Crypto Stream Profile picture
Hit me up with Altcoin Alpha. Protect yourself with the GoPlus Wallet Plugin: https://t.co/67FKH4oLeZ (Backed by Binance)
7 subscribers
Dec 22 β€’ 12 tweets β€’ 4 min read
🧡I researched Agents with strong upcoming catalysts for you πŸ‘‡

β€’ #AI16z -> Tokenomics
β€’ $ARC -> Agent LP
β€’ $ZODS -> V2 + expand Early Access
β€’ $FXN -> Version 2 upgrade

(includes catalyst, ETA & significance) Image The goal of the post below is to collect agent projects with a strong catalyst in one place.

If you find this helpful I appreciate a like/repost on the first post above.

Not financial advice.
Dec 19 β€’ 10 tweets β€’ 4 min read
🧡I researched Agents to pick up in this dip, here are the most exciting projectsπŸ‘‡

Projects I cover in this thread:

β€’ #AI16z
β€’ #ZEREBRO
β€’ $ARC
β€’ $AIXBT
β€’ #GRIFFAIN
β€’ $GRIFT
β€’ $ZODS
β€’ $ALCH Image #AI16z | @ai16zdao

Catalyst: Binance Listing Rumors

Traction: Most advanced agent repo

Team: Fully Doxxed/DAO/Foundation

Token Use-case: No Use Case

Risk: Competitors gaining traction

Valuation: $750m

Discount: Down 23% from ATH Image
Dec 14 β€’ 12 tweets β€’ 6 min read
🧡 My thoughts about popular AI projects going into next week. πŸ‘‡

Covering: Fundamentals, TA, and Catalysts for the following projects:

β€’ #AI16z
β€’ $ALCH
β€’ $ARC
β€’ $REALIS
β€’ $JAIL
β€’ $FARM

& a few more like $BULLY etc. Image Hey would be awesome if you could like/repost the post above to push it in the algorithm.

Would make my day! :)
Dec 12 β€’ 6 tweets β€’ 2 min read
[Updated] - These are the most exciting projects in the Agent Narrative right now:

Memes:

β€’ $GOAT
β€’ #Fartcoin
β€’ $MANA (new launch)

Frameworks:

β€’ #VIRTUAL
β€’ #AI16z
β€’ #Zerebro
β€’ $ARC (new launch)

Infrastructure:

β€’ #GRIFFAIN
β€’ #VVAIFU
β€’ $EMP
β€’ $HAT
β€’ $REALIS (new launch)
β€’ $FXN (new launch)

Others:

β€’ $ALCH
β€’ $JAIL (new launch)

Community Favorites:

$VOYAGE
$OUTER
$KWEEN
$QGG
$BINARY

Some projects with an interesting use case explained (no particular order) πŸ‘‡Image Why I like $REALIS:

Realis builds a 3D environment to observe agents, which reminds me of the initial Discord servers that got people excited.

Also, I believe many of your favorite Agents will participate in this project.

This brings me to the conclusion that we are not even close to the attention peak that $REALIS will generate.

I'm a trader who trades attention.
Nov 23 β€’ 4 tweets β€’ 2 min read
Okay, here is the current landscape of Agents

Ticker | Valuation | % Share

β€’ $Goat - $973.5m | 23.61%
β€’ #Virutals - $540.6m | 13.11%
β€’ #Zerebro - $456.3m | 11.07%
β€’ $Act - $451.3m | 10.95%
β€’ $Bully - $354.3m | 8.59%
β€’ #Fartcoin - $311.6m | 7.56%
β€’ #AI16z - $232.7m | 5.64%
β€’ $Chaos - $79.5m | 1.93%
β€’ #Project89 - $66.1m | 1.60%
β€’ $Ava - $63.1m | 1.53%
β€’ #Memesai - $47.7m | 1.16%
β€’ $AVB - $45.4m | 1.10%
β€’ $Lum - $45.0m | 1.09%
β€’ #AIXBT - $44.2m | 1.07%
β€’ $Luna - $42.5m | 1.03%
β€’ $Lola - $37.0m | 0.90%
β€’ $Eliza - $36.1m | 0.88%
β€’ $Fatha - $34.3m | 0.83%
β€’ #Opaium - $30.6m | 0.74%
β€’ #Pippin - $30.5m | 0.74%
β€’ #Neroboss - $26.2m | 0.64%
β€’ $Flower - $25.4m | 0.62%
β€’ #Griffain - $21.6m | 0.52%
β€’ #Shegen - $16.9m | 0.41%
β€’ $Opus - $15.5m | 0.38%
β€’ $Serv - $11.0m | 0.27%
β€’ $Gnon - $9.6m | 0.23%
β€’ $Arata - $9.6m | 0.23%
β€’ $olaris - $9.1m | 0.22%
β€’ $Rex - $8.6m | 0.21%
β€’ $AIKO - $8.6m | 0.21%
β€’ #Kween - $8.6m | 0.21%
β€’ $Vader - $7.3m | 0.18%
β€’ $Zara - $5.7m | 0.14%
β€’ $Mist - $5.3m | 0.13%
β€’ #Vvaifu - $4.7m | 0.11%
β€’ $Kira - $4.4m | 0.11%
β€’ $BTCH - $2.5m | 0.06%

