ClearChainCap

Trading and Investing in Digital Assets |
Tweets are not financial advice; DYOR

[ClearChainCap @ClearChainCap]

0/ Current state of undercollateralized DeFi lending👇

Undercollateralized lending has been an elusive holy grail since 2017, but has seen rapid innovation in the past 12 months

A thread on how it has evolved

Inspired by @AlexMasmej+@sidbpowell's 2019 deep dive on the subject

[ClearChainCap @ClearChainCap]

@_kinjalbshah @ApeDao_

[ClearChainCap @ClearChainCap]

@ApeDao_ has some of the top asset managers and one of the strongest communities in the NFT space

Since inception, they have amassed an impressive 81 BAYC apes, 34 BAKC pups, a fem punk+more

Having gone ~30X since launching, they are raising fresh funds now

[APE DAO 🦍🦍🦍 @ApeDao_]

Many inbounds on members wanting to join our APE Family! We want to welcome new members and we've instituted a new-membership phase limited to 300 new members

Steps:

1) Join discord : https://t.co/qnWdWK5IDW
2) Read #FAQ and post in #new-membership-commitments
3) APE IN

[ClearChainCap @ClearChainCap]

5/ Principle 3: Be aware of market heating up

The Best way to gauge this will be to monitor obviously fundamentally weak projects like $BSV, $ETC and $BCH.

When such coins begin to go back to ATH, it's probably the last phase of this bull run

[ClearChainCap @ClearChainCap]

1/ How to play the Crypto Bull Market: A Thread

The recent one sided move has surprised traders & long term investors alike.

A discussion on coin selection and risk management to milk this second phase on the bull market 👇

[ClearChainCap @ClearChainCap]

4/ Principle 2: Trade with Relative Strength

If one uses charts, compare the token of your choice with BTC or ETH to understand if they are outperforming or not.

This helps in narrowing the list when multiple coins breakout together, as we buy the ones with highest momentum

[ClearChainCap @ClearChainCap]

Undercollateralized lending is rapidly making its way to mainstream recognition. Congratulations to @RafaelCosman and team on the raise! The future for UCL and $TRU look very bright

[ClearChainCap @ClearChainCap]

@KyleSamani We've been thinking about this for some time. In our opinion, the largest problem that crypto rails are solving for UCL is institution-less globalization of credit markets. And eventually, more open data = higher underwriting accuracy

https://t.co/13D98faxih

[ClearChainCap @ClearChainCap]

0/ Current state of undercollateralized DeFi lending👇

Undercollateralized lending has been an elusive holy grail since 2017, but has seen rapid innovation in the past 12 months

A thread on how it has evolved

Inspired by @AlexMasmej+@sidbpowell's 2019 deep dive on the subject

[ClearChainCap @ClearChainCap]

@jessewldn https://t.co/dAALQmKUfY

[ClearChainCap @ClearChainCap]

@santiagoroel @AaveAave @StaniKulechov A lot of innovation going on in the undercollateralized lending space. @AaveAave is certainly at the forefront in most areas. But others like @TrustToken have also made leaps in setting up credit scoring systems

[ClearChainCap @ClearChainCap]

0/ Current state of undercollateralized DeFi lending👇

Undercollateralized lending has been an elusive holy grail since 2017, but has seen rapid innovation in the past 12 months

A thread on how it has evolved

Inspired by @AlexMasmej+@sidbpowell's 2019 deep dive on the subject

[ClearChainCap @ClearChainCap]

@parisrouz Couldn't agree more. Gaming is also incredibly nascent compared to DeFi. A lot to be excited about.

https://t.co/zRMvDZmbyG

[ClearChainCap @ClearChainCap]

1/Decentralized gaming has been gaining steam in terms of adoption, value capture & speculation

In this thread, we take a look at the foundation layer of decentralized gaming: virtual worlds

Thoughts inspired by @borgetsebastien, @CryptoGodJohn, @KyrosVentures, @AndrewSteinwold

[ClearChainCap @ClearChainCap]

$BTC netflow data flashing concerning signals

The last 3 times netflows spiked this high marked local tops for BTC price

Given BTC price weakness over the past few months, these inflows converting to sales could be short-term bearish

@wclemente @APompliano

[ClearChainCap @ClearChainCap]

20/ We are already starting to see market dominance from @Decentraland and @TheSandboxGame emerging as leaders

With MCAPs of ~$800M and ~$300M we believe we are still relatively early in the growth cycles of both projects

[ClearChainCap @ClearChainCap]

1/Decentralized gaming has been gaining steam in terms of adoption, value capture & speculation

In this thread, we take a look at the foundation layer of decentralized gaming: virtual worlds

Thoughts inspired by @borgetsebastien, @CryptoGodJohn, @KyrosVentures, @AndrewSteinwold

[ClearChainCap @ClearChainCap]

19/ Conclusion

Virtual worlds are at the forefront of the decentralized gaming revolution and are poised to continue growing

Given the role of social consensus in valuing real estate, we expect this space to be dominated by 1–2 players over the next 5–10 years