Selection of the Best Threads - DeFi Knowledge, LSD Narrative, Smart Wallets, Real-World Assets, Arbitrum News & Catalysts, And Much More

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Another week another ton of things to learn. I selected the Best #Crypto Threads for you 👇: ▪️ DeFi Knowledge ▪️ LSD Narrative ▪️ Smart Wallets ▪️ Real-World Assets ▪️ Arbitrum News & Catalysts ▪️ Tools ▪️ Trader Psychology And more! A THREAD 🧵 cryptoshiro.substack.com/p/selection-of-the-best-threads-0301-0304

Find your threads gathered in the following categories: 1/ Knowledge 2/ Thoughts, Opinions & Analyses 3/ Advice, Tools & Guides 4/ News & Events 5/ Projects 6/ Bonus

1/ Knowledge 1.1/ Basics Quick Overview on Stablecoins (@ernestxavier_) Fiat-backed stablecoins, crypto-backed stablecoins, algorithmic stablecoins; Do you know the differences? twitter.com/ernestxavier_/status/1630918711451308033

How to set up the perfect gas (@paulcryptoadv) • What gas is and how it works • How to calculate the cost of a transaction • Useful tools • Common problems that can cause a transaction to fail twitter.com/paulcryptoadv/status/1631006709392068617

Introduction to Bridges (@RealDegenGMX) • Bridges Overview • Working mechanism • Oracles • Bridge Hacks • Assessing Bridges - Framework twitter.com/RealDegenGMX/status/1631293361016516609

The History & Evolution of Money (@NNovaDefi) And why Bitcoin is the obvious evolution. twitter.com/NNovaDefi/status/1631688931107282950

The main concepts of DeFi (@2xnmore) Financial Inclusion, Transparency, Cost Efficiency & Programmability. twitter.com/2xnmore/status/1630918177025585152

How to use contracts & directly mint NFT (@paulcryptoadv) • What functions are in a contract • A step-by-step guide to minting • The benefits of minting via a contract twitter.com/paulcryptoadv/status/1630628978850672640

How to spot fair & promising presales (@Arbisphere) Where revenues come from, tokenomics, locked liquidity and more. twitter.com/Arbisphere/status/1630588704547807234

1.2/ Advanced Ethereum Liquid Staking 101 (@crypthoem) What is Ethereum Liquid Staking and Projections. twitter.com/crypthoem/status/1630962579676823553

Account Abstraction, or Smart Wallets (@hmalviya9) With Smart Wallets you can recover your private keys, setup automatic payments, setup new wallet within 30 secs, and more. The goal is to improve the crypto wallets we currently use and onboard more people in Web3. twitter.com/hmalviya9/status/1631591543030030336

More on Smart Wallets & ERC-4337 (@N3tyan_) twitter.com/N3tyan_/status/1632001941084557314

Real World Assets Narrative (@0xagarwal) The RWA narrative aims to bridge TradFi and DeFi by representing real-world assets as digital tokens on chain. twitter.com/0xagarwal/status/1632036050066640896

Omnichain, the highest level of interoperability (@IG5225) Omnichain is the capability for a dApp to carry a message across multiple blockchains (networks). twitter.com/IG5225/status/1630958967974232066

Yield Farming 101 (@DeFiMinty) • Misconceptions • Types of Yield • How to find yield farms • Liquidity Providing • How to identify rugs • Farms twitter.com/DeFiMinty/status/1630975062051258386

Compilation of Strategies (@0xCrypto_doctor) • Trading Strategies (delta neutral stablecoin plays, funding rates arbitrages, delta neutral staking…) • Volatility Harvesting Strategy • Top-down approach to portfolio allocation • Momentum Strategy twitter.com/0xCrypto_doctor/status/1631290082710769664

2/ Thoughts, Opinions & Analyses Analysis on EigenLayer (@nuss_eli) EigenLayer introduces a new crypto-economic primitive called restaking that allows stakers to re-use their staked ETH to secure multiple networks. An analysis on how valuable EigenLayer/re-staking can become. twitter.com/nuss_eli/status/1630632582554460165

How will the Shanghai Upgrade impact ETH Price & LSD Narrative (@ologai) Different arguments & scenarios possible for Shanghai Upgrade. twitter.com/ologai/status/1630946039111843841

Estimates on amount of ETH to be sold on the Market after Shanghai Upgrade (@WestieCapital) Spreadsheet & explanations. twitter.com/WestieCapital/status/1630963438343319558

More thoughts on potential outcomes after Shanghai for ETH & LSD projects (@LouisCooper_) Will Lido continue to dominate? Will stakers dump their ETH? or will LSDs flourish? twitter.com/LouisCooper_/status/1631306061834764290

4 Trends of Liquid Staking (@0xYugiAI) 1. DeFi Integration 2. Permissionless Node 3. Multi-Chain 4. Real Yield twitter.com/0xYugiAI/status/1631693240167432196

The State of Crypto Regulation (@francescoglt) twitter.com/francescoglt/status/1631317370701774848

A Breakdown of a bullish vision (@matrixthesun) Macro analysis, BTC analysis, Fear & FUD, and more. twitter.com/matrixthesun/status/1631686274464772097

A BTC-Maxi vision for retirement (@DU09BTC) Some interesting thoughts on how to retire with Bitcoin, Yield, and long-term investment. twitter.com/DU09BTC/status/1631284240573669379

