Berachain is a mysterious project.

99% of Crypto Twitter has no clue about what they really want to build.

My unfiltered thoughts on Berachain 🧵 DeFi is facing an endless liquidity problem..

New protocols often struggle to attract liquidity, resulting in many new primitives failing and ultimately becoming a ghosted town.

How to find the next 100x memecoin using Onchain Data.

The Alpha 99.99% of people have no idea about 🧵 just pay your full attention for 3 mins, you gonna end up knowing the process to find the next 100x memecoins real quick.

LFG 🔥👇

Top 10 Crypto Narratives to Watch out for in 2024-25

My Unfiltered Thoughts 🧵 Market Trends Ahead

No Funding Rate Cut cut until June , No clarity on when the FED will resume funding cut again.

"Futures traders have reduced bets on how much the Federal Reserve will cut rates this year to the lowest level since October" - @Reuters

.. and that's concerning.

We built Alpha Screener, which can help you find the right alpha within 10 minutes.

Its trending on DUNE right now.

A Step by Step Guide 🧵 Alpha Screener is launched by @dyorcryptoapp, an on-chain data analytics platform that is building data dashboards and models for the next generation of crypto investors.

The platform is currently in the invite-only stage. Here is the referral code you could use: FfihWVRCpe.

In the bull cycle, you'll always find some laggards.

Once these laggards find the right catalyst, along with narrative alignment, they will blow up.

Let me share a methodology to identify those laggards that are ready to blow up 🧵 In a bull market, not every coin will go up all at once.

They take their own time, they need the right narrative alignment, and they require the right catalyst to trigger the crazy price action.

"Attention is all you need".

That particular research paper changed the future of modern AI.

In this thread, I'm going to deep dive into Transformers and the future of AI 🧵 12 June 2017

8 Google engineers published a research paper called "Attention is All You Need."

In that research paper, they discussed a neural network that changed the future of modern AI.

People are calling $AVAX an undervalued coin but the fees is down by -94.22% in Past 60D.

The Onchain Truth 🧵 people started calling every single coin as undervalued when they see some sort of growth in TVL Metrics, they don't check what timeframe? they've no clue about what other demand they should look at? and they miss the supply inflation completely.

I think i found the next Bittensor?

A Deep Dive 🧵 Before we uncover the alpha, let's learn about the foundational tech behind this project.

Fully homomorphic encryption (FHE) 👇

Oracles could become the most rewarding Crypto Narrative if you cook your alphas right.

The Cookbook 🧵 ChainLink dominance is down like 18% in past 3 years.

Other players emerged, and they kept taking market away from ChainLink.

ChainLink is doing great overall, but they're lacking somewhere at innovation on data oracles.

Bitcoin ordinals are running hard along with Bitcoin Some of them like Nat Cats are up like 18x in 3 weeks.

Deep Dive into The Next Big Thing in Ordinals 🧵 In the last bull cycle we had a mega rally of Etehreum NFTs.

Those NFTs were basically unique IDs on Ethereum with a reference to image metadata which usually stored on @pinatacloud that point of time.

Basically we were trading shit on name of rarity, immutability, and ownership.

The Solana ecosystem is getting ready to explode.

Token extensions are here - permissioned tokens on a permissionless network.

Solana devs gonna cook hard.

ELI5 on token extensions + CookBook 🧵 WTF is a Token Extension?

Token Extension is the new generation of SPL token standard.

They allow devs to build custom token functionalities like confidential transactions, transfer hooks, metadata, and many more.

In the past bull cycle, Meta ignited the bull run of Metaverse coins.

In the current bull cycle, Elon could ignite the bull run of SocialFi Coins.

Let's deep dive into a SocialFi Alpha today 🧵 Twitter was a social media app; X is not.

Social media is being used as a distribution layer for X - The Super App in the making.

Elon is building a global version of "WeChat" where he will introduce many features like payments, a web3 wallet, DeFi, dating, etc., in the future.

AI coins are going to run HARD in this bull run.

The whole category will be flooded with 100+ AI coins in the next few months.

90% of them won't sustain for long.

So, you need to find those 10% that could help you make 100X ROI.

