Selection of the best threads | 01/09 - 01/12

The best knowledge on crypto curated for you

GM frens.

I hope you’re enjoying this bear market rally, and it did not take you by surprise.

In addition to enjoying this pump, I’m also enjoying the growth of Shiro’s brand:
We reached 5K followers, and I’m grateful for that!

Shiro @CryptoShiro_

5K Followers! ✨ I did not think we would reach it this quickly. 30 days ago it was at 2.4K followers. We more than doubled the number. 🫡 But this journey is less about the numbers and more about the frens I made along the way. Here are some frens you should follow! 🧵

I’m also happy that you seem to be enjoying the “new” format where I share alphas.

Shiro @CryptoShiro_

GM frens, Some narratives are gaining momentum, we might be currently experiencing a bear market rally, let's see how to take avantage of it 🧵 A few alphas gathered for you: ▪️ LSD Narrative ▪️ AI Narrative ▪️ Upcoming Catalysts ▪️ Undervalued projects And much more! 👇

I like having more and more support & interactions with you!

Anyway, let’s start right away with the best content from Crypto Twitter in the past few days!

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In today's selection of the best crypto threads, we'll have:

• 12 Crypto/Macro Predictions for 2023

• 7 Tools to make your life easier

• A well-researched list of projects with hard-working teams

• A lesson on TWAMMs

And much more!

Find researches on projects at the end.

👇

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We've had our fair share of predictions for 2023 already.

But we did not have rektdiomedes' predictions yet.

He has some bold predictions for us, especially Macro predictions!

rektdiomedes @rektdiomedes

Thread: 12 Crypto/Macro Predictions For 2023 💪 🧵 Alright friends, I have looked into my Palantir :) Here's my top 12 predictions for the new year. Some are rather bold, some are rather conventional, so we'll see how many come to pass :) 1/x

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There are hundred of tools, but having too many tools can be overwhelming and a waste of time.

You need to find which tools are good for you.

You can start with these 7 tools that CryptoGirlNova uses on a daily basis.

Crypto Nova @CryptoGirlNova

1) Crypto can be really time time-consuming if you don't know what you are doing. Here are 7 tools I use on a daily basis to make your life easier 👇 🧵

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Investing is about making informed decisions.

Knowing if a team is hard-working or not is a good information to have.

TheDeFinvestor analyzed 300+ crypto projects and picked the hardest-working teams.

The DeFi Investor @TheDeFinvestor

To catch the next 100x, you have to bet on the hardest-working teams👷‍♂️ Over the past year, I analyzed 300+ crypto projects to find out the best of them. Here are the projects that exceeded all expectations in 2022🧵

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By now you should know what an AMM is.

If you don't, no worries, here is a bit of reading.

charlie_defi explains here what is a TWAMM, and how it can solve price impact issue for large orders.

Charles 👻 @charlie_defi

What are Time Weighted Average Market Makers (TWAMM) and how do they work? A lengthy 🧵

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GameFi. Blockchain Gaming. Web3 Games.

There are many names for it.

But does it have a future?

Here are some notes transcribed by ReveloIntel on the "Blockchain Gaming World" podcast.

It is mainly focused on GameFi development in Asia, and it bodes well for the future!

Revelo Intel @ReveloIntel

Future of Blockchain Gaming: What Does it Look Like? In this episode, @blockchaingmg is joined by @ysiu, Chairman of @animocabrands, to discuss the rise of blockchain in Asia, value of digital ownership, network effects and more. Read our notes below 👇

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AI, Liquid Staking, Tokenizing Real-World Assets, Decentralized Stablecoins;

Apart from being narratives for the years to come, these are primordial technological evolutions.

TahaHaq1 makes sure you don't fade them, and introduces a few projects fitting each narrative.

Taha | DeFi Research @TahaHaq1

Looking to catch up on new narratives and projects in 2023? You can generate generational wealth if you’re early on the right ones. 10+ projects/narratives that you should watch for in 2023 🧵 👇

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Do you have a list of criteria and questions to answer before investing?

Well, you should.

