Marshmallowkitkat 🐸

Web 3.0 enthusiastic mind

[Thor @0xThoor]

I spent the past days reading '2024 Outlook' reports from entities like Coinbase, Binance, a16z and more..

Many of these have similar theses on trends like dePIN, AI, Modularity etc.

A comprehensive summary of the biggest ideas you should pay attention to in 2024👇

[Crypto Koryo @CryptoKoryo]

The bull market is on the horizon.

Your window to seize the generational wealth opportunity is narrowing.

What tokens should you invest in?

Introducing my new Narrative dashboard, the ultimate tool to find alpha.

Let's dive in 🧵

[Reads with Ravi @readswithravi]

5 fiction books that I really loved reading 📚

PS: I mostly read non-fiction books but I do read fiction books at times.

[Reads with Ravi @readswithravi]

“What Happened To You?”

This book was like being in a therapy session with Oprah and Dr. Perry.

A very well written book to better understand and overcome the effects of trauma – opening the door to resilience and healing in a proven, powerful way.

10 lessons from the book 🧵

[Thor @0xThoor]

Top 30d revenue generators👇

Chains (L1)⛓
• $122m - Ethereum
• $97m - Tron
• $1m - BNB
• $1m - Solana

Chains (L2)⛓
• $3.8m - Arbitrum
• $2.3m - OP Mainnet
• $1.24m - Base

Derivatives📈
• $7.9m - dYdX
• $3.9m - GMX
• $3.7m - Synthetix
• $1.1m - Gains
• $1m - Vertex

Stablecoin Issuers🪙
• $14.6m - Maker
• $0.4m - Liquity

Liquid Staking💧
• $5.4m - Lido
• $0.1m - Frax Ether

DEXs♻️
• $1.8m - PancakeSwap
• $1.3m - Curve
• $1.1m - Uniswap Labs

Lending🤝
• $1.7m - Aave
• $1m - Radiant
• $0.7m - Compound

Sauce🥫 @tokenterminal

[Thanefield Research @ThanefieldRes]

Weekly Roundup

Most Important DeFi Developments and News of the Week

[Thanefield Research @ThanefieldRes]

Monthly Alpha

Upcoming Narratives and Catalysts of November

[Miles Deutscher @milesdeutscher]

Weekly Token + Narrative Watchlist 🔎

With TOTAL3 breaking out, there are lots of interesting altcoin setups to discuss!

(it's a big watchlist this week).

Starting with crypto gaming:

$YGG: Yield Guild Games is set to host a summit from November 17th to 25th. Recently the market has been highly reactive to conferences and events. YGG's summit could act as a similar positive catalyst. We are already seeing solid momentum, but the conference is still a couple of weeks away so there may be room for a trade here.

$GMT, $AXS, $PYR: Other gaming tokens are also catching a bid, but note it's not just any gaming related tokens - the sector leaders are performing the strongest. We know that once gaming gets going, it runs aggressively. We’re also starting to see some of the big names talking about gaming again - keeping a close eye.

$ARB: Lots happening at Arbitrum at the moment. ARB eco incentives go live next week, with many of the top projects dishing out fresh initiatives. The Arbitrum staking proposal also passed earlier on today. And of course, EIP is still on the horizon as an underlying narrative. One thing I am noticing is that traders on the Binance leaderboards are starting to take some profits on their ARB positions. This is normal, however, and broader fundamental metrics are recovering and are looking solid. Ecosystem alts like $GMX and $PENLE are interesting plays too as they are direct beneficiares of the ecosystem fund.

$XRP: Ripple’s Swell event begins November 8th, and XRP has just been slowly grinding up into the event. XRP was on my watchlist last week, and is up about 20% since then. However, it remains on the watchlist - as I’m watching for news to start to break surrounding Swell. I'm generally wary of shorting in this environment, but if news is released and there’s movement on price - I may look for a sell the news event.

$AGIX & $FET: These are some of the leaders in the AI sector, and are up nicely from last week's watchlist. The OpenAI conference started today - and these tokens (truthfully) have little to do with OpenAI despite the pre-conference run. If no compelling news: also watching for a sell the news event.

