j
@JavierAng_
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1,035
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Statuses
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Investments & Portfolio Growth @DeFianceCapital | @theblockcrunch . Thoughts my own and not representative of my employer. NFA
Joined June 2021
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Send us removal request.
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@Coinbase
released their 83 PAGE 2024 Crypto Market Outlook report
I summarized it for you into 4 KEY TAKEAWAYS
Spend just 5 MINS reading it to prepare for 2024 🚀
1/13
100
675
3K
Holy Grail For Web 3 Data
Sites you MUST USE when doing crypto-research. Save this.
299
583
2K
Will China overtake US to become the next Web 3 powerhouse & kickstart the next bull run?
10 KEY TAKEWAYS from China's latest 100-page report on Internet 3.0
1/23
57
262
939
I spent hours digging and found 100s of REAL-WORLD BUSINESSES building on top of
@0xPolygon
A thread on why Polygon is the top choice for businesses, why that is important, and why I'm so excited for Polygon's future 🚀
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170
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"Chinese coin" narrative is in FULL FORCE
All you need to know about these 8 coins before aping:
• TLDR on the project
• Current/potential narrative
• Token stats & where to buy
早上好中国，我们上车！一起上月亮 🌕!
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The NFT space is so vast that it can be daunting.
To help you navigate better, I created an overview of the General NFT / Metaverse vertical and sorted them into their respective layers & groups.
I also explained them in layman terms for you.
A thread 🧵
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Did you know that 1 NFT project has onboarded more users than OpenSea & ETH NFT projects COMBINED
@Reddit
's playbook on how to onboard 8.7M users into Web 3🧵
1/20
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Looking for a job in Web 3?
A mega compilation of Web 3 job resources & postings
Retweet to help those in need
1/11
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Not gonna lie... I thought FT was going to fall off after a month
I seriously UNDERESTIMATED the power of its airdrop program
Here's why I think FT's airdrop design will become the DE FACTO standard moving forward
---------------------------------------------------------
FT's
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NEW YEAR, NEW ME
I'm excited to announce that I'm joining
@DeFianceCapital
I'll be closely working with the portfolio companies DeFiance has previously invested in, as well as focusing on research & investments
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In no particular order, funds with TOP-TIER research pieces:
-
@variantfund
-
@ZeePrimeCap
-
@1kxnetwork
-
@Maven11Capital
-
@Collab_Currency
Always super impressed when reading their pieces
Any more that I missed?
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Why I think
@Nike
&
@RTFKTStudios
's CloneX is INSANELY genius & imo >
@BoredApeYC
A long but neccessary🧵:
- Intro & Stats on project
- Thesis PRIOR to mint
- Thesis POST
@Nike
acquisition
- Progress thus far
- Upcoming catalysts
LFG ft. my
#CloneX
no. 57
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@0xPolygonLabs
has been bringing real value to the crypto space by facilitating real-world use cases
Other than Ethereum, I dare say Polygon is the top chain at this
This isn't your ordinary "moon" hype – it's about tangible impact on the global economy
(1/19)
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How did
@0xPolygon
position itself to be the TOP choice?
This is because they are:
• 1 of the most popular EVM chain: Home to 223M unique wallets w/ $1.04B TVL
• Committed to being environmentally friendly: No potential backlash from launching on Polygon
(2/19)
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@Treasure_DAO
is a perfect example of why execution matters more than 1st mover advantage
🧵 on how a derivative project became arguably the best gaming ecosystem in crypto
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@0xPolygon
also offers users:
• Affordable transaction fees: Avg < $0.015 & up to 10,000x cheaper than Ethereum
• Smooth user experience: Throughput of up to 7,000 TPS, with further scaling in its roadmap
• High security: ~$4B staked to secure the network
(3/19)
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The NFT space is on the precipice of a MASSIVE breakthrough
Introducing
@limitbreak
's ERC721-C standard & 🌟programmable royalties 🌟
1/25
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Japan, once a Web 3 giant, is ready to reclaim its title as the Crypto Capital of Asia
A thread on the tailwinds converging to propel Japan back to the forefront of the crypto world
Read if you don't want to miss out on the potential leader of the next bull market!
