My current tier list of investable defi tokens. Not longing any right now, but helpful if you're building a long BTC / short weak alts portfolio:

Agree, most people are shit. They’re pretending to be crypto experts or influencers because they bought 20$ of $SOL three months ago or have 1200 followers on IG. They dress and behave as GTA NPCs. But There’s amazing culture, food, sunsets, coffees. Can’t say why, but I never felt as free as I was in my first Bali trip. So, if you find your tribe, I’d say Bali is still a great place to live at least a few months a year (took that picture myself on the road to Ubud waterfalls)

All you need to buy now is: > BTC because Powell will keep cutting rates, M2 supply to infinity and USD to lower lows > HYPE because Jeff is using 99% of the cashflow to buy HYPE which is INSANE. Now imagine this pitch on CNBC to tradfi bros that only have the stock market as reference model > ENA because StablecoinX raised $890 million to buyback their token, which represents 12.8% of their circulating market cap > PUMP because revenue has been stable for months and they're now using 100% of it to buyback their token > PENDLE because every dollar will become a stable, and it's a neutral stablecoin blackhole

18 lessons I learned from my experiences in crypto investing that I wish I had known when I started. A THREAD 🧵.

Converted 20% of my networth in $HYPE. This is probably THE play of the cycle - the Hyperliquid cult is insane, you don't want to bet against this. Average price 8.8$, I don't care. This will be a top 20 token in the next 6 months. Just look at these TWAPS man

$DYM airdrop planned for next week 🪂

@AaveAave will lead the next Defi bullrun, and this is why 🧵👇

It looks like @AvailProject airdrop criteria leaked. If true: 1. Fair categories. 2. Devs eating well (which is normal since they're the main DAS customers). 3. Users aren't completely left behind, $AVAIL launch should be bullish on CT timeline. 4. Stake $MATIC for airdrops instead of $TIA / $DYM (makes sense with the new AggLayer thesis). Looking forward to this drop 🪂

Imagine seeing that and deciding not to max bid @megaeth sale

I managed to 15x my nw this cycle thanks to: • Few airdrops • AERO • AAVE • HYPE 4 good bets. No BTC, no SOL, no memecoins, no AI. Only down 20% from pf ATH. Focus on quality, not quantity. Conviction pays when you know which wave to surf. Up next: @megaeth.

So Katana is a new generic Polygon L2, giving you worthless tokens for locking your valuable assets for months there on tier 2-3 dapps that never found real PMF, powered by mercenary Kaito KOLs. I think we're good, really, we've had enough with Blast & Berachain.

Went from 400,000$ to 5k in May 2021. Horrendous pain and disappointment. I also lost family members money. But I didn’t give up. Made it all back and a lot more in a few years of daily work. If you’re bleeding today and thinking about ending all this bs, take some step back and don’t do anything stupid. You will be alright. I’m here if you need to talk.

Longing 4x $ENA here at $0.61: > @ethena stablecoin day at KBW (big announcements incoming) > Season 4 ended today but rewards not claimable until October > 10M daily market buybacks from @stablecoin_x > USDe listing on Kraken and Binance > TVL hit 16B and should grow fast with CEX integrations > Plasma launch today > @yzilabs investment (remember crime season?) Likely going to be a few days trade.

If you're a founder: • Building around stablecoins, MegaETH, or Hyperliquid • Looking for honest feedback on your product • Raising money and looking for someone who cares My DMs are open, I'd love to help 🧡

