Pink Brains Profile picture
Aug 4 10 tweets 5 min read Read on X
To make the most of this bull market, your feed needs more than just noise

Here’s a curated list of 90 high-signal CT accounts that belong in your “compounding value” portfolio.

(Not in any order - updated 2025) 🧠🧵 Image
Whether you're a retail investor, a builder, a marketer, or a BD in crypto, this is the thread you’ll want to bookmark and return to.

Don’t forget to RT and save it for later 🔖 Image
🧠 Macro & Market Insights:

@DefiIgnas - Smart insights, market analysis, project critiques. His popular Substack blog "Ignas | DeFi Research," delivering in-depth analyses on the most trending crypto topics
@ahboyash - A seasoned GTM strategist with deep market insights
@Route2FI - Narrative-driven psychology, OG DeFi advocate
@patfscott - Market trend breakdowns and analytics
@rektdiomedes - Shares sharp crypto insights. A must-follow to stay ahead of the curve.
@waleswoosh - Web3 guy, NFT and InfoFi mindshare
@arndxt_xo - DeFi, market, and macro insights
@milesdeutscher - Comprehensive analysis: DeFi trends, airdrops, overviews
@ayyyeandy - Rollup insights, multi-chain DeFi, market thoughts
@0xkyle__ - Market analyst, DeFi/macro intersections
@cobie - He's a highly influential figure in the crypto world, best known for his sharp insights, humor, and no-nonsense commentary
@0xLouisT - Crypto VC trends, high FDV, meme dynamics, ETFs
@sjdedic - Ethereum performance, DeFi trends, market updates. He's
Founder & Managing Partner @MoonrockCapital
@dcfgod - He's a prominent crypto investor (EtherFi, Ethena...). He shares sharp insights on yield farming, staking strategies, and more
@redphonecrypto - He's an anon crypto storyteller, philosopher, and innovator known for his sharp insights into blockchain and markets
🧠 Educational Content:

@0xCryptoSam - Messari's researcher, he writes fantastic DeFi alpha and insights
@sassal0x - Ethereum deep-dives, protocol UX, onchain education
@PixOnChain - Deep dives into projects, tools, onchain alpha
@crypthoem - Smart-money tracking, under-radar L2s, DeFi playbooks
@DeFi_Cheetah - Analytical DeFi breakdowns and smart strategies
@stacy_muur - Deep dives into the most high-signal crypto narratives and project highlights
@hmalviya9 - Onchain analytics, narrative detection
@CryptoKoryo - An experienced DeFi analyst with data backup
@ericonomic - Economic takes on DeFi protocols and trends
@DeFiMinty - Delphi Digital's researcher and a great writer in crypto/DeFi
@HouseofChimera - Infographics and protocol analyses
@Nick_Researcher - Graphics distilling project fundamentals
@RiddlerDeFi - Deep dives into DeFi riddles and opportunities
@Louround_ - DeFi and market insights. He's also a co-founder of @a1research__ and @steak_studio
@Defi0xJeff - He's among the top DeAI and DeFAI educators
@0xNairolf - ELI5 series simplifying trending projects and narratives, sharp unpopular opinions
@eli5_defi - He sticks to his handle, explaining new projects with simple breakdowns and well-designed infographics
@0xAndrewMoh - Threads on DeFi narratives, protocols, tokenomics
@thelearningpill - Beginner-friendly DeFi mechanics and trends
@S4mmyEth - AI integrations in DeFi, yield opportunities
@CipherResearchx - Short videos explaining DeFi/blockchain
@0xBreadguy - MegaETH guy, sharp insights and smart takes on hot protocols from a builder's pov
@alpha_pls - DeFi, narratives breakdown, genius insights
@francescoweb3 - DeFi analyst and Co-founder of @castle_lab, a high-quality crypto research firm
@ViktorDefi - OG DeFi threadoor
@the_smart_ape - He provides sharp market insights with clear, well-reasoned analysis.
@thedefiedge - Sharing crypto strategies and trading edges
@TheDeFinvestor - Your weekly DeFi updates and alpha drops
@YashasEdu - Educational thread on new projects in DeFi and AI
@zerokn0wledge_ - New infrastructure breakdown
🧠 DeFi, Yield Farming, Trading, InfoFi Strategies - Every smart way to earn in crypto:

@TaikiMaeda2 - DeFi research, alpha on emerging projects
@phtevenstrong - DeFi yield guru, the go-to source for stablecoin yields
@0xCheeezzyyyy - DeFi analyst with intuitive maps
@Tanaka_L2 - LSDFi, ecosystems, protocols, he's your early signal on decent projects
@katexbt - A lock-in player in the Hyperliquid eco, she shares high-quality signals
@2lambro - Simple DeFi insights and breakdowns
@0xMughal - DeFi connoisseur, yield updates, IVX buildoor
@kenodnb - DeFi yield curator, "farm smart not hard" series
@moomsxxx - He's from @Steak_studio & @a1research__ and @plumenetwork advisor. He shares impactful news and gives his own takes on DeFi and RWA news
@0xTindorr - DeFi threadoor, early to next bluechips
@PendleIntern - Pendle and yield alchemist
@SiloIntern - Leverage yield excels on Silo
@lstmaximalist - DeFi educator
@Defi_Maestro - He's the head of mETH Protocol, and he shares the latest opportunities in the Mantle ecosystem
@Deebs_DeFi - Advanced DeFi tactics and Kaito farming strategies
@CryptoShiro_ - Curates top DeFi content, insightful trading alpha
@Slappjakke - DeFAI breakdowns, high-APR yields, actionable strategies
@zerototom - Yield tricks, LPs, advanced DeFi mechanics
@defi_mochi - DeFi yield optimization, beginner-to-advanced tactics
@Darrenlautf - Insights on DeFi protocols and trends
@crypto_linn - Asymmetric returns in DeFi, she's a strong Pendle advocate
@DOLAK1NG - High-return DeFi investments, smart money strategies, unpopular opinions
@TheDeFiKenshin - Educational DeFi on modular chains, DePIN, RWAs
@quant_arb - Quantitative arbitrage in crypto
@CryptoGirlNova - Tracking whales, trading alpha
@Tyler_Did_It - He's so popular with his Morning minutes, recapping daily highlighted crypto news
@DeFiMinty - Best advice to win in crypto
@crypthoem - Guide on Kaito, how to find alpha
@CryptoStreamHub - He shares smart takes on trading and notable DeFi updates
@DeRonin - DeFi threadoor, he yaps with insights
🧠 Podcasts & Media:

@FourPillarsFP - They post deep-dived articles publicly on X covering trends, new knowledge, and new projects
@Delphi_Digital - Free market dashboards, high-quality crypto research reports for subscribers
@blockworksres - Follow for recap analysis from Blockwork research reports
@MessariCrypto - A top-tier crypto intelligence
@blocmatesdotcom - Blocmates' articles are a treasure for all beginners
@DeFi_Dad - He's a DeFi OG and an angel investor. His podcasts on @Edge_Pod give you deep and technical convo with app builders
@thedailydegenhq - Daily crypto recaps
@0xPrismatic - He runs @cot_research, one of the best DeAI briefings
@notthreadguy - He hosts @counterpartytv podcasts, one of the most insightful podcasts with crypto builders
@therollupco - Insightful podcasts with builders specialized in infrastructure, interoperability, and more
🧠 Airdrops & Gem Hunting

@info_insightful - Airdrop guru, calls out bad actors
@tobific - Airdrop content, Kaito breakdowns, yield math
@fipcrypto - Deep airdrop research, protocol explorations
@Defi_Warhol - Tokenomics, airdrop hunting, tier lists
@FabianoSolana - LP strategies, Solana and Sui airdrops, airdrop opportunities
@beast_ico - Speculative insights, high-potential gems, rotations
We definitely missed some good writers.

Don't hesitate to tag your favorite accounts below 👇

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More from @PinkBrains_io

Jun 30
Top important DeFi news to pay attention to this week 🧠🧵 Image
@yapyo_arb's Presale drops begin today

@suipayHQ is going to launch on @SuiNetwork, allowing seamless payment with USDC

Read 14 tweets
Jun 12
It's stablecoin season

But who’s just sitting on idle USDT/USDC? CT's chasing low-risk yields with yield-bearing stablecoins

That said, always ask yourself: where’s the yield coming from?

