Selection of the Best Threads - Shapella Upgrade, Real-World Assets & Projects, Arbitrum & Optimism Future, zkSync Narrative, And More
The best knowledge on crypto curated for you
GM frens.
The Shapella (Shanghai + Capella) Upgrade went smoothly, and Ethereum is once again moving in the good direction.
Bullish for our space as a whole.
As always, keep updated on the market, learn new things, and find out about interesting projects with this format!
Because of the situation between Twitter & Substack, we can no longer embed tweets here, so we have to find workarounds, like a screenshot with a link attached.
Let’s get started right away!
In today's selection of the best crypto threads, we'll have the following topics:
Shanghai/Capella Upgrade
Guide to Real-World Assets & Projects
Presales
Arbitrum & Optimism future
Yield Strategies
Early-Stage Projects
zkSync Narrative
Where to look for new projects
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
Guide to Real-World Assets (IamZeroIka)
What is RWA, Benefits, Disadvantages, and projects in this narrative.
More on Real-World Assets via Polytrade (0xTindorr)
LayerZero’s Technology (0xSalazar)
Understand the Oracle and Relayer, and how LayerZero allows cross-chain communications.
Everything you need to know on presales (CJCJCJCJ_)
Different types of presales, pros & cons, with examples.
A great thread.
Crypto Wallets & Mass Adoption (0xYugiAI)
The impact of Wallets on Crypto Adoption.
Uniswap V3 from a Game Theory point of view (0xShinChannn)
We always love some game theory & mathematics to explain crypto concepts.
Arbitrum Orbit & Optimism Superchain (OvrCldJonny)
Don’t miss what’s next for two of the biggest ecosystems.
Find out what homoglyph attacks are (Only1temmy)
You’ve probably run into this kind of scam already.
If you don’t know what homoglyph attacks are, it’s important to be informed.
2/ Thoughts, Opinions & Analyses
Top Takeaways from a16z’ 2023 Outlook Report (CryptoKoryo)
Understanding Narratives (thedefiedge)
With real cases.
+ Some narratives he keeps an eye on.
Highly interesting analysis as always from Edgy.
A thinking framework to valuate & invest in IDOs (2lambro)
Using the latest Camelot Launch as a case study.
Ethereum Shanghai Upgrade in charts (crypthoem)
Stats & charts explaining Shanghai Upgrade, what to expect long term, and what it means for Ethereum.
Insights & Predictions on X, the everything app by Elon Musk (hmalviya9)
According to recent media reports, Elon Musk has wound up Twitter Inc. and merged it with his newly-formed firm X Corp.
This move is seen as a way to advance the launch of X, the everything app.
Favourite dApps to find yield, hedge, trade, and more (0xMughal)
These are some of Mughal’s favourites.
Of course it is non exhaustive. We could have Lending/Borrowing dApps, Bridges, Synthetics, Perp DEX etc.
DeFi is vast.
Revenue comparison for the leading perpetual DEXes (Cryptotrissy)
A comparison between GMX, dYdX & Level.
5 Bold Predictions about GMX v2 (2lambro)
GMX v2 Mechanisms & Predictions.
3/ Advice, Tools & Guides
7 tips to stay safe in crypto (wacy_time1)
Some good tips & tools to use that I haven’t seen a lot before.
Free research tool to track whales (crypthoem)
Use token scanners to find wallets that were early & do due diligence.
Borrow Cheap ARB & Maximize your earnings (ViktorDefi)
With TimeSwap.
A strategy to make 20% APY on BTC (the_smart_ape)
A yield that comes with risks obviously.
Maximize ETH Staking Yields with Frax (0xnocta)
Overview of Frax, why use it for ETH Staking & Guide.
Earn Real yield revenue in stablecoins (WinterSoldierxz)
Be careful with WOM price.
4/ News & Events
TraderJoe v2.1 Update (0xFinish)
Autopools, Gas optimization and more.
Kwenta AMA summarized (crypticdegen22)
Future updates & features.
Might be catalysts for price action.
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
5 early-stage projects with massive potential (0xsurferboy)
Learn more about Linea, Native, Conduit, Econia & Yama.
Projects in RWA Narrative with huge upside potential (cyrilXBT)
Learn more about Realio, Labs, Credefi & Elysia.
Projects with great potential coming to zkSync (TheDeFinvestor)
zkSync is the new ecosystem to be on for new projects right now, with lot of new users & volume from people here to try the ecosystem and farm the airdrop.
Some gems will be there to be found.
More Projects on zkSync (Flowslikeosmo)
Projects in GambleFi Narrative (ViktorDefi)
Learn more about JustBet, 0xBets, and Arcadeum.
Compilation of research studies on every Arbitrum Guild projects (ArbiAlpha)
& Performances.
New projects to look for (schizoxbt)
Find projects from the Solana Hackaton, NewOrderDAO, and more.
Top 4 AI Crypto Projects (c_storry)
The AI Narrative is not the narrative currently in the spotlight in crypto, however you should keep in mind these projects for the next time there are big moves in AI.
A comparison between 5 RWA Projects (fitforcrypto_)
To answer the two following questions:
What do the projects deliver?
What are their unique features?
5.2/ Research Studies
6/ Bonus
Mental Health in Crypto and how to refresh your mind (f000xft)
Might be obvious but sometimes it’s good to be reminded.
10 crypto newsletters to stay ahead of the curve (0xFinish)
I’m in there!
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_.
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Everything here is NOT Finance Advice and purely informative.
Amazing collection. Thanks!