Louround 🥂 Profile picture
Building @thales_ai | Partner @ai16zdao 🥂 Co-founder of @redactedres 🀄️ & @steak_studio 🥩
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Jun 12, 2024 17 tweets 6 min read
While Solana and Ethereum are making headlines, @Aptos, the chain chosen by @OndoFinance and @BlackRock, is gaining traction in the shadow.

Aptos summer is around the corner.

A thread on why the TVL, volume, and activity are skyrocketing 🧵 Image Many seem to be fading Move-based chains, especially Aptos, the ecosystem has seen rapid growth recently, with many bullish developments.

Let's have a comprehensive presentation on Aptos and how you can leverage the upcoming catalysts 👀
Mar 20, 2024 19 tweets 5 min read
I found the undervalued Lido of Bitcoin …

Mega Thread 🧵 Image While the markets have been evolving and rotating at an extremely rapid pace, some projects stayed consistent over the years and market phases.

This requires strong business development, innovation, and revenue streams.
Jan 26, 2024 12 tweets 4 min read
We all know that the highest returns are made with unreleased projects in their early phases.

Here are my top 6 unreleased projects that have the potential to 20-100x in 2024 and the upcoming bull run 🥂 Image There are many exciting projects building at the moment since it's the pre-bull run season while some are still lagging with bear market valuations 🥂

It's important to focus and follow high conviction plays as some could literally change your life.

Here are mines ↓
Jan 4, 2024 22 tweets 8 min read
Eigen Layer will be the biggest narrative of 2024 🥂

If you missed out on LSDfi, L1, and L2 narratives, you still have a chance to catch the Restaking.

Here are 16 important Restaking projects building on top of Eigen Layer for 2024 👇🧵 Image Ethereum moving from PoW to PoS has led to a completely different dynamic, introducing Liquid Staking Derivatives, a $30B market.

The leader, @LidoFinance, offers the possibility to deposit ETH and get a liquid version of it called $stETH.
Dec 8, 2023 19 tweets 5 min read
Uniswap’s concept of updating DEXes via hooks inspired many projects with new ideas, however, the surprise fee hike led users to seek alternatives 👀

One project stands out by already providing hooks (V4) and powering major DEXs

And it has the potential to outshine Uniswap 🧵 Image We all use DEXs in our day-to-day activities.

Most of us have a preferred one, whether because of the UI, UX, or the features it provides.

When we think about it, most DEXs lack significant features that are scattered throughout the market.
Dec 6, 2023 19 tweets 5 min read
There are more than 3 billion gamers in the world, while only a fraction are in the crypto industry.

A project is leveraging one of the biggest platforms and communities to bring gamers to crypto (200M+ monthly users)

And they're growing at an extremely fast pace 🧵 Image We've all heard about the GameFi narrative. Many projects tried to leverage it during the past bull run but failed.

Even though most had interesting features, they lacked one crucial aspect: the users.
Dec 1, 2023 15 tweets 4 min read
The Omnichain narrative is a $30B+ market

While traditional trading bots are exploding, the first Layer Zero powered TG bot is having its TGE today at $341k market cap.

Will it take the market lead?

I researched everything about @OmniBotX's upcoming TGE so you don't have to 🧵 Image Let's kickstart this first episode of The Launch Of The Day, with the planning 👇

1. Overview
2. Team
3. Tokenomics
4. TGE
5. Fees and revenue model
6. Roadmap
7. Competitors
8. Conclusion - Thoughts
Nov 16, 2023 18 tweets 5 min read
Your ability to create wealth will be based on your ability to filter information

Filtering twitter noise is the easiest way to 10x your efficiency, alpha and gains🥂

After spending 2 year + on twitter, I created 9 lists filled with 96 chads that I read everyday (steal them) 🧵 Image Twitter is the best place to find crypto alphas and knowledge, however, you easily get lost scrolling for hours on pointless content.

The good news is that Twitter lists can solve this problem if created properly.

Here are the lists I have been building for the past 2 years ⬇️
Nov 12, 2023 20 tweets 6 min read
In the midst of this bullish wave, let's take a trip down some of the best moments of this bear market

From lows to lower lows, it's time for some nostalgia ✨

I'll go first ⬇️ Image Starting with the unfamous Steady Lads when the Luna ecosystem was imploding ✦
Aug 21, 2023 19 tweets 5 min read
The LPDfi narrative is currently flying under the radar whilst it's for me the most promising innovation since LSDfi.

Want to discover a hidden gem before the narrative takes off?

A 🧵 Image What’s LPDfi you may ask?

Well, it’s Liquidity Providing Derivatives describing projects using Uniswap V3 LP positions to build products and strategies on top of it (options, perps, derivatives…)



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Aug 16, 2023 26 tweets 6 min read
The L2 landscape is expanding at a crazy pace 🤯

If you’re an investor, you’re certainly looking to position early in those ecosystems, as it’s the best way to find future gems and 100x

But how to choose the right one? Let me give you my strategy 🧵 Image As a first point, it’s important to visualize the available liquidity as a whole and understand that this mass is currently non-flexible as we barely have new entrants.

