On speculative bubbles and why AI and Memes are the only narrative that matters in this bull cycle

👇
0/7 Let's first take a look at the state of altcoins.

Despite VC fundraising barely reaching 2021 levels, a flurry of new projects have popped up seemingly engineered with the same predatory tokenomics and similar narratives.

1/7

17 Verticals in the Crypto x AI space (with tokens)
-----------------------------------

1. Agentic AI $FET $OLAS

2. Decentralized AI networks $TAO $DEAI

3. Coprocessors $POND $PHA

4. Decentralized compute $RNDR $AKT $AIOZ $NMT

5. Generative AI $IMGN $BOTTO $ENQAI $PALM 6. AI companions $LUSH $AI

7. Data layer for AI $AR $NEAR (Not sure)

8. AI <> Human verification $NUMS $WLD

9. AI security $FORTA

10. AI hedge funds $NMR

11. AI powered search engine $IQ

12. AI x Gaming $PRIME $GMRX

13. AI powered software development $AGRS $GLQ

. @jump_ pumped $INJ 60x, $SEI 10x

What are they going to pump next?

I analyzed over 82 of their crypto investments to find 3 of the best undervalued projects they are invested in.

👇
0/7 1. $PORT3

@Port3Network aims to be the social data layer for crypto with it's two products:

1. BQL (Blockchain Quest Language which translates text instructions to onchain workflows)

2. @soquest_xyz task platform acting as the social data acquisition layer (>2m users)

2/7

There's a project that's gone completely unnoticed that:

- Generates more fees 💵 than $SNX, $SOL, $BASE
- Increased TVL by 491% 📈 this year
- Price to fees of just 1.56x 💹

Their token only has an Market cap of $45m 🤯

Which project is this?
👇
1/10 $MCB @muxprotocol has seen the most drastic improvement in stats across the board just this week alone!

🔷 142% increase in 7D Vol 📊
🔷 77% increase in 24 hr Vol 💲
🔷 30% rise in 24 hr Protocol Fees 💴

But what is @muxprotocol and what led to this increase in fees?

2/10

@DuneAnalytics Lesson #1:

How to analyze @ethereum transactions with @DuneAnalytics

In this lesson we learn how to analyze simple @ethereum transaction data in less than 3 minutes

👇
0/10 Please ensure you have logged in and have a @DuneAnalytics account. now that that's done open a new tab at and follow along to this tutorial!

1/10dune.com/browse/dashboa…

I've seen hundreds of perp dex forks in the past year.

But none of them has been particularly innovative at all in solving directional exposure

@Aark_Digital 's novel LP model changes that
👇
0/10 🔗 Single Asset LP 🛡️

@Aark_Digital enables users to participate in single asset LP $BTC, $ETH, and stablecoins etc. This is similar to other perp DEXs allowing LP with stablecoins (e.g., $DAI for gTrade) or baskets. However, @Aark_Digital offers a unique advantage. 🔄

1/10

$UNIBOT went from $15 to $42 in just 3 days 📈

Which are the wallets that got in early and are they worth copying?

I use @DuneAnalytics and @ArkhamIntel to help you find out!

👇
0/5 It's interesting that the 2 top holders by profit of $UNIBOT made net losses >100k

0xbE3 Profit $131k (cost basis $15)

0x1BB Profit $154k (Cost basis $22)

You can observe that uptick in profit from $UNIBOT towards the end as they made some profit 🔍

1/5

Presenting Mochi's @pendle_fi thesis and why @pendle_fi is positioned to be a Blue-Chip DeFi protocol to take over LSD-fi and beyond✨

👇
0/7 The LSD-fi industry is set to explode with a total $17b Market to capture and only $460m TVL utilized.

Many protocols are built around LSD-fi with zero borrow rate CDPs , self repaying loans etc. Aside from $crvUSD, LSD CDPs are similar and forkable from @LiquityProtocol

1/7

Perp traders like @GCRClassic and @HsakaTrades make millions regardless of bull or bear market conditions.

Here's a tool i created for you to monitor top trader positions on @GMX_IO and copy their trades!

👇
0/5 Step 1: Enter t (Current time) - number of hours you'd like to track perp positions for. i.e. If you'd like to track perp positions for the past 5 hrs enter 5

1/5

The Metaverse is a narrative understood even by companies like @Apple

This new metaverse project focused on #realyield just launched on @arbitrum

Whats this protocol? Let's find out!

