A.M. Research Call Notes - Friday 11/06/20

A.M. Research Call Notes - Friday 11/06/20


WEEK's THEMES

  • Crypto Market Cap $400B -> $450B
  • U.S. Presidential Election was good for Crypto. Remember this for 4 years from now
  • ETH2.0 (Phase 0) was released 
  • End of DeFi Summer. Foundation for DeFi growth has been built. 
  • Ocean Marketplace is live. Stake OCEAN, earn OCEAN

TODAY's TOPICS

1) The BTC charter Willy Woo gives his tick-of-approval for this week's BTC bullrun.

2) We talked Web3.0 Media & Web3.0 E-Commerce, as that's a topic I've been pondering for some time.

  • At the end of the day, I want to hide my website/product/service behind a Metamask wallet.
    • You-no-hold-coin, no access.
    • You-no-pay-me-certain-coin, no access. 

Two Examples: 

Web3.0 Media

Web3.0 E-Commerce

  • @Bankless is selling a t-shirt using a token

3) Per Cryptoslate, a Swiss Bank is now staking Tezos for it's clients

4) Bancor now has single-sided AMM staking on 40+ pools, so you do not have to part ways with your ETH. Thank god. 

5) Listen to the @ChocolateMastr, then listen to me. 

Step 1: Don't sell your Alts until at least BTC hits a new ATH. 

Step 2: Watch BTC hit new ATH, don't sell

Step 3: HODL until Sept 2021 - January 2022 and DCA sell your Altcoins. 

#IAMTHECAPTAINNOW

6) Word of the Day: Mempool. Hat-tip to @Coingecko

7) UMA has created Developer Mining, and is giving a massive $300K per week! to developers. In total they will give up to $250M, or 35% of the token supply, to inspire developers to built using UMA. 

8) Nice list of Alts by @DreadBong0

9) Solid Twitter Thread on AVAX

10) Use Coingecko's Large Movers page to see biggest winners and losers of the last 24 hours

11) The Community wants to start a DAO!

  • If you've made it here, and are reading this, you are a legend! and we are starting a DAO, so come and join us. We will learn together, and then pool our funds and either invest or build a dapp. Discussion in Discord:https://discord.gg/dEbktgxZbH

ORGANIZATIONS DISCUSSED

You don't need to be a VC to have a morning crypto call.

Join us on YouTube weekday morning between 830ish-930ish (PST - US) for our crypto Morning Research Call. 

Crypto Cartography YouTube channel: https://www.youtube.com/channel/UCe-HvJnTz6qUkxrYvJXofFA

Get a research community and join our Discord: https://discord.gg/dEbktgxZbH

 

Please note: The material presented in all articles is for educational purposes only and is not intended to be investment advice. Do not invest in the organizations I provide analysis about. This is not investment advice. Crypto Cartography, including its principal, is not a financial advisor. Please seek professional investment & tax advice before investing.

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Crypto Cartography
Crypto Cartography

Crypto Research & Valuations. Fundamental Valuations of crypto organizations focused on live dapps and product demos.


A.M. Research Calls
A.M. Research Calls

Join us weekday mornings on YouTube as we discuss daily crypto news, major coin/token price changes and extract the current themes from the world of cryptocurrency investing. These are participatory calls so come with alpha. Notes from each call will posted here with commentary. You don't need to be part of a VC firm to have access to a daily research call. https://www.youtube.com/channel/UCe-HvJnTz6qUkxrYvJXofFA

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