Selection of the Best Threads - Crypto ETF, Uniswap vs Curve, Narratives Alpha, Arbitrum Season & Much More
The best knowledge on crypto curated for you, 01/30 - 02/02
GM frens.
How is this only 4 days of content on Twitter? Too much is happening now, I almost miss peak beark market depression.
I also had to wait for the “going private on Twitter” hype to stop before posting this edition. Many tweets could not have been shared if I posted earlier, so this is why it may be a bit late. But knowledge is still knowledge, most of this is not short-time related.
Anyway, let’s get straight to the point. Keep learning, keep taking actions.
Also, thank you guys for 1,000 subscribers reading my newsletter!


In today's selection of the best crypto threads, we'll have the following topics:
DeFi Covers
Crypto ETF
Rollups & ZK technologies
Uniswap & Curve debate
Narratives alpha
Arbitrum Season
On-Chain tools
Presales
Project Researches
And much more!
Find your threads gathered in the following categories:
1/ Knowledge
2/ Thoughts & Opinions
3/ Advice, Tools & Guides
4/ News & Events
5/ Projects
BONUS
👇
1/ Knowledge
DeFi Covers (Rightsideonly)
DeFi covers are insurances that protect users against DeFi risks.
Protocol exploits, stablecoin depegs, diverging yield to market value, …
Many things can justify an insurance in DeFi.
An analysis + project presentations by Rightsideonly.

Shorting Impermanent Loss (Slappjakke)
In this thread you’ll find why LPing is like selling options, what shorting IL is, which projects allow to short IL, and what revolves around IL.
A technical mega thread by Slappjakke.


What is Token Supply (Only1temmy)
You have to make sure your foundations are solid.
Tokenomics is sometimes more important than the fundamentals of a project to drive price up. Review your basics with Only1temmy.


Crypto ETFs (IamZeroIka)
ELI5:
ETFs are baskets of securities. They are highly used in TradFi.
Crypto ETF would allow you to have exposure to different sectors & diversify easily, among other benefits.
Learn more about it with IamZeroIka.


Account Abstraction (0xSalazar)
Account Abstraction are programmable web3 wallets that will change your vision of wallet.
Find everything about it with 0xSalazar’s thread.


How Curve works (0xboka)
Great infographic on Curve by 0xboka.
Find also a progressive explanation of the infographic.


Thesis on Rollups & Ethereum (OvrCldJonny)
Why Rollup to scale Ethereum? Interoperability.
How? OvrCldJonny will tell you.



2/ Thoughts & Opinions
Uniswap > Curve as DeFi Infra (WinterSoldierxz)
A debate between WinterSoliderxz and DeFi_Cheetah about Uniswap and Curve.
WinterSoldier thinks Curve is not suitable as DeFi infra for mass/institutional adoption.
Find out why.

Curve stands a better chance than Uniswap to be inevitable in DeFi (DeFi_Cheetah)
Follow-up and recap of the previous thread debate.
DeFi_Cheetah’s thesis is in favor of Curve.
We love to see a respectful and well-argued debate between these two gigabrains.

Thoughts on UNI (NintendoDoomed)
NintendoDoomed is worried about the profit potential of the UNI token.

Curating predictions for 2023 + Opinions (0xCrypto_doctor)
CryptoDoctor summarized crypto gurus’ 2023 predictions and provides alpha on the most popular narratives.


10 key takeaways on Messari’s theses (0xsurferboy)
Find Surf’s opinion on the following theses:
The Macro Rebound vs The Dumpening
Key people to watch
On-chain forensics
State vs Federal stablecoins
Bitcoin Mining
Rollups & Modularity
Real-world collateralized DeFi
Decentralized Social
DePIN


Alpha on Narratives (Crypt0_Andrew)
Is LSD Narrative still hot? Are there any upcoming catalysts? Are there other narratives to play?
Lot of alphas delivered by Crypt0_Andrew.

Thoughts & Insights of a trader in January (art_xbt)
Strategy, insights, retrospective thoughts of art’s previous month of trading.


Analysis on a project that should have put their holders first (waleswoosh)
A thread on why projects should stay true to their holders and have their best interests at heart.
10 biggest trends that will put Cosmos on the map this year (seb3point0)
A quick overview + An article elaborating on these points.


3/ Advice, Tools & Guides
Guide on Web3 job (MercyDeGreat)
Why you’re getting rejected, what to do & not do, how to get started & more advice.


Top tips to prevent having your assets stolen (rektfoodfarmer)
Having your funds safe is the first step to grow in this space.

Checklist to protect your funds (Theweb3writerr)
More tips.

A guide to ride the Arbitrum micro-cap season (DeFiMann)
Keep in mind micro-cap are for true degens, and should represent a small share of your portfolio.
(Got rugged 3 times last week).


14 Crypto tools to make it in 2023 (rektfoodfarmer)
Charts, On-chain analysis, Calendars, News, everything you need.

5 On-chain Analysis Tools & how to use them (TheDeFISaint)
Easier to interpret than Etherscan.

The best under-radar crypto tools (rektfencer)
Some tools you probably did not know about.


Token Analyzer Dashboard (0xYakitori)
A Dune Dashboard to find alpha.
Find out about daily new wallets accumulating the selected token as well as the daily cumulative token holdings from these new wallets.
+ Top holders of the token and when they first bought
+ Estimated PNL of each wallet accumulating the token
& More.
Don’t fade this, it is game changing.

