PECTRA este LIVE pe Ethereum $ETH. TOT ce trebuie sa stii👇
Pectra aduce îmbunătățiri masive în staking:
EIP-7251 crește limita de staking pe validator de la 32 ETH la 2.048 ETH, ceea ce înseamnă o eficiență mai mare pentru marii deținători și pool-urile de staking.
EIP-6110 reduce timpul de activare a depozitului validatorului de la 9 ore la doar 13 minute.
Abstractizare a conturilor:
EIP-7702 transformă portofelele obișnuite (EOAs) în conturi ce funcționează ca smart contracts.
Aceasta permite tranzacții grupate, sponsorizarea taxelor de gaz, securitate pe bază de chei de acces și opțiuni de recuperare.
Rollup și Scalabilitate:
EIP-7691 crește capacitatea blob-urilor, permițând mai multe tranzacții Layer-2 și îmbunătățind scalabilitatea.
EIP-7623 optimizează cerințele de lățime de bandă pentru rețea.
Experiența validatorului:
Cu EIP-7002, retragerile devin mai sigure și mai flexibile, oferind o experiență mai bună pentru operatorii de validatori.
Securitate și experiență a utilizatorului:
Mai multe EIP-uri se concentrează pe securitate, performanță și ușurință în utilizare, bazându-se pe feedback-ul comunității.
De ce este Pectra important pentru Ethereum?
Pe termen scurt:
Îmbunătățește eficiența staking-ului și flexibilitatea recompenselor, consolidând poziția Ethereum față de rivali precum Solana.
Pe termen lung:
Deschide drumul pentru portofele modulare, protocoale DeFi și aplicații on-chain mai scalabile.
Ethereum devine infrastructura ideală pentru produse instituționale, inclusiv ETF-uri ETH staked.
Tu ce părere ai despre aceste upgrade-uri? Daca ai ajuns pana aici as aprecia un like+repost. Much love
“Altcoins Will Never Rise Again!”
A long thread is coming up about BTC dominance, “old money” / “new money“ in crypto, market trends, rules to follow in alt season, and most importantly, when the next alt season will start. 🔍
It’s clear that there’s a lot of frustration floating in the crypto market at the moment. BTC has been rising non-stop for a few weeks, hitting ATH after ATH, and yet, ETH is at an all-time low vs. BTC, along with most altcoins. There’s a very clear cause for this phenomenon. In every bear market, enthusiasm disappears from the market, and old money gradually pulls out of altcoins and moves into BTC because they know BTC leads any rally in the first phase of the bull market. Now that we understand this phenomenon, let’s look at the first two conditions that must be met for old money to move back into altcoins:
1. BTC must consolidate on a long-term upward trend. ✅
2. These investors need to make enough profits from BTC to take on additional risks. Remember, old money is the first to set the tone for an alt season, and new money follows. ⏳
At the end, I will share my strategy for this alt season and what to watch out for in the coming period.
Key Takeaways
- We may have already reached the top of BTC dominance, or we might have just a few weeks left until alt season.
- We will have confirmation once dominance falls below 57.5%.
- Bitcoin is in price discovery, which favors the beginning of a downward trend in dominance.
- With mid and small-cap coins representing only 9% of the market, any capital shifting from BTC to altcoins will have a disproportionately large effect on their value. This is a critical segment to watch for growth during alt season. 👇
1. DOMINANCE
BTC dominance (#BTC.D) has increased in the last two years from 40% to 60%. In simple terms, this means that bitcoin now represents 60% of the entire crypto market’s value. And the fact that dominance hasn’t dropped yet is the ultimate argument that we haven’t seen the final stage of this bull market, and we still have many months of growth ahead, even if BTC has hit the 100k level.
Dominance decreases aggressively in the last 6-12 months of a bull market, as new projects with new narratives appear and start to “steal” BTC’s market share. Those who make profits from bitcoin, at some point, want to take more risks to increase their BTC holdings by moving money into mid and large-cap alts. They are joined by “Average Joe” (i.e., new money), who thinks BTC is already “too expensive” to invest in, so he will throw his money into small-cap alts (“high risk - high reward coins”). This also explains the explosion of the memecoin sector, where all the new money has entered over the last year. But a lot of new money hasn’t yet entered the market.
If you have the patience to read the article to the end, I will tell you exactly when this massive capital transfer to alts will occur.
