In your mind, you must be like:

“I will exit with profits on time whenever I see my folio going up.”

You always thought like that, but you never acted?

Higher chances that you'll repeat the same mistakes again.

Let’s talk about the psychological trap in a BULL CYCLE 🧵 I'll start with a personal story so you could relate better.

I started investing in crypto in 2016 when I bought my first Bitcoin at $500.

I had my skills with me during the 2017 bull cycle, which helped me make enough money to retire at the age of 26.

Public Crypto Vehicles.

The Institutional Playbook We Should Know.

It will fuel the next rally in the market [in a new form] 🧵 Public Crypto Vehicle is the strategy pioneered by @saylor to access financial capital through selling company shares and convertible notes to get funds to buy Bitcoins at regular intervals.

MicroStrategy owns 580,250 Bitcoins as of now. Their average purchase price is $66.3K per Bitcoin, with a total cost of $33.139B.

DePin 2.0 is coming.

New tokenomics design...Better supply inflation control.

Lets understand how @NodeOpsHQ is set to become the leader in DePin 2.O by its innovative tokenomics design 🧵 DePin projects rely heavily on supply inflation to build the supply side.

They anticipate that demand will go up one day, which would eventually control the inflation through token burn.

This is the most common tokenomics model, called BME, being used by almost every DePin project.

$25M-$50M worth of tokens up for grabs.

You could earn a decent share of it..

but only if you yap.

Let me present a yapping framework for all of you🧵 Initia announced an airdrop today.

Around 0.25% of the supply is going to the Top 4000 Yappers from its leaderboard on @KaitoAI.

42 accounts with less than 1K followers are in the top 100 of the leaderboard, and one of the accounts in the top 10 has 200 followers.

These 100 folks might cook pretty big if Initia decides to do a weighted airdrop to Kaito Yappers.

Every narrative needs a story

RWA got the BlackRock story

Let's understand the potential of emerging RWA narrative 🧵 A company with $11.6T worth of assets took the lead in RWA tokenization with over $1.2B worth of tokenized US Treasury Bonds.

The US issues around $2T worth of bills every month, so even with 0.1% market share, BlackRock could tokenize $2B worth of T-bills monthly.

How does your mind play with you all the time when you invest in crypto?

Let’s reflect on it so you can all understand what went wrong 🧵 Why should I buy this coin?

Just because some random dudes are shilling it on X and YT?

Should I take it as a good deal simply based on their influence?

People are commenting positively about the coin they’re mentioning too—so does that make it good?

RWAs are projected to hit $10T by 2030—a 1000x surge.

But scaling to that level needs the right infrastructure.

Enter OndoChain—an omnichain network built to power RWAs at scale.

Here’s why it could be the next big thing 🧵 RWAs have been a booming narrative since 2023.

According to DeFiLlama, the sector has grown 11x in two years—from $756M in 2023 to $8.52B today—driven by a surge in users and RWA-protocols.

What is the future of Public Blockchains?

And what are the roles of tokens in those networks?

Can these tokens manage to sustain value in the near future?

Let's talk about it today 🧵 The whole idea of Public Blockchain started with Bitcoin.

The Bitcoin Blockchain was created to facilitate p2p payments between two parties in a distributed and decentralized manner.

The currency being used to facilitate these payments is BTC.

DeFAI narrative is starting soon.

The total market cap of this narrative is below $1B.

Expect it to reach at least $10B in the coming months.

Learn about DeFAI while it's still early 🧵 I shared a tweet in Dec'23 that gave a hint about what's coming in DeFI x AI in the future.

Now, we're going to see the tokenization of what was once called LLM-powered web3 intents.

https://x.com/hmalviya9/status/1734966965436027363

How to find the next 100x virtual AI Agent trade?

Step by Step Guide 🧵 1/ AI agents from @virtuals_io graduate from the bonding curve once they reach a market cap of over $1M, based on the current virtual token price.

After these tokens graduate from the bonding curve, LP pools are created on DEXs like Uniswap. Then, you will be able to trade them with better liquidity.

People always ask me for my views on different coins, but I never respond.

