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! 🎉

Shiro @CryptoShiro_

Last time I thanked you, it was for the 10k followers milestone, 3 weeks ago. It went so fast that I missed 15k & 20k, that's crazy. Well, I'm celebrating 25k followers today 🎉 As always, I'm celebrating the frens that helped me get there. Great accounts to follow🧵👇

Let’s get started right away!

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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

👇

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1/ Knowledge

1.1/ Basics

Quick Overview on Stablecoins (ernestxavier_)

Fiat-backed stablecoins, crypto-backed stablecoins, algorithmic stablecoins;

Do you know the differences?

Ernestxavier (♟️,♟️) (💚,🧡) @ernestxavier_

Stablecoins are one of the most important asset classes in the space. In fact, crypto and defi would have been many times as hard without stablecoins. And today, we'll be SIMPLIFYING 🔸What stablecoins are 🔸How they work 🔸And why they are so indispensable in the crypto space

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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

paul.degen 🐸 @paulcryptoadv

//🧵 Don't let commissions take your money! // Find out how to set up the perfect gas so you don't have to cancel any transactions 👇

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Introduction to Bridges (RealDegenGMX)

• Bridges Overview

• Working mechanism

• Oracles

• Bridge Hacks

• Assessing Bridges - Framework

Degen Maker @RealDegenGMX

Introduction to Bridges 101 Bridges are one of the weakest areas in blockchain with complexity and vulnerabilities for hackers. $2.5 billion have been wiped out from DeFi platforms due to hacks But, do we know how they work and what risks we take when interacting with them?🧵👇

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The History & Evolution of Money (NNovaDefi)

And why Bitcoin is the obvious evolution.

nnova.eth 🦇🔊 @NNovaDefi

The History and Evolution of Money. A story about how people can’t be trusted to control the money supply. And the fight to separate Money from The State. - Brought to you by #Bitcoin. Let's dive in.

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The main concepts of DeFi (2xnmore)

Financial Inclusion, Transparency, Cost Efficiency & Programmability.

2xnmore 🌋 @2xnmore

DeFi is a new field emerging in the crypto industry. It aims to create financial products and services that are more accessible, transparent, and open than traditional finance. $DeFi seeks to tackle several issues, including: $CHNG $VELA $KDA $SAITO $AZERO $MTRG $IOTA $LOOP🧵

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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

paul.degen 🐸 @paulcryptoadv

//🧵 Ready to get into the NFT game? // Learn how to mint an NFT in a public sale, with time advantages and earning opportunities! // Mint NFT via contract 👇

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How to spot fair & promising presales (Arbisphere)

Where revenues come from, tokenomics, locked liquidity and more.

Arbisphere (💙,🧡) @Arbisphere

📘 DeFi Investing 101 #NFA Many #Arbitrum investors lost money in the last weeks, so let's understand together how to analyze a tokenomics and understand if a project is or isn't worth an investment. 🧵 How to spot fair and promising presales

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1.2/ Advanced

Ethereum Liquid Staking 101 (crypthoem)

What is Ethereum Liquid Staking and Projections.

hoeem @crypthoem

Ethereum liquid staking 101. I’ve been granted access to institutional grade research. Here is the ultimate guide to the future of ETH Liquid Staking: 🧵

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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.

hkm.eth @hmalviya9

1/ Account Abstraction will enable you to recover your private keys, setup automatic payments, setup new wallet within 30 secs, and so many things. It's the most important development in Web3 right now. Here's everything you should know about it. 🧵🧵🧵🧵 #AccountAbstraction

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More on Smart Wallets & ERC-4337 (N3tyan_)

N3tyan @N3tyan_

No More Scams In Web3 ❌ ERC-4337 crypto wallet is making Web3 a much more secure place.v How you can benefit from using it 🧵

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Real World Assets Narrative (0xagarwal)

The RWA narrative aims to bridge TradFi and DeFi by representing real-world assets as digital tokens on chain.

$rac @0xagarwal

DeFi does not only grow through DeFi The Real World Assets (RWAs) narrative in DeFi is not talked about enough Here's what you need to know about the RWA narrative🧵

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Omnichain, the highest level of interoperability (IG5225)

Omnichain is the capability for a dApp to carry a message across multiple blockchains (networks).