10 Random Thoughts #3: 1. Stop farming airdrops, start running nodes / GPUs. Airdrop farming is becoming mainstream, so there's less money to make there (+ it's a bear market activity because it's time-consuming). Pivot to GPU mining & node running: R/R is better, especially for new AI projects such as @Nimble_Network, @heurist_ai, or @ritualnet. And there's less competition (you can easily do it if you're not technical with medium step-by-step tutorials + GPT-4 for error handling). ------ 2. Don't fade L3s, find the beta plays now. People discovered L3s with $DEGEN success. Is it vaporware? No. → ETH security + instant & free tx (less than $0.0001). @Drakulaapp is building on top of $DEGEN, and new L3s are coming (cf. @SankoGameCorp). Buying $DMT (or even Streets of Milady / Sakura Park NFTs) before Sanko's L3 launch is a no-brainer at current MC (50M vs 430M for $DEGEN). ------ 3. With current congestion issues on @solana, look for @base exposure. Don't overcomplicate things here. You either want: - To buy $DEGEN - To buy $AERO and LP (smart move IMO, CL is coming with the Slipstream update in less than 2 weeks) - To buy a funny meme ($MOG and $NORMILIO seem to be solid contenders, but DYOR on token distributions first). ------ 4. Don't buy ETH NFTs. You already know it, but don't try to catch falling knives (even Punks). There'll be a time for that, and it's going to be glorious, but it's not now. There's so much more to do with inscriptions / runes at the moment. ------ 5. Now is the best time to reload your ETH bags. With the release of @eigencloud mainnet + LRTs native tokens, it's highly probable that everything is going to rotate back to $ETH to compound those rewards. Bullish on $ETH (and $EIGEN), bearish on LRT tokens. Simple. The market is pricing an ETF refusal in May, so we might get a surprise if it's approved sooner than expected. Current sentiment on $ETF is low: it's cool to hate on $ETH nowadays (even heard an $XRP - $ETH comparison on a serious podcast recently - lmao). ------ 6. You're NGMI if your $SOL aren't farming on @sanctumso. Worst case scenario: you enjoy the best LST yield available. Best case scenario (most probable): you get on top of that a make-it airdrop. Don't fade @dragonfly_xyz, @sequoia, and @DeFianceCapital. ------ 7. @getgrass_io is going to be the biggest consumer app of this cycle, shill your ref link as if it was your religion. AI / DEFI / L2 / SOLANA / AIRDROP narratives. Real passive income, who'd say no to a free coffee per day (could be a meal if you're a good shill)? ------ 8. Looking to anticipate the next big narratives? Follow closely @polychain investments + watch podcasts with @zxocw - he's one of the brightest minds of this ecosystem. Another list of VCs I have great respect for: - @Lomashuk - @cburniske - @0xWangarian - @matthuang - @arthur0x ------ 9. If you're currently farming @Blast_L2 gold campaign, use @BrahmaFi. It's a console that integrates @safe's technology to allow you to do everything you're already doing on ETH, ARB, and BLAST. They have insane backing (@hiFramework, @lightspeedvp, @Maven11Capital), a token planned for soon, and have been building for over two years. They're among the big bang winners and are distributing points + gold to their users. Absolutely no one is farming it right now, and the product is pretty good. DM me for ref link to access the product. ------ 10. Take breaks - being 24/7 on your computer isn't healthy. Bull markets are long and exhausting; you won't survive if you don't turn off your screens from time to time. Go to the gym, sleep well, travel. You're welcome for the free alpha. Love you guys ❤️

+11,800$ in monthly rewards That's 47.4% APR on 300,000$ worth of vePENDLE. Thank you @pendle_fi, next month is going to be EPIC with Ethena season 4 airdrop 🧡

If I were to restart from zero, this is how I'd make it: • $0 to $10,000 → Find an irl job • $10,000 to $100,000 → Focus on prediction market inefficiencies • $100,000 to $1,000,000 → Play with every good new thing and ape Pendle YTs with conviction • $1,000,000 to $10,000,000 → Full port large caps blue chips (mine would be HYPE/ENA/AAVE/PENDLE) • $10,000,000+ → Chill in BTC or explore delta neutral meta if you want to compete vs smart brains

Man, this is a next level partnership. I’ve always liked chains with native stablecoins, and @ethena x @megaeth feels like a perfect fit between generational founders. Fear not my friends, defi will be great again.

Defi is wining big: - @aave: 65B TVL - @ethena: 11B TVL - @pendle_fi: 8B TVL Keep believing, we're only heading up and to the right.

Pendle is building a perp DEX, with no unlocks, no serious competitors, an S-tier team laser focused, and will benefit the most from stablecoin expansion. Yet, no one mentions it except @0xGeeGee and @0xkyle__. Buying more here.

- 10% yield - 4% cashback - USDT accepted worldwide - Beautiful physical card Ladies and gentlemen, let me introduce you an absolute banger announcement.

