The modular expansion is just getting started and game-changing infrastructure projects are emerging
@dymension is a modular settlement layer (big)
@Celestia is a modular DA layer (bigger)
ββββββ is the modular interoperability layer (π€―)
Alpha-𧡠1/ I spend 100s of hours doing research to stay ahead of the curve on the leading narratives.
For >2 years already, I have been putting a strong focus on the modular design space.
All with the goal to identify key pain points and the leading projects that address them early.
Feb 8 β’ 29 tweets β’ 7 min read
Restaking season is in full swing with @eigenlayer on Ethereum.
What many are fading is that the restaking narrative has already expanded to @solana!
Let me introduce you to the "EigenLayer of Solana" and my thesis for the SOL restaking season!
Alpha-𧡠1/ To make it in crypto you have to:
β¦ Identify the key narratives early
β¦ Anticipate how these narratives evolve
β¦ Find the plays that lead the chosen narratives
The restaking narrative will make millionaires. You can still be among them.
Feb 6 β’ 18 tweets β’ 5 min read
The future is modular.
The future is multi-chain.
The future needs an interchain token standard that removes bridging risk and unifies liquidity across the growing number of L1s and L2s.
Let me introduce you to the solution.
𧡠π 1/ Solving interoperability will be a major narrative as we head into a multi-chain future powered by a maturing modular tech stack.
Today, liquidity is fragmented not only across chains but also across different forms of wrapped assets.
That's risky and it's a problem.
Feb 4 β’ 14 tweets β’ 4 min read
Tuesday is D-Day, a.k.a. Dymension Day!
Ready for $DYM, the next big modular play with a strong airdrop narrative (basically @CelestiaOrg 2.0) anon?
@Dymension is an ecosystem of scalable rollApps that share liquidity, secured by the Dymension Hub.
Wouldn't fade this.
π§΅π 1/ The modular season is just getting started and @CelestiaOrg has already impressively showcased the power of airdrops across a modularized tech stack as a narrative. 𧱠πͺ
@Dymension will be a similar case. This is one you should watch closely. π
Jan 19 β’ 19 tweets β’ 5 min read
EigenLayer is the most important launch since Ethereum.
A general-purpose layer for programmable trust powered by restaking that allows you to bootsrap a decentralized network to run arbitrary apps.
Alpha-𧡠on maximizing your @eigenLayer airdrop & earning two airdrops at once. 1/ In 2013 @VitalikButerin loved Bitcoin.
However, Bitcoin was limited because you couldn't build arbitrary programs on top of it.
He created Ethereum to take trustless execution of Bitcoin generalize it to arbitrary apps.
Jan 17 β’ 38 tweets β’ 10 min read
It's Eigenlayer season.
It's Celestia season.
It's modular season.
Let me introduce you to the next big airdrop of 2024 and a project that combines all these narratives in one game-changing framework!
Alpha-𧡠on a major @eigenlayer ecosystem play! 1/ Staying on top of the most powerful narratives is a must if you want to make it this cycle.
For two years already, I have been researching the modular blockchain space, trying to gain an edge on the broader market.
Now this starts paying off. Are you ready for alpha, anon?
Jan 15 β’ 41 tweets β’ 13 min read
MANTA token is launching & it's @MantaNetwork season! π±
π 1st modular L2 built on @CelestiaOrg
π 1st EVM L2 with ZK-opcode support
π >$900M in TVL
π >1'000% growth in 30 days
π >12% of supply airdropped
Mega-𧡠to get you ready for one of the biggest launches of 2024! π 1/ @Celestia's modular data availability (DA) layer has been one of the most important launches since Ethereum.
The modular era is upon us and Celestia's tech will give rise to life-changing opportunities.
One of them @MantaNetwork. You ready anon?
Jan 14 β’ 35 tweets β’ 8 min read
I spent years researching blockchain infra & DeFi π π
With the experience & (zero)knowledge I gained along my journey, I built an alpha watchlist!
From modularity and ZK to restaking or intents, from now on you'll be early!
𧡠on the biggest update yet (29 new projects)! 1/ Finding alpha plays is hard.
Information on Twitter is fragmented and establishing a constant flow of high-quality alpha is complex with all the noise.
So, what if there was a single place where you can find both live & upcoming projects that lead the hottest narratives?
Jan 12 β’ 35 tweets β’ 10 min read
Recently, @SatoshiVM has been getting some serious attention!
Why? Because programmable, EVM-compatible ZK rollups that enable DeFi on Bitcoin will be a major narrative.
In hours of research, I have identified a true alpha play that no one is talking about yet.
Alpha-𧡠1/ To be truly early, you have to move fast.
If a new narrative emerges, it is often driven by projects that successfully manage to quickly catch some broader attention.
While everyone focuses on these, think beyond.
DYOR. Find for projects that solve the same problem.
Jan 4 β’ 47 tweets β’ 15 min read
I started covering @CelestiaOrg in June 2022.
I explained @eigenlayer in December 2022.