Kryptzo🧑‍🚀 @IG5225

Tired of bridging? 🌉 Scared every time you bridge assets, you’re at risk of losing funds? Waiting for the next iteration of bridging anon? Enter Omnichain, what could be the next iteration of interoperability solving fragmented liquidity once and for all. A 🧵

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Yield Farming 101 (DeFiMinty)

• Misconceptions

• Types of Yield

• How to find yield farms

• Liquidity Providing

• How to identify rugs

• Farms

Minty @DeFiMinty

One powerful aspect of DeFi is the ability to earn yield on your assets instead of letting them stay idle. Here is a Comprehensive Guide on where you can find yield opportunities to put your assets to work. 🧵

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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

CryptoDoctor🦇🔊 @0xCrypto_doctor

Part of my threads teach concepts about trading and investing 🤑 Let’s summarize what we learned so far!🧵

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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.

Eli Nuss @nuss_eli

1/ For some time, @eigenlayer has been one of the most anticipated products in crypto. Last week's launch of their whitepaper only amplified this. We've spent a lot of time thinking about just how large and valuable EigenLayer/re-staking can become. ↓ Our analysis below ↓

EigenLayer @eigenlayer

We're proud to release the 1st public version of the EigenLayer whitepaper: - in the new https://t.co/2WIESrM1vN - and at https://t.co/n3MHey9B99 It describes the key ideas the core developers are implementing into the 1st version of the protocol launching later this year. 1/6 https://t.co/2hxkmMPGCr

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How will the Shanghai Upgrade impact ETH Price & LSD Narrative (ologai)

Different arguments & scenarios possible for Shanghai Upgrade.

Ologai @ologai

The Shanghai upgrade will allow $ETH PoS stakers to withdraw their $ETH. This not only has a potential impact on $ETH price, but it will also change the landscape of Liquid Staking Derivatives (LSDs). Let’s find out the players in the game and how the game can change. 🧵

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Estimates on amount of ETH to be sold on the Market after Shanghai Upgrade (WestieCapital)

Spreadsheet & explanations.

Westie 🟪 @WestieCapital

Yes, Shanghai means a lot of ETH is being unlocked, but how much of that will actually be sold on the market? I'll give you my estimates below 🧵 (Hint: it's probably not as much as you're expecting)

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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?

Louis Cooper (💙,🧡) 🍄 @LouisCooper_

Ethereum's upcoming Shanghai upgrade does not guarantee a pump to LSD projects. Instead, there is a multitude of potential outcomes from the $29 billion ETH unlock. Will Lido continue to dominate? Will stakers dump their ETH? or will LSDs flourish? Everything you must know 👇

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4 Trends of Liquid Staking (0xYugiAI)

1. DeFi Integration
2. Permissionless Node
3. Multi-Chain
4. Real Yield

Yugi AI ⛩ @0xYugiAI

4 Trends of Liquid Staking Liquid staking is an exciting and rapidly evolving field with several notable trends. Read my thread about this: 👇🧵 1/14

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The State of Crypto Regulation (francescoglt)

francesco @francescoglt

Why did the EU and US regulators met in secret to discuss about crypto? Is Europe the new Crypto Heaven? The State of Crypto Regulation with the contribution of @tommasoastazi Head of EU Regulatory Affairs at @BlockchainforEU

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A Breakdown of a bullish vision (matrixthesun)

Macro analysis, BTC analysis, Fear & FUD, and more.

MTS @matrixthesun

$BTC suffered a massive red candle last night! Should we be panicking? Is the echo bubble over? Here's a quick breakdown of why I remain bullish: (+ my favourite alts to buy in this downturn)

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A BTC-Maxi vision for retirement (DU09BTC)

Some interesting thoughts on how to retire with Bitcoin, Yield, and long-term investment.

Duo Nine ⚡ discord.gg/ycc @DU09BTC

#Bitcoin is your retirement. 👇 Here's your guide to retire early and live stress free. 🧵 A thread.

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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

Verum Capital @ETHDenver @verumcapital

"This coin can't 50X it's $200m market cap" Are you sure about that? Most people don't understand market cap floors are a DYNAMIC metric. We analyzed coinmarketcap data from 2015 to now to answer this question & outline a clear strategy based on that A 🧵👇 1/21

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Opinion on Uniswap Mobile Wallet (DefiIgnas)

Lack of innovation, no account abstraction, cool features but nothing revolutionary.

