Wsewolod

D E G E N

[Wsewolod @sevapravii]

ETH at 10k is one day programmed (c)

[0xGeeGee @0xGeeGee]

https://t.co/TohZ76MWHh

[Minty @DeFiMinty]

Quality Researchers worth looking into

@3xliquidated: Macro & TA
@notnotstorm: Technical thoughts
@simononchain: DeFi research
@PonderingDurian: AI analysis
@Tiza4ThePeople: Trading insights
@mikeykremer: Great writer
@SteimetzKinji: Project research
@howdymerry: Fundamentals
@HadickM: Institutional perspective
@0xavarek: Underrated
@robbiepetersen_: Unique takes
@stablewatchHQ: Stablecoin info

[CryptoAmsterdam @damskotrades]

Many Altcoins are forming the setup that made me catch BTC at $30K and SOL at $30.

1 - How to use it
2 - 10 Altcoin examples

👇

[Astronomer @astronomer_zero]

$ETH

And now, $ETH has bottomed, I bought more $ETH.

Alright, time for an $ETH analysis. It's been too long. But my interest faded at the time. Now I'm interested again at these prices (the glorious 1500-2000$ range).

We called the bottom on $BTC at the very day of the initial low, around 77k, which aged quite well. And after $BTC comes $ETH, that is true for tops, but also bottoms. So now, it's time to call the $ETH bottom and confirm it.

So aside from the $BTC bottom call being confirmed IMO, $ETH also has a clear range where it has performed a false breakdown into the most key initial breakout monthly POI. It also has very clear equal highs at 4000$ which are primed to get revisited.

Finally, we are in the speculative stages of the cycle, $BTC.D is topping out and $DXY has shown its weakness on the high timeframes all as discussed before, and you know my stance on $BTC and you know why I have a large long position (a breakout is coming).

So all things combined, a $BTC move up with a decreasing $BTC.D means that $ETH naturally takes up a larger share.

Sentiment is as bad as ever, and the fundamentals have been unchanged.

All things combined, this bottom call is very useful here. From a cyclical standpoint, $ETH is only up 2x from its stone cold cyclical bottom, yet we are already in the final year of the cycle.

That makes $ETH cheap at a late time, which is why these times maximize opportunity and why holding $ETH minimizes risk adjusted opportunity cost these days.

NFA, but this indeed is not a time to be bearish.

And I think this bottom call will age as well as our $BTC bottom call.

We will see.

[Minty @DeFiMinty]

My Daily Crypto Research Routine

[Minty @DeFiMinty]

My Updated Crypto Toolkit

Research Platforms
@Delphi_Digital
@MessariCrypto
@blocmates

Mindshare
@_dexuai
@LunarCrush
@KaitoAI
@getmoni_io

Screener
@GeckoTerminal
@dexscreener
@CryptoBubbles
@coingecko

Analytics
@DefiLlama
@l2beat
@tokenterminal
@artemis
@flipsidecrypto
@Dune
@CryptoRank_io
@AppBreadcrumbs
@arkham

Trading
@ExochartsC
@tradingview
@parsec_finance

Trenching
@nansen_ai
@ChainEDGE_io
@assetdash
@etherdrops_bot

Portfolio Tracking
@zerion
@DeBankDeFi
@Rabby_io
@phantom
@defiapp
@GeniusTerminal

Dex Aggregators
@CoWSwap
@JupiterExchange
@1inch

Newsletters
@crypto_linn
@thedailydegenhq

[Multipli.fi @multiplifi]

https://t.co/V0ybiXTdqk

[Minty @DeFiMinty]

My Crypto Cheat Sheet

[Diego @diegoxyz]

https://t.co/sByv7Y7kBg

[Teng Yan @tengyanAI]

https://t.co/Y1MQDxXCty

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

https://t.co/Os735SQarQ

[Stacy Muur @stacy_muur]

https://t.co/jlUkmSFB7D

[Foltar @Foltar_]

I’m 91% down from ATH.

65% down of my saving put into crypto.

Today it’s a real crisis for me and I don’t know what to do.

Any of you in the same situation?

