Samisha

It's me Sam.

[Our Crypto Talk @ourcryptotalk]

These projects belong to more than one crypto narrative. The overlaps are where the real theses live.

AI + L1:

$TAO
$NEAR
$ICP
$INJ

L1 + RWA:

$XLM
$AVAX
$OM
$ALGO
$XDC

RWA + L2:

$MNT
$PLUME
$POL

AI + RWA:

$RENDER
$AKT
$GRASS
$IO
$FIL

All four (AI + L1 + RWA + L2):
$LINK

Save this map. Which overlap are you most bullish on?

[dike @dikerdale]

If you make your first $10,000 in crypto

- Convert it all to USDC
- Stake it on different DeFi protocols
- Earn a free $400-$800 every month
- Reinvest the profits and repeat

You can retire in a few years doing this…

[Our Crypto Talk @ourcryptotalk]

These are the categories, subcategories and projects in crypto you should know about.

CHAINS (L1/L2)

➲ Layer 1: Bitcoin and Proof-of-Work

Bitcoin (BTC)
Litecoin (LTC)
Dogecoin (DOGE)
Bitcoin Cash (BCH)
Kaspa (KAS)
Monero (XMR)

➲ Layer 1: Smart Contract (EVM)

Ethereum (ETH)
BNB Chain (BNB)
Avalanche (AVAX)
Tron (TRX)
Cronos (CRO)
Sonic (S)

➲ Layer 1: Smart Contract (non-EVM)

Solana (SOL)
Cardano (ADA)
Near (NEAR)
Aptos (APT)
Sui (SUI)
TON (TON)
Tezos (XTZ)
Algorand (ALGO)
Hedera (HBAR)
Internet Computer (ICP)

➲ Layer 1: App-Specific

Injective (INJ)
Sei (SEI)
Berachain (BERA)
Celestia (TIA)
Monad (upcoming)

➲ Layer 1: Interoperability

Cosmos (ATOM)
Polkadot (DOT)

➲ Layer 2: Optimistic Rollups

Arbitrum (ARB)
Optimism (OP)
Base
Blast
Mode

➲ Layer 2: ZK Rollups

zkSync (ZK)
Starknet (STRK)
Scroll (SCR)
Linea
Polygon zkEVM (POL)

➲ Layer 2: Other Scaling

Mantle (MNT)
Immutable (IMX)
Metis (METIS)

━━━━━━━━━━━━━━━

AI

➲ Compute and Infrastructure

Render (RENDER)
Akash (AKT)
io net (IO)
Aethir (ATH)

➲ Networks and Protocols

Bittensor (TAO)
Artificial Superintelligence Alliance (FET)
Near (NEAR)

➲ Agents and Platforms

Virtuals Protocol (VIRTUAL)
ai16z / ElizaOS (AI16Z)
Venice Protocol (VVV)

➲ Data and Models

The Graph (GRT)
Grass (GRASS)
Vana (VANA)

Heads up: AI is the most narrative-driven category here. Some tokens have thin links between the actual product and the token itself, so treat the agent and meme names as high risk.

━━━━━━━━━━━━━━━

RWA (Real World Assets)

➲ Tokenized Treasuries and Yield

Ondo (ONDO)
OpenEden
Superstate
Franklin Templeton (BENJI)

➲ Private Credit and Lending

Maple (MPL)
Centrifuge (CFG)
Goldfinch (GFI)

➲ Tokenization Infrastructure

Chainlink (LINK)
Polymesh (POLYX)
Mantra (OM)
Plume (PLUME)

➲ Commodities and Precious Metals

Pax Gold (PAXG)
Tether Gold (XAUt)

➲ Real Estate

Propy (PRO)
Propbase (PROPS)

━━━━━━━━━━━━━━━

DEFI

➲ DEXes and AMMs

Uniswap (UNI)
Curve (CRV)
PancakeSwap (CAKE)
Raydium (RAY)
Aerodrome (AERO)
Jupiter (JUP)

➲ Lending and Borrowing

Aave (AAVE)
Sky / Maker (SKY, MKR)
Compound (COMP)
Morpho (MORPHO)
Kamino (KMNO)

