Edgy - The DeFi Edge 🗡️ Profile picture
Jul 23, 2022 19 tweets 7 min read Read on X
The 10 must-have Crypto research tools I use every day:

(most are free)
Uniwhale (Analytics dashboard)

I use this to track bridge activity across different layer 1s.

Polygon (MATIC) has been on a roll lately.

I can use UniWhale to look at the deposits + withdrawals and get a bigger picture of Layer 1 trends.
Dune Analytics (Analytics Dashboards)

Dune lets you visualize different metrics into easy-to-understand charts.

Everything from DeFi usage down to dapp-specific dashboards.

I invest in GMX and found a dashboard that helps me see important indicators.
Crypto Panic (News Aggregator)

This is where I get most of my Crypto news (outside of Twitter).

Think of it like Reddit for Crypto news.

The amount of news can be overwhelming.

I sort by "Important" to help filter the signal from the noise. Image
Santiment (Crypto Intelligence)

Most people look at price charts.

That's it.

Sanbase allows you to combine prices with other behaviors.

You can see price + development activity + social trends.

(and many other indicators) ImageImage
Nansen (On Chain Analytics)

The best feature is "Smart Money" - these are profiles that have demonstrated a history of kicking ass.

(Such as funds and first movers)

Use it to see what smart money's buying, and get in before the YouTubers start making videos. ImageImageImage
Messari (Market Intelligence)

I'd describe Messari as a swiss army knife.

• Charts
• Price Data
• Research Reports
• Community Screeners

One of the best values in Crypto at $25/month. ImageImage
Token Terminal (Crypto Financial Data)

People are tired of inflationary tokens and printed money.

They want to see real revenue being generated.

Use Token Terminal to see which blockchains and dapps are making money. Image
Fear & Greed Index (Sentiment Indicator)

Your Twitter feed is tricky.

What if you're following a bunch of bulls, and they're always optimistic.

I check the fear & greed index to get a better idea of how the market feels. Image
DeFiLlama (DeFi Analytics)

I'm heavy into Alt layer 1s - DeFiLlama helps me compare them through the Total Value Locked metrics.

The biggest use case of DeFillama for me is it helps me find hidden gems in each ecosystem.

Here's how: Image
I'm a fan of AVAX, and I haven't kept up with the ecosystem.

I'm looking for:
• At least $1m > in TVL.
• What has a high +7d% week over week (shows some traction)

EverRise checks the boxes.

I'll add it to my list to research.

(This is NOT an endorsement to buy) Image
DexScreener (Real-time price charts)

I use this to set watch lists of my portfolio and to create price alerts.

Think about a big event.

An influencer shills a project, or there's an exploit.

You can see the real-time buying and selling action with this tool. Image
This Isn't a Complete List

Off the top of my head, I also use Glassnode, Trading View, Coingecko, IntotheBlock, etc.

The ones that I listed here are my "must haves" that I use everyday as part of my research process.

I don't want to overwhelm you with too many options.
Think About Your Workflow

I designed my research process FIRST, and then the tools helped me.

You can tell that:
1) I'm into Alt Layer 1s
2) I'm a visual learner
3) I like finding tokens that are trending and are > $1m

These tools aid my investing and trading style.
I am NOT Trading Now

I'm still in ETH/stables, along with various small bets.

I'm researching every day to stay on top of trends and to get a sense of future narratives forming.
Don't feel the pressure to sign up and use every tool.

This is my career - I have 12+ hours a day to dedicate to this.

Most of the time you don't need more tools.

You actually need to use what you already have.
Research is How You Get an Edge

Reading the same threads and watching the same videos as everyone else doesn't give you an edge.

Edges come from doing hard research and thinking.
Transparency

No one paid me.
No one gifted me a free account.

You signing up for anything does not help me with my child support payments. 😆

Also, don't FOMO into buying tools thinking they're a magic bullet.

Try out the free/trial versions first.
1. Follow me @thedefiedge because I'm still grinding in the bear market.

