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.

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.

Lending is a $60B market opportunity over the next 2-3 years.

The current category market cap is around $6B..

presenting a clear scope for a 10x ROI in this category.

Lets talk about an underrated ALPHAA...🧵 Lending/Borrowing Markets closely parallel Digital Banks, where users can deposit stablecoins,

BTC, ETH, and other top coins to generate lending yields. Borrowers can also borrow from these markets at attractive interest rates.

Sky/MakerDAO rebrand ended up confusing more people than exciting them.

Here are some of my thoughts on the @SkyEcosystem launch, and what you can expect from $MKR and $SKY

🧵 MakerDAO is one of the Top 3 Crypto Projects by Earnings.

They've done around $125M in revenue so far this year, showing 66% growth compared to last year, and their operating income for this year is $43.42M, which is 3x higher than AAVE.

Yields have been the driving force DeFi

However, finding sustainable yields can be hard

What if I show you a supercharged DeFi yield with minimal risk?

Introducing Leveraged volatility farming— the goldmine for yields🧵 Yields have powered the rapid growth of DeFi over the years

In 2021, it was all about liquidity mining but then token emissions proved unsustainable

Later on, in 2023, real yields became a big narrative but were short-lived because the revenue generated was less than the number of people clamoring for the yields, which led to excessive token emissions.

Amidst all this, sustainable yields are needed to push the frontiers of DeFi to new heights and thus many projects are working on this new primitive.

The bull cycle—how long will we stay in this cycle?

Is it really going to be a supercycle, as they say?

Or is it just another narrative to trap you?

Let's find out 🧵 Let me break some myths around the supercycle first.

We had only one supercycle in the past, which happened between 2016-17 when Bitcoin went from $232 to $20K in 24 months.

The super cycle started when btc reclaimed previous bull cycle support which was around $446 in may'16, length was somewhere around 19 months.

And some of the altcoins of that time, like $XRP and $LTC, also pulled some massive gains for investors during that period.

Aave, Morpho, and Fluid: A Comparative Analysis

In this short thread, we will quickly compare three key players in the DeFi lending space: Aave, Morpho, and Fluid.

Each comes with its own unique strengths and features.

Let’s break them down 🧵 1/ Aave

@aave is undoubtedly the most established lending protocol, known for its robust platform, wide range of supported assets, and other innovative features like e-Mode, flash loans, and credit delegation.

$SUI is becoming a HYPED UP trade

Will it MOON or DOOMED..

lets find out using data breakdown🧵 1/ Narrative

SUI is claiming to build the fastest blockchain network using DAG architecture, which could bring down the latency below 390ms.

Solana is already achieving latency around 500-600ms, and after the Firedancer launch, they could bring it down even further.

So, I really doubt the longevity of this narrative, but it is very much hyped up as of now.

the long term future of crypto AI

🧵 1/ AI researchers forming a DAO to build next-gen AI models on specific sectors would become one of the positive use cases for crypto AI in the near future.

You can easily outperform any crypto hedge fund if you learn DYOR.

It will only take 10 minutes, time that you can always spend.

The process is super easy... and it's FREE.

Let's reveal the secret research platform that crypto hedge funds don't know about yet 🧵 What are you looking for?

We are looking for those narratives that could outperform in the next 3 months, and the coins under those narratives where you should have your maximum alt exposure.