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ClearChainCap @ClearChainCap
Joined April 2021
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ClearChainCap@ClearChainCap
5 Jul 2021
0/ Current state of undercollateralized DeFi lendingπŸ‘‡ 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
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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 πŸ‘‡
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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
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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
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Undercollateralized lending is rapidly making its way to mainstream recognition. Congratulations to @RafaelCosman and team on the raise! The future for UCL and $TRU look very bright
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$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
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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
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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
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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
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