The DeFi Investor 🔎
@TheDeFinvestor
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Crypto Analyst. Follow me for DeFi updates, narratives, and alpha. Subscribe to my free newsletter to stay on top of the crypto trends:
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Big selling pressure is potentially coming next week🚨
FTX will likely get approval to liquidate its assets on Sept. 13.
FTX had $3.4B in crypto in April. The proposed plan is to sell assets worth up to $200M per week.
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Venture Capitalists invested in MATIC and SOL before they have 100x'd.
So I've researched VCs' largest investments in 2022.
Here are the top projects that raised huge amounts of money in 2022 👇
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30 Potential Airdrops Megathread🧵
Spend no more time searching for new airdrops.
I put together a list of threads that explain how to become eligible for almost all of them.
These 30 projects will likely airdrop tokens in the near future👇
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L1 rotation was the most powerful narrative of 2021.
Meanwhile, Venture Capitals are investing huge amounts of money in new smart contract platforms trying to pick "the next Solana".
A list of highly anticipated Layer 1s you should pay attention to👇
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Messari published a 168-page report based on their crypto theses.
It provides an insane amount of valuable information for free.
Here are the takeaways from the top 10 trends in DeFi for 2023:
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Whale watching can help you find the next 50x gems.
But no one shares how to find the wallets that are worth tracking.
Here's a step-by-step guide to curating your own list of smart money wallets 👇
(for free)
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1/45 Wondering what's next for
#DeFi
in 2023?
I've curated the roadmaps of 40+ protocols with high potential.
A megathread on the coolest upcoming innovations🧵
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Deployed more capital into crypto today🫡
Reasons:
• the SEC is running out of CEXs to sue
• bad news no longer impacts the market
• Jim Cramer has gone full crypto bear
• $BTC has a strong support level at $25K
Altcoins have been bleeding for months, and some of them are
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To catch the next 100x, you have to bet on the hardest-working teams👷♂️
Over the past year, I analyzed 300+ crypto projects to find out the best of them.
Here are the projects that exceeded all expectations in 2022🧵
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Missed $ARB airdrop?
Don't worry, I've compiled a list of tokenless ecosystem projects for you.
Here's a guide to getting an airdrop from 5 Arbitrum native projects🧵
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A Megathread on the most innovative projects coming to Arbitrum 🧵
(huge opportunities you can't miss out on)
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Many have already heard about DeFiLlama and Etherscan.
Yet to outperform the market, you need a competitive advantage.
Here are 5 lesser-known crypto research tools that will help you to find alpha before others👇
(all of them are free)
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Crypto Watchlist for the week ahead:
• $ARB - Arbitrum Day event starts on July 19th, expect major reveals
• $PENDLE - a big release coming on July 18th
• $GRAIL - ARB grant proposal vote ends on July 21st
• $MATIC - last Polygon 2.0 announcement coming next week
• $SOL
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Large token unlocks will occur in August.
• $SAND - $133.14M on August 14
• $WLD - $7.26M daily
• $AVAX - $118.7M on August 26
• $OP - $41.3M on August 30
• $INJ - $23.4M on August 21
Some thoughts and what you need to know about them:
> $SAND
$133.14M SAND is 16.16%
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Crypto Watchlist for the week ahead:
$ATOM - Cosmoverse, Cosmos's largest conference, kicks off on Oct. 2. Major news related to Cosmos ecosystem will likely drop
$RDNT - Radiant Capital will launch on Ethereum on Oct. 3
$SUI - $16.6M worth of SUI will be unlocked on Oct. 3.
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Crypto Watchlist for the week ahead:
$LINK - Chainlink Staking v0.2 will go live on Nov. 28
$ATOM - ATOM Halving proposal was approved + other token upgrade proposals will be made soon
$DYDX - $524M worth of DYDX will be unlocked for investors & team on Nov. 28. Yet those
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🧵: A complete overview of the GMX Ecosystem
I've spent the past few weeks researching the protocols that are building on top of GMX.
Here are the ones with the most potential:
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/1 Everyone loves airdrops.
But how can you prepare for the next big airdrop?
A 🧵 on my strategy and a few popular projects that are likely to airdrop a token soon👇
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Nearly all Jito users got a $10k+ airdrop 2 days ago🪂
Airdrops can truly change your life, but only if you farm the right ones.
Here are 10 underrated airdrops I'm farming right now🧵👇
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The best DeFi plays are on Arbitrum.
