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Exponential, Distilled

@DistilledCrypto

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Distilled research on crypto, AI, and the exponential age.

Joined November 2021
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@DistilledCrypto
Exponential, Distilled
1 year
The Bull Run - Exit Strategies. It's Q4 2024, $BTC is at $80k. Altcoin season has finally arrived. You're tempted to rely on your gut to time the peak. But is there a better approach?. "Failing to prepare is preparing to fail" 🧵
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@DistilledCrypto
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1 year
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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@DistilledCrypto
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1 year
1. How To Follow The Liquidity In Crypto:. Liquidity is all about how much cash is available in the economy. It's like the amount of water in the ocean. When there's a lot of water, all the boats (or in this case, cryptos) can float higher easily. 2. Measuring Liquidity:.We
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@DistilledCrypto
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2 years
1/ The 100x Portfolio . Since 2021, I've spent 500+ hours researching crypto. It's been a rough ride of blood, sweat and tears. After careful consideration, I've chosen five altcoins with the collective potential to 100x my portfolio.
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@DistilledCrypto
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2 years
1/ $KUJI - Deep Dive. $KUJI has exploded over the past 30 days. However, has performance been attributed to hype or strong fundamentals?. Here's a deep dive into the performance metrics of the $KUJI ecosystem.
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@DistilledCrypto
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2 years
1/ Crypto Watchlist - 2024 . As the bull market solidifies, diverse sectors are gaining momentum. Early leaders are surfacing, poised to direct the bull market's trajectory. Here is a snapshot of key projects in emerging niches.
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@DistilledCrypto
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1 year
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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@DistilledCrypto
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2 years
Altcoins With HUGE Narratives: . $TAO - the Microsoft/Google Killer. $KUJI - early to a better ‘LUNA’. $OLAS - GPT-4 powered AI agents . $EMP - the lego set for secure dApps. $RLB - the $BNB cash cow of on-chain . $HERA - AI-powered Layer0 protocol. $LMR - the ‘Lido’ of $BTC /.
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@DistilledCrypto
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2 years
1/ Mega Thread - AI x Crypto . AI-related projects have been on fire. But what are the use cases, and are they gaining meaningful adoption?. This thread will distill the utility of some of the largest projects in this sector.
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@DistilledCrypto
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2 years
1/ $KUJI: The Silent Tsunami Among L1s. With 800%+ TVL growth since 2023, $KUJI is outpacing every major L1/L2. It carries $LUNA's torch, but has the fundamentals to soar much higher. Here are several metrics that suggest that $KUJI could be extremely undervalued.
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@DistilledCrypto
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1 year
Is "Altcoin Season" A Myth?. For the last two years, I've lived and breathed the altcoin market. Yet, one mystery remains:. The much-anticipated 'altcoin season' of 2021 is nowhere to be seen. Here, I'll clarify why and offer tips to optimize your altcoin strategy. Let's start
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@DistilledCrypto
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2 years
1/ $TAO is the biggest bet of the century. 1000x or 0, no in between. Ever wondered about the fusion of $BTC and AI? This isn't science-fiction, it's $TAO. However, it's unclear whether this is vision realistic or just AI hype. This thread is my thorough & unbiased take.
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@DistilledCrypto
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1 year
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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@DistilledCrypto
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1 year
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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@DistilledCrypto
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1 year
Where Are The Retail Investors?. $BTC is at $50k, yet retail doesn't care. Normies, exit liquidity, [insert] = ghost town. Why? Here are a few potential reasons:. - Many were severely hurt by FTX/Luna .- New ATHs are needed to spur attention.- Liquidity injections haven't
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@DistilledCrypto
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1 year
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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@DistilledCrypto
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2 years
$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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@DistilledCrypto
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1 year
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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@DistilledCrypto
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2 years
1/ $ORAI - The Ultimate AI Pick/Shovel Play. $ORAI is the leading oracle for AI-validated data. It's the key to providing trustworthy AI services for clients across any industry/chain. With broad use cases & deep partnerships, $ORAI could be a future blue chip in the making.
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@DistilledCrypto
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2 years
1/ 0x0: The Hidden Ace Of DeFi Privacy. Amid rising privacy concerns, 0x0 carves a niche within the DeFi scene. It offers AI-driven privacy tools that blend transaction confidentiality with passive income. This thread is my thorough & unbiased take on the potential of $0x0.