➲ Derivatives and Perps

Hyperliquid (HYPE)
dYdX (DYDX)
GMX (GMX)
Synthetix (SNX)

➲ Liquid Staking and Restaking

Lido (LDO)
Rocket Pool (RPL)
Jito (JTO)
EigenLayer (EIGEN)
ether fi (ETHFI)

➲ Yield and Structured Products

Pendle (PENDLE)
Ethena (ENA)
Convex (CVX)
Yearn (YFI)

➲ Stablecoin Issuers (DeFi-native)

Sky / Maker (DAI, USDS)
Ethena (USDe)
Liquity (LUSD)
Curve (crvUSD)

[Our Crypto Talk @ourcryptotalk]

Where would I invest today (Top 100 coins edition):

Most Risk:

$AERO

High Risk:

$INJ
$ALGO
$ICP

Medium Risk:

$AVAX
$SUI
$KAS
$NEAR
$ONDO

Low-Med Risk:

$TRX
$LINK
$XRP
$HYPE
$TAO

Low Risk:

$BTC
$ETH
$SOL
$BNB

Which token did we miss out on here? (NFA)

[Solana Hub @SolanaHub_]

The Solana Ecosystem Tier List

Solana Core

@JupiterExchange
@kamino
@jito
@Raydium
@DriftProtocol
@sanctumso
@MeteoraAG
@PythNetwork
@phantom
@MarinadeFinance

Blue Chip

@orca_so
@helium
@Pumpfun
@wormhole
@Backpack
@MagicEden
@tensor_hq
@metaplex
@marginfi
@PhoenixTrade

High-Conviction Growth

@Ondo
@xStocksFi
@Securitize
@SuperstateInc
@maplefinance
@Parcl
@save_finance
@ZetaMarkets
@debridge
@Loopscale

Strong Ecosystem

@bonk_inu
@dogwifcoin
@pudgypenguins
@MadLads
@Lifinity_io
@mangomarkets
@Hivemapper
@rendernetwork
@nosana_ai
@grass

Emerging

@project0
@CetusProtocol
@_WOOFi
@LightProtocol
@GenesysGo
@staratlas
@SharkyFi
@ODDSFi
@dflow

What are we missing?

[Coin Bureau @coinbureau]

🚨JUST IN: Coinbase CEO Brian Armstrong says crypto wins no matter how the CLARITY Act vote turns out.

“If it passes, we get legislation,”

“If it doesn’t pass, the SEC and CFTC are ready to issue rules.”

Armstrong said the Sept. 15 Senate vote will bring regulatory clarity regardless of the outcome while speaking on CNBC early Thursday morning.

He added that the bill is “ready to get a YES vote,” saying the senators he has spoken with are on board.

Armstrong said the main issue still standing in the way is ethics rules for government officials holding digital assets.

[Solana Hub @SolanaHub_]

The Solana ecosystem mapped out. Every sector, every major protocol building right now.

DeFi, RWAs, AI, DePIN, Payments, Gaming, Infrastructure and more.

Which ones are you watching? 👇

[DestinyFX @destined4life_]

The journey of a trading beginner 😅

[Our Crypto Talk @ourcryptotalk]

Pick one from each narrative.

RWA: $ONDO / $PLUME / $PENDLE

DeFi: $AAVE / $MORPHO / $SYRUP

DeAI: $TAO / $RENDER / $VVV

L1: $SUI / $SEI / $AVAX

Perps: $HYPE / $DYDX / $LIT

Privacy: $ZEC / $XMR / $NIGHT

Not on the list? Name yours and say why.

We'll tally every reply and publish the results next Sunday!

