Eventful week with so many happenings in Crypto and with many key economic data out the past week. This will be a longer form newsletter with jam packed information. Lets go!
Hope you enjoy the content and feel free to connect me up on Twitter here .
Segmenting the megathread of content into 5 parts:
Macro news
Trending narratives
Defi happenings
Educational resources and tools
Spicy crypto drama
Big events this week laid out by @milesdeutscher
Miles Deutscher @milesdeutscher
This is a MASSIVE week.
🚨: Key dates to keep your eye on.
• Tuesday: CPI data
• Wednesday: FOMC interest rate decision
• Thursday: Retail sales & jobless claims data
• Friday: Services and manufacturing PMI
2:57 AM · Dec 13, 2022
90 Reposts · 376 Likes
In the beginning of the week, @Tree_of_Alpha shared the expected economic data and how he plays out with the CPI data and FOMC rates.
Tree of Alpha @Tree_of_Alpha
4/ My playbook is:
-Long 7.1% yearly CPI and below.
-Short 7.5% and above.
-Wait for FOMC odds to be priced in before making a decision for it.
Aiming for the typical 0.2% deviation from forecast to take a decent, non-pvp trade.
8:42 AM · Dec 12, 2022
51 Reposts · 334 Likes
Eventually, as the events unroll shared by @zerohedge …
FOMC Hikes By 50bps, Hawkishly Signals Rates Will Go Higher-For-Longer
zerohedge.com
FOMC Hikes By 50bps, Hawkishly Signals Rates Will Go Higher-For-Longer
7:05 PM · Dec 14, 2022
114 Reposts · 343 Likes
Beyond the economic data, the widespread phenomenon we will see is long-term worker shortages and the aging population will contribute to inflation. By @PendulumFlow
Pendulum Flow 🕰️ 🌊 @PendulumFlow
Blackrock agrees - long-term worker shortages and the aging population will contribute to inflation.
Their new outlook is a good read -
9:35 AM · Dec 15, 2022
2 Reposts · 14 Likes
Great time to discuss the macroeconomic outlook with @CryptoHayes. I might just do a summary of their discussions in separate thread. You can view the video here (updated as of 23 Dec) or read the summarised version here.
At the same time, things are happening rapidly in China shared by @SofiaHCBBG
Sofia Horta e Costa @SofiaHCBBG
All of this happened in China this week. A thread. 1/10
6:44 AM · Dec 16, 2022
598 Reposts · 3.29K Likes
As we approach the end of the year, many new year predictions came up and what do people think will be the next bull run catch.
69 Theses for 2023 by @redphonecrypto
redphone.eth @redphonecrypto
69 crypto theses/thoughts for 2023...
from the dark place under your feet
4:14 AM · Dec 15, 2022
251 Reposts · 802 Likes
Here are some future narratives you should be ready for by @kindahangry
1/ In the last bull market, people who took advantage of narratives early managed to outperform everyone else
Here are some future narratives you should be ready for:
🧵 👇
7:05 AM · Dec 15, 2022
202 Reposts · 633 Likes
Cross-chain interoperability protocols will play a key role in the next bull run by @TheDeFinvestor
The DeFi Investor🦇🔊 @TheDeFinvestor
Cross-chain interoperability protocols will play a key role in the next bull run.
Web3 apps are too fragmented - this is a significant barrier for mass adoption
A few projects building cross-chain infrastructure to monitor:
•
•
•
5:33 PM · Dec 15, 2022
16 Reposts · 122 Likes
Basically, L2'‘s, modular blockchains could be the key to a whole new world of crypto by @DefiIgnas
Ignas.lens | DeFi Research @DefiIgnas
1/ Modular blockchains could be the key to a whole new world of crypto.
And it's a growing narrative for the next bull run.
What makes them special, and why should you care?🧵
7:55 AM · Dec 13, 2022
207 Reposts · 607 Likes
With Twitter now under the helm of Elon, the social aspects of crypto is beginning to shape up and we see the one thing i noticed is with Elon's takeover of twitter, and the success of the crypto social media / web 3 comm landscape. By @BlockVerseCap
BlockVerse Capital @BlockVerseCap
1) one thing i noticed is with Elon's takeover of twitter, and the success of and others, the crypto social media / web 3 comm landscape has started to shape up. close to 100m raised and 1m followers on twitter for this specific sector. below some introductions:
2:18 PM · Dec 11, 2022
12 Reposts · 42 Likes
In the last bull market we had many topics that payed off: DeFi summer, Layer 1s, NFTs, unsustainable ponzinomics, metaverse and here are 7 upcoming narratives with the social aspects mentioned again by @Chinchillah_
7 narratives for the next bubble
During the last bull market we had many topics that payed off: DeFi summer, Layer 1s, NFTs, unsustainable ponzinomics, metaverse, etc etc.
