The performance of Ethereum and its L2 tokens since the start of the month ↓
• $MNT +20.8% | Peak +38%
• $ETH +17.8% | Peak +27%
• $STRK +15% | Peak +40%
• $ARB +12% | Peak +20%
• $ZK +3% | Peak +12%
• $OP -6.7% | Peak +5%
It's hard to say what you need to do as a token in top-150 CMC to have below 10% growth since the start of the bull.
• $MNT +20.8% | Peak +38%
• $ETH +17.8% | Peak +27%
• $STRK +15% | Peak +40%
• $ARB +12% | Peak +20%
• $ZK +3% | Peak +12%
• $OP -6.7% | Peak +5%
It's hard to say what you need to do as a token in top-150 CMC to have below 10% growth since the start of the bull.
🤔11❤1👍1
Check out the latest report from OurNetwork on the current state of liquid staking.
Btw, the narrative remains top in DeFi: as I write this post, the TVL for liquid staking hits $58.3B!
Btw, the narrative remains top in DeFi: as I write this post, the TVL for liquid staking hits $58.3B!
❤7👍3
I feel that my entire timeline is now positioning memecoins as the only viable strategy this cycle.
My strong recommendation: Stay rational.
If you've never traded memecoins, don't suddenly reallocate 90% of your portfolio to random memes.
You'll be competing against those who've honed their skills during the bear market. They are far more experienced than you.
It's fine to start learning and allocate a small percentage of your portfolio to high-risk trades to identify the skills you lack and areas for improvement.
Remember, you're a noob.
Be prepared to lose everything.
Pursue skills, not profits.
Even if you get rekt, you gain knowledge.
Stay rational.
PS: I recommend reading an article I posted a few weeks ago about six insights to help you succeed in Web3.
These insights are crucial, especially now during this turbulent bull market with numerous lucrative opportunities.
Add to your read list.
My strong recommendation: Stay rational.
If you've never traded memecoins, don't suddenly reallocate 90% of your portfolio to random memes.
You'll be competing against those who've honed their skills during the bear market. They are far more experienced than you.
It's fine to start learning and allocate a small percentage of your portfolio to high-risk trades to identify the skills you lack and areas for improvement.
Remember, you're a noob.
Be prepared to lose everything.
Pursue skills, not profits.
Even if you get rekt, you gain knowledge.
Stay rational.
PS: I recommend reading an article I posted a few weeks ago about six insights to help you succeed in Web3.
These insights are crucial, especially now during this turbulent bull market with numerous lucrative opportunities.
Add to your read list.
❤23👍4
Meme coins have become one of the fastest-growing categories in the cryptocurrency market over the past month.
> Their total market capitalization has surpassed $120 billion, exceeding that of CEX coins, DeFi tokens, and AI tokens.
> Meanwhile, AI-themed meme coins have risen to the second place in terms of growth and capitalization, reaching over $3.7 billion in market cap in the past month.
The meme rally may continue as long as investor sentiment remains positive towards Bitcoin.
> Their total market capitalization has surpassed $120 billion, exceeding that of CEX coins, DeFi tokens, and AI tokens.
> Meanwhile, AI-themed meme coins have risen to the second place in terms of growth and capitalization, reaching over $3.7 billion in market cap in the past month.
The meme rally may continue as long as investor sentiment remains positive towards Bitcoin.
👍12❤2
According to Nansen, 12% of all altcoins listed on CoinGecko are currently bullish, with a 30-day moving average trending above the 360-day.
Most other altcoins are either moving sideways or hitting key support levels, making this an opportune time to accumulate favored projects.
Altseason kicks off when these lines start curving upward, as seen in January and October 2023.
Most other altcoins are either moving sideways or hitting key support levels, making this an opportune time to accumulate favored projects.
Altseason kicks off when these lines start curving upward, as seen in January and October 2023.
❤12👍5
I’m now doing some big research on AI / Crypto protocols and most capture AI as a buzzword.
Here’s an interesting protocol that is new to my watchlist, with an ongoing campaign distributing 100K $ZK in rewards.
Have a look!
Here’s an interesting protocol that is new to my watchlist, with an ongoing campaign distributing 100K $ZK in rewards.
