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.

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.

Crypto Market has potentially found a bottom, i've enough data to prove that 🧵 1/ @dyorcryptoapp built a bitcoin trading indicator which indicates Bitcoin PA based on ratio between price, and daily volume.. the ratio is called DVMC..and it was going sideways in past few days, it recorded spikes in past few hours, and it is currently trading close to 0.04 level which is an important buying area based on past 6M historical data.

We see a lot of great opportunities in the market right now.

Filtering them is super tough.

Leave it to the Data.. they will pick for you.

Presenting My Watchlist for the next bull phase🧵 Before I present the list, you need to understand the trend formation around any coin in a bull market.

Any coin in a bull market usually has 3 to 4 months of continuation. Feel free to validate this using historical charts of most of the coins that rallied in bull cycles.

the data driven meme investing is very much REAL.

you could always discover better memecoins once you master that.

Learn about it before its too late 🧵 now before we proceed i need to clarify that the method i am going to share next is aligned with people who usually buy memes after these coins spend couple of trading weeks, and become matured in attention cycle too.

They're saying Polygon Miden is the next big thing?

Is it really true??

Let's find out... my unfiltered thoughts on Polygon Miden and its potential 🧵 Before I start explaining what Miden is all about, let's imagine for a moment that every single post you do on X should be processed only after a bunch of nodes recompute and reach a consensus that your tweet is valid and it's following the set policies by Twitter.

Stylus is going to be the biggest launch by @arbitrum by far.

It's time to wake up and learn about why Stylus is a big deal for the entire blockchain industry 🧵 You must be happy, given the fact that you're getting airdrops just for testing protocols.

more people are joining the herd with higher expectation, but they will get nothing in the end.

And That's how the whole onchain user growth story will end.

But do you know what is really bad here?

Less than 1% of the Bitcoin supply is currently used in DeFi.

With the rise of Bitcoin L2s/Sidechains, this number could easily increase to 10%.

Botanix has the best potential to emerge as the market leader in Bitcoin DeFi.

My Investment Thesis on @BotanixLabs 🧵 Around 0.8% of the Bitcoin supply is on Ethereum right now, mostly issued as WBTC and under the custody of BitGo.

The WBTC supply has actually seen a massive decline over the past 18 months; it has fallen from 0.92% to 0.80%.

Some people have moved to hBTC and tBTC, but those numbers are also down.

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 🔥👇

"Modularity" is the new "TPS."

90% Misses, 10% Hits

The Modularity Bet 🧵 2017-18 was a crazy era.

EOS ran an ICO for over a year and raised $4B in ETH.

Guess What was the promise from EOS?

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.

Blind Modularity = The End Game of Privacy

Project Name = ?????

A Super Early Alpha🧵 Maybe you're aware or not, but you're being tracked on the internet.

You're a target for advertisers, and they're updating your online profile every single day.

The internet is slowly becoming a threat to your privacy while you enjoy surfing.

Verifiable Computing Narrative.

Giga Brains are behind it.

An Alpha Packed Thread on it 🧵 Let me share my childhood story as an analogy to explain further.

I had an Intel P4 during my school days, and one unlucky day i bought a GTA Vice City game and tried to play it on my computer.

I was so excited to play that game

But Unlucky me.

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.