Matt D

This is the only chart you need to figure out where we are in the cycle

If you haven’t already, now would be a good time to read through our recent research report on $SNX

We've spent a bunch of time researching the whole Perp DEX ecosystem This is what you should know about DYDX 1. DYDX smash all competitors in terms of deriv volume 2. *When* fee sharing starts, the valuation is going to moon on a PE basis 3. But.. big token unlocks incoming

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We’ve just issued some new research on ChainLink $link that we have been writing since pre the recent pump It’s quite a process in trying to come up with a suitable valuation framework for such a huge project that hasn’t really focused on the monetization aspect yet Check it out and see if you agree

Really though, the best way to play this is just buy the whole narrative. Don't trade it, just buy it Take exposure to DYDX, SNX and some GMX just for laughs, because a rising tide lifts all boats and the narrative will succeed regardless

But the DEX from the future has some short-term issues Starting December you have a free-for-all VC gangbang with hundreds of millions of tokens coming to market Noone want to step in front of impending doom, but if the market starts churning and vols triple, maybe it nets out?

The numbers and growth stack up, but more importantly, the 'narrative' is what you are buying into, and noone can deny that perp dexes are the best narrative for the forseeable future The failure of FTX was, in essence, the greatest marketing DYDX could ever ask for

Based on the numbers DYDX are doing and where we 'think' we are in the market cycle, I would compare buying DYDX now to investing into a form of Binance equity (dividend paying) in 2019

We’re scaling up our research team and are currently hiring for 2x analysts (Singapore preferred but can be remote). DM with CV and any reports/work you have done previously

Our last research report on @synthetix was during their ICO back in 2018 when they were still Havven 5 years later and IMO, they are still unmatched in their ability to experiment and innovate If you haven't already do yourself a favor and check out our latest report on SNX

We are pleased to release our first research report in hot minute, this time on @synthetix. Skip to the end for the full report.

In anticipation of our upcoming #Uniswap listing, we are proud to release the newest version of our $POLS whitepaper. It includes our new advisors @JP_Mullin009 @mjdibb and our roadmap all the way to end of 2021. Check it out at polkastarter.com! #DeFi

Proud to be an early supporter of @PowerTradeHQ and their mission of bringing simplified crypto options trading to the masses.

$4.7m funding secured to Power up options trading! ⚡️ Thanks to our early supporters @PanteraCapital @hiFramework @cmsholdings @delitzer @QCPCapital @ledger_prime @Signum_Capital @astronautcap @EthosVentures @kaiynne @loi_luu @bobbyong Taureon, BoxOne 👉 coindesk.com/new-bitcoin-op…

New Bloomberg Bitcoin report by @mikemcglone11. - Change to original 60/40 investment model to include BTC - ETH pop more speculative than BTC - BTC/Gold Correlation on the rise - GBTC absorbing Bitcoin very quickly data.bloomberglp.com/professional/s…

Decent research on the Coinbase IPO here. @gda_capital pegging it to around $4.3b, a big down-round from its last raise at $8b. As a betting man, I would say it's going to be much higher.

@DegenSpartan Never leave CT 😂

@tomlombardi killer thread/primer tom

1/ Today I published "Primer: An Overview of the Bitcoin Investment Fund Landscape". This paper explores the array of legal structures and investment offerings for financial advisors to get exposure to bitcoin. Thread 👇 @tom_lombardi/primer-an-overview-of-the-bitcoin-investment-fund-landscape-7849bcfeb876" target="_blank" rel="nofollow noopener">medium.com/@tom_lombardi/…