Matt D

Astronaut Cap, @picoloresearch

[Matt D @mjdibb]

This is the only chart you need to figure out where we are in the cycle

[Picolo Research @picoloresearch]

If you haven’t already, now would be a good time to read through our recent research report on $SNX

[Matt D @mjdibb]

We've spent a bunch of time researching the whole Perp DEX ecosystem

This is what you should know about DYDX

1. DYDX smash all competitors in terms of deriv volume

2. *When* fee sharing starts, the valuation is going to moon on a PE basis

3. But.. big token unlocks incoming

[Matt D @mjdibb]

👀

[ΔLΞXΔNDΞR @0x_____________]

BREAKING: SYNTHETIX SPARTAN COUNCIL DISCUSSING TURNING OFF SNX INFLATION

[Matt D @mjdibb]

We’ve just issued some new research on ChainLink $link that we have been writing since pre the recent pump

It’s quite a process in trying to come up with a suitable valuation framework for such a huge project that hasn’t really focused on the monetization aspect yet

Check it out and see if you agree

[Picolo Research @picoloresearch]

We are pleased to release a new research report on @chainlink

Skip to the end for the full report.

[Matt D @mjdibb]

Really though, the best way to play this is just buy the whole narrative.

Don't trade it, just buy it

Take exposure to DYDX, SNX and some GMX just for laughs, because a rising tide lifts all boats and the narrative will succeed regardless

[Matt D @mjdibb]

The numbers and growth stack up, but more importantly, the 'narrative' is what you are buying into, and noone can deny that perp dexes are the best narrative for the forseeable future

The failure of FTX was, in essence, the greatest marketing DYDX could ever ask for

[Matt D @mjdibb]

But the DEX from the future has some short-term issues

Starting December you have a free-for-all VC gangbang with hundreds of millions of tokens coming to market

Noone want to step in front of impending doom, but if the market starts churning and vols triple, maybe it nets out?

[Matt D @mjdibb]

Based on the numbers DYDX are doing and where we 'think' we are in the market cycle, I would compare buying DYDX now to investing into a form of Binance equity (dividend paying) in 2019

[Matt D @mjdibb]

We've spent a bunch of time researching the whole Perp DEX ecosystem

This is what you should know about DYDX

1. DYDX smash all competitors in terms of deriv volume

2. *When* fee sharing starts, the valuation is going to moon on a PE basis

3. But.. big token unlocks incoming

[dYdX @dYdX]

1/ It’s finally here 🎉

Today, we’re proud to present and fully open-source the completed dYdX Chain!

This is the next chapter for dYdX and we’re so excited that it’s here.

Let’s get into the details:
https://t.co/ydil2jkqJs

[Matt D @mjdibb]

We’re scaling up our research team and are currently hiring for 2x analysts (Singapore preferred but can be remote).

DM with CV and any reports/work you have done previously

[Matt D @mjdibb]

Our last research report on @synthetix was during their ICO back in 2018 when they were still Havven

5 years later and IMO, they are still unmatched in their ability to experiment and innovate

If you haven't already do yourself a favor and check out our latest report on SNX

[Picolo Research @picoloresearch]

We are pleased to release our first research report in hot minute, this time on @synthetix.

Skip to the end for the full report.

[Picolo Research @picoloresearch]

We are pleased to release our first research report in hot minute, this time on @synthetix.

Skip to the end for the full report.

[Polkastarter @polkastarter]

In anticipation of our upcoming #Uniswap listing, we are proud to release the newest version of our $POLS whitepaper.

It includes our new advisors @JP_Mullin009 @mjdibb and our roadmap all the way to end of 2021.

Check it out at https://t.co/CsuSCurP0v! #DeFi

[Astronaut Capital @astronautcap]

Proud to be an early supporter of @PowerTradeHQ and their mission of bringing simplified crypto options trading to the masses.

[PowerTrade @PowerTradeHQ]

$4.7m funding secured to Power up options trading! ⚡️

Thanks to our early supporters @PanteraCapital @hiFramework @cmsholdings @delitzer @QCPCapital @ledger_prime @Signum_Capital @astronautcap @EthosVentures @kaiynne @loi_luu @bobbyong Taureon, BoxOne

👉 https://t.co/fRDatkoC1A

[Matt D @mjdibb]

New Bloomberg Bitcoin report by @mikemcglone11.

- Change to original 60/40 investment model to include BTC

- ETH pop more speculative than BTC

- BTC/Gold Correlation on the rise

- GBTC absorbing Bitcoin very quickly

https://t.co/CuSKN9FVQA

[Matt D @mjdibb]

Decent research on the Coinbase IPO here. @gda_capital pegging it to around $4.3b, a big down-round from its last raise at $8b.

As a betting man, I would say it's going to be much higher.

[GDA Capital @gda_capital]

Coinbase recently confirmed their intentions for a stock market listing which could make them the first American cryptocurrency exchange to go public.

Find out how this could affect Coinbase's valuation inside our brand new research report!

https://t.co/n6vmsWCYFo

[Matt D @mjdibb]

@DegenSpartan Never leave CT 😂

[Matt D @mjdibb]

@tomlombardi killer thread/primer tom