Solana season only has a few strong tokens so far, like:

$JUP / $TENSOR / $PYTH / $JITO, with some of the most hyped ones still not released

$SAROS seems greatly underlooked - as one of the leading aggregators on Solana, it should be on par or even better than $JUP

A 🧵 1/ 🌐 Introduction: What is Saros?

It is a one-stop shop for all things on-chain on Solana

Saros is set to revolutionize Solana DeFi, DID, and NFTs.

Incubated by @ninetyeight_hq, who built Coin98 Wallet - a Web3 wallet with over 10 million users!

🚨 A MEGA THREAD OF ALL MY RESEARCH 🚨

PAST, PRESENT AND FUTURE 🔬🔮

👇👇👇

https://x.com/0xkyle__/status/1478924734041497601?s=20

Bridges are insanely expensive.

But one bridge makes it cheap - Stargate

But what about alts? What if you want to bridge $BNB?

It doesn't exist - until today.

Introducing: AltitudeDefi

Disclaimer: This post was made in collaboration with @AltitudeDeFi 1/
Altitude DeFi is a cross-chain bridging protocol using LayerZero technology

They offer:
- Lightning Fast Bridging
- Cheap Fees
- Secure Transactions

Last of all: The opportunity for you to bridge your favourite alts, instead of stables!

Narrative Trading #2 - Thesis & Invalidation

This is the 2nd thread on this topic on how to narrative trade, the first thread can be found at the end of this post 1/ Assuming you've done everything I told you in #1

You now have a project / token that you're looking at, and you're wondering

How do I evaluate this?

About Futureproofing Your Life:

The problem with the human perception of time is that we live in the present and we can only perceive the present.

In fact it actually takes a rare combination of intellect, self awareness, and general wisdom to plan for the future. And so, many people don’t actively do it, and choose to live day to day. As such, decisions are made on a short term basis, and are (generally) more hedonistic in nature

I was thinking about this, and the key area people miss out is AT SOME POINT, that future will be your NOW

Narrative Trading #1: Introduction - How To Find Alpha 🔎 & Research 🔬

Multiple threads on this topic will be coming out in the next few weeks, where I expand on narrative trading

On to the 🧵: 1/ What Is Narrative Trading?

- Market is dominated by cycles (bull & bear)
- In crypto, within those cycles, you have "mini-cycles"

E.g "SOLUNAVAX" / "L2 Rotation" / "METAVERSE PUMP"

- As a trader, you profit if you enter early before the market rushes in to capitalize

Its enough to recognise that the next decade for Web3 will be the same as the post Internet bubble era, where the sector goes through the trough of disillusionment

But we are in a special environment where every company becomes instantly tradeable on the market if they want to And because of that I actually believe that you cannot discount the idea of Lindy-ness - that when measuring a specific sector in Web3 (say, the stablecoin AMMs), the idea of "how long it's existed" is extremely important

Short thread on the different types of narratives and how I like to play them

🧵 1/ The News Trade - mostly LTF

- Characterized by a one time news event
- Meat of the trade is by front-running the news, not by holding it past it
- In fact, post news sometimes present good shorting opps on LTFs

Example: Avalanche Partnership announcement - 4% move

Weekly Narratives Thread #3 - 23 Jan - 29 Jan, 2023

Coverage of the on-going narratives in a short 🧵

Full article:
0xkyle.substack.com/p/0xkyles-week… 1. Long the strong

$APT / $OP (and $VELO)

Laggard - $SOL

Weekly Narratives #2 - 16 Jan - 22 Jan, 2023

This one's chock full of information that you don't want to miss.
0xkyle.substack.com/p/0xkyles-week… 1. Solana Summer Ft. Aptos Autumn

Self-explanatory, $SOL going from 8 -> 22 and suddenly fundamentals are good again.

Aptos pumping because it has the same "VC backed shit L1 chain" mindshare

SUMMARY OF 2023 MACRO REPORT BY DELPHI 🚨

Here's a short breakdown of what I deemed as the most important points, and my favourite pictures to go with.

Grab a cup of coffee and read on!

