Welcome to another ToE’s Weekly Highlights. This week I dropped 2 threads on IPOR so I thought I share them with you guys as well.
Macro market resembles that of 2019
Delphi’s digital report outlines some good insights and some strategies with how these narratives can be played. Indexes could be a leading trend.
Concentrator flywheel might be one to watch. Interesting protocols to look out.
List of alpha hunters and defi tools to boost your research skills
SBF in jail, Genesis selling off assets and FUD around Binance USD being unable to deposit and withdraw
ToE's Weekly Highlights #8
- Macro market resemble 2019
- Delphi’s report insights, strategies on how to trade narratives
- Concentrator flywheel could be one to watch
- List of alpha hunters and tools
- SBF in jail, Genesis selling, FUD around Binance
open.substack.com
ToE’s Weekly Highlights #8
4:00 PM · Jan 28, 2023
7 Reposts · 31 Likes
If you have not read the previous week’s highlight, here it is:
Hope you enjoy the content, and feel free to connect with me on Twitter here .
Segmenting the megathread of content into 5 parts:
Macro news
Trending narratives
Defi happenings
Educational resources and tools
Spicy crypto drama
QCP Market Update - 27 Jan 23 In the blink of an eye, the first month-end option expiry of 2023 is here. Market conditions are drastically different from the bearishness we saw in Q4 2022. The options market in its current state makes it seem like FTX never happened at all! The following are some key observations: 1. BTC risk reversals traded into positive territory (Calls more expensive than Puts) across multiple tenors last week for the first time since 2021 (Chart 1). This is extremely unusual as BTC typically has persistent Put skew largely due to miner/treasury hedging activity. It also shows how quickly market sentiment has flipped from bearish to bullish - a microcosm of what has been happening in macro markets as well. 2. ETH implied volatility (IV) has fallen in general, indicating complacency as the market prices out the fear of prices collapsing (Chart 2). One would expect the ETH end-Mar IV to remain very high in light of the Shanghai Upgrade, which would see more than 16m ETH being unlocked. Anecdotally, we're also seeing FOMO set in from flows on the trading desk, with many chasing the top side by buying high delta calls and going long spot this week. What could shake the market from its gravy train? Firstly, momentum to the topside needs to fade - and we think that with the big bad FOMC looming in a week's time, the market would be a little more cautious. With that said, the upcoming FOMC on 1 Feb is just a statement followed by a Powell press conference - and the market has been signalling to the Fed that talk is cheap. Which means we once again have to fall back on CPI to show us the way. And here is where it gets potentially worrisome. The next CPI, released on 14 Feb, Valentine's Day next month, has the potential to break the heart of the bulls. The Cleveland Fed's inflation Nowcast model is tracking at a whopping 0.58% M/M - which means 0.6% M/M officially if they're right (Chart 3). Core is not any better at 0.46% M/M or 0.5% M/M officially. That is a massive number and throws a complete curveball at the market's optimistic view on inflation, as we outlined before here: https://qcp.capital/market-updates/market-update-cpi-preview-12-jan-2023/ Nevertheless, this model is based on a daily Nowcast, which means there is potential for it to be revised significantly lower as we approach month-end. This is certainly something the market will begin tracking more closely into the FOMC next week. 3. Besides Equities, Gold and USD price action have also been leading/driving crypto prices. What worries us here is that the USD is starting to show massive positive divergence, as price trades in an ending diagonal pattern (Chart 4). This is the same setup we saw in BTC/ETH in Dec - and as we witnessed there, any breakout to the topside will therefore be extremely sharp and violent. For Gold, the $1890-$1900 support level is key. Gold should keep above this level for the crypto uptrend to hold (Chart 5).
Here is the link to their previous market update
1/QCP Market Update - 27 Jan 23
In the blink of an eye, the first month-end option expiry of 2023 is here.
Market conditions are drastically different from the bearishness we saw in Q4 2022. The options market in its current state makes it seem like FTX never happened at all!
