Q4 is set to be a big quarter for crypto:

- FTX users will get $16b in cash
- New rate cuts are coming
- China is printing lots of money
- US Elections are 34 days away

Here are 15 projects with big catalysts in Q4 that I'm closely monitoring🧵 1️⃣ Sonic (prev. Fantom)

Fantom L1 is transitioning to Sonic, with the goal of becoming the fastest EVM chain.

Sonic will:

• enable the network to process 10k TPS with sub-second transaction finality
• introduce a new airdrop campaign
• include the launch of a new token $S

Another feature that stands out is Gas Monetization, which will enable developers on Sonic to earn up to 90% of the fees their apps generate.

Sonic Mainnet is expected to launch in December.

One crypto sector is massively underrated:

DePIN.

DePIN is estimated to reach $3.5T by 2028 and is closely related to AI.

Here's your guide to DePIN (+ top projects I'm watching)👇 In this thread, I'll cover:

• What is DePIN
• Why I'm bullish on DePIN
• Top DePIN projects on my watchlist

My watchlist of potential upcoming token launches in Q2:

• @LayerZero_Labs
• @eigenlayer
• @tfm_com
• @1intro
• @EclipseFND
• @NATIXNetwork
• @DriftProtocol
• @IntentX_
• @zksync
• @AureliusFi
• @swellnetworkio
• @tensor_hq
• @symm_io
• @Parcl

On the infographic down below, you can find a short description of the projects from this list.

Historically, new coins perform way better than old coins during bull markets.

$ALT, $JUP, $FLT, & $ENA are just a few examples of tokens that have recently been launched and are already outperforming.

That's why I think that it's worth keeping an eye on the upcoming token launches.

Here's what you need to know about some of the top projects I mentioned above: @LayerZero_Labs

LayerZero is without a doubt the most popular cross-chain interoperability protocol.

One year after raising $120M in funding at a whopping $3B Valuation, the protocol is finally starting to prepare for its token launch.

As its team confirmed in December '23, the LayerZero token launch will happen in the first half of 2024.

Considering the huge valuation of @wormhole's token, Wormhole being one of the largest LayerZero competitors, I expect LayerZero's token to have a $20b+ valuation at launch.

A new narrative is emerging in DeFi.

Restaking is the fastest-growing crypto sector and it's set to ignite the next ETH bull run.

Your ultimate guide to restaking and the top projects & opportunities in this sector👇 What's restaking all about?

Restaking, a concept pioneered by EigenLayer, unlocks a new level of capital efficiency.

It allows the reuse of staked coins to earn higher yields.

Through Eigenlayer, ETH stakers can secure several services at once in addition to Ethereum L1.

My crypto predictions for 2024🧵 BTC will hit a new ATH

• the BTC Halving is just 109 days away
• interest rate cuts are expected in the next months
• a spot Bitcoin ETF will hopefully be approved soon

Those are just a few of the main reasons why I think that BTC will perform very well next year.

2024 will be a huge year for airdrops.

I curated a list of promising projects with live points programs as those are likely to launch a token soon.

A megathread on my favorite 2 birds 1 stone airdrop strategies👇 Eigenlayer + Kelp

EigenLayer is the first ETH restaking protocol. It attracted >$1b TVL in a few months.

Kelp is the protocol built on top of Eigenlayer behind the most popular liquid restaking token, rsETH.

Both of them launched points programs.

How to qualify for their potential airdrops:

• get some ETH on Ethereum mainnet (in case you don't already have)
• stake it with @LidoFinance / @staderlabs_eth and get stETH or ETHx in return
• go to Kelp and deposit stETH or ETHx in exchange for rsETH

Kelp was created by the founders of @staderlabs, a well-known liquid staking protocol with >$300M TVL.

If you stake your ETH with Stader and then deposit it to Kelp, you'll get extra Eigenlayer points💸

Link to @KelpDAO: kelpdao.xyz/restake/

A new hot narrative is brewing in DeFi.

Telegram bots are surging in popularity, with $UNIBOT being up >200x.

Here's a breakdown of the telegram crypto bots narrative + some gems from this sector🧵 In this thread I'll cover:

• what TG Bots are all about
• the problem that they solve
• most interesting TG Crypto Bots

Let's dive in 🕵🏼

L3s are coming to Ethereum!

• but why are they needed?
• what problem do they solve?
• how does this impact L2s?

Here's everything you must know about the upcoming Ethereum Layer 3s🧵 First of all, to understand how L3s work, let's start with a quick explanation of L2s:

L2s are separate blockchains that inherit the security guarantees of Ethereum.

These blockchains regularly submit bundles of transactions on Ethereum L1 to benefit from its security.

A Megathread on the latest Arbitrum ecosystem developments 👇

(new launches & some hidden alpha💎) @OffchainLabs released tooling to enable building Arbitrum Orbit chains much easier

Orbit is a platform for building and launching L3 chains on top of Arbitrum One & Nova.

At first, this may not seem like a big deal.

But here's the trick:

https://twitter.com/dabit3/status/1671879980425560066

This is to show that Polygon has a great BD team.

