➡️ What is a fair price for $ARB?
➡️ How to play the launch to benefit the most?
I'm tackling with the most popular takes on CT to separate moon math from data-driven predictions.
9 threads compressed into 9 tweets with action items at the end:
Arbitrum is on fire!
With $ARB airdrop worth >$1B, a lot of liquidity will trickle into its ecosystem projects.
"A rising tide lifts all boats"
If you still look for INVESTMENT OPPORTUNITIES, this is a mega thread with 30 innovative projects building on Arbitrum:
Possibilities GPT-4 offers may have not been discovered yet.
✅ Coding a game
✅ Building a website from a sketch
✅ Passing an exam
✅ Writing a lawsuit
All done.
But people are still hungry and come up with new ideas.
See what they are up to and what GPT-4 can deliver:
It's not been even 24 hours since GPT-4 went live and users have already created amazing things with it.
See a few examples and tell me we are not going to be replaced by AI very soon.
Huge amount of $ETH, from ~3M to even ~6M ETH, will be withdrawn after the Shanghai upgrade.
How much will be SOLD?
I broke down stakers into segments to understand their ability / willingness to sell and analysed different scenarios.
Read this thread to see what's coming:
If you hold $ETH, you should pay attention:
If ETH withdrawals were enabled today, ~1M ETH would be automatically withdrawn in 5 days.
This could be just the tip of the iceberg as 16.3M staked ETH would become free to move.
"ETH Withdrawals ELI5" thread you should read today:
In TradFi this initiative clearly has product-market fit:
➡️ One app had 29M users and $8.8B valuation in 2022.
Yet, it hasn't taken off in crypto so far due to complex UX/UI.
If done well, it's a BILLION DOLLAR idea.
How to get exposure to this EMERGING NARRATIVE?
🧵👇
When even known influencers get hacked, you start worrying about your own safety.
Instead, you should use these events as learning opportunity.
5 mistakes that made @NFT_GOD lose his net worth and what you should learn from them:
What happened?
@NFT_GOD got hacked and loast a life changing amount of his net worth.
His Twitter, Substack, Gmail, Discord and all wallets were taken over by an attacker.
And all was caused by a few little mistakes that could have been avoided with simple security measures.
twitter.com/NFT_GOD/status/1614442000958324739
Being early to a hot narrative is the simplest way to make OUTSIZED RETURNS.
Identifying this narrative is a bit more challenging...
I reviewed hundreds of pages in multiple crypto reports and made a list of 10 BIGGEST NARRATIVES for 2023 + related money making opportunities:
A month ago I published a list of top Arbitrum builders with the potential to outperform the market.
Time to review my portfolio of:
$DPX, $PLS, $VSTA, $SPA, $JONES and $UMAMI
I share:
- Current performance
- Upcoming catalysts
- Some alpha leaks
Enjoy! 🧵👇