1/17
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Successfully onboarding businesses compounds Polygon's:
• Credibility: Polygon has passed the DD of large corporations
• Network effect: More users + more use-cases
This creates a powerful flywheel effect that drives EVEN MORE real-world adoption
(4/19)
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This week I met with 8 chads and got inspired to write on:
Vision Investing vs Problem Investing
Read on to find out the differences between these 2 frameworks & possibly improve your investment game
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To understand how powerful the flywheel is, imagine the following scenario:
You're now the head of a company, would you set up a shop in:
1. Flourishing, populated land w/ proper laws & functioning economy
OR
2. Barren, unpopulated, and lawless land w/ poor economy
(5/19)
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Most companies would choose 1, and that's
@0xPolygon
Even GPT4 agrees with this choice 😎
(6/19)
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Now, let's look at some of the 100+ real-world companies leveraging Polygon!
(7/19)
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Investors are rushing out of $USDC due to the SVB situation
There is already a NET BURN of $2.13 BILLION USDC over the past 48 hours 😥
Compilation what investors are doing, useful on-chain data + CEX & DEX to consider in case you want to buy or sell USDC🧵
(1/15)
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Before you continue, remember to bookmark this thread so you can refer to it again!
2023 IN A NUTSHELL
2/13
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1. COUNTRIES
Yes, EVEN countries are on Polygon
Singapore's central bank participated in a cross-currency transaction between tokenized YEN & SGD using
@AaveAave
's Arc
India issued blockchain-based "caste certificates" to up to 65,000 tribal members
(8/19)
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I aspire to be one of the top crypto venture investors
I consulted GPT4 & it recommended a career plan that could help me start a fund in 3 years 😎
A thread🧵
P.S You can use the same prompts to achieve your career goals. Link to the template at the end of the thread
(1/16)
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2. FINANCE
•
@stripe
&
@Worldpay_Global
: Supports USDC payments on Polygon
•
@jpmorgan
: Gave away NFTs to attendees of its 1st "Crypto Economy Forum"
•
@hamilton_lane
: Investment firm w/ $824B AUM tokenizes funds on Polygon
(9/19)
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3. TECH
•
@Adobe
: Integrates Polygon NFTs into
@Behance
•
@SamsungMobile
: Launches various NFT collections, including digital art and wearables
•
@Nothing
: NFT membership program ahead of Nothing Phone (1) launch
(10/19)
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4. SOCIAL MEDIA
•
@instagram
&
@facebook
: Adds support for Polygon NFTs (recently winded down integration of all NFTs)
•
@Reddit
: Launches NFT collections "Collectible Avatars". Currently one of the most popular NFT collections w/ 7.2M holders!
(11/19)
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6. GAMES
@Ubisoft
: NFT collection for popular game franchise
@RabbidsOfficial
w/
@TheSandboxGame
@SquareEnix
: Popular studio behind
@FinalFantasy
launching NFT game
@symbiogenesisPR
@100Thieves
: Popular e-sports organization drops 300,000 free NFTs
(13/19)
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5. LIFESTYLE
•
@Starbucks
: Launches loyalty program 'Odyssey'
•
@Disney
: Included Polygon as 1 of 6 companies in Disney Accelerator Program 2022
•
@Nike
: Launches .SWOOSH, platform for Nike's virtual creations
(12/19)
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This week I got to learn from Calvin
@calchuIus
, founder of
@Impossiblefi
and ex-
@binance
Our 6 hour long conversation 🤯 is an alpha goldmine and I wish
I have recorded it.
Here's 2 important takeaways that you should read, especially if you're trying to break into Web 3.
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.
@NorthRockLP
is known for his early calls
Last week, he called the
@Stacks
narrative - now it's up > 100% & every other trader is finally talking about it
How is Hal always early to narratives?
5 KEY takeaways from a recent
@theBlockcrunch
ep to improve your trading game 👇🏻
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7. MUSIC & ENTERTAINMENT
•
@ParamountPics
: Digital collectibles for popular franchises like
@StarTrek
@TopGunMovie
• Various artists like
@diplo
@deadmau5
@Nas
tokenizes music and/or drops digital collectibles
(14/19)
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GP of
@1confirmation
and Dune wizard
@richardchen39
was kind enough to hop on a 1-hour call with me
Many takeaways but here are 2 that I think you should know!