Keep in mind that each 1% drop in dominance currently means about $30 billion moving into altcoins. A huge figure! 💥 To put these numbers in perspective, consider that the market cap of the coins ranked in the last 30 positions on CoinMarketCap (CMC) is around $30 billion, meaning a simple 1% dominance transfer to these coins could double their value overnight.
2. HISTORICAL EVOLUTION
If we carefully analyze past patterns, we see that dominance begins its accelerated decline only around the time BTC’s price enters price discovery (i.e., when it surpasses its previous ATH). In the 2017 cycle, dominance began its aggressive decline 7 weeks before this event, and in 2020, the dominance decline started 3 weeks after the price surpassed the previous ATH. Currently, we are in the 3rd week of BTC’s price discovery, and according to the pattern, it’s possible that the top of dominance has already been reached, or it could take just a few more weeks to reach it. 🗓️
3. THE LAST BARRIER
Like any top level, this one is very difficult to anticipate. Therefore, we are not interested in predicting the exact top but in seeing a change in the trend’s direction. Watch for dominance to fall below the green trend line on the chart below for a few days; from that moment, it will be the safest time to enter #altcoins ! Right now, that would mean a value below 57.5%. This is the final confirmation that dominance will start a long period of decline, translating into gains for alts.
4. The Self-Fulfilling Prophecy
Applying classic analysis indicators like Fibonacci retracement on dominance is mostly wishful thinking, but it can have some impact on traders’ collective psychology. In technical analysis, the 0.618 Fibonacci level is an extremely relevant resistance/support level. Dominance has just reached this level, and this means that if it drops below the trend line mentioned earlier, the 0.618 level will be interpreted by traders as a possible top, giving them much more confidence to invest in alts from that moment.
5. OTHERS.D
Now, I will show you a chart that provides even more confluence to the data I’ve presented so far. It’s about OTHERS.D, a chart that tells the story of all the coins outside the top 10 CMC (CoinMarketCap). This chart reflects the dominance of mid-cap and small-cap cryptocurrencies, exactly those coins where most of you have, or plan to invest, the majority of your money. Believe it or not, this segment currently represents only 9% of the entire market. Now, perhaps many of you better understand why I mentioned earlier that a 1% transfer from BTC dominance to altcoins could have a huge impact on the price of most alts. In this 9% segment, there are tens of thousands of coins listed on CMC. The chart below shows how, every time OTHERS.D dominance hits that yellow trendline, it rebounds aggressively upwards. Is it safe to say that there’s a very high chance it will happen again this time? I think so. I expect this to have been the bottom for OTHERS.D. Another reason to believe that bitcoin dominance is very close to its top level for this cycle.
6. ALTCOIN SEASON INDEX
Are we in #altcoinseason? The short answer is NO. ❌ Both the CMC index and the BlockchainCenter index indicate the same thing. It looks like we’ve just exited the bitcoin season and are quickly heading toward an alt season.
7. NEW MONEY
A significant portion of the new money will bypass BTC. 💸 It will mostly enter the #OTHERS.D segment, which will further fuel the growth of mid-cap and small-cap alts. The total amount of circulating stablecoins ($176.2B) just surpassed the previous ATH from the last cycle a few days ago, and from now on, I expect new money to enter the market at a much faster pace.
8. HOW TO PREPARE FOR ALT SEASON How To Pre
• Get rid of old projects in your long-term portfolio. Over 90% of them will not reach or surpass their previous ATH (I’ll explain why in another post). 📈
• Invest in segments and narratives that are trending now. The crypto market is highly emotional and very responsive to new trends. Only the coins in the right segment will achieve massive gains this cycle (Layer 2 solutions or bitcoin ecosystem coins are just a few I’m watching; I’ll write an article on this too, stay tuned). 🏺
• Always check the value of coins in relation to BTC, as this is what truly matters during an alt season. ✅
After 9 years in crypto, I decided to create a series of articles to help both newcomers and seasoned investors navigate this market. I’ll need your help to get this analysis to as many people as possible - a retweet and a like would go a long way in spreading the message. 🙏
US Bond Yields, DXY and Risk Assets Outlook:
How I positioned and look to position myself short/medium term based on the current macro conditions, Rate Cycles & some very interesting inter-market correlations, a thread below (bookmark for later) 🧵👇
Dexscreener is the most undervalued tool to find 1,000x memecoins.