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@DistilledCrypto
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11 months
Bull Run - Exit Strategies (pt. 2) . As altcoins surge, it's easy to get greedy and hope for another 2x pump. But more often than not, you'll time it wrong. If you're tired of round-tripping your gains, this is a thread you can't miss (🧵👇 )
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@DistilledCrypto
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1 year
$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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@DistilledCrypto
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1 year
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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@DistilledCrypto
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1 year
Bull Market Peak - 2024 or Beyond 2025?. This cycle is truly different. The market is less volatile, and everyone is ready for 'altcoin valhalla.'. As $BTC nears $70k, you're likely wondering:. Will the market peak in 2024, or will prices keep climbing into 2025? 🧵
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@DistilledCrypto
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9 months
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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@DistilledCrypto
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1 year
The X algorithm can be your best friend if you use it right. Here’s how I’ve fine tuned mine to spoon-feed me alpha:. 1. Mute non-crypto words e.g NBA, elections .2. Mute all hopium “1000x”, “gems” etc. 3. Mute over-shilled tickers in weak sectors.4. If you bookmark something,.
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@DistilledCrypto
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2 years
Altcoin Musical Chairs - Watchlist. L1s: $INJ, $KUJI.AI: $OLAS, $HERA.PoW: $TAO, $LMR.Meme: $PEPE, $SPX.Perps: $GMX, $HMX.RWAs: $RVST, $CBY.ZKs: $MINA, $METIS.Cloud: $RNDR, $AKT .Layer0: $RUNE, $RVF.Arb: $RDNT, $PREMIA.Privacy: $ATOR, $EMP.NFTs: $LOOKS, $JPEG.LSDFi: $PENDLE,.
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@DistilledCrypto
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2 years
1/ $ATOR: the kryptonite of online tyranny. As internet surveillance grows, Tor offers a modest shield. Its limitation? Scale and speed. $ATOR, more than a token, turbocharges Tor. With on-chain incentives and novel tech, it pioneers a privacy-first internet.
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@DistilledCrypto
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9 months
1/ If you haven’t heard of $TAO by now, you’ve been living under a rock. It dominated the AI narrative last year, cooled off, and now it's heating up again. Is this a fleeting moment, or is $TAO evolving into something bigger?. Here’s what you need to know (🧵👇 )
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@DistilledCrypto
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2 years
The Bull Run - Take Profit Strategies. It's 2024, $BTC is at $60k, altcoins are soaring. Every week is a sea of green, the greed is palpable. You're tempted to rely on your gut to time the peak. But is there a better approach?. Top profit strategies, neatly distilled.
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@DistilledCrypto
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2 years
$KUJI is the most undervalued mid-cap. Since the macro bottom at $16k $BTC:. - $KUJI has been the fastest growing L1.- TVL growth has outpaced price by 44x.- Reached 98%+ circ. supply, 50%+ staked
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@DistilledCrypto
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1 year
$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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@DistilledCrypto
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1 year
How To Follow The Liquidity - 2024/2025:. Liquidity is the lifeblood of the economy, much like the water in the ocean. When liquidity surges, just like the tide, altcoins can rise effortlessly. Here's how you can surf the next tsunami 🧵
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@DistilledCrypto
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1 year
$ETH - The Most Hated Rally Yet?. It's Q4 2024, $ETH is at $5k. The most hated rally has arrived. Unlikely? A recent 15-page report by Coinbase could suggest otherwise. "The four most dangerous words in investing are: 'this time it's different.'" 🧵
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@DistilledCrypto
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11 months
Coinbase just dropped their "Crypto Outlook" for Q3 2024. Packed with alpha, I've read all 60 pages so you don't have to. Here are the top 10 takeaways you need to know (🧵👇 )
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@DistilledCrypto
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2 years
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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@DistilledCrypto
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1 year
VC & Crypto Research Insights- 2024. Decentralized AI:.- Narrative likely won't lose steam (Suisse).- d(ML, storage, model training) - (Suise).- Blockchains will temper CeAi (a16z).- Agents = main blockchain users (Nansen).- Zero Knowledge ML - ZKML (Spartan).- DAOs as AI-driven.
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@DistilledCrypto
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2 years
1/ $KUJI: The Silent Tsunami in DeFi . With 1600% TVL growth over the past year, $KUJI is outpacing EVERY major L1/L2. A tsunami is rising before our eyes, poised to unleash tidal waves across DeFI. Here's why the recent $KUJI rally may only be a baby step towards fair value👇.
