Viktor DeFi πŸ›‘πŸ¦‡πŸ”Š Profile picture
Uncovering DeFi Narratives πŸ’Ž
Alpha Summaries  Profile picture spacexdragon Profile picture Roy Hartmann-Cook Profile picture gerπŸ¦‡πŸ”Š .lens Profile picture Paulie Profile picture 13 subscribed
Jan 16 β€’ 18 tweets β€’ 4 min read
The blockchain data market is growing at an alarming rate.

Projected to exceed a cap of $100B by 2030, yet with many shortcomings.

Introducing a new protocol that aims to become the ultimate data layer for web3 with thrilling innovationπŸ§΅πŸ‘‡ Image As the blockchain data industry evolves, there's a growing need for real-time, multi-chain data access.

Soon, it'll get to a level where its demand will outstrip supply since a few providers are addressing this. Image
Dec 2, 2023 β€’ 11 tweets β€’ 3 min read
1/ The intersection of DePIN and AI has been a top-performing narrative lately.

If you're not paying attention already, the time is now.

Here are some of the largest gainers in the AI-DePIN category 🧡 Image 2/ As said before, betting on projects building at the intersection of two promising narratives is a cheat code.

Never seen better leverage in this current market landscape for easily making 10 to 100x.

Nov 24, 2023 β€’ 16 tweets β€’ 4 min read
DePIN is arguably the most underrated narrative.

With about $8B in cumulative TVL, this narrative has a bunch of gems that could easily print 100x in the bull market.

Here's a 360% view of DePINs, and how best to position 🧡 Image Firstly, DePIN is an acronym for Decentralized Physical Infrastructure Networks.

DePIN heralds a paradigm shift from centralized-owned infrastructural networks to community-owned ones, incentivizing participants toward creating a decentralized future.
Nov 10, 2023 β€’ 11 tweets β€’ 3 min read
Nothing beats first-movers advantage in crypto.

People have made 10-100x by being early to a token or narrative before it starts trending.

Here's a thesis on $OGV, and how you can position for it 🧡 Image Firstly, $OGV is the governance and value accrual token for $OUSD and $OETH - both of which are tokens of @OriginProtocol.

$OUSD - Origin dollar: yield-bearing stablecoin

$OETH - Origin Ether: LSDfi token

Now, let's get to it.
Sep 19, 2023 β€’ 19 tweets β€’ 4 min read
The Interoperable cross-chain narrative is a sleeping giant!

Beyond curtailing security risks, it will revolutionize how we interact with chains.

Here's how @synonymfinance is heralding a new era of cross-chain credit money markets leveraging Wormhole 🧡 Image In this thread, I'll cover:

β€’ Overview of cross-chain narrative
β€’ Intro to @synonymfinance
β€’ Architecture/tech
β€’ Tokenomics
β€’ Roadmap

Let's dive!
Sep 18, 2023 β€’ 16 tweets β€’ 4 min read
2024 might be the biggest year in crypto yet.

But it's only the well-positioned that will make generational wealth.

You don't need a $20k course to prepare: here are some FREE resources to help you position.

RT & Bookmark β†“πŸ§΅ Image It's no news that 2024 might herald the biggest bull run in crypto. The handwriting is clearly on the wall.

Here are some pointers to it:

β€’ Bitcoin Halving
β€’ BTC & ETH spot ETF approvals
β€’ Resurgence of Chinese narrative (TOKEN2049 clarified this)
Sep 5, 2023 β€’ 14 tweets β€’ 3 min read
The TVL of RWA protocols morphed from $100M to $1.2B in 2023.

With the many developments underway, it's showing no signs of slowing down.

Here's how Creditcoin intends to front-run the next wave of RWA with its upcoming mainnet + airdrop πŸ§΅πŸ‘‡ Image The steady growth of the RWA narrative is a testament to market demand.

Creditcoin is championing the next phase of RWA via its 2.0+ mainnet launch. Image
Aug 14, 2023 β€’ 19 tweets β€’ 5 min read
The next wave of crypto AI narrative will be disruptive!

With the level of attention and investment rounds pouring in, most AI-powered projects could easily moon in the upcoming bull market.

A 360% view of the crypto AI narrative, & how to be early 🧡 Image In my opinion, AI and Crypto are the most disruptive technologies of the 21stt century.

Traditionally, AI has been existing for decades, gradually transforming healthcare, retail, transportation, manufacturing, and serveral other industries.
Aug 8, 2023 β€’ 17 tweets β€’ 5 min read
1/ CDP platforms are a game-changer in defi.

With about $8.856b in TVL, they are well-positioned to outperform in the bull run.

Here's a new 0-interest CDP protocol that is disrupting the CDP game (and they launched TODAY) 🧡 Image 2/ The CDP narratives are fast-rising and will soon flip bridges to become the 5th biggest category in DeFi.

The best thing about CDP platforms is that they also ride on the LSDfi and decentralized stablecoins narrative. Image
Jul 27, 2023 β€’ 11 tweets β€’ 3 min read
The best way to make 100x gains in crypto is to discover tokens before they trend on X.

