Prithvir
@Prithvir12
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Founder and CEO @loch_chain. @DukeU. Nullius in verba. e/acc
Loch
Joined June 2019
Anyone paying attention can tell that. prediction markets are more reliable than the news. Trust in journalists, pollsters, and experts is at an all-time low. We looked at on-chain data for the largest prediction market, @polymarket. We'll cover:.1. Usage and adoption.2.
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Interesting idea from @CryptoHayes on how to think about selling bitcoin. Don't look at BTC in fiat terms. Look at BTC's price in energy terms. Today 1 BTC is worth ~500 barrels of oil. If 1 BTC = 10k barrels of oil, maybe sell BTC to buy energy producing assets. but not to
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[Trigger Warning]. @HyperliquidX faces some serious risks. I've organized them in descending order with mitigation logic where applicable. 1. OpSec.2. OFAC.3. SEC.4. Market-Maker Vault Concentration.5. Performance Degradation.6. FDV to Float Ratio. 1. OpSec risk.Wallet
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most visited consumer crypto products in june. 1. @CoinMarketCap - 104m.2. @dexscreener - 57m.3. @coingecko - 46m.4. @coinbase - 35m.5. @etherscan - 10m.6. @pumpdotfun - 9m.7. @krakenfx - 8m.8. @DeBankDeFi - 8m.9. @Polymarket - 2m.10. @DefiLlama - 2m. what's common.
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13 Predictions for 2024. Written in collaboration with @yoshi_eth2. Trust me, you'll want to bookmark this for later.
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How to Profit from AI Coins this Month 👀. I'll cover:.- AI catalysts.- Tokens affected by these catalysts.- My personal picks. Dive in for some real alfa. 1) AI Catalysts:. a) $NVIDIA earnings on May 22nd.b) GPT-4o announcement on May 13th @ChatGPTapp.c) @Google IO conference on
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Token Narratives I'm watching right now (November Edition):. 1) ARB grant season.- @GMX_IO: Massive $12m grant to boost liquidity on GMX v2.- @RDNTCapital: $ARB grant, ETH mainnet launch, LayerZero airdrop.- @pendle_fi: 2m ARB grant, RWA yield pools.- @vertex_protocol: TGE soon,
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A four-step process for finding potential 100x tokens 👀. 1) Discovery: .- @_kaitoai is great for spotting changes in sentiment about different sectors and tokens. Sentiment can be a leading indicator for price. - @nansen_ai helps analyze smart money flows into various tokens.
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@MichaelDell @nvidia @grok @xai @elonmusk this reads like an LLM response to the prompt:. "use as few words as possible to pump $DELL stock price as much as possible".
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Token Narratives I'm watching right now (July Edition) 👀. 1) ETH ETF szn will bring attention to beta plays- $PEPE, $ENS, $PENDLE, $LDO. 2) TON could be the next Solana. Distribution is larger and hype is building - $NOT, $REDO, @hamster_kombat, @CatizenAI (Deep dive into TON
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Here’s exactly how we found Unibot at $5 and OLAS at $0.8. Most people don’t really get how to use @DefiLlama. Same tool, better results. Here's how:. Step 1: Filter chains and protocols from $100m to $1b TVL. This is the perfect balance between sufficient trust and ability to
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Token Narratives I'm watching right now (October Edition):. 1) Liquid Staking Derivatives (LSD) and Restaking.• @redactedcartel (btrfly): pxETH launch plus upcoming launch of DINERO stablecoin.• @foldfinance (fold): Migration of crETH2 to mevETH plus launch of MEV protocol.•
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Token Narratives I'm watching right now: (December Edition). 1) AI - Powerful Narrative with wide open design space .- @opentensor: Decentralized AI, $BTC tokenomics, cult community .- @autonolas: Autonomous agents interacting with off-chain data, smart money favorite.-
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Ecosystem deep dive on @ton_blockchain 👀. We'll cover:.- How it works.- Network statistics.- DeFi.- Telegram mini-apps.- Tokenomics.- Ecosystem Tools. 1) How it works. TON is a PoS network that uses dynamic sharding to achieve high scalability. This means:.- Fast Confirmation.-
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Perp DEXs seem undervalued based on fundamentals. Right? WRONG. Sure, on-chain data like TVL growth, 30d fees, volumes etc look good. But, what’s really going on behind the scenes?. The five most relevant protocols are:.@GMX_IO.@dYdX.@vertex_protocol.@muxprotocol
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Simple Breakdown of @eigenlayer Token Whitepaper. 1. $EIGEN Token Introduction. - Function: Universal intersubjective work token. - Definition: A token that needs to be staked to perform work. 2. Concept of Work Tokens. - Purpose: Staked to perform validation tasks on