This is seen through the actual TVL, ranging around $85B (in blue) and the stablecoin market cap (in red).

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Aug 14, 2023 19 tweets 5 min read
Decentralized stablecoins will shape the future of the industry 👀

While some are damaging the existing foundations, others are innovating and implementing cutting-edge concepts to enhance resilience and scalability.

Everything you need to know about @AngleProtocol V2 🧵 Image By being an overcollateralized stablecoin, agEUR requires a variety of backing assets to ensure its resilience toward black swan events

The V1 included many stable collaterals, which was a nice basket of assets, granting stability & diversification



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Aug 4, 2023 25 tweets 6 min read
You heard of GMX traders getting liquidated for tens of millions during highly volatile periods.

What if you could leverage trade without any liquidation risk?

This is not a dream and here is how @goodentrylabs allows you to catch the falling knife without loss risk 🧵 Image 100s of millions of $ are liquidated every year in cryptos, benefiting liquidators by taking fees to process the orders

Liquidations also provide liquidity to large actors, allowing them to enter into a position

This is well resumed by this interview


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Aug 3, 2023 19 tweets 5 min read
I’m done with Metamask.

I can’t believe the user interface and experience they provide will onboard the next 1 billion users

In my quest to find the next gen of wallets, I found one that stands out from the crowd 🧵 Image I always preached for crypto mass adoption, we’ve seen the disaster caused by centralized exchanges and we’re finding ways to protect new entrants by incentivizing self custody.

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Jul 11, 2023 24 tweets 7 min read
Why I believe $BTC will reach between $100K - $200K and $ETH $16K - $34K in the next bull run.

A 🧵 … In the crypto industry, history often repeats itself.

The most famous one is the bull run periods caused by the BTC halvings.

Here is a graph that shows the previous bull run periods in function of halvings 👇

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Jun 28, 2023 23 tweets 5 min read
* 101 Crypto Security *

A comprehensive thread on how to protect your assets from hacks.

Let me share with you what I learned in 6 years of cryptos 🥂 Crypto is a fantastic technology allowing people to get control over their assets, leading to more freedom.

However, this comes at a cost where people are responsible for their assets and can’t rely on third parties for security.

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Jun 23, 2023 31 tweets 7 min read
The bull market is back? 🥂

Here are 100+ tools for crypto research and alphas that you must bookmark!

The ultimate Web 3 data thread 🧵 1️⃣ Trading

@laevitas1 - Derivatives, options funding tracking and exchange flows
@tradingview - Technical analysis
@coinglass_com - TA tools required to analyze tokens (greed, funding, order books,..)
@kingfisher_btc - Live orders and liquidation prices
Jun 16, 2023 11 tweets 9 min read
Blackrock fills application for a crypto ETF while the SEC is taking everyone to the court 🤔

I will use this market manipulation to continue accumulating coins with upcoming catalysts and strong fundamentals.

Here are 5 low caps I am accumulating 🧵 Image Before aping in low cap coins it’s always wise to check how the supply is distributed among holders.

A few persons holding a major part of the supply can induce high risks of dump.

To do so, I will use @bubblemaps 🫡
Jun 13, 2023 10 tweets 8 min read
Every Twitter user agrees to say it’s THE place to find crypto Alphas.

However, it’s impossible to keep up with all the content shared 🤯

Here are 5 new Notion pages that gathered the alphas FOR YOU 🥂 Image 1⃣ @Darrenlautf

Probably the most accomplished Notion page.

You're able to find everything about DeFi, research, concepts, case study and more.

Highly recommended to get a look at the content gathered from Twitter threads.

thedailyape.notion.site/DeFi-5a69bfce6… Image
Jun 11, 2023 9 tweets 5 min read
Notion pages are goldmines ⛏️

An astronomical quantity of crypto knowledge and alphas are stored there for FREE!

Here are 5 pages you must bookmark 🧵 Image 1⃣ @The_Babylonians

One of the most comprehensive notion pages where you can find absolutely everything about cryptos, strategies, tools and narratives.

I highly recommend joining their TG channel.

thebabylonians.notion.site/thebabylonians… Image
Jun 9, 2023 16 tweets 9 min read
The ETF market is worth more than $6T, allowing anyone to get exposure to his favorite sector.

But crypto makes it complex to follow a narrative due to the quantity of tokens you have to monitor 🫤

This is set to change and let me show you how... 🧵 Image Cryptos are all about adoption, and if new entrants struggle to get exposed to the market, it will remain a PVP market.

ETFs did an amazing job in traditional finance to transform complex portfolio management into a super easy process.

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