With over 10,000 crypto tokens, navigating the markets can be a nightmare. 99% of projects don't actually bring any utility. So how do we spot REAL potential? 🧵This thread will go over 8 of the BIGGEST bets I have for this cycle & the reasons why.

$SUI & $INJ ecosystems now both have a Digital Asset Funds SUI = Sui Group (NASDAQ: SUIG) INJ = Pineapple Financial (NYSE: PAPL) Web3 & Web2 continues to merge and overlap closer and closer. 🧵Which project's new fund should we deep dive with a thread first? SUI or INJ?🤔👇

So excited to announce today on @CNBC @SquawkCNBC with @andrewrsorkin that Showrunner is building a noncommercial & academic AI reconstruction of the lost holy grail of cinema: The lost 43 minutes of ORSON WELLES’ ruined masterpiece THE MAGNIFICENT AMBERSONS

Seems like @Nasdaq might be feeling left out after the release of $ONDO Global Markets😉 Once you see the power of tokenized equities, you'll never look at TradFi infrastructure the same again

REMINDER This is the FIRST cycle for many quality Web3 projects, with these 4 being perfect examples $ONDO- US SEC compliant RWA tokenization $SUI- New standard for MoveVM L1 $AERO- Liquidity engine for Coinbase's Base $PLUME- RWAFi L1 built to bring utility to RWAs Skies the

Nice to see $ONDO TVL on RWAs rise to new ATHs since the launch of Global Markets Now sitting nice & comfortable at $1.45 Bil TVL Gonna be hard to keep track of all the RWAs at this point👀

The housing market is taking the brunt of Jerome Powell's inaction. @NEWSMAX

I need a new hobby... Something challenging but if done well can generate income... Any recommendations? ❤️

Nice to see $ONDO TVL on RWAs rise to new ATHs since the launch of Global Markets Now sitting nice & comfortable at $1.45 Bil TVL Gonna be hard to keep track of all the RWAs at this point👀

Are you betting the UNDER or OVER on $AERO As you guys know this is one of my most bullish DeFi plays this cycle. Being the liquidity hub of Base is a strong enough narrative. But they also rank as a top project in fees, revenue, DEX volume & more. There's a reason AERO has

$INJ & $SEI In my opinion these are 2 of the biggest no-brainer bets for L1 ecosystems still sitting below $2 Bil MCap Both established names for this cycle, but still having tons of room to grow. Excited to watch how these 2 will grow in the coming months🔥

"How these blind robotic machines — a multitude of players — maintain the shape of each bone, keeping it in position without disturbing the whole suggests a hierarchy of foresight and programming."

Look at data beyond current price action to find the projects that run early Blockchain shows a lot more than just price From user activity to value locked, social analytics & more Here's some data to add to your arsenal to help you find projects before they hit Crypto 𝕏🧵👇

Thank you for reading & I hope you add these metrics to your analysis🙏 Make sure to drop a follow/retweet if you got some alpha out of this If you want to see which projects stats I'm keeping close tabs on, make sure to join the Vault for FREE👇 https://t.co/c6KWdBsHn5

Most times when we see projects trending across CT, the signs were visible before price makes it clear The answer? Look straight to the source By looking at data on the blockchain we can literally see what apps/chains are picking up the most momentum And more often than not?

Last but not least is having a strong community Without a strong community behind them, a project can only run so far & we've seen that time and time again. Tips to find a project with strong community? ✅Sharing progress updates ✅Growing social analytics ✅News and

New Today. Link in bio.

The phrase "follow where the money's going" makes it as easy as can be with blockchain With metrics like TVL, revenue & volume we can see exactly where money is flowing This gives us the best probability of finding projects that are: ✅Trending in growth ✅Real user base

Before we continue, make sure you join the NoBS Crypto Vault if you're getting value from this thread Inside the Vault we got everything from: • Trades • Portfolio Reviews • Project Breakdowns • Exit Plans All the tools you need for this cycle👇 https://t.co/c6KWdBsHn5

This is a great indicator to monitor the health of your specific projects adoption process Adoption metrics going up = Great Adoption metrics chopping = Good Adoption metrics chopping = Not great We want to see consistency & growth here Some key adoption metrics to look at👇

Looking at user volume and overall usage of a network/app is one key metric to track It's simple cause & effect Network gets used more = more token demand More token demand = more buy volume We saw this with $AERO is up 60% since the start of August & the data backs it up

Dang it.

Look at data beyond current price action to find the projects that run early Blockchain shows a lot more than just price From user activity to value locked, social analytics & more Here's some data to add to your arsenal to help you find projects before they hit Crypto 𝕏🧵👇

$INJ & $SEI In my opinion these are 2 of the biggest no-brainer bets for L1 ecosystems still sitting below $2 Bil MCap Both established names for this cycle, but still having tons of room to grow. Excited to watch how these 2 will grow in the coming months🔥

You're starting a new portfolio from scratch today with $25,000 What're you building as your new Top 3 holdings?

Global Market Sizes: • Bonds: $145 Tril • Real Estate: $379 Tril • Equities: $125 Tril • Commodities: $22 Tril • Money Market Funds: $8.5 Tril Global Tokenized RWA TVL? Currently only $28.26 Bil We’re barely into Chapter 1 of RWAs $ONDO $LINK $HBAR $PLUME $INJ

“Prediction markets will be dead after the election” Kalshi did $441m of volume in 4 days.