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@DistilledCrypto
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2 years
1/ $OLAS - Project Overview. Picture $OLAS as the ultimate lego set, designed for crafting co-owned AI services. Each element, from blockchains to AI models, serves as Lego pieces in the $OLAS framework. Dive into this succinct overview below:
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@DistilledCrypto
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2 years
1/ $OTK - The Axie Infinity Of Solana. Several days ago, I scanned the trenches of Solana and came across $OTK. It's a account abstracted mobile P2E, with 3M registered users yet a MC < $3M. With ties to @Logitech & @Lenovo, and 150k+ (4.7/5) reviews, its upside could be vast.
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@DistilledCrypto
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1 year
Crypto - Was June A Bear Trap?. After a boring June, July has started strong. However, we aren't out of the woods yet. “The big money is not in the buying & selling, but in the waiting” - C. Munger. Here are 5 reasons why max pain is likely for the bears, not the bulls (🠽𡰠)
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@DistilledCrypto
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1 year
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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@DistilledCrypto
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1 year
How To Leave The Bull Run With Profits:. $BTC edges toward $100k, while greed swamps the market. Once more, you hold off on cashing out, speculating the peak hasn't fully surged. You tell yourself that you can sell the top, but can you?. Here are 5 alternatives to consider:. 1.
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@DistilledCrypto
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1 year
Most people think $RNDR is just rendering. This couldn't be further from the truth. Under the hood, $RNDR is building a monstrous line up of AI/compute clients. Here's a updated look as of Jan 2024:
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@DistilledCrypto
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1 year
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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@DistilledCrypto
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1 year
"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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@DistilledCrypto
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2 years
1/ $HILO is the dark horse of GambleFi. As the future shifts on-chain, $HILO takes a new angle overlooked by leaders like $RLB. It allows users to long/short assets, trends, or events w/o liquidation risks. With many catalysts on the horizon, $HILO growth could be explosive.
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@DistilledCrypto
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1 year
How to Sell the Top (without getting lucky):.
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@DistilledCrypto
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1 year
BlackRock & Tokenization - Key Sectors:. 1. Oracles: tokenized assets need access to accurate, real-time financial data. 2. RWAs: a diverse range of assets (stocks, bonds, real estate etc.) will be tokenized. 3. DeFi: tokenized assets will need places for lending, borrowing,.
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@DistilledCrypto
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1 year
Web3 AI Ecosystem Map:. A concise glimpse into the future of AI. Infrastructure ➡️ Middleware ➡️ Applications.
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@DistilledCrypto
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2 years
Top 10 Harsh Crypto Truths:. 1. Unrealized size, is not size. 2. Selling is way harder than buying. 3. HODL leader > rotating beta (over LT). 4. Attention + narrative > fundamentals. 5. Sell/buyback is poor RR, winners escape. 6. The bull run is simply a race to take profit. 7.
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@DistilledCrypto
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1 year
Bull Market Play Book - 10 Lessons:. 1. Study the liquidity; all else is noise. 2. Altcoin PA = stair case up, elevator down. 3. Bull trifecta: cult + shiny + growth story. 4. Over-rotation = death; trust your process. 5. Unrealised size is not size. 6. Thesis > price-driven.
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@DistilledCrypto
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1 year
Deadly Crypto Biases To Avoid:. Crypto moves very fast. If you're not focused, it's easy to get lost. As the bull market heats up, mastering these 12 biases can prevent costly errors. "Conquer your mind or it will conquer you" 🧵
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@DistilledCrypto
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11 months
The bull run isn’t as easy as you think. Even if $BTC hits $100k, many will watch their gains slip away. Don’t be one of them. Here are 15 rules to maximize your gains this cycle (🧵👇)
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@DistilledCrypto
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1 year
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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@DistilledCrypto
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1 year
3 Cutting-Edge Trends In [AI x Crypto]:. 1. GPU Aggregators: .GPUs are the new oil of the AI economy. Broadly speaking, there are two types of decentralized GPU networks:. a) General-purpose: suited for model inference only (a common LLM workload). Examples: $AKT, $NOS, $RNDR
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@DistilledCrypto
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1 year
Crypto Top Signals - 2024/2025: . Life-changing money or lifetime regret?. As crypto goes mainstream, the window for 'easy gains' is closing. Sadly, not everyone will make it. Here are 10 signals & tips to help you time your exit at the cycle's peak (🧵👇 )
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@DistilledCrypto
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2 years
1/ $OLAS - Mega Thread. The next billion Web3 users may not be humans, but rather, AI agents. - # of $OLAS agents +800% past year.- Total eco activity +400% in < 4 mths.- $TAO connection in progress.- No major supply unlocks until 7/24
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@DistilledCrypto
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2 years
$PENDLE - DeFi's Pick & Shovel. DeFi parallels a gold rush: unique niches as regions, dApps as mines, with yield as gold. In this gold rush, $PENDLE holds a monopoly on the pick & shovel infrastructure. Allowing users to capture the best yields across any chain or niche.