The framework to find The Next Big AI Coin 🧵 AI is a technology that will disrupt almost every industry, including web3.

So, one side of the use case for AI is building tools and applications that could help crypto folks make more money.

That side of things is yet to be explored, so it's an area to which you should pay close attention.

Bitcoin block space demand is at its peak.

Bitcoin needs to be scaled to serve the future demand.

20+ teams are building different Bitcoin scaling solutions.

Today, we'll deep dive into the top 10 Bitcoin L2s you should know about. 🧵 This is my 3rd thread on Bitcoin Scaling. In the past two threads,

I've discussed different Bitcoin Scaling approaches and Bitcoin Zk Rollups.

You should read them before we jump into the list of projects.

https://x.com/hmalviya9/status/1751219621087322565?s=20

https://x.com/hmalviya9/status/1748288891940167978?s=20

ZkML - The Next Big Narrative in AI

It's bit complex to understand for many.

I'll break down it for you in the simplest way possible 🧵 1/ What is ZkML?

ZkML = ZkP + ML

ZKP = Zero Knowledge Proofs
ML = Machine Learning

ZkML = Zero Knowledge Machine Learning

Meaning, using ZKP on machine learning models to generate output without revealing the sensitive data used in the training process while ensuring the correctness of computation.

Liquid Restaking TVL grew from $20M to $2.6B in 6 weeks.

The majority of people have no clue about the use of these LRTs.

We're just greedy for rewards, ignoring risks blindly.

A deep dive into the crazy world of LRTs today

+ Underfarmed Airdrop ALPHA 🧵 Ethereum Restaking

You can stake ETH on platforms like Lido, Mantle, RocketPool, and earn up to a 7% annual yield on ETH as of now.

Liquid staking provides you with a representative token of your staked ETH, which you can use in a liquid manner within different DeFi strategies.

OEV - Oracle Extractable Value

You might have heard this term in recent times.

Let's explore more about it and understand what it means, and how The OEV Network could save millions of dollars for DeFi protocols.

🧵 1/ What is OEV?

Data Oracles have latency problem even if its micros seconds in some cases, thats usually being exploited by searchers in the similar way they exploit MEV from Blockchain transactions.

Please read my last thread for the brief on OEV.

https://x.com/hmalviya9/status/1749414990581538829?s=20

Data Protocols are the Backbone of the Web3 Industry.

I think it's super important to build a foundational understanding around these protocols and their future potential.

In this thread, we're going to have a deep dive into Data Protocols using an analogy + Some Alpha 🧵 Let me use an analogy to explain the concept of Decentralized Data Protocols.

Just imagine for a moment that you're still in the '90s, and you run a popular CD/DVD rental shop in your town.

And You're experiencing a high demand for action movie titles these days.

Web3 is a fragmented landscape of isolated networks, each having its own set of rules.

Without a Unified Liquidity Layer, we can't reach Mass Adoption.

Let's deep dive into Aggregated Blockchains - a new paradigm made possible by @0xPolygonLabs 's ZK technology.

🧵 If you're looking to understand what could potentially make Web3 successful, then you need to find out what actually worked for Web2, which helped it become a mainstream success.

Since every emerging technology goes through an evolution phase, Web2 also evolved with time.

Are ZK Rollups on Bitcoin Even Possible?

I'm pretty sure most of you are looking for answers to this burning question.

I'm going to explain everything you need to know about the Possibilities of ZK Rollups on Bitcoin in this thread below.

Don't Miss 🧵 This is my second long thread on Bitcoin L2. I've explained various Bitcoin off-chain scaling solutions in my previous thread.

You should also read that to build more understanding about this topic.

https://x.com/hmalviya9/status/1748288891940167978?s=20

The Mantle Season is around the corner.

Next week, $15M will be distributed to both users and protocols.

The Mantle Eco Fund will also inject $200M to Support Ecosystem

Learn about it before it's too late.

[An Alpha Packed Thread]🧵 Exciting Thread ahead.

TLDR:

1/ Mantle DAO
2/ Mantle Network
3/ mETH
4/ mUSD
5/ Mantle Ecosystem
6/ Mantle Journey
7/ The Future