"Due to the US debt ceiling debacle, no banks can get "bailed out" by the govt. This is the perfect point of political paralysis to capitalise on another probably several non-TBTF banks getting deaded by the FDIC."
TBTF - too big to fail
#reads
https://twitter.com/CryptoHayes/status/1653175131123126272?s=20
TBTF - too big to fail
#reads
https://twitter.com/CryptoHayes/status/1653175131123126272?s=20
Twitter
1/
A longer essay coming soon on my take. This $JPM / $FRC deal means the US regulators decided to nationalise the banking system.
A longer essay coming soon on my take. This $JPM / $FRC deal means the US regulators decided to nationalise the banking system.
Forwarded from Alpha
Alpha
image_2023-05-03_12-46-30.png
defi, meta, gaming, pow, mining are dead clean returns since dec/2022 (don't be dry liquidity)
Fan tokens, launch pool/ launchpads, BCS, Innovations coins are real performers (continue to outperform) Trend/friend
Fan tokens, launch pool/ launchpads, BCS, Innovations coins are real performers (continue to outperform) Trend/friend
tldr;
token unlock design’s impact on volatility and long term health:
• Small unlock events, those that increase circulating supply by 0% to 1%, had no meaningful relationship to price.
• Larger unlocks, those that increase circulating supply by greater than 1%, correlated to a noticeable, negative relationship: as unlock size increased, prices decreased.
• Tokens that have vested most of their supply (more than 70%) had both substantially lower volatility and higher relative prices than tokens early in their vesting periods.
• Protocols with a higher than average allocation to private groups (e.g. team, investors) than public (e.g. ecosystem, community) showed modestly better performance for protocols with a higher allocation to private groups. The results, however, in our view weren’t meaningful enough to be a primary consideration for token engineers.
#reads
https://6thman.ventures/writing/we-analyzed-5000-token-unlocks-this-is-what-we-found/
token unlock design’s impact on volatility and long term health:
• Small unlock events, those that increase circulating supply by 0% to 1%, had no meaningful relationship to price.
• Larger unlocks, those that increase circulating supply by greater than 1%, correlated to a noticeable, negative relationship: as unlock size increased, prices decreased.
• Tokens that have vested most of their supply (more than 70%) had both substantially lower volatility and higher relative prices than tokens early in their vesting periods.
• Protocols with a higher than average allocation to private groups (e.g. team, investors) than public (e.g. ecosystem, community) showed modestly better performance for protocols with a higher allocation to private groups. The results, however, in our view weren’t meaningful enough to be a primary consideration for token engineers.
#reads
https://6thman.ventures/writing/we-analyzed-5000-token-unlocks-this-is-what-we-found/
6MV
We Analyzed 5000 Token Unlocks - This is What We Found - 6MV
We analyzed 5000+ token unlocks to derive insights and best practices for founders designing their own token unlock schedules.
agree w this esp the points on how previous cycle’s problem are slowly being solved or improved on
the space keeps growing in traction and tech
we’re about to hit the S-curve for real
https://twitter.com/redphonecrypto/status/1654173100139847681?s=21&t=hwjUFPTzHMgAogqPhxB6DA
the space keeps growing in traction and tech
we’re about to hit the S-curve for real
https://twitter.com/redphonecrypto/status/1654173100139847681?s=21&t=hwjUFPTzHMgAogqPhxB6DA
Twitter
1/ Despite general bearishness, the next cycle will probably be the most explosive yet for crypto...