Here's your ultimate yield-bearing stablecoin landscape 🧠🧵 Image
In this thread, we’ll cover some of the most adopted yield-bearing stablecoins, with a quick intro and their total supply

Bookmark or RT to share with friends or save for later! 🔖 Image
🧠 What are yield-bearing stablecoins?

Unlike regular stablecoins like $USDT or $USDC, which just hold value, yield-bearing stablecoins earn passive income while you hold them, like a savings account for your crypto
Read 16 tweets
Jun 3
In 2 days from now, a big safety upgrade will be executed on @aave

- A more resilient safety model for Aave
- Possibly 12% APY on stablecoin staking, 6% APY on ETH

8 things you should know about Aave Umbrella 👻🧵 Image
1️⃣ What's Aave Umbrella?

A new system that lets you stake aTokens - the interest-bearing tokens you get when lending on Aave (aUSDC, aGHO, aWETH) to earn rewards

In return, you take on risk: if borrowers don’t repay and Aave ends up with bad debt (deficit), your staked aTokens can be slashed to help cover the lossImage
2️⃣ Why is Aave Umbrella better than Safety Module (the current system)?

Safety Module: Users stake $AAVE or LP tokens

=> Not ideal because if Aave has a shortfall in stablecoins like USDC, it has to sell the staked $AAVE to cover it, causing sell pressure and delays.
Read 13 tweets
Jan 11
The Crypto AI Agent Landscape

From data and training infrastructure to frameworks and launchpads, these projects are cultivating a bullish ecosystem for Crypto AI agents.

Let's dive into details 🧵 Image
We spent 5 hours scanning and studying each project building in Crypto AI and Agentic AI so you don't have to.

Don't forget to bookmark this thread or RT for future reference! 🤌 Image
🧠 AI Agent Frameworks:

- @ai16zdao's ElizaOS: multi-agent simulation framework based on Typescript
- @GAME_Virtuals: low-code toolkit, modular agentic framework by Virtual team
- @0xzerebro's Zerepy: open-sourced agent framework based on Python
- @arcdotfun: rust-based rig framework for AI agents
- @aetherdotfun's AetherOS: a framework to build agentic ecosystems and swarms that can work, learn and adapt to each other.
- @ReiNetwork0x: dual-layer architecture to connect AI and blockchain
Read 17 tweets
Jan 4
ETH mindshare hit its rock bottom in 12 months (by @_kaitoai)

CT's attention has been dominated by "AI agents," which account for over 50%.

ETH hasn't broken its ATH for 3 years.

Is this the bottom signal? Will 2025 be the pivotal year for ETH? 🧠🧵 Image
First up, let's wrap up why ETH so underperformed in the last year:

1. Competition from other blockchains like Solana and Base
2. L2 explosion and blob space with its Dencun upgrade, making ETH less deflationary.
3. Staking mindshare fades away with the point meta
4. The launch of Ethereum ETFs in the U.S. was initially expected to boost ETH's price, but ended up a disappointment.
5. Market sentiment changed quickly, Ethereum is experiencing an "identity crisis," with doubts about its potential as a store of value or internet money.
All led to a dead end: Lower network activity

Ethereum has struggled to regain its peak activity levels. Weekly transactions, which peaked at 11M in May 2021, have plateaued at around 9M.

Similarly, active weekly addresses have remained range-bound between 300K and 400K. Image
Image
Read 18 tweets
Dec 29, 2024
2024 is a landmark year for crypto

- Bitcoin passed $100K
- Total crypto market cap hit $3.91T
- Stablecoins' supply surged to $204B
- Spot BTC and ETH ETFs reeled in +$100B in under a year
- The U.S. ushered in its most pro-crypto Congress yet

Your 2024 Crypto Roundup 🧠

1/30 Image
Let's go through some top topics around 2024:

- Macro Trends
- Crypto Policy
- Institutional Adoption
- Rise of Solana
- Memecoins
- Fundraising
- User Adoption
- DeFi
- DePIN
- Crypto x AI

Before we dive in, don't forget to bookmark this thread for further reference.

2/30 Image
🧠 Macro Trends

- Legacy Markets: Despite fears of recession, inflation moderated, and the U.S. economy showed resilience.

The Fed began cutting rates, and the S&P 500 delivered a remarkable ~27% YTD return.

AI-driven productivity and a surge in gold demand became key macro themes, while energy prices remained stable despite geopolitical tensions.

3/30Image
Read 30 tweets

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