Sandra 🌊
@sandraaleow
Followers
40K
Following
20K
Media
1K
Statuses
6K
yapping @_kaitoai || @partyhatDAO || prev: @ambergroup_io @nansen_ai || consumer ai series https://t.co/8YkLUkG7Hx || views here are my own
Joined December 2020
EP1 of my consumer AI apps series covering Virtuals Protocol and Luna (@luna_virtuals @virtuals_io) . I've covered: .- The rise of AI agent memecoins .- How Virtuals Protocol is positioned to be the leading AI agent play in crypto .- Value accrual for the $VIRTUAL + $LUNA token
126
143
1K
ai agent infra watchlist: . - $virtual - the go-to agentic launchpad .- $ai16z - eliza OS framework .- $game - low-code toolkit / framework by virtuals team.- $zerebro - zerepy, modular framework .- $arc - rust-based rig framework .- $griffain - perplexity of crypto.
195
207
2K
A Brief Dive into the Cosmos Ecosystem — "The Internet of Blockchains" 🧵. 1/x.
51
542
1K
A dev on 4CHAN accidentally created a $TEST token with locked liquidity of >100 years lmfao
133
164
1K
Mega-thread on projects in the Solana ecosystem 🚀. Solana is gaining momentum with developments like the Firedancer upgrade, growing institutional adoption, state compression tech, isolated fee markets, protocols launching tokens, and many more. Let's dive in, manlets.
54
199
879
MEGA thread-on-thread of the latest developments and opportunities in the @arbitrum ecosystem 🧵
24
203
741
$SEI . - Shiny new coin; undergoing price discovery on low vol weekend .- No unlocks till Aug '24 .- Parallelized EVM chain w/ a token + could be a huge catalyst leading up to the launch of Sei v2.- $SEIYAN meme, cult-ish community like BONK + levered bet on SEI .- Price action
42
93
721
in the ai agent space, we’ve seen:. - the first viral ai agent trained on 4chan data (goat).- ai agent launchpads (virtual, creatorbid, vvaifu).- ai influencers (luna on tiktok).- autonomous vc agents (ai16z, sekoia).- general agent infrastructure (spectral, wayfinder).- ai.
99
81
687
Market thoughts and upcoming plays:. - $ETH season - everything is aligned for ETH to pump respectfully. Should likely consolidate at 2.6-2.8k and sends to $3.4-3.5k+ in the near term.- Dencun upgrade on 13th March, $ETH betas like $OP $ARB $METIS $BLUR should continue to run-up.
32
107
631
virtuals ecosystem going absolutely parabolic . good-virtual-morning
67
84
633
eliza ($ai16z) is now the most widely adopted open-source framework for ai agents, powering wallets, social integrations, and fully customizable agents.consistently trending as a top 2 github repo, with star growth exploding and averaging 9 pull requests daily (h/t:
79
88
582
Some scrambled thoughts/ predictions for 2024: . - L2s will lead in Q1, with anticipated competition among them (yes, they will become more silo-ed). EIP-4844 will be a catalyst causing L2 tokens (ARB/ OP/ METIS) to run leading up to the event. - ARB is poised for a resurgence,.
43
91
535
Memecoin basket on SOL >$10M . Let's check back in a few weeks
67
51
550
The Curve OTC War updates: . 17.5M CRV to 0xf51 .5M CRV to Justin Sun .4.25M CRV to DCFGod .2.5M CRV to Ox4d3.2.5M CRV to DWF Labs .2.5M CRV to Cream: Multisig .1.25M CRV to 0xcb5.3.75M CRV to machibigbrother.eth.250k CRV to 0x9bf.
32
85
509
Narrative matters in crypto, and we all love to track narratives. Before we dive into the juicy bits, here’s a short of recap of @_kaitoai's narrative mindshare methodology. To put it simply, our narrative mindshare indicator measures the social dominance of narrative relative
31
114
497
defai coins watchlist:. - $griffain - “perplexity” for crypto; 400m mc; limited access @griffaindotcom.- $anon - multichain chat-based defi companion; daniel sesta backed; 147m mc; only demo on x for now @heyanonai.- $buzz - all-in-one trading terminal for portfolio management +.
