Crypto Andrew ✍️🧠 Profile picture
Aug 2 10 tweets 2 min read Twitter logo Read on Twitter
Lets talk about narratives 🧵⬇️

1️⃣ GambleFi
New projects perform well, leaders are shipping, more and more interesting developments, rev share becomes more common
Notable projects $COCO (the most promising), $DMT (poker), $WINR (be aware of emissions), $RLB (#1), $GAMBLX (degen)
2️⃣ Bots
New bots do well (at least short-term), $UNIBOT PA is still strong, if it starts outperforming again + increase of volume (which has significantly fallen recently), might see bot szn #2
Maybe BASE bridge will help to spark it

Notable projects: $UNIBOT (#1), $WAGIE (#2) +
bots that have unique or new products like $ESPR, $SAINT, $UNITY etc.
3️⃣ Shit/memecoins
New launches on ETH are doing relatively well, yet their lifespan is rather short. Either you are early, or you should ignore them

4️⃣ BASE
It was fun but painful 😆
Still see some wallets aping shit/memecoins there, but besides that there is nothing to do 👇
it will take time to build and launch good projects there, so I think that it is the same case as with Mantle and Linea 😌

I believe that sooner or later BASE will be a good chain for DeFi and normal stuff, but this is not the case atm🤪
5️⃣ Shibarium
Yes, yes, it is finally August and Shibarium launches this month, don't expect anything groundbreaking, but I have started hearing more and more about it, some tokens have already started running, so might be worth to get some allo.
Launch might be sell the news.
Unfortunately all other sectors are relatively dead even my beloved DeFi, but it doesn't mean that you should do nothing (if you don't trade current narratives), research, learn, develop, network 🤓

I think narratives like LSDfi, RWA, AI will return + new narratives like 4844
Besides it we finally have new interesting launches for LSDfi (@SenecaUSD on 7th, @parallaxfin soon, etc) and perps/DEX like @HMXorg and @Spartadex_io

So they might revive some interest towards DeFi (hope so) 🤞🏻
What narratives/plays are you looking for? What else can pop up and start the new trend?

Drop your thoughts in the comments below 👇
For today it is all, if you find this thread useful, please like and retweet it ☺️

Also tagging some narratives giga chads ⬇️

@CryptoNikyous
@QuantMeta
@thedefivillain
@ViktorDefi
@AvaxGems
@CryptoxHunter
@doomsdart
@IndianaAltzz
@Teeznutz11
@0xSisyphus

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More from @Crypt0_Andrew

Jun 29
In the market like this, many people are seeking for a stable passive income on their assets without IL👀

Today we'll dig into the new project that offers lucrative rates on single-sided vaults regardless of the tokens PA😏

Please welcome @CruizeFinance $CRUIZE 👏🏻

A thread🧵⬇️
Disclaimer ⚠️

This is a promotional post made with the aim to spread awareness about a new launching project and the products it offers!

Even though the team is doxxed, project is audited, with good partnerships, please DYOR and this is not a NFA by any means.
In this thread we will cover 👇

1️⃣ What does Cruize Finance offer
2️⃣ Tokenomics
3️⃣ Security: team, audit, partnerships
4️⃣ IDO details
Read 25 tweets
May 4
Looks like ZKSync szn is ded, soon SUI szn will be ded too (it is normal as it takes time to build a good eco) and what's next (apart memes)?🤔

Imo we will return to Arbitrum😏

$CHR @ChronosFi_ just got 230M+ TVL and Arbi eco reached TVL ATH + great $GND launch and its metrics
It all point out that Arbi is still the most loved and attractive chains with probably the best teams (together with the Mainnet ofc)😎

Once incentives kick in, I expect a comeback of its eco, which is way oversold rn

+ EIP-4844 which will further decrease gas fees ⛽️
Yes, OP and Metis might also get additional traction with Bedrock update + $OP incentives + AAVE deployment on Metis 👀

But recent news about the latter was totally ignored (based on PA), which might be a sign of a pricing-in🧐

+ no new good undervalued projects on OP atm😐
Read 13 tweets
Mar 25
When I hear ppl talking about Arbi > ZKSync rotation, I want to show them these charts ⬇️

Mark my words, once these 2 things happen, we will see a resurrection of Arbi eco imo 👇

✅ $ARB token pumping
✅ $ARB incentives start
Yes, the airdrop was sell the news event, but I was trying to figure out where the capital can rotate🤔

ZkSync?➡️there is almost nothing rn and it will take some time (months) to build at least some kind of an eco. Yes, I think that MATIC zkEVM launch can prop this narrative👉
...but what will you buy? Things with 70k TVL like $FRIN? or $ZZ with liq like shitcoin? $MUTE with 50M+ MC while things like THENA is at 5M MC and TVL much more than the whole ZKSync chain? 🤔

Btw, all ZK tokens are dumping, sell the news event in its beauty 🤭
Read 9 tweets
Nov 14, 2022
Sometimes you just need to be attentive, use your logic and you'll find narratives 👀

After FTX debacle clear winners were:

1. DEXs
2. Perp trading
3...Wallets

Right now wallet tokens $TWT, $BLANK, $XDEFI are flying (the latter has just started)

Will it be sustainable? 🧐
TBH, I don't think so since these tokens have no utility (except governance, which is useless in 99.99%), knowing this, you must position yourself accordingly and consider them as short-term plays 😎

Once all more or less decent wallet tokens pump, the show will move on⏬
Then we will return back to DEXs with smart tokenomics and perp trading protocols generating #realyield 🔽

Also I can see the rise of projects that utilize and enhance DEXs or perp trading.

For instance, $GAMMA @GammaStrategies, @ArrakisFinance, @GammaSwapLabs 👇
Read 8 tweets
Nov 9, 2022
I know, degens, that you are shocked by recent event 😱

And I'm not an exception! But while we all are waiting for the dust to settle, it is high time to continue developing your crypto skills, that's why I've made a MEGA THREAD about FREE crypto tools I use for my research🧵🔽
Note: in this thread I am going to split tools in several categories with few options in each one, so you will be able to pick the one which is the most suitable for you 🧐
1/x Charts📈

Here I use a combination of DexScreener (dexscreener.com) and CG (coingecko.com/en)

I use DexScreener for tracking very new tokens + charting, while CG is good for getting some basic information about the token + 👇
Read 29 tweets
Oct 26, 2022
What if I tell you that there is an upcoming launch which corresponds with all current narratives and trends 👇

✅Perp trading project (and much more)
✅Smart tokenomics (#realyield)
✅Building on #Arbitrum

+ smart money are in it 💰👀

Yes, it is @vertex_protocol $VRTX 🧵🔽
1/x What is @vertex_protocol ? 🤔

Basically, it is 3 in 1 project for all traders:

✅DEX
✅Perpetual trading platform
✅Lending protocol

BUT very sophisticated ⏬
2/x Vertex will have both orderbook and AMM 🔥

If orderbook lacks of liquidity, AMM will backstop it!

As for Perpetual trading and lending, @vertex_protocol will allow cross-margined trading: you can simultaneously use different tokens as collateral or for spot trading 💪
Read 19 tweets

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