ljc

Tradfi tech investment professional/research analyst exploring the world of web3/crypto | Stanford alum

[Rowan Cheung @rowancheung]

Over the past year, I've probably tested over 1000+ AI tools.

This is your all-in-one guide to every useful AI resource besides ChatGPT.

🧵 A thread:

(I will keep adding to this, bookmark + follow for updates)

[Fidenza Macro @fidenzamacro]

Why I'm worried about commercial real estate and jobless claims.
https://t.co/WLr2fiRCHd

[Elbridge Colby @ElbridgeColby]

U.S. shouldn't put its bets on China's demographics leading to near/medium-term decline.

I'm not an economist but was exchanging notes with someone who is a very good one. Some key points on this. 1/

[Brett Caughran @FundamentEdge]

A PODCAST CURRICULUM FOR THE ASPIRING BUY-SIDER:

Early in my career I worked at a firm that also had an in-house fund of funds. This fund had a very good up front training program, but the monthly analyst training program really blew my mind.

A few times per year, we had

[ljc @ljc2733]

Great episode on gaming

[Patrick OShaughnessy @patrick_oshag]

For the last 2 years, I’ve learned about the business of gaming from @mitchlasky

There aren’t many that know their domain like Mitch knows his, from the inside as an operator and outside as an investor

Thrilled to be able to share this one with you all

https://t.co/JEc5laTbab

[DuskBreakers @DuskBreakers]

Our first HUGE #BUIDL is here. Come play w/ ALL THE THINGS! 🕹️

NEW Mint + Video Game + 16 chapter Visual Novel + XP System 😤

All fully integrated. Play + Lore to Level Up.

BEHOLD: The Gribble Eggsperience!

(they call it a sizzle because it's so 🔥🔥🔥🔥🔥)

[Brett Caughran @FundamentEdge]

THESIS CREEP & TRADING PLANS

Ahh the great killer of performance. Thesis creep. You generate an idea, build your model, develop your thesis, get it in the book. So exciting!

Then something unexpected happens. Well, I didn't see that coming, but that doesn't destroy my thesis,

[ljc @ljc2733]

@simiao_li @mrjasonchoi That makes sense. I like how you frame 'attention' as the scarce asset. Similarly, the 'land' will be competing with other forms of digital activities that demand attention (e.g. video, audio)

[ljc @ljc2733]

@potateschmate @BendDAO @DuneAnalytics Where would the 80% yield come from?

[Cirrus @CirrusNFT]

🚨 BendDAO founder has proposed emergency changes to the protocol 🚨

If the vote passes theres a high likelihood of 600+ liquidation auctions of BAYC, MAYC, Clone X, Azuki, and Doodles over the next month

A quick thread to dumb it down + how you can capitalize...

[Cirrus @CirrusNFT]

There are currently 32,267 ETH ($59,048,610) worth of NFTs being used as collateral for loans on BendDAO alone

For the first time ever, a lot of these are at serious peril of liquidation

A thread on the single biggest risk to the NFT market that nobody is talking about

[ljc @ljc2733]

@brycent .@DuskBreakers is my high conviction play

Thesis here: https://t.co/4vS5HTjL6Z

Project continues to be underappreciated by the market, given the team quality and consistent execution -> released 3 mini games, 2nd collection drop with Play to Evolve mechanics, webcomic/lore

[ljc @ljc2733]

@DuskBreakers is the 1st NFT project I invested in/minted. Sharing my thesis below:

1) Strong Team
2) Big Market Potential Beyond Gaming
3) Good and Thoughtful Execution
4) High Quality Community
5) Undervalued (potential not priced-in yet)

Thread below🧵

[BurstingBagel 🥯 @burstingbagel]

(1/31) NFT Finance is one of the narratives that I am extremely bullish on. What if I told you the recent sudoswap buzz is just the beginning 👀

A giga thread on all the NFT finance projects that I've compiled during the past few months.

👇🧵

[ljc @ljc2733]

@j1mmyeth *A* is once off while *B* is recurring

Depends if 100k eth volume is daily, weekly, yearly, or total in perpetuality

[ljc @ljc2733]

@punk6529 I thought one of the value prop of NFTs is to allow creators/artists to monetize their creations/art through royalties. 0% royalties seems to disincentivize creators/artists to use NFTs.

While 0% royalties is good for traders, it lowers the quality of NFTs in the long run.

[Ronan @Ronangmi]

1/ NFT value comes from attention. However, attention has a ceiling if sufficient liquidity does not exist.

Attention= Value, but Attention x Liquidity= Value^2

Check out my piece on capital efficiency and NFT liquidity solutions, summary below.

https://t.co/oFhL1qlaMl

[danii @danii_xyz]

The Attention Economy, How It Affects the Price of NFTs, and How It Can Help You Decide When to Buy and Sell

A Thread 🧵 👇

[DuskBreakers @DuskBreakers]

Thinking about grabbing some gribble eggs? Well then you're going to need OmniGrow. And that means you need to meet Adrian, and his cute pet Asha. Word is he used to work for Dusktech.

When you get your egg, find Adrian. He's got the 411.

Adrian is waiting to meet you on 8/19!

[Tascha @TaschaLabs]

Today’s problems of web3 are tomorrow’s investment opportunities.

Look for projects that work to solve these 8 big problems of the industry:

[Compounding Quality @QCompounding]

🧵 25 Things I wish I knew about investing 20 years ago.

Lesson 1: Invest for the long term.

In the short run, stock returns can be very volatile, but they are very robust in the long run. Over time, stocks always perform better than bonds.