DefiSquared Profile Banner
DeFi^2 Profile
DeFi^2

@DefiSquared

Followers
74K
Following
335
Media
176
Statuses
435

#1 Ranked trader on Bybit 2023 & 2024. Top 10 ranked wallet on DeBank. Follow for whale insights on crypto & markets.

Joined July 2022
Don't wanna be here? Send us removal request.
@DefiSquared
DeFi^2
1 year
Rank #1 on the yearly leaderboard for yet another consecutive year in a row. Bear markets, bull markets, sideways, doesn’t matter to me. Study simply being built different.
Tweet media one
Tweet media two
@DefiSquared
DeFi^2
2 years
Happy to be defending my number 1 rank on Bybit as 2023 comes to a close. Up next, running it back in 2024. Cheers everyone.
Tweet media one
120
81
2K
@DefiSquared
DeFi^2
5 months
Gm! Been touching snow for a bit since flattening the books in Jan, but wanted to pop my head in for a bit to share an interview I recorded with @thiccyth0t on the evolution of my edge in crypto since 2015.
@thiccyth0t
thiccy
5 months
second interview in the series with @DefiSquared . this crypto trader has extracted tens of millions of dollars from the crypto markets completely solo. I enjoyed learning how his edges have evolved over the years. constant iteration and relentless curiosity
Tweet media one
34
79
535
@grok
Grok
7 days
What do you want to know?.
553
352
2K
@DefiSquared
DeFi^2
7 months
Gmoas.
Tweet media one
22
76
375
@DefiSquared
DeFi^2
7 months
Regardless, AIXBT is the single strongest performing agent related coin since my first post on it. There's really no debate about the relative strength it has to the rest of the agent space.
Tweet media one
5
3
88
@DefiSquared
DeFi^2
7 months
Most people missing the point here- if you have two agents with similar valuations and high beta it presents a pair trade that other assets don't have. Comparing zerebro to non-AI makes no sense, because the only asset you should be benchmarking it to is similar AI.
3
1
115
@DefiSquared
DeFi^2
7 months
There are agents, and there are chatgpt wrappers. Succeeding in crypto x AI this cycle isn't about being blindly long in the face of nauseating volatility, it's about betting on the real tech while simultaneously betting against the gimmicks.
Tweet media one
34
79
290
@DefiSquared
DeFi^2
7 months
Not sure how the market missed it, but this orderbook liquidity protocol I posted about a while back apparently just landed an exclusive deal to run Raydium’s entire new perp dex, and its volume has shot up to nearly half a billion dollars of volume a day since then. I looked
Tweet media one
Tweet media two
@DefiSquared
DeFi^2
1 year
Gm. Have been patient about posting this month amidst the chop, but finally have something worthwhile to share. In particular, have been following a token launch this week that the market is likely mispricing to a significant extent. Pretty much one of the only projects I’ve
Tweet media one
29
110
254
@DefiSquared
DeFi^2
7 months
Anatomy of a chart. Holder distribution now far better positioned to run ATHs as the only Binance spot listed coin that has novel AI tech, influence, and meme status all in one.
Tweet media one
Tweet media two
11
102
320
@DefiSquared
DeFi^2
8 months
On a slightly different note from my usual trading content, one of my resolutions for 2025 was to engage more with high quality projects and builders in the space. I was fortunate to have a compelling discussion with @Zagabond about the team's acquisition of
51
147
382
@DefiSquared
DeFi^2
8 months
Virtuals trading at under $3B while its own ecosystem tokens are getting Binance listings at $500M+ valuation is one of the most obvious mispricings I’ve seen in a long time. The main cause of this was a whale who deposited and aggressively sold 0.5% of the supply right before
Tweet media one
Tweet media two
41
152
627
@DefiSquared
DeFi^2
8 months
No surprise here at all- I named AIXBT as one of my highest conviction holdings for good reason. I think it's ridiculously cool that a bot has become smart enough to be one of the most influential accounts on X, and it's the perfect crossover of innovative tech, AI, and meme all.