Ignas | DeFi Research @DefiIgnas

1/7 Uniswap isn't launching their v4 this year, it seems. Instead, they announced a mobile wallet. I think the app falls short of innovation: 🧵

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3/ Advice, Tools & Guides

Basic Tools to begin with in Crypto (Altcoin_Gold)

Altcoin Gold @Altcoin_Gold

💡 Are you new to the world of crypto? Don't worry, I've got you covered! Check out this starter pack of top resources and tools to help you start your journey into the exciting world of digital currencies. Let's get learning! 👇

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Methods to spot Gems (DeFiMinty)

Spot gems using Twitter, DeFiLlama, Etherscan, Kyber Discover Tool, and more.

Minty @DeFiMinty

Many bring up the importance of being early to crypto projects. But how do you actually spot gems before everyone else? Here is a list of methods to find early trending projects before the crowd. 🧵

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Crypto Security Measures & Tips (IamZeroIka)

ZERO IKA 🗡️ @IamZeroIka

The CEX armageddon is a harsh reminder: Security matters. "Not your keys, not your crypto." rumbles hard once again. Here is my breakdown of must-have crypto security measures + top tips to protect assets and reclaim full control. 1/23🧵👇

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Trader Psychology & Tips (zkxprotocol)

A trader mainly needs to control their emotion.

ZKX @zkxprotocol

Welcome to the 6th edition of Trader's Digest 🔥 We know you have no control over your emotions... When it comes to trading 📈 So today's thread is all about 👉 Trading Psychology & how to be emotionless while trading. Dive in it's about to get ice cold 👇 1/13 🧵

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More on Emotion Management (IamZeroIka)

ZERO IKA 🗡️ @IamZeroIka

The greatest investors of all time have one particular skill that allows them to be profitable over the long term. Strong emotional management. Here is my breakdown of the relationship between emotion and profitability + 6 tips that will truly help to control them. 🧵👇1/26

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Guide to find Smart Money (cyrilXBT)

Tips & tools for on-chain analysis.

Cyril - DeFi @cyrilXBT

Observing whales can assist you in identifying the next big opportunity However, no one shares how to find the right wallets to track Here's how to find smart money that will profit you 🧵

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How to use Pendle Pro for Yield (DeFi_Made_Here)

• PT strategy

• YT strategy

• Yield trading

DeFi Made Here @DeFi_Made_Here

How to make money with the on-chain interest derivative market Part 2 Thread 🧵

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Tips, tools & valuable lessons from a Chad (Louround_)

Louround 🥂 @Louround_

I believe that knowledge is made to be shared and not kept between a few persons. Let me share what I learned over the past 6 years in the crypto industry and wished to know when I started. From retail to chad 🥂

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Quick reminder: 10 things to keep in mind (MoonshotsApe)

MoonshotsApe @MoonshotsApe

#Crypto is full of stories about overnight millionaires and promises of 1000x gains And while these things do happen it’s a lot easier to lose money than make it, if you’re not careful Here are 10 things to remember if you want to stay safe and stack gains 🧵

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4/ News & Events

How did Jump recover $200M from Wormhole Hack (OvrCldJonny)

Overcollateralized Jonny @OvrCldJonny

What is the #Wormhole bridge? How did Jump recover $200M from the hacker? All answered below 👇

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The latest Arbitrum Eco Developments (TheDeFinvestor)

Data, Updates, New protocols and more.

The DeFi Investor 🔎 @TheDeFinvestor

The best DeFi plays are on Arbitrum. Those that pay attention will be heavily rewarded. A megathread on the latest Arbitrum ecosystem developments👇

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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.

Miles Deutscher @milesdeutscher

There are 5 major crypto headwinds alarming the market right now. 🚨 • Mt. Gox 142,000 $BTC unlock • Shanghai upgrade $ETH withdrawals • Silvergate collapse • Macroeconomic shift • Regulatory crypto clampdown 🧵: Here's how each headwind will affect the market.👇

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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.

francesco @francescoglt

Bullish on Web3 Gaming: Metamask adds SDK support for Unity gaming engine 🦊 Web3 gaming just got a lot easier: how to easily integrate crypto and nfts in web3 games 🧵👇 @MetaMask @unity

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Preliminary analysis of the asset and liability position of FTX (wassielawyer)

How much do they owe, how much do they have, what could happen.

wassielawyer （哇西律师） @wassielawyer

1/ Today, FTX released a preliminary analysis of the asset and liability position of FTX.com and FTX US. So here is a quick analysis brought to you by a hentai anime penguin in a suit that woke up at sunrise to attend a poorly scheduled meeting.