52
66
486
Speedrun narratives (Q1 2024). Jan.- LSDs taking off with ~37% staked ETH in liquid staking protocols.- $SEI run + SEIYAN.- ARB price discovery w/ EIP-4844 catalyst.- ETH related coins moving up w/ initial Eigen + EIP4844/ ETH ETF narrative: LDO, ARB, OP, RSTK, SSV.- $AI ticker.-.
27
102
457
Pumpdotfun has silently generated ~$9.54M in fees over the last 30D . A lesson in there
25
24
446
Arbitrum season is in full swing. A short 🧵 on updates, stats, and developments in the ecosystem:
32
83
418
Curve Founder sold 106M CRV so far in OTC "handshake" deals, in exchange for $42.4M.
47
43
424
ZK-EVMs could be the endgame for blockchain infrastructure. Although none of the ZK-EVMs is live on mainnet, we are already starting to see interesting applications and infrastructure in the ZK-space. Spent the holidays reading up on ZK-EVMs, here's a 🧵 on some findings:
31
104
409
$LUNA is ranked #1 in mindshare (in the AI category) over the last 24h . its ai agents season, baby
81
54
414
Speedrun narratives 2024 (Q1-current). Jan.- LSDs, LRTs + ETH related coins moving given EIP4844/ ETH ETF narrative.- L2s like $METIS, $ARB, $OP having a run.- $SOL ecosystem booming, $WIF emerging. Feb.- SocialFi catching a bid (Friendtech, Farcaster), $DEGEN + Base season.-.
41
63
419
Some personal news: . Today marks my last day in @nansen_ai. It has been a crazy two-year journey here and I am grateful to have been part of the crew. It is bittersweet, but I am ready to take this leap in the next stage of my career.
59
1
401
total marketcap for ai agents = $10b .total marketcap for memes = $150b . agents = memes + infrastructure .the ultimate left and right curve play.
50
59
403
DreamOS will be a game-changer for crypto UX - a fully integrated wallet + analytics + explorer experience
37
36
386
2024 turned out to be my best trading year yet. here are some overarching lessons i took away:. 1. keep trades low profile . it's better to keep trades private rather than sharing too much. several times this year i thought of doing a $100k -> $ x trading challenge but ultimately.
58
36
395
Lots lined up for ETH-related coins w/ EIP-4844, Eigenlayer re-staking, ETH spot ETF . L2s: $ARB $OP .LSD: $LDO.Restaking: $RSTK $SSV.NFT/ Blast beta: $BLUR . ETH szn imminent.
23
26
350
NFT projects are starting to adopt utility token cash flows in their project strategies to give yield/passive income to NFT owners. 🧵 This is a deep dive + analysis on current projects with utility tokens attached to them:.
56
74
349
few people know (or believe) that @cindyleowtt is actually my IRL sister . as a little sister, i’ve always looked up to her and was inspired by her brilliance and energy . she’s the reason why i’m in crypto in the first place and works harder than anyone else i know . so
51
5
370
A few ways I like to use @nansen_alpha @nansen_ai for NFT flipping on a short term horizon:.
11
72
349
Last week @dYdX announced that they are moving to the Cosmos ecosystem. 🧵 Here's a recap on their decision to leverage the Cosmos SDK, product focus, some risks, and trade-offs from building on Ethereum.
12
70
340
NEW EP of my consumer ai series on @griffaindotcom . 00:00 happy new year! .00:23 consumer ai trends and updates .01:27 intro to griffain.01:52 personal agents v. special agents.03:12 platform features.05:42 griffain's pumpdotfun agent .07:02 summary + conclusion . (dislcosure: I
41
45
358
ai agents are playing 4d chess:. - memetics to capture attention.- utility to build value. the magic happens when the two collide:. viral mindshare + real utility = unstoppable networks.
