hitesh.eth Profile picture
Nov 26 1 tweets 1 min read Read on X
My thoughts on the bull cycle timeline:

We're going to hit the first market-wide major correction when the US crypto regulation is announced, most likely in Q1 2025.

I expect a long-term positive outcome from the regulatory framework, but the initial fears around it will be amplified through media cycles, as they always do, to flush out retail investors in the middle of the bull cycle.

Study the last cycle too—where you saw a market-wide bleed post-March 2021—and the 3-month correction led to a wider rally for alts.

The correction period will likely come into play soon, within a maximum of 4–5 months, but the rally after the reaccumulation phase post-correction could be much longer, especially for "Dino" coins like AAVE, MKR, ETH, and other projects that appear to be solid assets or businesses in the eyes of crypto regulators.

That's what I think the real supercycle would look like—where coins with strong fundamentals might experience a dream run for a few years, with only small corrections in between.

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More from @hmalviya9

Nov 27
#BasedAI Creatures

The Shift from AI Agents to Digital Life

some thoughts 🧵
We’ve been dreaming about artificial intelligence for decades, and now we’re building it.

But most AI today is a tool—a hammer in the hands of a craftsman.

It waits for commands, performs tasks, and shuts down. Useful, but lifeless.
Then there are AI agents.

They’re one step closer to autonomy. Agents plan, execute, and even loop through tasks. Yet, they’re still limited—trapped in the same paradigm of rigid workflows and external control.

Creatures are different.
Read 17 tweets
Nov 9
How to make the best out of this bull cycle

The Secret Playbook 🧵
What is the role of a bull cycle in your life?

It might change your life in both positive and negative ways.

The positive aspect would be where the bull cycle helps you climb a few steps toward financial freedom in the shortest possible time.

The negative aspect would be where the bull cycle drags you below the poverty line within a few months after it ends.Image
Most of us who've experienced a complete bull and bear cycle are well aware of how a bull cycle could actually drag you below the poverty line, even when you were in a position to achieve financial freedom.

But you thought, "Let me climb two more steps, then I'll stop." However, the cycle had other plans and changed direction while you kept waiting — and are still waiting, becoming mentally exhausted, toxic, and poor.Image
Read 21 tweets
Oct 16
Sky/MakerDAO rebrand ended up confusing more people than exciting them.

Here are some of my thoughts on the @SkyEcosystem launch, and what you can expect from $MKR and $SKY

🧵
MakerDAO is one of the Top 3 Crypto Projects by Earnings.

They've done around $125M in revenue so far this year, showing 66% growth compared to last year, and their operating income for this year is $43.42M, which is 3x higher than AAVE. Image
MakerDAO founder @RuneKek proposed a 5-phase detailed plan for MakerDAO, which includes details around SubDAO formation structure, building a censorship-resistant treasury, trimming down RWA exposure over time, using AI in governance, launching a new chain with a new stablecoin and governance token, while not discontinuing MKR and DAI.
Read 15 tweets
Sep 20
The bull cycle—how long will we stay in this cycle?

Is it really going to be a supercycle, as they say?

Or is it just another narrative to trap you?

Let's find out 🧵
Let me break some myths around the supercycle first.

We had only one supercycle in the past, which happened between 2016-17 when Bitcoin went from $232 to $20K in 24 months.

The super cycle started when btc reclaimed previous bull cycle support which was around $446 in may'16, length was somewhere around 19 months.

And some of the altcoins of that time, like $XRP and $LTC, also pulled some massive gains for investors during that period.Image
Based on historical data, we could expect the length of a supercycle to be more than 19 months to start with, and then it could extend as long as we get incoming liquidity in the market from new money.
Read 12 tweets
Sep 2
Aave, Morpho, and Fluid: A Comparative Analysis

In this short thread, we will quickly compare three key players in the DeFi lending space: Aave, Morpho, and Fluid.

Each comes with its own unique strengths and features.

Let’s break them down 🧵
1/ Aave

@aave is undoubtedly the most established lending protocol, known for its robust platform, wide range of supported assets, and other innovative features like e-Mode, flash loans, and credit delegation.
Aave's liquidity pools and somewhat stable interest rates make it a go-to choice for many users. Recent integrations with multiple L2s also position it as a versatile platform for cross-chain activity.
Read 11 tweets
Aug 13
$SUI is becoming a HYPED UP trade

Will it MOON or DOOMED..

lets find out using data breakdown🧵
1/ Narrative

SUI is claiming to build the fastest blockchain network using DAG architecture, which could bring down the latency below 390ms.

Solana is already achieving latency around 500-600ms, and after the Firedancer launch, they could bring it down even further.

So, I really doubt the longevity of this narrative, but it is very much hyped up as of now.Image
2/ Usage Side Data

SUI is all about Wave Wallet, and Wave Wallet is all about Telegram bots and games.

Telegram games are getting spammed with millions of users these days, like Hamster Combat, which has 30 million users. So, you could consider it a great move by SUI in the context of future user adoption.Image
Read 13 tweets

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