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This thread outlines tips for navigating the bull market successfully. It recommends self-reflection on past actions, removing the noise from your timeline, understanding the context of market cycles, strategizing, and monitoring emotions. It also advises to follow up-trends, abandon outdated narratives, manage risk intelligently, and recognize when to take profits.
Messari Crypto's much-anticipated annual Crypto Theses report details trends to look for in the year ahead - 2024’s report is finally out. This thread breaks down some of the major takeaways from the report, including continued positive price action for Bitcoin and potential milestones from Ethereum, trends to watch in AI and crypto, and a push towards web3 monetization in gaming. The report also highlights several funds, physical infrastructure networks, and projects to keep an eye on.
TCG Crypto posted a reflective review of the past year, discussing both prior investments in the space and future focus areas. The company looks for opportunities around net new consumer behaviors and platforms driven by blockchain technology, rather than focusing on the technology itself. Its current investments align with existing businesses in its broader portfolio, enhancing them with blockchain tech and blockchain-native companies that could potentially disrupt traditional business models.
This article discusses problems caused by the fragmentation of various blockchains - developer tooling, smart contract language, and access to liquidity - and the new Blockchain Operating System (BOS), which addresses these issues. This feature-rich platform aims to tackle these problems by offering greater security, enhancing developer experience, and fostering fast, modular development, positioning it as a universal access layer for different blockchain applications.
Phantom, the leading wallet on Solana, announced that it will be supporting Bitcoin, Ordinals, and BRC-20 tokens, aiming for cross-chain interoperability.
Ledger announced that it is aiming to eliminate the blind-signing feature that contributed to the widespread exploit last week. It also said it would be reimbursing users the $600k in funds lost due to the exploit.
Saga is offering a 'play-to-airdrop' campaign, rewarding players with SAGA tokens for participating in crypto game competitions ahead of its mainnet launch.
In light of Solana’s recent outperformance and burgeoning ecosystem, this post gives a good overview of important tokens in the ecosystem.
Marathon Digital is reportedly planning to acquire two bitcoin mining facilities in Texas and Nebraska from Generate Capital for $178.6 million, a move to boost its bitcoin mining capacity by 390 megawatts. The acquisition will help Marathon Digital double its hash rate in the next few years and eventually reduce bitcoin production costs by about 30% at these locations.
Immutable's newly launched web3 gaming tool, Passport, aims to simplify sign-up processes for gamers by providing a universal profile. Through this profile, players can transfer their identities, achievements, and digital assets across different online games and marketplaces. Initially, the tool will be available to over 500,000 users across five games and marketplaces, including "Gods Unchained" and AtomicHub. The tool is part of Immutable's efforts to create an interconnected gaming environment and boost adoption in the web3 gaming space.
Frame, a new NFT-focused L2, has finalized a funding round led by Electric Capital. Other investors include 9gag founder Ray Chan. Along with the funding news, Frame announced an airdrop of FRAME tokens for active NFT traders. Frame aims to create a community-owned network that enforces royalties, addressing issues with a lack of royalties enforcement in leading NFT marketplaces. Its mainnet launch is slated for next month.
The Lisk blockchain is migrating to become an Ethereum L2 using Optimism’s open-source framework and Gelato’s rollup-as-a-service platform. The transition involves migrating Lisk's LSK tokens to Ethereum to enhance their usability across various dapps and DeFi protocols. There will be a testnet deployment of the new network in Q1 2024 with the mainnet launch expected later. Lisk also plans to incentivize activity on the new chain with an initial LSK token airdrop.
Coinbase's 2024 Crypto Market Outlook predicts a promising year on the horizon, on the back of total crypto market capitalization doubling in 2023. The study highlights Bitcoin's strengthened safe haven status, the likelihood of increased institutional adoption, and the rise of practical trading use cases in 2024. In addition to positive sentiment in the markets, developments in blockchain infrastructure and decentralized applications suggest a shift in trading to web3 applications.
This thread introduces a Solana memecoin dashboard that offers insights into the exploding Solana token market. The user-friendly resource divides tokens into three categories: mid caps, small caps, and micro caps, depending on their trading volumes. The system encourages investors to focus on only one category for simplicity. It also highlights the importance of considering individual investment capacity, potential losses, and personal preferences while using the dynamic tool.
This post lays out some bullish thoughts on the crypto space for the upcoming year. Points include the impact of the 2024 US election, the resolution of security concerns with Biden's administration, the FBI and CIA's involvement with Tether, unutilized speculative funds. low chances of Coinbase default, El Salvador and Microstrategy's financial success with Bitcoin, and more central bank interest in gold. The author believes in a digital scarcity argument for ETH and predicts a $5 trillion cryptocurrency market cap within two years.