Remember: make informed decisions.

0xkyle__ shares how he conducts narrative trading, before buying, in the trade, and selling.

Kyle @0xkyle__

Alpha on how I conduct narrative trading - A banger image thread 🧵 These are from my older notes, but still quite applicable I'd think Prep work before buying:

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To be a good investor you must take profits.

Might seems obvious but it's not the easiest thing to do, especially without a plan.

Good thing LouisCooper_ has got you covered with short-term, mid-term & long-term strategies to become a profit maxi.

Louis Cooper (💙,🧡) 🍄 @LouisCooper_

How to be a profit maxi in 2023, a bulletproof strategy:

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You would think DAOs would diversify their holdings?

I would think that too.

Unfortunately, it does not seem to be the case.

crypthoem shows us stats of DAOs' treasuries, and how they could diversify; especially with commodities.

hoeem @crypthoem

I analyse DAOs to find elite treasuries. They all have huge potential but they all have ONE huge problem in common, diversification. How can one problem, diversification, be solved? 🧵

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$ATOM is a top 20 token in Mcap.

COSMOS is one of the most promising ecosystem.

jake_pahor wrote this deep dive research on it.

Jake Pahor @jake_pahor

Part 5 of my deep dive research series will be on COSMOS. Could $ATOM and Cosmos become THE Internet of Blockchains?? 🧵⚛️ 1/

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BONUSES:

You don't know which DEX to use on Optimism, or Metis?

TheEwansEffect gathered a list of DEXs on 10 ecosystems so you know how to buy your tokens.

Sir Robert (♟,♟) (💙, 🧡) @TheEwansEffect

A Dex Guide for Beginners. If you find yourself at any given point asking "where can I buy" the moment you see a token you like/being called, this short 🧵 is for you. A step by step selection of Dexes across every ecosystem with the easiest functionality, steal these:

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CryptoGirlNova explains the strategies she uses to take profit

To combine with LouisCooper_'s strategies previously mentioned.

Crypto Nova @CryptoGirlNova

1) Everyone is telling you to take profits in crypto but none of them are sharing how. These are the strategies I use myself to keep my portfolio high and wealthy 👇 🧵

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Find interviews with 10 CT chads, conducted by ClipFinance

You'll find interviews of TheDeFinvestor, TheDeFISaint, rektdiomedes among others.

The 10 of them are people whose work I appreciate.

Clip Finance (📎,📎) @ClipFinance

Over the past few months, Clip has conducted interviews with 10 of the top chads on Crypto Twitter. These thought leaders shared their background, thoughts on where crypto is heading, and why DeFi is important. Here's all of them for your enjoyment 👇

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Do not be a Maxi

I'm trying to not be a maxi with Arbitrum ⮕ I've been using Optimism a lot the past few weeks.

Conclusion: Optimism is Awesome.

0xCrypto_doctor is not a maxi, even if he seems to especially like Optimism 👀

He wrote his 2023 predictions for Arbitrum and Optimism and what is coming for the two L2s.

CryptoDoctor🦇🔊 @0xCrypto_doctor

My prediction about @arbitrum and @optimismFND in 2023 🧵👇

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A collection of past, present and future musings, insights and in-depth research

0xsurferboy’s treasure. He shares with us his researches, analysis of some protocols, events and much more.

Surf @0xsurferboy

Gm frens ☀️ If it's your first time seeing me, allow me to extend a warm welcome. This thread serves as a collection of my past, present and future musings, insights and in-depth research, a veritable treasure trove of knowledge for the discerning degen.

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NFT Predictions for 2023

We don’t talk much about NFTs here. Still it’s a part of the crypto space.

I own a bunch of NFTs. I like NFTs.

Here are 0xPrismatic’s predictions.

Teng Yan ⛩ @0xPrismatic

Sharing my NFT predictions for 2023 — Part 1 🔮 I outlined a few of these in Delphi's Year ahead report + more personal thoughts There's a lot to unpack, so let's get to it 👇

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Are NFTs on Polygon set to go parabolic?

An analysis provided by 0xkhan_ on NFTs on Polygon.