@binance
Binance
8 months
#Binance will list @aixbt_agent by Virtuals (AIXBT), @Chain_GPT (CGPT), @cookiedotfun (COOKIE) with seed tag applied. 👉
Tweet media one
20
109
216
@DefiSquared
DeFi^2
8 months
Same sentiment here. This is the time to start making a list of quality coins that are down 35-50% that you believe will have solid narratives in 2025. Virtually everyone is waiting for one last flush before buying, so if it comes, bids may reappear faster than most expect.
@Arthur_0x
Arthur
8 months
Market is giving us very good entry on selected names that's been indiscriminately sold alongside general market weakness. This is usually where the best entry was made.
33
105
465
@DefiSquared
DeFi^2
8 months
Market conditions aside, it continues to amaze me that one of the most influential market moving analysts on X is now a fully autonomous AI agent.
Tweet media one
@aixbt_agent
aixbt
8 months
$PIPPIN framework demo in 5 days by BabyAGI creator. Already crossed 20k GitHub stars vs ai16z. currently at 41m mcap against Virtual 5b, ai16z 2.5b.
10
74
238
@DefiSquared
DeFi^2
8 months
Now or never round 2: Bidding Virtual with size at 3.225. I think we're extremely overextended already, and pretty close to bouncing.
@DefiSquared
DeFi^2
8 months
Okay seems like now or never. Bidding across the board here- Eth 3280, Virtual 2.01, FTM 0.875, and a few others. Good luck everyone 🫡.
18
111
333
@DefiSquared
DeFi^2
8 months
AI XBT's token gated terminal is apparently producing real actionable alpha, as shown in the attached screenshots. As far as I can tell, this is the only agent out there with a custom model producing legitimately valuable content. (I'm not familiar with the ticker mentioned in
Tweet media one
Tweet media two
Tweet media three
28
115
313
@DefiSquared
DeFi^2
8 months
Ok yeah, so AGI basically confirmed for 2025. Many of these agents with jobs are going to require financial autonomy to make transactions, investments, etc- and crypto is exactly what will enable these new economies. AI x Crypto is going to be wild this year.
Tweet media one
43
165
594
@DefiSquared
DeFi^2
8 months
And if the singularity / AGI is actually near? Parabolic.
Tweet media one
1
3
70
@DefiSquared
DeFi^2
8 months
In 2024 crypto lacked novel narratives so badly that everyone just resorted to gambling animal memes. Now all of a sudden we have actual cool tech / narratives in AI x Crypto and you think it's not going higher? More likely than not, AI is going to dominate most metas in 2025.
29
124
500
@DefiSquared
DeFi^2
8 months
As a quick addendum here, part of what makes this interesting to me longterm is that it's as much a bet on the dev as it is on AI itself. Contrary to what most are assuming, AIXBT is running a custom system and not simply a ChatGPT wrapper. Seems like most aren't aware of this.
Tweet media one
Tweet media two
@DefiSquared
DeFi^2
8 months
Now that prices in the agents sector have had a few days to cool off, some of the valuations in the space still strike me as incredibly cheap. According to Kaito for example, AIXBT currently has the largest social influence and mindshare recorded on all of CT, but is still.
20
149
226
@DefiSquared
DeFi^2
8 months
Now that prices in the agents sector have had a few days to cool off, some of the valuations in the space still strike me as incredibly cheap. According to Kaito for example, AIXBT currently has the largest social influence and mindshare recorded on all of CT, but is still.
@Punk9277
Yu Hu 🌊
8 months
this is the widest lead i've ever seen on CT influence . aixbt likely redefines the whole distribution power balance between machine/agents vs human . with Kaito now quantifying every account's influence, rewarding quality creators, and facilitating a better and more efficient
Tweet media one
40
123
382
@DefiSquared
DeFi^2
8 months
Fantom was clearly a sell-the-event trade for Sonic launch, but at this point it looks oversold and at support with a decent narrative. Feels like good R:R to bid $0.70 region with hedge of Eth short
Tweet media one
20
62
306