Already get ready to ride the outperforming ones on dead cat bounces

They are made merely by narratives, not by fundamentals

"It's easy to write messages here. It's harder to ship things"

Sam

Don't forget this

https://twitter.com/noahseidman/status/1490676763340546054

Scary prediction: legendary #Ethereum dapps will build their own rollups-based appchains, making the hustle and bustle of L2 space.

I mean scary for others who have stolen TVL from the lowkey King.

We're gonna have an OP summer 🔴🔴

The plane will take off higher than it did back in the mini Arbitrum summer

Reasons:

- Arbitrum didn't have their own native token back then => No vampire attacks, no value accrual on any final destination, which eventually boost up the grow of all eco, no massive increase of new projects. The standard infrastructure/dapp eco summer is Avalanche's or Solana's. Optimism has their own native token.

- OG DeFi protocols will form up the game (Synthetix, etc)

- Rumor: Wintermute will get involved in the launch of OP

- OP summer will come along with many major movements in Ethereum & L2 space. Starknet eco, StarkEx-used projects, The Merge, Arbitrum airdrop (possibly), zksync should also have some new updates.

I also believe there'll be more native projects to be launched on Optimism just like Dopex, GMX, Jones, etc on Arbitrum

BTC needs to go sideway or ride at least a slight pump anyway

Big capitals initiate dramas, small & quality ones provide alphas

Ít người để ý những quỹ hàng đầu hiện tại trong giới crypto hoặc là của bên đầu tư mạo hiểm truyền thống có sẵn capital foundation nhảy sang, hoặc là của một số OGs đã sống qua mùa đông 2018-2019, tận dụng được DeFi summer từ khi công chúng chưa thành hình keyword DeFi trong đầu và từ đó có capital foundation + network đã tạo lập được với các OGs khác để thành những người điều phối thị trường. Một việc họ rất giỏi trong các việc tạo ra twitter dramas và lèo lái cộng đồng F0. Một ví dụ điền hình là Zhu Su bên 3AC do cổ vũ L1 Avalanche mà FUD Ethereum (https://t.me/hanjayy0/87), sau đó âm thầm mua lại ETH vào hồi 11/2021.

Market có nhiều builders chất lượng hơn nhưng cũng có nhiều người xén lông cừu hơn. 2019 naive building vibe is gone.

Sigil Fund là một bên lowkey capital with report on transparent operation and great alphas anyway

https://www.sigilfund.com/blog/sigil-q1-2022-letter-to-investors-77/

Tóm tắt idea cho ai thuần về đầu tư

Có nghĩa bây giờ hãy follow bọn giỏi & mới vào & chưa giàu trong market ấy :))

Follow bọn giàu vch & là OG bây giờ thì chỉ được bọn nó úp bô vào đầu thôi. Mới bị Andrew Kang Mechanism úp bô nên hơi cay

Andrew, are you in this channel? lol

Modular & layered scaling solutions to watch in the upcoming time

- Ethereum rollups
- Avalanche Subnets
- Near sharding
- Cosmos zones

Day dreamers, think that we are waiting for Mania

I love to be a day dreamer

This is what first-mover advantage looks like. Working-hypothesis early players are raising more and more and consolidate attention even in the bear, whereas some newcomers are desperately trying to sell items in their primary sales which are worth just a few thousand bucks

https://dareplay.io/news/illuvium-land-sale-closed-with-historic-success-raising-over-72m-in-total/

ALPHAS FOR #BUIDLING IN CRYPTO

As a writer, investor and buidlers in crypto for roughly 5 years, i think I have learnt many lessons in diversified types of crypto teams in diversified market statuses

- How crazy a contemporary financial trend could be

- What is it like to try to raise funds in the long winter - how desperate it could be

- What is it like to bootstrap 100% your team resources to build a product but then the product trend goes into another direction

- How fruitful the result could be if you plant the solid seeds in the long winter, patiently stick to your guns and keep doing/investing with the high-conviction spirit

- How to spend money ineffectively when your team is rich and has a relatively large treasury (compared to many others) even in the winter

- How easily to build a real product with real user-based and make money by surfing the crazy trends (much easier if you do the same thing in non-crypto world)

- How to become an ordinary ventures capital when everyone has money and becomes their own so-called ventures capital

- What is it like to try to become a solid ventures by focusing on solid researching, making solid content, and being surrounded by solid & serious & long-sighted buidlers

- What is it like to grow high public exposure for a project from scratch in the bull and raise million dollars

- What is it like to run a funded company (but not a lot) in the market that is so saturated

- What is it like to try to grow your personal brand without sharing no-brainer investment opportunities (ditch it completely)

Wow there's a lot to say 😅

Web3 Social is really taking off. Lens is in the radar of many. I found a gem ventures capital named Chapter One (Co-Founder of Rari Capital joins the ventures as a ventures partner)

Yash, the Head of Chapter One, managed to write a good thread on Lens. Check it out:

https://twitter.com/yb_effect/status/1535322631573884928

Let's see if I get liquidated. Strongly believe that I won't

Back to the basic, the fresh, and the legends

Để giữ vững niềm tin, đừng quên lý do chúng ta đã bắt đầu, những gì đã xúc tác và tạo nên ngành công nghiệp mới mẻ chúng ta đang ở trong.

Trở về với những thứ cơ bản nhưng là tinh tuý nhất là cách để bạn nuôi dưỡng niềm tin.

Bitcoin Whitepaper: http://bitcoin.org/bitcoin.pdf

Ethereum Whitepaper: http://ethereum.org/en/whitepaper

Why Decentralization Matters: https://cdixon.org/2018/02/18/why-decentralization-matters/

Web3/Crypto: Why Bother?: https://continuations.com/post/671863718643105792/web3crypto-why-bother

Placeholder's investment thesis: https://ipfs.io/ipfs/QmZL4eT1gxnE168Pmw3KyejW6fUfMNzMgeKMgcWJUfYGRj/Placeholder%20Thesis%20Summary.pdf

The case for a small allocation to Bitcoin: https://www.kanaandkatana.com/valuation-depot-contents/2019/4/11/the-case-for-a-small-allocation-to-bitcoin?utm_source=pocket_mylist

The Quiet Master of Cryptocurrency: https://tim.blog/2017/06/04/nick-szabo/

An (Institutional) Investor’s Take on Cryptoassets: https://s3.eu-west-2.amazonaws.com/john-pfeffer/An+Investor%27s+Take+on+Cryptoassets+v6.pdf

Beyond the Bitcoin Bubble: https://web.archive.org/web/20220613230645/https://www.nytimes.com/2018/01/16/magazine/beyond-the-bitcoin-bubble.html

Tweet gốc từ Jason Yanowitz từ Block Works: https://twitter.com/JasonYanowitz/status/1536488408926797826

Hmm things are getting worse. Thread by Cumberland

https://twitter.com/CumberlandSays/status/1536714435091480577

3AC lên Bankless shill ETH lên $25K mùa hè năm ngoái rồi đến mùa L1 shill AVAX và chê Ethereum đã bỏ rơi users, rồi dump ETH vào retail

https://twitter.com/davesaidthat_/status/1536868175119278083

deploying more capital. steady lads 😂