ROLLUP: Elon Musk Twitter | UK Royal NFT | Bitcoin Miami | DAI vs UST Stablecoin Wars

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📺 ROLLUP: FIRST WEEK OF APRIL, 2022

April 8th, 2022

MARKET

• BTC Price

• ETH/BTC Ratio

• $BED

• TA Candy

• Gas Markets

• Fed Balance Sheet

• Rotating into ETH

RELEASES

• Arbitrum Nitro

• Instadapp Lite

• Layer Zero Labs

  • Omnichain NFTs

• icETH

• Tracer Trading Competition

RAISES

• LFG Buys BTC & AVAX

• Wormhole Crazy Valuation

• Fractal Seed Round

• Chorus Ventures

• Boba Network

• Lightning Labs

• Coin Metrics

• Binance US

• Near Protocol

ETH

• Axie Bailout

• Bakkt

NFTS

• Tesla MakerDAO

• 4pool

• Pudgy Penguins

• Mutant Ninja Turtles

• LooksRare Chat

• VaynerSports

BITCOIN

• Microstrategy Buys BTC

• Miami BTC Bull

REGULATION / TRADEFI / MISC

• Bullish UK

• Elon Twitter

• Virgil Griffith

TAKES

• Leading Bull Markets

  Nick Tomaino @NTmoney

  Since genesis in 2015 Ethereum has led every bull market:

  2017 – ICOs
  2020 – DeFi
  2021 – NFTs
  2022 – Merge

  April 3rd 2022

  95 Retweets709 Likes

  Decade Wealth

  RYAN SΞAN ADAMS – rsa.eth 🦇🔊 @RyanSAdams

  If you get into crypto to make life changing wealth overnight you’ll probably fail.

  But if you get into crypto to make life changing wealth over a decade you’ll probably succeed.

  April 5th 2022

  52 Retweets473 Likes

  Bitcoin Brainwashing

  Hasu⚡️🤖 @hasufl

  It means Bitcoin is fucked long-term, but OK, keep brain-washing people with ridiculous positive spins
  💄🐷

  Alex Thorn @intangiblecoins

  #bitcoin fees are at all-time lows. the craziest thing? fall 2021 was the first bull run not accompanied by a major spike in fees.

  how is that possible? what does it mean? here’s a thread explaining the most confounding (and awesome) chart in bitcoin. (remember june 2021) https://t.co/gnWssTckX2

  April 5th 2022

  147 Retweets1,352 Likes

  Narratives

  Vance Spencer @pythianism

  2021 narrative = Alt-L1s have solved blockchain scaling, ETH 2.0 is too little, too late

  2022 narrative = Alt-L1s haven’t been able to scale, most/all have structural issues, ETH 2.0 + rollups are the most viable to scale blockchains in the near term

  funny how things change

  April 4th 2022

  121 Retweets1,059 Likes

  Mobile vs Desktop

  david phelps (🐮,🐮)(🃏,🃏) @divine_economy

  incredible to realize that web3 kinda *has* to be desktop-only to avoid extractive fees from app stores.

  we might look back and realize the success of mobile apps killed mobile apps because nobody can afford their taxes.

  apple is a state; web3 is an anti-state.

  April 6th 2022

  18 Retweets253 Likes

  Developer Value

  Lenny Rachitsky | lennysan.eth @lennysan

  “There are roughly 27m software developers in the world. Only about 18k of them, or 0.07%, work on crypto or web3 every month.

  Those 18,000 active engineers have created $2 trillion in market cap across the top 100 projects – $112m of value per person.” —@ttunguz

  April 4th 2022

  148 Retweets809 Likes

MEME OF THE WEEK

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Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

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