CFC St. Moritz Digital Assets Summit is happening today in the Swiss Alps and I'll be covering it on the ground for you all who are cozy at home on this chilly winter week.

Follow along this thread for the best takeaways and conversations of the week.

I'm pretty stoked. This is a three day conference with a ton of heavy hitters.

The WEF has an event here in a few days time, the famous 'Davos' so it’s very ritzy and luxurious. Personally, I'm more into authenticity than flaunting but I'm sure we'll see a ton of it.

Getting on the shuttle over there shortly! Im going to make a point to meet as many people as I can even though I don’t have a ticket (it was impossible to get).

Hey @TrustlessState can you please provide a transparent answer to what the hell just transpired in that last 24 hours with this?

Rumor has it Bankless has a ton of allocations, is up 1400x on them, has provided zero real value creation and is grifting from less educated people.

https://twitter.com/aicceleratedao/status/1877362656585331050

From what I’ve heard:

- Bankless has gotten ejaaz on their weekly show for *checks notes* less than a month

- Received multiple large allocations which are now worth millions

- Contributed very little to the actual “DAO” in any meaningful way which would have real world impact

- Is likely going to dump on unsuspecting retail (or already has)

Someone has some explaining to do. After the endless shilling of undisclosed bags, they fixed it and made things public. After the Bankless DAO, I gave them another chance. After this??? Who knows man.

The Future of Rollups Panel at Scale Summit moderated by @yuan_han_li

Featuring:
@nemothenoone of @nil_foundation
@_bfarmer of @0xPolygon
@GuthL of @StarkWareLtd / @Starknet
@gluk64 of @the_matter_labs / @zksync

Live panel recap, let’s go! 👇 @yuan_han_li @nemothenoone @nil_foundation @_bfarmer @0xPolygon @GuthL @StarkWareLtd @Starknet @gluk64 @the_matter_labs @zksync The first question from Yuan is about the right way to scale blockchains.

Brendan starts by saying the proper way to scale is horizonally by scaling access to liquidity / shared state.

He says scaling horizontally without composability is the way forward.

Some quick modular math on todays @dymension airdrop:

$TIA launched at ~$2.5FDV with most airdrop recipients receiving 2-3x what their initial allocation due to people not claiming

Its now trading $13B FDV, 2 months post airdrop

$DYM total supply is also 1B, I expect them to launch around $1 so about $1B FDV in a few weeks

Lets say you got 500 tokens, I expect you to end up with at least 1000+ when its all said and done as many people will not claim

$TIA went straight 6x post-launch, why can't $DYM pull a nice 3-4x and sit pretty around 3-5B FDV?

As $TIA is the leader of the modular sector, it will rise and bring everything up with it. Imo, holding this airdrop like with $TIA will be the best bet for future rewards and as the modular sector grows and $TIA moves towards $50B FDV, all tokens will rise with it.

Bold Prediction: $DYM trades over $10B one day. Soon. @dymension Why should you care about Dymension?

Here's my writeup recap from a few months ago:

https://twitter.com/ayyyeandy/status/1714677971368206423

gm fam!

The modular thesis is playing out, have a read for some of my recent writings as to *why* I’m so damn bullish on this vertical 👇

https://twitter.com/nosleepjon/status/1734382151104151587

My altVM thesis, specifically @movementlabsxyz:

https://twitter.com/ayyyeandy/status/1729576157480173670?s=46&t=_MQ9DlC6gb3nobui_E2_0A

𝐇𝐨𝐰 𝐭𝐨 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐰𝐚𝐯𝐞 𝐨𝐟 𝐜𝐫𝐲𝐩𝐭𝐨 𝐚𝐝𝐨𝐩𝐭𝐢𝐨𝐧 𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐜𝐨𝐮𝐫𝐬𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐭𝐰𝐨 𝐲𝐞𝐚𝐫𝐬 𝐰𝐢𝐭𝐡 𝐚 𝐟𝐨𝐜𝐮𝐬 𝐨𝐧 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐯𝐞𝐫𝐭𝐢𝐜𝐚𝐥𝐬:

There are certain niches in crypto which have big capital backing and a very strong, easy-to-understand narrative.

It will be these sectors which will drive narratives and attention by a wide margin.