2:51 AM · Jan 27, 2023
15 Reposts · 65 Likes
Crypto fundamental data and movements.
At the end of the article, Artemis updated an aggregation feature for Google sheets!
@karl_0x thinks that its one of the biggest bull trap
@KSBISTSR believes it isn’t and there will be pull backs. Current setup reminds of a 2019 pattern.
Nah, not a full blooded bull trap. But there will be pull backs.
We are nearing a year away from the halving. Look what happened at this point last time round (see mid 2019)
7:42 AM · Jan 21, 2023
8 Likes
@financialjuice shares that ECB will hike rates by 50BPS
Breaking Market News @financialjuice
ECB'S KNOT: WE'LL HIKE RATES BY 50 BPS IN FEBRUARY AND MARCH.
12:57 PM · Jan 22, 2023
133 Reposts · 515 Likes
S&P 500 is seeing a bullish divergence but comparing that to the 2008 crisis, it may not lead to pump. What’s more, its a nearing a death cross now.
Total crypto markaet cap sees a bullish divergence. Death cross unlikely to happen.
Investment plan: @Cryptovoxam prefer to hold $ETH over $BTC and caution that other smaller cap crypto plays are for the short term due to the fast changing nature of crypto.
Voxam 🎈(🇮🇹) (💙,🧡) @Cryptovoxam
🎈PLAN YOUR INVESTMENTS AND CONSIDER MACROECONOMICS, EVEN IN CRYPTO
In this thread I'll share:
🔸 My view of the crypto market
🔹S&P500
🔹Total Market Cap
🔹Dominance
🔸 My investment plan
🔹Btc and Eth
🔹Medium/Small Cap
🔹FA & TA
10:53 AM · Jan 23, 2023
17 Reposts · 70 Likes
In the long term , @rektdiomedes is an inflation bull as he thinks demographic collapse/societal aging is inflationary on net. (I am fully aligned on this too)
In the short term due to how its calculated, inflation is rapidly declining, bullish for risk assets like stocks and crypto, as it will give the Fed cover to stop hiking so aggressively.
He then shares his positions in oil, gold, Southeast US real estate, Uranium, oil & gas.
rektdiomedes @rektdiomedes
Thread: Macro Thoughts + Portfolio Update
🧵
Is Powell gonna pamp our bags again???
Or is 2023 gonna be goblinville redux???
Here's my thoughts + current macro positions!
1/x
9:47 AM · Jan 24, 2023
71 Reposts · 314 Likes
Bond market is pointing towards a disinflation rather than a recession.
@MacroAlf shares that we need to consider fed funds target, credit markets and possible tailwinds.
Recession or soft landing?
This is the most important question to answer in 2023.
Let's see what the bond market is really saying.
A thread.
1/
6:00 PM · Jan 22, 2023
384 Reposts · 2.13K Likes
@mishadavinci shares 5 trend changing tech • AI • Gene editing • Green technology • Virtual Reality • Web3
5 technologies that will most change the world in 2023:
• AI
• Gene editing
• Green technology
• Virtual Reality
• Web3
6:27 PM · Jan 20, 2023
112 Reposts · 502 Likes
@whospay_intern breakdown 67 pages of Delphi’s alpha:
1. Loss of Trust in Centralized Platforms 2. Blue Chips Rise From the Ashes 3. Speculation Primitive 4. Undercollateralized Money Markets 5. Better Passive LP Products & Delta Neutrality 6. Rebirth of UX Aggregator 7. Ditching veTokens for Sustainable Choice
Whospay Intern @whospay_intern
"Crypto is the worst - intern"
Fed deleted $2T in market cap
Sam lost $8B in customer money
Intern wasted entire summer applying to 3AC
But Delphi thinks there's hope in its 2023 report. So I went thru 67 pages of alpha to save you time
Here're the 7 defi insights in 3 mins
7:12 AM · Jan 23, 2023
56 Reposts · 251 Likes
@0xkyle__ shares his trading strategies for different type of narratives
Short thread on the different types of narratives and how I like to play them
🧵
4:50 PM · Jan 23, 2023
23 Reposts · 129 Likes
@TheDeFISaint shares that indexes could be a upcoming trend citing @phuture_finance being one to look out for.
