Unexpected take: Memecoin seasons preceed bear markets.

Here’s a TL;DR of Messari’s research devoted to memecoin cycles and market patterns.

Based on the LayerZero activity times, we can expect the $ZRO checker to be released anytime between 5 PM UTC today and 3 AM UTC tomorrow.

Beware of scammers; they are busy grinding now.

Interesting finding: Fresh capital wants $BTC and $ETH. Alts are not a meta.

The major catalyst for this cycle's mini-bull run was the approval of BTC and then ETH spot ETFs.

The outcome is that the investments mostly flow to these two, causing most altcoins to bleed badly.

AI and DePIN are somehow outperforming ETH and BTC returns YTD but the correction is wild.

The yield meta has performed well YTD, mainly thanks to $GEAR and PENDLE.

Wen altcoin szn you ask?

LayerZero airdrop checker is live.

Here’s everything that is known so far about the criteria, critisism, and potential valuation.

In case you won a $LUMI slot here and wanna join, here’s the official WL sale start ann.

DYOR 😉

Happy Sunday fam!

Researched BTCfi more in detail today, here’s a thread on B2 Network as one of the dominant narrative players.

Have a look.

Here’s the list of research tools I personally use on a weekly basis.

If you have some recommendations, feel free to share them in th commentaries!

Was thinking a lot about the current market recently and the reasons for DeFi tokens bleeding.

Here’s my long-form post explaining the fundamental reasons for the current market state.

Not too bullish, but realistic imo.

Have a look, your thoughts are welcome.

I am starting a new series of threads in which I share the results of backtesting based on calls made by various research hubs.

This time, I have Moni Discover in the spotlight.

Check the results and some key insights here!

PS: Sharing a link to a private group with Moni Discover alerts for my Telegram followers later today 😉

Saturday Thread: Comparing Web3 and Web2 brands by market cap.

Happy weekend!

Yesterday, Ignas dropped a detailed overview of Polkadot’s treasury spend, very much thought provoking.

$37M spent on outreach, results are very poor.

Here’s an analysis on why this happened and who benefited from it most (not Polkadot).

Have a look!

Earlier this week, Mantle launched a new incentives campaign.

Here’s everything you need to know to start farming the new governance token for mETH and cmETH.

Enjoy reading!

While the market implies not too much positivity, Chromia is getting ready for its mainnet launch, 5 years of development.

Here’s everything you need to know.