hitesh.eth Profile picture
Nov 26, 2024 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

Mar 31
$25M-$50M worth of tokens up for grabs.

You could earn a decent share of it..

but only if you yap.

Let me present a yapping framework for all of you🧵
Initia announced an airdrop today.

Around 0.25% of the supply is going to the Top 4000 Yappers from its leaderboard on @KaitoAI.

42 accounts with less than 1K followers are in the top 100 of the leaderboard, and one of the accounts in the top 10 has 200 followers.

These 100 folks might cook pretty big if Initia decides to do a weighted airdrop to Kaito Yappers.Image
Now take it as an inspiration because if these small accounts have made it, why can't you?

They figured out a way to share content that gets some sort of engagement and earn yaps for it..

but earning yaps is tough ser??
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Mar 20
Every narrative needs a story

RWA got the BlackRock story

Let's understand the potential of emerging RWA narrative 🧵
A company with $11.6T worth of assets took the lead in RWA tokenization with over $1.2B worth of tokenized US Treasury Bonds.

The US issues around $2T worth of bills every month, so even with 0.1% market share, BlackRock could tokenize $2B worth of T-bills monthly. Image
Considering BlackRock's overall network effect, this share is expected to increase, potentially reaching 1% of monthly issuance, which would equate to $20B worth of tokenized assets each month.
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Mar 13
How does your mind play with you all the time when you invest in crypto?

Let’s reflect on it so you can all understand what went wrong 🧵
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Just because some random dudes are shilling it on X and YT?

Should I take it as a good deal simply based on their influence?

People are commenting positively about the coin they’re mentioning too—so does that make it good?
Or should I spend a few hours understanding what this project actually does, the role of the token within it, and the fundamental value it offers to investors?

Is smart money buying these tokens, or is it just a bunch of retail traders hyping it up so we buy—only for them to dump on us once they hit their target?
Read 15 tweets
Feb 13
RWAs are projected to hit $10T by 2030—a 1000x surge.

But scaling to that level needs the right infrastructure.

Enter OndoChain—an omnichain network built to power RWAs at scale.

Here’s why it could be the next big thing 🧵
RWAs have been a booming narrative since 2023.

According to DeFiLlama, the sector has grown 11x in two years—from $756M in 2023 to $8.52B today—driven by a surge in users and RWA-protocols. Image
And the reason is clear

As BlackRock’s CEO put it: “RWA is the future of finance.”

And everyone is racing to be part of this future—one where traditional assets like commodities, cash, real estate, and treasury bills can be tokenized.
Read 17 tweets
Jan 23
What is the future of Public Blockchains?

And what are the roles of tokens in those networks?

Can these tokens manage to sustain value in the near future?

Let's talk about it today 🧵
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The currency being used to facilitate these payments is BTC. Image
BTC as an internet currency was quite popular before 2014.

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DeFAI narrative is starting soon.

The total market cap of this narrative is below $1B.

Expect it to reach at least $10B in the coming months.

Learn about DeFAI while it's still early 🧵
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Now, we're going to see the tokenization of what was once called LLM-powered web3 intents.

What you're seeing at the early stage of DeFAI projects like @griffaindotcom, Heyanon, and Neur are simply interfaces with LLM-powered web3 intents, now rebranded as abstraction layers for DeFAI.
Read 18 tweets

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