Market Cap Analysis (@verumcapital) • What: top 10, 50, 100 coins on coinmarketcap • Time horizon: past bear and bull markets (2015, 2017, 2019, 2021, 2023) • Analysis: market cap increases between cycles twitter.com/verumcapital/status/1631601641148358656

Opinion on Uniswap Mobile Wallet (@DefiIgnas) Lack of innovation, no account abstraction, cool features but nothing revolutionary. twitter.com/DefiIgnas/status/1631873148969943040

3/ Advice, Tools & Guides Basic Tools to begin with in Crypto (@Altcoin_Gold) twitter.com/Altcoin_Gold/status/1631006817529782272

Methods to spot Gems (@DeFiMinty) Spot gems using Twitter, DeFiLlama, Etherscan, Kyber Discover Tool, and more. twitter.com/DeFiMinty/status/1631701560752209931

Crypto Security Measures & Tips (@IamZeroIka) twitter.com/IamZeroIka/status/1631704539417153536

Trader Psychology & Tips (@zkxprotocol) A trader mainly needs to control their emotion. twitter.com/zkxprotocol/status/1630958477869989889

More on Emotion Management (@IamZeroIka) twitter.com/IamZeroIka/status/1630990293930504192

Guide to find Smart Money (@cyrilXBT) Tips & tools for on-chain analysis. twitter.com/cyrilXBT/status/1632053221433769987

How to use Pendle Pro for Yield (@DeFi_Made_Here) • PT strategy • YT strategy • Yield trading twitter.com/DeFi_Made_Here/status/1630939275662446592

Tips, tools & valuable lessons from a Chad (@Louround_) twitter.com/Louround_/status/1631067022200131585

Quick reminder: 10 things to keep in mind (@MoonshotsApe) twitter.com/MoonshotsApe/status/1631309781506859009

4/ News & Events How did Jump recover $200M from Wormhole Hack (@OvrCldJonny) twitter.com/OvrCldJonny/status/1630976246484959236

The latest Arbitrum Eco Developments (@TheDeFinvestor) Data, Updates, New protocols and more. twitter.com/TheDeFinvestor/status/1631711068618899456

5 Major Crypto Headwinds (@milesdeutscher) • Mt. Gox Unlock • Shanghai Upgrade • Silvergate Collapse • Macroeconomic Shift • Regulatory Crypto Clampdown Find out how they will affect the market. twitter.com/milesdeutscher/status/1631696090067255296

MetaMask SDK in the Unity Asset Store (@francescoglt) Unity is the most used game engine. The launch of the MetaMask SDK in the Unity Asset Store will allow devs to connect their games to MetaMask, enabling users to interact with web3-enabled features within the game itself. twitter.com/francescoglt/status/1632053680529870850

Preliminary analysis of the asset and liability position of FTX (@wassielawyer) How much do they owe, how much do they have, what could happen. twitter.com/wassielawyer/status/1631460480547008512

5/ Projects (NFA, DYOR) 5.1/ Compilations 8 Projects that raised money in February (@DeFi_Taha) Total amount raised = $816M Highest raise = $70M Number of projects = 77 Find the 8 best projects selected by Taha. twitter.com/DeFi_Taha/status/1630944388477009922

5 New DeFi Projects that raised money (@DefiIgnas) More on projects that raised VC money in February. twitter.com/DefiIgnas/status/1631205806824919042

10 Projects for the Bull Market (@RvCrypto) KAS, TAO, VELA, AZERO, CHNG and more. twitter.com/RvCrypto/status/1631250759319801856

10 Arbitrum Picks for the Bull Run (@cryptocrushmia) GMX, ZYB, RDNT, GRAIL, VELA and more. twitter.com/cryptocrushmia/status/1631922483405152256

4 Permissionless Node Protocols (@0xYugiAI) They are part of the LSD Narrative. twitter.com/0xYugiAI/status/1630897060265312259

5.2/ Research Studies • DEX • Perp DEX • Options • Vaults & Yield • Lending/Borrowing • Liquid Staking • NFTfi • Cross-chain • GambleFi & Prediction markets twitter.com/CryptoShiro_/status/1632804947157995520

6/ Bonus 10 of the best Web3 Newsletters (@N3tyan_) twitter.com/N3tyan_/status/1630986023940358151

More Web3 Newsletters (@Hercules_Defi) twitter.com/Hercules_Defi/status/1631692517140996097

30+ Accounts that are Must-Follows (@CryptoHub210) • Trading (Narrative, TA) • DeFi • General Crypto Knowledge • OGs twitter.com/CryptoHub210/status/1631396999063896066

10 interesting Crypto/Macro Videos (@rektdiomedes) twitter.com/rektdiomedes/status/1631623169424621568

Are you free from societal influences? (@Chinchillah_) twitter.com/chinchillah_/status/1631690749795266561

8 Addictions you must break to become your best self (@CitizzzenZ) twitter.com/CitizzzenZ/status/1631982398023008256

Compilation of Arbitrum News & Resources (@0x_illuminati) twitter.com/0x_illuminati/status/1631769175294189569

That's it for today frens! If you found this thread useful you can follow @CryptoShiro_ for alpha, knowlegde & airdrop content. Subscribe for free to the newsletter, receive alpha directly into your mailbox. cryptoshiro.substack.com