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I'm convinced we are going to see a huge AI crypto bubble in the next 18 months.
It is likely going to be one of the largest growing verticals this cycle.
A deep dive on AI x Crypto + 17 projects to put on your watchlist 🧵
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There is so much alpha on this platform.
You can go from $0 to $100k very quickly with just the information on Twitter alone, but you need to gain an edge.
6 ways to get more alpha from Crypto Twitter 🧵
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AAVE is fine
Uniswap is fine
Maker is fine
Compound is fine
Yearn is fine
GMX is fine
Synthetix is fine
DeFi is fine
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This gaming studio in Korea is a giant.
The list of top tier gaming subnets on Avalanche is quite impressive:
MapleStory, Gunzilla, Shrapnel, TSM & Beam.
$AVAX 🤝 gaming
From pioneering free-to-play to championing blockchain gaming: Maplestory continues to evolve!
MapleStory, one of the most legendary games from Korea’s largest game studio, Nexon, is now coming to Avalanche with
@MaplestoryU
on a Subnet.
Maplestory was one of the first games to…
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Brands building on
@0xPolygon
:
• Nike (announced today)
• Adidas
• Starbucks
• Reddit
• Meta
• Robinhood
• Ebay
• Disney
• Stripe
• Adobe
Looks like adoption to me.
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I used to think Solana was doomed.
I have changed my opinion.
Here's why:
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You are sidelined.
You want to buy, but the dips last a mere few hours.
You want a 30-40% correction, but then the market rips 10-20% the next day and the next day after that.
You are in pain and don't know what to do.
You had a year to accumulate everything.
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You are sidelined.
You want to buy, but the dips last a mere few hours.
You want a 30-40% correction, but then the market rips 10-20% the next day and the next day after that.
You are in pain and don't know what to do.
You had 18 months to accumulate everything.
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Passive income is king.
Here are some gud yield opportunities right now 🧵
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Lots of rumours swirling about an Arbitrum token airdrop.
Don't be that anon who didn't bridge. Read this if you want to ensure you get the token.
Here are 7 things to do on Arbitrum right now 🧵
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Things we have seen this year:
• PEPE speed running from zero to $1B market cap in like 4 weeks
• People betting on hamster racing - related coin went to $30M marketcap over a weekend
• A coin called HarryPotterObamaSonic10Inu hit $0.2B marketcap - the ticker is BITCOIN
• A…
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$LINK is one of the most misunderstood and undervalued assets in crypto.
A fantastic new paper from
@_dshap
just dropped. I will highlight a few key points.
Why you need to buy $LINK 🧵
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The Starbucks Odyssey & Polygon announcement is quite significant imo
A few thoughts, and how it will work 🧵
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Apeing memecoins? Or freshly created tokens?
Obviously this is insanely risky, but you can reduce your risk significantly with just five minutes of research.
Here are two tools that can stop you getting rugged 🧵
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As BTC continues to rip, everyone thinking the same thing right now.
My alts are going up afterwards, right?
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Twitter remains a great source of crypto alpha, but only if you are organised.
Lists are essential.
Here are my curated lists you can follow 🧵
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I feel like sharing my mistakes from this past bull run.
9 mistakes and what I learned 🧵
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Larry Fink just basically said it doesn't matter what the SEC designates ETH, the ETF will happen.
The last person on Earth you fade is Larry Fink.
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1/ Crypto Twitter. The UK needs your help.
Two days ago, HMRC published new defi tax guidance, which if maintained can severely damage defi in the UK and punish all users.
We need to make some noise about this.
A thread 🧵👇
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I think
@ionet_official
will be one of the bigger launches in 2024.
Do yourself a favour & click some buttons to net the airdrop. It requires no upfront capital & it's not over farmed.
I tried to calculate how it might play out + will provide instructions on how to qualify 🧵
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Chainlink's CCIP is finally here.
Outside of the $LINK marines I haven't seen a lot of fanfare.
I think it's a revolutionary change for the blockchain space.
🧵👇
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No layer 1 will claim to be an Ethereum killer ever again.
We can retire that meme.
Alt-layer 1s are now competing with L2s.
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9,852 users receiving $JTO tomorrow.
$0.90 pre launch currently.