Asif Khan 💜🍏 @0xkhan_

1. The biggest bear case can be the biggest bull case sometimes. Why I think, NFT ecosystem on @0xPolygon is set to go parabolic and why is it the best place to build right now in the NFT space. Let's also take a data backed approach using @nansen_ai dashboards. A thread.

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A bit of Macro

I’m trying to educate myself on Macro.

tedtalksmacro is my go to account when it comes to Macro.

tedtalksmacro @tedtalksmacro

1/ Today's US CPI report is expected to show month-on-month DISINFLATION for the first time since June 2020 📉 However, core inflation is expected to tick higher --> which could place pressure on risk assets. Here's what the top banks are saying 🧵

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A story on how to become a crypto writer

DeFindingsNFT shares their story on how they became a crypto writer.

They give the same advice I usually give: just start writing.

It works with everything. Want to get good at drawing: just start drawing.

Stop finding excuses. You’ll get better with practice.

Finn Miller @DeFindingsNFT

How I made my first $10,000 as a crypto content writer. I had: -No college degree -No special contacts -No writing experience Today, I'm a ghost writer for some of the largest names in the space that you use everyday. (One's a CEX and the other makes wallets) You can too🧵

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Project Researches

This category is for people looking for projects to research.

If you did not have enough content with the previous threads, you’ll learn more about new projects here.
NFA, DYOR.

Thesis on THORChain (Curious__J)

Curious J ⚛️ (💙,🧡) @Curious__J

0/ There is one project in the entire crypto space that's a paradigm shift in the making involving cross chain defi and that is @THORChain. $Rune is one of the most fundamentally bullish altcoins of 2023. Let's expand on my thesis......🧵

How HegicOptions will become an options giant (0xTindorr)

Tindorr 🚢 @0xTindorr

OpFi narrative is coming, and it won't be a single-winner market. Protocols serving their niche with well-crafted UX are likely to succeed. Hegic is insanely smooth, and has 100% real yield tokenomics. 🧵 on how $HEGIC will become an options giant. @HegicOptions @arbitrum

AIRI by the OraiChain team, an AI play (midoji7)

Midoji @midoji7

There's a huge market inefficiency in the AI narrative and only a few are taking advantage. Did you miss the last AI pump? Don't fade $AIRI, from the @oraichain team and a clear ORAI beta play Let's dive in 👇

More on AIRI (CryptoDamus411)

Road2Crypto @CryptoDamus411

I took a position in a promising micro-cap AI-project: - @aiRight_io - $AIRI - from the Oraichain team - AI-based NFT Authenticity Verifying Service - narrative play - 480K market cap - 680K volume - 430K liquidity - Very little sell pressure

FactorDAO, the building blocks of asset management (Cryptoalpharian)

CryptoAlpha⚡(💙,🧡) 🍄 @Cryptoalpharian

Arbitrum has become the hub for DeFi projects where Giga brain 🧠 Devs are constantly building unique projects Another great DeFi project making waves currently on Arbitrum is @FactorDAO Ride with me as I discuss the building block of Asset Management, A thread 🧵 1/

Overview of Nexa, a Layer1 (NexaMoney)

NEXA @NexaMoney

Want to quickly get the key facts about $NEXA? Here's a mega thread of threads! 🧵 🤯

Overview of Metavault a perp DEX on Polygon (RiddlerDeFi)

RIDDLΞR (💙,🧡) (Behind on DMs) @RiddlerDeFi

1/ With @SBF_FTX in jail, CT remembered the importance of self-custody 🔐 The rise of #DEX is now unstoppable and some of them are still massively undervalued Here's a thread on bullish $MVX Features👇 🔎🧵

Presentation of Pendle (LouisCooper_)

Louis Cooper (💙,🧡) 🍄 @LouisCooper_

Staking is an extremely low R/R in todays market. There's simply too many other opportunities. But what if I said you can get the rewards from staking on top of liquid assets? A closer look at Pendle and yield tokenization:

MUX Protocol, a trading optimizer (ArbiAlpha)

