Whiskey

[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.

[CryptoCondom @crypto_condom]

Last night, @Tetranode was laying down alpha in the @ConvexFinance discord.
He drew this very interesting diagram connecting @danielesesta's Abracadabra + @dopex_io. 👀
Further evidence includes @tztokchad's recent tweets wearing a 🧙‍♂️wizard hat...
...Wen leveraged options⁉️🙏

[Jamie @B49Jme]

For those looking to go even deeper here are some tremendous resources. (h/t) @knowerofmarkets
https://t.co/IetkecVmMc
https://t.co/0ypdJJLv4T

[Jamie @B49Jme]

What are the $CRV wars?, Why they are a big deal? and Why is @redactedcartel $BTRFLY in a good position to benefit?. A thread 🧵

[Daniele 🟧 ( Meme Quant ) @danielesesta]

The last component of our DeFi stack for the Frog Nation is Nodes and staking on the chains where we are active to democratise / distribute further onchain governance. For this reason @Wonderland_fi is in talks to purchase liquid staking technology/team. $TIME

[coby.eth @cobynft]

How did someone make a fake $MASK token and scam hundreds of ETH by exploiting DexTools?

A Thread 🧵

[CryptoCondom @crypto_condom]

📢 TLDR: Protocols that use shared lending pools carry freater systemic risk than isolated lending pools/markets.
"Lending 2.0" protocols like @SiloFinance, @RariCapital & @MIM_Spell are likely to achieve greater TVL & MC in 2022 due to their inherently safer design.

[CryptoCondom @crypto_condom]

What is Lending 2.0? 🤔
Early lending platforms, @AaveAave & @compoundfinance, "Lending 1.0" utilize a "shared-pool lending" mechanism which make the protocols inherently vulnerable due to market related risks.
👇🧵

[Duncan @FloodCapital]

UST grew its market cap by 50x in 2021.

With 150% growth in 2022, UST would reach a market cap of ~$23B, meaning an additional $13.8B in $LUNA burning.

[Harry. @CryptoHarry_]

It’s time to take a look at @prism_protocol, the protocol which offers liquid staking on steroids. This 🧵 will cover:

1.$YT, $PT and their uses
2.Expected pricing
3.Leverage and Capital Efficiency
4.$PRISM tokenomics

[MEDEECH @MikeRMedici]

Priority Management Mental Model - This is how I organize everything in my life. I have a separate one of these filled out for the Physical, Intellectual, Social and Artistic parts of my life (PISA).

[Route 2 FI @Route2FI]

A 100% sure way to not make it in crypto is to not take any risks at all

-You hear about a new token with potential: invest a small amount

-Friend asking you to join a crypto startup: say yes

-You're picking up a WL spot for an NFT: mint it

Be open to new opportunities

WAGMI

[Nik Kalyani @techbubble]

Here is a 🧵about a few things I wish someone had told me when I transitioned from Web 2 🕸️2⃣ development to Web 3 🕸️3⃣ #dapp (decentralized app) development

🔑🧠 — If you are a growth mindset #Javascript developer, you are already more than half-way to being a dapp dev!

/1

[Daniele 🟧 ( Meme Quant ) @danielesesta]

$SPELL and $MIM on Gemini 👀

[Robo Maxi 🤖 @r0b0maxi]

#GameFi is primed for growth and adoption. Are you ready? @FiefGuild @PlayCrabada @AventuresDao

[DeFiCon 🗽 BROOKLYN @DeFi_Conference]

🔺What do builders on @avalancheavax see for the future of DeFi?

AVAX’s Director of DeFi @luigidemeo is moderating a panel discussion on:

DeFi: 5 Years from Now

ft @avalancheavax ecosystem partners @chaoslabs @InjectiveLabs @ArrowMarkets @BenqiFinance🔺

Join us this weekend!

[Gokek @0xGokek]

The God-king @el33th4xor discusses this in today's All Access: https://t.co/SFPJNgX1no

[Gokek @0xGokek]

The amount of unique contract deployers on @avalancheavax has surpassed 11,000 and is going parabolic.

It is generally wise to follow the developers.

#AVAX