I don't know what's the most retarded between: • Being proud of doing no airdrop • Asking KYC first thing first for a privacy protocol • Setting 350M as min valo while no one cares about Aztec Even the announcement video is completely off: what are the terms of the sale / what's the token utility?? Zero.

I spent around $130,000 in @ethena related YTs this season. Based on my farmer estimations: • My sats: 23B • Total sats supply: 46.8T With 525M $ENA distributed, that’s 258,000 $ENA. Or $209,000 at the current price of $0.81. That’s a 61% ROI. Yes, I could have bought $ENA at $0.5 for the same result. But I bought most of my YTs last month when $ENA was above $0.6. Thanks @pendle_fi I guess 🧡

Get those @zksync discord roles chads. Sybil resistance only serve airdrops filtering 🪂

If you're farming @USDai_Official using Pendle YTs or LPs, you're likely doing it wrong. They introduced a new mechanism where you choose: 1. To buy the ICO at 300M FDV (very cheap considering the hype, MM will launch it at 1B+) by getting points using USDai 2. To get the airdrop by getting points using sUSDai Right now, USDai LP earns 25x points while sUSDai LP earns 12x points. The interesting thing about this is you can only have ONE alignment at time of TGE which depends on your alignment relative to the total community's alignment. → You NEED to know how other players are operating to maximize your return Ideally, if you're playing the airdrop with sUSDai, you want to be just above the global community alignment while optimising your points with some USDai (remember, they earn twice as much). I wanted to play it same, so I choose 45% USDai (ICO) points and 55% sUSDai (airdrop) points:

Not hedging my $XPL 0.05$ entry: • Listened to @pauliepunt recent podcasts. He’s smart af and knows what we degens want • @xkonjin is a marketing killer, he’ll make Plasma viral • I’m bankless and their Plasma One card is the most important product for me irl • Day one integrations with the cefi and, most importantly, defi giants that matter: Aave, Ethena, Pendle and more • Name and branding are on point (it's green) • Tradfi will love the stablecoin narrative I don’t know if they’ll penetrate local markets better than Tron or Tempo, but I want crypto to win. Plasma is the best contender to make money while staying aligned with our values and principles.

Might need to make a thread on how to farm this efficiently because I only saw one person share the real alpha. Follow me if you want more points & more yield on your @USDai_Official.

I’m 100% convinced @ethena Whitelabel offering is the next big step for crypto adoption. They’re giving every user, chain, app, exchange, and wallet access to stablecoins that are: • Trusted • Flexible yet compliant • Instantly deployable anywhere • Deeply liquid through USDe backing Sui, Jupiter, Caldera, and @megaeth already integrated it to capture value instead of handing it all to Circle. This is how they win vs USDC. And soon, $ENA stakers will get their share of the cake too.

The oracle has spoken: →$STRK token coming 15th February It's written.

Want to farm @SonicLabs points & @AaveChan 8% yield? This is the optimal strategy:

.@technorevenant finished dumping HYPE on five of his seven wallets. Two left (likely tomorrow) than up only. Lots of smart whales are waiting for him to finish before loading up. If you're still sidelined, you have 24h to load your bags (or cope later).

The $HYPE unstaking queue has never been that quiet. Chads in, jeets out.

I don’t think people realise @ethena will operate both @HyperliquidX and @megaeth native stablecoins. I wouldn’t like that if I were @circle.

Believe, buy $PENDLE now (even if you don't understand it). You'll have plenty of time to research it later, but you won't be able to buy it at 5.36$. > $ENA pumped a lot recently > @kinetiq_xyz full sending > @boros_fi caps getting turbo filled and raised If you can't connect the dots yet, it's alright. Believe me on this one, ape $PENDLE.

Finally out of the six figures hell. Feels good starting from 10,000$ five years ago. Had to treat myself with this cute boy @SaveTheWhal3s. Time to prepare for HyperEVM TGE season + megaeth_labs mainnet with the best.

Everyone is busy farming Aave on Plasma. So naturally, there are overlooked opportunities elsewhere. I just bought some stcUSD YTs (@capapp) on Pendle since underlying APR was almost equal to implied APR Which means free points while their Frontier program still lasts at least two more weeks. With @megaeth mainnet launching soon and Cap's AUM getting bigger, stcUSD IY will increase.