Lets dive into Part 1 of the top projects from each vertical that I'm particularly bullish on 👇

AI:
@opentensor
@Fetch_ai
@TauLogicAI
@octa_space
@SingularityNET

Gaming:
@playSHRAPNEL
@MonStudiosHQ
@illuviumio
@Immutable
@katanainu
@EpikPrime
@AxieInfinity

RWA:
@FluxDeFi
@zothdotio
@landxfinance
@DomaniProtocol
@ClearpoolFin
@maplefinance
@realio_network

Modular Blockchains:
@CelestiaOrg
@fuel_network
@movementlabsxyz
@union_build
@AvailProject
@cartesiproject
@fluentxyz
@eigen_da
@EspressoSys
@Hyperlane_xyz Part 2:

zk Tech:
@PolyhedraZK
@0xPolygonMiden
@nil_foundation
@lagrangedev
@zkLink_Official
@zkBob_
@AleoHQ
@namada
@grvt_io

Privacy:
@Aleph__Zero
@OasisProtocol
@zephyr_org
@atorprotocol

L2s:
@zksync
@MantaNetwork
@optimismFND
@arbitrum
@Starknet
@Scroll_ZKP
@modenetwork
@LineaBuild
@LightLinkChain
@MetisDAO

Restaking:
@eigenlayer
@swellnetworkio
@Genesis_LRT
@stakefish
@OriginDeFi
@RestakingCloud
@stakewise_io
@staderlabs

𝐇𝐨𝐰 𝐭𝐨 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐮𝐩𝐜𝐨𝐦𝐢𝐧𝐠 𝐌𝐨𝐝𝐮𝐥𝐚𝐫 𝐁𝐥𝐨𝐜𝐤𝐜𝐡𝐚𝐢𝐧 𝐞𝐱𝐩𝐥𝐨𝐬𝐢𝐨𝐧 𝐢𝐧 𝐟𝐢𝐯𝐞 𝐦𝐢𝐧𝐮𝐭𝐞𝐬:

I have the utmost conviction that building a 'Modular Blockchain Portfolio' is one of the best ways to capitalize on this upcoming bull cycle.

Lets start with the tiered approach at each level in the stack 👇

Settlement Layers:

@ethereum
@solana
@avax
@Injective_
@cosmos

Data Availability:

@CelestiaOrg
@AvailProject
@eigenlayer
@NEARProtocol

Virtual Machines (VMs):

@movementlabsxyz
@cartesiproject
@fluentxyz
@TalusFND
@fuel_network
@solana
@NervosNetwork
@dymension

Shared Sequencing:

@EspressoSys
@nodekitorg
@radius_xyz
@AstriaOrg
@MadaraStarknet

Interop:

@AcrossProtocol
@squidrouter
@wormholecrypto
@LayerZero_Labs
@ConnextNetwork
@PolyhedraZK

zk:

@lagrangedev
@union_build
@nil_foundation
@RiscZero

RaaS:

@gelatonetwork
@alt_layer
@conduitxyz
@Calderaxyz

Now that you know some of the major players in this niche, the easiest thing is to follow them and stay up to date with their announcements and launches.

There are tons of tokenless protocols in here, who after Celestia's killer launch, will be looking to mimic a similar strategy.

I'm extremely bullish on many of these protocols here which fit my modular thesis.

I expect huge retroactive rewards for tokenless protocols, and high upside and valuations as the modular narrative continues to thrive.

Modularism, not maximalism. 🧱 Modular Explosion Part 2:

Data Availability:
@arbitrum nova

VMs:
@aztecnetwork

Interop:
@Hyperlane_xyz
@Polymer_Labs
@OmniFDN

L2s:
@LayerN_Official

zk:
@0xPolygonMiden
@MarlinProtocol

Binance recently announced that they will be building atop the Optimism stack in the form of opBNB 👀

Another major move in the right direction in favor of rollups!

In today's thread I'll recap this news, why its important, and some insights on projects building on opBNB🧵 What I'll cover in this thread:

🟨 The epic rise of Binance Smart Chain since 2020
🟨 Why opBNB is incredibly bullish for Optimism and Binance
🟨 A look at the current state of activity on opBNB testnet
🟨 Where @GrizzlyFi aims to fit in

Lets dive in 👇

Liquidity mining is DEAD!

Advanced DeFi teams are rapidly solving the "something for nothing" problem of farming gov tokens then taking a big 💩 DegenSpartan style

One specific team is trailblazing a new, sustainable DeFi reward model that can be very lucrative for you 🧵 What I'll cover in this thread:

🟪 Where the previous LM programs have gone wrong
🟪 Why @tapioca_dao twAML is far ahead of its time
🟪 How to provide liquidity & earn sustainable yields & potential 🪂 strategy
🟪 Great data resources

You're going to want to finish this👇

DeFi transactions will NEVER be the same after 'intents' become the norm

Imagine if you had the ability to "talk" to the blockchain to conduct a series of transactions just by expressing a desire to do so 🤯

Gone are the days of endless clicking and slow waiting times... 🧵 Intents have recently became popular in the realm of @Starknet & Account Abstraction...thanks to @p_e for educating me on these in our recent podcast below👇

But what really is an intent? And how will they change the DeFi space?

https://twitter.com/ayyyeandy/status/1666845645997584400?s=20

There is a unique, innovative DEX project that is under the radar, but slowly becoming the go-to hub for LSDFi Summer!