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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.

Taha | DeFi Research 🍄 @DeFi_Taha

You can make generational wealth if you're early to the right projects/narratives. I spent 15+ hours going through all the projects that raised money in February. Here are 8 projects that caught my eye ↓🧵

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5 New DeFi Projects that raised money (DefiIgnas)

More on projects that raised VC money in February.

Ignas | DeFi Research @DefiIgnas

1/ What do crypto VCs know that you don't? I track the money flow to uncover their latest #DeFi trends. It's clear that VCs are increasingly bullish on innovative protocols. Check out these 5 new DeFi projects that just raised money: 🧵

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10 Projects for the Bull Market (RvCrypto)

KAS, TAO, VELA, AZERO, CHNG and more.

RVCrypto @RvCrypto

I've researched hundreds of projects in this bear market, these are my 10 #100x or more projects for the coming bull run. A 🧵👇

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10 Arbitrum Picks for the Bull Run (cryptocrushmia)

GMX, ZYB, RDNT, GRAIL, VELA and more.

CryptoCrushMia ♥️🚀 @cryptocrushmia

I reached financial freedom from nothing thanks to #crypto 🤑 Want to 100X with me on the Arbitrum ecosystem? 🥰 Here is my top10 #Arbitrum tokens pick to prepare the next #bullrun 🧵👇

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4 Permissionless Node Protocols (0xYugiAI)

They are part of the LSD Narrative.

Yugi AI ⛩ @0xYugiAI

4 Permissionless Node protocols Ethereum Node running without permission is a key part of decentralized ETH liquid staking. Let's take a look at these projects. 🧵

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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

Shiro @CryptoShiro_

I learned about interesting projects the past few days. 🧵 I selected some of the best researches (03/01 - 03/04) for you, you will find projects in the following Narratives: ▪️ Perp DEX ▪️ GambleFi ▪️ Options ▪️ Arbitrum ▪️ Real Yield And much more. 👇

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6/ Bonus

10 of the best Web3 Newsletters (N3tyan_)

N3tyan @N3tyan_

I've studied hundreds of Web3 newsletters over the past 30 days. This thread covers 10 of the best Web3 newsletters you should read to know the latest alpha into the Space. 🧵👇

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More Web3 Newsletters (Hercules_Defi)

Hercules | DeFi @Hercules_Defi

The deepest Alpha in DeFi is found in the Newsletters. But people find it difficult to search for the best ones. I have compiled a list of 15 Newsletters that you must subscribe to 🧵

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30+ Accounts that are Must-Follows (CryptoHub210)

• Trading (Narrative, TA)

• DeFi

• General Crypto Knowledge

• OGs

Crypto Hub💡 @CryptoHub210

Most crypto influencers either: • promote scam coins or • make their community get rekt by promoting leverage trading… If you wanna succeed in crypto, follow the right people! 🧵Here are 30+ accounts that are MUST-FOLLOWS:👇

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10 interesting Crypto/Macro Videos (rektdiomedes)

rektdiomedes @rektdiomedes

Thread: The Top 10 Crypto/Macro Videos I Watched This Month 🧵 The limitless amount of incredible, free info on YouTube never ceases to amaze me. Here's 10 utterly strunk crypto and macro videos I watched recently: 1/x

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Are you free from societal influences? (Chinchillah_)

Chinchilla @Chinchillah_

Would you consider yourself free from societal influences? The ease with which we conform to other people's opinions: A brief social experiment followed by an analysis on conformity in crypto. 1/15

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8 Addictions you must break to become your best self (CitizzzenZ)

Zoro ⚔️ @CitizzzenZ

Addiction is not just limited to drugs or alcohol. From social media to gambling to even exercise, addiction can manifest in a variety of ways. Too much of anything can be bad for you. Here are 8 Addictions You Must Break to Become Your Best Self:

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Compilation of Arbitrum News & Resources (0x_illuminati)

The Crypto Illuminati @0x_illuminati

Are you ready to flip the coin and discover if @arbitrum leads or follows? It's time to find out. Revealing GAME-CHANGING strategies that will blow your mind . 🧵👇 (0/10)

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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!

Everything here is NOT Finance Advice and purely informative.