That way, you can ape-in early and relax while others pump your bags.

Here's a FREE AI-Powered crypto tool that lets you discover promising tokens before they explode 🧡 Image @KyberNetwork recently launched KyberAI (still in beta) - an AI tool for uncovering promising tokens and trading insights.

The tool empowers users with key insights required to make informed trading decisions.
Jul 24, 2023 β€’ 13 tweets β€’ 3 min read
The RWA revolution has begun!

From securities to treasuries to real estate - everything will eventually be tokenized.

Here's how you can position for massive rewards from the @landxfinance incentive programπŸ‘‡πŸ§΅ Image LandX is a perpetual commodities vaults protocol connecting crypto investors with real-world farmers needing funding.

Catch up with the overview of LandX in the attached thread.

Jul 20, 2023 β€’ 14 tweets β€’ 4 min read
Timing is very essential in crypto.

People made up to 500% by spotting $BITCOIN & $UNIBOT early.

Here's how to find early alpha like a pro hunter using @Blockpour
πŸ§΅πŸ‘‡ Image Knowing how to use on-chain analytic tools gives you an unfair advantage.

It's like a trained army officer with an automatic rifle. The officer will definitely out-win a novice officer with the same rifle.

Now, let's get down to it.
Jun 13, 2023 β€’ 18 tweets β€’ 7 min read
The $CRV flywheel is waxing stronger with lots of interesting plays.

If you ain't paying attention, you might be left out.

Today, I'll uncover $CVG - a governance aggregator on the Curve ecosystem with 100x potential πŸ§΅πŸ‘‡ Image Ready? Let's dive.

@Convergence_fi is an innovative Convex-like layer that aggregates governance and redistributes yields to it's stakers.

That said, the project aims at ensuring capital efficiency of its underlying protocols, while protecting the interest of its participants.
Jun 8, 2023 β€’ 18 tweets β€’ 6 min read
Crypto is not for the weak.

Train yourself to become smart, or you'll get rekt'ed

Here are the 5 Mental Models that'll put you ahead of the 99% in Crypto🧡 Image First, wtf are mental models?

Mental models are constructs of how we perceive and understand the world.

As Steve Jobs would say, it's a way of connecting the dots - frameworks that allow us to systemize complex decision-making processes better.
Jun 2, 2023 β€’ 19 tweets β€’ 5 min read
Aggregators like Google & Microsoft currently seats on trillions of dollars of equity.

Luckily, we are seeing an emergence of innovative blockchain aggregators.

Here's how @Instadapp aims to be the ultimate aggregation layer in DeFi 🧡 Image In this thread, I'll cover the following:

- Overview
- Tech & How it works
- Avocado
- Instadapp Lite
- Tokenomics
- My Opinion
May 29, 2023 β€’ 24 tweets β€’ 11 min read
The LSD Narrative is disrupting the entire DeFi ecosystem.

With about $19.74B in TVL already, one could wonder if it's still wise to ape-in.

Well, let me show you how to double (or triple) your LST yield 🧡 Image Using @Entanglefi, but first, let's know what it means.

Plus I'll be giving out 2O WL for airdrop πŸͺ‚

Be sure to read to the end, comment, and RT to qualify.
May 28, 2023 β€’ 7 tweets β€’ 3 min read
Each week, I spend tons of hours on research.

Here are 5 free crypto resources I found that will teach you more than a college degree.

Bookmark & RT 🧡 1. On-Chain Investigations Tools List

@officer_cia

github.com/OffcierCia/On-…
May 27, 2023 β€’ 9 tweets β€’ 3 min read
The traditional casino market is worth around $6.95B

Imagine having a fraction of that amount on-chain with superior infra.

Say no more! Here's a game-changing on-chain casino with 100x potential πŸ‘‡πŸΌπŸ§΅ From the stables of @MetavaultTRADE, allow me to introduce @0xBets.

0xBets is a decentralized, provably fair on-chain casino built on Arbitrum and Polygon. Image
May 25, 2023 β€’ 8 tweets β€’ 3 min read
Crypto rewards active participants.

And, testnets is one of the easiest ways to get massively rewarded in crypto!

Here's a simple guide on interacting with @VenomFoundation testnet to be eligible for an airdrop πŸͺ‚ The Venom blockchain uses the Byzantium Fault Tolerance consensus algorithm for block creation, validation, and the security of the network.

With this, Venom is able to process 100,000+ tps, at an average of <$0.0002.
May 23, 2023 β€’ 15 tweets β€’ 9 min read
10 Fast-emerging Projects on my radar with strong catalyst (Part 1) πŸ§΅πŸ‘‡

Bookmark & RT. Image In this thread, I'll discuss some projects on my radar and why they're cool.

This is not the complete list, so I'll also do other subsequent threads on it.

With that out of the way, let's shoot (in no particular order)
May 21, 2023 β€’ 7 tweets β€’ 2 min read
In crypto, anyday could be your lucky day.

But being early to a narrative allows you to create your luck.

🧡 Here's 5 promising narratives I've covered recently: 1. Liquid Staking Derivatives (LSDs)