Full Summary can be found here: 0xkyle.substack.com/p/the-year-ahe… 1/
Price Wise:
- $BTC down ~76% from ATH, prev peak-to-trough is 85%
- $BTC now trading 2 s.d below long-term trend
- Previous bottoms was at oversold territory on 14-month RSI & 200 week MA
- If cycle follows previous, expect consolidate into q1 2023 before bottom

1. WEEKLY CRYPTO NARRATIVE COVERAGE #1

A must-read for any narrative trader, I'm covering all narratives + possible upcoming ones for BOTH NFTS & COINS:
- LSD
- SOL
- Artblocks... AND MORE

A 🧵 2. As the market roars back to life, we see the emergence of narratives across the board.

In crypto, narratives provide enormous opportunities for 10-20x'es

We don't know how long this wave will last, so ride it while you can.

🚨 I read through and summarized ALL the 2023 Crypto Outlooks from the BIGGEST COMPANIES so that you don't have to 🚨

AN OMEGA THREAD 🧵

Companies: Fisher8, Pantera, VanEck, Coinbase, Messari, New Order, Arca Funds, PwC, a16z

Missing Delphi / The Block bc I don't have access Executive Summary of the most common trends cited across all 2023 market outlooks:

I also forgot to add
- An emphasis on a reversal of liquidity conditions needed to bring back investor confidence

1/ Understanding & Identifying Future Narratives - $LDO & More?

A 🧵 2/ As the market slowly recovers from the black swans, we might reach that stage of the market similar to post-merge; where there were mini-narratives, and markets, in general, looked more lively

@OKCNetwork just launched their liquid staking program - here's a short 🧵 covering all about it - including their 40% APR from liquid staking.

As usual, thanks to my friends at @CRE8RDAO for bringing this to my attention 1/ Firstly, a brief overview of OKC (OKX Chain):

- Backed by OKX, the crypto exchange
- EVM and IBC-compatible L1 built on Cosmos
- Uses $OKT (native token) to pay for gas & secure the chain through dPoS staking (similar to $ETH)

I read through the bankruptcy filing of FTX (just published), so that you don't have to.

Here are the worst parts - and it starts off with a banger: 1/ Alameda Research LLC's balance sheet was NEVER audited? lmfao.

IN PROGRESS:

A COMPLETE TIMELINE OF THE WHOLE FTX COLLAPSE SO FAR
📄

SCROLL ALL THE WAY DOWN FOR MOST UPDATED NEWS.

ALL TIMES ARE IN SGT (Singapore).
Americans are 12 hours behind.
Europeans are 7 hours behind.

Please add on if I'm missing, and RT for support <3 2 Nov: The article that started this - Coindesk dive into Alameda's balance sheet

coindesk.com/business/2022/…

4 Nov: The industry starts wondering if it's a cause for concern
wublock.substack.com/p/alamedas-mes…

⚠️ Curated Image thread of Nov Narratives (🧵) ⚠️

This one's mine @0_xkarl

A multi-chain world needs multi-chain AMMs - but current AMM models aren't good enough.

Shared Liquidity AMMs (SLAMMs) aim to innovate on that - and they're super interesting!

Here's a 🧵 breaking it down 1/ Current problems with AMMs across chains:

1. Fragmented liquidity, as AMMs deploy standalone instances (e.g Uniswap, Sushi) that do not communicate with each other across chains

2. Unified app-chain (e.g Thor, Osmo) which have sub-optimal compatibility with native dApps

1/ Haven't done one of these in a while. But this project really excites me, and I think it deserves a thread.

Here's what @dammfinance is building and why it sent shivers down my spine 🧵 2/ dAMM is solving the problem of undercollateralized loans, not just for majors, but for alts as well.

Why is that a problem? Have you tried going to your bank and telling them you want to take a loan for a house, but your collateral is worth more than the house itself?

How To Find Yields For Your Stables 🪙

GM, it's been 4 months since the CEL/Voyager/etc. massive dump, and for those who derisked - it has been months of chill farming.

Here's a 🧵 on short how I use DefiLlama to find my farms
(it's easy) Some things I would like to say first:

1. Stablefarming is easier than degen LP/Pool2 farming, bc the criteria for good stable farms are mainly

1. High TVL
2. Low Risk

Stables are your life savings - you wouldn't want to degen with those