Adam Cochran (adamscochran.eth), Discover and Read the Best of Twitter Threads by @adamscochran

Adam Cochran (adamscochran.eth)

adamscochran

1/25One thing that isn't well captured in this CPI is wage inflation. People use that as an excuse to avoid rate hikes, with the view that an average rising wage

145/206Multichain Dapps are fine.But appchain dapps are where interoperability needs to go for a capital efficient future.And there is probably no team I have more faith in executing on that

1/206As promised, here's my 2022 outperform shopping list and my 2022 thesis.Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each

1/14A quick reminder to new investors in the space.Blockchain's are a wonderful new invention that remove *required* counter-party trust and create *public* account ability in a *digital* space.That is what

1/24Why I'm holding $ETH. A primer on investing strategy.AKA - Why Warren Buffet is still probably a better investor than you despite his stance on crypto, and what you can

1/23One of the newer small caps I've been wanting to cover recently is $PENDLE (@pendle_fi).I think they are one of the only new projects I've seen that I think creates

1/9Feels like even though @RaydiumProtocol is back something is off? Seems $STEP orders are either only hitting the CLOB and not using the large pools in the AMM or the

1/17The first small cap research project of the week is Pandaswap ($PNDA) by $Bao which is creating a new concept of 'franchises' by bringing related products to other chains, in

1/14A lot of trade influencers on Twitter suddenly seem to be calling for $38k-$43k.Meanwhile most large traders have the same target that you see on the books. $45k-$47k has strong

1/7This is what you want to see in an ecosystem.Startups are pareto efficient.In other words you can decide to be the best at "X", good at "A, B, C" and

1/33Let's talk about $SOL, where it's going and why I'm bullish on how $SOL and $ETH actually work together to provide each other value that help grow their share.I think

1/25The story of insurance is one of the most overlooked and underrated signs in this space of a huge potential breakout.But it's a bull signal that seems underwhelming if you've