Those that pay attention will be heavily rewarded.
A megathread on the latest Arbitrum ecosystem developments👇
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The next Binance is being built on-chain now.
If you're reading this, you're still early.
Here's why all-in-one DEXs might take DeFi by storm and a few high-potential projects from this sector 👇
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🧵: Delta Neutral Strategies
The best way to make money in uncertain times like this.
Find out:
• how these strategies work
• what are funding rates & why do they matter
• funding rates comparators
• examples of >20% APY delta neutral strategies🤑
A thread👇
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The SEC is cracking down on centralized stablecoins.
It's time to look for decentralized alternatives.
Everything you need to know about decentralized stablecoins in a single thread 👇
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Crypto Watchlist for the week ahead:
$INJ - Injective's largest mainnet upgrade will go live in the coming days
$MATIC - Polygon Connect event starts on Dec. 7 + Polygon will make 2 major reveals on Dec. 14 & Dec. 20
$AVAX - Republic's revenue-sharing tokenized security will
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My Crypto Strategy For 2024
I just published a blog post that covers:
• My main strategy for the bull run
• 12 airdrops that I'm currently farming
• 4 key narratives to watch in 2024
Check it out 👇
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One thing that's worth noting about FTX's $SOL holdings:
While FTX holds a very large % of $SOL supply, most of it is still locked and will be fully vested in 2028.
SOL price can still be impacted in the short term. But not as bad as everyone expects.
Big selling pressure is potentially coming next week🚨
FTX will likely get approval to liquidate its assets on Sept. 13.
FTX had $3.4B in crypto in April. The proposed plan is to sell assets worth up to $200M per week.
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The most valuable alpha is on-chain.
Here's the ultimate guide to interpreting on-chain data to your advantage🧵
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Monitoring the right wallets can help you find the next 100x opportunities.
But using the proper tools is a must for doing so.
Find out:
• the best on-chain analytics tools
• why you should track whales
Here are the most powerful on-chain analytics tools👇
(most are free)
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Blackrock just launched a tokenised asset fund on
#Ethereum
!
This is a huge step towards RWA adoption.
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Crypto Watchlist for the week ahead:
$BTC - SEC plans to make final changes for the spot BTC ETFs by the end of this week
$METIS - Metis will launch a $270M ecosystem fund soon + it has a big network upgrade coming in Q1
$AVAX - SOL pumped a lot recently, and AVAX usually also
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ZK-Season is coming.
With the upcoming launch of long-awaited zkEVM scaling solutions, a new narrative might emerge.
Here's how to capitalize on this huge opportunity and why you should pay attention to zkEVM rollups👇
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Keep an eye on these ecosystems in Q1:
• Metis - a $400M ecosystem fund + decentralized sequencer are coming
• Arbitrum - Stylus Upgrade + $ARB Staking are around the corner
• Solana - $JUP airdrop is coming in January and will create an insane wealth effect
• Celestia -
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This is insane.
Base L2 is now doing more transactions than Ethereum L1 and Arbitrum combined.
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Optimism Season is coming.
With many bullish catalysts on the horizon, it's time to explore its ecosystem.
Here's why Optimism might be the next hot L2 & some major ecosystem catalysts🧵
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/1
@cosmos
Interchain Security will be a game-changer.
$ATOM might become one of the best tokens to hold for those who are fans of the
#RealYield
trend🤑
A 🧵 on the next Cosmos big upgrade 👇
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Crypto Watchlist for the week ahead:
$STX - Stacks's Nakamoto testnet is launching this month + Bitcoin ecosystem exploded in popularity lately
$FXS - FXS halving will happen on Dec. 20 + a future airdrop for FraxChain early adopters is rumored
$SOL - Solana just flipped
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A new narrative is emerging in DeFi.
The upcoming Ethereum upgrade will have a huge impact on liquid staking protocols.
Here's why I think liquid staking is a growing trend, and a few gems to capitalize on this opportunity👇
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🧵 Cosmos Ecosystem Mega Thread🪐
The number of projects that are building on top of Cosmos is increasing fast.
I've researched over 30 of them in the past few weeks.
Here are the most interesting ones👇
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Ethereum gas price is at its lowest level in years.
All while L2s activity is at ATH.
Ethereum is finally scaling.
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Billions of dollars in $ETH will flow into LSD protocols post-Shanghai Upgrade.
