The richest people I know in crypto have a deep understanding of tokenomics.
Here’s how understanding value accrual tokenomics can make you rich in 2023.
The FTX hacker can't withdraw $270M in ETH without being tracked so what does he do?
Dumps it on an illiquid day (Sunday) into a pool with low liquidity (renBTC) while max shorting ETH with private accounts.
Next he'll probably dump the renBTC while max shorting BTC.
If the market capitulates and he gets to buy back his ETH cheaper, then he gets to repeat the process again.
So everyone should max bid ETH to punish his shorts? You go first lol.
BAYC is over diluted and going all in on a video game.
Azuki team is incompetent and not in touch with the space at all.
Captains just revealed fiver art.
DeGods failed to deliver on a self-imposed deadline… again.
NFTs rekt this week.
Hit some financial hardships and have decided to make the difficult decision to put my 1/1 pfp up for sale...
Price is $2,000,000 (firm).
DM if interested.
As usual, the general market has completely missed the mark, just like it did when the DeGods & y00ts migration was announced.
Though there hasn’t been an announcement yet, my bet is that $DUST will be on Coinbase and Binance by the end of the year (thread below)...
High royalties KILL projects.
In ~1 week we've seen ~$1M in royalty earnings for
@MadLadsNFT
I'm going to explain why this is HORRIBLE for floor price 🧵...
What are the next big crypto narratives?
Here are 6 narratives to watch, along with a thesis and project watchlist for each:
- Privacy / ZK
- Real Yield
- Value Accrual Tokenomics
- Banking infrastructure / FX
- Music NFTs
- Historical NFTs
Read on 👇
Ukraine Stands Tall
The day is Sunday, April 14th
Bread costs 50 hryvnias a loaf. The average apartment price starts at 2 million hryvnias. Oligarchs have tightened their grip while you reside in a cramped apartment, enduring the echoes of politicians urging you to accept…
Psst.
If you hold a y00t and it's on non-custodial staking you can now enter y00t Street.
Will make an official grand opening post soon.
Do not like or retweet.
Trying to keep this on the down low going into the weekend.
1/ I get asked all the time to do an update on
@nano
Here is my current portfolio excluding stablecoins:
52% $ETH
28% $SOL
12% $XNO
8% $AVAX
Why would I allocate such a significant portion of my portfolio to a low-cap coin that has performed so poorly in price action? 👇
Target accumulation of 50
@MadLadsNFT
has been reached after sweeping this morning.
Then grabbed 1 more for good measure.
See you at 300 SOL.
Should I drop a Mad Lads thread soon?
$LINK is absolutely a Chad-tier cryptocurrency. I'm under-exposed and you probably are too.
Expecting it in the top 10 again next bull market, maybe top 5.
Thread coming soon. Follow so you see it when it comes out.
RT appreciated 🤝
I do not think $BTC is a store-of-value.
I do not hate Bitcoin.
Bitcoin was an incredible first implementation of blockchain technology.
Anyway, here's my case:
Neighbor is a portfolio manager at Blackrock.
She said they are spending a lot of money lobbying for Bitcoin ETF approval and the Bitcoin ETF is a topic that is brought up daily in their morning standup calls.
Nothing ground-breaking here but thought I'd share.
Imagine investing in the biggest crypto exchanges (Binance, Coinbase, or FTX) in their early days.
Here's how you can benefit from a similar bid for market share that is happening in the decentralized derivatives space 👇
TRUMP & DOGE Theses
The two of the biggest (and most predictable) trades of 2024 are TRUMP and DOGE.
TRUMP performance is tied to speculation on what will be one of the biggest events in the history of the world in terms of media coverage and number of people paying attention…
Since switching my pfp to a DeGod, I get about 10-20 followers per hour if I sit in a large Twitter space as a listener, esp if
@frankdegods
is speaking.
They aren't following me.
They are following the DeGods brand.
$IOTA is <$4B FULLY DILUTED. If they deliver on their vision of a decentralized, 0 fee, scalable, EVM compatible network, it goes to $40B+ imo. If they deliver...
Spoke to my neighbor yesterday who is a portfolio manager at Blackrock Capital.
She said they are taking crypto very seriously. Setting up data feeds, building out teams, etc.
Next bull run is going to be one of mainstream adoption.
This Blackrock ETF is stupidly bullish.
