ClearChainCap

0/ Current state of undercollateralized DeFi lending👇 Undercollateralized lending has been an elusive holy grail since 2017, but has seen rapid innovation in the past 12 months A thread on how it has evolved Inspired by @AlexMasmej+@sidbpowell's 2019 deep dive on the subject

@_kinjalbshah @ApeDao_

1/ Collector DAOs are having a moment - here's why I think they'll evolve into digital powerhouses alongside museums, galleries, and historical institutions I'll cover - formation - curation vs. investment - types of Collector DAOs & more

@ApeDao_ has some of the top asset managers and one of the strongest communities in the NFT space Since inception, they have amassed an impressive 81 BAYC apes, 34 BAKC pups, a fem punk+more Having gone ~30X since launching, they are raising fresh funds now

5/ Principle 3: Be aware of market heating up The Best way to gauge this will be to monitor obviously fundamentally weak projects like $BSV, $ETC and $BCH. When such coins begin to go back to ATH, it's probably the last phase of this bull run

4/ Principle 2: Trade with Relative Strength If one uses charts, compare the token of your choice with BTC or ETH to understand if they are outperforming or not. This helps in narrowing the list when multiple coins breakout together, as we buy the ones with highest momentum

1/ How to play the Crypto Bull Market: A Thread The recent one sided move has surprised traders & long term investors alike. A discussion on coin selection and risk management to milk this second phase on the bull market 👇

Undercollateralized lending is rapidly making its way to mainstream recognition. Congratulations to @RafaelCosman and team on the raise! The future for UCL and $TRU look very bright

@KyleSamani We've been thinking about this for some time. In our opinion, the largest problem that crypto rails are solving for UCL is institution-less globalization of credit markets. And eventually, more open data = higher underwriting accuracy twitter.com/ClearChainCap/…

14/ So, if you are going to focus on crypto-enabled UCL You should be asking yourself: what are current underwriting models missing, and can crypto rails actually take advantage of those holes?

0/ Most of the discourse in crypto WRT under-collateralized lending (UCL) is… wrong A thread

@jessewldn medium.com/coinmonks/the-…

What are the most interesting and under-appreciated essays on crypto as of late? New blood.

@santiagoroel @AaveAave @StaniKulechov A lot of innovation going on in the undercollateralized lending space. @AaveAave is certainly at the forefront in most areas. But others like @TrustToken have also made leaps in setting up credit scoring systems

Idea: borrowers that keep a healthy health score on @AaveAave get minted credit score points they could use to borrow at a lower rate or get undercollateralized loan w/ favorable repayment terms (no liq risk). Incentivizes healthy borrowing habits too 👻 h/t @StaniKulechov

@parisrouz Couldn't agree more. Gaming is also incredibly nascent compared to DeFi. A lot to be excited about. twitter.com/ClearChainCap/…

Crypto gaming will be more powerful than DeFi itself because of the close to zero capital requirement 👾

$BTC netflow data flashing concerning signals The last 3 times netflows spiked this high marked local tops for BTC price Given BTC price weakness over the past few months, these inflows converting to sales could be short-term bearish @wclemente @APompliano

20/ We are already starting to see market dominance from @Decentraland and @TheSandboxGame emerging as leaders With MCAPs of ~$800M and ~$300M we believe we are still relatively early in the growth cycles of both projects

19/ Conclusion Virtual worlds are at the forefront of the decentralized gaming revolution and are poised to continue growing Given the role of social consensus in valuing real estate, we expect this space to be dominated by 1–2 players over the next 5–10 years

1/Decentralized gaming has been gaining steam in terms of adoption, value capture & speculation In this thread, we take a look at the foundation layer of decentralized gaming: virtual worlds Thoughts inspired by @borgetsebastien, @CryptoGodJohn, @KyrosVentures, @AndrewSteinwold