$4446 for the lowest wallet tier at pre-launch price.
Coinbase listing on day one.
All you had to do was stake some SOL for a bit.
Stop fading Solana.
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Ethereum is scaling.
There is an insane amount of activity happening across L2s.
Read this to get up to speed quickly 🧵
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Ignore this Terra thread at your peril.
A few crazy Terra stats 🧵
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To my knowledge, Chainlink's CCIP is the only real solution for financial institutions to utilize blockchain technology with their current infrastructure - and that is key.
Catching up on all the SIBOS talks and the confidence from Sergey is telling.
For years, many…
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Arbitrum is one of the few chains gaining more adoption in this bear market.
Wondering how you might be able to capture upside from their growing ecosystem?
Here is our
@arbitrum
portfolio you can copy 🧵
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It really does seem quite obvious.
• $SOL going up causes a wealth affect for all early holders
• More staked $SOL moves into LSTs
• More usage of LSTs in Solana DeFi (lending/borrowing, perps trading etc)
• The newer chad Solana applications all start dropping tokens with…
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Your personal information is valuable.
You need to take your privacy seriously.
You have many options to ensure no one is collecting your IP address along with your Ethereum wallet address when you send a transaction…
Here are a few options 🧵
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Paxos are regulated by the New York Department of Financial Services. They have complied with all regulation possible.
The SEC are again litigating and still refusing to provide guidance, or communicate with a party who clearly want to comply.
Gensler needs to be taken down.
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Chainlink is one of the cornerstone technologies of DeFi.
It has been a key player in allowing DeFi to grow and thrive safely.
The recently announced proposed collaboration with
@GMX_IO
could be a game changer for $LINK.
Here's why 🧵
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How to not fumble the bag:
These are some random thoughts for individuals who are currently in a good position as a result of positioning in the bear market, but applies to anyone who will find themselves with a decent sized portfolio at some point in the cycle.
The number one…
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Years of obsessive research in this space has taught me to be a better crypto investor.
Here is how I do fundamental analysis 🧵👇
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$LINK will be above $XRP and $ADA soon enough.
Fundamentals matter in 2022.
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Aptos raised at a $2B valuation and failed to make their tokenomics information available at launch.
There is no way this was an oversight.
This was intentional.
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Reasons I'm bullish on $LINK in the long run:
• Established product market fit
• No real competitors
• Blockchains can't unlock true value without oracles
• Oracles undervalued vs L1s
• Chainlink economics 2.0: staking rollout
• Multiple DONs profitable from user fees
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Many like the comfort & passive income provided by stablecoin farming.
But, as we've just seen with $BEAN, there is always smart contract/protocol risk.
Here is my risk adjusted stablecoin yield strategy 🧵
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1. Use Twitter lists
Basic tip to start with, but most can't be bothered to do this.
You need to organise these lists by category so you can quickly scan different sectors, chains etc.
I will making my lists public in the coming weeks.
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$MATIC literally has everything going for it:
• zkEVM live next month
• 250k+ daily actives
• All the brands (Square Enix just announced a game)
• 500+ active monthly devs
• Bear market strength - Down less than BTC & ETH from ATH (51%)
• 90% of supply circulating
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When you've completed a full cycle you learn that it's very hard to outperform buying spot in a bear market and simply sitting on your hands till peak froth.
• SOL was sub $20 for like a whole year
• Pendle was sub $0.20 for most of the bear
• INJ was $2-3 for 6 months
• You…
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$LINK stakers are now set to earn tokens from the following projects:
•
@SpaceandTimeDB
•
@truflation
•
@bitsCrunch
•
@KryptonProtocol
•
@InterestDeFi
•
@Galaxisxyz
•
@mycelium_xyz
Plus they will earn $LINK tokens on top.
Probably nothing.
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One of the network launches I'm most excited about in 2024 is
@getgrass_io
(AI + DePin + Solana).
When the Grass network goes live, it will be one of the largest crypto protocols by number of users.
I had a chat with
@0xdrej
& asked him a bunch of questions.
GRASS alpha 🧵
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What happens next with $ARB?
A few interesting $ARB airdrop data points 🧵
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#Avalanche
Subnets could be about to usher in the next wave of crypto adoption.
This is a pivotal moment.