$INJ: Just continues to trend higher, with shorters repeatedly getting squeezed. Also - for people wondering “what is the next INJ?” - Injective is the next Injective. Let your winners ride, this is a trending market.

$SOL: FTX continues to send tokens to exchanges, and price continues to not be affected. Either the market is telling you the “bearish overhang” thesis is invalidated, or there is enough buy pressure to outweigh the supply (the latter - in my opinion). Either way: SOL has proven a point here, and if we get any major dips, I’ll be adding.

$STG + $RDNT: Rumours of an impending LayerZero airdrop are rampant, and the odds on Polymarket have increased after the receipt of their SSL license. Expecting news relatively soon. As for specific tokens that may be affected: STG has already run, and I expect it to continue, but RDNT is slightly lagging? Which is odd, as RNDT also fits the Arbitrum narrative (2 birds, 1 stone). I'm definitely keeping an eye on it: I hold a spot position, and it could also present a good opportunity for traders.

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

[Jake Pahor @jake_pahor]

Arbitrum season has arrived.

And Radiant Capital is perfectly poised to capitalise.

Check out my November 2023 research report on RDNT.

🧵

[Reads with Ravi @readswithravi]

5 Books that works like Therapy 🧵

1) What Happened To You? by Dr. Bruce Perry and Oprah Winfrey

[Stacy Muur @stacy_muur]

Poor research?
The monster under your bed: scams, dumps, anxiety, and losses.

Good research?
Your superhero cape: alpha in hand, conviction in heart, timing on point.

How to research? ↓

[Library Mindset @librarymindset]

6 Books To Master 6 Skills

[0xJeff @0xJeff]

𝐍𝐚𝐫𝐫𝐚𝐭𝐢𝐯𝐞 𝐑𝐨𝐮𝐧𝐝𝐔𝐩 #𝟏 — October Edition

Brief Look at Trending Narratives

Looking at Top Protocols Across

➔ RWA
➔ Arbitrum
➔ Solana
➔ AI
➔ Governance Blackhole
➔ LRTFi (Restaking)
➔ LPDFi
➔ SocialFi
➔ Intent
➔ GasFi (Gas Primitives)

Hop on In 👇

[Bankless @Bankless]

NFTs are having a bit of a comeback

Here's everything you need to know from this week in NFTs in 4 minutes or less 👇

[Drake on Digital @drakeondigital]

7 Infrastructure coins im stacking for the bull

1. $Rune - base layer for btc native swaps
2. $Snx - Liquidity layer for Perp dex's
3. $Trac-ordinals/brc20 infrastructure (fun stuff on btc)
4. $akt - Decentralized cloud
5. $link - The Heart of Defi
6. $fxs - Defi's "hidden Hand"
7. $atom - infrastructure coin to get more airdrops 😉

[Andy @andyyy]

@DefiIgnas For those who want to expand their understanding:

[Bankless @Bankless]

Vitalik dropped a blog post about the different types of L2s in Ethereum

Here's the ELI5 summary 👇

[Lookonchain @lookonchain]

UPDATE:

FTX/Alameda transferred ~$20.2M assets today, including:

2,780 $ETH($5M)
47.16M $GRT($4.9M)
1.14M $DYDX($2.6M)
972,073 $RNDR($2.3M)
71.6M $GALA($1.37M)
192,906 $AXS($1.06)
...

As of Nov 1, FTX/Alameda had transferred ~$127.5M in crypto assets.
https://t.co/CPxLi4jr91

[AlΞx Wacy 🌐 @wacy_time1]

Large token unlocks in November🍂🧵

• $IMX - $25.3M, November 03
• $SUI - $159.7M, November 03
• $GAL - $11.6M, November 05
• $HFT - $20.5M, November 07
• $APT - $177.7M, November 12
• $WBT - $214.4M, November 13
• $SEI - $14.4M, November 15
• $UNI - $35.3M, November 16
• $BIT - $68.2M, November 16
• $APE - $21.4M, November 17
• $AVAX - $112.1M, November 24
• $OP - $34.3M, November 30

💡Highlighting this ⬇️

[Miles Deutscher @milesdeutscher]

#Bitcoin dominance cheat sheet.

Bookmark this post for future reference.