ProjectOnchain

Writer @8020Crypto | Onchain Analyst Looking to Turbocharge a #Bitcoin Endgame

[ProjectOnchain @projectonchain]

#TokenTalkTuesdays

introducing this week's THREAD-OF-THREADS on $EGLD 🟢

a sleeping giant? 🔥 to help determine if this old flame can still compete, we've curated a list of the top 5 ALPHA THREADS that we think everyone should read on @MultiversX

[Bravos Research @bravosresearch]

Uncertainty has just spiked to levels seen only once since 1995

Right now, 3 KEY factors will decide if the market crashes or hits new ATHs

A thread 🧵

[₿IRB @crypto_birb]

How much $BTC you need to retire (@apsk32)

[Peter Duan @BTCBULLRIDER]

Exactly 129 days, a Bitcoin prophecy was born.

On November 5, 2024, Josh Mandell, a legendary Wall Street trader, called his shot when Bitcoin was trading at $74K.

Here is a breakdown of the prophecy and what it means for Bitcoin's price action this cycle.

A 🧵:

[Julio Moreno @jjcmoreno]

Bitcoin is near a fresh ATH.
Under a valuation perspective $84K would be the next target (the "upper" band).

[Michael Dell 🇺🇸 @MichaelDell]

Fascinating #Bitcoin

[Superteam @superteam]

“Why do you need a web3 version of Uber?”

Here’s why.

Featuring @Teleport: a ridesharing app built on Solana

[ProjectOnchain @projectonchain]

And so it begins.... #Bitcoin

[ProjectOnchain @projectonchain]

#WisdomWednesdays

some wise advice from one of our faves @hooeem 👊

taking notes ✍

[hoeem @hooeem]

Big debate on diversification.

I can see both sides of the argument.

Here’s my dumb left-curved viewpoint if you care to pay attention: 👇

𝟏: 𝐃𝐮𝐫𝐢𝐧𝐠 𝐚 𝐛𝐞𝐚𝐫 𝐦𝐚𝐫𝐤𝐞𝐭

Diversification is dumb AF.

We all complain about inflation in fiat but alts have a far greater inflation than 99% of fiat currencies.

Therefore it’s not unusual to see these go down 90%+ in a bear market as there’s no buying pressure to make up for the inflation + sell pressure.

This changes in a bull market.

𝟐: 𝐃𝐮𝐫𝐢𝐧𝐠 𝐚 𝐛𝐮𝐥𝐥 𝐦𝐚𝐫𝐤𝐞𝐭

Diversification is smart AF.

Different strong narratives will see spells of upside, certain coins inside that will outperform others.

I argue that it’s good to stick to 2-5 narratives (could even do 1 but I’m too dumb to time that) that will do well.

For example:

- AI
- GameFi
- RWAs
- Perp DEXs
- L1’s + eco (shorter term flips in eco)
- L2’s + eco (shorter term flips in eco)

Some of these will crossover so you can be covered in a few narratives.

Diversify in the strong ones that cover your ass.

The risk of a project you have having an exploit, or fud is too great in crypto to maintain conviction in only 1 coin in each narrative.

Therefore it’s sensible to spread your load in a few coins from different narratives that:

A: Outperform the market
B: Dip less than their competition

It’ll give you peace of mind that you’re not “missing out” as the worst thing you can do is chase rotation, after rotation, continuously buying tops and continuously selling bottoms.

𝐀𝐧𝐲𝐰𝐚𝐲, if that helped you in any way then please drop your pirate friend a like.

I’m going to keep dropping spells of info from my experience to help you in your journey.

Currently working on a thread covering L1’s to help you in that environment too!

Turn notifications on so you don’t miss it!

[ProjectOnchain @projectonchain]

@CryptoGirlNova what is after multi-chain DEX I wonder... 🧐

[ProjectOnchain @projectonchain]

@stackhodler they've been waiting a long time 🐌

[ProjectOnchain @projectonchain]

#TokenTalkTuesdays

where there is revenue generation, there is opportunity 📈 never forget that

great share from @jake_pahor 👊

[Jake Pahor @jake_pahor]

It blows my mind that in just 1 year, Ethereum has:

• Generated $2.1b in fees
• Processed $380m transactions
• Total Value Secured over $420b

Fade at your own peril.

[ProjectOnchain @projectonchain]

@CryptoTony__ $NAKA could be up there

[ProjectOnchain @projectonchain]

@SolidTradesz $SSV has to be on the list 👌

[ProjectOnchain @projectonchain]

#MarketMondays

main event? we have got the popcorn ready 🍿

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: Grayscale CEO says “It's been a ten year dress rehearsal. We're ready for the main event.” 👀

[ProjectOnchain @projectonchain]

#MarketMondays

the supply dynamics piece everyone needs to read ahead of 2024

thanks @_Checkmatey_ 👊

[_Checkmate 🟠🔑⚡☢️🛢️ @_Checkmatey_]

The 2024 #Bitcoin halving is coming, estimated to be in April next year.

Past cycles have also seen an impressive 1yr return profile of 400%+ following the event.

In this edition, we study the supply dynamics and investor behaviour that underpins this.

https://t.co/Obo9lIwoQl

[ProjectOnchain @projectonchain]

@AltcoinDailyio “Apple to buy 10,000 ETH for their balance sheet”

can you imagine 👀?

[ProjectOnchain @projectonchain]

@sistineresearch i think we’d be good with just access to Satoshi’s wallet 👌

[ProjectOnchain @projectonchain]

@thomas_fahrer one of the best pieces of advice we have seen 🫡

[ProjectOnchain @projectonchain]

#MarketMondays

#Bitcoin and crypto love global M2 money supply

and guess what?

M2 has been on the rise all 2023 👀

[Raoul Pal @RaoulGMI]

It really loves Global M2... this is when BTC outperforms the NDX and crypto becomes the Super Massive Black Hole...

[ProjectOnchain @projectonchain]

GM GM GM!

it is #TechnicalAnalysisThursdays 📈📊📉

@tradingview locked and loaded - things are looking green 🟢😎

drop your altcoin requests down below 👊