Short thread 🧵:
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CRYPTO VERTICALS IN 2024;
THE RISE OF DAPPS
LFG fellow consumer investoors & researchoors 😎
h/t
@derekedws
@amanda0x
@alexgedevani
@ljin18
@masonnystrom
@kelxyz_
@pet3rpan_
@nichanank
@gaby_goldberg
@anthonyxcheng
@winnielaux_
& more ♥
Personal highlight:
@myshell_ai
5/13
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We're finally seeing a potential revival of the NFT market sparked by BAYC's airdrop
Don't miss out on the next bull-run!
Up your NFT game by listening to
@theBlockcrunch
's latest epi. with NFT OG
@DeezeFi
.
Here are some of my personal takeaways out of the many.
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DEPIN IS HERE TO STAY
Projects mentioned:
@akashnet_
@helium
@Hivemapper
@rendernetwork
Personal highlight:
@DIMO_Network
@gensynai
10/13
10
9
75
L1s TO DIFFERENTIATE BY SECTOR OR FUNCTIONALITY
Projects mentioned:
@BuildOnBeam
@Blast_L2
@Immutable
@dYdX
@osmosiszone
@avax
@CelestiaOrg
@CeloOrg
6/13
3
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10. AUTOMAKERS
• Automakers like
@VW
@Kia_Worldwide
@BentleyMotors
launches NFT collection alongside new car launches, giving collectors and holders exclusive access and perks
(17/19)
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These are just some of the more notable examples, with plenty more to check out in this database I've compiled!
The database also includes links to news articles & NFT collections
(18/19)
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Recently, $58 million worth of NFTs faced possible liquidation on
@BendDAO
If triggered, a $LUNA-esque death spiral could have happened to the already weak NFT market
What happened, where are we now and lessons learnt 🧵
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Metaverses are inevitable, not only for their immense potential but because of...
Gen Zs
Boomers that are fading metaverses listen up
5
16
58
LAYER 2s GROWING THE ETHEREUM PIE; CANCUN UPGRADE TO LOWER L2 FEES
Projects mentioned:
@Optimism
@0xpolygon
@Arbitrum
@BuildOnBase
@zksync
@EclipseFND
7/13
2
1
57
That's all for the summary!
Personally wish they covered the burgeoning Bitcoin ecosystem, Crypto x AI & meme coins
Are there are other reports I should cover?
Retweet the 1st tweet below to share with fellow crypto investors
Have a great festive season y'all 😘
13/13
.
@Coinbase
released their 83 PAGE 2024 Crypto Market Outlook report
I summarized it for you into 4 KEY TAKEAWAYS
Spend just 5 MINS reading it to prepare for 2024 🚀
1/13
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675
3K
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57
Reddit Collectible Avatars are actually NFTs on
@0xPolygon
However, Reddit does not advertise them as NFTs but rather as 'limited-edition collectibles' that 'users own'
You can see in the documents that Reddit deliberately avoided the term NFTs
2/20
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Beyond speculative purposes, I truly believe that blockchain has the power to revolutionize our daily lives
@0xPolygon
is at the forefront of onboarding real-world businesses and adoption, and I'm extremely excited for what's to come 💜
(19/19)
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WEB 3 GAMING RISES FROM THE ASHES
Projects mentioned:
@AxieInfinity
Let's gooo
@bottomd0g
@Psycheout86
@wassiecapital
@chng_raymond
@0xkapital_k
@tommy182145
9/13
2
1
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This is Apple's next "iPhone moment"
INTRODUCING APPLE VISION PRO
If you missed the epic
#WWDC2023
announcement, here's all you need to know about the Vision Pro
1/19
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If you're as excited as me about Polygon's future, do retweet the 1st tweet below to share the love
For more real-world x blockchain news & projects, do give me
@javierang_
a follow as well
I spent hours digging and found 100s of REAL-WORLD BUSINESSES building on top of
@0xPolygon
A thread on why Polygon is the top choice for businesses, why that is important, and why I'm so excited for Polygon's future 🚀
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That is all the key points you should know!
I just saved you > 10 hours of translating & reading, so please retweet the 1st tweet below if you can
P.S I'm also looking for a venture role in Web 3, please help spread the word or dm me if you're hiring ♥
Will China overtake US to become the next Web 3 powerhouse & kickstart the next bull run?
