DYOR: The ultimate guide to essential Web3 research tools.
The flywheel of Web3 research consists of two key steps:
1. Identifying promising protocols within a vast array of opportunities. 2. Researching these protocols to inform investment decisions.
#1: @tokenterminal – best for fundamentals
Identify gainers and losers by:
• TVL (for DeFi)
• Bridge deposits (chains)
• Trading volume (DEXes)
• Active loans (Lending)
• Assets staked (LST)
• Fees and revenue
• DAU & MAU trends
+ Deeper fundamentals research
#2: @dyorcryptoapp by @hmalviya9 – best for identifying top gainers
Discover the highlights of on-chain growth:
• TVL
• Fees
• Supply emission
• Price
• Trading volume
• Token holders
• DAU
Invite code: P4gKTxNQIE
#3: @DefiLlama – the most diversified on-chain data aggregator
Here, you can do on-chain research by:
• Chains
• Categories
• Parameters (i.e. fees or trading volume)
• Funding rounds
• Token unlocks
• Yields
#4: @MessariCrypto – the powerhouse of on-chain data and news
Messari offers the same depth of on-chain data and combines it with news and research stream:
• Daily AI news insights
• Regular research reports
• Token unlocks
• Watchlists
#5: @coinglass_com – market essentials for traders
• Filter assets by market cap, price change, and CEXes
• Analyze spot and futures net flow
• Track volumes, open interest, funding rates, and liquidations and filter by categories and other parameters
#6: @intotheblock – deep market intel and risk assessment
Essential for analyzing:
• Sentiment
• Large transactions
• Ownership distribution
• Depeg risks
• Health factor & high-risk loans
#7: @glassnode – another essential tool for traders
Glassnode probably has the largest set of on-chain insights for traders featuring the most popular assets.
Some highlights:
• Profit / loss analysis
• Wealth distribution
• MVRV
• Investor cap
• Realized volatility
#8: @cryptoquant_com – deep data insights
• Community-generated data sets
• Asset summary (sentiment, RSI, OI, on-chain indicators, etc.)
• Additional indicators: network stats, exchange flows, miner flows, derivatives, bank flows, etc.
#9: @getmoni_io – perfect for spotting early-stage projects
Moni analyzes accounts experiencing a spike in user interest from opinion leaders, VCs, DAO members, and more. It's like a social hype tracker for new projects.
• @DuneAnalytics – data aggregators for DeFi protocols & airdrops
• @Footprint_Data – similar to Dune, more dashboards
• @LunarCrush – social sentiment analysis
• @santimentfeed – data highlights, visualized
Recently, @Spectral_Labs launched Spectral Syntax V2 beta, which allows anyone to create autonomous, community-owned AI agents.
I decided to give it a try and launched my own AI Agent, relying on research data.
Now, I have the answer to whether AI Agents are a big thing ↓
First, a disclaimer: please don't rush to purchase access to my AI Agent. It was created solely to test the functionality of Spectral Syntax V2.
I'm here to share my experience, not to shill my AI Agent (it's not very smart).
So now, with the disclaimer in place, let's move to the interesting part.
What is Spectral Syntax V2?
It's a platform for creating autonomous, community-owned AI agents. Unlike traditional logic-driven bots, these agents are self-organizing and operate independently, relying on humans solely to boost their productivity.
Are memecoins truly a springboard for gains this bull run?
• What memecoin trackers don't reveal
• Key factors driving cult coins
• The current stage of the memecoin cycle
• The onboarding risk of the meme thesis
In-depth research ↓
Many call this year the "Year of Memecoins," with charts showing memes outperforming all other Web3 narratives.
This thread highlights key points from my latest research.
For a more in-depth exploration, please read my publication on Substack ↓ stacymuur.substack.com/p/are-memecoin…
The main challenge in evaluating the memecoin sector's performance is that most dashboards include only the largest memecoins (or cult coins).
For instance, on @artemis__xyz, the memecoin index currently tracks only 19 of the largest memecoins.
In Web3, the data load is massive, with thousands of protocols spanning dozens of categories. Many investors either narrow their focus to specific narratives, or rely on pre-made insights from influencers and analysts.
In this thread, I’ll share a customizable research framework ↓
Step 1: Defining Your Research Scope
Why focus on specific categories? The answer is simple: effective comparisons. Each market segment has unique parameters that reveal insights into a protocol’s potential and market share. By analyzing protocols within a single vertical, you can make clearer, more accurate comparisons.
Decentralized computing stands out as one of the most competitive sectors in Web3, significantly reducing computing costs for global businesses.
@ICN_Protocol is a noteworthy protocol with immense potential.
Here's why & how to be early ↓
Impossible Cloud Network (ICN) is a decentralized, multi-service platform designed to revolutionize cloud infrastructure. ICN distinguishes itself through:
• SLA Oracle Nodes, ensuring reliable performance and transparency.
• Decentralized storage and computing, reducing costs and enhancing security.
• Scalable, flexible infrastructure that adapts to user needs, preventing vendor lock-in.
• Tokenized incentives that drive network growth and reward active contributors.
Margin notes for @a16zcrypto's "State of Crypto 2024" report:
Key data highlights and additional context you might need for a full understanding of the market ↓
When a16z dropped their annual "State of Crypto" report, most media outlets, X accounts, and Telegram communities, started sharing their beautiful charts. All these charts can be united with one simple red line: “We’re optimistic, and here’s why”.
I appreciate the work done by the a16z team. They conduct excellent research, and their mission to inspire belief in Web3 and its potential is something I truly admire.
In this thread, I want to share some additional context and data highlights to complement this report.
Quick Fact: Liquid Restaking is just 33% of @puffer_finance's product stack.
Here's everything you need to know about Puffer as a comprehensive Ethereum scaling solution, its traction, and TGE expectations ↓
Many know @puffer_finance as an LRT protocol, currently the 2nd largest by TVL after @ether_fi.
But in reality, Puffer's product is built on 3 core pillars:
• Anti-slashing LRT
• UniFi Based Rollup Stack
• UniFi Preconf AVS
While most readers are probably familiar with Puffer's LRT, let me introduce the other two products.
Puffer's UniFi is a Based Rollup with complete L2↔️L2 and L2↔️L1 interoperability, that features based sequencing and enables seamless and market's first atomic composability.