How to Be a Successful Crypto Investor in 14 Steps. I wrote a book to guide you through all investment aspects. Check why it stands out from other publications: https://t.co/4ey1AKD0p9 Here is the summary. /THREAD

Are memecoins truly a springboard for gains this bull run? • What memecoin trackers don't reveal • Key factors driving cult coins • The current stage of the memecoin cycle • The onboarding risk of the meme thesis In-depth research ↓

Wrote this up for my friends trying to make it how to actually succeed in crypto: 1. Have fun and help people 2. lose money learning (required) 3. build skills + network (painful but necessary) 4. position for asymmetric upside 5. capture value in bull markets (dont be a hero)

A REMINDER THAT: • 60% of all memecoin traders lost money trading memecoins. • 4.7% made no money. • 24% made less than $100. • 11.2% made more than $100. • 3% made more than $1,000. • 0.5% made more than $10,000. • People who have made more than $10K can barely

there is a new meta brewing up which would probably help new alts to find new life + cult community support. Upcoming alt project hear me out: all you need to launch a mascot AI agent before you launch your own token on which you raised funds. Launch your mascot AI agent token

Does the new meta begin? (3,3) + AI agents?

Those professional players are changing their investment thesis. Now, they can ape into memecoins... ...and the new major market shift begins. Will you also follow? /2

Memecoin Investing Why are a lot of people changing their investment thesis now? Previously, memecoins were for retail, not for "professional" investors. Investment is not a contest about who is right but who is profitable. /1

VC Backed Coins. Focus on Coins with Zero Investor Unlock for Next 6 Months. Focus on Coins where the Unrealized Profits by VCs are below the benchmark ~ 10X Some Alpha: @AvailProject @LayerZero_Core @eigenlayer @zksync

Update on Year-to-Date Performance of various crypto categories. This is a Memecoin Cycle. Memecoin dominance will increase in 2025. credit to @ceterispar1bus for the original table

Research tools I like cost $2,724 USD per month • @nansen: Pro $1K (Pioneer $99) • @_kaitoai: $833 • @Delphi_Digital: $499 • @tokenterminal: $325 • @MessariCrypto: Pro $39 • @glassnode: $29 (Pro $833) pls halp But there are free ones to check out: • @Dune: Dashboards

These are my TOP AIRDROP TARGETS for the rest of 2024. No ref links, no fluff. Lets get to it... 1. Bitcoin ecosystem: Why? Massive open ocean, huge TVL that could be unlocked, & less diluted because higher learning curve and barrier to entry. The Bitcoin ecosystem right now is

To appchain or not to appchain

In the end, someone has to pay for your gains Protocol launches at very low fdv? - Founders are giving up the profits to the “community” Generous airdrop program? - god bless exit liquidity providers Points program running for 1y+? - gg, you’ve been farmed Launching new token

A DeFi resurgence is coming. Here are 5 meta's you should be following closely. 1. "Just use @aave" With rates set to fall, investors will look to once again access the onchain base interest rate of the economy. Aave is DeFi's liquidity sink with the best risk-adjusted

In good times, investors obsess over the positive, ignore the negative and interpret the situation favourably. Then, when sentiment changes, they do the opposite, with dramatic results.

𝕏 offers quick data insights but can be overwhelming. This year, my top move as a researcher was turning my email inbox into a goldmine of high-quality data. 20 awesome newsletters to follow if you're in Web3 ↓

One of the biggest criticisms of chain abstraction is the intangibility of the idea. "Wen?" "Are there any live products I can use?" "Lots of promises of solving UX, but nothing's changed" Here's a list of project demos that you can see for yourself right now 🧵

Market sentiment is biased toward pessimism. If prices drop, everyone has their own explanation of why. If prices rise, it is just the bull market. Spotting any market asymmetry is a key to outperforming.

Many say the airdrop narrative is dead. I don't agree. The rules of the game are changing though and to make money you have to be smart. Just some of the big ones I have on my radar for the next months: ✦ @hyperlane ✦ @initiaFDN ✦ @AstriaOrg ✦ @movementlabsxyz ✦

The Chain Abstraction Market Map: A map of 80+ projects unifying the modular ecosystem.