Selection of the Best Threads - Omnichain Knowledge, Pendle, LSDfi, Wallets to Track, Early Projects & Alpha, Macro Events & Catalysts, And More
The best knowledge on crypto curated for you
GM frens.
Today is a big recap of the past few days. Alpha-packed as always.
We should be arriving in more boring stages of the cycle, still punctuated by rugs, hacks and other bad news. It’s not time to give up on learning, and preparing for the bull run.
It is time to accumulate strong assets too, and do your Research.
Let’s get straight to the knowledge!
In Today's Selection of the Best Crypto Threads, we'll have the following Topics:
DeFi Knowledge
RWA Narrative
Omnichain Knowledge
Macro, Events & Catalysts
LSDfi Narrative
Wallets to Track
Pendle Content
Crypto Tools
Early Projects & Alpha
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
Multi-chain, Cross-chain, Ominchain, the Guide (ernestxavier_)
Real-World Assets Narrative (ViktorDefi)
Growth Drivers, Investors, Utility, and more.
+ Stobox Presentation, an RWA Infrastucture.
The different Types of zk-EVMs (jinglingcookies)
With their advantages & disadvantages
OP Stack & Superchain by Optimism, Explained (0xCrypto_doctor)
What is OP Stack
Problems of 1 off solution
Superchain Thesis
Personal View
Halving and its Impact on Price (MoneyCrptBunny)
Fundamentals of Pendle with PT & YT Tokens (yieldinator)
2/ Thoughts, Opinions & Analyses
Thoughts on Macro, Crypto and the Future (CoinNotes_io)
Thoughts on the “Last Great Cycle” Thesis (CryptoGirlNova)
I do agree that there will always be opportunity, I’m however a bit concerned by the amount of projects (and shitcoins) being launched, and how fragmented the investments and volume can be.
A new cycle still needs to bring new liquidity and new investors. And investors need to be educated enough to find the fundamentally good assets.
Lessons from the Last Bull (Louround_)
Thoughts on NFTs and the NFT Holder Complex (francescoweb3)
Linked with the most recent NFT Fiasco with Azuki Elementals.
Possible Solutions to Cross-Chain Bridges (TheDeFISaint)
A Plan to prepare for the next step of the Cycle (Rancune_eth)
Presales, Airdrop, Research, and more.
Why vAMMs are doomed to fail (0xfoobar)
Virtual Automated Market Makers (vAMMs) are based on the concept of the AMM. The AMM is a system that provides an automated smart contract platform where traders can perform token swaps using liquidity from liquidity providers.
A vAMM is like a uniswap v2 pool without any actual liquidity, it simulates having liquidity.
The State of Liquid Staking & LSDfi (stacy_muur)
Liquid Staking explained, and why is it booming along with LSDfi.
Analyses & Comparison of 4 LSD Stablecoin Protocols (Moomsxxx)
Lybra, Raft, Lucid & Gravita.
Analysis of ARB via 7 Charts (Deebs_DeFi)
Definitely a strong asset long term and for the next bull run.
Not sure about the price action from a short-term perspective.
Wallets of Influencers & Skillful Traders (CryptoGideon_)
More Wallets of Crypto People (belizardd)
Analysis of Curve CEO’s Wallets (0xFinish)
With multiple tools.
Case Study of a Public Sale (Louround_)
With Spin, and how to evaluate presales in general.
Pendle Growth Opportunities (0xTindorr)
3/ Advice, Tools & Guides
What to do with PENDLE (phtevenstrong)
A Strategy to accumulate PENDLE (eli5_defi)
And an interesting strategy benefiting from upfront yield offered by Flashstake.
The whole ecosystem around Pendle allows for a wide range of strategies.
Long-short ETH Strategy (the_smart_ape)
Selection of Useful Crypto Tools (dealerdefi)
And Presentation.
How to use ChatGPT with the DefiLlama Plugin (0xFinish)
You need a ChatGPT Premium Subscription ($20/month) for this.
This truly makes research easier.
How to track Deployer Contracts and find new Gems (DeFiMinty)
An Etherscan Guide.
5 Crypto Safe Tools (CryptoGirlNova)
To keep your assets safe.
Defi Wars, a Peg & Liquid Staking Wars Tool (CryptoNikyous)
Mega Selection of tools (nobrainflip)
+ Threads explaining the Tools
+ An Interactive Dashboard
4/ News & Events
Upcoming Macro Events (_FabianHD)
Macro Update (arndxt_xo)
Macro Events
Bitcoin Buzz Indicator
Bitcoin ETFs
US Economic Indicators
Market Review
Major Highlights of the Past Week (CryptoGirlNova)
The Most Recent News (0xSalazar)
Unfortunately with an exploit of Rodeo Finance.
8 Insights of Binance’s State of Crypto Report (Moomsxxx)
DeFi Numbers, Bitcoin ETF, TVL numbers, NFTs and more.
Velodrome Catalysts (GarrettZ)
On Camelot Grant (LouisCooper_)
Finally some movement for GRAIL.
Numbers on Camelot Grant (_FabianHD)
Crypto Events & Unlocks this Week (Dynamo_Patrick)
Mandatory KYC for Kucoin. Bearish on CEXes.
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
5 Shiny New Arbitrum Tokens (Defi0xJeff)
Not the newests but still have potential.
Most of them have been on a downtrend for a while, wait for Catalysts and reasons for the downtrend to be broken out.
Starknet Projects (0xFinish)
To be early on this ecosystem + potentially farm the airdrop.
Top 10 Protocols attracting Capital Lately (crypthoem)
Some are brand new like Vaultka.
Coinbase Ventures’ Investments for 2023 (Flowslikeosmo)
Maverick, Connext, Hourglass, and more.
A couple of them in the lists that I’ve never heard of, so always interesting to find out about projects.
Top 5 Innovative new DEX (DefiIgnas)
Maverick, Ambient, Shell, Swaap, and Mangrove introduced.
5.2/ Research Studies
A Dozen of Individual Research on Projects gathered by me (CryptoShiro_)
With Alpha & Catalysts.
6/ Bonus
A Comics Storytale of Web3 Gaming (wacy_time1)
ChatGPT + a Plugin to retrieve info from Youtube Videos (Deebs_DeFi)
With GPT4 Premium Subscription.
Lists to find Alpha on Twitter (splinter0n)
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.