The only real path to 6 figure BTC this cycle has been confirmed.
Everyone should be absolutely euphoric rn but no one actually gets it yet.
The bear market has knocked the common sense out of everyone.
BAYC trending down and Azuki just giga-diluted the main collection by releasing the same art again.
If Frank steps up in a big way we may see a lot of liquidity flow to DeGods.
Imagine if your bank charged you $3 a $10 to move money from your savings account to your checking account. That’s the $BTC lightning network for you, and why I’m bullish on $XNO
The SEC twitter didn't get compromised.
They put the date in wrong.
Bunch of clowns.
If the SEC twitter was compromised the hacker would have gone short and put out an ETF rejection tweet.
SEC intern getting fired.
y00ts are dead 💀
@frankdegods
will NEVER ship anything for y00ts again.
Team has no social reach.
No incoming partnerships.
Points are for nothing.
No potential airdrop.
Worst art on the blockchain.
No culture. No community.
Polygon's $3M grant was for nothing.
The death of
@y00tsNFT
as reported on your timeline has been greatly exaggerated.
The community is stronger than ever.
@frankdegods
will not let the project fail. Fade at your own risk, we’ve seen this story before. 🫡
Strongly suggest anti-Trump people buy $TRUMP to hedge against extreme psychological pain.
If $TRUMP goes up you're pissed but at least you're making money.
If $TRUMP goes down you're losing money but happy that it's going down.
Long $LTC
I believe LTC is headed to $800 then $1600.
DOGE, LTC, BCH
If i'm wrong, I underperform or lose money. If I;m right a make $.
Inb4 the reply guys call me redacted:
Trade your own book scrub.
Step 1:
#Nano
rails for $2.9 quadrillion/yr FX market.
Step 2: Implement $XNO base pairings in FX market
Step 3: Integrate $XNO into PoS terminals
Step 4: Global reserve currency
Mad Lads has the best communication of any NFT collection I've been a part of.
@armaniferrante
has consistently live-streamed every week for the last 8? weeks
Just hops on Twitch for a couple hours every Sunday and chills with holders & answers questions.
Most people have absolutely no clue that $NANO has a
@unity3d
plugin that supports the integration of instant feeless NANO transactions into games built with Unity.
Mt Gox will be distributing ~142,000 BTC to over 40,000 victims.
Most don’t actually know the whole story of Mt Gox.
Here’s how we got here and how this BTC distribution may affect the market…
TRUMP is the only memecoin that isn’t an animal.
It transcends normal memecoins and reaches the investors who are normally unwilling to bid dog coins with no thesis.
It is simultaneously left curve, mid curve, right curve.
Study the curve.
I don’t think it was a stunt.
And if this turns out to be all a stunt I’ll market sell every DeLabs asset I own lol.
You just don’t do that to people’s bags.
Think
@frankdegods
is about to prove that “NFT market conditions” don’t matter.
People have it so backwards.
Today’s market conditions are a result of bad delivery from 99% of projects.
When DeLabs delivers, “market conditions” will improve.
That’s all for this thread. Make sure to follow for future threads where I’ll cover value leaks, utility, and real yield.
If you enjoyed this thread, please do me a HUGE favor a RT the top tweet so others can enjoy it as well. 🤝
The richest people I know in crypto have a deep understanding of tokenomics.
Here’s how understanding value accrual tokenomics can make you rich in 2023.
"I missed it."
I disagree. It's probably still early.
1. Memecoins probably go higher than any other sector this cycle.
2. BTC and ETH are not even at all time highs yet.
3. There are 250 days to the election, and an election win puts Trump in the White House for 4 years.…
Would love to see a
@KyleSherman
and
@joerogan
podcast discussing the cannabis industry and Nano.
I think it's a subject that Joe is genuinely interested in and may help bridge the cryptocurrency gap for him.
I hereby declare $WASSIE as $PEPE beta.
$PEPE mcap = $3858M
$WASSIE mcap = $15M
257x from here for WASSIE to catch up.
I see more Wassies on my timeline than Pepes.
Biggest accounts on CT roll with the Wassies.
CT getting rich rn.
Money will flow to $WASSIE.
We're giving away a y00t once the y00t Street waitlist reaches 10,000 people.
Like, retweet, and join the waitlist at .
*this is not for an NFT mint*
*you do not need to own a y00t to join the waitlist*