https://www.thedefiedge.com/execution/Photo by Austin Distel / Unsplash“Ideas don’t make you rich. The correct execution of ideas does.” Felix Dennis Your investment strategy has a weakness. You're investing in protocols because you fall in love with the vision. Are you spending enough time thinking about if the team can execute the vision? Theranos had an amazing vision for its blood technology, but it ended up being a web of lies. This is a familiar tale in Crypto. Constant delays are ...

https://www.thedefiedge.com/execution/Photo by Austin Distel / Unsplash“Ideas don’t make you rich. The correct execution of ideas does.” Felix Dennis Your investment strategy has a weakness. You're investing in protocols because you fall in love with the vision. Are you spending enough time thinking about if the team can execute the vision? Theranos had an amazing vision for its blood technology, but it ended up being a web of lies. This is a familiar tale in Crypto. Constant delays are ...

https://twitter.com/0x_Jonas/status/1499662952437547010 1/18 换个方向聊聊沉寂已久的 #DeFi 板块。在 @CipholioCN 和 @devoteEndlessly 共同举办的活动上分享了下目前对 #CurveWar 的认识和看法，其实关于生态的讨论已经有很多现有资料，借这个机会拾人牙慧再来谈谈自己浅显的认知，希望可以帮大家从头再梳理下这场战争的来龙去脉。2/18 在正式进入 Cruve 生态之前不得不提一嘴目前稳定币的发展和生态。我们大致经历了从法币抵押➡️超额抵押➡️算法稳定的三个发展阶段，他们都各有各的优势与问题，而流动性战争的核心则围绕解决算法稳定币的价值锚定和提供代币使用场景展开。3/18 第一个问题：如何锚定（算法）稳定币的价值？在众多的 AMM 之间大家最终选择了 @CurveFinance 。其提供的 Stableswap 算法使得其在盘口提供的深度要比 Uniswap V1 算法更优，这一天然优势使得其可以满足稳定币大额低滑点交易的需求，因此逐渐建立起稳定币兑换的生态。4/18 但是仅仅通过优化算法...

https://twitter.com/0x_Jonas/status/1499662952437547010 1/18 换个方向聊聊沉寂已久的 #DeFi 板块。在 @CipholioCN 和 @devoteEndlessly 共同举办的活动上分享了下目前对 #CurveWar 的认识和看法，其实关于生态的讨论已经有很多现有资料，借这个机会拾人牙慧再来谈谈自己浅显的认知，希望可以帮大家从头再梳理下这场战争的来龙去脉。2/18 在正式进入 Cruve 生态之前不得不提一嘴目前稳定币的发展和生态。我们大致经历了从法币抵押➡️超额抵押➡️算法稳定的三个发展阶段，他们都各有各的优势与问题，而流动性战争的核心则围绕解决算法稳定币的价值锚定和提供代币使用场景展开。3/18 第一个问题：如何锚定（算法）稳定币的价值？在众多的 AMM 之间大家最终选择了 @CurveFinance 。其提供的 Stableswap 算法使得其在盘口提供的深度要比 Uniswap V1 算法更优，这一天然优势使得其可以满足稳定币大额低滑点交易的需求，因此逐渐建立起稳定币兑换的生态。4/18 但是仅仅通过优化算法...

https://twitter.com/SJosephBurns/status/1496258686125289477 There is a big difference between trading for capital gains and trading full time and needing it to pay monthly bills. The first thing to consider is if the math works out. If your living expenses are $4,000 a month and your trading account is $50,000 you will burn through your capital in one year with flat returns. You would need to return 10% a month to cover your monthly bills and have a margin of safety. Those returns would put y...

https://twitter.com/SJosephBurns/status/1496258686125289477 There is a big difference between trading for capital gains and trading full time and needing it to pay monthly bills. The first thing to consider is if the math works out. If your living expenses are $4,000 a month and your trading account is $50,000 you will burn through your capital in one year with flat returns. You would need to return 10% a month to cover your monthly bills and have a margin of safety. Those returns would put y...

https://twitter.com/SJosephBurns/status/1500290186370027523 Written goals that create a focused and definite aim, life purpose, and vision is one of the first steps to success. Achieving what you want for your life requires working both smart and hard with a concentration of effort toward what you want. Too many people divide their energies over several paths never choosing their priorities and fail to be master any pursuit. A double-minded person achieves little as their thoughts, energy, an...