The Epic Games Store has updated its policies, now allowing blockchain-based games, with the caveat that they are given an Adults Only rating by the Entertainment Software Rating Board. Previously, games like Gods Unchained and Striker Manager 3 were removed from the platform because of this rating. Despite the change, the Epic Games Store's prohibitions against other types of content remain.
S&P Global Ratings launched its stablecoin stability assessment to evaluate stablecoins' value stability against fiat currency, rating them from strong to weak based on various risks.
After selling out due mostly to a BONK claim arbitrage opportunity, Saga phone owners have now received another airdrop opportunity - $250 in ACS tokens from Access Protocol.
Terra founder Do Kwon's extradition to the US has been delayed due to a court-ordered review in Montenegro following charges of crypto fraud and market manipulation.
Li Jin gave a brief overview of her experience with points systems in a web 2.0 context in a tweet earlier this week. In this piece, she gives a more in-depth explanation of her thoughts on the topic.
The SEC has deferred its decisions on several proposed ether-focused ETFs, including those by Hashdex, Ark Invest, Grayscale, and VanEck. The agency stated it needs more time for a ruling and welcomes public comments on the proposals. The SEC previously delayed a decision on the Invesco Galaxy Ethereum ETF, but it anticipates a ruling, or an additional delay, by February 6. Decisions on proposed spot bitcoin ETFs by Ark Invest and 21Shares are expected by January 10.
Bitcoin transaction fees hit their highest levels since April 2021 in response to the increasing popularity of Ordinals. The surge in transaction fees derived from Ordinals benefits Bitcoin miners who are earning nearly $63 million daily from these fees, marking almost four times the two-year average. Consequently, stocks for Bitcoin mining companies like Marathon Digital, Riot Platform, and Cleanspark outperformed Bitcoin prices in December.
Metaplex has announced a new standard for fully on-chain and immutable digital assets on Solana called Metaplex Inscriptions and Engravings. Unlike other NFTs on Solana, which often store their data on external services, these inscriptions allow metadata and media to be stored fully on Solana. This standard could increase both security and composability, allowing for the creation of Solana's first truly immutable NFTs. Both programs are now available on devnet.
MilkyWay has rolled out the first liquid staking protocol for the Celestia network, featuring milkTIA tokens representing staked TIA positions. This offers users a more capital-efficient alternative to traditional staking options. The protocol uses smart contracts on Osmosis and is managed by a consortium of seven operators, ensuring security for staked assets. This development follows Celestia's mainnet launch in the Cosmos ecosystem, which has seen TIA's value increase by approximately 400% since October.
This post outlines Spartan Group’s predictions for 2024 for the crypto industry, with significant advancements expected in areas like web3 games, Bitcoin blockchain and consumer apps, and artificial intelligence's intersection with blockchains. The emergence of more robust and complex web3 games could attract millions of new users. Meanwhile, more sophisticated web3 interfaces and autonomous on-chain agents are predicted to enhance user experience and efficiency. Furthermore, the tokenization of real-world assets and progress in blockchain-based scientific contributions are also anticipated.
If you’re new to the space, one of the most challenging things to figure out is who you should and shouldn’t listen to on Crypto Twitter. This thread attempts to provide a little help in that area and lays out a curated list of key people to follow in the space divided into four distinct categories: arts & culture, venture & trading, founders & builders, and storytellers & community members.
This post goes over the idea of Multiple Concurrent Leaders in Solana. With two or more leadership nodes, transaction latency and over-extraction can potentially be reduced, benefiting transaction processing time and costs. The concept of MCL has additional implications, such as fee and time priority execution, resource usage balance, network forking, and so on. The aim of MCL adoption would be to optimize Solana's network performance and reduce vulnerabilities to manipulative actions.
This thread makes the case that blockchain tech is a “50-year storm”, a technological revolution on a scale that only happens once every few generations. According to the thread, cryptocurrencies like Solana and services like Coinbase will challenge traditional financial systems, redefining the infrastructure of trading, payments, executions, and custody.
Points programs have become all the rage lately in the crypto ecosystem. In light of that, Li Jin of Variant provides some insight into her past experiences with points programs in a Web 2.0 company.
This sheet provides a comprehensive overview of all potential airdrops on Solana. It lists each protocol on the chain that could possibly have an airdrop, its airdrop status, suggested farming strategies, and more.
Helium Mobile has experienced a surge in sign-ups, driven by MOBILE token's price rise, forcing them to change some rules to combat suspicious accounts and gaming of its crypto rewards system.
Amid what looks like negotiations with the SEC to gain approval on its ETF application, Blackrock has amended its plan to include a cash convert instead of in-kind ETF. This short thread provides a basic description of what that means practically.