42
40
339
yapper highlights in the last 24h: . - @whosknave - blockworks covering solana - insights on multicoin sol inflation proposal .- @0xCygaar - abstract chain - updates on abstract incentives .- @beast_ico - trader - sharing new protocols/ opportunities .- @jon_charb - founder of
83
29
327
We had the biggest stablecoin net exchange inflow of ~$1.4b since Nov 18.
23
75
299
to put it into perspective: . it's only been 8 weeks since $GOAT launched and kickstarted the whole agentic narrative.
25
22
318
people seem to have forgotten that moodeng's mindshare went up to 6.51% at peak . which is equivalent to $SOL's mindshare on a daily (fluctuates between 6-8%) . $GOAT on the other hand is sitting at 1.4% of total mindshare now
35
21
307
$GOAT now takes the lead in terms of mindshare in the meme category (unsurprisingly!) at 11.92%. (h/t: @_kaitoai)
32
23
309
a very simple yet concise framework on crypto x AI from @balajis's talk in @superai_conf: . - crypto and AI are both trillion-dollar technologies.- AI is top-down, came from prestigious research labs and eventually by openAI. crypto is bottoms up, started with relatively low.
23
60
293
$PENGU mindshare higher than $BTC, $ETH, $SOL today . it's pengus world . (h/t: @_kaitoai)
20
49
308
the main characters for this cycle will likely be ai agent personas . WILD.
49
24
309
impressive that @aixbt_agent has only been live for ~3 weeks and is able to articulate market insights better than most people here can
26
28
308
Excited to announce that I will be joining @_kaitoai to work on all things product, growth, and research. A bit of context and story below 👇.
54
5
286
$PICA (Composable Finance). - “Restaking on Solana” - PICA will be deployed on Solana as SPL; proposal has been passed .- In 2023, they connected Polkadot, Kusama, and Cosmos via IBC.- In 2024, they aim to expand IBC to Ethereum, Solana, and NEAR.- Raised $32m in Series A by
19
50
270
What were some of the on-chain findings from the Alameda <> FTX situation?. Did the de-pegging of TerraUSD, Luna’s failure, and the bankruptcy of 3AC all lead to FTX and Alameda’s fall from grace?. Our research house at @nansen_ai dug deep into the roots of FTX <> Alameda's ties:
14
58
263
Excited to be moderating a panel for Token2049 on memecoins w/ the chads @ag_dwf @blknoiz06 @MustStopMurad & @mdudas! . Reply here with the spiciest questions you have for them :) . We are also hosting a few events for @_kaitoai and would love to meet - DMs open.
37
6
265
Longed $SOL - . - $JUP stimmy in 2 weeks, capital should rotate within SOL ecosystem tokens + attention will be on $SOL .- Triple-bottomed on 3/8/12 Jan . Sned it.
12
17
248
New to crypto and not sure where to start? . 🧵 Here’s an incomplete list of resources that helped me kickstart my CT journey:.
6
92
247
Wintermute Trading has officially joined the Curve OTC deals, acquiring 12.5M CRV ($5m USDT). To date, Curve Founder has sold 84.5M CRV, in exchange for $33.8M.
17
26
248
ai agents are shaping up to be one of the most fascinating developments in tech right now. their evolution has been rapid, and while we're still early, there are clear patterns and trends starting to emerge. 1. focus on open-source frameworks .agentic frameworks are becoming.
27
44
257
Some tools that I personally use to leverage my NFT flipping strategy:.
11
55
251
isn't it WLD . $15M will be unlocked PER DAY for the next 730 days
33
12
248
top KOL mindshare in "memes" over the last 30d: .- @theunipcs .- @iamkadense .- @MustStopMurad .- @blknoiz06 .- @MacroCRG .- @jyu_eth .- @himgajria .- @shawmakesmagic .- @alphawifhat .- @trader1sz . (h/t: @_kaitoai)
41
22
251
$HYPE's mindshare in the last 24h is 4.22% across the entire market . top 4 just below BTC, SOL, and ETH
23
24
253
Study strength - $APT was one of the only tokens that showed relative strength to the rest of the bloodbath. Something is clearly brewing. A coin that is still majorly undervalued is THE backbone of Aptos DeFi $THL, sitting at 65M market cap. Thala is singlehandedly doing the
24
45
236
a very normal week in crypto: . - $DJT saga involving trumps son, token ran to >300m in 24h.- CT found out that shkreli was behind the token this whole time .- martin and GCR $100M bet about $DJT, cobie the escrow gcr .- zachxbt calls out shkreli w/ twitter DM receipts .- ansem.