https://twitter.com/SJosephBurns/status/1500290186370027523 Written goals that create a focused and definite aim, life purpose, and vision is one of the first steps to success. Achieving what you want for your life requires working both smart and hard with a concentration of effort toward what you want. Too many people divide their energies over several paths never choosing their priorities and fail to be master any pursuit. A double-minded person achieves little as their thoughts, energy, an...

https://twitter.com/Galois_Capital/status/1494910149747621888State of the MarketOverviewThis last double bull cycle of 2020 and 2021 was marked by the dominance of “narrative”. The merit of a new token project took a backseat to the quality of their marketing and memes. Trading firms turned VCs in the first part and anon influencers in the second part took power where traditionally VCs had sway in 2017. We saw the narrative shift from DeFi, to NFTs, to DAOs (briefly), to L2 (briefly), to Play...

https://twitter.com/Galois_Capital/status/1494910149747621888State of the MarketOverviewThis last double bull cycle of 2020 and 2021 was marked by the dominance of “narrative”. The merit of a new token project took a backseat to the quality of their marketing and memes. Trading firms turned VCs in the first part and anon influencers in the second part took power where traditionally VCs had sway in 2017. We saw the narrative shift from DeFi, to NFTs, to DAOs (briefly), to L2 (briefly), to Play...

http://www.paulgraham.com/founders.htmlDeterminationThis has turned out to be the most important quality in startup founders. We thought when we started Y Combinator that the most important quality would be intelligence. That's the myth in the Valley. And certainly you don't want founders to be stupid. But as long as you're over a certain threshold of intelligence, what matters most is determination. You're going to hit a lot of obstacles. You can't be the sort of per...

http://www.paulgraham.com/founders.htmlDeterminationThis has turned out to be the most important quality in startup founders. We thought when we started Y Combinator that the most important quality would be intelligence. That's the myth in the Valley. And certainly you don't want founders to be stupid. But as long as you're over a certain threshold of intelligence, what matters most is determination. You're going to hit a lot of obstacles. You can't be the sort of per...

https://twitter.com/thedefiedge/status/1494718736175009794 Playing Poker will give you an unfair advantage in Crypto. But you don't have to play thousands of hands to reap the rewards.Here are 17 most important lessons:The Whales have an EdgeWhoever has the most chips at the table can bully everyone. Crypto: 🐳 can bully you w/o you realizing it. • Early access to deals. • Easier access to insider info. • They can move the markets of small caps. This is NOT an equal game. The Whales have...

https://twitter.com/thedefiedge/status/1494718736175009794 Playing Poker will give you an unfair advantage in Crypto. But you don't have to play thousands of hands to reap the rewards.Here are 17 most important lessons:The Whales have an EdgeWhoever has the most chips at the table can bully everyone. Crypto: 🐳 can bully you w/o you realizing it. • Early access to deals. • Easier access to insider info. • They can move the markets of small caps. This is NOT an equal game. The Whales have...

https://twitter.com/thedefiedge/status/1500465651076374530 Andre Cronje is the Godfather of DeFi. He & his partner are leaving the DeFi space and will be shutting down several of their projects. Rugpull? WTF happened? Here are my thoughts: Andre is an introvert. He's one of those gigabrains that wants to be behind the scenes and build. A turning point happened when he announced the ve(3,3) project. Andre would build, and Danielle Sesta would handle the marketing & build hype. A match mad...

https://twitter.com/thedefiedge/status/1500465651076374530 Andre Cronje is the Godfather of DeFi. He & his partner are leaving the DeFi space and will be shutting down several of their projects. Rugpull? WTF happened? Here are my thoughts: Andre is an introvert. He's one of those gigabrains that wants to be behind the scenes and build. A turning point happened when he announced the ve(3,3) project. Andre would build, and Danielle Sesta would handle the marketing & build hype. A match mad...

https://twitter.com/itvc_/status/1499876106672902145 By BeInCrypto Staff 4 March 2022, 22:00 GMT+0000 Updated by Geraint Price 4 March 2022, 13:29 GMT+0000 IN BRIEF The consensus mechanism is the central element of any blockchain and guarantees the security and trustworthiness of the network. Over the years more and more mechanisms were developed. All have their advantages and disadvantages. But why exactly is consensus needed and what consensus procedures are there? Proof-of-work, proof-of-s...

https://twitter.com/itvc_/status/1499876106672902145 By BeInCrypto Staff 4 March 2022, 22:00 GMT+0000 Updated by Geraint Price 4 March 2022, 13:29 GMT+0000 IN BRIEF The consensus mechanism is the central element of any blockchain and guarantees the security and trustworthiness of the network. Over the years more and more mechanisms were developed. All have their advantages and disadvantages. But why exactly is consensus needed and what consensus procedures are there? Proof-of-work, proof-of-s...

