Selection of the best threads | 01/19 - 01/22

The best knowledge on crypto curated for you

Shiro

Jan 27, 2023

GM frens.

A lot is happening lately. Market is green, many protocol launches, new narratives, etc.

It’s hard to keep up.
But you know I’ve got you covered for Airdrops, Knowledge & Alpha.

If you missed the latest alpha, completing today’s knowledge, find it here:

Shiro’s Alphas

This Week's Alpha - Newcomers in Liquid Staking Derivatives, News & Catalysts for DeFi, On-chain analysis, And More

GM frens. We’re seeing narratives that we anticipated being played out. Market is still green, a lot of profit is at our fingertips. But remember, follow your plan, don’t FOMO, and keep a good risk management. Today you will find: TA Predictions Newcomers in Liquid Staking Narrative…

3 years ago · 3 likes · Shiro

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

Directed Acyclic Graph
Modular Blockchains
A Solana Update
LidoFinance, a Threat to Ethereum?
NFTfi & NFT Future
Advices & Tools
On-chain Knowledge
Project Presentations

And much more!

Find your threads gathered in the following categories:

1/ Knowledge
2/ Thoughts & Analyses
3/ Advices, Tools & Guides
4/ News & Events
5/ Projects
BONUS

👇

1/ Knowledge

Directed Acyclic Graph (DAG): A Challenger to Blockchain

Did you know that the Blockchain is one way to store data, but other ways exist?

wauwda explains here the DAG structure.

Far fewer projects are based on the DAG structure, so there is less competition.
Could be an interesting investing idea if the DAG structure remains, and projects keep on developing.

Wauwda ✏️ @wauwda

Directed Acyclic Graph is proving to be a fitting challenger to blockchain as it ventures to address the flaws identified in blockchain. But what is DAG and how does it differentiate from blockchain? Time for a 🧵👇🏼

The Future is Modular

Most (if not all) blockchains we use are Monolithic blockchains.

A new kind of Blockchains is being developed: Modular Blockchains.

CryptoBlooom teaches us about how Modular blockchains differ from Monolithic blockchain, and what innovations it allows.

CryptoBlooom⚡️(🍄) @CryptoBlooom

You may have heard about "Modular" blockchains... What are they? "The future is modular." - @fuellabs_ 🧵 Thread

Parralel Processing

Parallelization is used to increase scalability and efficiency.

Mostly recent blockchains are integrating parallel computing solutions.

Learn more about it with CryptoBlooom.

CryptoBlooom⚡️(🍄) @CryptoBlooom

The hottest feature for the next generation #L1s and #L2s that you don't know about. 💡 Parallel processing Thread

Liquidity Providing on UniV3 to mimic selling options

You know about Options, you know about UniV3, but you don’t see how you could mimic selling options on UniV3?

Charlie_defi’s got you covered. If you don’t know what options are in the first place, they’ve got you covered as well.

Charles 👻 @charlie_defi

How can liquidity providing on @Uniswap V3 mimic selling options? In this thread, I will be covering: • What are options? • Basic options examples • Why are options useful? • Main features of Uniswap V3 • Options on Uni V3? 🤔 • Why does this matter? Let’s go!

2/ Thoughts & Analyses

Macro & TA

Cycle Ideas, Technical Analysis, Market Structure, Metrics:

Thoughts on the Market written by damskotrades.

CryptoAmsterdam 📍 @damskotrades

Where are we & how am I playing it? - My cycle ideas & how I'll scale back in. - Medium time frame plan. 1/? 🧵👇

EigenLayer X Frax

What would a collaboration between EigenLayer and Frax look like?

Some thoughts on the matter + reminders on EigenLayer & Frax.

A thread by DeFiDave22.

DeFi Dave📍🇧🇷 (¤,¤) @DeFiDave22

EigenLayer 🤝 Frax Could a potential collaboration between the two take both of them to the next level? What would it look like? Let's find out 👇🤠👇

DEX Wars: The Best Techs

A thread by 0x_pudding on the different tech developped by DEXes and what are the features offered by each approach.

pudding @0x_pudding

The DEX wars are heating up with each protocol vying for liquidity and fees. Each contender offers it's own unique value prop and is packing some serious tech under the hood. Let's sample these delectable delights and see whose recipe makes for the best DeFi experience 🍮

Portfolio Update & Thoughts

As always, find the monthly Polygon Portfolio Update from rektdiomedes.

