn't matter if you can't put it into action.

Most of us are limited by psychological barriers we're not even aware of.

Here are 10 psychological barriers holding you back:
Jan 15 4 tweets 1 min read
Daily research routine:

1) Heavy subjects - white papers, mechanics, governance forums

2) Finding my own alpha - on chain tools, DeFi dashboards, protocol discords

3) Others - twitter, newsletters

I need routines or I'd just be refreshing Crypto Twitter all day. Writing's an important part of my day - it clarifies my thinking. If I can't write about it then I don't know it well enough.

And my health always take priority: good sleep, exercise, long walks, and cooking healthy food.
Jan 12 28 tweets 7 min read
Warren Buffett refuses to invest in companies without a moat.

Understanding the Moat concept can help you identify better Crypto investments.

Here are the 7 Moats that you should look for: Moats are the competitive advantages that are painstakingly hard to copy.

It's difficult to build moats in Crypto because of how easy it is to fork projects.

Yet some of the OG DeFi protocols are still dominating years later despite the copycats.

Let's see why:
Jan 5 33 tweets 7 min read
You can generate wealth if you're early to the right crypto narratives.

Here are 13 narratives you should watch in 2023 (and a few to avoid): Tokenized Real-World Assets

DeFi needs more sustainable yields.

Tokenizing real-world assets unlocks cashflow that's not affected by Crypto's volatility.

This can improve transparency, capital efficiency, and liquidity in assets.

Think real estate, art, and more.
Jan 4 5 tweets 1 min read
The two wolves:

A part of me wants to work 16+ hrs a day and try to build an empire.

Another part of me wants to disappear to an island, play video games, and watch anime all day.

Can anyone relate? Storytime:

I did well in my 20's with work and decided to take a Sabbatical.

I traveled to different countries, played Dota / Starcraft, and partied a lot.

I got sick of this lifestyle after a few months.
Dec 29, 2022 19 tweets 5 min read
The most valuable thing you need do for 2023:

The Yearly Crypto Reflection.

It’s how you can turn this year’s pain into life-changing lessons.

I've made it simple for you.

Answer these 14 questions to become a better Crypto investor: What Happened This Year?

Time works strangely in Crypto. It feels like we went through a decade worth of events in a single year.

Catch up by:

1) Creating a spreadsheet

2) Listing 3 major events that happened each month

This will get you up to speed on 2022.
Dec 22, 2022 26 tweets 6 min read
22 Crypto Lessons Learned in 2022 (avoid these costly mistakes): Locking Tokens isn't Worth it

ve style locking mechanisms became popular in DeFi

You lock your tokens up for a while, and you gain extra yield or utility in exchange

Some people watched their locked tokens go down by -90% in the bear market

I prefer keeping my tokens liquid
Dec 18, 2022 11 tweets 1 min read
Vamos Vamos Argentina! 🇦🇷🇦🇷🇦🇷 LFGGGGGGG!!!!!!!
Dec 7, 2022 4 tweets 1 min read
What are your top 3 favorite video games of all time? My favorites are Ocarina of Time, Chrono Trigger, and The Last of Us Part 2.
Nov 25, 2022 4 tweets 1 min read
“Most men die at 27, we just bury them at 72." - Mark Twain My Thoughts:

At 27, everyday becomes Mundane.

Ppl go to a 9 to 5 job - They’re trapped by their mortgage and responsibilities.

They drug themselves with Netflix, video games, and watching sports.

You die when your dreams die.

You die when you accept “this is how life is.”
Nov 15, 2022 4 tweets 2 min read
2 books if you're intrigued by billionaire, millennial grifters:

1) Bad Blood - Elizabeth created a multi-billion dollar biotech startup. The devices didn't work!

2) Billion Dollar Whale - Jho stole $4.5m out of Malaysia's wealth fund. He funded the Wolf of Wallstreet movie. ImageImage Also, the story of Theranos is now a mini-series on Hulu called The Dropout.

I started watching it last night and I'm hooked! Solid performances!

Nov 12, 2022 4 tweets 1 min read
If you're wondering WTF happened overnight...

• $600m left FTXs wallet
• FTX's telegram said it was a hack
• The Site/App are infected
• Blackhat theft at ~450m
• FTX rescued ~200m
• soBTC on Solana has lost peg (-77%)
• and more.

Hacker or inside job? 🤔 Go down the rabbit hole

Oct 13, 2022 6 tweets 1 min read
Breakeven Bag Holder

You're down on a token, & waiting for it to break even again before you sell.

• It might not come back. Could the capital be better used somewhere else?

• A 50% drop means the position will need to gain 100% to return to the original amount. If you're down a TON (say -90%), you fucked up a long time ago 🤷‍♂️.

But neither of us has a time machine.

So what should you do?

There's an argument for keeping it as a moonshot bag.
Sep 6, 2022 27 tweets 7 min read
Some influencers have been promoting scams for the past few days.

This has led some people to wonder...

"What's the end game for these influencers?"

Here's my end game and what I'm trying to build: Brief Background:

In my 20s, I found success through eCommerce and re-invested my earnings into the stock market.

This led me to financial independence in my 30s.

I started working on a new eCom company (Pet Supplements), but then COVID messed up my plans.
Sep 3, 2022 31 tweets 9 min read
14 ways to learn crypto more efficiently (backed by science 🧠): It's easy to be overwhelmed by Crypto.

Maybe you have a job, kids, & other responsibilities, and it doesn't leave you much time.

How can you keep up with the 19 years olds here?

You need to be efficient with your research.

Here are some of my favorite strategies:
Aug 16, 2022 18 tweets 5 min read
Being too overconfident in an investment can ruin your portfolio.

Here are the 9 most common traps to watch out for: Trap: Overestimating Your Alpha

A paid discord isn't really alpha.
Neither is watching YouTube or reading Twitter threads.

Alpha is having an EDGE over everyone else.

2 simple ones:

1) Information asymmetry / inside knowledge
2) Watching onchain movements.
Aug 12, 2022 26 tweets 7 min read
The most profitable narrative in the bear market:

"Real Yield."

But what is it and how does it work?

Here's a Breakdown and 7 Protocols that Fit the Criteria:

(including a few hidden gems) Most DeFi projects incentivize liquidity by providing inflationary tokens as rewards.

People LOVED it!

"If I provide ETH - USDC in a liquidity pool, I get X token at 200% APR!"

So projects could bootstrap growth this way.
Aug 7, 2022 46 tweets 11 min read
If Crypto has ever affected your Mental Health, read this: Disclaimer

I'm not a medical professional.

I don't have all the answers to this complicated subject.

I'm sharing my story and what has worked for me.

10+ different doctors and therapists gave me feedback on this thread before publishing.
Aug 4, 2022 4 tweets 1 min read
Unpopular Opinion:

It's ok to have your money doing nothing.

• I have some cash sitting in a checking account.
• I have some BTC / ETH that's NOT earning yield.

I am aware of inflation.

Instead of thinking of it as doing nothing - I think of it as playing defense. You don't have to earn a yield on EVERYTHING.

That thinking led people to put their BTC on Celsius or their savings on Anchor Protocol.

And then losing everything.

I like to diversify.

Some of my ETH is in cold storage.
Some are in DeFi as stETH.