NoSleepJon 💤⏩
@nosleepjon
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Modular Expansion Arc. Unreliable Narrator @Hyperlane_xyz
Joined January 2021
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My 10 thoughts on Modular after ETHDenver:
1) Modular Expansion is real. The modular ecosystem is forming. As recently as January there wasn’t a single live modular rollup. Now we have 7 (or more) rollups live on Celestia and dozens on the way. Multiple rollups and even a cosmos…
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My vision for the Top 10:
$ETH Internet of Blockchains
$LINK Conductor of All Data
$DOT Multichain Facilitator
$SOL Processing Layer
$MATIC Sidechain Structure
$GRT Google of Crypto
$AAVE Lending Leader
$SUSHI The People’s DEX
$SNX On-Chain Stock Market
#BTC
Crypto Gold
Thread ⬇️
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How is SBF not getting slammed in the media as hard as Elizabeth Holmes was? FTX was valued at $32B while Theranos was $10B. The scale of fraud is multiples bigger and directly impacted retail but NYT is still meat riding him?
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Coinbase spent marketing budget on cringe wagmi fake positivity web3 tourist messaging, shilled Doge/Shib/Ape to its normie users, listed absolute bottom of the toilet donkey shit coins on its exchange, fed their users to the wolves and they wonder why growth is slowing.
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SEC will literally let me all-in OTM stock options 69 seconds before expiry but won’t let me get 4% APY on stablecoins. Thank you SEC for protecting me 🙏
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NoSleep reading list V3 🧵
Gud alpha comes to those that read.
1/19
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Vanguard let users buy:
Peloton (-96%)
Beyond (-96%)
Zoom (-89%)
+ various -99% SPACs
But won’t let users buy an SEC-approved ETF.
Vanguard banning all bitcoin ETFs from their platform
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Why I’m still bullish:
$ETH EIP-1559 deflationary upgrade
$LINK $ETH Arbitrum layer 2 launch
$DOT $KSM Parachains, para-auctions
$UNI $ETH Optimism layer 2 launch
$ADA Alonzo smart contracts hard fork
$MATIC Ecosystem growth
$SUSHI Mirin v3 launch
All coming by end of summer.
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I think we’re underestimating how many adults have no friends and are willing to pay eth to join PFP communities.
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Staked TIA is the trade of the cycle:
17% staking APR
30+ airdrops this cycle
Staked airdrops get more airdrops
The most capital efficient yield farm in crypto. TIA prob doesn’t even need to go up to return base capital.
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NoSleep Reading List V4 🧵
Gud alpha comes to those that read and vibe.
1/23
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NoSleep Reading List V5 🧵
Read. Learn. Connect dots. Discover alpha.
1/23
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If you look at the wealthiest self-made people in the world, you notice that most gained their wealth off just 1 or 2 concentrated investments. Diversification is for people who don’t do enough research to have conviction on their bets. I’ve done my research. My bet is on $LINK.
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The Celestia founder hacked the CIA when he was 16 and you’re not bullish TIA?
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Protocols that found sustained PMF this cycle:
- UniSwap
- OpenSea
- Aave
- Maker
- Chainlink
- 0x protocol
- Curve
- ENS
- dYdX
- And USDC/USDT if those count
Prob missing a few but basically filters down to these core ones.
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If normie asks you what you do, just say that you invest in entrepreneurs and startups. You’re a capital allocator, an angel investor, a venture investor, fund manager. Don’t mention crypto, especially on dates. Even if gun to your head, do NOT mention crypto on a date.
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Celestia
Hyperlane
Astria
Dymension
Eclipse
Berachain
Manta
Movement
And more.
Modular Expansion.
Pay attention.
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This was my first NFT ever. Worthless but priceless at the same time.
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“Only invest in stuff you use”
Uses Terra
Uses Celsius
Uses OlympusDAO
Uses Wonderland
Uses DeFi Kingdoms
Uses Bancor
Uses Solidly
Uses crypto ponzis
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How do you insider trade at Coinbase and only make $1.5m?? That’s like cheating in class and not even getting an A. Incompetence on every level.
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Coinbase hired so many web 2 nerd rule followers that they accidentally avoided contagion and won US market in the end LMFAO. Love to see it.
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Finally done with my investment thesis and resource guide for $LINK. Contents include:
- My $LINK Investment Thesis
- What is
#Chainlink
- Use Cases
- Partnerships & Integrations
- Valuing Chainlink
- Catalysts
- Risks
#linkmarines
lmk your thoughts 🔗
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You like the Solana airdrops? Just wait until TIA airdrop season. There’s like 3 people talking about this.
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They will spin it as the failure of crypto and the Web3 thesis. And they’ll get away with it. But the Terra, 3AC, and Celsius meltdowns all happened behind closed doors, only reinforcing why we need the decentralization and transparency that crypto rails create.
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The proposal to punish $OP airdrop dumpers by excluding them from future airdrops is some Paraswap shit lol. Yes go punish the only people that have used your chain. Make sure they go straight to your competitor Arbitrum and never come back.