Have a look!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
The AI protocol landscape is becoming increasingly competitive, with many protocols using AI merely as a buzzword.
Here, @heurist_ai stands out with an infrastructure solution aimed at providing serverless AI services.
Deep dive + 100K $ZK reward event…
Here, @heurist_ai stands out with an infrastructure solution aimed at providing serverless AI services.
Deep dive + 100K $ZK reward event…
👍13
The on-chain realized price bands of Bitcoin shows that it could soon reach $100K.
The last time a similar indicator was observed was in March 2024, when BTC's price exceeded $70K for the first time in a long while.
The last time a similar indicator was observed was in March 2024, when BTC's price exceeded $70K for the first time in a long while.
👍6🔥3
Are memecoins truly a springboard for gains this bull run?
• What memecoin trackers don't reveal
• Key factors driving cult coins
• The current stage of the memecoin cycle
• The onboarding risk of the meme thesis
In-depth research ↓
Read on Substack
• What memecoin trackers don't reveal
• Key factors driving cult coins
• The current stage of the memecoin cycle
• The onboarding risk of the meme thesis
In-depth research ↓
Read on Substack
Stacy in Dataland
Are Memecoins a Springboard to Gains This Bull Run?
Many have dubbed this year as the "Year of Memecoins." In this publication, I offer my perspective on the current memecoin market, its key drivers, and unexpected risks.
🔥10❤5👏2
CoinShares shared a fresh report on financial flows in the crypto market for the past week:
– Inflows into digital assets reached $2.2B, bringing the year-to-date total to a record $33.5B.
– The first half of the week saw significant inflows of $3B, despite Bitcoin's price declining from its new all-time high.
– Bitcoin recorded inflows of $1.48B, $49M of which went into short positions. Meanwhile, Ethereum saw inflows totaling $646M.
The full report is available here.
– Inflows into digital assets reached $2.2B, bringing the year-to-date total to a record $33.5B.
– The first half of the week saw significant inflows of $3B, despite Bitcoin's price declining from its new all-time high.
– Bitcoin recorded inflows of $1.48B, $49M of which went into short positions. Meanwhile, Ethereum saw inflows totaling $646M.
The full report is available here.
🔥9
Top early-stage crypto investments from last week:
▪️ Heurist: A decentralized AI-as-a-Service cloud, pooling compute resources from GPUs and data centers.
▪️ Tranched: An on-chain lending platform that helps the real economy access financing transparently, without the need for intermediaries.
▪️ Eidon: A decentralized AI network where human-AI agents collaborate to capture real-world data, training the next generation of multimodal AI models.
▪️ Akave: A decentralized L2 cloud storage solution leveraging Filecoin for cost-effective, immutable, and secure data storage.
▪️ Brevis: A ZK coprocessor or computation network designed to improve blockchain scalability using ZK proofs.
Have you noticed how many new AI & DePIN projects are among them?
▪️ Heurist: A decentralized AI-as-a-Service cloud, pooling compute resources from GPUs and data centers.
▪️ Tranched: An on-chain lending platform that helps the real economy access financing transparently, without the need for intermediaries.
▪️ Eidon: A decentralized AI network where human-AI agents collaborate to capture real-world data, training the next generation of multimodal AI models.
▪️ Akave: A decentralized L2 cloud storage solution leveraging Filecoin for cost-effective, immutable, and secure data storage.
▪️ Brevis: A ZK coprocessor or computation network designed to improve blockchain scalability using ZK proofs.
Have you noticed how many new AI & DePIN projects are among them?
👍9❤2
Forwarded from Curated Crypto
THE DAILY WEB3 GOLDMINE 👀
• Must-read threads from CT
• Key data insights
• Cutting-edge research articles
▫️▫️▫️▫️▫️
Why US spot Bitcoin options launch is such a big deal. Link.
Key insight: Bitcoin-ETF options open the door to the largest and deepest liquidity pools on the planet, allowing large market makers, institutional capital and retail investors to participate at scale.
Author: CoinTelegraph
▫️▫️▫️▫️▫️
The Trump Bitcoin rally is slowing. Here’s what three experts say will drive the price next. Link.
