Toggle navigation
TWunroll
TWunroll
faq
Contact US
Jason Choi
mrjasonchoi
@RayDalio finally releases the Daily Observation on Bitcoin.Here's your about what the largest hedge fund in the world thinks about $BTC. 1/ First - what you came here for, the
Read more
As DeFi matures, quantifiable metrics will supplant vaporware memes in determining valuations for cryptoassets.A brief look at some of the major protocols today 1/ While liquidity is highly mercenary
Read more
Retails are coming to DeFi.Core to my 2021+ DeFi thesis is the idea of vertical and horizontal integration as platforms fight to retain this new inflow.This can happen in a
Read more
How fully diluted market cap matters in crypto.A thread for (retail) investors. 1/ At the negotiation table, investors that tend to be longer term focused often ask about fully diluted
Read more
Crypto trading - some personal takeaways from 2020 Disclaimer: my job requires picking investments, at times with short/medium term view (days-months), many times with a long term view (years). This
Read more
A weird thing about sizing bets...Short brain dump. One strange thing I noticed in myself in the beginning of my career and among other young investors is the tendency to
Read more
A look back at 2020 - One 50x- Four 5-9x- Four ~1-2x- Three down ~1-20% Don't need many frequent trades if there's conviction. I'm willing to take my time with
Read more
~2 months ago I pitched to @SpartanBlack_1 that $LEND market cap will overtake $MKR. A walk through my reasoning:https://twitter.com/StaniKulechov/status/1284723736571252741 1/ While most consider @MakerDAO to be a stablecoin, it is
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree