Karl @karl_0x Twitter profile

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Karl

@karl_0x

2 years

free alpha, enjoy fuck private chats/paywalls

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Karl

@karl_0x

2 years

December fresh alpha, enjoy

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Karl

@karl_0x

2 years

free monthly alpha, enjoy

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Karl

@karl_0x

2 years

here is everything you need to know about crypto unlocks in 2023

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Karl

@karl_0x

2 years

Tokens with the highest inflation in 2023

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Karl

@karl_0x

2 years

should I do this more frequently?

Karl

@karl_0x

2 years

free alpha, enjoy fuck private chats/paywalls

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Karl

@karl_0x

2 years

Here's an updated version The main idea behind this is to short a basket of these inflationary tokens against ETH or BTC, weighed by Market Cap and Inflation Rate, or to simply have reduced exposure to them I strongly believe this will be a huge winning trade throughout 2023

Karl

@karl_0x

2 years

Tokens with the highest inflation in 2023

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Karl

@karl_0x

2 years

i'm starting to see positive articles about $OP and $DYDX from insiders it's almost as if their bags were about to finally be unlocked and they needed exit liquidity

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Karl

@karl_0x

10 months

man trading on solana is so much better how did we fade it for years

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Karl

@karl_0x

2 years

1/ The Shangai Upgrade is coming, and with it there's an emerging LSD narrative (Liquid Staking Derivatives) here's the most important info regarding every ETH LSD:

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Karl

@karl_0x

2 years

Christmas alpha, enjoy

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Karl

@karl_0x

2 years

Least inflationary tokens in 2023 source: messari

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Karl

@karl_0x

2 years

with the upcoming NFT season triggered by the Blur Airdrop + Amazon marketplace, these are the tokens i'm currently watching $NFTB specifically seems undervalued if you consider it has a $3m market cap and also backed by Binance Labs, so a future listing is very possible imo

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Karl

@karl_0x

30 days

FTX distributing $16b in cash might be one of the largest liquidity injections we've seen for comparison, this is roughly half of all BTC ETF inflows this year

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Karl

@karl_0x

2 years

As it stands, FTX would need to generate more than its last 3 years revenue ($1.65bn vs $1.45bn) in the coming months *just to offset* @cz_binance 's long term selling pressure (24m tokens), in a bear market with considerable reduced users activity hard not to be bearish on $FTT

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Karl

@karl_0x

2 years

i would rather wait for BTC to break ATH before opening any longs, this is one of the biggest bull traps I've ever seen

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Karl

@karl_0x

2 years

it appears that the AI ocean protocol has a connection with xprize, a foundation that has elon musk as one of its backers it is interesting that earlier today he said “big year for AI” curious find

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Karl

@karl_0x

2 years

funny to see people fleeing from $USDC, a fully backed and monthly audited stablecoin, to $USDT, which has its reserves in an offshore bank that nobody knows anything about and refuses to provide any transparency when questioned about

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Karl

@karl_0x

2 years

here's how much $DYDX is inflating in the next months due to Investors and Team tokens being unlocked i wonder how many uninformed people will "invest" in it, just to become the yield later on

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Karl

@karl_0x

10 months

first time using solana and ngl it feels great to simply have things working instantly without all the back & forth with approvals, signatures and waiting for tx execution

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Karl

@karl_0x

2 years

Arbitrum has organically become the top L2 in TVL through 2022, beating Polygon and Optimism absolutely impressive

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Karl

@karl_0x

2 years

are you interested in weekly posts as well? should i keep doing it in this format ? any suggestions to improve?

Karl

@karl_0x

2 years

December fresh alpha, enjoy

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Karl

@karl_0x

7 months

$wif is very clearly the next $doge or $shib imo

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Karl

@karl_0x

6 months

key words are - scale in - survive what people actually do - go all in and get liquidated when btc sneezes 5% again

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Karl

@karl_0x

2 years

There's been a $1.3bln net outflow from Binance in the last 24 hours very unusual activity started by big trading firms such as wintermute and jump what do they know?

