Selection of the Best Threads - BlackRock's Bitcoin ETF, Macro Events, Bitcoin Metrics, LSDfi Wars, DeFi Knowledge, Early Projects, And More
The best knowledge on crypto curated for you
GM frens.
Enjoying the pump? We’ll learn today about BlackRock’s ETF announcement and what it means for crypto.
If you missed my latest portfolio thread, here is what I’m publicly currently holding on Arbitrum:
I also have some pre-sale investments and other investments on Arbitrum that I haven’t disclosed yet.
In Today's Selection of the Best Crypto Threads, we'll have the following Topics:
DeFi Knowledge
Technical Analysis & Investment Strategies
Modular Blockchains
Bitcoin Metrics & Price Analysis
ETF & BlackRock’s Bitcoin ETF
LSDfi Wars
Research Tools
Yield Strategies
Arbitrage
MEV
Macro Thoughts
Early Projects & Gems
And much more!
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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
Basic DeFi Knowledge for Beginners (0xCrypto_doctor)
A dictionary of the most important words/concepts in DeFi.
Nothing new here for you I’m guessing, but might be useful if you wanna share with your beginner friends.
What are Real-World Assets? (Haylesdefi)
How they’re used in DeFi, the growth potential, the challenges, and some strong RWA Protocols.
Compilation of Technical Analysis Threads & Investment Strategies (MacnBTC)
I don’t know much about Technical Analysis and I don’t use it so much, however it is still interesting to learn about the basic concepts of it.
What are Modular Blockchains? (Moomsxxx)
And promising projects.
How ERC6551 will change the ways NFTs are used (0xCygaar)
And how On-chain Identities will evolve.
MEV Resources (bytes032)
And much more resources on various topics on Darrenlautf’s notion page.
Curve & crvUSD Mechanics (eli5_defi)
crvUSD is a stablecoin developed on Curve that utilizes a unique AMM algorithm called Lending Liquidation AMM Algorithm (LLAMMA).
This algorithm and innovative arbitrage employs a soft liquidation mechanism, contributing to enhanced stability for the crvUSD peg.
Uniswap V4 Deep Dive Thread (poopmandefi)
Uniswap V4 is set to revolutionize the space with 3 new concepts, that you will discover reading this thread.
2/ Thoughts, Opinions & Analyses
Bitcoin to reach a new ATH this year (ChillTRD)
Interesting analysis. I do believe we’ll see new highs for Bitcoin this year (we’re actually seeing one right now).
However I also believe we’ll need to wait for after the Halving to see a new ATH. Too many people are waiting for it and it has become a narrative.
Thoughts on Bitcoin Price and Risk Factors (_FabianHD)
Thoughts on Bitcoin Dominance (IamZeroIka)
Pay attention to the money flow.
Thoughts on Bitcoin ETF (alpha_pls)
Ethereum Metrics & Potential (zerototom)
Summary of Binance’s LSDfi Report (Moomsxxx)
What is LSDfi, Market Share, Ecosystem, Growth, and more.
LSDfi Wars Analysis (defi_mochi)
Metrics on Pendle, Maverick, Raft, Lybra and more.
A few Narratives & Innovations to keep an eye on (lou_markets)
zk Rollups, MEV Protection, Bots, Wallets, and more.
9 Whales to track and how to Repeat their Success (leshka_eth)
With different portfolio sizes.
Whales is not always smart money though, so don’t copy them blindly.
Thoughts & Analysis on Ethereum Yield Curve (DeFi_Made_Here)
3/ Advice, Tools & Guides
Tips to keep your wallet safe (Axel_bitblaze69)
Know the simswap scam, use 2FA, and more.
8 Tools for Research & Analysis (Hercules_Defi)
Messari, Bubblemaps, Dune and more.
Guide to use Bubblemaps, a visual tool to spot potential pump & dump, and more (DeFiMinty)
10 Tools to stay safe and avoid rugs (Flowslikeosmo)
PeckShield, Rug Doc, DeDotFi, and more.
How to use Alphascan to find the next 100x (GeorgeZiozas)
Strategies for accumulating ETH and Maximizing yield using Pendle (0xTindorr)
Short-term and long-term strategies, on Arbitrum.
Arbitrage Guide (the_smart_ape)
Arbitrage involves taking advantage of the price difference between two exchanges (centralized or decentralized).
Find 4 strategies, from simple to complex.
Guide to use Uniswap v3 (2lambro)
Teaching you how to:
Sell ETH at your target price + earn yield
Buy ETH at your target price + earn yield
Earn yield if you think the price will bounce in your target range
Guide to create your own trading bot with chatGPT (the_smart_ape)
4/ News & Events
What you need to know on Blackrock’s Bitcoin ETF (thehiddenmaze)
Blackrock filed for a BitcoinSpot ETF.
Blackrock is the biggest asset manager on planet Earth.
Learn what it could trigger.
More on BlackRock (arndxt_xo)
Macro Thoughts & Events (rektdiomedes)
Binance announced opBNB, a new Rollup (OvrCldJonny)
opBNB is based on the bedrock version of the Optimism OP Stack that is EVM-compatible.
This rollup is built on top of the existing BNB Chain and not Ethereum Mainnet.
Polygon 2.0 Announced (0xMughal)
zk Tech, SEC issues, and changes to tokenomics.
The US launching their own crypto exchange (CryptoGirlNova)
Rodeo Public Sale (Rodeo_Finance)
June 27th.
Rodeo is a leveraged yield protocol. Amplify LSD & Arbitrum yields.
Another contestant in LSDfi.
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
Most promising LSDfi projects (Flowslikeosmo)
And Catalysts.
Cosmos ecosystem & Gems (schizoxbt)
Berachain with testnet coming soon, Celestia for Modular Blockchains, Axelar for interchain, and more.
PendleV2 101 (Rightsideonly)
Compilation of educational resources on Pendle.
6 Early projects with huge Potential (0xCrypto_doctor)
Raft, Rodeo, Entangle, and more.
10 Projects building with Sei (MercyDeGreat)
First mover advantage on Sei.
Top Projects backed by Binance Labs (belizardd)
Binance Labs invested in Polygon, Sandbox, Axie Infinity, and MultiversX, among others.
The Latest Investments by the 3 leading VCs (MrKucheryvyy)
Polyhedra, Worldcoin, LayerZero, Aztec, EigenLayer, and more.
5.2/ Research Studies
Individual Research on Projects gathered by me (CryptoShiro_)
6/ Bonus
The most disappointing moments in web3 history (LambolandNFT)
Interesting events that happened in the NFT world.
10 Smart People to follow on Twitter (rektdiomedes)
Interactive Dashboard to know how bridge to 50 chains easily (leshka_eth)
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.