Rattibha

How to improve your crypto research 100x
How I research & the tools I use
📍In this thread
1 ) How to find projects
2 ) How & Tools to vet a project
3 ) ⭐Thinking framework with 🐑 example
4 ) Have a routine, its like gym (im fat tho)

Unrolled here for you
2lambroz.substack.com
Thank you for my sponsor @pendle_fi, Check out their latest moves on LSD!

2lambroz.substack.com

📍How to find projects
It about having a system making it easy for you and here's mine
🔹@thedailydegenhq Daily news’s “New protocol” sector always good

🔹@AresLabs_xyz by @afrectz new project pings with short bio and who’s following is always good but it includes lot NFTs as well can be too many pings a day

Follow the money
Checking out fundraising news. Someone is putting money where their mouth is, you should prob check it out
🔹@Crypto_Dealflow TG ping on crypto fundraising

🔹@chaingedge_io by @onchainwizard, easy simple tool for you to check smart money in/outflow. I hope he starts writing his substack again!

Calendars & TG pings
🔹@Crypto_Dealflow TG channel ping makes it easy for u
🔹@RugDocIO Calendar includes farm, token, NFT launch along with tons of DeFi education material, should definitely check it out
🔹@apeOclock tweet ping & Event Calendar is always good

📍Tools to vet a project
🔹@Defillama - so many tools there, unbelievable and its fucking free. Really want to thank you on behalf of the DeFi community

🔹@MessariCrypto project dashboard has most of the metrics u need to know + dao proposals which makes it very easy to check on updates & community activities. I'm only able to free ride a PRO account from a friend so limited access to features but this is something u should use!

🔹@nansen is always good for checking out method, but im poor since my friends stopped paying for it i lost access haha
🔹@duneanalytics is a community built crypto analytics. Always good to check out dashboards by people like @defi_mochi

🔹@tokenterminal Dashboard is one of my go-to tools you can easily compare different metrics with other protocol in the same sector

🔹@bubblemaps
🔹@DeBankDeFi
🔹@AppBreadcrumbs
🔹@arkhamintel
Heres an example how you can use these tools god tier thread by @TheDeFISaint

📍Thinking framework
All these are just tools, you need to develop your thesis and framework.
1 ) Set your thesis
2 ) Set the bet size for this thesis
3 ) What are the triggers & confirmation your thesis is right or wrong?

🐑Lambro thesis on ETH merge LSD investment thesis example
🔹First I started looking at the sector with @coingeck00

After looking the list of projects
🔹I always ask myself what is a leverage bet on your thesis?
You can typically find it from the sector's core product offering.
For LSD are typically the DeFi legos you can build

Core sector’s product offerings for LSD are governance and DeFi that can be built on top.
from this i started to expand can it be?
- Swaps? Concerned liquidity LP for LSD pairs?
- Yield aggregators?
- Yield protocols, LSD enable strategies?

🔹Setting bet size for my thesis.
-swap & yield aggregators mcap are big, i prob focus on farming opportunity with my idle eth
- Yield protocols?
small mcap
dropped quite a lot from ATH
Working product and ETH maybe their break out point.

Here are some of the tweets from my previous research these yield protocol, which worked out quite well
*I am now sponsored by pendle to share their updates tweets but i wasn't sponsored to write it initially. I will always clarify sponsors to my twitter frens
@pendle_fi

@Flashstake

What are the triggers & confirmation on my thesis?
WIthout going into too much detail, basically i keep an eye on each yield protocols’ LSD deposit &number of LSD defi integration.
Ur thesis or ideas might fail but developing a clear framework will improve u in the long run.

📍Have a routine
Write your routine out and force yourself to do it. I'm a great believer of habits and what it can enable you. If you haven’t read atomichabits from @jamesclear you should.

Here's my routine.
🔹Wake up at 6am read all emails from
@thedailydegenhq @degencamp @DAdvisoor @crypto_linn and more.
🔹Check my discord from projects i am monitoring

🔹Check TG daily pings & TG chat group topics from lobsterdao@10b57e6da0 @fungialpha @buji_dao by @raccoonHKG for ideas and making sure I'm alert to anything new.

🔹If i see anything cool i’d add to my notion for research list
Takes me about 1 hour to go through everything,
🔹then from my research list I will write something for lambro, which takes around 2 hours a day. ( most of the time is for the memes )

I'm not a good writer. All my research are in bullet points normally. Thank you for Frens from @fungialpha like @monosarin @DeFi_Taha giving me writing tips.
🔹Then go to go Mc donald to work.
🔹I write draft 2 thesis statement every weekend
🔹Repeat Repeat Repeat