nesjuvene

[nesjuvene @nesjuvene]

@coinbureau Instead of a single altcoin why not say a summary of say your top 10 small cap alts?

[Jeff Dorman @jdorman81]

A thread on thought process for special investing in digital assets .... courtesy of $LEO

[Jeff Dorman @jdorman81]

Conclusion: Special situation investing is all about risk/reward and probability analysis.

We look for opportunistic upside where downside is limited, where we pick up "cheap optionality". Even when probability is low, these investments generally have solid payouts.

[nesjuvene @nesjuvene]

@jdorman81 Awesome thread. Thanks for sharing

[Adam Cochran (adamscochran.eth) @adamscochran]

1/206

As promised, here's my 2022 outperform shopping list and my 2022 thesis.

Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each individual asset.

[nesjuvene @nesjuvene]

@BennettTomlin I must be a right idiot then as I follow you as a crypto influencer. Perhaps as a sceptical and pessimistic crypto influencer but one nevertheless. Maybe time I smarten up hey?

[nesjuvene @nesjuvene]

@willywoo Thanks @willywoo - very much appreciate the more frequent updates! Best analysis available by far and worth every cent!!

[nesjuvene @nesjuvene]

@100trillionUSD BTC insights and forecasts

[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.

[Yassine Elmandjra @yassine_elman]

A reminder that China's crackdown on Bitcoin has been happening for years.

Identical narratives. Identical headlines. Identical FUD.

[Jeff Dorman @jdorman81]

Transparency update: We have periodically released public thoughts about select investments at @arca.

In the spirit of improving #transparency in this asset class, here is an update on these positions, and Arca's current involvement

$HXRO $CHZ $WNXM $EOS $SUSHI $LEO $GNO

[Bitcoin Magazine @BitcoinMagazine]

#Bitcoin emits less than 2% of the world’s military-industrial complex carbon emissions.

[Dan Morehead @dan_pantera]

Haven’t we seen this movie before?

[nesjuvene @nesjuvene]

@michael_saylor @cburniske @elonmusk Nice one fellas!

[Michael Saylor @saylor]

Yesterday I was pleased to host a meeting between @elonmusk & the leading Bitcoin miners in North America. The miners have agreed to form the Bitcoin Mining Council to promote energy usage transparency & accelerate sustainability initiatives worldwide.

[Michael J. Casey @mikejcasey]

His bitcoin position was the natural lede from my interview with @RayDalio, currently streaming at #Consensus2021 by @CoinDesk. But do listen to the rest: A brilliant expose on the world's looming debt crisis and the world's uncertain monetary future. https://t.co/cDZdVcM2X6

[Root 🥕 @therationalroot]

A >48% drop happened in 2/3 of the previous bull markets, only in 2017 we had a “mild” consolidation.
#Bitcoin

[Cobie @cobie]

Does this seem familiar

[PlanB @100trillionUSD]

#bitcoin oscilates in the dark blue band around S2F model value. Buying opportunities like today are rare (Q1 2019 when I wrote the S2F article, March 2020 due to covid, and now). Life is all about choices.

[croissant @CroissantEth]

Right now, $SUSHI as a protocol is bringing in about $1.39B from fees on the DEX every year, with over $200M being distributed back to users on the platform.

$SUSHI market cap = $1.8B

That’s right, $SUSHI is nearly worth less than it makes in a single year.

Let that sink in...