[curb @CryptoCurb]

solana:So11111111111111111111111111111111111111112 is going to $1,000

[Solana Daily @solana_daily]

Solana AI Ecosystem Map 📸

🔸 AI Agents:
@clawpumptech, @xmaquina, @VeryAI, @moltmatch, @colosseum, @corbitsdev, @Chain_GPT, @trypurch, @t54ai, @PerleLabs, @BagsApp, @useKled, @elfa_ai, @Karmawallet, @RealmsDAO, @rainmakerdotfun, @Hey_Amiko, @trythreews, @Dither_Solana

🔸 Infrastructure: @virtuals_io, @arcdotfun, @elizaOS, @HeyAnonai, @Cod3xOrg, @mobyagent, @almanak, @SAIDinfra, @EmblemVault, @printfun_, @StrawberryAI_5, @zodsonsol, @swarmnode, @swarms_corp, @TokenOS_AI, @codecopenflow, @homebrewrobots

[PattyIce @Pattyice]

Me trying to catch the next runner

[Cointelegraph @Cointelegraph]

🔥 INSIGHT: Speaking with @itsciaranlyons, @coinmarketcap head of research Alice Liu warns that AI tokens with no real utility or infrastructure are at real risk of going to zero.

Even the legitimate infrastructure plays aren't immune, she says, since much of the sector is still priced on attention rather than fundamentals.

#TRADESECRETS

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk just recorded the second-largest 1hr short liquidation in all of crypto, behind only $ZEC (a $16.4 billion cryptocurrency!)

and here's where things get REALLY interesting:

literally every key metric is now at an ATH

except the price 👀

- $185m+ in 24hr spot volume
- $2.2b+ in 24hr perps volume
- $200m+ in CEX perps OI
- 9,600+ new holders in just 7 days

all of this...

for a $240m memecoin

every single one of those numbers is an ATH for solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk

and here's the craziest part:

these metrics weren't even remotely this strong when solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk was trading at its previous $450m ATH

the fundamentals and activity are exploding

while the price is still sitting almost 50% below ATH

i've seen this movie before

this kind of action is eerily similar to what we saw with $PEPE before its major expansion last cycle

first, the metrics started screaming

then the price caught up

and once it did...

there was no stopping it

$PEPE went from roughly $300m to $4b, cooled off, and eventually went on to reach $11b+

throughout this entire bear market, i repeatedly said that i believed solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk had the potential to be a $DOGE / ethereum:0x95ad61b0a150d79219dcf64e1e6cc01f0b64c4ce type runner this cycle

many laughed

many faded it

many ignored me

but increasingly...

the numbers are beginning to validate the thesis

and you can argue with opinions

you can argue with narratives

but you CANNOT argue with cold, hard data 👀

[Solana @solana]

Mert on why you build on Solana, live at Solana Summit Serbia:

"You really don't have another choice today. There is no chain that can do more scale, that has incubated more startups disproportionately given the market cap, that has all the liquidity concentrated in one venue."

"Core devs are already bringing block times down to 300 milliseconds, which was 400 a few weeks ago. More activity onchain means more financial activity, more users, more startups, more funding. It's the flywheel of creating the Silicon Valley."

"Why Solana? It's by far the best in scalability, performance, and startup ethos. Failing is accepted here because you can just get up and try again."

"And we have some pretty good memes."

@mert @SuperteamBLKN @SolanaSummitOrg

[Nofe @Nofelinesss]

I'm literally giving you guys the tips nobody shared with me when I first got into trading memecoins.

I blew paycheck after paycheck.

I chased every runner.

I held losers too 0.

I refused to take profits.

I was depressed, losing hope, and thought maybe I just wasn't cut out for this.

Then one of the OGs took me under his wing.

He didn't give me "alpha."

He taught me discipline.

How to size positions.

How to scale out.

How to be patient.

How to protect my capital.

That's when everything changed.

The biggest lesson he taught me was this:

The $100,000 isn't made on the day you find the winner. It's earned through the habits you build before you ever find it.

I already believe that $100,000 is mine.

The only thing standing between me and it is whether I trade with the discipline of someone who deserves to manage $100,000.

That's why I'm sharing everything I wish someone had taught me on day one.

[Nofe @Nofelinesss]

This is a perfect example of what I mean when I say "scale out."

I wasn't trying to sell the top.

Every time the coin made a strong move, I sold another $28.

One sale paid back my initial.

The rest locked in profit.

By the time the chart was really running, I had already removed the stress.