It's pretty easy to find them, if you know how to use it right.
You don't need to be a genius or a fortune-teller.
These 6 SECRETS will help you outperform 99% of crypto bros 🧵👇
My portfolio went from $2,500 to $80k for 1 year tracking whales' wallets
And I spent 46 hours searching VCs wallets & where they invest in
I've collected 13 the best VCs wallets for tracking
Track them all for FREE & enjoy by massive gains 🧵👇
Turning $1,000 into $100,000 doesn't need endless trades.
Lowcaps could become market giants in the next few months.
8 under-the-radar gems with 100x potential I'm bullish on 🧵⬇️
Inca una #undeimibagnasulinweb3
Daca iti place sa farmezi airdrops am gasit o varianta gamificata care face lucrurile mult mai fun. Pentru Bull Marketul care vine cred ca e important sa te pozitionezi in cat mai multe oportunitati si aici pare ca isi cauta comunitate o mare parte din cele importante.
Faci questuri, primesti XP si esti eligibil la diferite airdrop-uri de la protocoalele respective. Mie mi se pare interesant. Plus ca cine stie cum isi fac si ei un token ^^
Daca vrei sa incerci uite aici link
https://t.co/Ga9TahE4xi
Sunt convins ca deja multi sunteti aici si farmati, deci, ce level aveti? :)))
https://t.co/JWJxvuflFy
Aleksei Navalnîi, cel mai important lider al opoziției din Rusia din ultimul deceniu, a murit în închisoare. Autoritățile ruse precizează că s-a simțit rău pe 6 februarie “după o plimbare”, s-a prăbușit și nu a răspuns manevrelor de resuscitare. Cauza morții nu este cunoscută.
AI revolution is approaching, and it's going to be massive!
By year's end, the AI market could hit trillions.
Low caps will transform into the new market giants!
Don't miss my curated list of AI & GPU projects 🧵👇
GameFi
GameFi (Game Finance) combina elemente din finantarea descentralizata cu lumea jocurilor online pentru a oferi jocuri bazate pe blockchain. Introduce conceptul de play-to-earn (P2E), in care activitatea de joc aduce jucatorului active digitale, obiecte rare si multe altele.
Platformele GameFi sunt sustinute de contracte inteligente care executa automat anumite actiuni atunci cand sunt indeplinite anumite conditii. Flexibilitatea si programabilitatea contractelor inteligente le fac un instrument puternic pentru a crea experiente GameFi unice si inovatoare.
Inima oricarui proiect GameFi de succes consta in jocul sau. Cheia este de a crea un joc pe care jucatorii doresc sa-l joace de dragul sau, nu doar pentru recompense financiare. Aceasta inseamna concentrarea pe naratiuni captivante si pe imagini uimitoare. Recompensele ar trebui sa para o parte naturala a ecosistemului jocului, imbunatatind experienta, mai degraba decat sa fie singurul motiv pentru a juca. Crearea unui proiect durabil GameFi in 2024 necesita o abordare cu avansata, care se concentreaza pe un design puternic al jocului, recompense echilibrate, fluxuri diverse de venituri si guvernanta comunitatii.
Cateva exemple demne de remarcat:
🔹Pixels
In 2023, Pixels a aparut ca un joc Web3 remarcabil in reteaua Ronin. Un MMO agricol care recompenseaza jucatorii cu tokeni Berry pentru misiuni, cultivarea resurselor si tranzactionare. Explorand lumea diversa a Pixels, jucatorii vor participa la multe activitati, inclusiv agricultura, cresterea animalelor si explorarea fascinantului univers Pixel. Proiectul detine un duo-token, BERRY si PIXEL.
https://t.co/DryTL3mu26
Investitori: Animoca Brands si PKO Investments.
Pixels promite ca va exista posibilitatea de a implementa un viitor airdrop.
🔹Mythical Games
Mythical Games este renumit pentru ecosistemul lor, impreuna cu Mythical Marketplace si jocuri unice care folosesc tehnologia blockchain. Proiectul si-a propus sa creeze jocuri care sunt extrem de interactive si distractive, dar care pot oferi oportunitati de a castiga venituri suplimentare.
https://t.co/moT4pfmPTK
Investitori: Ark Invest, Animoca Brands, a16z, MoonPay, Andreessen Horowitz, Binance Labs etc
Dezvoltatorii au sugerat ca va exista un posibil airdrop.