Total Valuation: $4,122.8m | 100%

I'll update you on important changes in the coming days.

(follow to not miss that) Next steps for me:

I will try to understand each of these projects on a deeper level, so I understand which one has potential and which one is likely to fail.
Oct 24 β€’ 8 tweets β€’ 4 min read
The 6 hyped AI Agent Altcoins explained in an easy-to-understand way:

You see $GOAT, $LUNA, or $ACT on the timeline but don't understand which is a memecoin which is an AI Agent?

This post is for you.

🧡Here's the story behind each of them πŸ‘‡ Image 1 - $GOAT - Memecoin:

The first memecoin that's associated with Truth Terminal an AI that posts on X.

An unknown entity launched $GOAT after Truth Terminal introduced the concept of "Goatseus Maximus".

(Screenshot: @truth_terminal) Image
Oct 21 β€’ 14 tweets β€’ 5 min read
12 visually stunning insights into the crypto markets from @CoinMarketCap's data report:

🧡 Here's What Stood Out in Q3 This Year πŸ‘‡ Image 1 - We close a bumpy Q3 that could be best described as a roller coaster when looking at the price performance.

At the same time, we look forward to a hopefully more positive Q4.

That's at least what the data suggests. Image
Jun 11 β€’ 14 tweets β€’ 5 min read
Amazon built a data center next to a f*cking nuclear reactor!

They need this to POWER their AI models.

Can you imagine how many GPUs they need to TRAIN those models?

🧡 Let's talk about the BIGGEST trend for the coming 10 years πŸ‘‡Image The global GPU as a service market size was valued at $3.23 billion in 2023 & is projected to grow from $4.31 billion in 2024.

But in 2032 it's expected to reach $49.84 billion in size!

That's more than 10x the current market and that makes it one of the most important trends of the near future.

So how to capitalize on that?Image
Apr 16 β€’ 16 tweets β€’ 5 min read
Only 3 days until the RUNES protocol goes live.

People are hunting for the next 100x project.

I've collected the most promising projects you need to know about.

(8 Runes DeFi projects + Bluechip NFT collections) 🧡 Image 1/ What is Runes and why is it relevant:

RUNES is a new token standard on Bitcoin.

My thesis is that the combined marketcap of Runes tokens will be higher than the combined valuation of BRC-20 tokens.

The reason for this is simple:
Feb 15 β€’ 15 tweets β€’ 5 min read
LSD Finance will print millionaires this year.

(Especially after the Eigenlayer airdrop)

Let me show you why @zarosfi is the perfect intersection between LSTs, LRTs, and Perpetuals: Image Liquid Staking has grown to become the largest sector in DeFi.

Around 40% of TVL is now locked away via Staking.

Projects that utilize LSDs are superior to others.

That's why I'm very bullish on LSD Finance. Image
Jan 15 β€’ 18 tweets β€’ 5 min read
$INJ is the strongest crypto token!

It grew by 2399.4% in the last 365 days.

But the growth is far from being over!

The Injective Ecosystem is only starting now.

Here is *COMPLETE* guide to the @Injective_ ecosystem. Image In this post: Everything you need to know to get started on Injective.

First, Bookmark it, I'm sure you want to come back later to this when the ecosystem projects are launching.

While you are at it:

You can also click the like button if you want to do me a favor! :)
Jan 11 β€’ 20 tweets β€’ 6 min read
Projects supported by @LadyofCrypto1 & @MacnBTC always do well:

β†’ $STEPN β†’ 29x
β†’ $ACE β†’ 30x
β†’ $SOL β†’ 10x (nailed bottom)

They finally made a new call, so here is your FULL guide on their next MOON project: 🧡Image This thread contains everything you need to know about @SatoshiVM:

- What is SatoshiVM
- Why is it so good
- Detailed Testnet guide

Make sure to Bookmark this, so you don't miss the information. Image
Dec 29, 2023 β€’ 12 tweets β€’ 5 min read
I finally farmed the Wormhole airdrop!