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Karl

@karl_0x

2 years

10 free crypto tools I use to find alpha it feels illegal to share this for free, 🧵:

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Karl

@karl_0x

2 years

one common argument for buying a token is it having a “good community” has anyone ever bought AAPL or MSFT stocks bc of their community?

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Karl

@karl_0x

2 years

1/ Here is an overview of the Real Treasury of the top protocols, without considering their native tokens this is the best proxy to evaluate a protocol's financial health and ability to withstand the bear market , a thread:

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Karl

@karl_0x

7 months

ConstitutionDAO raised $47m in a week that's a top signal not $WIF struggling to raise $300k in a day lessons in there.

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Karl

@karl_0x

2 years

Solana and Near are the biggest losers across all metrics (user activity, tvl and market cap) in the past months

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Karl

@karl_0x

1 year

looking at the deployment log, it appears that $crvUSD is initially backed by @fraxfinance 's staked $frxETH

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Karl

@karl_0x

3 months

totally surprised

Evan L.

@evanincrypto

3 months

I just got robbed about an hour ago, my knee is badly injured but I’m thankful that I’m fine otherwise. It’s my first time Brussels & Europe for ETH CC. It’s not a good representation of the whole country. I’m sharing this story to let everyone know that no matter where you

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Karl

@karl_0x

5 months

study non transferable tokens while investor and team allocation vests. study transferability enabled right before the cliff. study max value extraction

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Karl

@karl_0x

2 years

$LDO is running the same old $DOGE playbook : strong narrative w spot buyers + high short interest, leading to huge upwards liquidation-driven movement currently, it has by far the strongest catalyst of all coins and yet you're being paid 477% a year to long it

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Karl

@karl_0x

9 months

ETH Rotation Plays: King: ETH L2s: ARB / OP / BLUR / MATIC LSDs: LDO / RPL / FXS Restaking: RSTK / SD anything else?

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Karl

@karl_0x

2 years

The monthly alpha is here!

Thanefield Research

@ThanefieldRes

2 years

Monthly alpha

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Karl

@karl_0x

2 years

One week later, pretty impressive performance from the LSDs. For comparison, $ETH is up by just 5.7% in the same period Even with a billion dollar market cap, from a risk adjusted point of view $LDO is the clear winner here

Karl

@karl_0x

2 years

1/ The Shangai Upgrade is coming, and with it there's an emerging LSD narrative (Liquid Staking Derivatives) here's the most important info regarding every ETH LSD:

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Karl

@karl_0x

6 months

happiest day of my life sister approved in 4 ivy leagues we fucking did it

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Karl

@karl_0x

5 months

spot chads chilling on -80% gn

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Karl

@karl_0x

2 years

GMX is far from a DEX, but rather a casino

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Karl

@karl_0x

2 years

binance trading volume absolutely crushed

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Karl

@karl_0x

2 years

soon: "Justin Sun announces Zero-Knowledge scaling solution for the Tron network"

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Karl

@karl_0x

2 years

interesting that GCR withdrew $40m right before - SVB went bankrupt - USDC depegged curious timing

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Karl

@karl_0x

3 months

LayerZero series B round underperformed $BTC by 100% since April 23', while still being locked for years crypto venture getting increasingly harder

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Karl

@karl_0x

2 years

web3 gaming narrative is so forced by VCs literally no one would leave Steam for these point-and-click scams

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Karl

@karl_0x

2 years

weekly alpha

Thanefield Research

@ThanefieldRes

2 years

Weekly alpha

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Karl

@karl_0x

2 months

Tokens where investors are up the most on an UPnL basis: $TIA: $1.8B $WLD: $1.4B $ENA: $1.1B $ZRO: $0.9B $ONDO: $0.9B can share the rest if there's enough interest

Evanss6

@Evan_ss6

2 months

>”how much worse can it get?” Well, Celestia VCs are still up 500x, and that doesn’t count what they were able to monetize by selling staking rewards on “locked” tokens

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Karl

@karl_0x

2 years

with all this recent talk about token unlocks, I've done a quick research and there are 6 shortable tokens that will have a considerable cliff unlock in 2023 will share it soon

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Karl

@karl_0x

2 years

some chad out there really sold $65k worth of $ARB at $10.27 lmao

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Karl

@karl_0x

2 years

Currently, MakerDAO holds 82% of the $GUSD supply after their partnership with Gemini to receive 1.25% yield on it What if Gemini Earn assets, part of which are supposed to back $GUSD, were loaned out to Genesis and they lost it, hence the stablecoin isn't fully backed anymore?