At the same time @defi_mochi spots it!
DeFI Saint 🦇🔊 @TheDeFISaint
Mass adoption is coming to crypto, but it’s only a matter of when
Indexes are going to be huge and few players are already taking advantage of that.
Want to know who I'm betting on, Find out 🧵
9:05 AM · Jan 26, 2023
38 Reposts · 182 Likes
Defi_Mochi (🍡, 📊) @defi_mochi
With the bull coming around, everyone is trying to find ways to outperform $ETH
aims to do exactly that with $PDI the Index to help you capture the 10x run-ups in tokens like $LDO, $RPL and $CVX with the best tokens in #Defi . How? Let's find out!
👇
0/12
1:30 PM · Jan 25, 2023
21 Reposts · 87 Likes
Missed out this last week…my bad
@TheDeFinvestor 20th Jan Defi developments.
The DeFi Investor @TheDeFinvestor
Latest developments in DeFi👇
3:50 PM · Jan 20, 2023
81 Reposts · 363 Likes
@TheDeFinvestor on this week DeFi’s development
The DeFi Investor @TheDeFinvestor
Latest developments in DeFi👇
3:57 PM · Jan 27, 2023
79 Reposts · 384 Likes
@dennis_qian on Monday DeFi Market Alpha
MDMA: Monday DeFi Market Alpha
01/23/23
GDoc:
17 💊 in 🧵:
7:08 AM · Jan 24, 2023
9 Reposts · 42 Likes
@FungiAlpha Weekly DeFi Update
Fungi Alpha (🍄 ,🍄) @FungiAlpha
The Fungi Alpha Weekly DeFi Update 🍄
(Jan 23rd 2023)
• countries launching their own stablecoin?
• Visa endorsed Alchemy Pay
• Aave v3 & Premia v3
• Trader Joe's new suit, Sushi's plans
• & much more!
All of DeFi's news in 5 minute ⬇️
9:00 AM · Jan 23, 2023
28 Reposts · 100 Likes
Web3 gaming weekly alpha @Abhi_0x
Keeping up with the Web3 gaming world is a daunting task.
I've compiled a list of the top things happing over the next week.
All the actionable alpha you need, all in one place ✅
11:57 AM · Jan 22, 2023
35 Reposts · 202 Likes
@insomniac_ac summarises #interchain , #bridges and #interoperability news and announcements of the past week.
#CrossChain Monday's #23 16 -22 January 2023
1/ Monday's #23
16 -22 January 2023
Summary of , and news and announcements of the past week.
10:53 PM · Jan 23, 2023
2 Reposts · 7 Likes
@milesdeutscher interviewed @hosseeb , Managing Partner at @dragonfly_xyz talking about • The future of L1s and L2s • Haseeb's top 3 narratives for 2023 • $BTC vs $ETH
Miles Deutscher @milesdeutscher
I recently interviewed , Managing Partner at . I was blown away.
Over an alpha-packed 73 minutes, we discussed:
• The future of L1s and L2s
• Haseeb's top 3 narratives for 2023
• $BTC vs $ETH
and more.
🧵: Here are the 12 most important takeaways. 👇
12:17 PM · Jan 18, 2023
336 Reposts · 1.39K Likes
@permanentgainz on $GRAIL flywheel ecosystem that its creating
PermanentGainz @permanentgainz
The $GRAIL flywheel:
-Partner w/ major Arb projects, bring liquidity over.
-DEX volume picks up.
-Increased trading fees burn tokens, numbers go up.
-xGRAIL redeem/take profit, tokens burn, numbers go up.
-This accelerates w/ price so the more numbers go up, numbers go up.
Small Cap Scientist 👨🔬🧪🥼 @SmallCapScience
Update on @CamelotDEX!
