Adrien Supizet

Founder | Digital Asset Trader & Researcher. I post about Regime Shift, Risk, Yield and Trading strategies in #DeFi.

[Adrien Supizet @AdrienSupizet]

LLMs are failing in trading.

More data + better models = smarter trading, right?

Traders are still getting wrecked.

The gap isn't intelligence, it's integration.

[Adrien Supizet @AdrienSupizet]

Glad to have secured an allocation in the future of onchain AI infrastructure credit with $CHIP @USDai_Official

Staking $PENDLE is the real alpha

[Pendle @pendle_fi]

https://t.co/v0isUHUZiF

[tradinghoe @tradinghoex]

https://t.co/zUGTSLEEiJ

[DeFi Warhol @Defi_Warhol]

DeFi Analytics Tools Tier List 🧵

S:

@dune: Onchain data platform where you query with SQL and build/share custom dashboards across 100+ chains.

@DefiLlama: Aggregator for DeFi metrics across chains and protocols. Best for the default macro dashboard to compare protocols & chains metrics with a great UI.

@flipsidecrypto: AI + data platform providing labeled onchain data and conversational analytics. Great for ecosystems to understand users, growth, and protocol health without building their own data stack.

@surfai: AI copilot for crypto research combining onchain data, social sentiment, and curated reports with in-app execution. Great to filter through the noise and find real alpha.

A:

@dexscreener: Real-time charts and pool data for DEX pairs across many chains for tracking new pairs, liquidity, PA, and basic onchain trading.

@CryptoRank_io: Market aggregator for prices, listings, token sales, unlocks, fundraising, and airdrops.

@minara: Financial-focused AI that aggregates portfolios and market data across crypto & stock markets. Top pick for financial reports, research, etc.

@tokenterminal: Fundamental data terminal for protocols and chains (revenue, fees, users, ratios). Best to value projects like equities with standardized metrics and ratios.

@_dexuai: Analytics platform mixing market, technical, and social data for narrative tracking and determining social sentiments.

B:

@Tokenomist_ai: All about tokenomics/unlocks analytics, such as allocations, vesting, emissions, etc.

@cryptoquant_com: Onchain + derivatives data such as CEX flows, stablecoin metrics, miner/whale behavior.

@l2beat: Analytics and research hub for Ethereum L2s, go-to for tracking TVL/TVS, designs, security assumptions, and risk frameworks for L2s.

@artemis: Data platform focused on onchain fundamentals and stablecoin metrics with a terminal and good API.

C:

@coinglass_com: Derivatives and liquidation analytics like OI, funding, heatmaps, etc.

@nansen_ai: Onchain analytics with massive wallet labeling. Mostly used to follow smart money wallets, funds, etc. All real insights are in the paid version.

D:

@glassnode: OG onchain metrics suite for BTC/ETH and macro flows, good quality data, but paywalled, data may be found on other free tools.

@dappradar: App ranking and usage tracker, decent for surface-level research, but had some instances of outdated data.

@santimentfeed: Combines onchain and social metrics, nice concept, but the data can easily be found in other apps with better UIs and user experiences.

What tool did I miss?

Hope you enjoyed this post and found some new VALUABLE information.

If you wanna support me, I'd appreciate a like, reply, and RT <3

[Adrien Supizet @AdrienSupizet]

Send it! $BTC

[Supz (DeFi Research) @QuantumSupz]

Whale $BTC action this morning is quite bullish.

The infamous insider whale just closed short positions on Hyperliquid around 9:30AM. Other #whales are following the move!

Reclaiming $111k today?

[Beff (e/acc) @beffjezos]

The X algorithm should be RL'd with its reward being the Kardashev scale

[Miles Deutscher @milesdeutscher]

Without doubt, the 2 most asymmetric opportunities in the world right now are AI and crypto.

Do whatever you have to do to master both.

[AI Edge @aiedge_]

In 3 years, you’ll either:

a) Own the AI tools
b) Be managed by someone who does
c) Get replaced by someone who automated your job

Your actions will determine which category you fall into.

[Adrien Supizet @AdrienSupizet]

@_avichawla Great thread @_avichawla

Is there such thing as ethics in model training?

[Supz (DeFi Research) @QuantumSupz]

The ATH breakout was crystal clear—exchange liquidity levels told the story before the move.

That' s the power of data 📊

$BTC #DataEngineering #AllTimeHigh #altseason #crypto

[Chainlink @chainlink]

We're excited to announce the successful completion of a cross-chain Delivery versus Payment (DvP) transaction in collaboration with Kinexys by J.P. Morgan (@jpmorgan) and @OndoFinance.

https://t.co/73otqmbTkQ

This milestone marks the first-of-its-kind cross-chain, atomic settlement of a tokenized asset between Kinexys Digital Payments’ permissioned blockchain network and a layer-1 blockchain network.

Powered end-to-end by the Chainlink Runtime Environment (CRE), the transaction involved the exchange of Ondo Chain’s Short-Term U.S. Government Treasuries Fund (OUSG) as the asset leg with Kinexys Digital Payments’ network serving as the payment leg.

Since inception, the Kinexys platform has exceeded $1.5 trillion in notional value, processing an average of more than $2 billion daily in transaction volume. Payments transactions have grown by 10x year-over-year.

🧵⬇️

[Ondo Finance @OndoFinance]

1/ Kinexys by J.P. Morgan (@jpmorgan), Ondo Finance, and @chainlink are teaming up to connect bank settlement infrastructure to Ondo Chain.

Today, we are excited to announce the debut transaction on Ondo Chain testnet — a cross-chain, atomic DvP settlement of OUSG.

[Adrien Supizet @AdrienSupizet]

@TheAITimeline Super helpful!
Quite interested in ReasonIR: Training Retrievers for Reasoning Tasks @ypwang61 👏🏻

[Adrien Supizet @AdrienSupizet]

@pythianism @drjasper_eth Like it or not, #institutions ask themselves: which L1 will keep assets secure uninterruptedly for the next decade?

While #Solana gets adopted with great scalability, #Ethereum will keep leading in trust and security.

[Adrien Supizet @AdrienSupizet]

#Stablecoins are booming everywhere.

Funny how hard it was to get screen-addicted folks to use internet money!

[Emerie Onoh @EmerieOnoh]

If you don’t have goals that keep you up at night,

You’re probably wasting your potential.

[Adrien Supizet @AdrienSupizet]

@opencampus_xyz EduFi is a lever for learners and teachers to do more with more, not more with less effort.

I like @veritasium's take on this: "Effort is the algorithm".

[Adrien Supizet @AdrienSupizet]

AI’s turning everyone into part-time experts.

Real experts?

Multiply your edge with AI and you won’t have to look back.
Intuition, experience, or—better than all—your ability to put in effort.

[Adrien Supizet @AdrienSupizet]

I've been testing a ridiculous amount of AI stuff to create apps for both technical AND non-technical founders.

Let me know if you're interested so I can share my picks.

[Adrien Supizet @AdrienSupizet]

🤯I use all kinds of #AI tools extensively and yet, I barely use chatGPT anymore.

Here are my top 3 picks to LEVEL UP productivity ⬇️

[Adrien Supizet @AdrienSupizet]

3/ Gemini 2.5 from @Google
For everyone: I'll post separately about their new video generator, it's a must-try!

For developers: Gemini has BOTH the cheapeast quality model "Flash", and the longest context window "Pro"
The cherry on top, it's the only model API with a free tier