5-minute crypto updates & degen interviews 3x cycle survivors We love the ETH
🎧
Joined April 2022
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Great chat w/ @0xJimmyYin about @izumi_Finance LaaS (liquidity as a service) and crypto back in the glorious 2017 days 💥 true OG
Epi: twodegens.buzzsprout.com/207…
Izumi: izumi.finance/home
Latest 5-minute crypto
1. Globalization continues - with some minor tweaks
2. ETH gas usage - 26% is DEX trading, 12% is NFT mints
3. If ETH were Nvidia, it would be $7200 cc @Adrianofer37174
4. @iamzeroika on narratives: tokenized RWA, gamble-fi, memez
👇🏽
5. @AxieInfinity leading gaming vol (7d = $9.4M)
6. @Croesus_BTC on why the BTC 🐂 is back
7. Bali guvnah warns against crypto for payments
8. @CryptoHayes predicts inflation will bottom the ntick higher
and more!
twodegens.buzzsprout.com/207…
Today's 8 min crypto
-@vaneck_us $ETH report: $5.3K today, $11.8k by 2030
-@federalreserve '22 report: 3% use crypto to transact
-@Reuters says @Binance mixed customer & exchange funds
-HK crypto retail trading 6/1
-@rektdiomedes on self improvement
twodegens.buzzsprout.com/207…
Some great links:
visualcapitalist.com/cp/rank…
teapaw.org/rektdiomedes/status/16…
teapaw.org/dellannaluca/status/16…
ETH valuation report from @vaneck_us. Great stuff
tldr: ETH has present value of $5.3K and implied price of $11.8K in 2030
Personally I think ETH will hit $10K in the next cycle
@bankless has a great podcast deep dive
Source: vaneck.com/us/en/blogs/digit…
Great review of crypto / blockchain VC landscape @HuttCap
Takeaways:
-track 224 funds w $34B USD
-2/3 are first time funds (~150)
-fastest growing is funds < $50M
-N America dominates - 2/3 of funds, 84% of 💰
medium.com/@HuttCapital/hutt…
#blockchainVC #cryptoVC
Today's 5 minute crypto is a deep dive into @TuurDemeester @AdamantResearch @unchainedcap special report on the "Bitcoin boom" 🌽💥
Original PDF:
unchained.com/how-to-positio…
Episode:
twodegens.buzzsprout.com/207…
Sharing a few excerpts below
👇🏽👇🏽👇🏽
Bitcoin as digital real estate:
Investing in bitcoin, we believe, is like having the ability to buy shares of a general “Internet ETF” back in the early 1990s, or like being able to buy undeveloped land on Manhattan Island at the start of the Industrial Revolution
Today's 5 min cryptoooo
1. @tether buy $BTC w 15% of profits
2. @Ledger: controversy, new feature for seed recovery
3. @miladymaker analysis from @0xjaypeg
4. @ZakaiMill on ERC-6155 (NFTs = wallets)
5. #AbuDhabi builds 250MW bitcoin farm
twodegens.buzzsprout.com/207…
👇🏽 more
6. @PayPal user crypto holdings = $1B (50% BTC, 36% ETH)
7. @BlockwareTeam BTC stats: 67.5% BTC not moved in 1+ yr
8. @pudgypenguins @LucaNetz raise $9M seed (!)
9. @bitcointalk forum still holds 1250 #BTC
twodegens.buzzsprout.com/207…
#twodegens #loveyou
Today's 5 min crypto ⏰
1. First BTC trade (500BTC = 1 jpeg!)
2. Cosmos alfalfa from @Delphi_Digital (native $USDC, @dYdX v4)
3. $1 on @solana = buy & sell NFT, enter raffle, LP, &&
4. @RuneKek on @makerDao roadmap (subDAOs, new gov token)
buzzsprout.com/2073784/12864…
👇🏽more👇🏽
5. @saylor explains why he's bull on #Ordinals #BRC20
6. Why Norwegian $krone is a fraudcoin @enur72
7. @veradittakit on optimistic v zk-rollups
8. @0xKofi with deep insights on tokenomics
9. @JaneStreetGroup & @jump_ leaving US?
thank you degens 🙏
buzzsprout.com/2073784/12864…
fun chat with @TheDegenBoii on all things early crypto, working with @0xPolygon #matic, @QuickswapDEX, the alfalfa of ERC6551, @maplestory's crypto moment, and more
🙏🙏🙏
buzzsprout.com/2073784/episo…
#threedegens
⏰ 5 minute update for y'all degens ⏰
1. @binance leaves Canada cuz regs
2. @tether owns $1.5B 🌽
3. @stablekwon pays $436K bail in #Montenegro
4. @IRSnews files $44B claim on FTX / Alameda
5. @opensea = retail, @blur_io = heavy traders
+more
twodegens.buzzsprout.com/207…
Today's 5 min crypto⏳
1. @AragonProject battling "activist" investors incl @arca on token buybacks
2. @blockworks raises $12M for research, data ($135M val), grats!
3. BRC-20 supply 💥💥
4. @hasufl on the "transaction supply chain" ⛓
+more
twodegens.buzzsprout.com/207…
Just published our convo with @rabbitx_io DeFi builder @BackTheBunny about crypto, philosophy, parallels between crypto and guerrilla warfare, and more!
buzzsprout.com/2073784/episo…
Interesting @PrestonPysh clip where he highlights how $BTC this cycle is performing similarly to previous cycles:
youtu.be/WalXMUhstac?t=1386
(starts 23:06 ish)