Since some gigabrains say we may be given another bull in the future, what could the narratives be?
1/14
10:34 AM · Dec 11, 2022
176 Reposts · 492 Likes
Finally, probably one that will play out bigger than others would be a combination of many narratives, which could likely be options protocols on Arbitrum, which was mentioned many times. @Arbitrum_Space
Arbitrum Space (💙,🧡) @Arbitrum_Space
🔥 Options, along with Dex, is one of the most important elements in most ecosystems.
👉 Let's learn more about Options projects on the ecosystem today. The enormous new landscape that lies beyond it is barely getting started. 👇
1:36 PM · Dec 14, 2022
11 Reposts · 51 Likes
Out of the norm, this thread lists 60 NEW Layer 0/1/2 Blockchains and some of them will 20x, 50x or even 100x in the next bullrun by @thehiddenmaze
Crypto in Black (💙,🧡) @thehiddenmaze
Ignoring this thread will potentially cost you $1,000,000
Why?
It lists 60 NEW Layer 0/1/2 Blockchains and some of them will 20x, 50x or even 100x in the next bullrun.
$Matic, $ADA, $FTM $AVAX
4:01 PM · Dec 13, 2022
123 Reposts · 304 Likes
Buffer Finance OTC deal
https://superlauncher.medium.com/buffer-finance-otc-sale-on-superlauncher-v3-67539bb6eb84
Gearbox protocol raising funds of 3000ETH with FDV at around 150mil.
https://medium.com/gearbox-protocol/gear-cidered-liquidity-launch-explainer-37e5882f4d91
Gearbox ⚙️🧰 V2 LIVE @GearboxProtocol
Aaaand... is done 🔐 Incredible. 1500 $ETH hit within 60 seconds, and closing off 3000 $ETH max limit at the 30 minute mark. The contract no longer accept anything. Final settlement price 3000*1287/133997000 = $0.0288, $23M CMC.
"I aped, wtf did I do" time to research 🧵
Gearbox ⚙️🧰 V2 LIVE @GearboxProtocol
Now 👀 WHAT do you get?
1. You buy GEAR. That is, you essentially buy 50% of $GEAR for the $ETH you ape in with, at the final universal settlement price. You end up with GEAR/ETH Curve LP. For example, with 100 ETH you get 50 ETH / 50% GEAR worth at the final settlement price.
8:56 AM · Dec 15, 2022
81 Reposts · 241 Likes
IPOR Labs releases a new #DeFi primitive and a public good - Power Tokens. @ipor_io
🚨 BREAKING: After almost 2.5 years with barely any meaningful innovation in liquidity mining, IPOR Labs releases a new primitive and a public good - Power Tokens.
Read the announcement:
blog.ipor.io
Power Tokens: Incentives, Done Better
9:00 AM · Dec 15, 2022
605 Reposts · 709 Likes
Any guesses as to where you think the most robust stablecoin $LUSD will go next? @TokenBrice
tokenbrice.eth (🥚,🐔) @TokenBrice
The exists on the mainnet only
Yet it hasn't prevented $LUSD from reaching the shores of
Any guesses as to where you think the most robust stablecoin will go next?
It might even happen 🔜
7:52 PM · Dec 9, 2022
1 Repost · 27 Likes
Jam-packed Monday DeFi Market Alpha, you got to head into the thread to read this by @dennis_qian
MDMA: Monday DeFi Market Alpha
12/12/22
GDoc:
22 💊 in 🧵:
7:22 AM · Dec 12, 2022
10 Reposts · 51 Likes
A thread on Fantom technology, recent developments, and its roadmap by @TheDeFinvestor
The DeFi Investor🦇🔊 @TheDeFinvestor
/1 Fantom has seen exponential growth during the 2021 bull run.
But does it have potential going forward?
A thread on Fantom technology, recent developments, and its roadmap👇
4:01 PM · Dec 13, 2022
159 Reposts · 605 Likes
@rektdiomedes updates on his Polygon portfolio for this month - along with a new token added to it
rektdiomedes @rektdiomedes
Thread: Polygon Portfolio Update - December
🧵
Alright ya'll, here's an update on my Polygon portfolio for this month - along with a new token I've added to it :)
1/x
11:05 AM · Dec 15, 2022
61 Reposts · 253 Likes
@crypto_linn bags for Nov/Dec 2022
🉐 Crypto Linn @crypto_linn
Nov/Dec Buys for Transparency:
$PREMIA
$OATH
$KUJI
$MAGIC
$FXS
$ETH
$UMAMI
$BEETS
(in order of size)
👉 Just because I bought them does not mean you should.
🤌 I continue to feature teams that I feel are building and adding to crypto as a whole.
