Selection of the Best Threads - DeFi Knowledge, LSD Narrative, Smart Wallets, Real-World Assets, Arbitrum News & Catalysts, And Much More
The best knowledge on crypto curated for you, 03/01 - 03/04
GM frens.
Another day, another $PENDLE pump.
Hope you followed this call!
(not a shill though, NFA, I hold $PENDLE but I don’t have a partnership with them)
Also I want to thank you for the 25k Followers on Twitter & 2k Subscribers on this Newsletter! 🎉
Let’s get started right away!
In today's selection of the best crypto threads, we'll have the following topics:
Bridge Knowledge
DeFi Knowledge
LSD Narrative
Smart Wallets
Real-World Assets
Arbitrum News & Catalysts
Tools & Tips
Trader Psychology
Projects Research
And much more!
Find your threads gathered in the following categories:
1/ Knowledge
2/ Thoughts, Opinions & Analyses
3/ Advice, Tools & Guides
4/ News & Events
5/ Projects
6/ Bonus
👇
1/ Knowledge
1.1/ Basics
Quick Overview on Stablecoins (ernestxavier_)
Fiat-backed stablecoins, crypto-backed stablecoins, algorithmic stablecoins;
Do you know the differences?
How to set up the perfect gas (paulcryptoadv)
What gas is and how it works
How to calculate the cost of a transaction
Useful tools
Common problems that can cause a transaction to fail
Introduction to Bridges (RealDegenGMX)
Bridges Overview
Working mechanism
Oracles
Bridge Hacks
Assessing Bridges - Framework
The History & Evolution of Money (NNovaDefi)
And why Bitcoin is the obvious evolution.
The main concepts of DeFi (2xnmore)
Financial Inclusion, Transparency, Cost Efficiency & Programmability.
How to use contracts & directly mint NFT (paulcryptoadv)
What functions are in a contract
A step-by-step guide to minting
The benefits of minting via a contract
How to spot fair & promising presales (Arbisphere)
Where revenues come from, tokenomics, locked liquidity and more.
1.2/ Advanced
Ethereum Liquid Staking 101 (crypthoem)
What is Ethereum Liquid Staking and Projections.
Account Abstraction, or Smart Wallets (hmalviya9)
With Smart Wallets you can recover your private keys, setup automatic payments, setup new wallet within 30 secs, and more.
The goal is to improve the crypto wallets we currently use and onboard more people in Web3.
More on Smart Wallets & ERC-4337 (N3tyan_)
Real World Assets Narrative (0xagarwal)
The RWA narrative aims to bridge TradFi and DeFi by representing real-world assets as digital tokens on chain.
Omnichain, the highest level of interoperability (IG5225)
Omnichain is the capability for a dApp to carry a message across multiple blockchains (networks).
Yield Farming 101 (DeFiMinty)
Misconceptions
Types of Yield
How to find yield farms
Liquidity Providing
How to identify rugs
Farms
Compilation of Strategies (0xCrypto_doctor)
Trading Strategies (delta neutral stablecoin plays, funding rates arbitrages, delta neutral staking…)
Volatility Harvesting Strategy
Top-down approach to portfolio allocation
Momentum Strategy
2/ Thoughts, Opinions & Analyses
Analysis on EigenLayer (nuss_eli)
EigenLayer introduces a new crypto-economic primitive called restaking that allows stakers to re-use their staked ETH to secure multiple networks.
An analysis on how large and valuable EigenLayer/re-staking can become.
How will the Shanghai Upgrade impact ETH Price & LSD Narrative (ologai)
Different arguments & scenarios possible for Shanghai Upgrade.
Estimates on amount of ETH to be sold on the Market after Shanghai Upgrade (WestieCapital)
Spreadsheet & explanations.
More thoughts on potential outcomes after Shanghai for ETH & LSD projects (LouisCooper_)
Will Lido continue to dominate? Will stakers dump their ETH? or will LSDs flourish?