I've compiled the best threads on LSD projects & data to help you take full advantage of this narrative💸
Here's a megathread packed with liquid staking alpha🧵
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Crypto Watchlist for the week ahead:
• $OP - keeps gaining momentum + Base mainnet goes live next week & it uses the OP Stack
• $BTC - next deadline for the SEC decision on Ark's spot BTC ETF is August 13th
• $VELO - Aerodrome, a Velodrome fork, will airdrop 40% of its
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Want to find the next 50Xs on Arbitrum?
Follow the smart money - they'll show you the best hidden gems in the ecosystem.
Here are the wallets of three Arbitrum whales who made huge gains in 2023 👇
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Crypto Watchlist for the week ahead:
$BTC - the SEC has a window until Nov. 17 to approve all spot BTC ETFs
$MATIC - Polygon is set to make a major announcement on Nov. 14th
$RUNE - Thorchain TVL & trading volume exploded lately. I plan to buy more RUNE on dips
Perpetual DEXs
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A Megathread on the latest developments in the Arbitrum ecosystem 👇
(new launches, contests, and more 👀)
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It's that time of the week again.
Latest developments in DeFi 👇
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Yesterday two crypto giants dropped the biggest announcement in a while:
Coinbase is building an Ethereum L2 and Optimism goes superchain🔥
Here's why it matters and its far-reaching impact on the broader crypto ecosystem:
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Projects & companies building their own L2s using Optimism's OP Stack:
• Coinbase
• Binance
• Debank
• Mantle
• Metis
• Celo
• Worldcoin
• Zora Network
• Lyra Finance
• Aevo
• Unidex
• Mode Network
And those aren't even all.
Let's put this into perspective:
Base
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The perpetual DEX narrative is heating up.
$GNS and $GMX have recently reached new ATHs.
Here are a few less-known perpetual DEXs with major catalysts that might follow 👇
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Crypto Watchlist for the week ahead:
$FTM - The testnet for Sonic, a major upgrade, launches on Oct. 24. Sonic will increase Fantom's throughput by 4X
$SOL - has been gaining momentum + Solana Breakpoint conference starts in <10 days
$DOT - $400M DOT will be unlocked on Oct
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Crypto Watchlist for the week ahead:
$FXS - FRAX v3 deployment has started and will be completed in the coming weeks
$BNB - Binance SEC hearing is scheduled for Oct. 12 - grab your popcorn🍿
$APT - ≈$23.8M worth of $APT will be unlocked on Oct. 12
• $RDNT - Radiant
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L3s are coming to Ethereum!
• but why are they needed?
• what problem do they solve?
• how does this impact L2s?
Here's everything you must know about the upcoming Ethereum Layer 3s🧵
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Airdrop activities that I expect to pay off big time:
Wormhole - bridge using Portal bridge
Cosmos ecosystem - stake $TIA, $ATOM, $OSMO, $KUJI & $INJ
Solana money markets - lend & borrow assets on Kamino & MarginFi
EigenLayer + Kelp - deposit stETH, ETHx or frxETH on Kelp
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If $ARB would be worth $1 at launch, it would have a $1.3b market cap.
But Arbitrum has by far the most vibrant community in DeFi.
And hype can drive prices up more than anything else.
If $APT can have a $2.2b market cap with $40M TVL, why couldn't $ARB go much higher?
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Crypto Watchlist for the week ahead:
$BTC - Jan. 10 is the next anticipated deadline for spot BTC ETFs👀
$MATIC - A big announcement regarding Polygon zkEVM is coming next week
$FXS - Frax's L2 launch is expected very soon. FraxChain will come with a points system
$VELA -
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/1 Fantom has seen exponential growth during the 2021 bull run.
But does it have potential going forward?
A thread on Fantom technology, recent developments, and its roadmap👇
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/1 What are the best
#RealYield
protocols?
I researched over 30 projects in the last few months to find out the answer.
Here are my favorite picks 👇
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Panic leads to huge opportunities.
Some stablecoins non-related to USDC are currently trading at a discount.