Accompanied by thoughts on Macro, price action, and some analyses.

rektdiomedes @rektdiomedes

Thread: Polygon Portfolio Update - January 2023 🧵 Have we arrived at some strange brypto paradise mirage?!? Wen more carnage?!? Has the zhupercycle begun?!? Let's dive in! 1/x

Frax’ Presentation & Analysis

Frax is one of the top tokens of the LSD narrative.

A thread by matrixthesun on the Frax tokens, how they work, and why Frax is performing.

MTS @matrixthesun

GM! Impromptu thread about @fraxfinance $FXS as we are seeing the flywheel effect unfold right in front of us😳 $FXS has been showing crazy strength and basically up only over the past week. I think it is likely to continue being strong😏 🧵👇 for the deep dive!

State of Solana Q4 2022

Stats, events, metrics, protocols, everything you need to know about Solana in Q4 2022.

A thread by JamesTrautman_

James Trautman @JamesTrautman_

State of Solana Q4 2022 1/ With the bear market continuing and the FTX catastrophe unfolding, Solana's expansion strategies and network upgrades appeared to be overshadowed throughout Q4. messari.io/article/state-… $SOL 🧵

Is LidoFinance a threat to Ethereum’s Existence?

Could LSD protocols becoming too big represent a threat to decentralization?

DeFi_Taha has a few thoughts on the matter, and suggests some solutions.

Taha | DeFi Research @DeFi_Taha

@LidoFinance is a 𝘁𝗵𝗿𝗲𝗮𝘁 to Ethereum's existence. I spent 𝟭𝟱 𝗵𝗼𝘂𝗿𝘀 in the LSD rabbit hole and found something shocking. Here is 𝘄𝗵𝗮𝘁’𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 and what we can do about it. 𝗔 𝘁𝗵𝗿𝗲𝗮𝗱 🧵👇

Thoughts on NFTfi

ElBarto_Crypto is not optimistic on the DeFi/NFT Overlap.

I don’t totally agree with that but reading his thoughts was interesting.
I recommend you read the other thoughts & debates in the comments.

ElBarto_Crypto @ElBarto_Crypto

I am not optimistic on the Defi/NFT overlap. Based on data we have seen so far: -NFT buyers are a very different audience than DeFI users -More people are onboarding to crypto through NFTs, and are not following through to DeFI -Only "degen" crypto users do both A 🧵 (1/n)

What’s coming for NFTs

Most people think NFTs are monkey pictures, or dumb pictures, selling for crazy prices.

It will be hard for them to consider the idea that NFTs are in fact a technical innovation. The upcoming innovations & utility might help.

A thread on what’s coming for NFTs, written by Rightsideonly.

RightSide (🧵,🪙) @Rightsideonly

No doubt NFTs enabled retail to discover the capabilities of blockchain, eventually popularizing "Web3.0" and "Metaverse" Yet we are just scratching the surface. NFTs are no longer just JPEGs as builders are creating new opportunities around it #NFT thread 🧵 on what's coming

Stablecoin Flows: Are people getting back into Crypto or are we in PvP mode?

An analysis focused on the amount of fiat getting into or flowing out of the crypto system.

A thread by Chinchillah_.

Chinchilla @Chinchillah_

Stablecoin flows: are people getting back into crypto or are we in PvP mode? The ones who joined crypto before 2021 should remember the “tether is printing Usdt, we’re going to the moon🚀” talks. Ok it was non-sense, but the total stablecoin supply does matter. 1/10

3/ Advices, Tools & Guides

Crypto Chad Masterclass on Crypto Jobs

Find some Chad advices to get a crypto job, written by OGtestnet.

Louround 🥂 (OG_testnet) @OGtestnet

Unlocking the door to crypto job opportunities: A step-by-step guide 🧵 Crypto chad masterclass #6

How to track your investments with DexTools

A guide written by LouisCooper_.

Louis Cooper (💙,🧡) 🍄 @LouisCooper_

I cannot believe degens are either manually tracking their investments, or not tracking them at all. Let me show you the light 🧵

10 Small/Unknown Analytics Resources to find Alpha

If you’ve been on CT for a while, or if you’re just a Crypto user trying to find alpha, you probably know a lot of tools already.

Here ThorHartvigsen introduces some resources that are lesser known.

Thor Hartvigsen @ThorHartvigsen

Want to become better at finding 100x investments in DeFi? Take advantage of Research Tools🔬 But don't just use the same few as everyone else. Instead, here are 10 smaller/unknown analytics resources I use to find find alpha 🧠📚 ALL FREE! 👇

Become an On-Chain Pro

Searching through blockchains for information and tracking wallets are edges only existing in our space.

We must take advantage of that.

Some tips & info on Wallet Tracking, by RuggedWojak.

