ToE's Weekly Highlights #1

The virgin newsletter!

Happy Sunday folks! This is my first newsletter and it is a collation of all information I have come across in a structured manner.

Hope you enjoy the content and let me know if you find that anything else can be improved. Find me on twitter here.

1. Marco news

Last week the NFP data was out and we all got a surprise.

What the hell is going on with the US labor market?

Alf@MacroAlf

What the hell is going on with the US labor market? A thread. 1/

3:14 PM · Dec 2, 2022

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453 Reposts · 2.5K Likes

rektdiomedes@rektdiomedes

-Skilled labor shortage in US (going to be huge story this decade) -Massive declines in fertility (note: not just *fertility rate* but *actual fertility* as in ability to have kids) -Rise of young educated crypto-native population in Africa

Patrick | Dynamo DeFi @Dynamo_Patrick

What's an important story right now that almost no one is talking about?

2:56 AM · Dec 8, 2022

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42 Likes

Then, how could folks capitalise on these trends? Lets look at the possible macro investments thoughts laid out by @rektdiomedes

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

11:34 AM · Dec 5, 2022

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190 Reposts · 697 Likes

2. Trending Narratives

Top 3 upcoming trends in DeFi by @0xYugiAI; Aggregators, Cross-chain, User-friendly UX/UI

Yugi AI ⛩@0xYugiAI

Top 3 upcoming trends in DeFi • Aggregators • Cross-chain • User-friendly UX/UI Why do these trends matter for #DeFi 🧵👇

3:52 PM · Dec 2, 2022

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101 Reposts · 435 Likes

No one is talking about L1

Crypto Boomer@marwolwarl

1/ "Why don't you talk about L1s/L2s anymore?" Thats a strategy I recommend to those who don't 'get' crypto who by doing that approach can still make money in the long term. I don't buy those or recommend them to those with a 'crypto brain' because they can do better than that

6:19 AM · Dec 3, 2022

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4 Reposts · 30 Likes

But if forced to pick on which alt L1 are people are most bullish on for next 2 years, they are generally bullish towards Binance Smart Chain (BSC) through a poll done by @rektdiomedes

rektdiomedes@rektdiomedes

If forced to pick, which alt L1 are you most bullish on for next 2 years?

6:50 PM · Dec 2, 2022

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6 Reposts · 27 Likes

3. Defi Happenings

Yearn Finance revamped their tokenomics with veYFI. How does it affect $YFI and will it breathe new life to Yearn?

Minty@DeFiMinty

After many long months, veYFI is Finally coming to @iearnfinance. How does the Revamped Tokenomics affect $YFI and will it breathe new life to Yearn? Let’s take a look. 🧵

5:02 PM · Dec 2, 2022

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14 Reposts · 30 Likes

Prism coming to Cosmos

The DeFi Investor🦇🔊@TheDeFinvestor

Another well-known protocol coming to Cosmos. In Terra's days of glory, Prism had over $500M TVL. @dYdX and @mars_protocol will also launch their own Cosmos chain soon. Appchain Thesis is getting more popular🪐

PRISM @prism_protocol

Introducing Prism v2 — The Yield-Optimized Layer 1 Blockchain Prism is the first layer-1 blockchain dedicated to the harvesting, trading and utilisation of yield. Prism is built using the @cosmossdk. Read more here ➡️ https://t.co/Ews6ORqNJd Thread below 👇 https://t.co/uZopTj5p24

11:39 AM · Dec 2, 2022

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1 Repost · 34 Likes

Swapfish one pager

Louis Albert (💙,🧡) (🌸, 🌿) (L3, ❄️)@Gem_Cryptolife

👏 An Overview of @SwapFishFi 's idea, features, tokenomics and other aspects. 👉#SwapFish is a Decentralized Exchange Protocol native to the Arbitrum blockchain. 👉 What an amazing project!. More details 👇 #Arbitrum #Swapfish #ArbitrumSpace

11:27 AM · Dec 2, 2022

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1 Repost · 2 Likes

CamelotDEX launched its private sale and @defi_mochi looks at how it differentiates itself from the other maintstream DEXes through data analytics.

Defi_Mochi@defi_mochi

@CamelotDEX is a customisable DEX built on @arbitrum that grew TVL by 61% in a week reaching almost 18m in TVL! What distinguishes @CamelotDEX from other mainstream DEXes on @arbitrum ? I crunched data with @DuneAnalytics to help you find out! 📊📈🧵 0/16

4:08 AM · Dec 9, 2022

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33 Reposts · 116 Likes

Despite USDN recent depegging and along with many other stablecoins that lost the faith from the community, FRAX build resilience as a stablecoin protocol and how it achieves its end game goal.

0xwintersoldier.lens🌿@WinterSoldierxz

1/ How do you build resilience as a stablecoin protocol? Peg stability, sound monetary policy, and ample liquidity. What if you could algorithmically program these characteristics AND survive a $900M supply shock? @fraxfinance did. Here’s how ⬇️

1:08 PM · Dec 2, 2022

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15 Reposts · 72 Likes

Jinete Sobre Cohete (💙,🧡)@VaLaClavo

How Frax plans to achieve its endgame vision? By using just one real world asset. Thread below 🧵

11:21 PM · Dec 1, 2022

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19 Reposts · 82 Likes

4. Educational resources and tools

150+ Free Udemy Certificate Courses

https://www.reddit.com/r/udemyfreebies/comments/zgp1aa/150_free_udemy_certificate_courses/

A Megathread on @DuneAnalytics resources shared by @defi_mochi

Defi_Mochi@defi_mochi

Many have asked me about I learn @DuneAnalytics on my own and build dashboards in just 2 months. So I've compiled a list of resources in a STEP by STEP guide that can take you from ZERO to WEB 3 Data Analyst with @DuneAnalytics ! A Megathread on @DuneAnalytics resources! 0/10 👇

12:46 AM · Dec 2, 2022

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292 Reposts · 993 Likes

5. Spicy Crypto Drama

Bitboy calls out a woman for being a child molester when she has evidence of him being a scammer

FatMan@FatManTerra

Terrifying video BitBoy gives the floor to this woman, assuming she has no evidence of him being a scammer She brings up the ZachXBT threads. He realizes that she has legitimate evidence, so he suddenly cuts her off and starts yelling that she's a child molestor. Just WTF.

1:37 AM · Dec 2, 2022

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3.81K Reposts · 25.1K Likes

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