Token2049 Singapore was buzzing this year.

Signaling the direction the industry is moving towards over the coming months and years.

Five themes took up the bulk of the mindshare.

You need to be paying attention to these trends 🧵⬇️ Token2049 is over; with hundreds of side events plus the main event happening simultaneously, filtering what matters can be daunting.

I attended many events this year, and 5 themes continued to make their appearance throughout.

Here's a brief summary of what you need to know for the remainder of the bull cycle and beyond,

Data is great, but most don't know how to use it to profit.

@tokenterminal Discover Page just launched.

Making data-driven analysis easy and profitable.

Here are 5 key insights I discovered using this new feature and how you can use it to profit while the market is down.

🧵⬇️ Token Terminal is a crypto data analytics platform focused on analytics using fundamental metrics.

This allows you to value protocols and applications using metrics such as:

➜ TVL
➜ Daily Active Users
➜ Price to Sales
➜ Price to Fees
➜ Volume
➜ Revenue per user

Grayscale Research's Q3, 2024 Insight Report just dropped!

They've selected 20 tokens poised to shine next quarter, backed by catalysts and market trends.

Let's dive into their strategic picks. 🧵⬇️ Funded in 2013, Grayscale is a behemoth in the space with over $50 billion in assets under management and responsible for some of crypto's largest funds.

These include GBTC,ETHE and the most recent GSOL

The $JUP airdrop minted millionaires this cycle.

There is a new airdrop focused on the highly sought after GPUs and AI sector on Solana.

They just raised over $30M to build the largest AI computing cloud.

Let's dig into this gem. 🧵⬇️ We've all seen $NVDA +223% meteoric rise this past year, due to the continued demand for GPUs.

This rise has been attributed to continued advancement in AI platforms like SORA, and ChatGPT.

Demand will continue to rise and with that the need for computing networks.

Altcoin season is almost upon us, and it will mint millionaires.

The move will be swift and leave many sidelined.

I've created a list of mid to low caps with upcoming catalysts to position yourself for the next 10x to 100x. 🧵👇 With $BTC pushing toward its previous market cycle high of $69,000, most Altcoins have remained largely unchanged.

I've previously shared the "Path to Alt Season" chart, which helps us understand the current market dynamics and prepare for the eventual rotation.

https://twitter.com/1373788838250876928/status/1732943101248061559

$OSMO is this cycle's beta asset to capitalize on Celestia's and Cosmo's growth

A guide. 🧵⬇️ Osmosis is the most interconnected chain in the Cosmos.

It ranks among the highest in terms of both IBC volume, users, and TVL.

$OSMO, by default, ranks among the strongest barometers of the Cosmos.

Here's how to maximize the use of this asset. 👇

2024 will be the year of @avax. 🔺

With a pipeline of new projects ready to deploy on mainnet.

Here are the top projects to be on the lookout for in 2024. 🧵⬇️ 2023 was an exciting year for the @avax ecosystem.

We saw the return of liquidity, volume, and users. This was driven by a combination of strong BD efforts and exciting project launches.

This year has more exciting project launches and, with this, new opportunities to explore.

It feels illegal to share this on 𝕏.

My top 8 CT Alpha Lists.

Cut through the noise and find alpha at its source.

🧵⬇️ Let's be honest, the 𝕏 algorithm is far from perfect.

Every day, thousands of accounts post free alpha.

Discovering this information early could make all the difference between capitalizing on this bull market or just getting by.

This is why using X lists is a must.

8 Narratives to ride into the 2024 Bull Cycle.

🧵⬇️ It's no secret most crypto traders underperform the market.

Constant over-trading, fomoing, and lack of a consistent plan are all at fault.

Here are the 8 Narratives I will be parking most of my capital in 2024.

Alt season means retail FOMO is here.

This is where the exponential gains are made.

But how do you front-run the FOMO?

You follow these Social Metrics.

🧵⬇️ I've previously highlighted the importance of understanding market cycles.

To understand the Altcoin Season Path, it is crucial to monitor retail interest, which plays a significant role.

I have gathered a collection of data points to help track market cycles.

To 10x your money.

You need 10x the alpha.