2. Subscribe to TheDeFiEdge.com for exclusive content each week (it's free)

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Edgy - The DeFi Edge 🗡️

Edgy - The DeFi Edge 🗡️ Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @thedefiedge

Jan 27
Bros, our bags are down bad so we might as well farm @_kaitoai Yaps 😭

• Yaps are speculated to be worth up to ~ $100 each
• Some are receiving $ 1-3 per yap for weekly votes

Steal my cheatsheet of 14 proven Yap templates (with recent examples):
1. Deep Dives

The X algorithm loves long articles right now. This one went viral and earned a few hundred yaps.

Do a deep dive on a hot sector or protocol.

Image
2. Lessons Essay

Agents such as @aixbt and @mobyagent will replace a lot of KOLs. But something they can't replicate are human stories.

In a sea of data and clickbait, people yearn for stories.

Read 24 tweets
Jan 18
The #1 sector I'm bullish on now is DeFAI

It went from 1.2B to 2.2B in the past 7 days, and shows no signs of slowing down

The space is moving FAST - don't get left behind.

Here's a roundup of the latest DeFAI Protocol updates & new agents to catch you up: Image
DeFAI tokens saw insane Price Action the past week.

But Trump's new memecoin is sucking the liquidity out of all altcoins.

This a great time to go shopping for some DeFAI tokens. A bunch of protocols are still in Alpha testing now and should be launching soon.
@Griffaindotcom does the 1st agent to agent purchase.

There's a demonstration of it purchasing Coffee beans using Crypto. Huge - we're using a.i. agents to do real world transactions using Crypto.

Read 15 tweets
Dec 25, 2024
If you need a Kaito Yap referral, sign up under your boyyyy

yaps.kaito.ai/referral/14802…
Update: This article increased my yaps by +500.

• Unique insights around a hot topic (Kaito)
• Lots of engagement from smart followers
• Long around 2,000 words

Also, seeing a lot of small accounts already earning yaps from focusing on replies. Image
Read 4 tweets
Dec 5, 2024
A.I. Agents will be THE defining sector of this cycle.

With a total market cap of only $7.39B, you're still early.

@virtuals_io is the ecosystem to explore if you want to make money with AI agents.

Here's your playbook to Virtuals (+the top protocols):
Quick 80/20:

• AI agents are advanced artificial intelligence systems that can complete tasks or make decisions

• People describe Virtuals on Base as "Pump. fun" for A.I. agents

• Some of these bots have started taking over Crypto Twitter. and it's not slowing down.
Why I'm Bullish on Agents

• People are tired of the "same old" - another infrastructure project, perp dex, or Layer 2. People want to play with unique, tangible products.

• Fairer token distribution - most agents are launching w/o VC

• It attracts EVERYONE on the curve
Read 30 tweets
Nov 21, 2024
There's 1 sector that CZ, Vitalik, & Brian Armstrong are all bullish on:

DeSci

Decentralized Science has been one of the best performing sectors so far this month. And you're still early.

Here's your guide to DeSci (and the top protocols):
Why is DeSci Hot Now?

DeSci has been around for several years already. However, the category's financial performance and mindshare accelerated the past 7 days.

• Several tokens are up by xxx%.

• It's "mindshare" has soared

So, I investigated to see what's going on: Image
Image
These two KEYS events happened earlier this month that drove hype to DeSci:

• Nov 8th: Binance Labs invests in BIO Protocol - their 1st investment in DeSci. Bio Protocol is kinda like the y-combinator for on-chain science.

• Nov 13th: CZ and Vitalik attend an informal talk on DeSci organized by Labs in Bangkok

Read 21 tweets
Sep 5, 2024
Risk management is the most important skill in Crypto.

If you don’t manage your risks, the market will manage it for you.

20 smart rules to lower your risks (and increase profits):
Rotate Faster

Narratives and sentiment shift quickly. New protocols can Usurp market leaders within weeks.

Stay on top of the markets. Get in early, and get out before everyone else does.
Leave the Last 20% to Someone Else

Whenever you’re taking profits, it's tempting to try to time the top. You want to squeeze every % of profit you can.

But this is impossible, and mistiming it could lead you to becoming a bag holder.

Don't be greedy.
Read 24 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(