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Revelo Intel
@ReveloIntel
The most comprehensive crypto research platform to generate faster, smarter, and more reliable alpha. Join 10,000+ edge-seeking investors starting at $0 👇
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Dec 7 • 5 tweets • 2 min read
Last week was a big one for majors - $BTC hit $100K, and $ETH was able to touch the $4K mark.

We're also heading into the final weeks of the year, which could spark some volatility in the two largest crypto assets.

So how did ETFs perform this week? Last week saw spot Bitcoin ETFs net outflows of around $135M.

This was significant, as it marked the first time that $ETH ETFs flows were greater than those of $BTC.

This trend reversed this time around, with inflows totaling a massive $2.7B during $BTC's $100K week. Image
Dec 3 • 10 tweets • 2 min read
It's the final month of the year, with time ticking for $BTC to hit the $100K mark before EOY.

Recently, some crypto natives have been surprised by the tokens outperforming.

And to many's surprise last week, $ETH ETFs actually flipped $BTC ETFs in net inflows... 🧵👇 In the third week of November, spot Bitcoin ETFs saw inflows totaling $3.36 billion.

Last week, however, the trend reversed, with net outflows of around $135M.

The majority of these outflows occurred on November 25th, coinciding with a 5% pullback in Bitcoin’s price. Image
Nov 28 • 16 tweets • 3 min read
$VIRTUAL has just passed the $1B valuation mark.

AI mania and a rotation to @base has created a perfect storm for the @virtuals_io ecosystem.

We've covered Virtuals Protocol extensively, as it is one of the leading Agentic AI protocols in crypto currently...Image Virtuals Protocol was one of the earliest entrants into the Base ecosystem, where it quickly positioned itself as the co-ownership layer for AI agents, blurring the lines between gaming, entertainment & economic opportunity. Image
Nov 26 • 25 tweets • 5 min read
The markets have pulled back, perhaps presenting some interesting buying opportunities.

Each weekend, we present our premium members with our market insights and observations.

Here's some tokens we're watching🧵 👇 $ENA

$ENA performed well last week.

Its strong price action suggests further potential upside, supported by recent developments and growing adoption.

Sentiment around $ENA remains stable and positive, aligning with its price momentum. Image
Nov 21 • 17 tweets • 4 min read
1/ ai16z is building financial infrastructure for autonomous on-chain AI agents - but recent drama around $ELIZA has sparked major market movements.

Let's dive into what ai16z is building, the recent drama and the future of ai16z🧵 Image 2/ ai16z is building the world's first AI-powered venture capital firm. Not just a fund - but autonomous AI agents that analyze, invest, and actively manage a growing portfolio. Image
Nov 19 • 18 tweets • 3 min read
The AI agent narrative has been hit with some drama & token dilution.

Meanwhile, the DeSci narrative continues to gain traction.

At the intersection of memes/speculation & DeSci lies @pumpdotscience, the pump .fun of DeSci. .@pumpdotscience has a specific goal; identify drugs that can increase longevity.

This is done through a specific process that allows for speed, which we’ll get into later.
Nov 11 • 4 tweets • 2 min read
$META is up ~28% as the entire market rips upward.

@MetaDAOProject is the first implementation of Futarchy; using betting markets to make governance decisions.

We've covered MetaDAO & Futarchy extensively, & now we've made our Industry Intel report available for all 👇 Image Unlock exclusive insights.

Access our comprehensive Industry Intel report on @MetaDAOProject for free below 👇
revelointel.com/industry-intel…
Nov 10 • 25 tweets • 6 min read
Tokens across the board are ripping as $BTC hit $81K+ and $ETH finally found it's footing.

Each weekend, we brief our premium members on some of the narratives, trends, & projects we think deserve attention.

Here's some of the token's we're watching 🧵👇 $ENA

Since November 5, $ENA has been one of the top performers, with its price rising over 50%. Image
Oct 29 • 18 tweets • 5 min read
As $BTC pushes toward ATHs, we're seeing a slew of macro news.

Yesterday we mentioned this week is shaping up to be a green one - now we're a hair away from $72K.

Let's unpack some crucial macro news from today & the previous week 🧵👇 During the Asia session, we saw some more concrete info on a potential 10 trillion yuan stimulus package out of China. Image
Oct 24 • 8 tweets • 2 min read
After @stripe's $1.1B acquisition of @bridge, more eyes are on stablecoins.

But what exactly is Bridge?

We covered Bridge last month - it provides stablecoin infrastructure that businesses can integrate in order to begin sending and accepting onchain currency transfers. Crypto natives think of crosschain transfers when they hear the word bridge - Bridge (@stablecoin) platform instead focuses on cross-border transfers. Image
Oct 22 • 5 tweets • 1 min read
$SOL has yet to hit an ATH this cycle - but it has against $ETH.

