Resources

Last updated: June 27th, 2023

I’ve curated all my recommendations into one place for you.

1. If you enjoyed this, please share it with others.

2. This will be updated over time to include more resources as I find them.

3. If you want the most up-to-date information, make sure you’re subscribed to my free newsletter.

My Twitter Threads

These are threads that I’ve written over the years. Keep in mind that some threads may have outdated information.

Reset

Search:

Title	Topic	Twitter URL	Date
Crypto Security 101	Fundamentals	See Threads	3/16/2022
Why Token Prices Crash	Fundamentals	See Threads	3/21/2022
How to Build a Crypto Portfolio	Fundamentals	See Threads	3/28/2022
How to do Your Own Research	Fundamentals	See Threads	7/30/2022
Learn Crypto More Efficiently	Fundamentals	See Threads	9/3/2022
Tokenomics 101	Fundamentals	See Threads	4/6/2022
20 Tips from Others to Survive the Bear Market	Fundamentals	See Threads	5/24/2022
22 Crypto Lessons Learned in 2022	Fundamentals	See Threads	12/22/2022
How to evaluate crypto protocols in 2023	Fundamentals	See Threads	2/11/2023
How to find the next 10x gems?	Fundamentals	See Threads	2/25/2023
21 must-know DeFiLlama features	Fundamentals	See Threads	3/16/2023
Building Your Own Crypto Mastermind	Mindset	See Threads	5/5/2022
Cognitive Biases in Crypto	Mindset	See Threads	2/7/2022
Decision Fatigue	Mindset	See Threads	2/12/2022
Trading Psychology 101	Mindset	See Threads	7/2/2022
Mental Health	Mindset	See Threads	8/7/2022
9 Common Traps	Mindset	See Threads	8/16/2022
Applying Poker Lessons to Crypto	Mindset	See Threads	2/18/2022
Building Investing Systems	Mindset	See Threads	3/14/2022
Yearly Crypto Reflection	Mindset	See Threads	12/29/2022
Take more action (and unlock your full potential)	Mindset	See Threads	1/17/2023
Near Protocol 101	Protocol Research	See Threads	4/21/2022
Aurora Ecosystem 101	Protocol Research	See Threads	4/28/2022
Lessons From Terra Luna Collapse	Protocol Research	See Threads	5/12/2022
Breaking Down the Types of Stablecoins	Protocol Research	See Threads	5/19/2022

Show per page

DeFi Skill Tree

Reset

Search:

Level	Skill	Title	Author	Link
1 (New to Crypto)	Bitcoin	Bitcoin: A Peer-to-Peer Electronic Cash System	Satoshi Nakamoto	View Link
1 (New to Crypto)	Bitcoin	Introduction to Bitcoin: What is Bitcoin and Why Does it Matter?	Andreas Antonopoulos	View Link
1 (New to Crypto)	Bitcoin	Why Bitcoin Matters	Marc Andreessen	View Link
1 (New to Crypto)	Bitcoin	Bitcoin, Inflation, and the Future of Money	Michael Saylor	View Link
1 (New to Crypto)	Bitcoin	Bitcoin for the open-minded skeptic	Paradigm	View Link
1 (New to Crypto)	Blockchain	What is Blockchain? Blockchain Technology Explained Simply	99Bitcoins	View Link
1 (New to Crypto)	Blockchain	GAS Explained	Finematics	View Link
1 (New to Crypto)	Blockchain	What is a Crypto Bridge	Whiteboard Crypto	View Link
1 (New to Crypto)	Blockchain	What is an NFT?	OpenSea Blog	View Link
1 (New to Crypto)	Blockchain	What is a Mining Pool?	Whiteboard Crypto	View Link
1 (New to Crypto)	Blockchain	The 51% Attack	Dakrad Feist	View Link
1 (New to Crypto)	Blockchain	What is the Metaverse?	Binance Academy	View Link
1 (New to Crypto)	Crypto Security	Crypto Security 101	TheDeFiEdge.com	View Link
1 (New to Crypto)	Economics	How the Economic Machine Works	Ray Dalio	View Link
1 (New to Crypto)	Economics	Raoul’s Macro Masterclass	Raoul Pal	View Link
1 (New to Crypto)	Ethereum	Learn about Ethereum	The Ethereum Foundation	View Link
1 (New to Crypto)	Ethereum	The Ethereum Merge	Finematics	View Link
1 (New to Crypto)	Ethereum	Ether: The Triple Point Asset	Bankless	View Link
1 (New to Crypto)	Ethereum	What is the EVM? (Ethereum Virtual Machine)	Whiteboard Crypto	View Link
2 (New to DeFi)	Blockchain	What is Proof of Stake?	Consensys Blog	View Link
2 (New to DeFi)	Blockchain	What is Proof of Work?	Whiteboard Crypto	View Link
2 (New to DeFi)	DeFi Concepts	What is Yield Farming?	Finematics	View Link
1 (New to Crypto)	Smart Contracts	Code is Law? Smart Contracts Explained	Finematics	View Link
1 (New to Crypto)	Use Cases	Web3 Use Cases: The Future	Notboring.co	View Link
1 (New to Crypto)	Use Cases	Web3 Use Cases: Today	Notboring.co	View Link