300+ $GRAIL have been burnt in less than one month.
The past few weeks have had light volumes due to the holidays and there were no redemptions for the first two weeks. Excited for this flywheel to kick in.
GL! 👑 https://t.co/17nT8qAcpn https://t.co/esnRQq1tBb
8:18 PM · Jan 20, 2023
18 Likes
@taowang1 shares how Curve Add Gauge Vote is bullish for @0xC_Lever @0xconcentrator
@RiddlerDeFi believes that $CTR is a good R:R play for LSD plays.
@Subli_Defi shares why he thinks @aladdindao @0xC_Lever @0xconcentrator creates a bulllish flywheel ecosystem.
@DeFi_Cheetah shares that $clevCVX is not a 1:1 wrapper, it is rather a form of variable income product (not fixed income) with the right to future bribes
1. did leak my fortune cookie in his new pin thread. So let me explain that in detail in one mega threads.
If you like this content, follow me for more fortune cookies
🧵👇
9:57 PM · Jan 21, 2023
22 Reposts · 78 Likes
RIDDLΞR (💙,🧡) (Behind on DMs) @RiddlerDeFi
GM FRENS ☕
$CTR looks like the best R:R play for LSD plays.
Real yield built on top of $CRV $CVX $FXS.
$CTR team has 0 token allocations.
Holders won’t have to worry about becoming exit liquidity.
9:58 AM · Jan 25, 2023
4 Reposts · 37 Likes
1/13 have seen their price skyrocketing. People are now noticing these projects
But what's next?What's the hidden part of the Iceberg?
🧵 co-written by , & , all Aladdin DAO boosters (Non Financial Advice)
12:46 PM · Jan 26, 2023
30 Reposts · 75 Likes
DeFi Cheetah🐆 ¤🫐🦇🔊🌿 @DeFi_Cheetah
$clevCVX is not a 1:1 wrapper bro… it is rather a form of variable income product (not fixed income) with the right to future bribes
Thus there must exist a discount for the future cash flow from bribes to reflect the time value of money
2:59 AM · Jan 25, 2023
4 Likes
@crypto_linn shares her favourite real yield protocol @pendle_fi
🉐 Crypto Linn @crypto_linn
Do you like your Yield Real?
I do.
gets thrown around a little too lightly
Let’s look at a REAL Real Yield protocol I love: 👇
11:41 AM · Jan 22, 2023
24 Reposts · 97 Likes
@Chinchillah_ shares data on stablecoin flows gleaming insights into the state fo the crypto market
Stablecoin flows: are people getting back into crypto or are we in PvP mode?
The ones who joined crypto before 2021 should remember the “tether is printing Usdt, we’re going to the moon🚀” talks.
Ok it was non-sense, but the total stablecoin supply does matter.
1/10
5:15 PM · Jan 22, 2023
72 Reposts · 317 Likes
@CronusFinance coming to #optimism
Cronus Finance @CronusFinance
Stay tuned for some real yield...
Only on
12:49 AM · Jan 19, 2023
6 Reposts · 25 Likes
@KD7884 shares this watchlist of upcoming #Arbitrum projects
Upcoming projects on our radar:
💙
🧡
💙
🧡
💙
🧡
💙
🧡
💙
🧡
💙
🧡
💙
📱
2:10 AM · Jan 23, 2023
10 Reposts · 20 Likes
@TaikiMaeda2 Portfolio (In order by size): - $XMON / $SUDO - tricrypto - GLP - Cash - $FXS - $GMX
Taiki Bulla Portfolio (In order by size):
- $XMON / $SUDO
- tricrypto
- GLP
- Cash
- $FXS
- $GMX
Let's see how Taiki coins do in the next couple of months. My positions haven't really changed for the past 6 months so it tells you how much conviction I have. Now we wait.
