Here’s my two cents: If someone could predict short-term market trends with at least a 60% success rate, they would be the richest person in the world.

Short-term TA and fancy drawings on the charts are not much different from astrology.

Nobody knows for sure.
We just have a variety of indicators with mixed signals.

Bullish posts tend to perform better than bearish ones because people want to chase a dream—I know this from personal experience.

What we do know is that inflation will always lower the value of fiat currency. As the market share of stocks and crypto assets grows, their valuations change accordingly.

Watch catalysts, macro, and risks.
Watch products.
Watching just charts is counter-productive.

If you're tired of doomscrolling and want to turn your 𝕏 timeline into a source of research-driven data and actionable insights, check out my new 𝕏 list ↓

https://x.com/i/lists/1838910537733738752

Here's how to make the most of it:
• Follow the list
• Follow the accounts included in it
• Open the lists tab in your 𝕏 and pin this list

AI tokens have taken the leading position in FDV over the past 30 days.

Source: Artemis

Since the start of the year, the L1 dominance lanscape has evolved a lot.

Here’s my in-depth research on the key structural changes in the L1 field since the beginning of the year.

PS: Don’t forget to subscribe to my newsletter, if not yet ❤️

Before Vitalik publicly announced that he’s not joining new funding rounds, he invested not only in MegaETH but also in Rise.

Here’s everything you need to know about Rise, the first gigagas L2.

Grayscale Research has released a list of the top 20 assets they believe have high potential in Q4 2024.

You can read the full report on the assets by link.

Volumes on various DEXs peaked in March this year and are now fluctuating between $20-$25B per week.

This figure remains up 100% year-over-year.

Currently, Ethereum’s primary use case is DEXs, with Uniswap consistently leading, accounting for over 90% of transaction fees.

Source: CoinShares

Found some insightful data on Web3 startup success rates in the Lattice Fund report.

On average, only 2.1% of startups that raise funds achieve product-market fit (i.e., become very successful).

Meanwhile, 17.8% of startups that raised funds in 2022 are no longer active.

PS: The report analyzes over 1,000 companies that raised seed rounds in 2022 and their subsequent traction.

Report link

Liquid staking tokens took the lead in average holding value per wallet in Q3 2024.

Full performance statistics on narratives during this period are available on the TK Research dashboard.

Sometimes my Web3 marketing backgrounds makes me write posts on engagement, community building and user acquisition.

I’m in exactly that mood today, so if you’re on the team side of Web3, here’s my list of 6 things marketers should stop doing to help their companies prosper.

Good for edu purposes as well 😄

In Q3, NEAR Protocol averaged approximately 3.1 million DAUs, up from 1.6 million in Q1.

This translates to a Q3 average of 22.9 million MAUs, up from 13 million in Q2.

As everyone calculates their $EIGEN allocations, it's time to see which protocols rewarded their users most effectively.

I've created this infographic as a reference.

Shared more thoughts re this on X.