Now I'm playing with a moonbag because I'm still bullish on the narrative.

This is the mistake most new traders make:

They either...

• Hold 100% hoping for another 10x, then round-trip everything.

Or...

• Sell 100% at the first 2x and watch the coin do 50x without them.

The best traders do neither.

They scale out into strength.

Sell 10-20% on the way up.

Lock in profits.

Remove your initial investment.

Then let your conviction ride with house money.

[Nofe @Nofelinesss]

Every Memecoin Has 4 Phases.

Once you understand these 4 phases, you'll stop asking "Is it over?" every five minutes and start making decisions based on what the market is actually telling you.

Here's how I look at it:

1. Launch

This is where most people lose their conviction.

Not because the narrative is bad but because the chart is designed to make you question yourself.

The moment a coin launches, early whales, snipers, and large wallets all have different agendas. Many of them don't want retail getting comfortable with an early entry.

Violent selloffs, fake reversals, and constant volatility are enough to shake out most holders before the real move starts.

A lot of people sell the bottom simply because they think the coin is dead.

Then it sends.

During this phase, don't just stare at the candle.

Watch the buyers.

If a coin bonds, dumps hard, and then you begin seeing consistent large buys while volume slowly builds back up, that's usually a much healthier sign than a chart that only goes straight up with no real traders in.

Launches are also filled with vamp attempts and copycats. Everyone wants the lowest entry and the most supply, so liquidity gets split across multiple versions.

This is where tracking wallets becomes valuable.

The smart wallets usually tell you which launch they're actually committing to and which one they're just farming.

If tracking wallets isn't your thing, that's okay.

Wait 10-15 minutes.

Let the market decide which chart wins.

Then dollar cost average into strength instead of aping your full position at once. Your average entry will usually be much cleaner, and you'll avoid becoming exit liquidity on the first candle.

2. Discovery

This is where the market decides whether the coin deserves another leg higher.

The narrative has proven people are interested.

Now it has to prove they want to keep buying.

This is where I pay the closest attention to volume.

If the coin is trending but buying pressure starts fading, be careful.

Whales know retail loves to hold onto hope.

You'll often see fake pumps that convince everyone a new all-time high is coming, only for liquidity to slowly disappear while large holders distribute into every bounce.

If volume continues increasing alongside price, that's a completely different story.

Fresh buyers are still entering.

The market is still accepting higher prices.

That doesn't guarantee another 5x but it tells you the trend still has fuel.

Always remember:

Price can lie.

Volume usually doesn't.

3. Euphoria

This is the phase everyone dreams about.

Twitter won't stop posting it.

Influencers suddenly "called it early."

Everyone who ignored it yesterday now believes it's going to infinity.

This is also where the worst decisions get made.

People stop looking at risk.

They stop taking profits.

They convince themselves every dip is "just another buying opportunity."

Sometimes that's true.

Most of the time, it's the beginning of the next phase.

When everyone agrees the coin can only go higher, that's when you should become the most objective.

Ask yourself:

Is new demand still entering?

Is volume growing or fading?

Are whales adding... or quietly selling into strength?
Euphoria creates blind conviction.

4. Distribution

This phase isn't always one giant red candle.

It's usually much slower than people realize.

Large holders don't dump everything at once.

They sell into strength while retail happily buys every dip.

The biggest thing I watch here is the relationship between demand and supply.

If supply keeps rotating into new buyers while demand remains strong, the trend can continue much longer than people expect.

But once new demand begins slowing and large wallets keep feeding supply into every rally, the probability of continuation drops significantly.

That's why distribution is so dangerous.

The chart can still look healthy while smart money is quietly leaving.

Retail usually realizes what's happening after the move is already over.

Final Thoughts

Most people only study candles.

The best traders study behavior.

Every phase tells a different story.

Your job isn't to predict the future.

Your job is to recognize which phase you're in before everyone else does.

Because once you know the phase...

Your decisions become a lot easier.

[Naoshi @Naoshi100x]

How do you know if a coin has potential in 30 seconds?

Most beginners spend too long overthinking a decision that should be instant.

Here's my exact checklist 🧵👇