Building Web3 since 2016.
The Armorer of Crypto Literacy, the Threadographic Originator, the DeFi Mapmaker.
Telegram channel: https://t.co/d5Ioy4qbi8
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Jul 19 • 11 tweets • 4 min read
Users will be able to use ANY chain with just ONE wallet.
As part of @ilblackdragon's Chain Abstraction thesis, @NEARProtocol is launching Chain Signatures.
The kicker? They are hitting NEAR's mainnet very soon.
Deep dive ↓
Chain signatures allow NEAR accounts, including smart contracts, to sign and execute transactions across multiple blockchain protocols.
This advancement enhances blockchain interoperability, granting every NEAR account ownership of diverse assets, cross-chain accounts, and data.
Jul 17 • 13 tweets • 4 min read
Dark Pools: The Invisible Side of Money Flows
Think privacy systems hinder Web3 adoption? It's the opposite — institutions need dark pools.
Key insights from @Delphi_Digital's "Diving into Dark Pools" research ↓
For both TradFi and crypto-native institutions, making large financial moves publicly has significant consequences.
The fact that @ArkhamIntel identified the spot BTC ETF addresses of all 10 institutions underscores the need for additional privacy layers to integrate into DeFi.
Mass adoption and better onboarding has been one of the central topics during Brussel's EthCC.
10 charts that actually show the speed of Web3's adoption, current challenges, user preferences patterns ↓
Fifteen years after Bitcoin's 2009 launch, the number of crypto owners worldwide has surged to approximately 560 million.
This growth rate far outpaces that of the largest traditional payment networks over the past five years.
Source: @BinanceResearch.
Jul 10 • 14 tweets • 5 min read
The airdrop meta in 2024: Users frustrated, protocol fundamentals declining.
Key insights from @Delphi_Digital's "Do Airdrops Hurt More Than Help" report.
Essential for users and a must-read for founders ↓
Even four years after the @Uniswap airdrop, which marked a pivotal moment in the Web3 market, it remains the largest airdrop ever, worth an astounding $6.4B at its peak.
Since then, the industry has evolved significantly, giving rise to sybils and airdrop farmers.
Jul 2 • 12 tweets • 3 min read
Why is @AethirCloud the flagship GPU-as-a-service of Web3?
Deep dive ↓
Decentralized computing is one of the strongest Web3 use cases for global businesses.
In 2023, the DePIN sector saw explosive growth with more than 755 projects and a market cap exceeding $32B.
The sector's utilization rates are 40-70%, generating $27.5M in annual revenue.
Jun 25 • 14 tweets • 4 min read
DYOR: The ultimate guide to essential Web3 research tools.
The flywheel of Web3 research consists of two key steps:
1. Identifying promising protocols within a vast array of opportunities. 2. Researching these protocols to inform investment decisions.
Jun 16 • 8 tweets • 3 min read
Historically, memecoin seasons signal the end of bull cycles.
According to @MessariCrypto's Memecoin Investing research, it's now time to take profits.
Key insights ↓
The chart below deserves most attention.
It compares the correlation between Ethereum and Memecoin market cap and discovers an interesting pattern:
Infra pumps → Memes pump → Memes Dump → Broader downswings.
Jun 10 • 12 tweets • 4 min read
Avail's mainnet launch is just around the corner.
Optimism, Arbitrum, zkSync, Polygon, and more plan to integrate @AvailProject's DA.
The best thing you can do with your $AVAIL?
Probably, staking.
Comparing $AVAIL staking to infra plays like $TIA and $DYM ↓
Avail is a unification layer of Web3.
Think of it as @CelestiaOrg, @wormhole, and @eigenlayer under one roof, supercharged by $AVAIL.
• Avail DA (vs. Celestia, NEAR DA, Eigen DA)
• Avail Nexus (vs. Wormhole, chain abstraction)
• Avail Fusion (vs. Eigenlayer, restaking)
Jun 6 • 10 tweets • 3 min read
The future of Web3 is chain-agnostic.
Earlier this week, Connext rebranded to @EverclearOrg, set to become the first and only Clearing Layer of Web3.
This is the last missing piece needed to complete the Chain Abstraction puzzle.
Here's my ELI5 ↓
With hundreds of rollups and appchains now in existence, the problem of capital fragmentation and the operational costs associated with managing funds cross-chain are becoming more pronounced.
Chain abstraction offers a solution to this issue.
Jun 3 • 11 tweets • 3 min read
10 powerful visuals about Web3 ↓
When convinced, be patient.
Jun 1 • 6 tweets • 3 min read
DYOR: New memecoins from @getmoni_io's curated list + What to pay attention to when analyzing them ↓
@CatFrogDogShark @lumi_hq @Jejecoineth @Golazosol @KittyAIsolana #1: $SOLANA – @CatFrogDogShark [LIVE]
Quick facts:
• Follows a narrative similar to $BITCOIN
• Launched just 3 days ago
• 1.5K members on Telegram
• $8M FDV
• A market maker (or sandwicher) earned the most.