Key insight: Analysts shift focus from Trump to the Fed after Bitcoin price hike. It may have to wait until the new year for new momentum.
Author: Liam Kelly | DL News
▫️▫️▫️▫️▫️
Fed funds rate predicts unemployment by 1.5 years. Link.
Key insight: If we shift forward the interest rate hikes by about 18 months, they've typically been a reliable predictor of rising unemployment.
Author: Bravos Research
▫️▫️▫️▫️▫️
Are memecoins truly a springboard for gains this bull run? Link.
Best for: Everyone who now feels FOMO on memecoins.
Author: Stacy Muur
▫️▫️▫️▫️▫️
Token incentives through the lens of stock-based compensation. Link.
Key insight: All chains have expenses, and in many cases they exceed earnings by many times. In this realm, the data for Ethereum is not that bad.
Author: Michael Nadeau | The DeFi Report
▫️▫️▫️▫️▫️
AI Agents: Research & Applications. Link.
Focus area: A structured overview of AI agents and their architectural foundations, focusing on components such as memory, perception, reasoning, and planning.
Author: Accelxr
▫️▫️▫️▫️▫️
DeMystifying MEV in Sui. Link.
Focus area: This article attempts to understand how transactions are executed on Sui and how its MEV landscape is shaping up.
Author: Muhammad Yusuf
▫️▫️▫️▫️▫️
Hyperliquid readies for TGE. Link.
Focus area: Impressive project performance and the team's plans for the future.
Author: tempest
▫️▫️▫️▫️▫️
Winning in crypto: It’s all about attention. Link.
Key insight: Being first is an advantage, but it’s not everything. Execution, narrative, and timing are what truly make the difference.
Author: milian
▫️▫️▫️▫️▫️
Why surging Memecoins are on the verge of a ‘supercycle’. Link.
Best for: Those who don't understand why memcoins can be of interest even to institutional investors.
Author: Osato Avan-Nomayo
▫️▫️▫️▫️▫️
Pump Science combines DeSci with Memecoins. Link.
TL;DR: The platform allows users to launch and test “longevity experiments” of drugs and chemical compounds, which creates new fundraising mechanisms for drug developers.
Author: Squiffs
▫️▫️▫️▫️▫️
Microsoft and Atom Computing will launch a commercial quantum computer in 2025. Link.
Focus area: Current state of affairs in quantum computing that potentially threaten the crypto industry.
Author: Frederic Lardinois | TechCrunch
📱 X (Twitter) | 📱 Telegram | 🔖 Substack
• Must-read threads from CT
• Key data insights
• Cutting-edge research articles
▫️▫️▫️▫️▫️
Why US spot Bitcoin options launch is such a big deal. Link.
Key insight: Bitcoin-ETF options open the door to the largest and deepest liquidity pools on the planet, allowing large market makers, institutional capital and retail investors to participate at scale.
Author: CoinTelegraph
▫️▫️▫️▫️▫️
The Trump Bitcoin rally is slowing. Here’s what three experts say will drive the price next. Link.
Key insight: Analysts shift focus from Trump to the Fed after Bitcoin price hike. It may have to wait until the new year for new momentum.
Author: Liam Kelly | DL News
▫️▫️▫️▫️▫️
Fed funds rate predicts unemployment by 1.5 years. Link.
Key insight: If we shift forward the interest rate hikes by about 18 months, they've typically been a reliable predictor of rising unemployment.
Author: Bravos Research
▫️▫️▫️▫️▫️
Are memecoins truly a springboard for gains this bull run? Link.
Best for: Everyone who now feels FOMO on memecoins.
Author: Stacy Muur
▫️▫️▫️▫️▫️
Token incentives through the lens of stock-based compensation. Link.
Key insight: All chains have expenses, and in many cases they exceed earnings by many times. In this realm, the data for Ethereum is not that bad.
Author: Michael Nadeau | The DeFi Report
▫️▫️▫️▫️▫️
AI Agents: Research & Applications. Link.
Focus area: A structured overview of AI agents and their architectural foundations, focusing on components such as memory, perception, reasoning, and planning.