https://twitter.com/Phyrex_Ni/status/1498517217289330688 从昨天晚上开始 #BTC 进入疯狂的领涨模式，一直持续到早晨八点，其中一度冲破了44,000美金，虽然目前已经回调到43,000美金左右，但是24小时内将近15%的上涨，而且还是领涨还是蛮可怕的，那么是什么原因或者说是什么样的情况才导致了 #Bitcoin 的如此上涨，咱们通过数据来看一看，谁买走了你的BTC？ 到底谁是这次的主要买家，目前广泛流传的说法是因为俄罗斯的被制裁导致了外汇兑换的限制，法币的贬值以及提现的困难，这并不仅仅是发生在俄罗斯，包括迁徙家园的乌克兰民众也会受到法币的冲击，所以 #BTC 承担起了“避险资产”的作用，一方面是相对底部的价格导致下行空间并不多，另一方面兑换美金会简单而另一个原因，目前虽然说的比较少，就是美联储对于目前的地缘冲突，以及本土出现的经济放缓的趋势不得不去正面面对，导致了三月份的加息不能再像鹰派那样强硬，到今天凌晨的数据来看，加息50个基点的可能性已经降低到了5.6%，而且虽然不加息的可能性评论员认为是0，但实际上还是可能会发生的...

https://twitter.com/Phyrex_Ni/status/1498517217289330688 从昨天晚上开始 #BTC 进入疯狂的领涨模式，一直持续到早晨八点，其中一度冲破了44,000美金，虽然目前已经回调到43,000美金左右，但是24小时内将近15%的上涨，而且还是领涨还是蛮可怕的，那么是什么原因或者说是什么样的情况才导致了 #Bitcoin 的如此上涨，咱们通过数据来看一看，谁买走了你的BTC？ 到底谁是这次的主要买家，目前广泛流传的说法是因为俄罗斯的被制裁导致了外汇兑换的限制，法币的贬值以及提现的困难，这并不仅仅是发生在俄罗斯，包括迁徙家园的乌克兰民众也会受到法币的冲击，所以 #BTC 承担起了“避险资产”的作用，一方面是相对底部的价格导致下行空间并不多，另一方面兑换美金会简单而另一个原因，目前虽然说的比较少，就是美联储对于目前的地缘冲突，以及本土出现的经济放缓的趋势不得不去正面面对，导致了三月份的加息不能再像鹰派那样强硬，到今天凌晨的数据来看，加息50个基点的可能性已经降低到了5.6%，而且虽然不加息的可能性评论员认为是0，但实际上还是可能会发生的...

https://medium.com/1kxnetwork/show-me-the-liquidity-evaluating-nft-financialization-methods-f3c30bf8f08c Before the advent of DeFi primitives, the only way for users to acquire cryptoassets were through ICOs, OTC trades, or centralized exchanges with stringent listing requirements. For most fungible (ERC-20) tokens that launched into the ICO boom, the market was illiquid. DeFi protocols then came along and reduced time-to-liquidity for the long tail of tokens, resulting in the vibrant trading...

https://medium.com/1kxnetwork/show-me-the-liquidity-evaluating-nft-financialization-methods-f3c30bf8f08c Before the advent of DeFi primitives, the only way for users to acquire cryptoassets were through ICOs, OTC trades, or centralized exchanges with stringent listing requirements. For most fungible (ERC-20) tokens that launched into the ICO boom, the market was illiquid. DeFi protocols then came along and reduced time-to-liquidity for the long tail of tokens, resulting in the vibrant trading...

https://twitter.com/ChaasEth/status/1499603801275355136 1/ A proposed framework for what resources crypto VC’s owe the protocols they invest in (in my opinion). AKA, how I would think about building a platform team for a web3 VC shop, focused on translating successful models from web2 into the web3 environment 2/ It’s worth asking why web2 VCs have platform teams to begin with: I’d say there’s two answers:To help their companies grow and be a reciprocal partner on the journey as they scale, “...

https://twitter.com/ChaasEth/status/1499603801275355136 1/ A proposed framework for what resources crypto VC’s owe the protocols they invest in (in my opinion). AKA, how I would think about building a platform team for a web3 VC shop, focused on translating successful models from web2 into the web3 environment 2/ It’s worth asking why web2 VCs have platform teams to begin with: I’d say there’s two answers:To help their companies grow and be a reciprocal partner on the journey as they scale, “...