Why $PENDLE is heading for $20 this Q4

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1/5 @pendle_fi has proven to be a key liquidity bootstrapper for crypto ecosystens

1. >$500m TVL raised in the btcfi eco

2. >$944M in $USDe @ethena_labs alone

3. >$2.49B in total TVL

enabling YT points farming and whales to earn more fixed yield

2/5

https://x.com/tn_pendle/status/1846788274628841625

The largest perp aggregator on @HyperliquidX is launching with:

1. $10M MC

2. >$880M Volume and >4000 users

3. $30m FDV

Here's everything you need to know about $RAGE, the first low FDV high float token launch on @HyperliquidX L1

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1/8 $RAGE tokenomics

- $10m Market Capitalization ($30m FDV)

- 35% public sale (No cliff no vest) 6.5% token airdrop (3 month cliff 3 month vest)

- 13.5% private investors (3 month cliff 21 month vesting)

- 15% Team and 30% Treasury (12 month cliff 24 month vesting)

2/8

Analysis of 10 of the top airdrops this year, ROI, communities (Part 1)

A thread for both builders and farmers

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0/11 1. $JTO @jito_sol

Allocation: 10% (100m) of total 1,000,000,000 supply

Current supply: 121,958,742 tokens

Price performance since inception: 149% from $1.49

High ROI (Most stakers were eligible for tier 1 > 4.9k tokens)

1/11

My price targets for $ETH, projections and expectations ahead of @BlackRock ETF inflows

Alpha
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0/8 1. Comparison with $BTC inflows

Upon $BTC ETF launch, $BTC was heavily sold by @Grayscale with the highest new outflows (close to launch) crossing -$158m.

At this point $BTC suffered an approximate 19% drawdown in price from ETF launch highs of $48k

1/8

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

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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.

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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?
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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 #5:

How to manipulate our queries on ethereum transactions part 2

In this lesson we learn how to use SUM, GROUP BY, date_trunc to analyze @ethereum transactions

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0/8 This is the 5th lesson so if you haven't gone through lesson 4 the link is below :D
1/8

https://twitter.com/defi_mochi/status/1691464786624790529

@DuneAnalytics Lesson #4:

SQL aggregation functions

In this lesson we learn how to use MAX, MIN , COUNT, AVG, SUM to analyze @ethereum transactions

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0/6 This is the 4th lesson so if you haven't gone through the 3rd lesson the link is here!
1/6

https://twitter.com/defi_mochi/status/1684941816414777345

@DuneAnalytics Lesson #3:

SQL Basics with @ethereum transactions

In this lesson we will cover some quick SQL basics using @ethereum transaction tables

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0/9 This is lesson #3 so if you haven't gone through lesson #2 the link is below!

1/9

https://twitter.com/defi_mochi/status/1681672284921303040

@DuneAnalytics Lesson #2:

How to manipulate our queries on ethereum transactions part 1

In this lesson we learn how to analyze @ethereum transaction data using the "Where" clause

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0/12 As this is the second lesson, do go through the first one if you haven't! the link is here


1/12

https://twitter.com/defi_mochi/status/1679135149164994560?s=20

https://twitter.com/defi_mochi/status/1679135149164994560

@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

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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
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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!

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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✨

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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!

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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!

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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
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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

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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
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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