Author: Accelxr
▫️▫️▫️▫️▫️
DeMystifying MEV in Sui. Link.
Focus area: This article attempts to understand how transactions are executed on Sui and how its MEV landscape is shaping up.
Author: Muhammad Yusuf
▫️▫️▫️▫️▫️
Hyperliquid readies for TGE. Link.
Focus area: Impressive project performance and the team's plans for the future.
Author: tempest
▫️▫️▫️▫️▫️
Winning in crypto: It’s all about attention. Link.
Key insight: Being first is an advantage, but it’s not everything. Execution, narrative, and timing are what truly make the difference.
Author: milian
▫️▫️▫️▫️▫️
Why surging Memecoins are on the verge of a ‘supercycle’. Link.
Best for: Those who don't understand why memcoins can be of interest even to institutional investors.
Author: Osato Avan-Nomayo
▫️▫️▫️▫️▫️
Pump Science combines DeSci with Memecoins. Link.
TL;DR: The platform allows users to launch and test “longevity experiments” of drugs and chemical compounds, which creates new fundraising mechanisms for drug developers.
Author: Squiffs
▫️▫️▫️▫️▫️
Microsoft and Atom Computing will launch a commercial quantum computer in 2025. Link.
Focus area: Current state of affairs in quantum computing that potentially threaten the crypto industry.
Author: Frederic Lardinois | TechCrunch
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🔥8❤3
Here’s a collection of excellent Telegram channels covering a diverse range of Web3 topics, from trading to research.
I'm confident you'll find channels that deliver precisely the type of alpha you're looking for.
Be sure to follow ↓
📱 Web3 Telegrams
I'm confident you'll find channels that deliver precisely the type of alpha you're looking for.
Be sure to follow ↓
Please open Telegram to view this post
VIEW IN TELEGRAM
Telegram
💎 ALPHA
CryPen invites you to add the folder “💎 ALPHA”, which includes 24 chats.
❤9👍4
Did some research on $MNT to share with you my Mantle thesis.
Tbh, Mantle is one of my favorite L2s which pretty much differs from any other L2 you know.
If interested, make sure to read my deep dive.
Tbh, Mantle is one of my favorite L2s which pretty much differs from any other L2 you know.
If interested, make sure to read my deep dive.
❤13
It's time to read new research! 🔍
General
➖ Crypto.com: Research Roundup Newsletter [October2024]
➖ Galaxy: New Policies, Possibilities, and Paths for Crypto
Market
➖ Coinbase: Weekly: Bitcoin’s Big Rally
➖ Glassnode: Fasanara Digital + Glassnode Report: Institutional Perspectives on Digital Assets
Blockchains & networks
➖ 4pillars: Preconfirmation (feat. Taiko): Make Ethereum Fast for the First Time!
➖ 4pillars: The Reason Why Chromia Adopted a Different Database
➖ 4pillars: Launch a Project and Get Connected - Recent Strategy of LayerZero
➖ CoinGecko: Solana & Base Lead Interest in Chain-Specific Narratives in 2024
➖ Galaxy: Bitcoin L2s
Tokens & currencies
➖ Cointelegraph: Wrapped Bitcoin in DeFi: Evaluating wBTC, cbBTC and tBTC
General
➖ Crypto.com: Research Roundup Newsletter [October2024]
➖ Galaxy: New Policies, Possibilities, and Paths for Crypto
Market
➖ Coinbase: Weekly: Bitcoin’s Big Rally
➖ Glassnode: Fasanara Digital + Glassnode Report: Institutional Perspectives on Digital Assets
Blockchains & networks
➖ 4pillars: Preconfirmation (feat. Taiko): Make Ethereum Fast for the First Time!
➖ 4pillars: The Reason Why Chromia Adopted a Different Database
➖ 4pillars: Launch a Project and Get Connected - Recent Strategy of LayerZero
➖ CoinGecko: Solana & Base Lead Interest in Chain-Specific Narratives in 2024
➖ Galaxy: Bitcoin L2s
Tokens & currencies
➖ Cointelegraph: Wrapped Bitcoin in DeFi: Evaluating wBTC, cbBTC and tBTC
❤11👌5