@LouisCooper_ Alpha mindset post, valuable lessons here.
One of changes I've recently started making is using a journal to capture thesis and help with future evaluations.
2024 Year of the bullrun.
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I'm sure I'm not the only one that has been in a situation where someone shares a random shitter ca in a tg/discord and says "just aped this" and you throw some shekkels into it and pray for a 100x, then 30 mins later, the token has dumped to 0.
Token Narratives I'm watching right now (October Edition):
1) Liquid Staking Derivatives (LSD) and Restaking
• @redactedcartel (btrfly): pxETH launch plus upcoming launch of DINERO stablecoin
• @foldfinance (fold): Migration of crETH2 to mevETH plus launch of MEV protocol
• @staderlabs: Launching a liquid restaking token
• @restakefi: Also launching a liquid restaking token
2) Real World Assets (RWAs)
• @MakerDAO: DAI debt ceiling 2x -> higher revenues
• @fraxfinance: v3 launch this week. Will bring T-bill yield on-chain like Maker
• @CantoPublic: Bringing T-Bills on-chain using NOTE
3) Arbitrum Short Term Incentive Program (STIP)
• @RDNTCapital: Eth Mainnet launch soon
• @pendle_fi: TVL at ATH. Team constantly shipping
• @CamelotDEX: Vote going well for massive 3m @arbitrum allocation
• @SiloFinance: hyped Isolated money market
4) Perp Dexes
• @GMX_IO: Could get 14m $ARB grant
• @dYdX: v4 launch as Cosmos app-chain
• @GainsNetwork_io: stakers fees to go up by 60-80%
• @synthetix: v3 + Infinex permissionless front-end launch
5) Liquid Staking Derivatives Finance (LSDFi)
• @PrismaFi: Airdrop incentivized launch of mkUSD
• @ethena: Delta-neutral stablecoin launch $USDe
• @LybraFinance: v2 launch. Token migration event was hotly debated by the community
• @raft_fi: Newly launched tokenomics
6) Solana
• @jito_sol: TVL climbing fast. 30% of Solana Validators use Jito
• @MarinadeFinance: Biggest LSD provider
• @DriftProtocol: Fast growing Perp Dex
• @DualFinance: Innovative Options Protocol
7) Cosmos
• @stride_zone: Biggest LSD protocol for $ATOM
• @NomicsFinance: Bringing native BTC to Cosmos
• @HyperliquidX: Bringing a blazing fast L1 Perp Dex to Cosmos before DYDX
• @pear_protocol: One click pair leverage trades on Cosmos
8) GambleFi
• @rollbitcom: BuyBack and Burn now trackable on-chain
• @SankoGameCorp (DMT): Sanko TV launches
• @shufflecom: New platform, clean UI, doing large volumes
9) Miscellaneous
• @worldcoin: Token rallied from $1 lows. Heavily shorted so could get squeezed higher
• @chainlink: CCIP + smartcon + institutional adoption
• @avax: Mad hype from Shares Arena
• @telegram (TON): Stealth rally to top 10 coins, post wallet launch
Thanks to these chads who have helped us navigate this market:
@0xRemiss@wajahat@arndxt_xo@rektdiomedes@Dynamo_Patrick@crypto_linn@CryptoShiro_@thesaint_@TheDeFinvestor @0xJok9r @CryptoGideon_@iambullsworth@joeljohn@hrojantorse
Remember this is NFA and please DYOR.