It has the possibility to be a massive unicorn in the next bull cycle 🦄

Lets dive into how you participate in the ongoing $18.7B+ fueled LST narrative 🧵 What I'll cover in this thread:

🟪 What the current LST landscape is composed of
🟪 Where @mavprotocol fits in now
🟪 How to provide liquidity & earn juicy yields
🟪 Interview with founder @Bob_Baxley & $MAV token
🟪 Great data resources to watch

You don't want to miss this 👇

I spent HUNDREDS of hours in 2018-2019 learning direct response marketing and copywriting then went on to generate 7-figs of revenue for clients in the online marketing space

I'll share some of my learnings today for aspiring content creators, threadoors, and business owners 🧵 First things first, HOOKS are very important...notice the one I used above.

Some tips for hooks:

1. Use a bold claim or disprove a common belief
2. Stories are powerful and keep people interested
3. Always include curiosity provoking text
4. Show a transformation (before/after)

What if you had free access to a game-changing AI data tool to track the hottest tokens and onchain market flows in crypto?

Say goodbye to digging through Etherscan for alpha👋

Let's dive into the details of how you can take advantage and add this tool to your quiver 🧵 In todays thread I will be introducing KyberAI Beta and its various features meant to help you gain a significant edge in DeFi.

⚠️CAUTION: Your strategy may never be the same again...Keep reading for the alpha👇

Kinda wanna start a NFT fund

Lol, imagine the LPs for something like that…pure risk-on Also zero competition right now. Also nfts down -90%

Up until recently, most crypto speculation occurred because of hype and whales pumping small markets, leading the average retail investor to struggle to make convicted bets...

But, DeFi protocols changed the game forever.

Here's how to take advantage and find undervalued gems🧵 It all starts with data. Data is your edge. Its your friend, your best friend.

Start by grabbing a free @tokenterminal account at tokenterminal.com

This is going to be your starting point to develop a convicted thesis in a project you like

I was listening to @cburniske on Bankless pod about his idea of choosing the best spot to surf

"Instead of following the crowd, I go where no one is and find my wave there"

This concept largely correlates to being early in crypto & DeFi, heres why its crucial for your success🧵 Many surfers suffer from groupthink, always crowding around the same peak and fighting with eachother for waves, when in reality there's tons of waves away from the crowded spots

Similarly in crypto, investors tend to FOMO on what everyone else is doing, not ideal

Of all the burgeoning DeFi ecosystems, there is a specific one that I'm paying extremely close attention to that has massive potential for growth.

It all has all the elements of success written all over it:

- Speed & security
- Great community
- Talented builders

Time for a 🧵 Before we jump into the alpha, we'll do a little story time...it was July 2022, in the depths of the bear market at ETHCC in Paris. After an amazing conference, there was a small side event: StarkNet CC

Little did I know this conference would spark my interest like none before

After 3 years of investing in DeFi, yield farming, and being on $YFI, $SUSHI, $UNI farms in the first couple of days, I've started to view the DeFi market in a different lens than before (and how you can use this mental model to be early to opportunities)

Here's what I mean...🧵 Back in early 2020, the market was solely focused on Ethereum and gas fees were negligible compared to the expected upside of many of these positions

However, this didn't last forever and the market has since become extremely fragmented and liquidity has evaporated...

Wanna make $1000 this week?

Download FB Pixel helper as a Google Chrome extension

Then, go find businesses that don't have a FB Pixel on their site

Pitch them on $250 upfront + $1k/mo for pixel installation & retargeting page view ads

Easy service and easy close

SEND IT This is actually so easy, I bet someone is gonna come back within 48 hrs and say they closed someone

Will it be you?

The best way to start, grow and scale an online business...

...learning high-income skills, utilizing social media, and helping others.

[A THREAD] First and foremost, you must understand that without valuable skills or value, there is no spot for you in the market

But, if you can bring value and help others

There’s no ceiling on the amount of income you can make online

Here’s how...

How to build a 5-figure/month marketing agency in less than 60 days...

...with little to no prior experience, skills, or clients.

[A THREAD] First and foremost, there are no get rich quick schemes in life

Getting to 5-figures/month with an agency is going to take WORK and a whole lot of it

But its very, very possible

(I was able to do it)

Here's how...