(Some say it will be bigger than the Layer Zero airdrop)

Here is how you can farm it as well πŸ‘‡ Image Why farm the Wormhole airdrop:

Wormhole is one of the largest DeFi players & they raised $225 million at a valuation of $2.5B.

We know that VCs are paid in tokens.

The token is basically confirmed, an airdrop is likely making this one of the most lucrative airdrops to farm. Image
Dec 10, 2023 β€’ 15 tweets β€’ 5 min read
The gaming bullrun will mint new millionaires.

Our best chance is with projects where we can be early!

Here is my list of 5 upcoming projects that don't have a token yet. Image At the peak of the 2021 bull run the three largest gaming projects had a combined marketcap of over $20B.

But the new shiny projects of today, have market caps of less than $100m.

In my opinion, gaming is one of the easiest sectors to find 10-100x altcoins. Image
Nov 25, 2023 β€’ 10 tweets β€’ 3 min read
Rollbit Investment Deep Dive:

$RLB is officially the best-performing token this year.

It grew over 19000% & is now a Top 100 coin.

But can it go even higher?

I made the analysis Image The basics:

Rollbit is one of the largest casinos in crypto & their platform offers:

β€’ Casino Games
β€’ Sports betting
β€’ Crypto Futures

This might not sound special, but:
Nov 23, 2023 β€’ 13 tweets β€’ 4 min read
Rollbit vs. WINR:

GambleFI is one of the hottest narratives.

In fact, $RLB is the best-performing token this year (+78x YTD).

Will WINR follow Rollbit into Valhallah?

I made the analysis πŸ‘‡ Image The basics:

The two projects look similar because both are gambling coins.

β€’ RLB on Ethereum
β€’ WINR on Arbitrum

However, there is a fundamental difference between the two projects:
Nov 22, 2023 β€’ 10 tweets β€’ 4 min read
How to buy tokens that aren't listed on Binance:

So you started your crypto journey.

Now you want to buy altcoins that aren't listed on exchanges.

But you don't know how that works.

Don't worry, I got you.

Here is a practical beginner guide on how to buy tokens from a DEX. Image Congratulations!

You just started your crypto journey!

The timing is great because we all expect a massive uptrend in the coming 2 years.

It's a great time to accumulate.

Some of the best tokens aren't listed on exchanges yet.

So let me show you how you can buy them πŸ‘‡
Nov 21, 2023 β€’ 13 tweets β€’ 4 min read
Shrapnel Investment Deep Dive:

Shrapnel is the most anticipated GameFi project in 2023.

Yet the marketcap seems relatively small.

Is Shrpanel a great investment for the bullrun? Image Shrapnel gets hype & there is good reason for that.

It's the first AAA, fully moddable, NFT-based first-person shooter.

All items are NFT:

- Find loot
- Create Skins
- Design maps

Then list them on the marketplace & sell them.

is this the game we all waited for? Image
Nov 20, 2023 β€’ 15 tweets β€’ 5 min read
Illuvium vs. Shrapnel - Is Shrapnel the Illuvium of this cycle?

Illuvium, one of the most hyped coins of the last cycle & did 70x at the peak.

Shrapnel, currently gaining traction.

Will Shrapnel be the Illuvium of this cycle?

I did the research & compared the projectsπŸ‘‡ Image Illuvium - The basics:

@illuviumio is the first AAA blockchain game & it reminds me of Pokemon.

Two main features:

1) Open world to fight, & catch Illuviuls, which are represented as NFTs.

2) Auto-battler, strategically build your team to beat opponents in battle Image
Nov 16, 2023 β€’ 12 tweets β€’ 4 min read
Kujira vs. Injective:

Two of the most hyped coins this cycle.

But how do they compare & which one has more potential?

I made the analysis πŸ‘‡ Image The basics:

Both projects are Layer-1 chains built with the Cosmos SDK.

Injective offers out-of-the-box modules for developers & is optimized for DeFi + interoperability.

Kujira has a focus on easy-to-use tools that empower retail & sustainable products with real yield. Image
Nov 13, 2023 β€’ 9 tweets β€’ 3 min read
We researched 73 altcoins this weekend.

Not all of them were great...

But we learned a lot about upcoming narratives!

Here is a summary of our learnings and the 5 best altcoins from our research πŸ‘‡

- Image Upcoming narratives:

Tokens from the following categories outperformed the rest:

β€’ BRC-20
β€’ Gaming Tokens
β€’ Solana Ecosystem

The AVAX ecosystem seems to be heating up as well.