Wazz Profile picture
Sep 15, 2024 1 tweets 1 min read Read on X
Much clearer with this data from Hello Moon

Of the 5M "DAU's", 4.5M hold 0 $SOL (green bar), which indicates that they are single use generated wallets used by volume/washtrading bots

Notice the sharp rise at the end of August.



h/t @WelfBrandolf hellomoon.io/solana

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More from @WazzCrypto

May 15
I'm not one to ever try to game the algo, I just post whatever my heart desires and trust that my superior wordcell skills crush all the commoners in the algo battlefield

But looks like a decent exercise to see how the timeline works, so here's a summary on the new X Algo 🧵 Image
There's a pre AI labeling before the post is indexed and post AI score after it's indexed, only then the post might be shown Image
For the AI scoring, it's 19 parameters, both positive and negative, that include things like you would expect (like, repost, mute, block etc)

A difference here is that apparently the "dwell time" is particularly valued, so posts with less likes but that people spend more time looking at, might be valued more.Image
Read 6 tweets
Jan 3, 2025
Scaled in to $SPECTRA @spectra_finance

I believe this Defi protocol is undervalued and capturing market share at a record pace

- Recent (re)launch
- Base native (one of the few good "utility" tokens on base)
- Was a pioner in this category (before Pendle)
- Huge growth

🧵
Spectra allows anyone permissionlessly create their own interest rate derivatives markets

Afaik they were the pioneers in this category (basically invented PT/YT tokens before Pendle was a thing), but never took off, still the team kept building through the whole bearmarket Image
Recently they had a very sucessful relaunch under another name (and token), it seems to have finally gotten attention

It's one of the top5 biggest growing Defi protocols by TVL (above 100M TVL), together w/ Resolv (which also spurred a big portion of this TVL growth) Image
Read 9 tweets
Dec 18, 2024
Highest APY Stable pools on Pendle are all Usual's USD0 pools by 2x

Ethena is now fueling their new USDtb into Usual

$USUAL has 2X more TVL than ONDO

Usual stablecoin is the fastest growing of the Top10

USUAL is 6x Less mcap than $ONDO, 7x Less mcap than $ENA

Do the math Image
I should be accumulating more instead of giving u layups like this but since I already missed the launch entry, I'm just top blasting to add to my airdrop/premarket buys, i dont care anymore

send it much higher
Negative funding rate too 😂😂

They never learn Image
Read 5 tweets
Nov 30, 2024
I believe $PHAR is the most undervalued token in the Avalanche eco and perhaps one of the most undervalued DeFi projects in its category

Thesis in the thread below 🧵
1/ First, keep in mind as I was starting to accumulate and develop this thesis, the token literally did a 2-3X and hasn't shown any signs of stopping, it's somewhat illiquid so beware of price impact.

I decided to still publish this because I've put some work into it and I still believe it's undervalued, but beware as it has gone up a lot recently.
2/ @PharaohExchange is to Avalanche what Aero is to Base, the leading ve(3,3) exchange on Avalanche.

I think this is currently the most logical bet in the Avalanche defi/utility ecosystem and the most undervalued for the reasons I'll explain below Image
Read 12 tweets
Oct 9, 2024
This is bearish for memecoins

Gotbit was one of the biggest marketmaker for memes responsible for propping up dozens of cabal memes and scamcoins

Will be a lot harder to push memes without crime
Don't forget the water, tea, beer scam coins
Read 7 tweets
Sep 14, 2024
Wonder why Solana daily active addresses are skyrocketing past month?

Seems like new washtrading/volume bots are getting smarter, instead of doing 300K txs on like 5 wallets, they are now rotating wallets, even after just 1 tx sometimes

300K txs -> 300K "daily active addresses"
Image
Example 1:

300K Txs on a 80K mcap, volume bots turn on at random times, queue hundreds of TXs from new "clean wallets"

180K makers aka 180K different wallets buying -> 180K new "daily active addresses " Image
If u check each wallet their only tx history is 2 txs, receiving funds from a script and buying $0.001 of the token Image
Read 7 tweets

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