dehart

[dehart @dehart020]

I jumped into the crypto/NFT space 5 months ago, and it's been a whirlwind ride. I've never learned so much & been so excited in so short a stretch of time.

As we enter 2022, here are some of my main takeaways on the market and where I think we're heading: 🧵

[dehart @dehart020]

@Mercury_Prime I’m so sorry to hear that. Sending you and your family thoughts ❤️ It must have been incredibly tough writing this

[dehart @dehart020]

@shorttrapper What do you think is going on this morning? Luna with some surprising strength while equities continue to sell off

[dehart @dehart020]

I hate to be a bear, and I know people don't like hearing it publicly

But those are the major trends I'm seeing

I do worry about some younger investors who are always quick to buy the dip. Particularly those who believe in long-term potential, but ignore valuations. Stay safe!

[dehart @dehart020]

In March, I helped put together an economics presentation for our firm's investors

Less than 1 month later, it's become too dated and we've had to redo it..

Here are some takeaways. Please excuse the macroeconomist larping for a day:

[dehart @dehart020]

7/ Valuations

I think one thing is clear, which is that multiples will continue to decline.

These are inversely correlated with inflation and interest rates. We've had an unprecedented run of ultra-loose monetary policy for the last ~13 years

[dehart @dehart020]

After his tweet, I have a lot of DMs to go through. Which I promise to spend time on

It's been great meeting new friends so far

I won't be able to add everyone, but please shoot me a quick intro if you're interested!

[dehart @dehart020]

I wanted to shoutout to @SOLBigBrain for supporting this small brain

He's the main reason I'm tweeting to more than 30 followers today 😂

I've chatted with him a few times and can vouch that he is 1) a LEGIT private investor and 2) always looking to help others make it

[S◎L Big Brain @SOLBigBrain]

0/ Opportunity/luck tends to come to those who put themselves CONSISTENTLY in a position to FIND it.

Let's discuss the following post below....

[S◎L Big Brain @SOLBigBrain]

0/ Opportunity/luck tends to come to those who put themselves CONSISTENTLY in a position to FIND it.

Let's discuss the following post below....

[dehart @dehart020]

@ItsCorpy @SolSteiNFT BRUH indeed. Congrats!

[dehart @dehart020]

I obviously hold a bag (I think it'd be weird to spend this much time writing and not believe, lol)

But I've been REKT in the past by following some influencer shills. And we don't need any more of those 🙅‍♂️

[dehart @dehart020]

Since this seems to have gained some traction, I just want to be 100% clear:

I don't want to suggest people buy into any project because "math says buy"

I'd like to share the facts and let people make their own conclusions

Valuations are objective. But opinions are subjective

[dehart @dehart020]

With the @YawwwNFT IDO coming up on March 9, here's my analysis of the project. Using my fave topic, math 🥸

Some Qs I tried to address: What's a fair price for the IDO? What does that imply for the current NFTs? What should you pay for a rarer NFT?

A thread 🧵👇

[dehart @dehart020]

@positiveplayer9 @YawwwNFT Haha, you're right. I think the latest dynamic listing feature is similar to this need, but I'm not 100% updated on the details

[dehart @dehart020]

With the @YawwwNFT IDO coming up on March 9, here's my analysis of the project. Using my fave topic, math 🥸

Some Qs I tried to address: What's a fair price for the IDO? What does that imply for the current NFTs? What should you pay for a rarer NFT?

A thread 🧵👇

[dehart @dehart020]

@permissionlesol Oops, didn’t mean to rug. Thanks for pointing it out 😅

[dehart @dehart020]

PS, in the spirit of WAGMI, I recently started a small Discord group to learn together

It's mainly some Canadian friends + ppl I've met in the space over the past few months.

If you're interested in joining, please shoot me a DM intro. I'd love to meet like-minded people!

[dehart @dehart020]

11/ Lastly, please feel free to share your feedback on the spreadsheet. I welcome any and all thoughts. It's available publicly on Google Sheets:

https://t.co/4yGqg4rdBD

You just have to copy it to use yourself. Hopefully this is something the community finds useful🙂