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The $NEAR bull case
- Sharded, POS chain with infinite scalability
- Galaxy brain team
- EVM, Rust, and WASM compatible
- Gasless EVM chain w 1 second block times with Aurora
- Parachains with Octopus Network
- One of the best dev experiences
- $800 million ecosystem fund
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NoSleep Reading List V6 🧵
The alpha is hidden in the lines. Read between them.
1/19
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Starknet
Arbitrum
Optimism
Polygon
Movement
Cartesi
Sovereign
Stackr
Argus
Caldera
Conduit
Dymension
AltLayer
Astria
Initia
Vistara
Snapchain
Gelato
Neutron
Plume
Manta
Eclipse
Berachain
Aevo
Lyra
Stride
Hyperlane
Modular Expansion ↔️
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Best fundamental projects imo:
$ETH Smart Contracts + DApps
$LINK Oracles + DeFi Data
$BNT Decentralized Exchange
$GRT Blockchain Search Engine
$AAVE Decentralized Lending
$OCEAN Data Tokenization
$QNT Blockchain OS
$SNX Synth Assets + Exchange
$NU Blockchain Privacy Layer
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An entire generation of VCs about to realize what long term investing really means
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People will write 20 tweet threads about yield strategies and still not be able to explain where the yield comes from by the end of it. Sounds sustainable.
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NoSleep Reading List V10 🧵
Wow we made it to V10 already. Hope you've learned something from these lists. Feel free to keep shilling me your writing in my dm's and hmu with any feedback. Now, back to reading:
1/x
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If Near USN offers more APY than Anchor UST what do you think happens
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NoSleep Reading List V13
Bear market shouldn't stop you from learning. Time to catch up on some gud reads 🫡
1/x
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NoSleep Reading List V7 🧵
Nowhere left to rotate in this market? Time to chill and read.
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LayerZero/Stargate
Synapse
Cosmos IBC
Wormhole
Thorchain
Chainlink CCIP
Connext
Hop
Nomad
Need to read up on all of these bridges/cross chain communication protocols. What am I missing?
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NoSleep Reading List V12
Feels like everything everywhere all at once these days. Cut through the noise with some gud reads.
1/x
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I didn’t hold $LINK through multiple 60%+ corrections to sell at $50 and neither should you. Get your act together and respect the pump, triple digits is coming this year.
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The sooner you accept the fact that you’ll miss 99% of the coins that pump the sooner you’ll actually make money instead of bleeding out both portfolio wise and mentally. A few high conviction positions is enough to make it. Trust the process, trust your research more anon.
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An entire ecosystem wiped out, just like that. Not sure we’ve ever seen anything like this.
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Some thoughts before sleep:
Current rotations/narratives:
- Cosmos eco
- GameFi
On deck:
- Avalanche subnets
- Arbitrum (token?)
On watch:
- Near eco round 2
- Solana w Neon Labs EVM
Lmk if I’m missing anything
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Idek my networth anymore, it’s spread across like 69 illiquid NFTs, 420 chains and 690 layer 2s, couldn’t do the math if I tried
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Cosmos gotta be the most right curve of all the ecosystems, not sure even 1% of CT half understands what it is yet
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NoSleep Reading List V14
I know you're not making any money trading this bear market. Time to check out some gud reads instead, before you get liquidated.
1/x
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The
#Chainlink
and SWIFT partnership and its potential impact on the tokenomics of $LINK. Thread 🧵 ⬇️
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The biggest mistake crypto projects and funds will make over the next few years is hiring candidates with x years of irrelevant tradfi experience over CT anons that actually understand the space.
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Your life peaked during the 2021 bull run. You will never experience that euphoria ever again. You will keep chasing that feeling for the rest of your life, only to experience more emptiness. You peaked, everything is downhill from there. Why are you still trying, give up.
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“Am I too late to Cosmos?”
Ser half of CT still thinks Tendermint is a gum flavor.
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$JUNO ATHs but 99.9% of CT doesn’t even know how to buy yet.
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TIA has a clear path to becoming “money”:
1) Every rollup will need to hoard TIA to pay for Celestia scaling. (TIA wars?)
2) Rollups will default to TIA for gas. Easier UX.
3) Users will denominate in TIA.
TIA is Modular Money.
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PSA: If you’re a taxi driver in Barcelona, DO NOT let
@blknoiz06
or
@satsdart
pay you in locked $jewel
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$LINK flipped everything to support on that dip. Now full send, triple digits awaits us.
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NoSleep Reading List V9
Tired from the no sleep markets? Missed out on the pump and salty? Time to take a break and read.
1/x
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All the NoSleep Reading Lists in one place. Happy reading and vibing 🌊
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Imo any crypto fund worth their salt should build out a media arm. Hire in house shitposters, threadooors, and substackooors. Spin narratives, counter narratives, narratives of other narratives. Your goal is to gain as much market share in the attention economy as possible.
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The best way to long the Cosmos ecosystem as a whole is $OSMO, not $ATOM. Few.
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NoSleep Reading List V15
Bad market. Gud reads. Balanced, as all things should be.
