Forwarded from andy's journal
gm fam, put out a post tagging the best projects in the modular portfolio, I think if you pay attention to this narrative there is a TON of upside in 2024-2025, as seen by Celestia! LFG https://x.com/ayyyeandy/status/1732019840800473519?s=20
X (formerly Twitter)
Andy 🦇 🔊 (@ayyyeandy) on X
𝐇𝐨𝐰 𝐭𝐨 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐮𝐩𝐜𝐨𝐦𝐢𝐧𝐠 𝐌𝐨𝐝𝐮𝐥𝐚𝐫 𝐁𝐥𝐨𝐜𝐤𝐜𝐡𝐚𝐢𝐧 𝐞𝐱𝐩𝐥𝐨𝐬𝐢𝐨𝐧 𝐢𝐧 𝐟𝐢𝐯𝐞 𝐦𝐢𝐧𝐮𝐭𝐞𝐬:
I have the utmost conviction that building a 'Modular Blockchain Portfolio' is one of the best ways to capitalize on…
I have the utmost conviction that building a 'Modular Blockchain Portfolio' is one of the best ways to capitalize on…
Curvance just announced their seed round completion.
Offchain Labs, Sandeep, Wormhole, Frax DAO and many more notable projects.
To add to your watchlist.
Offchain Labs, Sandeep, Wormhole, Frax DAO and many more notable projects.
To add to your watchlist.
Tweets ala I turned $10,000 into $1,426,969 by trading shitcoins / farming airdrops / investing early are my butthurt.
Where's your super business bruh? Where's your own VC if you're that smart?
¯\_(° ͜ʖ °)_/¯
Where's your super business bruh? Where's your own VC if you're that smart?
¯\_(° ͜ʖ °)_/¯
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how-to-defi-advanced.pdf
7.8 MB
Btw if you're new to DeFi and looking for a very good manual, you'll love this.
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A collection of research posted this week ^^
General
➖ Glassnode: Gaining Ground
➖ Galaxy: Ethereum All Core Developers Consensus Call #123 Writeup
➖ Galaxy: December 1 | Trading Takes
➖ Galaxy: Top Stories of the Week - 12/1
➖ Galaxy: Galaxy's Digital Assets Academy
Market
➖Coinbase: Weekly: Rising Tides
➖SSRN: Price Discovery in Cryptocurrencies: Trades versus Liquidity Provision
➖SSRN: Does Crypto HODL Culture Make Sense?
Blockchains & networks
➖ 4pillars: The Fellowship of The Rollups: Rollup Framework, Shared Sequencer and RaaS
➖ 4pillars: EAS, the Base Layer for Attestations
➖ 4pillars: Layer N, Envisioning the Ideal Architecture for Modular Blockchain
➖ ConsenSys: Ethereum Evolved: Dencun Upgrade Part 4, EIP-7514 & EIP-1153
Tokens & currencies
➖ CoinGecko: Countries Where Cryptocurrency Is Legal vs Illegal
➖ SSRN: Interoperability aspects of CBDC across ecosystems and borders
GameFi & NFTs
➖ SSRN: Analyzing the Economics of Rarity in Collection Items - The Case of NFTs
General
➖ Glassnode: Gaining Ground
➖ Galaxy: Ethereum All Core Developers Consensus Call #123 Writeup
➖ Galaxy: December 1 | Trading Takes
➖ Galaxy: Top Stories of the Week - 12/1
➖ Galaxy: Galaxy's Digital Assets Academy
Market
➖Coinbase: Weekly: Rising Tides
➖SSRN: Price Discovery in Cryptocurrencies: Trades versus Liquidity Provision
➖SSRN: Does Crypto HODL Culture Make Sense?
Blockchains & networks
➖ 4pillars: The Fellowship of The Rollups: Rollup Framework, Shared Sequencer and RaaS
➖ 4pillars: EAS, the Base Layer for Attestations
➖ 4pillars: Layer N, Envisioning the Ideal Architecture for Modular Blockchain
➖ ConsenSys: Ethereum Evolved: Dencun Upgrade Part 4, EIP-7514 & EIP-1153
Tokens & currencies
➖ CoinGecko: Countries Where Cryptocurrency Is Legal vs Illegal
➖ SSRN: Interoperability aspects of CBDC across ecosystems and borders
GameFi & NFTs
➖ SSRN: Analyzing the Economics of Rarity in Collection Items - The Case of NFTs
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Gm, fam! Enjoy your weekend!
Btw, my Arkham bounty is still live and you have 15 days left to submit your research 😉
Learn to DYOR through practice.
Btw, my Arkham bounty is still live and you have 15 days left to submit your research 😉
Learn to DYOR through practice.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Stop consuming secondary alpha. Be the producer of insights.
Lack motivation? No problem.
Today, I'm launching my first @ArkhamIntel challenge. It's a quest to incentivize my community to dive deep and DYOR.
The reward? 700 $ARKM.
The details? Find them…
Lack motivation? No problem.
Today, I'm launching my first @ArkhamIntel challenge. It's a quest to incentivize my community to dive deep and DYOR.
The reward? 700 $ARKM.
The details? Find them…
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Happy Sunday, champs ❤️
Hope it's not raining as hell on your end 😉
Hope it's not raining as hell on your end 😉
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Learn to take profits.
Bought at $0.1 → Sold at $0.17 → Re-entered at $0.14 (if there's conviction).
Did this thing this week with:
• $QI (will re-enter)
• $LINK (will re-enter)
• $FXS (partially, will re-enter)
• $MBX (not sure about re-entering)
• $NEBULA (not sure about re-entering)
Bought at $0.1 → Sold at $0.17 → Re-entered at $0.14 (if there's conviction).
Did this thing this week with:
• $QI (will re-enter)
• $LINK (will re-enter)
• $FXS (partially, will re-enter)
• $MBX (not sure about re-entering)
• $NEBULA (not sure about re-entering)
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Just dropped an infographic of the RWA ecosystem highlighting some protocols that are not widely covered on CT + research framework for them.
Enjoy!
Enjoy!
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Nerds, this is for you ↓
Just dropped a curated list of 20 research papers that will help you navigate the trends for 2024.
You'll love it 😉
Just dropped a curated list of 20 research papers that will help you navigate the trends for 2024.
You'll love it 😉
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
2023's top 20 must-read research articles for navigating 2024 trends ↓
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For seasoned degens:
A compilation of must-read threads on flipping memecoins like a pro by my friend Winter Soldier.
A compilation of must-read threads on flipping memecoins like a pro by my friend Winter Soldier.
X (formerly Twitter)
Winter Soldier ❄️🙋🏻♂️ (@WinterSoldierxz) on X
Bitcoin slowing down = ALT SEASON
This is where millions are made
Here are my top 10 step by step guides for maxxing your $$$ before Christmas
Let's get this 🍞
This is where millions are made
Here are my top 10 step by step guides for maxxing your $$$ before Christmas
Let's get this 🍞
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Gm, alpha hunters!
My friends from Moni (know the team for several years) have launched their social analytics tool recently. It's actually the best tool for this purpose I've tried so far.
So enjoy my overview, it's definitely worth having a look.
My friends from Moni (know the team for several years) have launched their social analytics tool recently. It's actually the best tool for this purpose I've tried so far.
So enjoy my overview, it's definitely worth having a look.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Ape's Guide: The ultimate framework for spotting early stage projects ↓
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