[Delphi Digital @Delphi_Digital]

AI agents are no longer just experiments. To succeed in real-world applications, they need a framework built for scale and performance.

How does @arcdotfun compare to the competition? Let’s take a look.

🧵

[Jupiter @JupiterExchange]

We worked closely with the @MeteoraAG team on ensuring an S tier launch for $TRUMP which is obviously one of the biggest launches in the history of crypto.

Thanks to the full scale efforts of the teams, trading and verification went smoothly as it could have, not just on Jupiter, but across the entire ecosystem using Jupiter APIs, including apps crucial to the launch like @moonshot.

Fun fact: the $TRUMP launch used the same LFG stack that launched JUP, including the DLMM pool, ILM design and tight Jupiter integration.

Congrats again to the @MeteoraAG team and the whole ecosystem - great win for us all!

[defizard @belizardd]

Explain Like I'm 5: @pendle_fi.

🧵: What is Boros (trading funding rates).

[Altiorix Trades @AltiorixTrades]

ARC: Shaping the Future of AI Infrastructure and Developer Innovation

@arcdotfun, an innovative project built on the Solana blockchain, is rapidly emerging as a key player in the AI infrastructure sector. Central to its appeal is Rig, an AI framework crafted in Rust, the native language of Solana. Rig has garnered widespread acclaim for its exceptional performance and modular architecture, positioning it as a standout solution for enterprise AI applications on the Solana network.

Key Drivers of Growth and Market Sentiment

The growing enthusiasm surrounding $arc stems from several compelling factors. Rust, the language underpinning Rig, offers unmatched performance advantages over alternatives like TypeScript, making ARC particularly attractive for high-efficiency AI workloads. This technical edge has contributed to a surge in adoption, as evidenced by increasing developer activity and GitHub engagement. Moreover, ARC's proactive approach to community building, including hosting hackathons and carefully curating projects on its platform, underscores its commitment to fostering a vibrant and sustainable developer ecosystem.

Strategic Roadmap and Future Outlook

ARC’s roadmap reflects its ambitious vision for the future. The project is preparing to roll out its first AI agents in January, marking a significant milestone in its evolution. Alongside this, a strategic focus on ecosystem expansion through partnerships and developer engagement is fueling optimism. Speculation around potential high-profile collaborations has further amplified excitement, positioning ARC as a leading contender for becoming the premier AI framework on Solana.

TL;DR of the latest Space by @crypticd22:

The AMA session from @0thTachi confirmed that January will be a pivotal month for $ARC. The team shared inspiring updates about their development plans, highlighting a focused and ambitious approach:

1. List of upcoming projects: Details about new initiatives being built on the ARC platform will be revealed in the coming days.
2. Gradual rollout: Projects will be launched step by step to ensure each receives sufficient attention and support.This method emphasizes the priority of quality over quantity.
3. Thorough review process: Every project undergoes a rigorous evaluation to align with the principle of "quality over quantity."
4. Wide range of applications: Development spans multiple areas, including:
- gaming engines,
- liquidity management in DeFi,
- robotics,
- decentralized infrastructure (DePIN),
- data processing,
- hardware management,
- tax reporting,
- trading solutions, and portfolio management.

5. Focus on gaming agents: These agents are set to revolutionize gaming by tailoring experiences to individual playstyles and skill levels.
6. Ongoing application submissions: Developers can continue submitting ideas for projects to be built on ARC.
7. Integration with major platforms: Plans include incorporating the framework into Telegram, Discord, and other platforms to enhance interaction.
8. No-code Agent Launchpad: The upcoming launch of a platform for creating agents without programming skills will make development accessible to everyone.

[Gammichan @gammichan]

Every $100M Griffain goes up, I add $200M to my $GRIFT target.

[MTS @matrixthesun]

charts are accumulating hard for all of these, with $pippin already starting to breakout.

much higher next imo.

[Cheeezzyyyy @0xCheeezzyyyy]

1/ DefAI makes crypto smarter & accelerates adoption.

The truth is: It needs strong accessibility & distribution which most lack.

Case in point: @SimulacrumIO framework by @EmpyrealSDK’s comprehensive, bottom-up framework solves this.

Here's why its an underdog in DefAI🧵