Selection of the best threads | 12/04 - 12/07

The best knowledge on crypto curated for you

GM frens. Welcome to all new readers, we’re soon to be 100! Thank you guys, this is just the beginning, crypto is here to stay and we are too!

If you missed the latest airdrops edition, you can find it here:

Airdrops to hunt | 12/05 - 12/08

Let’s start right away with the best content and alphas from Crypto Twitter in the past few days!

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In today's edition of the selection of the best crypto threads (12/04 - 12/07), we'll have:

• Data on fundraising in crypto

• A comparison of @optimismFND & @arbitrum

• A macro views for Tradfi & Crypto before CPI & FOMC

And much more! 👇

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In a bear market we can expect way less fundraising as it's scarier for investors, and the return on investment less certain.

It can be a signal to keep an eye on for a market bottom. But how bad are the numbers compared to the past bull market?

A thread by @DefiIgnas

Ignas.lens | DeFi Research @DefiIgnas

1/ This November was the toughest for crypto fundraising in two years. Total financing dropped by 84% year-over-year: $850M vs. $5.25B in Nov 2019. A thread on crypto fundraising 🧵

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I might be a big fan of Arbitrum, I keep in mind that it does not matter since the best practice is to go where the money is flowing.

Optimism is also a great L2 and learning about its features and its biggest protocols is of great importance.

A comparison by @Slappjakke

slappjakke.eth 🤌 @Slappjakke

Layer 2 season is one of the strongest crypto narratives, and I think it will be comparable to layer 1 season last bullrun But each Layer 2 needs a flagship protocol for the ecosystem to thrive A comparison of @optimismFND and @arbitrum flagship protocols and ecosystems 🧵👇

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Don't ignore macro.

Markets are moving with macro events. Crypto is great but the total capitalization is small, and we tend to forget how “insignificant” crypto is compared to the traditional finance and the world economy.

@_FabianHD provides us with great views on CPI/FOMC, how it could affect crypto, liquidity, and how he invests in consequence.

Fabian D. @_FabianHD

We just got through a big week of data releases and, as promised, here are my updated views for Tradfi and Crypto assets going into the two most important macro events of the month - CPI (Dec 13) and FOMC (Dec 14) 🧵👇

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@ColdBloodShill pulled a x40 in 4 weeks.

Learn with this thread about his thought processes, trading approach and discipline.

Cold Blooded Shiller @ColdBloodShill

$7.5k -> $300k in 4 weeks. A *thread* of as much alpha as I can pack in on the process, discipline and conditions required for pulling this off. There's hopefully some helpful snippets or thought processes you can take away from this. Survive, and wait for opportunity. 🧵

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You probably know already @LouisCooper_, he provides real value and finds gems for his community.

A master thread of all his deep dives on protocols 👇

This is a massive thread with 30 projects researched.

DYOR and find your gem here.

Louis Cooper (💙,🧡) @LouisCooper_

A master thread of all my deep dives & updates on protocols Find your next real yield gem here 💎 🧵 👇

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We've talked many times of @DefiLlama, you know this is a powerful tool. But do you know how to use it to its full potential, to find yields for example?

7 features of DefiLlama’s yield tool illustrated in video by @Dynamo_Patrick

Patrick | Dynamo DeFi @Dynamo_Patrick

Using DefiLlama to its full potential is ESSENTIAL if you're doing fundamental analysis in crypto. But most people don’t realize that it also has an extremely powerful yield tool. Here are 7 features of DefiLlama’s yield tool that you can use to find the best yields in DeFi 👇

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Arbitrum being the place where things are currently happening, there is a lot of opportunity, but also risks due to bad/scam projects.

Preserving your capital by avoiding these pitfalls will allow you to invest more sustainably in arbitrum's gems.

A thread by @Crypt0_Andrew

Crypto Andrew ✍️🧠 @Crypt0_Andrew

Some current Arbi eco thoughts ⬇️ 1️⃣ I’ve noticed an increased number of rugs on Arbitrum recently, which was expected as it is the hottest chain right now 🔥 I haven’t lost money in any, but still think that it’s better to avoid any meme/poor quality low cap these days imo 🔒

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Pure alpha on an innovative upcoming protocol, @GammaSwapLabs, that might allow new ways of trading.

A very well-illustrated thread by @ologai

Ologai @ologai

Once in a while, a protocol opens new markets in DeFi. @GammaSwapLabs is one of those, allowing trades on VOLATILITY. Let’s find out how they achieve this 🧵

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Another resource to read to protect yourself from scams.

How to spot scam project on presale, by @CryptoGirlNova

Crypto Nova @CryptoGirlNova

1) We see SCAM projects or presales launch on a daily base. While some are easy to spot, others are not. REAL ongoing example 🧵👇

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People tend to overlook Avalanche, but it is still one of the leading L1s, still strongly building. Surviving to a cycle reinforces its status.

@TheDeFinvestor presents a list of quality upcoming projects on Avalanche.