Despite a perceived consensus around Solana’s validity and some upcoming unlocks, $SOL price continues to fare better than $ETH. This cycle, we’ve seen Ethereum and Cosmos seemingly lose mindshare, as new use cases, including memecoin trading, DePIN & more, increasingly make their way to @solana.
Oct 16 • 11 tweets • 3 min read
Most think that in its current state GPS is good enough for daily tasks.

But industries like agriculture, drones, & autonomous vehicles need 100x more accuracy.

That’s where @GEODNET_ comes in—solving real-world problems using crypto 🧵👇 Image Crypto is often known for its clunky UX and adoption hurdles, but when it comes to coordinating physical resources at scale, its efficiency is unparalleled.

DePIN needs blockchain. Image
Oct 10 • 16 tweets • 4 min read
Big announcement from @Uniswap🦄 :

Uniswap is launching UniChain, a new Layer-2 solution built on the OP Stack!

Let's dive into what @unichain is and how this is bullish for $UNI. 🧵

2/ UniChain is part of the Optimism superchain ecosystem and is designed to be a liquidity hub and home for DeFi activity, optimized specifically for Uniswap's needs. Image
Oct 7 • 11 tweets • 4 min read
The days of huge speculative premiums on tokens disassociated from real-world utility are coming to an end...

DePIN isn’t just another hype cycle, and $HNT is paving the way for sustainable growth 🧵 👇 Image Helium has evolved significantly from the early days. It is no longer a project that you can passively farm to realize a profit.

It has become a DePIN Hub, already hosting infrastructure for industries like IoT, telecom, and energy. Image
Oct 3 • 24 tweets • 4 min read
dYdX is sunsetting v3 on Ethereum this month to focus entirely on their appchain.

From sub-second trading to permissionless listings, MegaVault, and potential $DYDX buybacks. Let's dive into dYdX's latest updates🧵 dYdX v3 processed over $1T in trading volume, but it had limitations.

The centralized matching engine and Ethereum's constraints were holding back dYdX's vision for a high-performance trading platform.
Oct 3 • 9 tweets • 2 min read
Grayscale $AAVE Trust - now available for investors.

$AAVE has regained some popularity this year, with some market participants revisiting OG DeFi names.

Moves like this can help $AAVE to cement its status as a token representing the greater DeFi landscape... If you read our weekly market update thread, where we go over some tokens we're watching this week, you'll have noticed $AAVE was excluded.
Oct 2 • 9 tweets • 3 min read
The AI narrative isn't going anywhere - but how to express this trade in crypto?

Our top pick remains $TAO. But having some amount of diversity is important for a narrative as wide as AI, so we also like $NEAR & $AR for AI exposure... $TAO has cooled off in the past 7D, down 10%, though still up nearly 60% in the past 14D. Image
Sep 30 • 23 tweets • 6 min read
With almost $70 billion in lifetime volume, @THORChain allows seamless cross-chain asset exchanges by enabling direct swaps of native Layer 1 assets.

This is all done on a decentralized, non-custodial, and trustless platform🧵👇 Image Traditionally, CEXs enabled cross-chain transfers but they come with custody risks and transparency issues.

Blockchain bridges offer a decentralized alternative, but face challenges like security flaws, centralization, and reliance on "wrapped" tokens.
Sep 27 • 25 tweets • 8 min read
The bulls are in full force this week.

Whether it's Gold, Chinese stocks, or Crypto, we're seeing a global asset rally.

With this in mind, it's of upmost importance to cling to outperformers to maximize gains during these periods.

Here are some tokens we have our eyes on🧵👇Image $ENA

@ethena_labs launched the new stablecoin ($UStb), fully backed by Blackrock's BUIDL in partnership with Securitize.
Sep 22 • 25 tweets • 6 min read
Each weekend, we brief our premium members on our current market outlook.

This past week was a big one, with multiple conferences and rate cuts, which many are interpreting as a reignition of a bullish phase.

Here's some of what we covered 👇 Image Bullish News

The important implication of lower rates off-chain means that DeFi rates become more attractive.

There are a lot of conservative investors passively lending or staking to earn yield on their holdings & this capital base can increase as T-Bills yield come lower.
Sep 3 • 7 tweets • 2 min read
Each weekend, we brief our premium members on our current thoughts on the markets & tokens we're monitoring; one such token is $AAVE.

We covered @aave a lot last month and for good reason; the protocol saw a lot of mindshare increase amidst rising interest in DeFi. The $AAVE token has actually held up better than most (+8%, 24H), and more importantly, perhaps, has continued to receive high praise and increased mindshare from key figures in the space.