Read this 🧵
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It's not an exaggeration when people say 99% of crypto projects will die.
Not many survive a cycle & come out stronger.
Here are a few protocols I think are in a great position 🧵
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FTX no longer have any $LINK
The hacker sold the entire balance of 3.59M that was in the original FTX wallet.
$LINK absorbed the selling pretty well.
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Congrats Ethereum devs on the successful Dencun upgrade.
True chads executing complex code flawlessly yet again.
Big day for rollups as gas fees now come down significantly.
Enjoy the cheaper txns.
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When I first started I had this attitude. I was deeply affected by my perception that I was constantly underperforming relative to others.
Despite doing pretty damn well I would consistently beat myself up for making mistakes, or missing "obvious" trades.
I think a lot of…
Bull market making me depressed. My account grew from 20k to 60k during this bull run. Yet, how hard meme coins went up makes me feel I could have made much more. Just because I am heavy on blue chips.
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Base has launched with a bang.
I'm really impressed with their execution.
Onchain summer is a great campaign with tons of partners and projects involved.
Here are some things you can do on Base right now (time sensitive) 🧵
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Gm frens
Bit of personal news. I became a father yesterday.
The most surreal and wonderful feeling.
I won’t be on here for a bit.
Nothing I want to do more than spend time with my precious little degen.
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>memecoin supercycle
>Solana the most popular chain for memecoins this cycle
>SOL goes up a lot
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Another brand for Polygon?
114 million YouTube channels
2.6 billion active users
Might be something...
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It's a new era.
Chainlink have released a staking roadmap. I'm not sure the team have ever published a roadmap before.
They have also announced v0.1 will target a base level of annualised staking rewards of up to 5%.
Staking planned for the second half of 2022.
$LINK
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1/
#Chainlink
makes blockchains inherently more useful.
I want to show you what happens to the demand for L1 tokens when Chainlink oracles are integrated.
Anyone who spotted this trend would have made a significant amount of money in 2020 and 2021.
A thread 🧵👇
$LINK
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Just smashed my TV in front of 30 guests at my son's party because I didn't get the $STRK airdrop. My wife just took our crying kids and said they’re all spending the week at Arbitrum. This token has ruined my life and my party. I can’t handle this anymore. Goodbye Starknet.
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If you found this thread useful then please give it an RT, and follow me
@alpha_pls
It's also free to subscribe to my newsletter.
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: hello is that Gate? We accidentally just sent you 320k ETH, oops. Please can you gib back?
: hello Kris, sure fren. We just gonna use for proof reserves audit first then will send 285k ETH back.
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No one can keep up with everything happening in the space.
But, you can 10x your efficiency with a bit of help.
8 free resources to speed up your crypto research:
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Arbitrum did more DEX volume than Ethereum in the last 24 hours.
Arbitrum is the main DeFi hub right now.
#34
in the rankings?
anon, I hope you didn't sell your $ARB...
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Respect to Chainlink oracles in these times of high volatility.
They work flawlessly and stop you being wrongfully liquidated.
No oracle comes close.
$LINK
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1/ Cross-Chain Interoperability Protocol (CCIP) by
#Chainlink
explained.
Thread 🧵 👇 $Link
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This will be the first bull market where we have:
• A chain with txns that are basically free & remain free despite demand
• Txns that confirm instantly
• A ton of things to do (trade tokens, NFTs, DeFi, Gaming, DePin etc)
• Good wallet UX
• No code tools where anyone…
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StarkNet has blown my mind.
StarkNet will blow your mind.
Here's a deep dive into StarkNet 🧵
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April is the month of Solana:
$PARCL (~1.8B FDV)
$KMNO (~1B FDV)
$W (~17B FDV)
$TNSR (~2B FDV)
$IO (~3B FDV)
Those are rough estimated FDVs based on pre-market trading and relative valuations to peers.
If we say we get 10% of the supply of all of those projects airdropped,…
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Wrapped Solana assets are fucked.
soBTC and soETH completely unpegged.
soBTC trading at 70% below BTC price.
No way to redeem underlying assets, as FTX have evaporated.
Solana DeFi will have to absorb this loss.
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Solana's daily transactions (non-voting transactions) currently 10x the next L1.