Here are 10 Dashboards to level up.

🧵⬇️ 1️⃣ Crypto Buy Signal

Understand market cycles so you can sell the tops and buy the bottoms.

Link: dune.com/cryptokoryo/cr…

$AVAX Airdrop season is coming. 🔺

And it’s going to be MASSIVE.

Here’s how to capitalize on the growth of @avax. 🧵 Over the past 3 months, we've seen a resurgence in Solana's TVL.

As the narrative shifted, more users began to anticipate airdrops from prominent protocols, accelerating the rise of the $SOL token.

This culminated with the $JITO airdrop earning some users 6 figures and more.

A total of 1 billion crypto users are imminent.

And they'll be trading on all-in-one terminals.

A protocol is solving the crypto UX dilemma. 🧵⬇️ The crypto markets are valued at over $1.1 Trillion dollars at the time of this writing.

With thousands of protocols, offering unique services and experiences.

Yet this growth has resulted in an extremely fragmented web3 experience, causing users to juggle multiple apps.

a16z invested in 20 different protocols.

These investments span across different sectors, including DeFi, Infrastructure, Gaming, L3s, and Interoperability.

Here's the complete list of these protocols and how to find them. 🧵⬇️ Andreessen Horowitz ( @a16z ) is a stage-agnostic VC firm with $35 billion of assets under management across multiple funds.

They've backed some of the largest brands in the world and are renowned for understanding where markets are headed.

Here's what they invested in 2023. 👇

The Gaming Revolution is here. 🔺

And it's happening on @avax.

🧵⬇️ The global video game market size was estimated at $217B in 2022 and is expected to grow at a compounded annual growth rate of 12%.

Increased connectivity, higher bandwidth, and online gaming trends are all driving this growth.

The Bull market is upon us.

Don't lose your gains by getting rugged.

10 Crypto Tools you need to use to avoid getting rugged.

Some of these saved me thousands in potential losses. ⬇️ 1. @bubblemaps -

Token allocation visualizations with easy-to-search on-chain data for tokens and NFTs.

Amazing at making sure you aren't buying into a pump and dump.

If you don't understand how early you are, you'll miss out on life-changing gains.

The same will happen if you don't know when to sell.

Use these 5 charts to track the state of the market. 🧵⬇️ 1️⃣ Total DeFi TVL

DeFi now holds $46B of the liquidity in the crypto markets.

This is a drawdown of 74% from the ATHs.

RWAs are the next frontier of crypto.

With the potential to grow 100x larger than any DeFi dApp today.

@Avax has been making significant moves into this space.

Their latest update is preparing them to take market share in the EU RWA space. 🧵⬇️ 1/ Avalanche has been a leader in developing infrastructure and solutions to onboard traditional finance into the crypto space.

The launch of the Evergreen subnet in Q2 allowed institutions such as T. Rowe and Wellington to create a fully customizable KYC/AML subnet.

1/ The Arbitrum Ecosystem is making a comeback!

Despite most alts still below their ATH with $50M in $ARB tokens deployed for incentives.

Buckle up for a significant upside in the months ahead.

Here are 8 protocols to capitalize on this opportunity. 🧵 2/ @arbitrum is a hub for some of the most innovative DeFi protocols today.

During its launch, it shattered records by surpassing Ethereum in daily transactions earlier this year.

Momentum is on the rise once again.

Bear markets present a unique opportunity for early stage alpha hunters.

But how do you stay ahead of the crowd?

Here are 5 essential tools to keep you one step ahead. 🧵⬇️ The crypto markets have dropped to 2021 levels, with much of the hype and liquidity drained from most narratives.

Now is the time to find long-term bets and beat retail before their inevitable return.

Here are 5 tools, along with their NEW features, to help you find alpha.

They say the heart of a blockchain is its community.

One of the strongest communities in crypto is that of @solana.

Recent key announcements make this ecosystem poised to return to its glory and generate asymmetric returns for investors. 🧵🔽 Despite recent events, price capitulation, and performance issues, the @solana ecosystem is thriving.

Full of diehard users and developers dedicated to making this ecosystem blossom once again.

Developments by large entities point to a significant recovery on a large scale.