
Exponential, Distilled
@DistilledCrypto
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Distilled research on crypto, AI, and the exponential age.
Joined November 2021
Ansem's 2024 Watchlist - Distilled:. @monad_xyz: super scaling for EVM. @dymension: lightning fast app-chains. @ionet_official: AI GPUs on $SOL. @anoma: infrastructure for intents. @sovereign_labs: rollups for any chain. @OhBabyGames: Mario Kart-style games.@TheTreeverse:.
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When Will The Chop End?. Despite widespread pessimism and anger, $BTC is only 15% below its highs. Famous trader @BobLoukas offers hope:. "Darkest before dawn, mid-cycle re-accumulation, right-translated cycle". Here are his key insights distilled (0/16🧵)
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When Will Liquidity Flood The Market?. More money typically means higher crypto prices, thanks to liquidity. However, the market remains dry with the 2021 'rising tide' nowhere in sight. I've explored insights from macro expert @pakpakchicken for clues (0/20🧵)
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Messari 2024 Report - 25 New Projects:. @ModulusLabs: powerful AI on-chain. @aztecnetwork: privacy-first L2 on $ETH. @teleportxyz: decentralized ridesharing. @elusivprivacy: modular privacy stack. @gizatechxyz - deply ML models at scale. @HyperOracle - zkOracles for on-chain ML.
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List - 20 New & Unique Projects (2024):. I've read dozens of 2024 reports. Here are the most unique projects coming to market:. Artificial Intelligence (AI):.@UpshotHQ: PoA protocol for AiDeFi.@Nevermined_io: eCommerce for DeAI.@ParallelColony: in-game agents w/ wallets.
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$KUJI - Revenue Streams Diagram. Picture @TeamKujira as a sustainable, cost-efficient train on DeFi railways. Each component — from the engine to the brakes — functions in perfect sync. Community-owned, all revenue from its passengers (users) flows directly to stakers.
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Updated AI Watchlist - (25 w/o Tokens). Web3 AI is teeming with innovation, DYOR. AI Agents:.@Dainprotocol: AI agent economy on $SOL.@MorpheusAIs: smart agent tooling.@ShinkaiProtocol: agent operating system.@Polywrap_io: agent development platform.@Chainml_: B2B AI agent.
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$PRIME = AI Agents + Gaming + Solana. In a crowded market, $PRIME positions itself at the crossroads of AI and gaming. With @ParallelColony quietly developing an AI agent-powered survival game on $SOL. After reading the recent whitepaper, here's everything you need to know:. 1.
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Crypto x AI - Watchlist (25 Projects):. The diagram below provides a comprehensive overview of the Crypto x AI chain. Here are projects poised to disrupt:. 1. Comute.@gensynai: ML compute superclustering.@PrimeIntellect: commoditized intelligence .@TromeroAI: PoW-inspired ML
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1/ Global M2 money supply just reached an all-time high. Yet, $BTC's price remains subdued. Liquidity isn't flowing into crypto, as investors favor safe assets like gold. Is a shift coming? (h/t @BittelJulien) 🧵
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$AR - The Sleeping Giant Of AI. Contrary to common belief, $AR goes well beyond just storage. On Feb 13th, @ArweaveEco officially showcased the AO computer. Blending Web3 security with Web2 speed, AO is built to deploy AI models at scale. Here's everything you need to know:
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1/ $CROWN - Derbies Meet Crypto . Fusing a $400B horse realm with $1.1T crypto, $CROWN carves its niche. Backed by giants @coinbase & S&P 500's Churchill Downs (@KentuckyDerby). With a few early $AXS investors drawing parallels, the potential of $CROWN is palpable.
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Top Accounts I Follow For Crypto Alpha:. > Altcoin research, FA, macro analysis.> On-chain analysis, social arbitrage.> Narrative trading, CT culture, TA. 1. @pakpakchicken: applies TradFi acumen to crypto for powerful insights. 2. @hmalviya9: provides high-quality fundamental
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14 Key Lessons From @GCRClassic (pt. 2). GCR is one of the best traders in crypto history. > Shorted top of $DOGE & $LUNA.> Shorted top of 21' metaverse.> Bought the cycle bottom in Nov. 2022 . To trade like him, you must learn from him.
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"Crypto follows the path of max pain.". I learned this lesson from @pakpakchicken. Mastering it is like gaining a "6th sense". Here's how to profit & not be enslaved by it. (0/14🧵)
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The "Blow-Off Top" Phase:. We all crave it — the market phase where almost any crypto you pick turns a profit. Sounds like a fantasy? Maybe not— @RaoulGMI says the 'Banana Zone' is coming. Here's what you need to know (0/17🧵)
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Ansem’s Playbook For Late 2024:. While @Cobratate vs. @blknoiz06 beef has been entertaining, don’t let it distract you. Recently, @blknoiz06 has refocused on his bread and butter: chart setups. Here are his latest insights distilled (0/17🧵)
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Crypto x AI - Token Launch Info:. Token Confirmed:.@MorpheusAIs - February 8th.@ionet_official - Aiming for end of Q1.@AleoHQ - H1 2024 likely.@elna_live - H1 2024 likely.@dainprotocol - 2024, TBA?.@SpectralFi - 2024, TBA?.@ShinkaiProtocol - 2024, TBA?. Likely, But Unconfirmed:.
