Many L2 solutions aren’t secure or decentralized.

Over $80 billion has been stolen from crypto in recent years.

Bitcoin’s security remains unmatched.

With the Nakamoto upgrade, Stacks became a Bitcoin-secured L2 ↓ 🔹L2 security risks

• Using Mantle as our first example:

If its centralized validator goes down, users can't exit the system, potentially leading to frozen funds.

• SX Network: funds can be stolen if a contract receives a malicious code upgrade.

$IO launched two days ago.

Few months ago $NMT, another AI project had a phenomenal growth of >6x few weeks after its launch.

Will $IO follow a similar path?

Let's look at the data 🧵👇🏻 Let's start by looking at the projects that launched in 2024 with a market cap above $70M.

Usually at TGE, there is a lot of selling pressure due to airdrops and unlocks.

Here are the performance of 10 recent launches with bearish PA shortly after launch until a local bottom:

Copy-trading and analysing wallets can make you rich.

The most comprehensive Wallet Profiler is here. For free.

Let's explore my new dashboard 🧵👇🏻 The dashboard has 8 different sections.
Each section can be run separately by providing a wallet as input.

1/ General Stats

In this section, you can find stats on :
- Basic stats
- Volume over time
- Chains used
- Protocol used
- Most traded tokens

Restaking and LRTs have a combined TVL of $25b.

Ethena has $2.3B TVL and is offerings Sats farming on USDe.

You can leverage farm Eigenlayer and EtherFi points as well as Ethena Sats using @MorphoLabs' looping strategies.

A thread on Morpho 🧵👇 @maramemez 🔸 Intro

Morpho is an overcollateralized money market for lending and borrowing ERC20 tokens on EVM chains, with a decentralised, immutable and trustless design.

Morpho is made of 2 distinct layers:
- Morpho Blue (Core Lending Primitive)
- Metamorpho Vaults (Risk Curation)

Tether is entering their end-game... by enabling a real-world, mass adoption use case for $USDt.

And they are using TON to do it.

They will enable private, peer-to-peer, cross-border payments for anyone in the world using Telegram.

A thread on Tether and @ton_blockchain 🧵👇 @maramemez 🔸 Why you should pay attention?

$TON is the only asset among top 50 assets by market cap with a positive performance in April.

Same thing when you look at L1s.
L1s are on average down 30% in April, but $TON is up and in ATH region.

What explains this bullish price action?

Is airdrop farming profitable?

Is it the best thing to do for you?

A systematic framework to think about airdrops.

+ On-chain data-driven insights from past airdrops 🧵👇🏻 @maramemez Airdrop threadooors want to convince you that you can make $1M/year farming airdrops.

It's true that some people make 6 figures per year farming airdrop.

But here is the truth nobody is telling you:

The bull market is bringing some juicy yield opportunities.

Let's explore how Timeless allows you to capitalize on that yield 🧵👇🏻 @Timeless_Fi @Bunni_Pro @maramemez @Bunni_Pro is a liquidity engine for Uniswap. Built by the Timeless team.

Bunni is an advanced “build on” service that can enhance your yield drastically.

The V2 version is going to released soon.

There soon gonna be a new Solana season.

But you might be anxious about bridging on-chain.

That's understandable, considering the number of exploits bridges have experienced in the past.

Here is how Clone solves bridging issues on Solana🧵👇 @CloneProtocol @maramemez Bridging is slow, and the fragmentation of asset liquidity across multiple versions of the same non-native asset is inhibiting the growth of DeFi

Also, liquidity providers need to find the right version of their bridged asset

Bridging has been historically a weak point in DeFi

Narrative report - February 2024

What is the data saying about the market trends and narratives?

Let's find out 🧵 February was a great month for Bitcoin. BTC had a 47% increase in price.

On the other hand, TOTAL3 only did 25%

A clear outperformance by the king.

You farmed that airdrop for months.

Then it turns out you are not eligible.

For one little criteria.
Maybe cause you didn't hold more than 0.005 ETH on your wallet.
So frustrating!

My new dash 'History of Airdrops' will help you maximize your chances for future airdrops 🧵👇🏻 Achieving success in any field requires a thorough understanding of its history.

Goethe famously said:

"He who does not know history is condemned to live it day by day."