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@DistilledCrypto
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1 year
The Truth Behind "No Sleep Season": . Over the past few weeks, many have noticed my absence and wondered why. The simple truth? My eyesight suffered from relentless screen time. Resulting in eye spasms, cramps, and blurred vision. This post isn't a call for sympathy but a.
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@DistilledCrypto
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1 year
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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1 year
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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@DistilledCrypto
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1 year
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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@DistilledCrypto
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1 year
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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2 years
1/ $HERA: The Unseen Bridge In Fragmented Terrain. $HERA is more than a dApp; it's a conduit for a fluid crypto economy. Its AI tech allows assets to glide across diverse chains seamlessly. With upcoming upgrades, $HERA could be the linchpin of a unified multi-chain future.
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@DistilledCrypto
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2 years
To The Community:. I'm very grateful for all the continued support. It drives my passion to do more & better. However, as my platform grows, I want to set some transparent expectations:. 1. My mission is to offer thorough, unbiased, and accurate research. 2. I focus on projects.
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2 years
1/ $DUBBZ is the dark horse of GameFi. Unlike competitors, $DUBBZ seamlessly blends Web2 gaming with a subtle touch of crypto. Simplifying blockchain for mass GameFi adoption. With a live product & strong legal compliance, $DUBBZ growth could be explosive.
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1 year
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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1 year
$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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@DistilledCrypto
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2 years
$KUJI - The Tsunami Among L1s. - 1M TVL Growth: +105%.- 3M TVL Growth: +249%.- 6M TVL Growth: +451%.- 90D Revenue: $3.65M, 14% APY.- Supply: 52% staked, 95.5% CS
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@DistilledCrypto
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1 year
Is "Altcoin Season" A Myth? (Pt. 2). $BTC is at $60k, yet sentiment is abysmal. The altcoin season of ‘2021’ is nowhere to be seen. Are we super early or is CT the new retail?. Here’s my take on the state of the altcoin market. Save & bookmark this post—let’s explore together.
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1 year
Where Are The Retail Investors? (pt. 2). $BTC & $ETH ETFs are both approved. Normies, exit liquidity, [insert] = ghost town. Why? Let’s dive into this mystery 🧵
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2 years
1/ Crypto Narratives For 2024. Narratives drive crypto prices. From contrarian tales to consensus, each project's story captures its value. Over a decade ago, 10,000 $BTC bought a pizza; now, Wall St. seeks $BTC ETFs. Here are the top crypto narratives, distilled.
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@DistilledCrypto
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1 year
$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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2 years
$KUJI - The Tsunami Among L1s. Over the past 6 months, $KUJI TVL growth has outpaced price by more than 2x. Although the fair value gap seems to be closing, $KUJI TVL continues to surge.
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@DistilledCrypto
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1 year
$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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201
@DistilledCrypto
Exponential, Distilled
1 year
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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191
@DistilledCrypto
Exponential, Distilled
2 years
DeAi will scale much faster than DeFi. Linear vs. exponential outcomes. The end game unforeseen by Satoshi. Genesis is here.
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212
@DistilledCrypto
Exponential, Distilled
2 years
Crypto AI Watchlist:. Infrastructure: $TAO, $AGIX.AI Services: $OLAS, $FET.Privacy / AI: $ROSE, $0x0.AI Super Cloud: $AKT, $RNDR.Generative Art: $BOTTO, $IMGNAI.AI Chains: $ORAI, $PHB.DeFI / AI: $HERA, $AQTIS.AI Knowledge Graphs: $GRT, $TRAC.Data / AI: $OCEAN, $CQT.
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201
@DistilledCrypto
Exponential, Distilled
1 year
Crypto - When Will The Pain End?. You were told $100k $BTC was the target. Yet, here we are, nearly 100% away. Is it time to buy, sell, or touch grass? . Here’s everything you need to know to survive amidst the chaos - bookmark! (🧵)
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212
@DistilledCrypto
Exponential, Distilled
1 year
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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34
207
@DistilledCrypto
Exponential, Distilled
2 years
1/ $LMR - The Digital Pickaxe For PoW L1s. With ETFs looming & mining surging, $BTC hash power is the gold rush of the digital age. $LMR leads the way, transforming it into a fluid, global, decentralised asset. Backed by Coinbase & Satoshi-era devs, $LMR holds immense potential
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188
@DistilledCrypto
Exponential, Distilled
1 year
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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@DistilledCrypto
Exponential, Distilled
1 year
$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.
