Geo

[Geo @Enjoyoooor]

Solana at this price point presents a compelling asymmetric opportunity. Beyond the noise, the fundamentals are undeniable: a burgeoning AI ecosystem being built on Solana, coupled with the potential of Firedancer to unlock unprecedented performance.

[Geo @Enjoyoooor]

Yap early, yap only, yap often.

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Just claimed my social card and I'm accumulating Yap points in real-time.

Claim yours 👉 https://t.co/3DIjhiYl4v

[Geo @Enjoyoooor]

Verifying my Twitter account for my #GalxeID gid:F4HUVyDQXwJHgAPqJ6AAph @Galxe

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[Geo @Enjoyoooor]

I just claimed my on-chain username and joined @BloodLoopGAME's Play-to-Airdrop campaign.

Millions of $BLS will be up for grabs, with 20,000$ already available in referral rewards! 🪂

➡️ Register here: https://t.co/SZJzN1mqDq

[hoeem @hooeem]

If I knew about these research tools during my first bull run I’d have already retired.

Now, almost 3 years later I am equipped with the research tools I need to retire.

Here are my top 12 free research tools: 🧵👇

[Miles Deutscher @milesdeutscher]

Weekly Token + Narrative Watchlist 🔎

With bullish momentum and volatility back, there are a ton of interesting altcoin setups to discuss this week!

I'm watching these 15 most closely.

Let's dive in.👇

$BTC: #Bitcoin has had 4 consecutive green weekly closes, which has only happened once prior this year (resulting in a couple weeks of downside). I'm monitoring to see if $BTC can maintain its bullish momentum, or if we see a cool off. A BTC slow down (at this stage), isn't inherently bad for alts as provides some breathing room. But from a macro perspective, I'd like to see dominance push substantially higher to fuel us up for an even bigger altcoin rally.

Another thing to note is the SEC’s window to approve a spot ETF ends on Nov. 17 (another delay would take us through to January, which is the final deadline).

$RUNE: RUNE has been on an absolute tear, and there is no real reason for the trend to stop. This is one I’m buying on deep corrections + wicks (setting limit orders). If you want a more degen beta-play, $THOR, the primary DEX on Thorchain tends to follow and has been moving up nicely.

$SOL: We're in an interesting spot now. We have had a face ripping rally, and the momentum looks to be waning a little bit. People are quick to rotate, (we've seen other L1s like $AVAX and $FTM starting to move). But typically the most explosive moves happen towards the end. It leads me to believe there could be more upside here. Similar to $RUNE, I'll be buying any serious wicks to the downside.

$MATIC: Starting to exhibit some strength. There are some whispers on CT of a ZK narrative, and this is one I don't want to miss if it comes to fruition. MATIC being the leader, along with its re-branding news, could see extended positive flows coming. They are also teasing an announcement for the 14th of Nov. This leads me to the next few altcoins:

$DUSK $LRC $MINA: These are on my watchlist if the ZK narrative really comes alive, as they are all apart of the ZK basket. Will watch for strength, and play the strongest ones within the narrative.

$SEI: Currently catching a bid on Upbit, entering the top 10 for volume traded by pair. Considered a "new coin", it definitely has pumpamentals similar to the next coin on this list:

$TIA: It's the new kid on the block. Had a big rally last week, but reminds me of Aptos in its early days. We know the market likes new, fancy tokens - and although it's slightly late now, remember these moves can be explosive. Look for continuation. Valuation wise it's still is not too bad, sitting at a $700m MC. (Btw congrats to everyone that got the airdrop - my OG followers should've been well positioned as I did a couple tweets about it last year).

$GMX $DYDX $GNS: Perp dexes benefit from volatility, and we finally saw some re-correlation from fundamentals to price here (after a week or so of non-response). If you think volatility is to continue for the forseeable future, these could be a good medium term bet.

$YGG + $GMT: These gaming tokens had an initial move up (I mentioned them in last week's watchlist - well done to those who caught the move), but have cooled off over the weekend, with people forgetting that the YGG conference starts on the 18th. If the market keeps moving, I see these (and gaming in general) to continue outperforming.

Rockstar Games is also due to release a trailer in December for GTA 6. Feels similar to how the OpenAI conference pumped AI tokens. i.e. uncorrelated to crypto specifically but good for the broader narrative.

One last note: The market is in a bullish trend, and as long as it respects this trend, I'll continue to long more than I short. Unless there's a concrete reversal, shorting is a risky game. The easy wins are in the longs right now.

Give this post a Like + Retweet if you're enjoying this weekly watchlist series!

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

Warren Buffett & Charlie Munger used mental models as an edge to become the greatest investors in history.

There are hundreds of mental models.

I found 14 that will help you become a better Crypto Investor:

(including common investing traps)

[MATT GRAY @matt_gray_]

This took me 10 years to learn, I’ll teach it to you in 5 minutes:

[DAN KOE @thedankoe]

Study epistemology, systems thinking, dualistic thinking, first principles, flow psychology, spiral dynamics, and stages of ego development.

When you understand the mind, you understand the world.

When you understand the world, you can effectively maneuver yourself within it.

[Mind and Glory 🎖 @mindandglory]

If you lack discipline, read this thread.

[James Camp 🛠,🛠 @JamesonCamp]

I woke up and chose violence today.

Here’s how you can make an extra $10,000 this year from your couch.

[Jordan F @jordanfogel]

I've traded for 5+ years

and gave away everything I know in this one thread

Here are 30 of the most valuable threads you'll find on twitter:🧵

[🟠 George @OneGSisneros]

I'm 56 years old today.

I want you to win so bad!

This is my best life advice...

[Teddy Mitrosilis @TMitrosilis]

I’ve spent time with:

• Navy SEALs
• Elite athletes
• Serial entrepreneurs

One thing they had in common?

Unbeatable minds.

Here are 9 powerful mindset lessons I learned from them (to save you years of struggle):

[MATT GRAY @matt_gray_]

@dickiebush @businessbarista @blakeaburge @thejustinwelsh @jspeiser @beehiiv @webflow @Shopify @stripe DM me if I can help you.

That's all for today!

If you enjoyed this, follow me @matt_gray_

I write 2 threads each week:

Helping you scale, build systems, and live your dreams.

Learn more here:

https://t.co/2YHW2urYqW

[Miles Deutscher @milesdeutscher]

Everyone says Twitter is the place to be in crypto. But you can't reap the rewards if you're not following the right people.

Following the brightest minds in the space can give you an edge to succeed in this market.

🧵: These are my must-follow accounts on Crypto Twitter. 👇

[Dickie Bush @dickiebush]

Money is not the only thing that compounds.

In fact, it's one of the slowest.

5 things that compound faster:

• Skills
• Writing
• Reputation
• Experience
• Relationships

In other words, build equity first.

Then, extract dividends.