DefiDog🫐🍌(💙,🧡) @ArbiAlpha

This one is for the traders AND the degens. If you like $GMX you're going to love this one. $MUX gives you all the $GMX perks and more. 👇 🧵

The Ultimate Guide to Iota Ecosystem (CyrilXBT)

Cyril - DeFi @cyrilXBT

#Iota 2.0 won't be the same project we know from back in the day. Why? Because there has been lots of improvement within its ecosystem: decentralization, security, and scalability. The Ultimate Guide to Iota ecosystem 🧵 #Iota #Shimmer

Overview of Risky.lol & the DeFi Casino Narrative (defipleb)

defipleb🫐🎲 @defipleb

Online gambling has grown to epic proportions - it's almost like you can bet on anything. The impact that Defi casinos can have on the online gambling industry is immense. User-owned casino 🎰 or "Defi casino" may be an upcoming narrative worth following. ⬇️🧵⬇️

A quick overview & resources on EigenLayer (middlecurver)

Middle Curver 🦇🔊 @middlecurver

1/ Feels like @eigenlayer is going to become an #Ethereum game-changer. Here's a quick overview + some resources to dive deeper

A quick view on The Graph (TheZ4raki)

Z4raki 🫐 @TheZ4raki

Quick view on @graphprotocol 🧵 1/10: $GRT or The Graph Token is the native cryptocurrency of The Graph protocol. This open-source indexing protocol for querying data on the Ethereum blockchain allows for a more efficient and decentralized way of accessing and utilizing data.

Presentation of a Micro Cap, AllianceBlock (AltCryptoGems)

Sjuul | AltCryptoGems @AltCryptoGems

There is a Micro-Cap #Crypto gem that has been flying under the radar for quite some time now. Let me introduce you to @allianceblock! This project review as well as other reviews & free crypto guides can be read more clearly on my website: altcryptotalk.com/crypto-guides/ 1/ 🧵👇

A few “gems” in the AI Narrative (CryptoShiro_)

Shiro @CryptoShiro_

I found a few "gems" in the AI narrative for short term🧵 NFA, I haven't done all due diligence, projects can rug at any time, and I'm not a gem hunter/caller. I threw a few bucks in it for the science. If it does not rug, I'll research more into it for long-term timeframe

A list of unreleased/tokenless projects that could 10x-200x next bull run (LadyofCrypto1)

Lady of Crypto @LadyofCrypto1

Here's my full list of unreleased #crypto projects that could 10x-200x next bull run 🚀 Some might even pull a $SOL or $MATIC and 500x 👀 Broken down by sector 👇 1/15

A list of newly released protocols (toffee248)

toffee24.eth @toffee248

Welcome to the second thread of the year, Crypto Fam! I'm excited to keep sharing new projects with you. Check out my Linktree, early stage projects dashboard and newsletter for more opportunities to discover and invest. Let's make 2023 a profitable year!🚀💰

A Megathread on Arbitrum (SamuelXeus)

Xeusthegreat (♟,♟) @SamuelXeus

Arbitrum gained more traction in 2022 than any other L2 because of the airdrop rumors. It seems they're playing a game (♟, ♟). But you can make over $5k on Arbitrum without waiting for an airdrop. 🧵A step-by-step guide to exploring Arbitrum🧵 A Thread🧵, RT for Others.👇

Understand Arbitrum’s dominant player: GMX (thelearningpill)

The Learning Pill 💊 (💙,🧡) @thelearningpill

Do you really know Arbitrum, if you do not know its dominant player? 🤔 ❇️ #realyield generating blue-chip DeFi protocol ❇️ Low-cost swaps and perps trading w up to 50x leverage ❇️ >200,000 users, >$90B in traded volume A 🧵 on $GMX @GMX_IO ⬇️

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That’s it for today frens!

Thank you for sticking around, your future self will thank you.

Don’t forget to follow the people who wrote these threads. They are big brains sharing their knowledge. You can also follow me on Twitter @CryptoShiro_.

If you liked this edition and love to learn and share knowledge about crypto, you can share this post with your crypto frens!