Show per page

Recommended DeFi Tools

Reset

Search:

Name	Description	Website
The Tie Research Hubspot	A center place for all research about DeFi from The Tie.	View Tools
Glassnode	Blockchain Data	View Tools
EtherScan	Blockchain Explorer for Ethereum	View Tools
Messari	Crypto Data	View Tools
Rekt HQ	Crypto Exploit/Hack News	View Tools
The Edge Job Board	Crypto Job Board	View Tools
DeFiLlama Round-Up	Crypto News	View Tools
CoinGecko	Cryptocurrency Prices and Charts	View Tools
DeFillama	DeFi Dashboard	View Tools
Dune Analytics	DeFi Dashboard	View Tools
Flipside Crypto	DeFi Dashboard	View Tools
Crypto Fees	DeFi Fees	View Tools
Zapper	DeFi Portfolio Tracker	View Tools
Debank	DeFi Portfolio Tracker	View Tools
Nansen Portfolio	DeFi Portfolio Tracker	View Tools
Trust Wallet	DeFi Wallet	View Tools
Metamask	DeFi Wallet	View Tools
Coinglass	Derivatives Data	View Tools
Artemis	Developer Activity	View Tools
Santiment	Market Feeling	View Tools
Fear & Greed Index	Market Feeling	View Tools
DeFiSafety	Protocol Safety	View Tools
Rug Doc	Protocol Safety	View Tools
Dexscreener	Real time price charts	View Tools
Revoke.cash	Revoke ETH Contracts	View Tools

Show per page

Recommended Books

Search:

Reset

The Most Important Thing

The keys to successful investment and the pitfalls that can destroy capital or ruin a …

View Book

More Money Than God

The inside story of hedge funds

View Book

The Price of Time: The Real Story of Interest

A deep understanding on interest rates & macro

View Book

When Money Dies

The economic disaster caused by the quantitative easing in Germany in 1923

View Book

AI 2041: Ten Visions for Our Future

How artificial intelligence will change the world

View Book

The Future is Faster Than You Think

How technology will change the way business and lives are conducted

View Book

Principles for Dealing with the Changing World Order

The confluence of economic scenarios that leads empires to fail

View Book

Billion Dollar Whale

The billion-dollar fraud by Jho Low

View Book

Bad Blood

The history of Elizabeth Holmes and Theranos

View Book

The Alchemy of Finance

The decision making process of one of the most profitable investors in the history

View Book

Smartcuts

How to accelerate your growth by working smarter

View Book

Blue Ocean Strategy

Direct competition is detrimental. Understand how to be a unique and uncontested business

View Book

Turning the Flywheel

The key to business success by slowly gaining momentum until a breakthrough

View Book

Traction

How to run a business based on the Entrepreneurial Operating System

View Book

Good to Great

Understanding what makes companies successful. It’s useful to apply these frameworks when evaluating founders & …

View Book

7 Powers: The Foundations of Business Strategy

Understanding “moats” in business

View Book

The Black Swan

Understanding the impact of unknown events

View Book

Antifragile

Understanding how some things benefit from bias

View Book

Thinking, Fast and Slow

Learn how to make better decisions by understanding our two thinking systems

View Book

The Art of Thinking Clearly

A guide to the most common cognitive biases

View Book

The Internet of Money

A series of talks about Bitcoin

View Book

Thinking in Bets

Better decision making when faced with uncertainty and imperfect information

View Book

The Psychology of Money

Lessons on money and wealth

View Book

Fooled by Randomness

Sometimes our success is due to luck and randomness, and it’s important not to confuse …

