CEO of @AleaResearch
Delivering objective insights to give you a decisive edge in crypto.
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Jan 31 • 15 tweets • 3 min read
MegaETH lost to OG Labs' paid votes on Kaito Connect today. But will paying for a Yapper Leaderboard matter 6 months from now?
Meanwhile, MegaETH delivers: 1ms blocks (100x faster than Solana), 100k TPS, and tech that makes other L2s look like dial-up internet.
Here's how🧵 2/ Most L2s are coping. Adding more layers, fragmenting liquidity, breaking composability.
MegaETH's solution: "We're making blockchains as responsive as your iPhone." No more waiting 12 seconds for txns.
Jan 22 • 15 tweets • 3 min read
$ARC is quietly building the most adopted open-source AI agent framework, second only to ai16z.
While the market started to focus back on memecoins, this Rust-based infrastructure play has been steadily gaining mindshare.
Here's why you should look into @arcdotfun $ARC: 2/ Arc's Rig framework lets developers create lightweight AI agents that can understand context and take actions across chains.
Think of it as the foundation other AI projects are built on.
Jun 20, 2023 • 16 tweets • 3 min read
1/ People ask me all the time how I manage to make money consistently in both up and down markets.
Most people in crypto are long only, all the time, and that has been a disaster over the last 18 months.
2/ Explaining my process is a much longer conversation than we can have in a thread, however I am going to attempt to explain some of it with a specific example from the last few days.
Jun 9, 2023 • 13 tweets • 3 min read
1/ I am excited to announce that over @ReveloIntel we have launched our "Analysts Insights' product and you can sample some reports for FREE.
2/ Our Notes & Breakdowns are ‘raw data’ in a sense, as they do not provide analysis or offer an opinion. We firmly believe that starting from a foundation of facts is imperative before embarking on the journey of analysis and opinion.
May 23, 2023 • 14 tweets • 3 min read
1/ Relative valuations in crypto is an area where I see lots of people get into trouble.
Here is how I like to think about it...
Consider the following tokens and their marketcaps :
$XRP - 24bn
$ADA - 13bn
$DOGE - 10bn
2/ Most look at those numbers, and when comparing the market cap to their favourite L1, established infrastructure project or DEX doing billions in volume, they are perplexed to the point where it keeps them awake at night.
Apr 18, 2022 • 6 tweets • 3 min read
Adding more risk to the Fantom portfolio this morning by :