The Starknet overview: Ecosystem, events, traction ↓
A few weeks ago, @Starknet announced their definitive targets for the 2024 roadmap:
• Becoming the L2 with the highest TPS capacity
• Maintaining an average transaction fee consistently below $0.01
At the same time, the Foundation began deploying incentives to support growth.
May 29 • 17 tweets • 5 min read
Thousands of threads, hundreds of Reddit topics, memecoins rank the top charts of Web3 narratives...
And you still keep getting rekt.
Change the way you gamble memecoins ↓
BEFORE WE START:
This is a long thread, and the insights will unfold as you read it.
I need to provide you with additional context so you can better navigate this market.
If you don't have 5-10 minutes to read it now, please add this thread to your bookmarks for later reading.
May 28 • 10 tweets • 3 min read
5 best things you can now do on #TON ↓
The @ton_blockchain ecosystem continues to impress.
$NOT @thenotcoin has been one of the largest airdrops in 2024, with almost half a billion USD equivalent airdropped to 13M users.
Ecosystem metrics keep heading up right off the chart, with ~10x growth this year alone.
May 23 • 11 tweets • 4 min read
10 facts about @0xMantle that will make you an $MNT maxi:
• Mantle has one of the largest treasuries in Web3 ($4 billion)
• $mETH is the 4th largest LST in DeFi
• Mantle aims to tap into the LRT market by launching $cMETH
More facts & thoughts ↓
Among the many L2s available, only a handful offer value.
Mantle stands out as one of these select few, positioning itself as a chain of chain of top integrations, assets incubation and diverse yield opportunities.
Apr 30 • 13 tweets • 4 min read
DefiLlama reveals just the tip of the iceberg in the @ton_blockchain world.
• DefiLlama: 14 dApps
• Reality: 691 dApps
TON stands out among blockchains, on the cusp of mass adoption like no other. Here's why ↓
Due to its tight connection with @telegram as the primary user acquisition channel, @ton_blockchain is more of an entertainment chain than a classic DeFi layer.
Normies want to play, gamble, date, network, and easily pay for their favorite private group membership.
Apr 26 • 12 tweets • 5 min read
Just in: @movementlabsxyz has raised $38M from @polychaincap, @Maven11Capital, @Aptos, @FigmentCapital, and more.
Positioning: The next big thing in modular infrastructure and a trailblazer in the altVM narrative.
Normie's explainer & how to be early ↓
TL;DR: Key pillars of @movementlabsxyz ↓
• Move – a safe and secure programming language by Facebook
• M1 – a decentralized shared sequencer for the Movement network
• M2 – the fastest and most secure MEVM (move + EVM) L2 that settles to Ethereum with @CelestiaOrg as the DA.
Apr 25 • 11 tweets • 3 min read
Want to know if something is wrong with your risk management?
Take a look at this degen's checklist + 10 quick tips ↓
#1: GET YOURSELF A PORTFOLIO TRACKER
No, seriously, it's the basics.
I've even built a spreadsheet template for you so you could track the profitability of your deals.
A few weeks back, @1kxnetwork released an insightful research report on the history of memecoins, current trends, and potential opportunities.
Is there a 2024 playbook for memes?
Let's delve into it ↓
+ Bonus: A list of must-read studies on memecoins.
The first PoW memes emerged from the depths of Bitcointalk (OGs remember). They aimed to attract miners, but their actual value was limited, and only @litecoin has stood the test of time.
Then came the era of Reddit and 4Chan, with @dogecoin leading the way as a flagship meme.
Apr 15 • 14 tweets • 5 min read
Eigen DA, Celestia, Avail, NEAR DA:
Who wins the Data Availability race... if any?
Full review of the DA narrative, its key players, and grey eminences ↓
While Layer 2 solutions have been gaining momentum, a critical bottleneck in achieving their full scalability has been identified in the data availability layer.
Historically, between 70% to 90% of rollup transaction fees can be traced back to these data posting costs.
Mar 28 • 10 tweets • 3 min read
Could it be that AI, Bitcoin DeFi, DePIN, and Infrastructure narratives converge in a single product developed by one of the most reputable teams in Web3?
Yesterday, @ankr announced @Neura_io, instantly adding $100M+ to $ANKR's fair valuation.
Let's explore ↓
Undoubtedly, @ankr is among the most renowned Web3 developers leading the DePIN, RaaS, and Liquid Staking movements.
Ankr boosts Polygon’s ecosystem with top-notch node hosting, contibutes to the BNB Chain infra, and is one of the pioneering RPC providers on Mantle.