View Book

Decisive

Frameworks for making better decisions

View Book

Recommended Podcasts

Search:

Reset

a16z Team

The a16z Podcast

Techonology and Innovation

View Podcast

Cred and DonAlt

Roundup Crypto

Technical Analysis

View Podcast

Andrew Huberman

Huberman Labs

Health

View Podcast

Frax Team

Flywheel Podcast

Frax Ecosystem

View Podcast

Delphi Team

Delphi Podcast

Crypto News

View Podcast

Laura Shin

Unchained Podcast

Crypto Interviews

View Podcast

Dan Roberts, Stacy Elliot

DeCrypt

Crypto Interviews

View Podcast

Camila Russo

The DeFiant

Crypto Interviews

View Podcast

Jason Choi

BlockCrunch

Crypto Interviews

View Podcast

Frank Chaparro

The Scoop

Crypto Interviews

View Podcast

Jason Yanowitz, Santiago Santos

Empire

Crypto Interviews

View Podcast

Ryan Sean Adams, David Hoffman

Bankless

Crypto Interviews

View Podcast

Tascha

TaschaLabs

Crypto / Macroeconomics

View Podcast

Tim Ferris

Business Interview Podcast

View Podcast

Shaan Puri, Sam Parr

My First Million

12 years olds talking about business

View Podcast

Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg

ALL-IN

A bunch of rich guys shooting the shit

View Podcast

Recommended YouTube Channels

Reset

Search:

Name	Youtube Link
Aantonop	View YouTube Channel
Dynamo DeFi	View YouTube Channel
Bob Loukas	View YouTube Channel
Ceazor’s Snack Sandwich	View YouTube Channel
Coin Bureau	View YouTube Channel
Crypto Cred	View YouTube Channel
Drake on Digital	View YouTube Channel
Finematics	View YouTube Channel
Justin Bram	View YouTube Channel
Koroush	View YouTube Channel
Miles Deutscher	View YouTube Channel
Taiki Maeda	View YouTube Channel
The Daily Gwei	View YouTube Channel
The Defiant	View YouTube Channel
Thor Hartvigsen	View YouTube Channel
Whiteboard Crypto	View YouTube Channel

Show per page

Investing Principles

These are some of the investing principles that I’ve gathered over the years. Think of them as rules to follow to improve your odds of success.

Search:

Reset

Principle	Description
Always take profits	When your investment doubles, take 1/2 off the table. Put it into BTC, ETH, or stablecoins. Let the rest ride.
Create a Thinking Time	Set aside time every week to think hard about problems and new ideas, review your journal notes and use that time to brainstorm and adjust your investing systems.
Create systems	Systems help you to achieve a goal. Whenever you want to buy a token, pre-determine when you want to buy it? when to take profits? when to risk off?
Develop Tunnel Vision	Don’t focus on every sector in Crypto. It is impossible. Focus on one sector and be a master of it. For example, I only look at DeFi. I let my Kohais check other sectors, such as GameFi.
Diversify	You need to diversify in Crypto. There are far too many tail risks such as exploits, hacks, and rug pulls.
Diversify your Stablecoins	Each stablecoin has its own risks. Diversify them. For example, people that had all their stablecoins in $UST had its value wiped out.
Do your own research	Use educators and influencers as a way to find new projects. But never blindly trust their judgment because you don’t know their motivations.
Don’t fight the Fed	When USA prints money = good for Crypto. When USA tightens the interest rates, = bad for Crypto.
Don’t Ignore the FUD	It’s easy to become emotionally tied to your bags. If someone doesn’t like your project, don’t immediately dismiss it as FUD. It could be a valid criticism. For example, the “Lunatics” ignored all the criticism of LUNA and got wrecked as a community.
Don’t Revenge Trade	Losing money is painful. One common reaction is to be angry and try to make it back. Oftentimes you end up worse off.
Don’t trust influencers	It’s profitable to be an influencer and educator. Assume that they’re looking out for themselves. Always view what they say with skepticism. Are they recommend a certain exchange because they actually believe it’s the best, or because they earn the highest commission fees?
Don’t try to catch a falling knife	A token can go -90% an infinite amount of times. Always evaluate the tail risks involved.
Don’t try to Time the Market	Don’t try to time the bottom when buying. Keep it simple by buying every month.
Don’t use leverage.	Crypto is extremely volatile. Using it can amplify your losses. Play it safe.
Investment vs Trade	Investment = Long term. Trade = short term. Don’t confuse the two. Holding a high risk coin long term thinking it’s an investment could lead to you becoming a bag holder.
Let the gains come to you	When everyone’s talking about a project, it’s probably too late to invest in it. It’s easy to get caught up in “FOMO” and become exit liquidity. Find good projects and invest in them early.
Never invest what you can’t afford to lose	Don’t buy crypto with credit cards. Don’t cash out your retirement to invest in Crypto. Crypto is a speculative and volatile asset class.
Not your keys, not your coins	If you don’t own the keys to your coins, you’re facing centralization risks. Look at what happened to BlockFi, Celsius, and Voyager customers in the Summer of 2022.
Practice Proper Bankroll Management	The rules you put in place to make sure you don’t go broke. You wouldn’t want to put 100% of your portfolio into a Degen coin for example. Read More: https://twitter.com/thedefiedge/status/1508475727552811009
Pre-define your Risks	Before entering a trade, decide how much money you’re willing to lose before you cut your losses.
See Crypto as a Skillset	You improve through experience. If you lost money locked in FTX, don’t use CEX’s to store money again.
Test your thesis	Always use small amounts of money to understand how a protocol works, the practice will always beats the theory
The only “blue chips” are BTC and ETH for now	Everyone has a different definition of a blue-chip. Play it safe and only view BTC / ETH as a blue-chip. A token needs to go through several cycles.
Understand Market Cycles	Crypto tends to move in bear/bull cycles since its existence. Be careful of people that tell you otherwise such as the “Super cycle” or the Stock2Flow model.
Understand the Meta Game	What is the most profitable strategy right now? For example, real yield is on a hype today, and NFTs boomed in 2021. The most profitable strategy is figuring out the metagame and being early to it.

Show per page

1 2

Crypto Glossary

Crypto has a lot of slang and jargon. This can make it super confusing if you’re new. So we gathered up some common phrases and broke it down for ya.

Reset

Search:

Name	Description
AI	Stands for “Artificial Intelligence”
Alpha	Early and potentially valuable information that might generate a big upside in the future
Altcoin	Any other cryptocurrency built after the launch of bitcoin (BTC).
AMM	Stands for “Automated Market Maker”. They’re used in DEXes as a trustless automated service that …
Angel Investor	Stands for “Automated Market Maker”. They’re used in DEXes as a trustless automated service that …
Anon	Short for anonymous. A way to address random people in Crypto since most are anonymous.
API	Stands for “Application Programming Interface”
ATH / ATL	Stands for “All-Time High” and “All-Time Low”, respectively
Bag holder	A person who holds a stock all the way to $0 despite signs along the …
Beacon Chain	It is the POS layer network from Ethereum
Bear / Bera	Someone who has low confidence in the market
Blockchain Trilema	It refers to blockchains’ inherent challenge in designing a fully scalable, secure, and decentralized chain.
Blue Chip	An established, stable, and well recognized coin. In stocks, Google / Microsoft would be considered …
BUIDL	Derivative of HODL, refers to focus on developing the product more then anything else
Bull	Someone who has high confidence in the market
CDP	Stands for “Centralized Debt Position”. An agreement in which collateral is locked in a smart …
CeFi	Stands for “Centralized Finance”
CEX	Stands for “Centralized Exchange”.
Cold Wallet	A special type of hardware device that holds cryptocurrencies offline. There’s a huge variety. The …
Cope	Overcome and deal with problems
CZ	Changpeng Zhao. The founder of Binance and one of the wealthiest men in Crypto.
DAO	Stands for “Decentralized Autonomous Organizations”. They’re like internet communities that self-organize around a specific niche.
DAPP	Stands for “Decentralized Application”. This term is used for all applications built in a blockchain, …
DCA	Stands for “Dollar Cost Averaging”
DeFi	Stands for “Decentralized Finance”

Show per page

1 2 3 4

Learn How to Analyze Crypto Projects Independently

If you don’t learn to analyze projects independently, You’re other people’s exit liquidity.

Analysis Apprentice is a free, 7-day course designed to help you evaluate any project.