Deedeechang👨‍🌾

defi.gamefi.metaverse

[Elon Musk @elonmusk]

Lee Kuan Yew was a genius

[Chicken Genius @pakpakchicken]

I’m seeing a lot of PTSD on my timeline. Too many bad takes imho.

Here are my current thoughts
→2025 Q1 - mini alt season
→2026 Q1 - real alt season when CT collectively decided it peaked

The next market top signal will be different. I’ll share my out of this world game theory maybe at a later time. Had a chat with the very best at this game and they pinned it as one of the top signals.

On macro:
There’s a time for macro to shine, now is not the time. Been saying this for months. If you followed Macro, you would be sidelined this entire move.

Here are 2 post with good takes. Have a read.

[Tascha @TaschaLabs]

If war breaks out in Europe

· Capital flight-to-safety to US--> US stocks up
· Central banks loosen--> US stocks up
· Emerging mkts hit by bigger recession--> capital flow to US--> US stocks up

Same logic applies to crypto. Just replace ‘US’ with ‘metaverse’.

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

Real wealth is created during bear markets.

But no one shares practical advice other than "buy the dip".

Here's your playbook to make the most out of a bear market:

(+ a few sample portfolios)

[Patrick Scott @patfscott]

I can think of 5 tokens that benefit directly from stablecoin growth, by being burned or locked to mint stables:

$LUNA ➡️ $UST
$FXS ➡️ $FRAX
$WAVES ➡️ $USDN
$SPA ➡️ $USDs
$VADER ➡️ $USDV

Any others?

[ZachXBT @zachxbt]

How are we feeling Banter Fam?

[Route 2 FI @Route2FI]

What are your experiences with Solidex Finance? Haven't tried it yet, but looks attractive at first glance.

Some juicy LP's:

- $USDC / $MIM 27% APR
- $USDC / $FRAX 28% APR
- $WFTM / $TOMB 381% APR
- $WFTM / $FRAX 99% APR
- $BOO / $XBOO 964% APR

Rewards in $SEX & $SOLID

[Fishmarketacad @ethconf @FishMarketAcad]

With the $MARS lockdrop now live, here's an overview of @mars_protocol and how you can participate in their prelaunch phases!

🧵👇🏻

[ONTO Wallet - Web3 Gateway @ONTOWallet]

#ONTO is excited to host a #giveaway with our ecosystem partner @harmonyprotocol! 👏

💰 A total of 4,000 $ONE up for grabs!

📅 Event runs until Feb 20, 13:00 UTC

Complete all tasks in Gleam to share the REWARDS! 🤑

Get started now 👇
https://t.co/goWvY179mK

[Route 2 FI @Route2FI]

Edge Protocol is launching its beta today.

Let's look at 4 different strategies you can use to maximize your gains:

1) Degenbox (borrow $UST - loop)
2) $LUNA leverage
3) $LUNAx leverage
4) The $LUNA shortooor

/THREAD

1/12

[Patrick Scott @patfscott]

Bitcoin is a hedge against inflation and risk.

HOWEVER, that only makes up a portion of Bitcoin's value. A large portion of the current value is speculation on future adoption and price appreciation.

Hence it trading like a tech stock rn.

[Route 2 FI @Route2FI]

Before going into a new DeFi project, check this:

1. Social media (quality followers/engagement), sentiment on Twitter
2. Website, whitepaper, roadmap
3. Audit (quality, correct code, real)
4. Team - experience, dox vs anon
5. @DefiSafety & @RugDocIO
6. Skilled friends' thoughts

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

I spent $40k on my Uni and barely got a job
I lost around $15k into my eCom biz until it profited.

You lose before you win.

Everyone in DeFi gets scammed, rug pulled, and exploited at some point.

We're so early - it's the COST of our education.

[Route 2 FI @Route2FI]

DeFi protocols I'm looking to test more in the coming weeks:

-Solend
-Frax Finance
-Vader Protocol
-Hubble Protocol
-Aperture Finance
-Prism Protocol
-Advias Protocol
-Trader Joe (new tokens)

What else looks interesting in DeFi?

[Delphi Digital @Delphi_Digital]

Delphi Media has a lot of plans to expand just past @PodcastDelphi this year, and today we’re excited to share a new offering - DISRUPTORS by Delphi

Short thread below on what DISRUPTORS is and why you won't want to miss an episode

[Kirill Naumov @kinaumov]

A Harmony Thesis.

Over the last two years, @harmonyprotocol has built one of the best blockchains in terms of both tech and user experience. It is positioned to outperform other L1s this year in ecosystem growth, user adoption, and token performance.

1/x

[Green Pill 🟢🥶🌽🌾 @takegreenpill]

Updated list of crypto passive income & buying set up guides:

$STRONG
$THETA
$GZIL
$CRV
$CVX
$BTRFLY
$PRXY
$NAKA
$RPG
$POLC
$JADE
$SPIRIT & $FTM
$OHM
$TIME
$SPELL
$ICE
$GRO
$TRANQ

Nothing in this thread is financial advice. List will be updated as more guides are made.

[Zaheer @zaheerebtikar]

I really hope we see some M&A in crypto in 2022, especially for data providers.

There's so many more that don't even make the list. I pay way too much for subs...

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

Here's everything you need to know about risk management in Crypto:

• Risk Management Frameworks from business, trading, and poker

• Risks in DeFi you're not even aware of

• Reducing risks w/o sacrificing too much yield

🧵