13
23
243
Spent some time reading up on @CelestiaOrg as a pluggable consensus and data availability layer. 🧵 Here are some of my findings and breakdowns on the Celestia design: . 1/x.
7
47
241
Crazy how quickly tables turn in crypto . Friendtech was all the hype and doing 12k ETH (~$26M!) in daily volume at its peak last September. Today, it's doing about 76 ETH (~$160k) in daily volume.
28
17
226
the misooooooor: . missed $trump . missed $vine . missed $pasternak . and will miss the next one.
110
5
243
the GCRs of ai agents . - GCR - aixbt .- mean GCR - bully .- unhinged GCR - fartcoin .- pretentious GCR - goat .- female GCR - luna .- rapper GCR - zerebro .- star wars GCR - vader.
31
15
241
Memecoins mindshare at ATH today. The previous peaks was in Aug 10 and mid-March this year. Will we see a memecoin supercycle soon?
52
21
225
The top gas guzzlers in the past week: . - zkSync .- StarkWare .- Layer Zero .- Arbitrum .- Stargate .- ENS . Rotatooooors are already starting to rotate
6
45
222
Over the past year, Solana has experienced significant developments, though it has largely gone under the radar. We've released a report on Solana's development over the past year and what's next for their ecosystem👇
9
45
123
my quant just told me that agent coins are going much higher . gm.
56
23
234
luna's agentic stack is actually v stacked . - capturing both the twitter + tiktok demographic (~500k followers on tiktok alone) .- payment rails via coinbase wallet .- tipping system .- ability to transact on-chain .- low + high level reasoning via luna's terminal
11
33
235
AI + Meme currently accounts for 44.2% of the total narrative mindshare. AI + Meme is a killer combo. (h/t: @_kaitoai)
23
31
223
never fade good teams . jobs not done . $VIRTUAL
- AI + gaming token on Base .- Fully doxxed team .- Raised $6.4M on fjord for their first product (AI Waifu game) .- Mainnet just went live . $VIRTUAL.
24
17
232
Catcoins marketcap: $1.6B.Dogcoins marketcap: $46B. Study exponential growth.
$POPCAT now at an ATH for mindshare on CT. 50 days of largely down only for cat conversations, to an ATH 3 days later. Price followed 🐈
24
19
221
winners keep winning . - abundance mindset.- problems are just puzzles to solve.- if it doesnt work - pivot. there's always plan B-Z.- relentlessly optimistic .- gratitude mindset - appreciating what you have so you will always attract more . mindset > skillset.
20
33
225
Rough day, lots of great and talented friends in Nansen were laid off today. Please let me know if there’s any job openings for analyst/ fund/ VC positions that I can refer them to - would greatly appreciate it 🙏.
89
24
174
It’s time.
Lots lined up for ETH-related coins w/ EIP-4844, Eigenlayer re-staking, ETH spot ETF . L2s: $ARB $OP .LSD: $LDO.Restaking: $RSTK $SSV.NFT/ Blast beta: $BLUR . ETH szn imminent.
16
5
214
what you want: .- the next 100x . what you really need: .- a good life partner.- good health .- good vibes .- supportive family and friends.
25
11
218
Next meta will probably be an influx of projects being built atop of Bittensor ( $TAO). Some that are in the market now: . @TensorplexLabs - introduced $stTAO (liquid staking TAO) . @taobnk - first project launching from @TaoPadX, lending protocol w/ an over-collateralized.
14
34
199