3:45 PM · Jan 22, 2023
7 Reposts · 179 Likes
@cz_binance on Uniswap Poll Shows 80% Support Decentralized Crypto Exchange's Move to #BNB
Uniswap Poll Shows 80% Support Decentralized Crypto Exchange's Move to Chain
coindesk.com
Uniswap Poll Shows 80% Support Decentralized Crypto Exchange’s Move to BNB Chain
1:33 PM · Jan 23, 2023
861 Reposts · 4.54K Likes
@GBlueberryClub shares their roadmap update
GMX Blueberry Club 🫐 @GBlueberryClub
GBC ROADMAP UPDATE 🫐
January 28th, 2022
6:30 PM · Jan 23, 2023
102 Reposts · 280 Likes
@crypthoem shares Landx testnet and how to get involved
Getting access to a test-net can provide you with intense information about an elite protocol.
Getting onto a test-net can be difficult.
Here’s your step-by-step guide to test and play with a game-changing protocol: 🧵
7:47 PM · Jan 23, 2023
51 Reposts · 133 Likes
@Riley_gmi on @foldfinance to ntegrate Sushiguard into @SushiSwap
. is set to integrate Sushiguard into in order to backrun swaps and return the profit generated from this MEV in a 50/50 split with the Sushi treasury and $FOLD stakers.
Let's take a look at how much revenue could be returned to $FOLD stakers:
9:15 PM · Jan 23, 2023
35 Reposts · 164 Likes
@Pansophichad shares a project called @spice_finance , which allows users to partake in the NFT lending & borrowing space.
Pansophic Chad @Pansophichad
I've been diving into a project dubbed , which allows users to partake in the NFT lending & borrowing space.
Read more about it here:
In conjunction with this chad team I may give away 5 WL spots for users who like and RT this tweet!
pansophicchad.substack.com
The case: Spice Finance
9:54 AM · Jan 24, 2023
23 Reposts · 37 Likes
@mingo_beau shares alpa on $HUM $MAIA $HERMES $TEHTYS as Metis’ TVL booms
PraiseBeToGod.eth @mingo_beau
Whilst everyone has their eyes on the hottest L1s and L2s, the $metis ecosystem has been building hard behind the scenes and working towards $Aave integration! With $Aave comes a new wave of money and the TVL in metis defi will boom. $HUM $MAIA $HERMES $TEHTYS about to get sent
11:20 PM · Jan 22, 2023
15 Likes
@_FabianHD is bullish on $FLOW
Thesis: the next NFT mania will be catalyzed by the entrance of retail users (think NBA Top Shot, Reddit, Trump collectibles and even gaming NFTs)
Ok fuck it I'm making this my 2023 actionable trade idea #4 👇
Read the tweet but simply put...
Thesis: the next NFT mania will be catalyzed by the entrance of retail users (think NBA Top Shot, Reddit, Trump collectibles and even gaming NFTs)
Play: $FLOW will be at the center
People are really underestimating the impact of Doodles eco bridging to $FLOW at the end of this month.
Doodles is the bluechip most centered around retail and can catalyze a wave of adoption from other large retail-facing brands and the general masses onto Flow.
1:26 AM · Jan 26, 2023
5 Likes
@deusexdao had a podcast with with @CyrillePastour from @SwaapFinance as it aims to protect LPs from I/L
🚨 New podcast alert 🚨
New episode out now with from .
Discussed:
✅ Overview
✅ How the AMM works
✅ Protecting LPs
✅ The Future
🎧 Podcast episode
2:39 PM · Jan 18, 2023
7 Reposts · 10 Likes
@KreskoFi is a new synthetic asset protocol that allows creation synthetic assets - stocks, commodities, indices based on an external oracle price.
Hey Kreskians, we're making our whitepaper public. Check it out:
Kresko is a new synthetic asset protocol that allows creation synthetic assets - stocks, commodities, indices based on an external oracle price.