I find it interesting that many don't seem impressed by Solana's metrics, or are even aware of these numbers.
Probably an opportunity in that...
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A message from a friend in TradFi.
Untold damage done to the industry by SBF.
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Bancor V3 might be a great next step for DeFi.
Bancor has divided opinion over the years, but give me a chance, anon.
@Bancor
V3 🧵
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$PRIME is outside of the top 200 right now.
I think it's one of the most obvious opportunities out there right now.
No other legitimate project sits across gaming and AI in crypto, which will be two of the biggest narratives this bull.
@ParallelTCG
's beta has seen rave…
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BLACKROCK CEO FINK: I'M A BELIEVER IN CRYPTO AS AN ASSET CLASS, NOT A CURRENCY.
Larry Fink is really going to pump our bags.
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1/ The right founder and their leadership is often a defining factor in why a blockchain project progresses & succeeds beyond the “good idea” stage.
We are going to dig into some leaders in the crypto space.
First up, who is Sergey Nazarov? $Link
A thread 🧵👇
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Daily CEX volume at the same levels as late 2020.
Really is a ghost town right now.
By now most have capitulated and disappeared swearing never to return.
But they will be back in 18 months once they see everything making ATHs.
Historically speaking, we are in the…
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Multi-chain thesis only takes off if someone solves the cross chain bridge security problem.
Probably the greatest challenge in crypto.
Only one team capable of taking this on right now imo:
Chainlink (CCIP)
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I asked every single irl normie friend who I knew bought coins last cycle if they were following crypto right now.
Not a single person was aware Bitcoin was at 34k. Almost unanimous response was "isn't crypto dead?".
None of them had bought a single coin since the last cycle.…
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I DCAd as much as I could into SOL from $10-25 in the bear market.
I chose it as my major to denominate my portfolio in this cycle.
All successful trades were rotated back into SOL.
Seeing SOL here at $193 now is almost surreal.
I visualised it and of course I thought it…
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Additional column tips:
Add cash tags you would like to monitor as columns, but modify the settings to try and filter the most engaging tweets.
E.g. minimum 10 RTs/likes etc
I mute various words such as giveaways, competition, whitelist etc.
This helps to cut out noise.
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SEC have fired all of their bullets.
It makes no difference if they sue more.
The market expects it.
Sellers seem exhausted.
BTC and ETH barely flinched.
Fuck you Gary.
All dips are for buying.
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As you may have seen earlier,
@ionet_official
just announced their $30M raise.
@ionet_official
is an AI + DePin project that you need to pay attention to. Their $IO token will be launching on Solana soon (airdrop coming)
I chatted with COO
@MTorygreen
& he dropped the alpha 🧵
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If you are just starting out and looking to build capital, then I really think you should be getting stuck into the Solana ecosystem.
Some more stuff to do on Solana:
• Stake SOL with
@MarinadeFinance
& earn additional $MNDE (long term blue chip) for a limited time only (8.21%…
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The crypto markets. What now?
Three scenarios I’ve been thinking about and planning for 🧵
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Imagine if you could go into incognito mode with your wallet just like you do using a browser.
Vitalik mentioned this protocol in a talk two weeks ago.
If you care about your on-chain privacy (you absolutely should) then this thread is for you 🧵
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Locking $W probably nets you $MONAD
When do we start this narrative?
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6 years ago I was not doing particularly well financially.
I couldn't see a clear path to improving my finances.
This week I finished the very long process of buying a house.
It was the result of years of investing/trading the crypto markets whilst working a full-time job.
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Probably worth owning $AAVE before V3 launches on Ethereum mainnet & GHO arrives...
Probably worth owning $CRV before crvUSD releases...
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So the founder of MakerDAO (one of the oldest DAOs and protocols on Ethereum) is saying that the Solana stack is the most promising codebase, engineered well, likely to stick around long term and the best option for their NewChain.
Solana getting the recognition it deserves.
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$LINK is a bet on the growth of smart contracts across all blockchains.
Everyone should own a non-zero amount of $LINK because Chainlink has near infinite potential value capture.
There’s still a very long way to go.
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Blockchains and NFTs have the potential to revolutionise social media.
@LensProtocol
is powerful web3 infrastructure that might just spawn the next major social platform.
Deep dive 🧵
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