JB

[Viraj Patel @VPatelFX]

Fed trying to hit 2% inflation

[Samson Mow @Excellion]

Crypto

[Tascha @TaschaLabs]

What would it take for crypto to have a new bull market?

The real answer nobody's talking about:

[Coin Bureau @coinbureau]

Crypto projects be like "We are 100% decentralised, have an ambitious roadmap & big partnership announcements coming"

[Lawrence Lepard, "fix the money, fix the world" @LawrenceLepard]

Says it all.

[Jesse Powell @jespow]

1/ I said I was going to be more assertive with calling out problems. This is one of them.

"Reserves" = assets minus liabilities
"Reserves" != list of wallets

The Proof of Reserves AUDIT requires cryptographic proof of client balances and wallet control.
https://t.co/ALcfi7rLUV

[Alf @MacroAlf]

For a macro investor, every now and then taking a step back is crucial: with a 30,000-foot view, the macro big picture becomes increasingly clear.

Let's have a look at the (macro) forest rather than at the trees.

A thread.

1/

[John 🔺 @dantwany]

1/ Last week's events in crypto have led me to self-reflection. I've spent the past four years tracking and analyzing capital allocation to this sector. Understanding the regulatory hammer is coming, now, more than ever, is the time to speak out about all the issues I've seen.

[Zach Rynes | CLG @ChainLinkGod]

A group of degens in a sex cult, high on amphetamines and living in a $300M compound in the Bahamas stole $10B of customer funds, all to lose it by gambling it away on magical internet beans

what

[Dylan LeClair @DylanLeClair]

All that there is left to say: Don't trust, verify.

The amount of deception & fraud in this space is far more than most would have imagined. "Crypto" is a grift to separate you from your money.

The bottom comes when all of the fraud & hidden leverage has been entirely wiped.

[Javier Blas @JavierBlas]

My friends and I have agreed to impose a price cap on our local pub's beer. Mind we actually do not plan to drink any beer there. The pub's owner says he won't sell beer to anyone observing the cap, so other patrons, who drink a lot there, say they aren't joining the cap. Success

[JB @ye101011]

@TheSandboxGame @steveaoki I just participated in the #SandboxAlphaS3Giveaway for a chance to win 500 SAND! On stage with Steve Aoki, check out my screenshot below!
👇

[Douglas A. Boneparth @dougboneparth]

A recession, but it identifies as a bull market.

[JB @ye101011]

https://t.co/HSB1laVLy5

[jbjbjb @bryptobricks]

Never passing up an opportunity for free clout from @ASvanevik so let me drop some alpha real quick: "Why I DON'T think the bottom is in" (using on-chain data + macro trends)

Credentials: I'm a trader/defi analyst at a major crypto fund and use Nansen almost daily

🧵1/x

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

Warren Buffett & Charlie Munger used mental models as an edge to become the greatest investors in history.

There are hundreds of mental models.

I found 14 that will help you become a better Crypto Investor:

(including common investing traps)