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Karl

@karl_0x

2 years

next narratives hsaka/ct are pushing: fil conference in 5 days mina/matic/zk tokens ahead of zkseason (zksync mainnet launch on friday) national team tokens ahead of world cup gns btc->bch rotation (miners capitulation trade) here are some u can frontrun ur welcome ;D

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Karl

@karl_0x

2 years

CZ is one of the biggest chads of this industry easily handled $7b of withdrawals just fine i’m convinced Binance is fully solvent and completely changed my bias now pump it to $30k

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Karl

@karl_0x

2 years

The upcoming $ARBI airdrop will be responsible for a wealth effect unlike any seen before

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Karl

@karl_0x

29 days

hard to be bullish alts when upcoming emissions for the top 300 altcoins are much higher than the entire stablecoin supply to sustain current prices, it'd be required massive liquidity injection into them asset selection is more important than ever now, days of a rising tide

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Karl

@karl_0x

1 year

excluding MM and Foundation tokens, $SUI trades at a $265M market cap that's 31x and 7x lower than its main competitors $SOL and $APT

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Karl

@karl_0x

2 years

it's divided in two categories: 1) on the left by inflation rate, defined as dec23_circ_supply / jan23_circ_supply -1 2) on the right by cliff unlocks you can check it here:

Token Unlocks 23'

docs.google.com

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Karl

@karl_0x

2 years

buckle up

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Karl

@karl_0x

2 years

I am happy to share that I'm joining @ThanefieldCap as an analyst to help build their research & investment arm! Going forward, all of my narratives lists and much more alpha can be found at @apes_prologue I'm very excited for what we are building and hope you enjoy!

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Karl

@karl_0x

1 year

my friend made 6 figs with ordinals/brc-20 from scratch he joined crypto in Jan

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Karl

@karl_0x

2 years

With the upcoming Arbitrum season triggered by the $ARB airdrop, there's one interesting project that I'm closely looking: Y2K its TVL and annualized yield, 50% of which accrues back as real-yield, both exceed the market cap, which currently sits at just $1.9m looks interesting

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Karl

@karl_0x

2 years

fun fact: if @dYdX was a country, it would have the third highest inflation rate!

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Karl

@karl_0x

2 years

. @fraxfinance quietly took over stakewise's spot as the 3rd largest LSD after just one month of launch absolutely impressive

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Karl

@karl_0x

2 years

i won’t stop until I retire my parents next year

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Karl

@karl_0x

2 years

price brings TVL $ARB being priced at $1 based on comparative analysis with $OP and $MATIC fails to consider that crypto is an attention game and undermines the reflexive behavior that may happen crypto still isn’t at a point where fundamentals drive valuations

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Karl

@karl_0x

2 years

poker and chess should be taught in high school

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Karl

@karl_0x

2 years

people really betting their entire savings in $usdc for a 5-6% return with total loss risk when they could just chill in us treasuries or do nothing

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Karl

@karl_0x

2 years

there will be huge consequences for DeFi should $USDC go down some examples from the top of my head: - $GLP pool is 50% backed by USDC - $GNS is fully reliant on DAI, which is 40% backed by USDC - $FRAX, one of the largest decentralized stables, is ~78% backed by USDC

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Karl

@karl_0x

2 years

$MATIC PA is as if someone knew the zk-EVM mainnet launch would be announced at ETHDenver in 2 weeks 👀

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Karl

@karl_0x

2 years

Today, the token $TRU is up 112% after news broke that Binance is minting it. However, for those attentive enough, it is no surprise that it was bound to catch the public's eye at some point

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Karl

@karl_0x

6 months

Milady and Remilio stay winning with 12.7% of the $OMNI airdrop Airdropping to top NFT collections is one of the best go-to-market and user acquisition strategies, especially in a market largely driven by attention. The engagement on the announcement tweet speaks for itself