A few thoughts on why 🧵
A few thoughts on why 🧵
worth taking the time to read this
GCR wisdom
#reads
https://cryptonarratives.substack.com/p/compilation-of-the-best-gcr-nuggets?nthPub=581
GCR wisdom
#reads
https://cryptonarratives.substack.com/p/compilation-of-the-best-gcr-nuggets?nthPub=581
Substack
Compilation of the best GCR nuggets
Alpha in its purest form
if you need access to Arkham Intelligence, you can use this link to skip the waitlist and gain access
there might be an airdrop for early users of the platform
a pretty good platform to track institutions and honestly im impressed at the interface
there might be an airdrop for early users of the platform
a pretty good platform to track institutions and honestly im impressed at the interface
i don't promote memecoining but i recognise that if done well it can bring you some riches
if you plan to do it then you'll probably want some guidance
https://twitter.com/ChadCaff/status/1654465804052860935?s=20
if you plan to do it then you'll probably want some guidance
https://twitter.com/ChadCaff/status/1654465804052860935?s=20
X (formerly Twitter)
Caff (@ChadCaff) on X
You don’t go from 4 figs to 7 figs consistently on memecoins without a plan.
Remember that new wallet I turned from $5k to $130k in a week? Here’s a quick update pic for you 😎
Fancy catching 1000x, 100x & 20x’s consistently?
Crash course on shitcoins 🧵👇:
Remember that new wallet I turned from $5k to $130k in a week? Here’s a quick update pic for you 😎
Fancy catching 1000x, 100x & 20x’s consistently?
Crash course on shitcoins 🧵👇:
👍1
Crypto Mumbles
if you need access to Arkham Intelligence, you can use this link to skip the waitlist and gain access there might be an airdrop for early users of the platform a pretty good platform to track institutions and honestly im impressed at the interface
if you're currently using the Arkham platform, you should've received an email (i just did) regarding their airdrop
the airdrop $ARKM is confirmed
no specific details yet, but users in the early access will be airdropped $ARKM once it is launched
you can use the link above to gain access as mentioned previously if you haven't ^
the airdrop $ARKM is confirmed
no specific details yet, but users in the early access will be airdropped $ARKM once it is launched
you can use the link above to gain access as mentioned previously if you haven't ^
👍1
BRC-20 tokens on Bitcoin explained
tldr;
similar to ERC-20 on ethereum but with more limitations such as being unable to interact w smart contracts
despite it's booming marketcap, it's still an experiment and are not intended to be worth anything
https://mythbtc.xyz/brc-20-token-standard-bitcoin/
#reads
tldr;
similar to ERC-20 on ethereum but with more limitations such as being unable to interact w smart contracts
despite it's booming marketcap, it's still an experiment and are not intended to be worth anything
https://mythbtc.xyz/brc-20-token-standard-bitcoin/
#reads
Myth BTC
What are BRC-20 tokens on Bitcoin? | Myth BTC
The BRC-20 token standard is an experimental fungible token standard for Bitcoin created by Twitter user, @domodata on March 8th, 2023.
Crypto Mumbles
with the transparency that crypto brings, it also brings volatility as traders tend to track and follow whales "The perception of actions by large holders can also have a consequential impact on Bitcoin’s value." then again, there are smart whales and dumb…
Crypto Briefing
Crypto Whale Loses $500K+ Speculating on Pepe Memecoin
PEPE memecoin made waves this weekend, enticing one investor to buy 962.3 billion PEPE before the memecoin's price fell 38%.
MUST read
Arthur discusses the current state of the economy, how it happened, and the options available that stops non-TBTF banks from going bankrupt given the current state of the economy
assuming that the USG will not let it’s banking system become a complete failure (they most definitely won’t), then ⤵️
“Either way, gold and Bitcoin are going up because either the supply of money increases, or the price of money decreases.”
https://cryptohayes.medium.com/the-denominator-68c3ad8f4ae4
#reads
Arthur discusses the current state of the economy, how it happened, and the options available that stops non-TBTF banks from going bankrupt given the current state of the economy
assuming that the USG will not let it’s banking system become a complete failure (they most definitely won’t), then ⤵️
“Either way, gold and Bitcoin are going up because either the supply of money increases, or the price of money decreases.”
https://cryptohayes.medium.com/the-denominator-68c3ad8f4ae4
#reads