I spent months diving into the DePIN and AI narrative and have identified a few select winners.

One early-stage gem that will be a true game-changer is @vistaralabs.

A Hardware Availability Layer for Web3 that democratizes access to decentralized hardware.

Alpha-🧵 1/ Decentralized AI/ML is the 100x narrative of this cycle.

If you manage to catch a leading play early, it can translate into life-changing gains.

Today, I want to unveil on of my main bets on the narrative.

[Pepe Image]

Missed TIA? ALT? DYM?

Another modular giant is about to launch after a $15M seed raise and a testnet that blew minds.

Could be a billion $$$ project and the time window to get the airdrop (capital-free!) is closing.

Don't miss out anon, this one is easy.

Step-by-step guide 🧵 1/ What is this airdrop about? 🤔🪂

Modular execution layers will redefine Web3 & foster innovation across all verticals, enabling more performant apps and novel use cases.

However, to actually make this happen, we need to ensure on-chain data access for users and applications.

Move rollups will be an epicentre of the bull market

My focus lies on @movementlabsxyz, a modular execution layer with @CelestiaOrg underneath that runs a parallel & EVM-compatible MoveVM

This will be valued in the billions and one of the biggest launches this year

Alpha-🧵 1/ To reach mass adoption, execution layer innovation is key.

High-performance chains enable new use cases and provide a seamless UX to the end user with fast and cheap transactions.

💎 5 Top AI Gems of 2024 💎

✦ @neura_io (powered by ANKR token)
✦ @ionet_official (token launching next month)
✦ @HyperspaceAI (token soon)
✦ @ritualnet (token soon)
✦ @theblockless (token soon)

Loaded up heavily on ANKR, will try to get exposure on others. 🧠✨

Alpha-🧵 If you want to understand why I'm so insanely bullish on ANKR and @neura_io, check my thread below! 👇

https://twitter.com/zerokn0wledge_/status/1774074181644333220

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)
██████ is the modular interoperability layer (🤯)

Alpha-🧵 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.

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-🧵 1/ To make it in crypto you have to:

✦ Identify the key narratives early
✦ Anticipate how these narratives evolve
✦ Find the plays that lead the chosen narratives

The restaking narrative will make millionaires. You can still be among them.

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.

🧵 👇 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.

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.

🧵👇 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. 🧱 🪂

@Dymension will be a similar case. This is one you should watch closely. 👀

Wildly varied & fragmented data services across chains prevent devs from freely innovating where they would like.

The modular stack around @CelestiaOrg needs a chain-agnostic data access layer that lets you build whatever, wherever.

I found the project that builds it.

Alpha-🧵 1/ I spend a lot of time doing research in order to identify protocols that solve key problems early on.

Especially on an infrastructure level, this can pay off big.

Especially amid the modular expansion, many strong infra plays give rise to opportunities you shouldn't fade.

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-🧵 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.

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-🧵 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?

MANTA token is launching & it's @MantaNetwork season! 🔱

🚀 1st modular L2 built on @CelestiaOrg
🚀 1st EVM L2 with ZK-opcode support
🚀 >$900M in TVL
🚀 >1'000% growth in 30 days
🚀 >12% of supply airdropped

Mega-🧵 to get you ready for one of the biggest launches of 2024! 🚀 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?

I spent years researching blockchain infra & DeFi 📚 🔍

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!

🧵 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?

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-🧵 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.

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:

🧱 How this tech will reshape Web3
🧱 Projects building on it

🧵 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!

The Age of AI is upon us! 🤖

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-🧵 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!

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-🧵 1/ The L1 I'm introducing today has already caught quite a bit of attention.

Why?

▶️ EVM Compatible
▶️ Parallel Execution (Solana-style)
▶️ 10,000 TPS
▶️ 1 second block time
▶️ 1 second finality.

But before we dive in, let's set the stage! 👇

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! 🚀

@altlayer provides a no-code interface for scalable, decentralization & fully customizable infrastructure!⚙️

Giga-🧵 (0/58) 1/ In this thread we will cover:

🔹 The AltLayer RaaS Framework
🔹 Why AltLayer?
🔹 The Benefits of AltLayer
🔹 The AltLayer Tech Stack
🔹 The Role of the Beacon Layer
🔹 Conclusion

0/ The modular thesis will change how we build blockchains! 🧱

It will also shape the the scalable & secure execution layers that will lead us into the bullrun! 🚀

Find part 1 of an extensive 🧵-Series on modular building blocks below!

Today's topic: Execution (VMs)

🧵 (0/60) 1/ The 🧵-Series will cover:

🔹 Execution (VMs)
🔹 DA Layers
🔹 Sequencers
🔹 MEV-aware Block Builders
🔹 RaaS / SDKs / Infrastructure
🔹 Interoperability

Today, we kick off the series with "Execution" 👇

0/ Scalable L2/L3 execution layers will be the epicentre of the next bull cycle and BILLIONS of USD will flow into these ecosystems. 🚀

But its easy to lose track of all the different rollups & the tech stacks they are built on. ⚙️

But don't worry, there's a guide!👇

🧵 (0/35) 1/ Before we dive in, please note that this framework is still work in progress. 🛠

Over the course of the next few weeks, this will be updated, extended and refined.

Will post a new iteration soon. 👀

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! 🚀

A 🧵 with pure alpha on a true game-changer (0/35) 👇 1/ So what is @vistaralabs? 🤔

@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!🤯