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Sandra 🌊 Profile picture
@sandraaleow
Nov 7, 2024 • 1 tweets • 1 min read • Read on X
the next couple of months will be EPIC

- major tailwinds for BTC in the political landscape - promises of regulatory clarity in trump's administration + strategic BTC reserve for US gov
- rate cuts + monetary easing cycle = expansion of global liquidity which will favor assets like BTC
- defi coins that have regulatory clarity are well positioned to be big winners
- rising price targets for btc/ eth/ sol + other risk assets
- solana volumes will continue to skyrocket + memes will be favored by new retails being onboarded and exisiting users
- crypto x ai is still a relatively untapped area; continuous advancements in the ai space will give light to crypto x ai coins

position accordingly.

send it all.Image

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More from @sandraaleow

Sandra 🌊 Profile picture
Mar 19
1/ the ULTIMATE tool for crypto marketing & growth: @KaitoAI's project dashboard

turning hours of manual reporting into instant insights by automating social reporting

everything in one place - just one powerful element of kaito pro Image
2/ instant access to high-level metrics

no more spreadsheets, no more manual tracking

select timeframe & get instant insights:
- impressions
- mentions
- engagement
- smart engagement
- followers
- smart followers
- mindshare % increase
- net sentiment % Image
3/ full visibility into social engagement

x is the #1 platform for crypto marketing.

so we've automated tracking for:
- your own posts
- affiliate posts
- external mentions from the broader community

all ranked with customizable filters- impressions, smart engagement, relevance, and more.Image
Read 9 tweets
Sandra 🌊 Profile picture
Jan 17
yapper highlights in the last 24h:

- @whosknave - blockworks covering solana - insights on multicoin sol inflation proposal
- @0xCygaar - abstract chain - updates on abstract incentives
- @beast_ico - trader - sharing new protocols/ opportunities
- @jon_charb - founder of dba crypto - debate on sol vs. eth
- @Tyler_Did_It - nft & crypto news - top news daily
- @RobinWhitney_ - cmo/ growth - meme on EF

(h/t: @_kaitoai)Image
1/ @whosknave (blockworks) shared insights on a new proposal by @multicoincap aimed at reducing solana's inflation. key points:

- currently, solana inflates at approximately 4.7% annually
- multicoin proposes a market-based mechanism adjusting SOL inflation based on a target stake percentage
- multicoin has a second proposal introducing long-term staking, forthcoming

x.com/whosknave/stat…
2/ @0xCygaar (abstract chain) posted his thoughts on “defai”. key points:

- cygaar highlights the confusion of interacting with defi, even for crypto natives.
- cygaar envisions ai playing a significant role in making defi more user-friendly and accessible, with the potential to drive wider adoption, though advancements in ai tech are crucial to realize this.
- separately, cygaar provides regular updates on the abstract chain and its developments

x.com/0xCygaar/statu…
Read 7 tweets
Sandra 🌊 Profile picture
Jan 16
top "emerging yappers" highlights in the last 24h:

- @MarcinRedStone - founder of redstone - bullish thesis on oracles in 2025
- @_ryanrconnor - research at blockworks - crypto app revenue data
- @dunleavy89 - partner at MV ventures - onchain data
- @BPIV400 - interchain labs team - ibc protocol/ cosmos eco
- @fiyalkin - analyst - focusing on ai agents and earning yapsImage
1/ @MarcinRedStone climbs up the rank as top#3 in emerging yapper leaderboard. key points:

- he predicts 2025 will be the year of the oracle wars
the post reflects on redstone's pioneering role in the oracle space in 2024 and offers a forward-looking thesis on why this will continue
- 2025 will be a critical year for the oracle industry, with increased competition challenging chainlink's market dominance
- redstone has grown significantly, supporting a broader range of projects and chains, claiming to be more scalable than chainlink

x.com/MarcinRedStone…
2/ @dunleavy89 shares timely, on-chain news with world liberty financial aggressively buying ETH in the last 24 hours. key points:

- worth noting that staying ahead with on-chain data is extremely relevant in this market
- especially when you discover blindspots in the market and have an edge in surfacing such information

Read 6 tweets
Sandra 🌊 Profile picture
Jan 10
today’s “yapper highlights” from @_kaitoai’s yapper leaderboard 🚀

featuring:

@jasonyanowitz (co-founder @blockworks_)
@jon_charb (co-founder @dba_crypto)
@mdudas (investor @6thmanventures)
@cryptopunk7213 (@aicceleratedao)
@smyyguy (@BlockworksRes)
@gajesh (@eigenlayer) Image
1/ @jasonyanowitz (co-founder @blockworks_)

- shared a tweet on deepseek reportedly spending $5m on their model, which outperforms llama, while other ai teams are raising billions
- sparked a discussion on funding strategies and innovation dynamics, focusing on the efficiency of smaller teams compared to larger, well-funded entities

x.com/1107518478/sta…
2/ @jon_charb (co-founder @dba_crypto)

- posted a bitcoin l2 thesis. key points:
• why btc l2 unlocks a bigger market than eth l2s
• why security will matter more for btc l2s than eth l2s
• other nuanced differences and implications

Read 8 tweets
Sandra 🌊 Profile picture
Jan 9
today’s “yapper highlights” from @_kaitoai’s yapper leaderboard 🚀

featuring:
@hosseeb (managing partner @dragonfly_xyz)
@avocado_toast2 (enigma capital)
@0xWenMoon (KOL)
@gammichan (macro/market insights)
@tomkysar (building @gasdotzip) Image
1/ @avocado_toast2 (enigma capital)

- shared analysis on btc's recent drop and market psychology
- tweet:
2/ @hosseeb (managing partner @dragonfly_xyz)

- flagged issues in messari's depin report, which claims a weighted 100x multiple with $500m in arr
- removing virtuals lowers total depin revenue to $160m and raises the weighted arr to 280x, not 100x
- sparked skepticism about including virtuals and the methodology used in the report, with calls for greater transparency in crypto research
- tweet: x.com/hosseeb/status…
Read 7 tweets
Sandra 🌊 Profile picture
Jan 6
dropping a “yapper highlights” series from @_kaitoai’s yapper leaderboard to spotlight folks that are putting out good content. i’ll keep sharing as we go!

a few yappers i want to spotlight today:

@cryptopunk7213
@gizmothegizzer
@0xwitchy
@0xbreadguy
@trackoor Image
1/ @cryptopunk7213 is coming in strong as the leading yapper sharing insights on the agentic meta, rising to top23 in the last 24h.

his banger tweets on the evolution of the agentic meta include:

- agents will become the primary users of blockchains
- thesis on the evolution of agent platforms by teams like virtuals, ai16, zerebro, and arc — often mischaracterized as “launchpads” but actually ecosystems that provide compute, data, and llms for agents
- he also hosts a weekly podcast on bankless (v high signal, suggest you check it out!)

x.com/cryptopunk7213…
2/ @gizmothegizzer surged to #19 today with takes on product ideas that don’t require “hardcore solana coding skills to grow stablecoin usage.” the stablecoin QUEEN. key points:

- tvl on solana is currently <3%
- her ideas focus on credit facilities, procurement processes, and spend management
- community also suggested “agent-to-agent payments, usdc-based lsts, basedapp’s adoption of sol,” etc.

x.com/gizmothegizzer…
Read 7 tweets

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