Just subscribed to M300’s Crypto Insight, the story so far for crypto in 2022, check it out!
Follow
Ryan (
,
)
,)@solanamusk
Crypto fund analyst - DeFi/NFTs | ex-mgmt consultant | NFT collectooor
SEAJoined January 2011
Ryan (💙,🧡)’s Tweets
Happy Friday, my frens — it's time again 🥳
My top 10 list of must-read NFT tweets/threads from this week:
7
10
53
Show this thread
Announcing the new MagicSwap by .
MagicSwap v2 will be the first AMM in crypto with universal token compatibility, supporting pools for both ERC-20s + NFTs through a single router and enabling trading of all items within game economies.
treasuredao.substack.com/p/magicswap-th
👇
45
301
756
Show this thread
Genesis owes over $3.5 billion to its top 50 creditors, which includes , , Mirana and others, according to the crypto lender's bankruptcy filing. reports.
29
77
159
1/ DeFi yields are low, but there's an opportunity to bring TradFi yields into the mix.
A few protocols are doing just that: 🧵
24
88
344
Show this thread
GM sipping on some grape juice
1
2
Forgetting all about crypto and nfts in the 2 week break in Italy 🇮🇹
2
4
Last person to RT and reply wins a free Raft 😍
7,868
4,416
4,096
Taking time off now, for 2 weeks, let’s hope to come back to the start of the next bull market #wagmi
2
Everything changed with the arrival of the meteor, the source of Momoguro energy.
A crystal has been hidden by our ancestors, find the gem…💎
For a chance to win an Allowlist spot:
🍄 Share your story below
⭐ Tag a friend for their help
Register: alphabot.app/themomogurianc
5,213
6,231
7,586
I first posted about these predictions on my Substack. If you found this interesting, please do subscribe. I share my thoughts on Web3 & NFTs regularly there.
1
1
7
Show this thread
Sorry I mean memeland is transferring captainz to keungz lol and hes transferring it to a bunch of other adresses
2
Show this thread
It also seems like not much incremental sellers anymore for Captainz, but goddamn ypgz.eth in other words Keungz, is a huge whale lol, that wallet is just transferring nfts to memeland (I assume they work together)
1
3
Show this thread
My 2023 guide to web3 data tools is here! 🪄
These are the most useful tools that data wizards leverage across the analyst journey (discover, explore, dig, and define).
I've written up my thoughts and takes on top features from each product 👇
39
294
708
Show this thread
[ Loading Virtual World. ]
[ The Real Safe Haven. ]
[ バーチャルワールド読み込み中。]
premint.xyz/SMS
454
20.4K
20.8K
Show this thread
Probably the right meme for this
Show this thread
Silvergate’s total deposits from digital asset customers declined to $3.8 billion at the end of the fourth quarter.
👀 From $11.9 billion at the end of q3 2022!
1
1
Show this thread
Let's review a crazy year for crypto
22 trends of 2022
By 🧙♂️, for 🧙♂️
🧵
community.dune.com/blog/22-trends
7
86
220
Show this thread
Introducing: "2022 DefiLlama Year in Review 📊✨"
This report, written by Archwizard , covers every major trend of the past cycle from a data-driven perspective
- Catalysts that drove TVL
- Multichain narrative
- Emerging trends
And more!
29
207
568
Show this thread
How are y’all exposed to crypto going into 2023? Will you be buying the dip next year?
- 0-5%40%
- 10-25%10%
- 40-60%20%
- 80-100%30%
10 votesFinal results
1
What’s going on with mfers?
Quote Tweet
mfers 8551 bought for Ξ333.13 ($396,897.74)
Avg Price: Ξ1.42
no deeplink for blur sales
As promised.
Here are some crypto reports & articles I'm reading this holiday in preparation for 2023 🧵👇
Bookmark & RT
44
395
940
Show this thread
Something is brewing, 3crv flooded with more usdt in the pool
1
3
NFT market has also seen a huge drop in volumes as we approach the end of NFT euphoria dropping from $1bn to $100-200mn per month, a recent resurgence in volumes caused by Blur as it is incentivizing trading volume with an airdrop, 0 fees, 0 royalties
(9/9)
1
1
Show this thread
With the event of FTX collapse, we also have seen a flight away from storing tokens on exchanges as we see stablecoins/ETH leaving exchanges and players that have jurisdiction clarity gaining market share (ie coinbase)
(8/9)
1
Show this thread
Stablecoin market cap has trended down since the Terra Luna collapse in May 2022, trending down from $160bn down to $134bn at the end of the year
(7/9)
1
1
Show this thread
DeFi monthly users has dropped to levels of late 2020/ early 2021, where the crypto boom has just started (based on DEX trades)
The fight for market share intensifies as Uniswap took Curve's stableswap marketshare, AAVE/Curve taking MakerDAO's Collateral stablecoin share
(6/9)
1
Show this thread
ETH still has an average daily transaction of around 1mn, only down from an average of 1.2mn in the pas few months
The more alarming stat is TVL, which has gone down from a high of $100bn down to $23 bn
(5/9)
1
Show this thread
BTC hash rate at ~230mn Th/s level, which means that the average cost of mining 1 BTC would be around $16-17k assuming the electricity price is around 9cents/kwh
Close to BEP, which means miners will soon start to close down, with the trend starting already
(4/9)
2
Show this thread
The story so far for 2022:
Crypto search trends in google is at the late 2020/ early 2021 levels
(3/9)
1
Show this thread
Key narratives
1) Reinforcing #BTC as a store of value usecase as we steer towards an uncertain geopolitical landscape
2) Finding killer apps and real usecases for L1 blockchains
3) Using stablecoins in money transfer infrastructure
4) Adding more utility for NFTs
(2/9)
1
Show this thread
What a year it has been for #crypto, the space is going through a tough time and key things need to be solved
- Regulatory clarity is key to give better access to crypto and consumer safety
- Focus on infrastructure
- Institutional adoption
from coinbase 23 outlook
(1/9)
1
1
2
Show this thread