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👀 How to retire 25 years early
PLUS: The greatest trade of 2023
GM everyone. This is 2036. We scroll for gems all day so you don’t have to.
Today is Favorite Friday, where we serve up the resources we most enjoyed this week 🍲.
So if you're looking for content to dig into this weekend, this is your list...

In the last two weeks, Arthur Hayes has blessed us with not one but two essays.
The first one during the holidays was about:
What crypto will look like in 2024
The sectors to avoid in the bull market
The second one, published this morning, is about:
Why crypto is currently in the no-trade zone
Why he’ll be shorting the crypto market in March - and how he plans to do it
As we always say - if you’re going to read one thing in crypto (other than 2036, bien sur), it should be Arthur’s essays.
2/ The week of predictions
It’s the first week of January. Like every year, many (way too many) people release their half-baked predictions for 2024.
But a few reasoned people with a good track record release theirs, too. And they’re always worth keeping an eye on.
Here are the ones we found the most interesting:
24 crypto predictions for 2024
Unlike other threads put in as many hard numbers for these predictions to make them quantifiable.
Also tried to call out as many start-ups/hidden gems as possible. Most launching in Q1.
15 for 25 last year.
Can we do better this year? NFA
— Tom Dunleavy (@dunleavy89)
1:16 AM • Jan 4, 2024
1/ HAPPY NEW YEAR
The Messari Theses for 2024 are now available for free.
Here's 105 thoughts for the new year. 👇
— Ryan Selkis (d/acc)🪳 (@twobitidiot)
4:35 PM • Jan 2, 2024
Here are my 2024 predictions that I shared on @OnTheBrinkCIV weekly roundup today
absolutely not investment advice! these are predictions
— nic 🌠 carter (@nic__carter)
4:56 PM • Dec 29, 2023
27 predictions for 2024 🧵
— Mippo 🟪 (@MikeIppolito_)
12:19 AM • Dec 28, 2023
P.S. Yesterday, yet another protocol announced an airdrop for Cosmos ecosystem stakers.
You can check the details here. And if you have no idea what we’re talking about, read yesterday’s email.

Want our step-by-step blueprint for making money in crypto?
Want to invest in early-stage crypto opportunities before everyone else?

Wall Street consensus target for $coin
30% below current price. One of them seriously thinks it’s is worth $39
It’s still earlyTM
— Qiao Wang (👽, 👽) (@QwQiao)
4:53 PM • Jan 4, 2024
Still think ETH is a late cycle asset this time.
They invested in all these L2s and "aligned" L1s at the seed round level.. They're going to run those the fuck up, when the tokens start unlocking there will come a point where everything rotates into ETH and it actually… twitter.com/i/web/status/1…
— R89 (@R89Capital)
5:55 PM • Jan 4, 2024
Can't wait for this narrative to pick up so we can reenter long $COIN in the low triple digits again. I'll keep repeating this but Coinbase is going to be the Tesla of the next few years on Wall Street.
— Quinn Thompson (@qthomp)
2:27 PM • Jan 3, 2024
Saving in #Bitcoin can help you retire 25 years earlier than if you only invested in index funds.
Let me explain:
(THREAD 👇)
— Rajat Soni, CFA (@rajatsonifnance)
7:20 PM • Jan 2, 2024
1/ Why 2030?
Two years ago I said you are "insufficiently bullish" about NFTs, which is of course true.
Also, there was a "2030" in the title.
The thread explained a lot of things, but not "why 2030?"
Today, I will explain.
— 6529 (@punk6529)
9:30 AM • Jan 1, 2024
I'm going to tell you guys something useful. Few of you will actually take the advice
I've woken up and traded in this market nearly every day, for 2,500+ days straight. I have seen or felt every emotion, have seen the same narratives, the same charts play out 1000+ times, the… twitter.com/i/web/status/1…
— Pentoshi 🐧 euroPeng 🇪🇺 (@Pentosh1)
4:12 PM • Dec 27, 2023
I’m tired of pretending Bitcoin wasn’t invented in 1996 by the NSA
— 🉐 Crypto Linn (@crypto_linn)
3:37 AM • Jan 2, 2024
Bitcoin miners are absolutely printing. With Miner Price at $64K, they are making 50% extra on top of the Bitcoin price 🤯
— Charles Edwards (@caprioleio)
5:00 PM • Dec 27, 2023
Congratulations to all of you who joined the bitcoin miner trade in 2023:
The @ValkyrieFunds Bitcoin Miners ETF -- $WGMI -- was up ~399% in 2023 through Wednesday. Its had a rough couple days and is down 15% today but its still up a whopping 314% this year. It's the best performing non-leveraged ETF in the US for 2023
— James Seyffart (@JSeyff)
6:30 PM • Dec 29, 2023
… and if you didn’t - don’t worry. There will be many more great trades in 2024.



What's the #1 question you want us to cover more in 2024? |