Poker Pro turned Crypto Investor Front run narratives
MAXIMIZE opportunities this BULL RUN
Ex-Private Equity & Asset Management
Level 1 CFA & Econ
@LSE
Wanna get into crypto? WELCOME.
IT is not too late!
So many opportunities in this space.
MY MISSION:
WRITE for myself, GAIN clarity, and SHARE what I learn on CRYPTO, INVESTING, TECH, and BIZ along the way.
Here are my useful past threads 🧵
1/
What if there is a project that can carry $ATOM to over $100
Thanos's last stone?
Introducing UMEE!
@Umee_CrossChain
Why it is a game changer for the Cosmos ecosystem and the multichain future!
Finally I joined the party.
Bet on people not ponzis!!!
This is one of the best NFT community I have seen. Strong and hardworking team. LFG!
Really inspired by your interview kub
@3landboy
@3landersNFT
1/
"It took me 5 years from being broke to be a millionaire. But , GUN, you know what? It tooks me 4 years from $1m to $10,000,000 USD"
Me: Wow!!
So How do you go from 1 to 10?
He answered: "CRYPTOOO!"
"Only a fool learn from this own mistakes, The wise man learns from mistakes of others"
Crypto Investing Masterclass and from the legend
@santiagoroel
(>10yr of experience)
Great work guys
@JasonYanowitz
@theempirepod
My top 10 Takeaways 1/30 🧵
Is Ethena next Terra/LUNA?
Will $USDe collapse and be the next $UST?
"Wow stablecoin paying 27%+, How can this be sustainable bro?
Did you forget your beloved Anchor already?
You might ask.
Is this just another PONZI or the GREATEST INVENTION of all time?
A Thread🧵👇👇👇
1/40
For those looking to farm airdrop points using Pendle or are not quite sure how it works.
This thread will cover:
➔ What is Pendle?
➔ How Pendle works?
➔ What this has to do with farming airdrops?
➔ Should you bet on YT?
➔ How smart Pendle is
🧵 Pendle Ultimate Guide
1/22
You dont need to be very smart to make money in crypto.
Just BUY.
Do nothing,
and do nothing,
again do nothing,
Sell.
This will outperform 90% of the people I think.
Seems easy? No People dont understand what "Do nothing" means.
Airdrop farming just got more insance!
@GearboxProtocol
team shipped fast and took a full advantage of point farming meta.
🧵 Gearbox 101 ULTIMATE AIRDROP FARMING MACHINE?
➡️ What it is?
➡️ How it works? Yield came from?
➡️ Opportunities
➡️ Benefits/Risks
1/17
YEAR 2023 REVIEW : Learned CODING and TECH
Why should you learn how to CODE?
My Journey to become a crypto builder.
So WHY CODING?
Okay I assume you wanna be rich?
THREAD 1/n
🧵
Glad to become a speaker at one of the biggest blockchain event in Thailand. I will speak in
@contributedao
panel covering
@ConnextNetwork
and NFT panel this afternoon in Thai. This will be televised nationwide.
Thanks for inviting kub
@PopcnxPopcnx
Happy New Year 2024
From New York
Hope we make most from this bull run.
Will work harder this year!
I touch this holy bull for you guys from wall street here to bring you all luck.
BULL BULL BULLsss incoming
First official BAYC+MAYC thai community IRL event on an actual yacht. Amazing to see JPEG can connect us together!
Ape together strong
lets go
@BoredApeYC
Miss all the MEME coins?
There is one new coin that could have potential to do 10x++
IT is first memecoin of
@0xMantle
ecosystem with cool storyline +game theory economics built into it.
Deep Dive on $PUFF (Mantle's first Meme Coin)
Let the dragon rises
@puff_drgn
Thread 1/
Not reading this? You are
#ngmi
Best thread i have seen this month by giga chad Scoopy.
Defi 2.0 is here (
#ohm
#toke
#cvx
#alcx
) Innovation in DeFi moves 10x faster than traditional world.
If you dont learn all these news money legoes you are
#NGMI
Over the course of 2022, we have seen the rise of what has been called "DeFi 2.0".