Now, while most of CT is still trying to understand modular DA layers & restaking, I provide you alpha on:
𧱠How this tech will reshape Web3
𧱠Projects building on it
𧡠of modular alpha 1/ The modular thesis will be one of the biggest narratives in 2024!
New giants will emerge and opportunities to make generational wealth will be created.
This includes infra like @Celestiaorg & @eigenlayer but also projects built on top of this tech.
Position yourself, anon!
Jan 2 β’ 30 tweets β’ 8 min read
The Age of AI is upon us! π€
In 100s of research hours I have identified a project building the base layer for decentralized AI!
TLDR of a transformative vision for an AI-native L1 blockchain with a novel AI virtual machine enshrined & secured by @eigenlayer!
Alpha-𧡠1/ AI will be one of the BIG narratives in 2024 & beyond!
Using @eigenlayer to bootstrap network security from Ethereum is the frontier of infra innovation.
Finding a gem that is building the future of AI on @eigenlayer is not easy. But it might come with life-changing gains!
Dec 22, 2023 β’ 30 tweets β’ 8 min read
SOL is back & its melting faces.
The demand for cheap high-throughput L1s has clearly been proven.
But you missed @solana szn again anon, didn't you?
It's okay. There is another high-performance L1 coming up set to follow in @solana's footsteps.
You're still early!
Alpha-𧡠1/ The L1 I'm introducing today has already caught quite a bit of attention.
Why?
βΆοΈ EVM Compatible
βΆοΈ Parallel Execution (Solana-style)
βΆοΈ 10,000 TPS
βΆοΈ 1 second block time
βΆοΈ 1 second finality.
But before we dive in, let's set the stage! π
Sep 4, 2023 β’ 61 tweets β’ 11 min read
0/ Well-funded & backed by some of the biggest names in the space, @alt_layer is set to become one of the leading Rollup-as-a-Service (RaaS) providers! π
@altlayer provides a no-code interface for scalable, decentralization & fully customizable infrastructure!βοΈ
Giga-𧡠(0/58) 1/ In this thread we will cover:
πΉ The AltLayer RaaS Framework
πΉ Why AltLayer?
πΉ The Benefits of AltLayer
πΉ The AltLayer Tech Stack
πΉ The Role of the Beacon Layer
πΉ Conclusion
Aug 30, 2023 β’ 64 tweets β’ 11 min read
0/ The modular thesis will change how we build blockchains! π§±
It will also shape the the scalable & secure execution layers that will lead us into the bullrun! π
Find part 1 of an extensive π§΅-Series on modular building blocks below!
Today, we kick off the series with "Execution" π
Aug 28, 2023 β’ 38 tweets β’ 10 min read
0/ Scalable L2/L3 execution layers will be the epicentre of the next bull cycle and BILLIONS of USD will flow into these ecosystems. π
But its easy to lose track of all the different rollups & the tech stacks they are built on. βοΈ
But don't worry, there's a guide!π
𧡠(0/35) 1/ Before we dive in, please note that this framework is still work in progress. π
Over the course of the next few weeks, this will be updated, extended and refined.
Will post a new iteration soon. π
Aug 11, 2023 β’ 39 tweets β’ 6 min read
0/ @vistaralabs will redefine how we build decentralized applications.
It's the end-game of abstracting complexity on the path towards a truly decentralized, serverless vision of the Web3! π
A 𧡠with pure alpha on a true game-changer (0/35) π 1/ So what is @vistaralabs? π€
@vistaralabs is a one-click rollup deployment framework for designing and managing scalable infrastructure.
It allows you to deploy a fully customizable #rollup in under one minute!π€―
Jul 26, 2023 β’ 67 tweets β’ 13 min read
0/ L2 wars are heating up as we're heading into a cycle that shapes up to become a true #L2 Mania π
so you don't lose sight of this dynamic space I have researched all major #L2s & have identified the most promising ecosystems for you ππ
most comprehensive L2 guide𧡠(0/64) 1/ competition in the #L2 wars will be fierce. However, I think we will need a couple of general-purpose execution layers in the modular infrastructure stack of tomorrow, so I think there will be a couple of ecosystems that will succeed
Jul 12, 2023 β’ 23 tweets β’ 4 min read
0/ restaking was yesterday π
enter liquid restaking, a concept based on @eigenlayer that is being discussed by the chads over at @staderlabs and that could be a GAME-CHANGER for LSDfiπ§π
a 𧡠on liquid restaking tokens (LRT) & $EigenETH (0/22) π 1/ what is restaking?
restaking allows for $ETH to be staked on multiple networks simultaneously. This includes #Ethereum itself and other protocols integrated with @eigenlayer
Jul 11, 2023 β’ 33 tweets β’ 5 min read
0/ @MantaNetwork announced the launch of Manta Pacific, a modular OP-Stack rollup built with @Calderaxyz cutting rollup cost by 90% through @CelestiaOrg's highly scalable DA layer & bringing #zk-enabled #privacy to #Ethereum through universal circuits 2.0 π±
mega-𧡠(0/32) π 1/ need a refresher on @MantaNetwork and what its original vision was?