17
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200
@DistilledCrypto
Exponential, Distilled
9 months
Crypto Market Outlook - Q4 2024:. Liquidity is flooding in from China, with US monetary easing ramping up fast. On-chain data shows $BTC has plenty of fuel for a big run, with healthy sentiment. Meanwhile, the ISM is bottoming out, setting up a potential altseason (🧵 👇 )
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28
204
@DistilledCrypto
Exponential, Distilled
1 year
What Are The Best AI Sectors? (Pt. 1). If you haven't already noticed, the buzz around AI is impossible to ignore. In a market littered with both novelty & junk, identifying signals amid the noise is key. Below are my opinions on each niche and the market dynamics at play.
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53
184
@DistilledCrypto
Exponential, Distilled
1 year
$ETH killers were the sweetest fruit of 2021. 2024’s golden goose could be very different. Emerging Primitives:.- Autonomous Economic Agents (AEAs).- AiDeFi (+ other DeAi verticals).- DePIN (storage, GPU, etc.) .- Privacy-Enabled Infrastructure .- Modular Blockchains + DA.-.
6
26
189
@DistilledCrypto
Exponential, Distilled
1 year
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’:.🔹.
9
31
191
@DistilledCrypto
Exponential, Distilled
11 months
Is Crypto x AI Dead?. In 2023, Web3-AI was the hottest topic. Now, it's flooded with copycats and multi-billion dollar projects with no real utility. Here's what to avoid and where to focus your attention (🧵👇 )
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@DistilledCrypto
Exponential, Distilled
1 year
How To Size Your Portfolio For Max Gains:. As $BTC soars past ATHs, it's the perfect time to prepare for altseason. Yet, in the frenzy to snag the next 100x altcoins, many ignore a key variable: . Position sizing. Here are 4 potential ways to size your portfolio for max ROI.
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@DistilledCrypto
Exponential, Distilled
1 year
Early Signs Of Thrill/Euphoria:. 1. CoinGecko crashes constantly.2. You check your portfolio 20x-50x a day.3. Memecoins become the leading sector.4. Non-traders transform into traders.5. It's very hard to think of a source of FUD.6. Even late entrants/retail have huge unP/L.
14
27
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@DistilledCrypto
Exponential, Distilled
8 months
1/ $SOL DeFi infrastructure has re-rated sharply over the past month. In our view, this move appears driven by a convergence of several factors:. - Pro-Crypto Republican admin. - Snowballing $SOL adoption.- Expectations of lower interest rates. $DRIFT & $RAY haven been
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6
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@DistilledCrypto
Exponential, Distilled
2 years
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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182
@DistilledCrypto
Exponential, Distilled
2 years
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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181
@DistilledCrypto
Exponential, Distilled
1 year
Vitalik's [Crypto x AI] Essay - Distilled Pt. 1:. Core Ideas:.- Crypto & AI are the trends of the decade.- AI x Crypto will overlap in 4 key ways 👇.- AI as (player, interface, rules & objective).- AI as the player (AI agents) = most viable.- AI as the interface = the most
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10
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179
@DistilledCrypto
Exponential, Distilled
2 years
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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@DistilledCrypto
Exponential, Distilled
1 year
How To Get Ahead Of Crypto Trends:. 1. In crypto, money is like water. It’s abundant, constantly circulating, and always changing form. The goal is to get as wet as possible by being at the right place, at the right time. 2. Optimal positioning boils down to perspicacity,
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@DistilledCrypto
Exponential, Distilled
1 year
GM everyone!. I apologize for the lack of inactivity lately, I’ve been dealing with some eye issues. Doctor wanted me to touch grass. I hope to ease back into writing by early next week. Many new trends/ideas to discuss.
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@DistilledCrypto
Exponential, Distilled
1 year
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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@DistilledCrypto
Exponential, Distilled
1 year
5 Upcoming AI Projects To Watch:. The $NVDA GTC event slated for March 18th could reignite the AI sector. As current leaders push boundaries, several new projects strive to elevate further. Here are 5 emerging projects to research, all with confirmed native tokens. Project 1 -
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