An analytics tool for Uniswap v3 (0xCrypto_doctor)
You can backtest your LPs & more.

How to get into presales (Success_temmy_)
A quick overview on presales, different type of presales and how to get in.

7 Tips on Presales (CryptoGirlNova)
What you should do before investing in a presale.


How to track wallets (defi_mochi)
Alpha on how you could have spotted the OP run + Addresses to track.


On-chain redflags you can’t ignore (bubblemaps)
Unlocked wallets, Wallet splitting, Wash trading & more.


5 ways to make 100X (defiprincess_)
Telegram groups, using tools, making connections: You need to start taking actions.
+ more ways & tips.
How to be a Github Guru and find alpha (DeFiMinty)
Github allows curious people to find alpha and find out about news early, and much more.
A great thread by Minty.


4/ News & Events
Blur Bypassing Opensea (pandajackson42)
Opensea required new collections to block Blur, Blur took a free ride on OpenSea's Seaport protocol to bypass OpenSea's blocklist.
A detailed thread to understand how it was possible.


Circle’s CCTP to support the dev of scalable, efficient & secure apps built atop USDC (0xShinChannn)
A thread by bitouq, translated.
Find out about the implications for the future.


The Latest Developments in the Arbitrum Ecosystem (TheDeFinvestor)
Arbitrum Ecosystem is still thriving, and is still where most things happen.
Find more about what happened recently.


5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
10 Unlaunched projects that could 100x (Slappjakke)
Some real alpha in there. Be early on these projects.


9 Projects that raised money (via VCs) in January (DeFi_Taha)
Less money raised in January compared to December, but still some promising projects.
Real Alpha shared by Taha again here.


VCs’ largest investments in 2022 (TheDeFinvestor)
Interesting list of projects. Some projects are already valued at a high marketcap, some are not released yet.


5 Multichain LSD Projects (0xYugiAI)
5 interesting projects supporting multichain.
LSD is mostly an Ethereum Narrative, but Liquid Staking exists on other chains.


Best ZK Projects to keep an eye on (milesdeutscher)
ZK is considered by many the future of Ethereum Scaling.
Many technologies are being built with zk-rollups, and not many are already released and ready to use.

Top 11 upcoming L0 & L1 Blockchains (thehiddenmaze)
An overview of unreleased projects. Don’t fade them.

8 Current & Upcoming decentralized stablecoin projects (ThorHartvigsen)
There is no DeFi without stablecoins, and yet there is not a perfect decentralized stablecoin yet.
A lot of projects are building to offer a better model for stablecoins and gain market share.


Bridges & Bridge aggregators (rektfencer)
Overview on Bridges and their technologies & specificities.


5.5/ Other Project Researches
Contango, Leverage trading with expirables (2lambro)


TreasureDAO (MAGIC), an ecosystem for crypto gaming (0xjaypeg)

LEVEL Finance, a Perp DEX on BSC (0x6851)

Pendulum, Bringing the forex markets to the blockchain (CryptoGirlNova)


Logium, a DeFi Derivatives Marketplace to predict tokens value (ViktorDefi)

Buffer Finance, a Binary options protocol on Arbitrum (ToastyAlpha)


More on Buffer Finance & Tokenomics (MoonKing___)


Smilee, The first primitive to create Decentralized Volatility Products (2lambro)
Delivering Real Yield to LPs & turning IL into Impermanent Gain.


Spillways, a privacy gem, micro-cap (LouisCooper_)


Orderly Network, Next-Generation Decentralized Trading Infrastructure (midoji7)


TreasureDAO & The Beacon Researches (animocaresearch)


RoseAI, a new way to inferface with data (colecallinan)
Gains Network, the strongest competitor to GMX (thelearningpill)


Chainge Finance, the most liquid cross-chain aggregated DEX (verumcapital)


Carbon, Asymmetric Liquidity on chain (middlecurver)


CryptoAI, AI Services, microcap (LouisCooper_)

Dopex Tokenomics reworked, Decentralized Options Exchange on Arbitrum (TheGreatThread)

More on Dopex V2 (0xBobdbldr)


GammaSwap, an oracle free decentralized platform for trading volatility (WinterSoldierxz)


Sonne Finance, a decentralized non-custodial liquidity market protocol on Optimism (iamwhales__)


Deus, World-first decentralized bilateral OTC derivatives platform (drakeondigital)


Fantom, a fast and scalable Layer1 (AndreCronjeTech)


koinosnetwork, a deflationary zero-fee blockchain (CryptoBlooom)


FactorDAO, an asset management instracture on Arbitrum (TheDeFISaint)

Flashstake, a permissionless protocol that allows anyone to earn instant upfront yield (bizyugo)


BONUS
The only 5 guides you will ever need (CryptoGirlNova)


Best DefiIgnas Threads (rektfencer)


Why you should not celebrate all the goals you achieve (Chinchillah_)
Another neuro thread by Chinchillah about dopamine and brain reactions.


15 threads to find untold amounts of alpha (crypthoem)
gud threads.
10 Crypto Documentaries (ViktorDefi)


Insights from BlackRock’s Playbook (whospay_intern)

Top 10 Crypto + Macro Videos this Month (rektdiomedes)


That’s it for today frens!
Another batch of great reads once again.
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!
Everything here is NOT Finance Advice and purely informative.