The FTX estate filed an amended Chapter 11 reorganization plan treating cryptocurrency claims as their equivalent cash value on its bankruptcy filing date, November 11, 2022. With the current market recovery, this might cause creditors to lose potential gains. The plan, requiring several approval thresholds, could potentially be enforced even on non-agreeing creditors if it is deemed fair and equitable.
Solana’s founder Anatoly Yakovenko was recently on a podcast with Laura Shin to discuss the disappointing performance of the Solana Saga Phone initiative. With sales lagging, he said the project was ‘under internal discussions’. Then, as BONK’s price surged on the news of its listing on Coinbase, an arbitrage opportunity arose. The first batch of Saga phones came with a 30M BONK token claim. Originally, this was only worth ~$10. As BONK’s price rose, these tokens were worth up to as much as $1,000. With the price of the phone at only $600, this created a $400 arbitrage opportunity. Within hours of the arbitrage opportunity appearing, the remaining Saga phone supply was sold out.
Jupiter, the main DeFi aggregator on Solana, announced that its airdrop will be taking place in January. Pseudonymous founder Meow announced that 40% of the 10 billion JUP tokens will be distributed to community members via four airdrops, with the first to release 1 billion JUP tokens. An additional 10% of the total JUP supply will also be allotted for community contributors and grants.
SocialFi startup Reach has announced the full launch of its Ethereum-powered protocol aimed at combating Twitter bot engagement within the crypto market. Having raised $1M in funds from Crypto Twitter personalities like Seedphrase and Pranksy, the platform incentivizes quality engagement by monetizing and authenticating community-oriented "missions". Reach also plans to offer mission-issuing capabilities to other crypto communities via a Discord bot. The REACH token and protocol will launch publicly on December 18.
The Injective ecosystem, sometimes referred to as a 'Solana killer,' has been one of the top-performing L1s this year. The network is recognized for its user-friendly solutions and trading algorithms. This thread provides a guide for Injective users on potential airdrops from different protocols in the ecosystem. It walks through several different protocols and what users could do to qualify for potential airdrops.
The Gas LayerZero Refuel Bridge is built on the LayerZero Labs protocol. The bridge enables users to bridge across 37 blockchain networks with a single inbound transaction. Its gas-optimized contracts save users significant time, money, and effort. A link to the bridge is available in the thread.
Tether, the leading stablecoin issuer, has reportedly developed a comprehensive anti-money laundering and counter-terrorist financing system. According to letters to US lawmakers, Tether uses rigorous KYC processes, continuously monitors transactions, and collaborates with law enforcement agencies like the FBI to identify and halt illegal activities. Furthermore, a recent policy allows for the freezing of wallets connected to sanctioned individuals.
This thread from Delphi Digital provides a summary of the firm’s outlook for NFTs in 2024. After a downturn in trading activity throughout 2023, recent volume increases suggest the market may be rebounding. Three main drivers are expected to fuel this recovery: the mainstream acceptance of NFT character brands and gaming, major consumer brands entering the web3 space, and the launch of innovative consumer products using NFTs.
Just one day after a widespread exploit of Ledger’s Wallet Connect software, a hacker took advantage of a bug in an NFT Trader contract, stealing millions of dollars worth of Bored Ape assets.
Former Amazon engineer Shakeeb Ahmed pleaded guilty to hacking two crypto exchanges, stealing over $12.3 million using his blockchain skills. Ahmed faces sentencing in March 2024.
Coinbase is legally challenging the SEC after the agency denied the firm’s 2022 rulemaking petition, asserting that the denial constitutes an abuse of discretion and contrary to law.
Several dapps using Ledger’s wallet connector kit faced security breaches yesterday. This included platforms like SushiSwap, Zapper, Phantom, Balancer, and Revoke.cash. Ledger later announced that the malicious code had been replaced with an updated, safe version of the code. Applications across the crypto ecosystem were vulnerable to this exploit, so it created quite a scare in the space. Fortunately, the attacker only got away with ~$600k in stolen funds, which were later frozen by Tether.
The SEC is reportedly reconsidering spot bitcoin ETF applications in light of recent court rulings, according to SEC Chair Gary Gensler. The reconsideration comes on the heels of a court order requiring a review of Grayscale Investment's bid for a spot bitcoin ETF. In addition to Grayscale, over a dozen applications from major firms like BlackRock and Fidelity are currently under review.
Solana has launched its ZK Anchor, a significant step in its path to Mainnet. It is an Anchor Language extension designed for ZK or Zero-Knowledge obfuscation. Features include a DSL with macros for zk-circuit generation, a command-line interface for building and testing private Solana programs, and an RPC node for interacting with Light Protocol.