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5 Fastest Growing Protocols Flying Under the Radar 👀. You might want to bookmark this. 1. @astroport_fi - A leading AMM for Cosmos App-chains, Astroport's recent volume surge is due to Injective. It's the preferred DEX for Injective's new memecoins - $NINJA and $KIRA, and
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We covered $OLAS at a $35m market cap in August. It’s at $106m today. It could be one of the highest returning AI tokens of this cycle. Here's how we think it'll play out. We’ll cover:.- The problem @autonolas aims to solve.- Tokenomics .- Fundamental metrics.- Smart Money
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Smart-money is not riding Solana the way you think. Here's how we see it playing out. @solana pumped more than 100x from $2 to $250 in 2021. However, dreaded “Sam Coins” were deviously engineered by SBF to milk unsuspecting retail. - High FDV, low float on launch.- Insiders
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This sounds crazy but the @DefiLlama ChatGPT plugin has actually helped me improve my on-chain analysis. Here are some ways I use it. Thanks to @0xKofi for creating such an awesome tool!. (x/7)
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Here's a quick method to find real smart money wallets yourself. It's a combination of @coingecko, @DuneAnalytics and @loch_chain - All free to use tools!. Remember to bookmark this tweet so that you can come back to it later. Dive in for some alpha (x/9)
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Front-end Trading Volume @ethereum (7d):. 1. @CoWSwap: $450m .2. @1inch: $383m .3. @Uniswap: $372m.4. @Uniswap v2: $153m .5. @okxweb3 wallet: $93m .6. @BananaGunBot: $89m .7. @CurveFinance: $99m .8. @MaestroBots: $79m .9. @odosprotocol: $77m .10. @MetaMask: $48m . Takeaways: . 1.
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Token narratives I'm watching right now (February Edition):. Links to smart money accumulators like @CryptoHayes in the comments. 1. $PENDLE - index for the entire restaking narrative. TVL has increased drastically since they began offering yield trading for LRT tokens. The
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@WhaleWire a broken clock is right twice a day. if all you have is a hammer, everything looks like a nail.
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Is Kujira the next big L1, or a passing fad?. We’ll cover:.- How it works.- Pump narrative.- The truth. $KUJI has 5x'd from $0.7 to $3.8 in 30 days. TVL has grown commensurately from $16m to $94m. So, how does @TeamKujira work?. Kujira is a Cosmos based app-chain focused on
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Two other protocols that fit this criteria today 👀. 1) $KUJI - @TeamKujira is an underrated DeFi app-chain on the Cosmos stack. Their focus on UI and speed makes the chain a delight to use. TVL has been climbing steadily. However, there's been a recent divergence between token
Here’s exactly how we found Unibot at $5 and OLAS at $0.8. Most people don’t really get how to use @DefiLlama. Same tool, better results. Here's how:. Step 1: Filter chains and protocols from $100m to $1b TVL. This is the perfect balance between sufficient trust and ability to
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.@GMX_IO secured a $10m ARB grant, almost 25% of the entire 50m STIP. Could this be sufficient to boost activity on GMX? 💰🚀. We’ll cover.• How GMX will use $ARB.• How this can catalyze GMX v2 growth.• Potential Price Impact on $GMX.• Smart Money Accumulation.• Key
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@deedydas allow them to use chatGPT on the condition that they share their screens. you'd be surprised by the divergence in prompt engineering ability. you can really gauge the depth of thinking with the articulation of their prompts.
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Telegram Bots could be a BILLION Dollar Market. Here's 4 Telegram bots you probably didn't know about that could be the next $UNIBOT. @Blacksmith0x, @geniebotapp, @farmerfrens, @lootbot_xyz:.Keep reading for:.-Product mechanics.-How they work.-Smart money analysis. (x/10)
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Here are my top 5 Dune @DuneAnalytics dashboards. These serve as an excellent foundation and starting point for on-chain analysis, discovering new narratives, examining wallet addresses, understanding network fundamentals, and more. Bookmark this tweet for easy access. (x/6)
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Just got off a call with @eigenlayer core protocol engineers. Undeniably impressed that they're in the office and cooking on a Sunday night. Bullish.