Here are some arbitrage opportunities and what to do if you have $USDC👇
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Crypto Watchlist for the week ahead:
$RNDR - Apple Vision Pro is launching on Feb. 2. During the Apple Vision Pro announcement last year, $RNDR skyrocketed
$FXS - Frax's L2 will launch in the first week of February
AltLayer - AltLayer token goes live next week and an airdrop
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Crypto Watchlist for the week ahead:
$ARB -Arbitrum Odyssey event returns next week + an eco incentive program was recently approved
$OP -$31M worth of $OP will be unlocked on Sept. 30. All of it goes to core contributors & investors
$XRD -Radix's most anticipated upgrade,
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The future of DeFi: what lies ahead?
Developers have been quietly BUILDING:
brand new AMMs, DEXes that offer a CEX-like experience, novel credit primitives, new on-chain structured products, and more.
A few interesting upcoming products & projects:
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Yield Farming Season is back👨🌾
If you're looking for high yields on stables & blue-chips, this thread is for you.
Here are the best yield opportunities in DeFi 👇
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AI narrative is heating up.
Many tokens of artificial intelligence projects have been outperforming the market lately.
Here are a few AI projects that could disrupt the entire industry👇
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What's happening on
#Arbitrum
?
A mega-thread on the latest developments in the Arbitrum Ecosystem 🧵
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Crypto Watchlist for the week ahead:
$BTC - the first FOMC meeting of 2024 is on Wednesday next week
$SOL - Jupiter's highly anticipated airdrop is coming on Jan. 31. Jupiter did more volume than Uniswap in the past 24h
$PENDLE - Pendle TVL is skyrocketing + its new restaking
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My watchlist of potential upcoming token launches in Q2:
•
@LayerZero_Labs
•
@eigenlayer
•
@tfm_com
•
@1intro
•
@EclipseFND
•
@NATIXNetwork
•
@DriftProtocol
•
@IntentX_
•
@zksync
•
@AureliusFi
•
@swellnetworkio
•
@tensor_hq
•
@symm_io
•
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Crypto Watchlist for the week ahead:
$ETH - only 10d left until the Dencun Upgrade👀
$FET - Fetch AI will make a big announcement on March 5
$UNI - Voting for Uniswap's fee switch proposal ends on March 7. So far it looks like it will pass
$METIS - Metis has several big
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A bullish catalyst that no one talks about:
In the next months, FTX will distribute $16b in cash to its customers.
But most FTX users were crypto natives. A big % of the money they get is likely to flow back into crypto.
The potential buying pressure is huge.
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2024 will be a huge year for airdrops.
I curated a list of promising projects with live points programs as those are likely to launch a token soon.
A megathread on my favorite 2 birds 1 stone airdrop strategies👇
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The latest DeFi developments
• Base, Coinbase’s Layer 2 solution, has officially launched mainnet. Base has already attracted $155M in TVL
• Arbitrum announced BALD, a dispute protocol that enables permissionless validation for Arbitrum L2s. This is a massive step forward for
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Crypto Watchlist for the week ahead:
$SOL - Solana Breakpoint conference begins tomorrow. The team might make some big announcements
crypto AI tokens - OpenAI conference begins on Nov. 6th. The AI narrative has started heating up once again
$RNDR - Render Network's team will
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Crypto Watchlist for the week ahead:
GameFi coins -GTA 6 trailer will go live in early December. This could create a lot of hype around GameFi
$AVAX -$200M worth of AVAX will be unlocked on Nov 24
$BLUR -Blur's highly anticipated Season 2 airdrop starts tomorrow
$ILV
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/1 MultiversX is primed to take over Web3.
With many mind-blowing products launching soon, it has the potential to onboard the next billion users.
A deep dive into MultiversX ⚡
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Tokenized U.S. Treasuries just surpassed $600M!
Worth paying attention to the real-world assets (RWA) protocols.
RWA is one of the fastest-growing crypto sectors.
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Crypto Watchlist for the week ahead:
• $BTC - the next decision deadlines for the spot BTC ETF fillings are in early September
• $LBR - Lybra V2 is launching next week and it will come with a token burn mechanism
• $AKT - The next big upgrade for Akash Network will happen
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The latest DeFi developments👇
Arbitrum has launched the public testnet for Arbitrum Stylus. Stylus is a massive upgrade that enables devs to build dApps in languages like Rust, C, & C++
MakerDAO Co-founder suggested using Solana’s code to build MakerDAO’s new blockchain.
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You're not ready for what's to come to the Ethereum ecosystem🔥
Five major catalysts in 2023 that will bring Ethereum and its L2s closer to mass adoption👇
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/1
@traderjoe_xyz
just launched the whitepaper of their brand new AMM!