Top 10 DeFi threads of the week 🧵 1/ Verkle trees

https://twitter.com/295218901/status/1759365739671412841

Do you want to 10x your portfolio in 2024?

Are you tired of CT influencers shilling scams?

Then you need to build a strong and diversified portfolio adapted to your risk profile.

My new narrative-driven on-chain based Porftolio dashboard will help you.

Let's dive deep! 🧵 Building a good crypto portfolio is an art and a science.

How to add diversification when everything is highly correlated to bitcoin?

How to balance large caps with mid-small caps?

How many assets to hold?

How to minimize drawdowns?

VC investments have been plummeting for 2 years.

But has Q4 brought a change?

Plus, discover a surprising new sector VCs are investing into – and no one's talking about it!

State of Crypto VCs - Q4 🧵 🔸 Long-term Trend 🔸

Compared to last year, total VC investment is down by more than 75%!

All while the number of projects invested remain similar.

Valuations took a hit!

2023 produced few new crypto millionaires.

23 Golden opportunities you missed in 2023.

And 10 tips to not miss the next ones in 2024 🧵 @maramemez 🔸 January 🔸

1/ FET pulled a 10x. That was shortly after ChatGPT went mainstream. Investors realized how huge AI will be in the next decades and most AI tokens did >10x.

2/ Arbitrum season had started and native chain tokens such as Camelot and Radiant did >10x.

Solana tokens are exploding.

Missed $BONK? Don’t miss the next ones.

My new “Solana Shitcoins” dashboard will help you.

Let’s explore 🧵👇🏻 🔸 Is it Solana season?

Looking at the trading volume on Solana DEXs gives good clues.

As you can see from the chart below, trading activity on Solana is going parabolic.

The bull market is on the horizon.

Your window to seize the generational wealth opportunity is narrowing.

What tokens should you invest in?

Introducing my new Narrative dashboard, the ultimate tool to find alpha.

Let's dive in 🧵 Discover 30+ narratives like L1s, L2s, LSDs, Memes, AI, Telegram Boots, NFTs, DePIN, and more, all in one dashboard.

I've meticulously curated the best tokens from each narrative to guide your investment decisions.

Let's explore some key charts and metrics.

Top @friendtech accounts have earned more than $10k in just 2 weeks.

But who is earning the most?

I've matched around 200 of the most well-known CT accounts to their FT wallet.

Here is what my new Dune dashboard is revealing 🧵👇🏻 Top (identified) accounts earning the most on FT are:
@cobie @HsakaTrades @0xSisyphus @blknoiz06 @RookieXBT @gainzy222 @inversebrah @zachxbt @icebergy_ @loomdart @0xfoobar
@Tradermayne @CryptoCred @tier10k @ColdBloodshill @Defi_Maestro @ledgerstatus @AlgodTrading

Gamble-Fi has been the best-performing narrative in the last 3 months.

Are all traders pivoting to Web3 Gambling?

Let's explore the data using my new Dune dashboard 🧵👇🏻 Among the 28 narratives listed on my Dune dashboard, Gamble-Fi has been consistently outperforming all others in the last quarter.

Source:
dune.com/cryptokoryo/na…

Ever wondered what caused $BALD's 100x initial rally? Mostly a fresh launch on a new chain (Base).

Remember Solana, Arbitrum, and zkSync summers?

What's on the horizon - Mantle, Base, Starknet?

Follow the liquidity flow with my newly designed Dune dashboard.

Let's explore 🧵 New L1s and L2s are cropping up every few weeks.

However, a chain needs liquidity to really take off.

To attract this liquidity, they offer incentives for protocols to deploy on their chain.

By now, it's clear to all that new DeFi token launches offer the best RR in crypto.

A single year. 10 narratives. Countless opportunities.

From the annals of DeFi, let's explore the top-performing tokens each month of the past year and uncover the reasons behind their exceptional growth.

Plus my tips on narrative trading.

Let's dive in! 🧵👇🏻 I've used CoinMarketCap data and wrote a script to go over the best-performing tokens for each of the last 12 months.

The only filter I used was to exclude tokens with less than $10M in daily volume.

Everyone on CT is talking about $UNIBOT .

But here are 10 CT accounts that were really really early on @TeamUnibot 🧵👇🏻 1/ @0xSisyphus The first mention of Unibot I could find from a large account

https://twitter.com/0xSisyphus/status/1661514718664597504