I should give you a mental framework so you can figure out those positions by yourself—because no one can help you in the way you can.

the mental framework 🧵 In most cases, people seek validation after they're already exposed to a coin.

They might be waiting for unrealized gains on their positions while also tracking the whole market, and the anxiety pumps up when they see other coins going up while they are still waiting.

Web3 is building a click-to-earn economy.

Blockchains are the nations that allow citizens to participate in this economy.

But these nations are facing a shortage of resources.

Get Ready to Witness the rise of Mega Blockchain Nations in 2025 🧵 I have a story to tell.

Please bear with me for 5 minutes, and you'll have one of the best Web3 reading experiences of this year.

Just Pure Alpha. No False Hopes.

Investing themes to watch out for crypto investors in 2025

🧵 Before you start reading, it would be amazing if you could set aside your reconfirmation biases for a few minutes to absorb the context of what I’m going to share with you next in this thread.

- The US will regulate the crypto market in 2025.
- TVL in DeFi protocols will exceed $250B.
- IAOs will peak out, resulting in the death of many LARP AI agents in 2025.

Here are the top 15 crypto predictions for 2025 🧵🧵 1/ US will regulate Crypto market in 2025

The US crypto regulation framework has been under discussion for the past two years, but we’re yet to see any approval on it.

I anticipate that during Trump’s presidency, we will see the activation of positive crypto regulation in 2025.

This regulation will largely provide a positive push to sectors with strong cash flow, like DeFi.

Some of the onchain traders are printing 100x every day.

We all want similar success,

but we don't know the process.

Let's learn the process today 🧵 We're in a bonding curve supercycle.

PumpDotFun is the leader in bonding curves.

They've flooded the market with new tokens—99.99% of them are just random shit.

More than 30K new tokens get launched on PumpDotFun every day, out of which only 1% graduate to Raydium DEX.

get out from the imaginary world of price targets.

you have no control on that.

spend your time on something which you can control.

its time get things done right in this bull cycle

the playbook 🧵 When you have less capital, you dream more, and you think of crypto as a dreamland — it is a dreamland for sure, but without karma, you can't reach your dreams.

Your karma will be defined by how much grind you're willing to put in with a state of awareness.

AI Agent Swarms are the next big meta in AI.

Let’s understand the game before it even starts. 🧵 At this point, if you don’t know what’s happening with AI agents, you’ve already missed out on some major gains.

Don’t stay lazy—start reading and catching up on AI agents now.

https://x.com/pet3rpan_/status/1861441686494200027

#BasedAI Creatures

The Shift from AI Agents to Digital Life

some thoughts 🧵 We’ve been dreaming about artificial intelligence for decades, and now we’re building it.

But most AI today is a tool—a hammer in the hands of a craftsman.

It waits for commands, performs tasks, and shuts down. Useful, but lifeless.

Old alts are not dead yet.

Some of them have a chance to stay here for 20 more years.

You need to have a keen eye to identify them.

Let's talk about how to identify a long-term alt investment.🧵 What are alts?

Altcoins.

What does this word mean?

Alternative coins or alternative cryptocurrencies to Bitcoin.

So, you have the OG Bitcoin, which is the ONLY ONE... and you have millions of alternative coins.

Memes are also alts of a different kinds.

How to make the best out of this bull cycle

The Secret Playbook 🧵 What is the role of a bull cycle in your life?

It might change your life in both positive and negative ways.

The positive aspect would be where the bull cycle helps you climb a few steps toward financial freedom in the shortest possible time.

The negative aspect would be where the bull cycle drags you below the poverty line within a few months after it ends.

Nillion Network is one of the hottest projects in crypto right now.

Building privacy infrastructure for Web3, including games.

Five games have the potential to bring millions of users.

They can only be built using Nillion Network.

The Nillion Gaming Cookbook 🧵 As human beings, what do we all love to do?

Guess…

We love to compare with each other.

That’s our core psychology.

We love relative game theories.

We are always interested in who has more money, who has a higher body count, who has more social status…and all kinds of relative comparisons.