📖BoomerWojak📖 @RuggedWojak

Wallet tracking gives you the opportunities to trade like an INSIDER or get EARLY into new projects. Join the second part of my wallet tracking series to become a ON-CHAIN pro.

Top 10 Research Tools & Tricks to Find the next 100x

These are some of the most used and most useful tools available.

Maybe you’ll discover one you did not know about.

A thread by RiddlerDeFi.

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

To make $100,000 you just need to pull a 10x twice To pull a 10x you need find the right projects 💎 Top 10 defi research tools & tricks find the next 100x gem on Arbitrum 🧵👇

The Token Analyzooor Dashboard

You probably know defi_mochi already for his great Dune Dashboards.

Find his latest masterpiece, a dashboard to track:

Cost Basis
Largest Labelled Wallets
Accumulation

So you can find your own Alpha.

Defi_Mochi (🍡, 📊) @defi_mochi

Wallet watching can get you from $1k to $100k easily with the amount of insider knowledge these wallets possess I've created a dashboard 📈to track cost basis💰, largest labelled 🐋 wallets , accumulation to help you get ahead of every run-up! Let's dive in! 👇 0/7

How to avoid getting rugged on Presales (on Arbitrum)

Some tips & tricks to avoid getting rugged on new projects and presales, especially on Arbitrum.

A thread by TheEwansEffect.

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

"I GOT RUGGED" Presales on #Arbitrum While chasing the next x5 - x10 via presales and IDOs, let's talk safety and how to identify the promising ones, and those that will rug you. Steal this simple yet crucial step by step checks in identifying your next x10 presale🧵:

Strategies to lay the foundation in a bearish environment

Find 3 strategies to use during a bear market to thrive later in bull market.

Strategies & thoughts provided by CryptoGirlNova.

Crypto Nova @CryptoGirlNova

1) Everyone is telling you that life-changing opportunities are made in a bear market but none of them are sharing how. These are the strategies I use myself to lay the foundation in a bearish environment 👇 🧵

The most powerful on-chain analytics tools

Some thoughts on Wallet tracking and tools to do so.

A thread written by TheDeFinvestor.

The DeFi Investor @TheDeFinvestor

Monitoring the right wallets can help you find the next 100x opportunities. But using the proper tools is a must for doing so. Find out: • the best on-chain analytics tools • why you should track whales Here are the most powerful on-chain analytics tools👇 (most are free)

4/ News & Events

5 Crucial Changes after the Aave x Metis Integration

Thoughts & predictions on Aave integration in the Metis Ecosystem.

A thread by apollo_wayne.

Proposal have been accepted but I don’t believe we have a date for it yet.

Apollo Wayne @apollo_wayne

5 CRUCIAL Changes After The $AAVE x $METIS Integration This integration is much more significant for the @MetisDAO Eco than it seems. Much more! That’s why we need to take a look into what will change. // THREAD //

Products coming to JONES on Arbitrum

jGLP & jUSDC have been released today, January 27th.

A quick thread (don’t get trolled by the 420 parts) on these products, by 18decimals.

eighteen. @18decimals

The best $ETH product is coming to @arbitrum created by @JonesDAO_io $JONES - 01/24/2023 launch date. Codes, backtesting, audits, are all approved and the results say 30-60% real yield paid in $ETH.. You ready for this?? Here’s a 420 part thread. 😜 1/420

Revamping the OSMO Tokenomics & Incentives Model

A massive update to liquidity reward distributions for Osmosis is currently up for discussion.

Flowslikeosmo has a few thoughts on the topic.

Emperor Osmo🧪 @Flowslikeosmo

1/13 Automatic Staking could be coming to @osmosiszone ! One of the biggest updates to Liquidity Incentives since Superfluid Staking. Revamping the $OSMO Tokenomics and Incentives model. 🧵👇

5/ Projects

This category is for people looking for projects to research.
NFA, DYOR.

13 Unreleased projects - L1, L2, Interoperability Protocols, dApps (milesdeutscher)

Miles Deutscher @milesdeutscher

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. 👇

Timeless, a yield tokenization protocol to hedge & speculate on yield rates (RealDegenGMX)

Degen Maker @RealDegenGMX

Introducing the new $CRV for Uniswap v3 ! @Timeless_Fi unlocks composability features with their Bunni Engine. It's also a yield tokenization protocol that lets you hedge and speculate on yield rates. Let's dive in – this thread will be so $LIT 🧵👇

Five Arbitrum Native Protocols to keep your eye on (WinterSoldierxz)