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15 Key Lessons From @GCRClassic:. GCR is one of the best crypto traders of all time. > Shorted top of $DOGE & $LUNA.> Shorted top of 21' metaverse.> Bought the cycle bottom in 22'. To trade like him, you must learn from him. Here are 15 key lessons to save & bookmark!. 1.
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Crypto Accounts - Distilled . Here are 10 accounts I distilled the most info from in 2023:. Narratives - @QuantMeta .Investing Theory - @0x_Kun .Trading/Charts - @Pentosh1 .Themes/Lists - @wacy_time1 .Cycle Analysis - @BobLoukas .Altcoin Gems - @Rancune_eth .TradFi / BTC -.
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Two months in, Distilled Deep Dives has delivered 17 reports to 1k+ subscribers. From AI to DePIN, we've covered leading & emerging projects shaping the market. Dive in below:. 1.@Ionet_official: the internet of GPUs .2.@Peaqnetwork: fastest growing DePIN L1.3.@Opentensor:
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$PEAQ Network Watchlist - 15 Projects:. I've spent 10s of hours researching $PEAQ. It's the world's fastest-growing DePIN, boasting: . - $25M in tokenized machine RWAs.- 400k+ machines & robots .- 25+ DePINs. With a TGE in May, here are 15 projects to 🔍. 1. @aizel_network:
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$TAO is the clear leader in the AI sector. However, there are two upcoming innovators that are poised to disrupt:. @Nimble_Network: a composable AI network bringing AI agents & compute to $SEI. @Gensynai: a ML protocol that aims to disintermediate cloud oligopolists like AWS.
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$BTC isn’t the new gold, GPUs are. The demand for AI compute is increasing by 10X every 6 months - @elonmusk. $AKT & @ionet_official allow you to save up to 70-90% vs. centralized options. If the GPU supply shock = the new gold rush; than DePINs = the best picks/shovels.
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Don't marry your altcoins this cycle. In the 2020-2021 bull, 11k tokens were listed, and about 70% have failed since. This mirrors the 2017-2018 cycle, where 70% of the 3k+ listed tokens also failed. Source: @coingecko
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7 Key Predictions From @GCRClassic:. This cycle has been full of surprises. > $BTC hit new ATHs, but no altseason yet.> ETH has been widely disrespected on CT.> Old coins pumping & FDV is not a meme?. For clarity amid the chaos, here are GCR's top predictions 🧵
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The Future Of Web3 Gaming: AI Agents. AI agents are the key to taking gaming to the next level. Recently, @Google launched SIMA: an AI agent that can play games with 600+ skills. Imagine a world in which agents are the players, builders or financial middleman. Let's dive in:
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$TAO is the largest AI project by MC, commanding over 20% of DeAI market share. In its wake, several promising DeAI projects are poised to disrupt:. 1. @gensynai - unifying the world’s ML compute into a global supercluster. 2. @togethercompute - open-source network for building.
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The AI Agent x Crypto Landscape:. 1. AI Agent Services:.🔹@autonolas is a tech stack that can be used to create co-owned ‘agentic’ services. 2. Crypto Gaming Agents:.🔹@ParallelTCG aims to create AI characters that can use Web3 wallets. 3. AgentFi - Agent As ‘NFTs’:.🔹.
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The 2024 Crypto Playbook:. @0x_Kun is one of the best first-principles thinkers on Crypto Twitter. As the market gathers pace, developing a robust crypto strategy is key. Here, I've curated Kun's top educational tips, organized by theme for easy navigation.
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1/ Spotlight - @TeamKujira . $KUJI fundamentals have been on fire. FIN trading volume & TVL growth have consistently outpaced price growth this year. Here's a brief overview of $KUJI's key metrics over the past six month:
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1/ Micro Cap Spotlight: @EmpyrealArb . I've accumulated $EMP over the past week. It's now a core position of my LT portfolio. Here's why I think it may be the most undervalued altcoin <$10m MC 🧵
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Crypto Innovation Watchlist [DYOR]:. Staying ahead often means researching early-stage projects before their TGE. Innovation proceeds, token/products follow. @HyperOracle: pioneer of optimistic ML.@dainprotocol: agent-to-agent network.@peaqnetwork: DePIN L1 + machine RWAs.
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