The Chain Abstraction Market Map: A map of 80+ projects unifying the modular ecosystem.

Many say the airdrop narrative is dead. I don't agree. The rules of the game are changing though and to make money you have to be smart. Just some of the big ones I have on my radar for the next months: ✦ Hyperlane ⏩ ✦ Initia Foundation 🪢 ✦ Astria ✦ Movement ✦

Market sentiment is biased toward pessimism. If prices drop, everyone has their own explanation of why. If prices rise, it is just the bull market. Spotting any market asymmetry is a key to outperforming.

One of the biggest criticisms of chain abstraction is the intangibility of the idea. "Wen?" "Are there any live products I can use?" "Lots of promises of solving UX, but nothing's changed" Here's a list of project demos that you can see for yourself right now 🧵

𝕏 offers quick data insights but can be overwhelming. This year, my top move as a researcher was turning my email inbox into a goldmine of high-quality data. 20 awesome newsletters to follow if you're in Web3 ↓

In good times, investors obsess over the positive, ignore the negative and interpret the situation favourably. Then, when sentiment changes, they do the opposite, with dramatic results.

A DeFi resurgence is coming. Here are 5 meta's you should be following closely. 1. "Just use Aave" With rates set to fall, investors will look to once again access the onchain base interest rate of the economy. Aave is DeFi's liquidity sink with the best risk-adjusted

In the end, someone has to pay for your gains Protocol launches at very low fdv? - Founders are giving up the profits to the “community” Generous airdrop program? - god bless exit liquidity providers Points program running for 1y+? - gg, you’ve been farmed Launching new token

To appchain or not to appchain link.medium.com/nXgP4WSwHNb

These are my TOP AIRDROP TARGETS for the rest of 2024. No ref links, no fluff. Lets get to it... 1. Bitcoin ecosystem: Why? Massive open ocean, huge TVL that could be unlocked, & less diluted because higher learning curve and barrier to entry. The Bitcoin ecosystem right now is

Research tools I like cost $2,724 USD per month • Nansen Malin: Pro $1K (Pioneer $99) • @_kaitoai: $833 • Delphi Digital: $499 • Token Terminal 📊: $325 • Messari: Pro $39 • glassnode: $29 (Pro $833) pls halp But there are free ones to check out: • Dune: Dashboards

Update on Year-to-Date Performance of various crypto categories. This is a Memecoin Cycle. Memecoin dominance will increase in 2025. credit to ceteris for the original table

VC Backed Coins. Focus on Coins with Zero Investor Unlock for Next 6 Months. Focus on Coins where the Unrealized Profits by VCs are below the benchmark ~ 10X Some Alpha: Avail LayerZero EigenCloud ZKsync (∎, ∆)

there is a new meta brewing up which would probably help new alts to find new life + cult community support. Upcoming alt project hear me out: all you need to launch a mascot AI agent before you launch your own token on which you raised funds. Launch your mascot AI agent token

Does the new meta begin? (3,3) + AI agents?

Are memecoins truly a springboard for gains this bull run? • What memecoin trackers don't reveal • Key factors driving cult coins • The current stage of the memecoin cycle • The onboarding risk of the meme thesis In-depth research ↓

A REMINDER THAT: • 60% of all memecoin traders lost money trading memecoins. • 4.7% made no money. • 24% made less than $100. • 11.2% made more than $100. • 3% made more than $1,000. • 0.5% made more than $10,000. • People who have made more than $10K can barely

Wrote this up for my friends trying to make it how to actually succeed in crypto: 1. Have fun and help people 2. lose money learning (required) 3. build skills + network (painful but necessary) 4. position for asymmetric upside 5. capture value in bull markets (dont be a hero)