As a farmer, degen, student, and builder in DeFi, the vision of the future of DeFi is beginning to materialize in my mind's eye.
🥁
THREAD TIME
First time, we have a weekly close ($69000) above the prev cycle ATH weekly close ($64500). So What's NEXT for Bitcoin?
I studied what happened after we close above prev ATH Weekly candle in the past 2 cycles (2017, 2020) so you dont have too.
THREAD 🧵 1/25
Stories drive prices not the fundamentals!
People telling you that crypto is all "Narrative".
They are right!
Its a money game after all.
Here is why only look at fundamentals will HURT you as a crypto investor.
Thread 🧵
1/24
This is one of the best Twitter bio I have seen.
Very smart transition indeed!
@DreamerDFK
Keep building. You have done very very well.
$JEWEL is $20 and this is ONLY in Harmony.
Careful: Multichain coming.
Sent $JEWEL to 3 digits.
@DefiKingdoms
+
@FriskyFoxDK
You see what I see?
2022 Year of IBC
-UST printing nonstop
-new EVM + liquidity incentives
-interchain security
-superfluid staking
-best public/private metadata NFTs
-Smart Contract
-Token with 100% faith on Sunny
We are going to ATH.
$LUNA $CRO $ATOM $OSMO $SCRT $JUNO $ION
Super cool to meet these two very talented thai artists. These two they started from nothing and grind their way up + went all in on NFTs and never look back.
Hard work pays off keep this up!!
Hope you can inspire many people.
@iputsa
@JeffAphisit
Congrats
@ConnextNetwork
@arjunbhuptani
for your $NEXT token launch. Hard work pays. Thats me on the stage right there trying to tell the Thai community how great Connext bridge is and the inevitably multichain future. Lets rock
🌟 Congrats to
@ConnextNetwork
and
@arjunbhuptani
for The Multichain revolution and establishing $NEXT as a Community asset.
🥳 We are delighted to be a part of The Connext project as a Community leader and Grassroots developer community.
More detail
Here is the summary of EP2:
@Tetranode
on
@UpOnlyTV
.
An Epic 2.40hr (Took me around 4.5hr to watch and make all these summary).
Careful TOO MUCH ALPHAS IN HERE. Get your brain ready?
Here are my notes:
1/15
I was gonna reward myself this year with fancy watches (rolex patek ap) but i finally ended up with this MAYC.
Why?
-better store of value
-great community
-amazing roadmap
-NFT is the future
Really like the pirate theme here (big fan of captain Jack Sparrow)
@BoredApeYC
#NFT
Summary of
@Tetranode
EP1 on
@UpOnlyTV
.
In my opinion this is the BEST crypto podcast period!
EP 2 is gonna be epic (in 3.5hr or so at uponly!)
Ready for tons of alphas
Here is the summary from that EP1. Hope you guys find it helpful
@satsdart
More marketing + they paid so much to influencers + their parachain auction referrals bonus program.
Cosmos - just buidl : hackathons last 1month + thats the gist
Not hard to win the curve war when the general is
@Tetranode
. I think he will do whatever it takes to win.
Bet on orca and $TRIBE
Decentralized stables will be the narrative soon and YES! Its not fun to bet against Tetranode.
@blknoiz06
I think IMX is gonna be top 10 coin by net year.
I would bet a lot of money on the zkrollup alone. This is like zkr+gamefi+nft+ potential big partnerships like tiktok and 10000s others
$APE creates a big narrative.
People wanna find the next $APE
But you know there is only ONE $APE
You can fork the code but you cant fork the community bro!
@apecoin
@BoredApeYC
What narratives/crypto sectors you think can make your grandma buying?
-Parellel EVM
-Zero Knowledge Proof
-Layer 1
-Decentralized blabla
-Gamefi
-AI
-Dogs,Frogs, Dragons, or animals with a hat
THINK. THEN ACT.
Get a job in web 3.
Your grades dont matter! But your on-chain resume is!
Go and try different DeFi protocols, bridges, or play around with NFTs today!
This is the best piece of advice I can give you to those young gens.
Lesson about EV.