0xwintersoldier.lens🌿 @WinterSoldierxz

1/ Been seeing a few threads about the Optimism > Arbitrum flippening. User & capital inflow metrics are strong for @optimismFND, but @arbitrum has more native protocol diversity and innovation imho Here are five #Arbitrum native protocols you must keep your eye on

Tribe3, Gamified NFT Perpetual DEX (2lambro)

2lambroz.eth 🐑 @2lambro

#15 @Tribe3Official Gamified #NFT Perpetual DEX Perpetual + NFT + Community In this thread 1. TLDR What is Tribe 3 2. How does it work? 3. Similar product yet different approach 4. Summary #nftifi #socialfi

LandX, DeFi Yield on REAL Land (RiddlerDeFi)

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

1/ DeFi has been surrounded by "Farming" and "Yield" since inception BUT what if I told you there's a project that is actually farming defi yield on REAL land? 🧑‍🌾 🚜 How? Let's take a look 🧵👇

JonesDAO, an easy 1-click solution to unlock institutional-grade derivative strategies (ArbiAlpha)

DefiDog (💙,🧡) @ArbiAlpha

/1 Options are one of the BEST ways to make money in the markets. $Jones is an easy 1-click solution to unlock institutional-grade derivative strategies. Everything you need to know about $jones to take advantage. 🧵 🔥 THREAD 🔥 🧵

Bubblemaps, a research tool that has simple visuals for data (crypthoem)

hoeem @crypthoem

Blockchain analysts have access to elite alpha. The problem? Shifting through this data on blockchain explorers takes hours. The solution? A research tool that has simple visuals to help interpret data in seconds. This is a game-changer for alpha: 🧵

Dopex, an on-chain options platform (CryptoAndAliens)

Crypto And Aliens @CryptoAndAliens

🧵A thread on the ponzinomics of @dopex_io $DPX $rDPX

JustBet, a decentralized provably fair on-chain casino on Arbitrum (ViktorDefi)

Viktor DeFi 🛡🦇🔊 @ViktorDefi

Every industry that has been brought on-chain never remains the same. Insurance. Options. Payments. Predictions. You name it. @JustBetOfficial aims to disrupt the casino and betting industry with a superior on-chain model. Here's how👇

VetMe, OTC DEX on the blockchain and a vetting service with KYC AI system (BigPru)

P R U D E N T(💙,🧡) @BigPru

Al is growing exponentially, Penetrating the blockchain, You can't even fantom its potential, The problems it solves, Let's Capitalize together 🧵🧵on @VetmeToken 🧵 RT for others🧵

Render Network, the leading provider of decentralized GPU based rendering solutions (Curious__J)

Curious J ⚛️ (💙,🧡) @Curious__J

As AI is picking up steam, let's talk about infrastructure plays such @RenderToken: the leading provider of decentralized GPU based rendering solutions. $RNDR 🧵

Ocean Protocol, a decentralized data marketplace (Curious__J)

Curious J ⚛️ (💙,🧡) @Curious__J

0/ While AI is trending, $ocean doesn't quite fit the narrative but it most certainly stands out. Let's try understanding the revolutionary impact of Ocean Protocol - A Decentralized Data Marketplace. $ocean...🧵

Buffer Finance, a non-custodial exotic options trading platform (TraderDefi)

DeFiTrader.lens (💙,🧡)(:D, ;D)🦇🔊 @TraderDefi

Doom scrolling through CT? Looking for the next hidden gem to ape into for that next 10x? Watching everyone else making money while you're staying sidelined? A THREAD🧵👇

EigenLayer, a middleware built on Ethereum to commoditize decentralized trust (jinglingcookies)

cookies.algo @jinglingcookies

15 threads, 9 articles, 1 podcast and 1 video on @eigenlayer, summarized here for you. - What is Eigenlayer - Problems Targeted - Pros & Cons - Questions In this thread, let's take a look into all of the above. The full article is available at tinyurl.com/eigenlayer.

Bonus

Is talking about your goals detrimental to reaching them?

Interesting neurocognitive analysis, by Chinchillah_.

Chinchilla @Chinchillah_

Is it true that talking about your goals is detrimental to reaching them? Well, it depends on a few aspects. A brief neurocognitive analysis. 1/11

The new generation of CT Threadoooors

A few accounts sub 10K that consistently spit Alpha, by Slappjakke.

(I’m in the list 👉👈)

slappjakke.eth 🦇🔊 @Slappjakke

The secret to success? Alpha. Discover the new generation of CT threadooors sub 10K accounts that consistently spits Alpha 🧵👇

A list of 20 alpha filled threads

Threads curated by crypthoem.