1/x
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The best crypto cults have something simple you can put in your name/bio to signal that you’re part of it. People like to belong. Like (3,3) for OHM, 🌕 for Terra, .eth for ETH, etc. If you’re in charge of marketing for project and this isn’t a priority what are you even doing?
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NoSleep Reading List V11
Gud reads. Gud alfa. Gud vibes.
1/x
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Just officially paid off the rest of my student loans. Made this twitter account originally to document my trading to pay off the student loans and now that I’ve finally done it, it feels… anticlimactic? My goals have evolved so much over the last 1.5 years it doesn’t feel real.
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Modular Big Bang Theory.
@CelestiaOrg
underneath.
@Hyperlane_xyz
between.
Modular Expansion.
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From what I understand:
- Polkadot hyped as eth killer
- Mercenary devs farmed grants
- VCs dumped vaporware shitcoins on everyone
- Found out parachain auction system sucks
- Delayed bunch of stuff
- Blew lead in alt L1 race
- Finally shipped recently, some usable stuff now?
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Hate to say it, but New York Bitlicense unironically saved bunch of people from getting rekt on FTX, Voyager, and Celsius
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Not the best timing, but I’m currently on the market for a full time role. Open to a lot of things, product/BD/growth at a crypto project or analyst/research work for a fund. If you enjoy my writings + reading lists and are hiring or know someone hiring, lmk 🤝
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There’s something insidious about these DeFi educator accounts, it’s hard to describe. Similar vibes and language to LinkedIn circle jerk posts. Huge threads that say nothing at all. Target audience knows no better, so they slurp up the spoonfed “alpha” and insincere inspiration.
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Only chart I’ll post for a while.
TIA is the SOL of this cycle.
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My goal is to stack as much $LINK as possible and help
#linkmarines
do the same. So I’ll start putting out research and charts for small cap altcoins and swing plays that we can flip in short-medium term for profits to be rotated back into
#Chainlink
. All in this together 🤝🔗
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Bunch of 8+ fig valuation projects and DAOs run more like middle school group projects than anything else. Lord have mercy on this industry.
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Imagine lever longing Tubby cats floor perps then using that position as collateral to buy 1/69th of a BAYC to claim a fractionalized airdrop which you put into a CryptoPunk covered call vault to farm yield that automatically repays the loan. All from one NFT-Fi dashboard.
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$LINK cycles shortening and historical resistance line weakens every tap. Retesting again. Was this all just vertical accumulation?
#Chainlink
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NoSleep Reading List V8 🧵
Tired of getting railed by your crypto taxes? Time to take a break and read.
1/24
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I really like $NEAR but think $ATOM eco has much clearer narrative and catalyst with Evmos coming up in next few weeks. Runway into massive airdrop that most of CT still unaware of plus cleaner chart structures makes this easier for me to play.
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We’re starting to realize:
Nothing left to rotate to
Nothing left to PvP
No game left to play
No more dopamine hits left
We call it PvP but there’s no one left to play against except yourself
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Video games just don’t hit the same since finding crypto
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$LINK and SWIFT integration live on Chainlink Marketplace 👀
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Everyone aping 6 chains and 69 different ponzis at once bc of fomo. Ima just focus on the $NEAR ecosystem and the occasional 1-2 ponzis for fun. All it takes is one big conviction trade. Also I don’t have bandwidth to manage more than 3 positions at once so.
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If you’re young, get a job.
The goal is to make generational wealth AND grow as a person. You learn a lot just being around high functioning coworkers.
You don’t become well adjusted by sitting in your windowless apartment in degenerate group chats every day.
Get a job.
Some thoughts on quitting your job to go full time crypto:
People are discussing quitting jobs to go all-in on crypto. I don’t think that it’s the best advice and would instead suggest leaning into your crypto “talents” and getting a job in the industry.
Since I started…
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The whole world falling apart rn but I’m just here trying to figure out how to calculate my tax bill manually across 10 chains, any tips or good crypto tax software recs appreciated
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New substack piece on the unspoken impact of the crypto grind on real life.
Been thinking about this for a long time but never had the inspiration to get it down on paper until now. Hope you enjoy and reflect.
Appreciate any RT’s 🤝
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So many people are underexposed to $LINK and it shows. This incoming fomo pump will be magnificent. The question is are you ready for the
#Chainlink
roof busting, face ripping, early retirement, moon mission, God Christ candles?
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$LINK historically moves in 14 month cycles with each capped by massive pumps. The last 3 monthly candles are looking familiar 🤔 Possible that LINK is accelerating into final phase of cycle already. Final 2 candles for previous cycles resulted in 1100% and 400% moves.
#Chainlink
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Why ship when you can just keep delaying until your team allocation unlocks and you can exit freely
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NoSleep Reading List V18
If you're seeing this, congrats you survived.
1/x
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Just reread my tax return and realized my accountant had no idea what they were doing.
I’m my accountant. I’m going to jail.
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TIA is going to cause a lot of pain this cycle.
But the survivors will be kings.
Perps traders
Panic unstakers
Delta neutral hedgers
Early sellers
Late sellers
I’m keeping it simple.
Spot only. Shitposts along the way.
Modular Money.
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