1 land costs 305 $ape (2.3eth)
1 land u got a 5% chance to get KODA (guess its 35+eth likely to be higher than mutants)
So airdrop EV =0.05*35= 1.75eth
This means land only cost around 0.5eth to mint
Isnt this a no brainer buy?
@BoredApeYC
💪💪💪
1/
SAME GAME, DIFFERENT GAME!!!
I made the biggest bluff in my whole poker career for a $50K check-jamming the river. I want to highlight that decision making in Poker is so complex.
1/206
As promised, here's my 2022 outperform shopping list and my 2022 thesis.
Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each individual asset.
Bull run is here.
Its very normal to see token with a unicorn valuation 1,000,000,000 USD FDV.
The catch? You may think these coins are "overvalue".
Market says it can be ever more overvalue for a longer time
You only need one gamefi big hitter for the whole market to moon. Remember Axie from last cycle, a guy from thailand/Philippine playing games and earn more than his family?
One GAME then the whole sector boom!
How to tell people that you are a very good trader?
Open 2 accounts:
One go long BTC at 10x+
One go short BTC at 10x+
-same amount.
Now you will have one account to show it to your social media.
Old trick but still works to this day.
Sadly in crypto, newcomers struggle to know which social media accounts should they trust.
They can fall into the trap of just blindly trust a very large account (500K+ followers account) and buy whatever he shills.
Dont be that guy!
Maybe I am really late, I just listened to an intern's presentation (60 slides) about
@BoredApeYC
.
All the roadmaps + rarity traits + past present future.
Gotta say: This is ONE of the strongest project I have seen. Plus Community is insanely strong
Updates for the
@ApeKidsClub
fam.
Mobile game at the end of the month? Wow this is super fast!
And tokens? WOW!
Proud to be part of the AKC fam.
Here there is no turning back!
@johnniecosmos
@Wwoonkaaa
@cosmos
Interchain security
Superfluid staking
Potential OHM fork with ION
Terra x Osmosis collab
UMEE
Juno + Axelar + Agoric + Evmos
Sagan
Gravity bridge
The world didnt know this yet. But Cosmonauts knows
Bear market now?
I dont know.
and I will tell you
(No one really know!)
Only thing I know is that DeFi is real and it is gonna take over ALL bankers' pie.
FUN FACT:
Did you know DeFi TVL grows 540x since Dec 2019
Winter is coming for banks
This is just the beginning
Watched this amazing episode by
@cmsintern
@CryptoDonAlt
@CryptoCred
Lots of knowledge bomb in here.
First he goes thru all the VC Jargons. And then moving to the blockchain basics terminology.
OG recommended me to watch this:
Here is my summary:
I think OKX and Bybit volume will gain marketshare significantly this cycle. Both are very innovative, have great marketing campaigns, are very fast to list new tokens. Also think expect a lot more volume coming from Asia as well
I just join the party.
@pixelvault_
is super sick with all their tokenomics design+ future utility. I am in the quest of collecting planets, comics and heroes.
I think comics
#2
is seriously undervalue (now at 0.38eth)
And yes this is FINANCIAL ADVICE.
Lets goo
@Gfunkera86
My watch list this week:
1.
@AltcoinPsycho
Stream (once in 1-2 months)
Date not confirmed. Many alphas here.
2.
@Tetranode
(1 Podcast a Year! I voted that episode to be the best crypto podcast that ever existed!)
at Thu 2100 UTC
@UpOnlyTV
One of the best podcast here:
Great insights from former PE+IB Tradfi Banker turned into founder of a successful crypto fund
@ResearchKronos
Many interesting point heres:
-SAFT vs Equity?
-Problem with value accrual to a token + What makes good tokenomics
-Problem with…
Wage Cucking with Jmo
#7
! 👑
David Cai, Co-Founder and GP of Kronos Ventures (
@ResearchKronos
) joined
@cuntycakes123
on this week's show!
Tune in for the inside scoop on how David views this market, the future of DeFi and more. 🫡
Watch it:
The more I study NFT, the more I find out the true power of Secret NFTs.
Their tech is revolutionary (private and public metadata) that has an option for the ONLY NFT owner to see it.
Analogy?
Web3 Onlyfans.