🔹Xterio
Xterio este o companie dedicata dezvoltarii si furnizarii de jocuri GameFi de inalta calitate. Au creat o platforma unica, oferind o experienta combinata intre joc si posibilitatea de a face bani (Play-and-earn). Proiectul ofera o solutie GaaS (Game-as-a-service) care ajuta la integrarea jocurilor in platforma Web3.
https://t.co/eOYKLb4YFp
Investitori: Binance Labs, Animoca Brands, HashKey, Foresight Ventures etc
Token: XTER (nelansat)
🔹Forge
Forge este prima platforma de jocuri care le permite jucatorilor sa-si regrupeze viata din jocuri si realizarile intr-un singur profil si sa castige recompense pe baza participarii lor.
https://t.co/EpHOTD7CzD
Investitori: Riot Games, Animoca Brands, Polygon Ventures, HashKey Capital etc
Token: fara date
🔹BigTime
Big Time este un RPG cooperant captivant, care imbina perfect luptele in ritm rapid, obiectele de colectie NFT si o aventura expansiva care se intinde pe diferite epoci ale istoriei omenirii. Jocul se mandreste cu un stil de arta distinctiv care reuneste diferite epoci, creand scenarii uimitoare din punct de vedere vizual.
https://t.co/hetP2QSROw
Investitori: Alameda Research, OKX, Circle, Digital Currency Group etc
Token: BIGTIME
🔹Shrapnel
Shrapnel este un joc blockchain free-to-play, bazat pe misiuni (FPS), creat de Neon Media. Este conceput pentru a oferi jucatorilor instrumente de creatie pentru a participa la lupta, in timp ce socializeaza cu o comunitate solida de colegi si participa la determinarea viitorului jocului.
https://t.co/1dA6AXJxuY
Investitori: Polychain Capital, Brevan Howard Digital, Franklin Templeton etc.
Token: SHRAP
LAYER 2 PE BTC
Protocoalele Layer 2 pe blockchainul Bitcoin şi inscripțiile 𝐯𝐨𝐫 𝐚𝐯𝐞𝐚 𝐜𝐞𝐥 𝐦𝐚𝐢 𝐦𝐚𝐫𝐞 𝐡𝐲𝐩𝐞 𝐢𝐧 𝐩𝐢𝐚𝐭̦𝐚 𝐜𝐫𝐲𝐩𝐭𝐨 𝐝𝐢𝐧 𝟐𝟎𝟐𝟒. Suntem înca foarte la început.
Taproot, Ordinals si mai nou #Atomicals prin standardul BRC-20, CBRC-20, ARC-20 deblochează noi capabilități pentru rețeaua Bitcoin, cum ar fi utilizarea lor în protocoalele DeFi, NFT-uri şi alte aplicații blockchain.
Se dezvoltă în umbra noi protocoale pe #BTC iar în 2024 vor ieși la lumină proiecte inovatoare.
Voi încerca să posteze cât mai des despre ele, deoarece vânez proiecte în care cred că 𝐩𝐨𝐭 𝐚𝐯𝐞𝐚 𝐮𝐧 𝐩𝐨𝐭𝐞𝐧𝐭̦𝐢𝐚𝐥 𝐝𝐞 𝐜𝐫𝐞𝐬̦𝐭𝐞𝐫𝐞 𝐝𝐞 𝟓𝟎-#100x.
Momentan cel mai folosit marketplace este: https://t.co/sxzM6q97mr
Pentru început, vă recomand să urmăriți cateva proiecte prezentate în imaginile de mai jos:
a16z invested in 20 different protocols.
These investments span across different sectors, including DeFi, Infrastructure, Gaming, L3s, and Interoperability.
Here's the complete list of these protocols and how to find them. 🧵⬇️
Gambling-market generated +$95B in revenue in 2023 📈
No doubt, the GambleFi sector will get over 100-1000x in 2024!
Here are 5 GambleFi tokens to ensure HUGE gains by the next year🧵⬇️
Bull market mistake: Becoming complacent with your analysis.
Complacency mixed with new tokens being created is a disaster.
Opportunity is everywhere… but more than 90% of new pairs will rug.
Using crypto's best-kept secret, let me show you how to spot them: 🧵 👇