Here we highlight some key features 👇🏽
1/14
bit.ly
kresko-protocol/Kresko Synthetic Asset Protocol v1_2023-01-23.pdf at main · kreskohq/kresko-protocol
3:00 PM · Jan 25, 2023
48 Reposts · 95 Likes
@kindahangry shares a list of MEV resistance/resistant projects
1/ MEV poses a massive issue to all smart contract-based blockchains, but it also creates some unique opportunities
A mega thread on MEV with alpha regarding the projects aiming to slay the MEV monster
🧵 👇
9:06 AM · Jan 26, 2023
59 Reposts · 243 Likes
@MVX_Intern shares that MVX partners with @OpenOceanGlobal , which allows users to swap and trade on 19 different chains in a unique protocol.
It is a cross-chain swap aggregator under $20M FDV.
A cross-chain swap aggregator under $20M FDV?
allows users to swap and trade on 19 different chains in a unique protocol
Let’s discover in this thread what is Open Ocean and how it helps to unify DeFi’s liquidity 👇
5:04 PM · Jan 27, 2023
6 Reposts · 13 Likes
@pt1mfv_ found juicy 10% on stables on @JonesDAO_io
10% on stables not too shabbayy 🤠
9:24 PM · Jan 27, 2023
1 Repost · 4 Likes
@SmileeFinance is the first primitive for Decentralized Volatility Products (DVPs)
OUR LITEPAPER JUST PRINTED ⌣
** hidden link to our discord inside for first 100 people to find it **
medium.com
Smilee — The first primitive for Decentralized Volatility Products (DVPs)
1:56 AM · Jan 26, 2023
37 Reposts · 115 Likes
@sommfinance launches the Real Yield USD Strategy utilising Aave, Compound and Uniswap V3, all in a single vault.
Sommelier Finance @sommfinance
The Real Yield USD Strategy just launched on the Sommelier Platform
It's the next evolution of on-chain stablecoin yields that simultaneously utilizes Aave, Compound and Uniswap V3, all in a single vault.
7:29 PM · Jan 25, 2023
116 Reposts · 155 Likes
@arndxt_xo shares about how @ipor_io brings innovation to DeFi and how as a user you can use it
Interest Rate Swaps (IRS) is derivative that has a $450T market size in TradFi.
saw this market opportunity and brings IRS on-chain through its 3 innovative products.
How can you participate in this on-chain IRS market? Breaking it down based on use cases 👇🧵
4:19 PM · Jan 27, 2023
25 Reposts · 72 Likes
The long standing DeFi credit markets have not seen much innovation.
What if there is a protocol that can combine Betting + Hedging + Yields?
Lets dive into the concept interest rate swaps and the innovation that brings to the table 🧵👇
4:00 PM · Jan 23, 2023
14 Reposts · 61 Likes
@Only1temmy introduces @bubblemaps - the interactive solution to boring blockchain explorers.
Say goodbye to boring blockchain explorers and hello to interactive cryptoanalytics.
Introducing - the interactive solution to boring blockchain explorers.
Here's a guide on how you can make the most out of this tool(instant bookmark)
🧵🧵
4:04 PM · Jan 21, 2023
59 Reposts · 186 Likes
@thecryptoDT_ compiled a list of dApps on every major blockchain
Crypto DT {🐾,👣} @thecryptoDT_
Last week Avanlache Partnered with Amazon
During that period
🔹$CRA buyers made 89% profit
🔹$ALBT moved up 69%
Many traders missed these profits
WHY?
They don’t know dApps for trading on multiple blockchains
So I compiled a list of dApps on every major blockchain
Enjoy!❤️
1:42 PM · Jan 18, 2023
11 Reposts · 29 Likes
@izu_crypt shares all Blockchain Terminologies WEB3 enthusiasts must know
It’s Adam’s First day in the web3 space,
and like every newbie he was struggling understanding certain terms used in everyday web3 life.
DISCOVER how Adam was able to be 10x smarter than his peers in less than a week.
“Blockchain Terminologies WEB3 enthusiasts must know”
🧵🪡
3:52 PM · Jan 17, 2023
14 Reposts · 28 Likes
@Chinchillah_ shares Metamask’s alternatives. Many privacy wallets out there other than MM.