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Karl

@karl_0x

9 days

$TIA being rage shorted while having ATHs in spot buy pressure common squeeze setup

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Karl

@karl_0x

26 days

Verticals and projects I'm highly interested in and have been researching lately DePin: - @helium , @dawninternet , @GEODNET_ Chain-abstracted frontend applications: - @azura_xyz , @infinex_app , @HyperliquidX (to an extent), @BananaGunBot Off-chain compute / Proof systems: -

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Karl

@karl_0x

2 years

impressive that in just 17 days almost every LSD doubled in price

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Karl

@karl_0x

2 years

how would one speculate on AI? imo it's the real play of the decade, not crypto.

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Karl

@karl_0x

2 years

8 months ago, close to the local top, Dragonfly made a deal to acquire $24m worth of LDO at $2.4 with a one year vesting it takes a huge amount of conviction to do this, what if it just keeps trending higher and beats every other LSD in existence

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Karl

@karl_0x

2 years

In a space where fundamentals don't exist, the hot potato game of narratives is all that matters

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Karl

@karl_0x

1 year

1.5m USDT sent from the yearn treasury to $CRV founder, signed by @bantg > immediately swaps to MIM another OTC deal to repay MIM debt?

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Karl

@karl_0x

2 years

there's $555m across $BNB, $ETH and $stETH at risk of being liquidated if crypto prices drop another 15% buckle up

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Karl

@karl_0x

2 years

it's funny that AI is closer to replacing programmers and analysts than plumbers and electricians

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Karl

@karl_0x

2 years

80% of the reserves are held by BNYM, with the remaining 20% spread across 7 different banks, including SVB considering an equal distribution, $USDC would currently be 2.85% insolvent as Circle wouldn't be able to withdraw it the exact figure will be determined upon disclosure

Karl

@karl_0x

2 years

26% of $USDC reserves are in the form of cash in banks, including Silicon Valley SV bank is currently going down and facing withdrawal issues amidst a bank run

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Karl

@karl_0x

2 years

if bullish unlocks are the new paradigm, why is no one mentioning $ETH?

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Karl

@karl_0x

2 years

imo this is the best Tolkien book, an absolute masterpiece

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Karl

@karl_0x

1 month

worst trade of the cycle, i begin: eth/btc

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Karl

@karl_0x

8 months

$ETH looks great here. There is a strong confluence of catalysts within a short timeframe over the following months that should impact its supply/demand dynamics and be heavily positive for the entire Ethereum Ecosystem: Spot ETF - The ETH Spot ETF is expected for May. While

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Karl

@karl_0x

2 years

thoughts on FOMC tomorrow?

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Karl

@karl_0x

2 years

26% of $USDC reserves are in the form of cash in banks, including Silicon Valley SV bank is currently going down and facing withdrawal issues amidst a bank run

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Karl

@karl_0x

1 month

binance listing perps of 35m fdv coins now full risk on rn

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Karl

@karl_0x

9 months

these guys are still massively long until that changes there's no sell the news imagine if we get billions of inflows in the first days

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Karl

@karl_0x

2 years

i swear i see the same threads multiple times everyday lol

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Karl

@karl_0x

2 years

there are also $GMT, $MC and $APE with inflations of 130%, 66% and 63% respectively instead of just looking at the cliff unlock, it's useful to consider the yearly emissions as well source: messari/token unlocks

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Karl

@karl_0x

2 years

i asked this girl out, we had seen each other a couple times but surprisingly she ghosted me for 3 months and i just moved on now she just texted me saying she was busy and if i help her with her finals she’ll go out with me what a 🤡 lol

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Karl

@karl_0x

2 years

all my $CHZ PnL gone on a single tweet how's your saturday going?

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Karl

@karl_0x

1 year

$CRV is a time based liquidation fraxlend apy will just grow exponentially from here, increasing his debt over time unless he repays his debts, which is extremely unlikely given he doesn’t have assets remaining, or someone else bails him out, a liquidation is likely to occur

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