10 KEY TAKEWAYS from China's latest 100-page report on Internet 3.0
1/23
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939
5
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48
- Blockchain is 1 of the core supporting components, including other emerging technologies like metaverse, AI, AR/VR, 6G network & more
- Internet 3.0 still in initial stages, most prominent in gaming but will include all aspects of life in the future
4/23
2
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46
While not officially explained, it is likely because Reddit found that ~60% of users think NFTs & crypto are confusing topics
Hence, it was better to abstract away the complexities of NFTs & blockchains while allowing Redditors to benefit from blockchain-backed ownership
3/20
2
0
47
Today, Web 3 users represent < 5% of the ENTIRE INTERNET
Why do normies look at us crypto-natives as if we're crazy when we talk about the benefits of Web 3 & blockchains?
Perhaps the truth is there's just no PMF with the majority of users?
I set out to find answers &
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Last week,
@mrjasonchoi
spoke with
@Maven11Capital
to find out:
• current market condition
• future of rollups
• layer that accrues the most value
• 4 other interesting verticals
• & more!
Some highlights🧵
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Fren.Tec (FT) is the hottest dapp right now
In just a mere 12 days:
- onboarded nearly 100K users, with $62.2M inflow
- facilitated $62.4M vol across 1M trades
- made $3.3M in protocol fees, $1.65M to creators
Is FT the future of social media, or is it doomed to fail? 😥
1/13
13
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NFTs
•
@nftgoio
-
•
@cryptoslamio
-
•
@richardchen39
Opensea data -
•
@hildobby_
NFT market overview -
•
@RZinovyev
Metaverse Mega Dashboard -
3
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Before we begin, most news article claim that China's whitepaper talks about Web 3
In reality, Web 3 is only a SMALL portion of China's vision of the FUTURE
While the rest of the world is playing checkers, China is playing chess
2/23
2
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Twitter algorithm hates tweets with links, but I included the links for your convenience.
Like/Retweet the first tweet below if you can to spread the alpha:
Holy Grail For Web 3 Data
Sites you MUST USE when doing crypto-research. Save this.
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2K
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VALIDATOR MIDDLEWARE & CUSTOMIZABILITY
Projects mentioned:
@ObolNetwork
@ssv_network
@divaprotocol_io
12/13
4
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Happy to have gotten whitelist for
@tubbycatsnft
But man I must have used all of my luck when I got accepted to intern at BlockCrunch
I literally got the "plain bread" of all possible combinations
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Weekly NFT Juice (4th Apr - 10th Apr)
No. of transactions hit ALL-TIME HIGH
But are we really back at NFT bull-market?
Read on if you want to be updated on NFT market performance & news.
🧵
2
10
41
My go-to list of funds/researchers/investors to learn about a topic
+ link to their piece that I enjoyed most
Bookmark this thread to turbocharger your research
3
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Special shoutout to:
@CoinDesk
@theblock__
@decryptmedia
& more for news sources
@sourcex44
for Polygon NFT database
1
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One for All, Instalment 1
In this series, I share alpha I've learnt from
@mrjasonchoi
(and others) that I think is useful / relevant to you guys
Note: These are my personal interpretation and may not fully represent what they mean
4
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2
3
36
.
@mrjasonchoi
took a chance on me in 2022 & I count myself blessed every day
One of the best platforms you can get to kickstart your Web 3 career. Feel free to DM if you have any questions!
Looking for an analyst to contribute to
@theBlockcrunch
VIP and build a brand for themselves 💪
Paid role, fully remote, part time - if interested send writing samples to
@theBlockcrunch
DM
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My sensei
@MrJasonChoi
also shared with us the tools & resources he uses/reads as a professional investor
Here's the list so you can incorporate them into your investment routine & up your crypto game!