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Four Fastest Growing Protocols Flying Under The Radar 👀. You might want to bookmark this. 1. @MantaNetwork - A hyped L2 using Celestia for Data Availability, Manta offers on-chain yield similar to @Blast_L2. Its TVL growth, now at $192m, is largely from @LayerBankFi's $147m
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DePIN AI Crypto. Which projects are real? Which are fake?. Just. Look. At. The. Numbers. Thanks to @yoshi_eth2 for the help on this. We'll cover:.- Criteria for Success.- The Big 3.- Compute Capacity.- Relative Valuations. 1) Criteria for Success. DePIN x AI networks need 3
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Arbitrum intends to grant $50m to ecosystem protocols. Investigating the contenders could position us well for an upcoming @arbitrum bull run. We'll focus on Arbitrum protocols with TVL > $10m. Top 4 categories-.1. Dexs: Uniswap, Balancer, Camelot, Curve, Trader Joe,
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Fascinating study conducted by @6thManVentures. They collected and analyzed data from over 5000 token unlock events. I've summarized the takeaways. 1. Small unlock events, those that increase circulating supply by 0% to 1%, had no meaningful relationship to price. 2. Larger
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Smart money is playing @arbitrum's STIP well. We wrote about this Short Term Incentives Program six weeks ago. TVL and Mkt cap are up $450m & $300m since. Here’s how we see it playing out now. We’ll cover:.1. Quick recap of STIP numbers.2. Ecosystem response .3. Flywheels in
Arbitrum intends to grant $50m to ecosystem protocols. Investigating the contenders could position us well for an upcoming @arbitrum bull run. We'll focus on Arbitrum protocols with TVL > $10m. Top 4 categories-.1. Dexs: Uniswap, Balancer, Camelot, Curve, Trader Joe,
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@NTmoney lol the only thing worse than posting a pic of a private jet . is posting a pic of someone else's private jet.
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There are 4 types of smart money. 🚨 Alpha wallets.🏃 Early movers.🏋️♂️ Market movers.🔮 Wizard wallets. Today, we'll analyze a massively profitable early mover 🏃 who has consistently spotted winning tokens. (h/t @DeFi_Finest for this framing)
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4 Fastest Growing Protocols Flying Under the Radar 👀. (You might want to bookmark this). 1. @ShoebillFinance - lending protocol that capitalized on the Manta hype. TVL now at $92m today. Deployed on WEMIX and Klaytn, Shoebill stands out by allowing leverage through looping in
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4 Fastest Growing DeFi Protocols You Haven't Heard Of 👀. (You might want to bookmark this). 1. @Stake_Stone - An omni-chain Liquid Staking token powered by @LayerZero_Labs, using the OFT standard for easy cross-chain transfers of $STONE (the LST). Users are staking $STONE on
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Meme coins = 90% chance you'll get rug pulled. Critical evaluation of the supply map of a token prior to aping is supremely important. Here's the 4 craziest, most plutocratic, and manipulable token maps I've come across. Thanks to @bubblemaps for the data. (x/4)
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4 fastest growing protocols flying under the radar 👀. (You might want to bookmark this). 1) @nostrafinance - DeFi super app built on @Starknet ($55m TVL). Users swap, lend, and borrow, and provide liquidity through one UI. Certain pools earn boosted rewards in the form of $STRK.
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Just got access to @dyorcryptoapp. Initially I thought it was just another @DefiLlama or @DuneAnalytics copy but it's actually super interesting and novel. The most interesting feature is the "Fair Price Model". The Fair Price of a token is calculated daily using a formula that
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Boomer led Bitcoin flows increase. The rest of DeFi benefits. A tale as old as time. Here are the top ecosystems of the week. 1) @solana was the best performer from top 10 protocols, w 20% increase in TVL, now at $353m. The rise in TVL was due to a rise in $SOL price wrt
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Starting a new weekly series. Non-anonymous smart money analysis. Today we'll cover @DigitsDao. This address has realized over $7m in profits. Bookmark this so you can keep coming back to this wallet. 🔑 📖. (x/6) 🧵
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@AlexKolicich Well said. What happens when there's an 80% drawdown in BTC? This is not uncommon in the 15 year arc of Bitcoin's history. 1. Sharks short MSTR .2. Unpaid loans convert into equity .3. Equity becomes increasingly worthless .4. Sharks continue to short .5. Who's going to bail.
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Unibot X will be as impactful to on-chain trading as Uniswap was in 2020. We first wrote about @TeamUnibot in May, and our conviction has only grown stronger. Keep reading for:.- brief overview.- unibot X innovation.- future roadmap.- stats.- smart money alpha. (x/12)
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GMX v2 is just around the corner. Here's everything you need to position yourself in 5 min or less. 1️⃣ GMX: Overview.2️⃣ GMX v2: How they plan to onboard 100x more traders than v1.3️⃣ GMX: Price Action.4️⃣ Smart money plays: @loch_chain exclusive 👀
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