The DeFi Investor🦇🔊 @TheDeFinvestor

Now it's a great time to explore the #Avalanche Ecosystem. A new wave of protocols will soon start calling Avalanche home. A list of high quality protocols coming to the red chain🔺

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BONUS:

@rektdiomedes's Macro Investments for 2023.

These are not crypto investments but still really interesting. Diversifying your assets is recommended.

rektdiomedes @rektdiomedes

Thread: My Macro Investments Going Into 2023 🧵 Alright my friends, so this is a sequel to my recent similar thread(s) on my crypto positions going into the new year... This one is on my macro positions :) 1/x

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To go further: Projects

This category is for people looking for projects to research.

If you did not have enough content with the previous threads, you’ll learn more about new projects here.

Low-cap projects to not pass up

Cyril - DeFi @cyrilXBT

Low-cap projects may provide some of the highest gains in today's cryptocurrency market. After covering more than 100 projects 💎 Here are some of the top low-cap initiatives that you should not pass up. A thread 🧵

6 promising Arbitrum projects searching for builders, and why it matters

korpi @korpi87

Investing in great builders in 2019 (e.g. $AAVE, $SNX) were "simple" 100-1000x. I analysed top Arbitrum projects searching for builders willing to ship through the bear market and found 6 promising ones. Check why I believe they have potential to outperform the market. 🧵👇

The most addicting project on Arbitrum: $BFR

DefiDog🫐(💙,🧡) @ArbiAlpha

Here is a quick thread on what has to be the most addicting Arbitrum project. Exciting catalysts are coming for this project soon⏰ A quick thread on $BFR 🧵👇

Top high cap picks

Crypto Nova @CryptoGirlNova

1) It's no secret that the MOST safe returns often come from high cap projects. After writing threads on more than 50 projects here are my TOP high cap picks for the future. 🧵👇

Fantom could be the ultimate Layer1 solution

hoeem (🌊, 🏴‍☠️) @crypthoem

There are over 50 MILLION monthly Web3 users. Most of you don’t know what could be the ULTIMATE Layer 1 solution. Here are 5 reasons why Fantom (@FantomFDN) will become the powerhouse of Web3.

Updates on Synthetix and yield

DeFi Cheetah 🫐🦇🔊🌿 @DeFi_Cheetah

Important updates of @synthetix_io with huge ALPHA!!!! With almost 60% APR by staking $SNX, perhaps it is one of the better options to earn yield in the current market. What if I tell you there could be further upside in the next few months? 🧵👇👇

100x potential projects to keep an eye on

Cyril - DeFi @cyrilXBT

Current 100x potential projects to keep an eye on in my opinion ranked by size ↓ • $KAS • $CHNG • $TRIAS • $ROUTE • $AZERO Here are FULL threads on each project 👇 #Altcoins

4 groundbreaking projects on Arbitrum

xcPNP.lens 🦇🔊(💙,🧡) @xpnp404

Are you ready to experience the power of #Arbitrum? Discover these 4 groundbreaking projects and see what's next:

Why Umami is the project to keep an eye on for December

Midoji @midoji7

All eyes will be on $UMAMI during December - guess why? There's a great catalyst coming really soon 🔎Hint, On the way to onboading +1B$ institutional TVL Want to know more? Read on .. 👇👇 Btw, thanks @crypto_condom for this awesome masterpiece!

TideWeb3, a protocol for acquisition and retention of users in Web3

DΞFI RIDDLΞR (💙,🧡) @RiddlerDeFi

1/ In the 21st century, marketing is everything, even more so in #web3 Projects would kill for engagement and there's a protocol on @0xPolygon, @arbitrum, and any other EVM-compatible chain fixing this 🚀 There's a thread competition for ongoing where you can win $50✍️ 👇🧵

AmpliFiDefi, the perpetual yield protocol

Louis Cooper (💙,🧡) @LouisCooper_

Can real yield in perpetuity really exist in crypto? Let's see if @AmpliFiDeFi has made it possible: 🧵 👇

Spice Finance, an aggregated NFT lending liquidity

DΞFI RIDDLΞR (💙,🧡) @RiddlerDeFi

1/ NFTs have become a huge portion of web3 with billions of $$$ in volumes A protocol is coming soon to erase the distance between #DeFi and #NFT forever How? Let's take a look at @spice_finance 🔎 👇🧵

KromatikaFi, a multi-chain DEX aggregator

Caff @ChadCaff

$KROM @KromatikaFi is a multi-chain DEX aggregator, DAO and perps protocol with unique features. A Thread🧵👇:

DEXes on Arbitrum

xcPNP.lens 🦇🔊(💙,🧡) @xpnp404

Uniswap and Sushiswap are just the tip of the iceberg. Discover these lesser-known DEXes on #Arbitrum

Arbitrum Yield Season

Philipp (🌿,🌿) @PhilippInvest

I love cash flow. @arbitrum yield season has given me 2021 vibes so far. What strategies do I run? 👇

(be careful to understand where the yield comes from and if it is sustainable or not)

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That’s it for today frens!

A lot of threads today. You should choose wisely which subjects are interesting to you and which projects seems innovative, but don't forget that a little curiosity can lead you to discover new trends or potential gems!

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!