4 Trends of Liquid Staking (0xYugiAI)
1. DeFi Integration
2. Permissionless Node
3. Multi-Chain
4. Real Yield
The State of Crypto Regulation (francescoglt)
A Breakdown of a bullish vision (matrixthesun)
Macro analysis, BTC analysis, Fear & FUD, and more.
A BTC-Maxi vision for retirement (DU09BTC)
Some interesting thoughts on how to retire with Bitcoin, Yield, and long-term investment.
Market Cap Analysis (verumcapital)
What: top 10, 50, 100 coins on coinmarketcap
Time horizon: past bear and bull markets (2015, 2017, 2019, 2021, 2023)
Analysis: market cap increases between cycles
Opinion on Uniswap Mobile Wallet (DefiIgnas)
Lack of innovation, no account abstraction, cool features but nothing revolutionary.
3/ Advice, Tools & Guides
Basic Tools to begin with in Crypto (Altcoin_Gold)
Methods to spot Gems (DeFiMinty)
Spot gems using Twitter, DeFiLlama, Etherscan, Kyber Discover Tool, and more.
Crypto Security Measures & Tips (IamZeroIka)
Trader Psychology & Tips (zkxprotocol)
A trader mainly needs to control their emotion.
More on Emotion Management (IamZeroIka)
Guide to find Smart Money (cyrilXBT)
Tips & tools for on-chain analysis.
How to use Pendle Pro for Yield (DeFi_Made_Here)
PT strategy
YT strategy
Yield trading
Tips, tools & valuable lessons from a Chad (Louround_)
Quick reminder: 10 things to keep in mind (MoonshotsApe)
4/ News & Events
How did Jump recover $200M from Wormhole Hack (OvrCldJonny)
The latest Arbitrum Eco Developments (TheDeFinvestor)
Data, Updates, New protocols and more.
5 Major Crypto Headwinds (milesdeutscher)
Mt. Gox Unlock
Shanghai Upgrade
Silvergate Collapse
Macroeconomic Shift
Regulatory Crypto Clampdown
Find out how they will affect the market.
MetaMask SDK in the Unity Asset Store (francescoglt)
Unity is the most used game engine.
The launch of the MetaMask SDK in the Unity Asset Store will allow devs to connect their games to MetaMask, enabling users to interact with web3-enabled features within the game itself.
Preliminary analysis of the asset and liability position of FTX (wassielawyer)
How much do they owe, how much do they have, what could happen.
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
8 Projects that raised money in February (DeFi_Taha)
Total amount raised = $816M
Highest raise = $70M
Number of projects = 77
Find the 8 best projects selected by Taha.
5 New DeFi Projects that raised money (DefiIgnas)
More on projects that raised VC money in February.
10 Projects for the Bull Market (RvCrypto)
KAS, TAO, VELA, AZERO, CHNG and more.
10 Arbitrum Picks for the Bull Run (cryptocrushmia)
GMX, ZYB, RDNT, GRAIL, VELA and more.
4 Permissionless Node Protocols (0xYugiAI)
They are part of the LSD Narrative.
5.2/ Research Studies
More Project Research gathered in the following categories:
1/ Layer1
2/ Layer2
3/ dApps
DEX
Perp DEX
Options
Vaults & Yield
Lending/Borrowing
Liquid Staking
NFTfi
Cross-chain
GambleFi & Prediction markets
Other
4/ Other
6/ Bonus
10 of the best Web3 Newsletters (N3tyan_)
More Web3 Newsletters (Hercules_Defi)
30+ Accounts that are Must-Follows (CryptoHub210)
Trading (Narrative, TA)
DeFi
General Crypto Knowledge
OGs
10 interesting Crypto/Macro Videos (rektdiomedes)
Are you free from societal influences? (Chinchillah_)
8 Addictions you must break to become your best self (CitizzzenZ)
Compilation of Arbitrum News & Resources (0x_illuminati)
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!
Everything here is NOT Finance Advice and purely informative.
A little long but amazing content! I think I just followed about 5 people on here you mentioned. Really amazing work. Keep it up. Huge fan !