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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...
Two people have had an outsized impact on my career.
One of them is Naval Ravikant.
Naval used to actively produce content. But since he started dropping wisdom bombs on his own app - Airchat - he’s been quieter on the podcast front.
This week, however, he dropped another long-form banger.
Thoughts on macro, investing, crypto, life - it’s all there.
This is one of the best pieces I’ve ever read on crypto gaming.
You can skip directly to Chapter 2, where the fun begins.
If you’re curious why the Metaverse is a multi-trillion $$ opportunity - and why I focus so much on gaming - I encourage you to read this.
It’s the ultimate gaming thesis.
i've said it many times... i am not interested in holding $ETH until after the $BTC spot ETF
if we are lucky, we get to run back the same exact trade as all eyes shift to a $ETH spot ETF after $BTC is approved
— 3xLiquidated 🎢 (@3xliquidated)
5:30 PM • Dec 5, 2023
Remember that at some point in this bull market, when the ETH ETF is listed and retail + institutions are FOMO'ing, ETH will be burning record amounts of supply, and record amounts of ETH will be locked for staking.
That is an epic supply/demand shock in the making...
— Raoul Pal (@RaoulGMI)
5:11 PM • Dec 4, 2023
Ordinals [ORDI, MUBI, TRAC]
L1s [SOL, ETH, TIA, AVAX]
NFTs [Pudgys, Lads]
memes [BONK, PEPE, DOGE]
AI [TAO, OLAS, FET]
Gaming [PRIME, ILV, AURY]
DePIN / RWA [RNDR, HNT, MKR]
Gambling [RLB, SCS, WINR]
DeFi [LDO, JTO, UNI, JUP, SNX]
L2s [ARB, OP, BLAST]
zk-stuffs [ZKSYNC, STARKNET]— Ansem 🐂🀄️ (@blknoiz06)
10:42 PM • Dec 6, 2023
Here's a guide on how to make it in crypto.
I'll be sharing my personal advice, starting from $1k and going all the way up to $10,000,000+
Believe it or not, it is entirely possible to start with nothing and make it.
Here's how 👇
— ardizor 🧙♂️ (@ardizor)
6:01 PM • Dec 5, 2023
Imagine being early to the next potential leader in decentralized social networks
30M in seed raise funding from @a16z, @coinbase ventures, @multicoincap, and more
How to position yourself within @farcaster_xyz with just $20-$30 and 30 minutes of your time
— Insightful ♦️ (@info_insightful)
3:00 PM • Dec 4, 2023
Important reminder as #Bitcoin starts to teleport your net worth higher: Attaching your happiness or self-worth to something that is completely outside of your control (like the BTC price) is always a recipe for a bad time.
Life has a way of matching every euphoric high to a… twitter.com/i/web/status/1…
— Stack Hodler (@stackhodler)
5:17 PM • Dec 4, 2023
I cannot trade for shit. At all. I don’t try. I’ll never claim to “call” the market unless it satire or tongue in cheek.
I had a VERY simple thesis (along will @elliotrades)
This is : if Bitcoin returns to a bull, crypto games would not only move last (making it easy to grab… twitter.com/i/web/status/1…
— Alex Becker 🍊🏆🥇 (@ZssBecker)
7:43 PM • Dec 4, 2023
JUST IN: Bloomberg says this is the start of a fresh crypto supercycle that will push #Bitcoin above $500,000.
— Watcher.Guru (@WatcherGuru)
6:52 PM • Dec 4, 2023
This thread shows just how insane investor sentiment on fintwit was in summer 2021.
The S&P is up ~6% since then.
How did each of these stocks perform?
AYX: -50%
BOMN: delisted
BYND: -94%
DM: -95%
WISH: -98%
FVRR: -88%
GLBE: -45%
JMIA: -85%
LMND: -78%
UPST: -75%
LTCH: -95%— Jack Raines (@Jack_Raines)
10:17 PM • Dec 4, 2023