I got tired of Metamask.
Unpleasant user experience and poor personal privacy.
So here is a review of some alternatives.
I can honestly say that once i tried them, i couldn’t go back anymore.
1/11
6:59 PM · Jan 25, 2023
422 Reposts · 1.54K Likes
@DefiIgnas top 10 under-the-radar resources
Ignas | DeFi Research @DefiIgnas
1/ Staying on top of the & game requires research and analytics tools.
These are my top 10 under-the-radar resources to help you stay ahead: 🧵
8:06 AM · Jan 26, 2023
220 Reposts · 558 Likes
@CapitalGrug shares the difference between AI and ML
Since AI/ML is the new hot thing, I thought an introduction was due on how most modern ML systems work and why rapid progress may be a concern for those raised on shitcoins & the one minute chart as well as anyone else who’s interested but less informed.
12:09 AM · Jan 27, 2023
17 Reposts · 157 Likes
@OGtestnet on his DYOR framework to find good projects
Louround 🥂 (OG_testnet) @OGtestnet
I spent the 2 last years analyzing projects and conducting due diligences.
Learn how to DYOR with this model covering the top 15 most important points to look at 🥂
Crypto chad Masterclass #7
9:51 PM · Jan 26, 2023
102 Reposts · 333 Likes
@defi_mochi finds smart whale wallets accumulating MAGIC
Defi_Mochi (🍡, 📊) @defi_mochi
$MAGIC made a ridiculous run from just $0.045 in 3 Jan to almost $1.391 this morning 📈💰!
I found 2 smart wallets🤓that got in way before the run-up that you can copy trade! One of them even made more than $10,000 in estimated profit in a single trade🤯. Let's dive in!
👇
0/10
2:13 PM · Jan 26, 2023
172 Reposts · 974 Likes
@DeFiMinty made his list of alpha hunters and CT accounts you much follow
I have seen Fire Content from new faces on Crypto Twitter lately.
While big accounts are great, smaller accounts also provide alpha that few get to see.
Here is a List of Underrated Content Writers that are worth following today.
🧵
5:02 PM · Jan 27, 2023
26 Reposts · 82 Likes
@AP_Abacus noticed that @binance and USD withdrawals/deposits seeems to have been cutoff/limited from the SWIFT network.
What is going on with and USD withdrawals/deposits??
**multiple confirmations that they’ve been cutoff/limited from the SWIFT network.
9:45 PM · Jan 21, 2023
141 Reposts · 477 Likes
@NorthRockLP shares that Genesis filing reveals that 31mm of GBTC (~$300mm) was already sold by Genesis in last few months.
Genesis filing reveals that 31mm of GBTC (~$300mm) was already sold by Genesis in last few months. This explains why the spreads widened so aggressively and clears a large overhang from the future.
4:11 PM · Jan 22, 2023
70 Reposts · 532 Likes
@tier10k shares that Tucker Carlson theorises that bitcoin is up because the FAA is secretly buying it for a ransomware payment (?)
Tucker Carlson theorises that bitcoin is up because the FAA is secretly buying it for a ransomware payment (?)
9:39 AM · Jan 23, 2023
262 Reposts · 1.72K Likes
@tier10k on Biden Admin to Unveil Digital Asset Priorities in Coming Months: BBG
[DB] Biden Admin to Unveil Digital Asset Priorities in Coming Months: BBG
3:39 PM · Jan 27, 2023
49 Reposts · 488 Likes
@tier10k on SBF made friends with other inmates, and not once felt he was in danger.
SBF made friends with other inmates, and not once felt he was in danger.
He spoke to the other prisoners, many held on drug-related charges, about the risk/reward calculations they had made concerning their dangerous lifestyles.
-EV drug dealing
forbes.com
Exclusive: Sam Bankman-Fried Recalls His Hellish Week In A Caribbean Prison
8:12 PM · Jan 26, 2023
34 Reposts · 457 Likes
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