In bull runs, making big collaboration announcements is an excellent way to attract retail attention.

If big brands start building on Polygon zkEVM as well, this would likely have a positive impact on driving further adoption. Incentive Programs & Airdrops might be coming🎁

A tweet posted by Polygon Founder hinted at potential rewards for the early users of the new L2.

As we've seen in the case of many L1s during the previous bull run, incentive programs can be very efficient at attracting new users.

https://twitter.com/sandeepnailwal/status/1656262074950094850

Polygon zkEVM is a sleeping giant.

It currently has $40M in TVL, but I believe that it has the potential to surpass $1B in TVL one day.

Here's why & how you can take advantage before it takes off👇 Polygon zkEVM mainnet beta went live in March 2023.

It's an Ethereum L2 ZK scaling solution with EVM equivalence - this means that smart contracts that run on Ethereum L1 can run on Polygon zkEVM as well

Vitalik Buterin himself did the first transaction on the new Layer 2.

Arbitrum is home to many DeFi primitives.

Now that prices are low, huge opportunities await those that pay attention.

Let's take a look at the latest Arbitrum ecosystem innovations & news🧵👇 @arbitrum announced the distribution of its revenue to the DAO

Arbitrum's annualized revenue from transaction fees is currently $11M according to @tokenterminal.

$13M isn't that much for an L2, but it's still a large sum of money that will be managed by the DAO members.

https://twitter.com/arbitrum/status/1656090360119017472

I spent dozens of hours looking for alpha on-chain last month 🔎

In this thread I'll share my top findings:

- fastest-growing protocols
- current trends & narratives
- latest smart money movements

Let's dive in🧵👇 Fastest-growing Protocols📈

1️⃣ @LybraFinanceLSD

$LBR has been killing it lately.

Lybra is the project behind eUSD, an interest-bearing stablecoin backed by LSDs. (stETH)

Its TVL increased from $16M to $160M in 3 weeks🤯

Anyone can borrow $eUSD against $stETH with 0 fees.

Investing in early projects during bear markets is how you can make generational wealth📈

Here are 7 of the most innovative upcoming projects you should pay attention to👇 @SeiNetwork

We've seen a new wave of alt-L1s projects emerging during this bear market.

Among all of them, one of them stood out to me:

Sei Network, a L1 blockchain specialized for trading.

Some of the many features that set Sei apart:

https://twitter.com/0xFinish/status/1657023752784211972

3 less-known crypto research tools I use for finding hot tokens early🧵 1. @Blockpour

A DeFi data analytics platform.

In this thread, I'll talk about its top 2 features I find the most valuable:

➡️ Token analysis

Using the search function, you can find any token.

The key is to search for a token that had a huge run-up in price in the past 7d.

Mastering pumpamentals will give you a major edge in crypto.

A complete guide to pumpamentals (here's how to find tokens that go up a lot)👇 First of all, what are pumpamentals?

In short, pumpamentals are the factors that can drive a fast increase in the price of a token.

While fundamentals refer to the long-term factors that contribute to a token's value, pumpamentals are important for the short-term price action.

1/48 What's the next big thing for DeFi?

I've researched hundreds of roadmaps over the past few weeks to find out.

A megathread on the top 40 projects with the most exciting roadmaps👇 @LidoFinance

The largest liquid staking protocol.

2 months ago, Lido V2 was introduced, with the primary goal of making Lido more decentralized:

• Staking Router -allows anyone to become a node operator

• Withdrawals-enable stETH holders to withdraw their ETH

ETA: mid May

VCs invested billions of dollars in crypto projects over the past 4 months.

I've researched all their investments so you don't have to.

Here are the top projects that raised insane amounts of money in 2023👇 2023 has been tough so far.

With many of the top crypto VCs such as 3AC and Alameda becoming insolvent, the funding amount raised by crypto projects has declined.

But crisis means opportunity.

So let's break down the most interesting projects by the amount of money raised:

The zkSync ecosystem is primed for huge growth.

Now is your chance to be early.

Here are the most innovative projects with great potential coming to zkSync👇 In <30 days after launch, zkSync Era TVL reached $200M TVL.

zkSync also became the 2d top Ethereum L2 by activity - with even more daily transactions than Optimism!

All of this happened with no incentives programs and less than 20 dApps deployed.

Want to find the next 50Xs on Arbitrum?

Follow the smart money - they'll show you the best hidden gems in the ecosystem.

Here are the wallets of three Arbitrum whales who made huge gains in 2023 👇 With Arbitrum DAO starting grants programs soon, the whole ecosystem is poised for growth.

Monitoring the activity of whales that have deep knowledge of the ecosystem can certainly pay off.

That's why I've compiled a list of wallets of Arbitrum degens.

Let's dive in👇

You're not ready for what's to come to the Ethereum ecosystem🔥

Five major catalysts in 2023 that will bring Ethereum and its L2s closer to mass adoption👇 1. @eigenlayer
mainnet launch

Eigenlayer is one of the most innovative projects I've discovered in a while.

It's can be seen as a $ETH re-staking solution.

Using Eigenlayer, Ethereum validators will be able to secure multiple networks/ protocols at the same time.