7:15 AM · Dec 14, 2022
2 Reposts · 57 Likes
History of Thorchain and its story by @Jaxxou
Do you wan to be entertained ??
The story !
A thread and i will add in the future 🧵🧵🧵
6:32 AM · Dec 16, 2022
32 Reposts · 146 Likes
How to find new crypto projects? by @CryptosEngineer
Crypto Engineer 🚀 @CryptosEngineer
How to find new crypto projects?
/THREAD
1:06 PM · Dec 11, 2022
70 Reposts · 151 Likes
Vote Escrow Megathread by @Slappjakke
slappjakke.eth 🤌 @Slappjakke
⚖️Vote Escrow Megathread ⚖️
Every day new projects create Vote Escrow solutions, and every day I see hundreds of users wondering how it works
⚖️Lock?
⚖️How long?
⚖️Is it liquid?
Lets dig into the details and differences of veTokens and veNFTs
$CRV $CVX $SOLID $VELO
🧵👇
11:12 AM · Dec 11, 2022
60 Reposts · 159 Likes
What is Berachain ? What is Proof of Liquidity? How do their native tokens play together? Who’s building on their ecosystem? By @eli5_defi
1/ ! Henlo!
What is ? What is Proof of Liquidity? How do their native tokens play together? Who’s building on their ecosystem? In this , we will discuss how plans to build a -native chain.
$BGT $HONEY $BERA
3:26 PM · Dec 11, 2022
76 Reposts · 214 Likes
How liquidity mining evolved to where it is today and can we do better? @0xPonzu
liquidity mining: can we do better?
a thread
read on, anon
2:34 PM · Dec 14, 2022
6 Reposts · 23 Likes
@blocmatesdotcom released a complete guide to RoboVault. If you have been looking for the market leader in next-gen delta-neutral vaults then this might be worth a few minutes of your time.
blocmates. Behind on DMs apologies @blocmatesdotcom
1/ The only profitable 'bot left on twitter?...
We just released a Complete guide to RoboVault...
If you have been looking for the market leader in next-gen delta-neutral vaults then this might be worth a few minutes of your time 🤖
blocmates.com
What is RoboVault – A Complete Guide. Blocmates.
2:00 PM · Dec 15, 2022
12 Reposts · 35 Likes
@blocmatesdotcom just released a @SturdyFinance complete guide on thier site.
blocmates. Behind on DMs apologies @blocmatesdotcom
Merry Brickmas 🧱!
We just released a What is - A Complete Guide on our site!
We cover:
🧱 Lending
🧱 Borrowing
🧱 One-click Leverage
🧱 Sturdy 1.0
🧱 wen token?
blocmates.com
What Is Sturdy Finance? – A Complete Guide. - Blocmates.
12:00 PM · Dec 16, 2022
5 Reposts · 24 Likes
Now, onto the fun part of the it.
FTX founder hopes to start new business to pay back FTX victims, saying he "did not commit fraud". By @BTC_Archive
Bitcoin Archive @BTC_Archive
BREAKING‼️ FTX founder hopes to start new business to pay back FTX victims, saying he "did not commit fraud" - BBC 🤨
7:16 PM · Dec 11, 2022
346 Reposts · 2.85K Likes
The U.S. Department of Justice is reportedly considering criminal charges against Binance. By @DefiantNews
The U.S. Department of Justice is reportedly considering criminal charges against 😱🇺🇸
Reuters reports that, while yet to be filed, charges under investigation are unlicensed money transmission, money laundering conspiracy, and criminal sanctions violations.
7:12 PM · Dec 13, 2022
8 Reposts · 28 Likes
Trump launches his own NFT for $99 with a total 45,000 collection. These NFTs give you access to a community. A dinner with Trump. Golfing with Trump. Zoom calls. One-on-one meetings. Autographs. By @cz_binance
The former United States President issues NFTs. And he didn’t like crypto before. We are getting there.
Wait a minute. These NFTs give you access to a community. A dinner with Trump. Golfing with Trump. Zoom calls. One-on-one meetings. Autographs. These aren’t baseball cards. This is a SimpDAO! https://t.co/WYRx6NIu99
5:47 PM · Dec 15, 2022
2.46K Reposts · 14.1K Likes
Elon follows OKX and $OKB outperform other CEX tokens. OKX comes next to Binance now, in reserves too. By @sircryptokami
Elon follows & this instantly happens to $OKB 🤣 The token has been doing well past weeks, outperformed other CEX tokens. IMO okx comes next to now, in reserves too. As CEX you dont need to have all pairs liquid, focus on trending/active communities. Traffic pump
8:31 AM · Dec 16, 2022
11 Likes
Appreciate your donation or tipping if you liked this newsletter!
Donate or Tip
