Marco Nardone

Founder & CEO of Wineapp - UK’s largest app for on-demand fine wine delivery 🚲 $ETH $SOL $AVAX $LUNA

[Marco Nardone @marconardone]

Crypto isn’t a “currency”; this isn’t FX. Current L1 & L2 tech are exciting network ecosystems solving complex problems (eg DeFi for legacy finance). Network effects become exponential with adoption, and @ 135m users that’s only akin to the internet in 1997 as per @willywoo chart

[Willy Woo @willywoo]

In terms of adoption, Bitcoin has roughly the same users as the Internet had in 1997.

But Bitcoin's growing faster. Next 4 years on current path will bring Bitcoin users to 1b people, that's the equivalent of 2005 for the Internet.

[Will @WClemente]

Projecting this growth out into the future using a mean and weighted mean of other historical adoption curves, this is what we expect Bitcoin's user growth to look like.

[Marco Nardone @marconardone]

For those of you wondering what's happening with luna capitulation, read this great thread.

[Jon Wu @jonwu_]

An $18 billion stablecoin is losing its dollar peg with all the magical chaos of algorithmic stables, with a dash of Bitcoin systemic risk drama.

Here's everything you need to know.

The $UST Depeg Thread:

👇

[Jane Manchun Wong @wongmjane]

OpenSea is working on Solana integration, as well as @Phantom wallet support

[Searl3y @searl3y]

Bank of America bullish on #solana - don’t sleep on @PunksOnSolana the OG NFT for the chain. Floor price inviting for newcomers right now. #stillearly #SolNFT

[mert @mert]

When I first started analyzing #Solana NFTs, there weren't a lot of tools available - I had to do a lot of manual work + scripts.

Fortunately, that's starting to change.

Here are 10 tools that I use which will help you make more informed NFT decisions 🧵

[Will @WClemente]

Retail interest in Bitcoin is pretty much gone since the Spring.

Big boys running the show now.

[PlanB @100trillionUSD]

$50K-$200K 1 standard deviation band feels wide. Some people think this makes S2F model invalid and not useful, but is it?

Last cycle S2F model average was $7K with a 1sd band of $3.5K-$14K. Not wide from current $50K perspective.

Next cycle band will be $0.5M-$2M .. useful IMO

[Roosh @KingsFantom]

We are building a $Fantom-only exchange in the Binance Cloud that will be launched in Q4 2021.
FVM is coming in 2022.
FTM is about to skyrocket. $30 incoming.

[CWH @WalkerHebborn]

Safe to say I’m bullish AF on @PunksOnSolana - while gas on #ETH is horrendous, take a look at #SolanaNFT #SolPunks

[Tweak896 @Tweak896]

$FTM Damn. Think this conference has some huge news. Expect 3$ before Sunday. New ATH again, getting used to it by now!

[Ran Neuner @cryptomanran]

Birdie. FTM. Coinbase. Soon.

[Raoul Pal @RaoulGMI]

Things are happening so fast, and with such quantum leaps in NFT world, that I am struggling to get to grips with it, let alone all of the projects and breakthroughs.

1/

[Chris Slaughter @ybchri_]

@RaoulGMI I think for people working in crypto for a couple years, the sentiment right now is really, really, really exciting. It’s hard to explain, but you know it when you feel it.

[Raoul Pal @RaoulGMI]

This is total market cap. It is likely ready to move from 2 standard deviation oversold vs trend to overbought. That looks to me that the entire space can 3x into year end and 6x into next year ( I think the cycle extends).

[Raoul Pal @RaoulGMI]

Im finding it very hard to not get extremely bullish about the next few months. Almost every crypto chart looks coiled and ready for a big move after months of consolidation. Here are the two charts that matter to me right now:

[Marco Nardone @marconardone]

To put this in layman’s terms. These networks are building the future structures for entire global legacy operations to run on. Blockchain V3.0 is damn interesting.

[Marco Nardone @marconardone]

Crypto isn’t a “currency”; this isn’t FX. Current L1 & L2 tech are exciting network ecosystems solving complex problems (eg DeFi for legacy finance). Network effects become exponential with adoption, and @ 135m users that’s only akin to the internet in 1997 as per @willywoo chart

[Willy Woo @willywoo]

In terms of adoption, Bitcoin has roughly the same users as the Internet had in 1997.

But Bitcoin's growing faster. Next 4 years on current path will bring Bitcoin users to 1b people, that's the equivalent of 2005 for the Internet.

[Marco Nardone @marconardone]

Another in my portfolio is #fantom $FTM. It’s a non-linear DAG and employs really interesting bespoke consensus model called Lachesis (merges leaderless PoS with DAG model). Basically “theoretically” could do 300k TPS! Currently ~1.5m transactions/day which is on par with $ETH!!