Teng Yan 🥕| Delphi
@OxPrismatic
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Teng's Lounge: https://t.co/TnSBWpbOIT JPEG Collector / Head of NFT research @Delphi_Digital / Prev: 7 years in MedTech & AI / Substack 👇
The Metaverse
Joined January 2015
Spent an extraordinary amount of time in NFT finance this year (research, working with teams etc). Firmly believe that the sector is poised for explosive growth. But founders are in a difficult spot now. My weekend thoughts on what's going to happen next: (1/21)
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RT @dapppunk: You saw the prices, but most definitely missed the meaning and purpose behind Winds of Yawanawá (WOY) by @refikanadol and Yaw….
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RT @OxPrismatic: How BIG is the NFT lending market, actually?. Let's take a walk through this together 👇
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Level 1 is ongoing. If you're actively making loans on Arcade you're accumulating points. 👀.
Level 1. For the initial community airdrop (Level 0), ArcadeDAO created a unique point system with action multipliers for calculating distribution of $ARCD. This point system is being utilized for future token distributions, starting with Level 1 - which is currently ongoing &
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How BIG is the NFT lending market, actually?. Let's take a walk through this together 👇
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9/ Bull Case #3: Interest rate opportunity. Some lending protocols like @metastretxyz simplify the experience, making it easier for more people to participate in NFT lending — “grow the pie”. It could create a positive feedback loop that could boost the market.
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This makes a lot of sense. I previously wrote a blog post about how some assets thrive in a low-belief rate, bear market environment. As we enter the bull, belief rates become higher. And the mental model we use to think about investments also needs to change.
Trading in the bull vs trading in the bear . I feel that many people that performed quite well in the bear might have a hard time in the bull, at least in the initial phase. The reason? You can't trade both environments in the same way and only those who adapt will outperform.
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RT @Arcade_xyz: ArcadeDAO is launching today. The Arcade Protocol & governance will now be managed by its users - powered by the ARCD toke….
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RT @CannnGurel: Celestia is about to launch. It's gonna be a unique one. If you're not familiar with it, and interested to learn, I'll re….
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Don’t worry. This is the cycle where things get serious. For NFTs. First, a fad. Then, a bubble. Now? It’ll be taken seriously .Because digital property rights verifiable scarcity composability interoperabiltiy art culture intangibles identity.
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RT @Rewkang: How to avoid getting BEAR HOLED and not miss epic rallies. We've all been there - be on the right side of a downturn and then….
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What's happening, guys?. Was everyone just massively underallocated to BTC and ETH?.
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RT @ParadigmaCa: Made a crypto version of this chart 👇. "Time to PMF for crypto protocolos (& companies)"
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A few days later, BTC is at ATH for the year. 🥰 . Something is going on, even if the reasons may not be apparent yet. Not the time to be touching grass. It's time to grind.
There seems to be an unusually strong bid for BTC these past few days, and especially in the last 12 hours. Almost feels like Bitcoin ETF approval news is going to drop anytime now 🤷♂️.
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IMO if there was ever a time to pay full attention to NFTs, it's probably now. - BTC/ETH/SOL ripping → capital flows downwards.- High-quality collections seem have bottomed, not much sell pressure left.- No clear trend yet, but daily volumes could start creeping back up.
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RT @pet3rpan_: A majority of creatives will incorporate AI into their workflow at some point over the next couple of years — and more likel….
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Gm frens. Touching plants this weekend. How about you?
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RT @3xliquidated: 1/ i don't consider myself a macro expert, just a humble enjoyoooor. those who know me know that i am a trader by nature….
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If you want to get into the mind of the top Blur farmer, this is it. Gets me even more bullish on FT.
I hosted @Cbb0fe for an AMA in my @friendtech room. ✊. CBB revealed his background, how the cartel formed, why he's so bullish on FT, and other new details about his strategy and execution. 🧵 highlights you don't want to miss from this epic builder & farmer. 1/n
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Entertainment is the next mega trend that will lean heavily into NFTs. It's an $18 billion opportunity in Asia alone. Here's why: 👇
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