Keep on BUIDLING
@SecretNetwork
@TorBair
Careful of Those Scammers at the Discord.
I intentionally leave my DMs open in Discord so that I can analyze these possible scams and categorize them into buckets.
Hope you find these useful:
1/
Looking back. So surprised to see
@OthersideMeta
land sale marked the ATH in volume traded and the start of the "bear" for NFTs just like the Coinbase listing did to the market last year.
I think this volume can easily pump when
@yugalabs
are announcing something big soon.
@drakeondigital
I have got decade of experience in poker.
Here is my take on this:
1.✅ For sure!
2. More like if you think r/r is right but conviction you must go all-in. But make sure you dont put all ur bankroll at any game (normally we need 40+ buyins)
3.✅ Yes, kill the fish!
4.✅ Love…
31/
I believe UMEE will play a major role towards the growth in the Cosmos ecosystem and the multichain future.
If you want a more deepdive.
Here Brent gave a pretty detailed interview
@stakecito
@defitimes
People are trying to skip steps learning the basics!
To understand P2E games, that "earning" aspect comes from yield farming in DeFi.
You must understand where those yields are coming from otherwise, you are the "yield"!
Dont sleep on MOVE narrative.
$SUI and $APT
🔹 TVL growing strong
Move
🔹 Paralell EVM
🔹 More Security focused and can catch bugs easily (improved version of Rust)
🔹 Teams are super smart (Ex Facebook, Diem devs)
Think
@AptosLabs
@SuiNetwork
are complement to each other
3) It's becoming a red flag to me when teams raise money off drops. There's too many projects and not enough ETH to drain their community of more ETH w drops
Azuki/Clones raised no money off drops, and the results were much better (which leads to more royalties over time)
I believe decentralized stablecoin is gonna HUGE. Big exponential growth incoming
More and more people will lose faith in the centralized ones (USDT, USDC, even DAI - usdc backed anyway)
NOTE: $UST, $MIM, $FRAX They are ALL allies.
These will rise together.
$LUNA $SPELL $FXS
2/ Strong liquidity between the 3 decentralized stablecoins, $UST, $MIM, and $FRAX is a mutually beneficial relationship, including the net positive of decentralizing core primitives throughout all chains and apps in the DeFi stack.
Today is the year 2030, there are a bunch of web3 devs.
Everyone understands blockchain and no one doubts crypto.
No FUD, everyone adores crypto.
What does this mean?
MOST OF THE INVESTMENT UPSIDE would be gone!
You know what to do?
Make your community rich and they will keep talking about your protocols and be your marketing people.
This is basic bottom-up strategy at its dinest that web3 utilized very well.
Armies of your true fan beats top down KOL marketing.
@9gagceo
said this very well.
When someone said NFT is bullshit?
Normally I think it is because they:
1.Have NEVER bought any piece of art or collectible item?
2.Have NEVER spend money on games and skins
3.Have NEVER invested in anything.
Its not their fault.
If you have an NFT now, you are way super early!
One of the best NFT project built on top of
@lootproject
.
Now all your Loots (and mLoots) are coming to live in 3D with super sick visuals by one of the god-tier artists in town
@VictoriorCG
. Godfather of the
@ApeKidsClub
.
Plus, LOOT OG (expert)
@tandavas
is also a founder
Most Traders think they need to study Technical Analysis and be chart pHD to make money.
This is completely wrong.
90% of the battle is fighting your own emotions.
"Best Loser Wins" is one of the best book written by a highstakers trader
@TomHougaard
My biggest takeaways 🧵
1/90
Tiktok marketing from scratch. A complete playbook here. If you ignore tiktok now its like u ignore facebook/youtube 10 years ago.
You have been warned
1/ With 1 billion+ MAUs, TikTok has become the new frontier for startups & founders looking to build organically 🚀
I spoke w/ the top business accounts on the app: here are the top learnings on "how to win" on TikTok, as told by founders 🧵👇
Survivorship bias.
If 100 monkeys close their eyes and walk across a giant freeway, surely some will survive.
On the other side of the road, people will call those monkeys geniuses.
They arent!
This is just stats!