The AMM is called "Liquity Book", and aims to solve the problems encountered by Uniswap V3.
Here's everything you need to know about it🧵👇
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Want to make sure you never miss large airdrops again?
I've compiled a list of top Twitter accounts & tools that are sharing alpha about upcoming airdrops + step-by-step instructions on how to get them.
Save hours of research by reading this thread👇
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Crypto Watchlist for the week ahead:
$UNI - The vote to enable the Uniswap fee-sharing mechanism starts on May 31
$SEI - Sei V2 will go live on May 27. This upgrade will transform Sei into a high-performance parallelized EVM
$LINK - Chainlink & Swift will have a discussion on
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The latest developments in DeFi
• BNB Chain has announced the launch of opBNB mainnet. OpBNB is a L2 scaling solution for the BNB Smart Chain
• Unibot has released Unibot X, a unified trading terminal. Unibot X’s goal is to improve the trading experience for degens
•Linea,
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Now that the spot BTC ETF is here, I expect attention to shift towards Ethereum soon.
• a spot ETH ETF is likely next
• Ethereum Dencun Upgrade is coming
• ETH is now slightly deflationary
• more ETH is being locked in DeFi every day
• L2s keep hitting new ATHs in
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Crypto Watchlist for the week ahead:
$ETH - With the spot BTC ETFs now approved, attention will likely start shifting to Ethereum
$METIS - Community Testing for Metis's decentralized sequencer starts tomorrow
$TIA - TIA has shown a lot of strength lately + many new airdrops
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I'm going to sell most of my crypto when:
> Coinbase hits no. 1 on App Store
> Jim Cramer starts to regularly shill BTC
> All my non-crypto friends become interested in crypto
> Supercycle theory gains traction again
> Ponzi farms with 10k%+ APY attract billions in TVL
We're
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/1 Synthetix is the most undervalued protocol in the
#DeFi
space based on its 30 days revenue🤑
But how does it work?
How did it generate $11M revenue in the last 30 days?
A 🧵 about
@synthetix_io
and its roadmap👇
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Crypto Watchlist for the week ahead:
$ETH - Dencun Upgrade is 24d away + ETH ETF's potential approval date is in May. The ETF approvals don't seem priced in
AI coins - NVDA earnings report will be out on Feb. 21
$BLUR - Blast will make a big announcement next week + BLUR has
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This might be one of the best airdrop opportunities in DeFi right now.
@MantaNetwork
:
• is the 1st Ethereum L2 on Celestia
• raised $60M in funding
• confirmed a future airdrop of 5% of its token supply
•offers native yield for ETH & stables
To farm Manta airdrop all you
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1/48 What's the next big thing for DeFi?
I've researched hundreds of roadmaps over the past few weeks to find out.
A megathread on the top 40 projects with the most exciting roadmaps👇
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• $ARB launching soon
• zkSync launching soon
• Coinbase's Base launching soon
• Shanghai Upgrade launching soon
• Optimism Bedrock launching soon
• Polygon's zkEVM Mainnet launching soon
We're not ready for what's to come for the Ethereum ecosystem...
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@0xPolygon
ecosystem is thriving.
With Polygon's zkEVM launching soon, now it's the perfect time to explore the Polygon ecosystem.
Here are the most innovative protocols built on
#Polygon
👇
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🧵: What sectors are poised for growth in 2023?
Now it's time to evaluate the industry's progress and identify new opportunities.
A look at 5 DeFi segments with massive potential and new narratives for 2023👇
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How I'm positioning myself in the market currently:
Closed most of my short-medium term positions a week ago.
My thesis:
• $BTC failed to break the $30K key resistance level multiple times
• meme coin seasons are usually the last phase of the alt season
• Ethereum
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Crypto Watchlist for the week ahead:
$ETH - Dencun Upgrade is finally launching on March 13
$ARB - $2.4b worth of ARB will be unlocked on March 16. This is one of the biggest token unlocks of 2024
$OP $METIS $LDO - ETH beta plays should do very well if the Dencun Upgrade
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Crypto Watchlist for the week ahead:
$FTM - Sonic testnet goes live next week. Sonic is Fantom's largest upgrade so far
$ARB - Arbitrum's Stylus Upgrade launches on Sept 3. This will enable writing smart contracts using Rust, C, and C++
$MATIC - Polygon's MATIC will be
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