We are so excited for you all to read @twobitidiot's #theses2022 report!
Download the full report today to get the strongest alpha for 2022, as well as a 15% discount toward Messari products and the chance to mint 1-of-1 NFTs on @opensea!
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Nearians have something to be proud of even in a bear market. Look at the dynamics, not the minute chart 🌤️
Let the @NEARProtocol TVL change speak for itself🪐
Macro Views:
As Ive talked a lot about, I think we are going into a pretty nasty recession (or are in one). Lay offs are coming as are house price falls. Demand destruction is everywhere due to the largest monetary tightening in history. 1/
@moneywithcarter On NEAR coins are not burned but stacked (that's where the yield come from), I don't think an attack can work? correct me if I'm wrong
@marwolwarl curious if you are doing research on protocols where the mainet is not live yet ? like Celestia etc. Or if you are sticking your research to investments possible now ?
Austerity is what feudal lords used to tell their serfs - head down, next year will be better. Why are all the European feudal states of antiquity now socialist? And why is austerity still the default over entrepreneurship?
I am seeing a few firms saying "it's time to build" but fostering the state attack on PoW by saying they only invest in PoS. That's completely wrongheaded and short sighted. "Building" means building a high-energy domestic industrial & compute infrastructure. PoW kicks that off.