Hey CT!

I recently started a weekly newsletter on Mirror, called Playlist 🎮

Its a curated list of the most notable Web3 Gaming reports / podcasts / events and threads

I just published its 2nd edition 👇

https://twitter.com/playtern/status/1553418239912189952?s=20&t=c3PV-50hPhZBSmRSadQ9GQ

This week we covered:

• 📁 13 Reports / Research / Essays
• 📺 8 Pods / AMAs / Watches
• 📝 4 Notes / Summaries
• 🧵 13 Threads
• 📰 23 Web3 Gaming News / Updates
• 🔍 20 Newly Spotted Projects
• 🗨️ 21 Quotable Quotes

gm 🧵 MMORPG built by AAA devs from Ubisoft, NCsoft, and Blizzard ➡ @DarkTaverns

h/t @PassiveCryptoo

https://twitter.com/DarkTaverns/status/1509940710212050948?s=20&t=ouTUo2J5VKgAOAfbJDzm0A

SOLANA - $AURY $ATLAS $GENE
RONIN - $AXS
AVALANCHE - $CRA $DCAU $JEWEL
BSC - $SPS $THG $MIST
IMMUTABLE - $GODS $ILV
POLYGON - $RAIDER $GHST $MSU $RBW
ETH - $GODS $GOG $PYR $SIPHER $PRIME $WRLD
ARBITRUM - $MAGIC
FANTOM - $RARITY $SANCTA Others: Summoners War Chronicles, @TheCryptGame @PlayEmberSword @rStellaFantasy @blastroyale @PlayAscenders @playafar @playskatex @TheTreeverse @battlebound_io @playeverseed @missingfrontier @meetARBO @LootRealms @Evaverse_NFT @RagnarokMeta

Platforms that help users find alpha are becoming valuable 🧵

I think this is a good thing as builders are now incentivized more than ever to build the infrastructure and tooling around this

https://twitter.com/Darrenlautf/status/1471560897588084750

Finding alpha has gotten so much easier:

- Find everything from token details, smart contract, circulating supply, twitter, discord, tg links all in one place

- Identify alpha on chain through smart contract labelling

- Create personalized dashboards for pretty much anything

PSA: Being told that $PB @PiggyBankDAO could be a slow rug?

Posting this publicly since there's quite some user funds in the protocol so if any devs / more knowledgeable on-chain people could assist, we could lessen the loss

Will post the details below snowtrace.io/tx/0x84132ca7f…

Desy noticed that during a bonding tx, bonus mint is going to another address which has been aggressively selling $PB on the market

snowtrace.io/token/0x0e75cd…

1/ 📝 Wassie Capital Notes

🎧 Podcast: On The Brink with Castle Island
💎 Title: Alex Svanevik on extracting signal from on-chain noise

📰 @OnTheBrinkCIV
🎤 @riabhutoria
🔊 @ASvanevik 2/ 👨 @ASvanevik background

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📝 Deep Dive into @multifarm_fi and why it should be an essential in every yield farmer's arsenal 👇 2/
One of the questions most people ask in yield farming is:

"Where is the best place to earn yield"

With so many yield farms it's hard to keep up let alone track them across different blockchains, even harder to be early, and a clear lack of data to make sound decisions

📝 Wannabe Researcher Notes

🎧 Podcast: The Defiant
💎 Title: The Biggest Clearest Bet of all is Ethereum

With just 5 days to go till EIP-1559, I figured it would be very timely to put out my notes on this alpha jam-packed episode 👇

📰 @DefiantNews
🎤 @CamiRusso
🔊 @RaoulGMI ⌚ Early Crypto Journey
😷 Pandemic Crypto
💎 Current Portfolio Allocation
❓ Why is Crypto the answer to the recession?

Been thinking a lot about this recently and I think it could be a big thing in the coming months but I'm not entirely sure so I figured I'd just smash out my unorganized thoughts out here on this thread and perhaps receive some insights on it / maybe its actually alpha idk 🤷‍♀️

🧵 So this is about gambling 🎲

I'm not an advocate for it esp for underage individuals but gambling itself as an industry is huge. According to @StatistaCharts

- Market size of casinos / online gambling is $227 Billion
- Gross gaming yield of global casino market is $130 Billion

Blockworks: How to get started in DeFi | Anil Lulla

Loved listening to this pod as it gives an insight into how Delphi Digital sees things. Great focus on tokenomics, investing, NFTs (gaming) as well as an opportunity to be a part of @Delphi_Digital 👀

📖 Notes on all this 👇 🔸 Disclosure Face NFT purchase experience
🔸 What is @Delphi_Digital
🔸 Core parts of @Delphi_Digital

Odd Lots: Tom Schmidt Explains What You Need To Know about DeFi

Like @TheStalwart said, 60 minutes of pure alpha.

Inner workings of DeFi. Where it's headed. Possible roadblocks and potential use cases in an industry that's just beginning to take shape.

📖 Notes on all this 👇 🔸 Preliminary Thoughts on DeFi
➖ Questions to Ponder on
➖ Background of @tomhschmidt
➖ Intro to @dragonfly_cap
🔸 Origins of DeFi
➖ Early days of Bitcoin
➖ CEX vs DEX

Uncommon Core #14: Interview with a (Degen)Spartan

Been fascinated with @DegenSpartan as of late so I decided to take a warp back in time and read up / listen in on one of his interviews before with @hasufl

📖 Notes on the interview turned recording 👇

anchor.fm/uncommoncore/e… 💭I think a lot can be taken from here especially as we see things from a "retail perspective" something that we don't see quite often since we prefer the more "sophisticated" perspective imo

Anyways, notes below ⬇

💳 Bankless #70 - Facing The Frontier | Jim Bianco

🔹@biancoresearch
🔹@BanklessHQ
🔹@RyanSAdams
🔹@TrustlessState

📖Notes on this great podcast 👇
1/n

🔸Background of @biancoresearch
🔸Parallels between #crypto and #internet

🔸Recent market moves
🔸How do you re-establish a bull market

🔸Comparing Internet vs Crypto Bubble
🔸Comparing #Apple to #Bitcoin

🔸How should a savvy investor play these markets

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🏡 Home of all my deep-dive threads 🏡

ty @Darrenlautf for telling me to do this 🥺🙏 📝 Breakdowns of Podcasts, Live streams, YouTube videos, and the like

Finally got to finish listening to the @RealVision livestream 2 days ago where @RaoulGMI talked about how the Dollar is King 👑

Here are my notes on it 👇

THREAD
- Dollar is key to everything
- On inflation targets and bond markets telling the truth
- Narrative regarding inflation
- Charts on DXY, Euro, & 10 Year Bond Yields

Great office hours episode by @Daryllautk & @ASvanevik

Some great alpha on how to use @nansen_ai in finding new projects, a bit of personal storytelling on Daryl's background, as well as yield farms, @MechanismCap investments and some overall thoughts on the crypto market

1/n - @Daryllautk introduction
- PENDLE Alpha
- Using @nansen_ai Token God Mode Feature

2/n