Yesterday
@MrJasonChoi
had his 1st ever LIVE AMA hosted by trusty intern
@JavierAng_
In the AMA, Jason shared with us:
• His Crypto Journey thus far
• Investment Frameworks & Tips
• Future of Crypto Landscape
• Advice for Newcomers & Aspiring Analysts
1
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DEFI/CHAIN/BRIDGE (2)
•
@hagaetc
DEX metrics -
•
@eliasimos
Bridge Stats -
•
@gm365
L2 Bridge Stats -
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2
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1. FUTURE = Internet 3.0
- Internet 3.0 is not Web 3, it's more than that
- Future where virtual & real-world activities are held in immersive 3D spaces that is indifferentiable from the real world
- Potential to revolutionize industries & reshape & drive economic growth
3/23
1
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Crypto world-adoption is NECESSARY and INEVITABLE
Important real world x blockchain news you must know this week in 6 tweets:
I gotchu 🤝🏻
(1/6)
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.
@richardchen39
's 1st episode with
@theBlockcrunch
is one of my favourite and I've been a huge fan since.
7 months later he's back on for Round 2 and this time I'm an intern w/ BlockCrunch - life is really full of surprises 😍
Here's 3 takeaways from the most recent epi!
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AI is undeniably a pivotal industry for the future
But where does Web 3 fit in AI's landscape, or is it all a gimmick?
I dived into 8 projects with LIVE tokens to answer that question
Read this, or risk being unprepared when Web 3 reshapes the AI frontier
1/15
4
9
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Weekly NFT Juice (31st Jan -6th Feb)
Apologies for the delay on this piece! Have been a hectic week.
Series format:
-Performance of general NFT market
-In the Verse (news for crypto-natives)
-Over the Bridge (news for IRL co. coming in)
LFG!
2
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34
Apart from terminology, Reddit also made NFT ownership easy by
- allowing purchase of Avatars via fiat only
- removing friction typical of web 3 wallet -> wallet known as Vaults available in native Reddit app + Vaults linked to Reddit acct + no need to manage seed phrase
4/20
2
1
31
Woohoo! Thank you
@mrjasonchoi
. Beyond grateful for the opportunity.
Hi all! I'm Javier and here's my genesis thread as
@theBlockcrunch
's analyst /
@mrjasonchoi
's disciple 🙇🏻♂️
Excited to announce the first
@theBlockcrunch
analyst!
Let's get him to 1K followers:
@JavierAng_
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Most hyped interview of 2022 ft.
@ZachXBT
releasing in < 36 hours.
Out of all the 40+ exposes, can you guess which is Zach's favourite?
If you guys get it right, I'll ask
@mrjasonchoi
to release the episode earlier 😋
HINT: It's not SiFu-Wonderland case
8
2
31
Weekly NFT Juice (21st Feb - 27th Feb)
NFT Bear Market Is Here?! 😭
3rd Consecutive Week of Decreasing Transaction Volume
Let's take a look 🧵
2
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33
2. Blockchain is key, but likely not fully decentralized
- Blockchain is useful for ownership & transaction of digital assets & currency, identity authentication & governance
- Didn't explicitly mention their regulatory stance on decentralized blockchains
5/23
1
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Finally, 5000 followers!
Thank you all for the support, especially frens that constantly retweet my content 😘
More good stuff coming your way!
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If you want to see how these data are utilized, check out the newsletter I write for
@theBlockcrunch
VIPs
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After my 2 posts on FriendT, people have been asking me to become more active on FriendT...
And so I shall - not just on FriendT, but on
@joinfantech
too!
Starting today, I'll become more active & attempt to create a community around my passion:
✨The Web 3 Consumer Vertical✨
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Reddit also differentiated its Collectible Avatars from a typical NFT PFP collection
Instead of having an unique design, an Avatar may share the same design as another Avatar, differentiated only by its serial number
This is because instead of owning static JPEGs...
5/20
1
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Damn scheduled this for Monday for $PIXEL launch, but $RON is already pumping
Was $3.40/Binance-listing-pump the pico top for
@Ronin_Network
? I don't think so
Quick thoughts on why we're going much higher & $4 is likely in the coming weeks
7
7
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Recommended viewing by
@mrjasonchoi
:
@DangerWillRobin
on Web 3 Games & Their Guilds
#ETHDenver2022
Watch here:
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Reddit allows users to mix different Avatar traits to form a unique PFP
This strategy allows for a more engaging experience + keeps conversations going + onboard more users per launch
Killing 3 birds with 1 stone 😎
Can you figure out which traits have been combined?
6/20
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