Tracy

[Joel John @joeljohn]

Been observing how founders and investors tend to confuse token price action for potential customer demand in nascent categories.

Picking where to build on, can be tricky if you are too early and have a limited runway. Wrote a bit about this last day.

https://t.co/H7ylmG5mUO

[rektdiomedes @rektdiomedes]

Thread: Isolation, Wifi Money, And The Prison Of Modern Society

🧵

One of my all-time favorite stories is The Count Of Monte Cristo...

I've read and/or watched different versions of it ever since I was a kid, and its always resonated with me intensely.

1/x

[Tracy @0xvynl]

@starknetvietnam Besides being a gaming console, does Cartridge plan to build other products such as marketplaces or NFT infrastructures?

[Jason Choi @mrjasonchoi]

The Definitive Thread on FTX

I met SBF before FTX started, and witnessed their rise and fall. I can't stand @nytimes's puff piece.

If anyone wants to know what happened, send them this.

[Jeff Dorman @jdorman81]

If you are shocked that digital assets are holding in well vs equities, rates, currencies, commodities... might be time to acknowledge that digital assets decoupled from macro months ago

Not entirely independent, but definitely not fully dependent either

https://t.co/djxl3ulotm

[rektdiomedes @rektdiomedes]

Thread: The 10 Biggest Macro/Geopolitical Powderkegs Facing Markets Right Now

🧵

So it appears that, economically, the only question at this point is "what will break first?"

Here's 10 looming issues to watch:

1/x

[Tracy @0xvynl]

@starknetvietnam Why did you choose the name Braavos?

[StarkWare 🥷 @StarkWareLtd]

Time to announce: Cairo 1.0 🦅
This is Cairo's biggest advancement to date.

Cairo 1.0 will enhance usability, safety, and convenience. It will support StarkNet's permissionless network requirements, and will simplify and secure the protocol
https://t.co/HgpR6f1VRm

[Tracy @0xvynl]

@starknetvietnam What is Empiric's lowest latency?

[Gammichan @gammichan]

My bull hopium threads marked the bottoms in May 2021 and June 2022 but given I expect another leg down in the next 3-6mo... it's time for a bear thread 😁

Will try to post all evidence I come across that the economy is fucked.

[korpi @korpi87]

$ETHPOW? $ETHPOS? $ETH? WTF?

Everything you need to know about the Ethereum hard fork and $ETH after the Merge.

Simply explained so that your grandma will understand it too.

A couple of bonus trades at the end.

[Jordi Alexander @gametheorizing]

Its rare to see macro markets moving like a drunk saylor, but that's what we are seeing at the moment.

Good data is bad and bad data is good? Or are we not doing that one because of inflation? What's going on?

Front-end yields are in the middle on an epic 2-day collapse.. 👇

[Tascha @TaschaLabs]

Shocking fact on crypto adoption:

Real global transaction volume in crypto is back to early 2019 level, while prices are much higher (txn volume is deflated by crypto price index to take out price appreciation effect).

I.e. real crypto usage has barely grown since 2019.

[Leonid Volkov @leonidvolkov]

Putin's next (and final) battle.
(This thread went viral in Russian so I decided to publish an English version as well)

A long thread about what, in my opinion, is Putin's strategy right now, and the last gamble he is making to break Ukraine's resistance.


1/26

[Patrick Collins @PatrickAlphaC]

Amazing article from @ChainLinkGod on what's been happening over the last couple of years w/ a billion different L1s launching

I often joke:
"Blockchain X can spend all their money on marketing because you don't have to pay engineering when you fork geth"
https://t.co/IWD5jMKEdp

[Patrick Hansen @paddi_hansen]

The ECB has published 3 new research articles on

• Climate risk of crypto
• DeFi
• Stablecoins

They give a good overview of how the ECB thinks about these issues and contain some remarkable quotes and graphs. A few examples 👇
https://t.co/KDO5NC9cqF

[Adam Cochran (adamscochran.eth) @adamscochran]

1/25

3AC contagion:

Didn't think this is something I'd be discussing again so soon, but since this weekend news broke that 3AC wasn't "cooperating with liquidators" it likely changes the timeline and severity of any forced selling.

[Jason Choi @mrjasonchoi]

Excited to announce my next venture: @Tangent_xyz, a unique angel syndicate of crypto founders, for founders.

Our principles: small checks, big impact, high conviction.

https://t.co/V6e44SOYo9

[wassieloyer @wassielawyer]

1/ The fact that 3AC has been put into liquidation in the BVI is hitting headlines everywhere. But what does that mean? What is this Chapter 15 that just been been filed in the US?

Here is a thread demystifying all of this from a hentai anime penguin in a suit: