đïž The Man Who Called the LUNA Collapse | Pod 175
Whatâs up everybody, itâs LG Doucet here.
DYOR. Do Your Own Research.
Honestly, none of us really do it. We might take a peak in the Discord, look at a few tweets, and check Icy tools - but that hardly qualifies as âresearchâ. Our college professors would be ashamed of us.
But thatâs just how it goes in NFTs. Sometimes, its not that we donât want to do the research, itâs that sometimes every second matters. In the bull market, we often had just a mere 30 seconds to go to a site, smash the mint button, or even worse; use Etherscan and mint from contract.
The bullâs done though. And now we are in consolidation mode. We have to pick our winners, and look for new big bets that are nothing more than sleeping giants.
The next apes. The next Uniswap. The next Top Shot.
It might be right there. It might be a membership pass. But we wonât know unless we do that research, or at the very least, approach with patience and intrigue.
Which is what todayâs guest left his job to doâŠ
đźTodayâs Pod: The Man Who Called the LUNA Collapse | Jack Niewold
Jack ainât your average degen.
He does his own research. In fact, he does that shit all day long.
Heâs one of the few who actually reads the litepaper, reads old interviews with the founders, and seriously considers the tech and proposition on every platform.
He predicted the LUNA collapse weeks ahead of it happening.
He predicts a ETH Merge civil war as the OGs for the chain.
He can teach you how to 100x on an altcoin, but only if youâre patient about it.
He shares his research for free on Twitter, and has earned 100k+ followers for it.
Heâs a great example of someone who just recently (like literally last August) quit his job to go full time in crypto, just on the promise that he could write/research his way through it.
And heâs someone who brought up one of my new favorite quotes, from the founder of Polychain (and Coinbaseâs first employee), Olaf Carlson-Wee, on the demographic of crypto traders.
â1% of people in the space are builders, 9% are users of the product, and that 9% relays the info to the other 90% of investors.â
Jack is that 9%.
And on todayâs pod, heâs gonna relay us that info about the space.
Notes from the pod:
How he âkeeps upâ with the space (01:00)
What a full time crypto researcher does all day (2:30)
Jack is one of the few people who reads documents in Crypto (5:00)
His leap to crypto (07:00)
Jack invited himself onto TFM (08:30)
His best twitter threads (10:00)
He called the LUNA collapse, but everyone hated him for it (13:00)
How to disclose his own positions (15:00)
The Merge civil war (18:00)
What else to expect during The Merge (21:30)
LGâs bear case for The Merge (24:00)
LG questions Ethereumâs narrative (27:00)
How to 100x on an altcoin (31:00)
Which blockchain will win them all (34:00)
What NFTs will be in the future (39:00)
The terrible NFTs he owns (41:00)
would you rather (43:00)
Content referenced in this pod
Navalâs famous thread that inspired Jack
His LUNA warning thread (13:00)
Response to LUNA blowback
The merge civil war (18:00)
How to 100x on an altcoin (31:00)
His claim to being the fastest person in crypto (44:00)
Not feature in the pod - his excellent Celcius thread
đICYMI: The King of NFT Twitter | ThreadGuy
I got a great compliment on this one.
âThis may have been the best TFM pod yetâ. Thatâs nice.
Although it may be unfair to the 200+ other pod guests who have come through, this one was definitely a banger.
ThreadGuy was likely the youngest person weâve had on the pod, and is definitely the one who tweets the most.
Listen to it again:
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âšHappening at The First Mint
Each week we publish a podcast about NFTs and the bigger questions of web3. Check out some of our recent faves!
đïžThe King of NFT Twitter | Thread Guy
đïžThe ETH Merge Explained | 0xQuit
đïžThe Fate of FLOW
đïžValue In The Bear Market | Tascha Labs
đïžWhat Makes an NFT Bull Run | Mack Flavelle
đïžCrypto Portfolio 101 | Scott Melker
đïž Will Sports NFTs Survive?
About The First Mint
The First Mint is a web3 media company. We make. We write. We talk. We listen.