👇
0/7 Disclosure: This is a sponsored thread by @Chibi_Fi please DYOR 🙏

1/7

This whale 🐳 :
1️⃣ Made $6m since 2021
2️⃣ Never roundtripped their profits from the 2020 bull run
3️⃣ Made $3m from a 200x in the last 2 months

Who is this S tier whale and should you copy him?

Let's find out
👇
0/5 Wallet behavior
- Takes profit constantly and doesn't ever hold greedily 🤔
- Right here you can observe that they entered $PEPE (chart below) early with $8k USD ($1.1m total profit) but always DCA out
- Gambles with memecoins frequently (usually in single digit thousands)

1/5

Which Perp dex is:
- Used by Leverage traders like @Rewkang
- Aggregates liquidity across all perps
- Price to Fees of 3.78x?

Enter @muxprotocol

👇
0/8 @muxprotocol has been experiencing a rapid growth in fees from merely $3k in March to consistently over $20k in Fees even during this bear market.

But why do traders use @muxprotocol and is this fee growth organic?

1/8

Huge red days make for generational 100x entries 😯

Here's what's inside my portfolio and what i aim to buy in this dip
👇
0/11 Keep in mind that I'm extremely bullish on these two narratives:
- AI
- LSDfi
- NFTfi
My portfolio picks will be based on tokens that fall within these categories or have strong fundamentals

1/11

$TIG went from $0.6 to $10 (16.7x) in just 5 days!)

Now its back to $5.50 with new major upgrades

What's going on with $TIG? Let's find out!

👇
0/10 @TigrisTrades is a perp dex that offers 500x leverage and already has more than 20 pairs in crypto, forex and commodities.

Their fees stagnated for much of early 2023. however, they now make 7 day moving average of over $1k in daily fees. What changed about @TigrisTrades ?

1/10

Whale watching 🐳 is a super power that can make you your first $100k but you need to do it right ✅

Here's the complete 3 step system ⚙️ I use to watch whales effectively
👇
0/6 Step 1: Initial Screening 📝

The 1st step is to find wallets to copy. One of the easiest methods to do this is to use my "shitcoin whale watcher" on @DuneAnalytics

Just enter the address of a coin that ran up recently i.e. $UNIBOT and you can spot whales that got in early

1/6

In just 3 months of launching, this protocol is:
- Already on track to made 31B in DEX volume 📊
- Projected to earn $7m fees annually 💵
- Doesn't have a token 🤔

What is this protocol?

Let's find out
👇
0/11 @mavprotocol has had consistent month over month volume and fee growth since Shanghai, with it's highest volume and fee generation from LST pools such as $wstETH - $ETH and $ETH - $USDC pools

1/11

Token unlocks 🔒 can send your position 📈 2 - 3x or - 70% overnight

If you don't track Token unlocks, your portfolio is NGMI 😨

Mochi did the work to compile all the important token unlocks in the month of June for you. BOOKMARK THIS.

👇
0/10 1️⃣ @Aptos_Network

$27.2m worth of $APT will be unlocked on June 12

Current MC: 1.20B

Unlock as a % of Current MC --> 2.26%

1/10

Do you know which Perp dex:

- Raised $8m from VCs Including @BinanceLabs
- Achieved $500m Trading vol since launching V2
- 3x TVL since Jan?

Enter @ApolloX_Finance
👇
0/8 Disclosure: this is a sponsored thread by @ApolloX_Finance but Mochi is found @ApolloX_Finance numbers really interesting and feel like its under the radar

1/8

To make outsized gains you need outsized alpha 🎯

Billion dollar Crypto funds get insider alpha way before anyone else on CT 👀

Here's a tool I created for you to track all their movements live to not miss anything they buy

👇
0/5 Select t - (number of days you'd like to track VCs for). The default is 14 so VC movements are tracked for the past 14 days

1/5

$TIG made a 14x in 4 days going from $0.7 to $10 📈

Who are the one's who found $TIG early and what are they buying now 🤔 ?

Let's find out
👇
0/6 Let's first zoom in on 1 day accumulation. Across the board almost everyone bought more. With 4 top wallets that made over $10k in profit accumulating over $20k worth of $TIG

1/6

LPing on dexes in general is a huge hassle with most data suggesting that it's statistically unprofitable

@artichoke_fi aims to change the entire LP game with single sided LP on ANY dex

How are they going to do it?
👇
0/9 Disclosure: This thread is sponsored by @artichoke_fi but Mochi genuinely finds them interesting

1/9