Bought more $HYPE: > HIP 3 coming in the next 2 weeks > Pre-unlocks jeets already out > @tradexyz launch announcement > Perps replacing memes for gambling What will happen when Jeff & team sell 0 tokens post unlocks? Hyperliquid

The .hl fam made gen wealth with the $HYPE airdrop. I'm expecting the main @HyperliquidX memecoins to catch a bid soon. I bought: - $PURR: #1 memecoin, building dope tools. Will get CEX listings alongside $HYPE - $PIP: Cutest meme, I love the droplet. Actively supported by @blknoiz06 - $CATBAL: Excellent X game - $YEETI: Low cap - higher risk. Will 5x when accepted to strict list. I can see a world where every .hl ct account puts $YEETI googles as customised PFP. Worth a shot.

Masterclass by @kinetiq_xyz with their token announcement: - 25% airdrop - 3 months of farming for season 1 - No team/investor unlock day 1 Should TGE 27th November, probably right before Hyperliquid bullish announcements (relock, airdrop #2?) Love to see all the prominent Hyperliquid community members as angels too. Congrats @0xOmnia and team, rooting for your success 🧡

Reduced my exposure this week because... I made enough this cycle. And honestly, farming is way more fun than just waiting for tokens to pump: >Looping on money markets > DN with Pendle and perps > LM on new ecosystems (hello Plasma) > Airdrop farming > DN on prediction markets & sportsbooks Man, I love that.

10,000 followers. Love you all 🧡

Thanks for the monthly voting rewards @pendle_fi! That's 25% APY, not bad. Time to ape more vkHYPE LP at 18.3% APR paid in $HYPE and $PENDLE.

10 Random Thoughts After 4 Days With No Screens: 1. $STRK is coming this week; it should trade at a 10B FDV. By far, it has the best L2 tokenomics, and the token price will follow the classical PA of alt L1. 2. $DYM at a 7B FDV is way too much. I like the modular thesis, but the product is barely working. Shorting here just before $STRK launches and attention shifts might be a good idea (I won't do it - I don't short stuff during bull markets). 3. @LucaNetz is the current best web3 marketer. Accumulating his @fantasy_top_ personal card & longing @pudgypenguins on @nftperp. DON'T SHORT IT; it's going way higher. Asia loves the penguins, and you should too. 4. Call your grandparents every week, especially if your inner voice tells you you're not doing family right. 5. Staking $mETH and bridging it to @0xMantle has a better R/R than retaking LRTs using RestakeFI. @Gametheorizing has big plans for Mantle, and he won't let his community down. 6. Listen to more podcasts; that's where the real alpha is. I'd recommend: - Steady Lads - Empire - Bell Curve - Good Game - Light Speed - Bankless - Crypto Market Wizards - When Shift Happens 7. Buy shiny coins, sell them 15 days later, repeat. Rotate profits into BTC/ETH/SOL. 8. Stick to your edge: trading, farming airdrops, creating content, minting BRC-20. 9. If you don't have any edge, go all-in on the Crypto x AI niche. Highly PvE environment, will print the biggest returns in 2024/2025. 10. I don't like $TAO, but it's going so much higher. It is what it is. If I were you, I'd keep an eye on @ModulusLabs.

This is just before they airdrop 3.5% of all $ENA supply as Season 4 rewards. Tells a lot about @gdog97_ conviction in his own product. I won't dump my rewards, adding $ENA to my long term portfolio.

Managed to get 41% APR last month with $vePENDLE rewards, thanks @pendle_fi 🧡 That's pretty high for a large cap with no unlocks and one of the fastest growing defi protocol alongside @ethena.

In term of execution, no team comes remotely close to Hyperliquid and Ethena. If you're choosing long term crypto optimism and you're willing to sit through all the noise, buy $HYPE and $ENA spot. You'll be exponentially rewarded. The future of finance is not linear.

Seeing negativity all over CT? That’s because max pain is up. Most people got wiped on 10/10 (thank you Binance), and now they need money for: • MegaETH ICO • HYPE • Cap / Theo • USDai / Gaib • Perps farming • Prediction markets farming Stay active. Plenty of good opportunities to catch this Q4.

Pretty smart to reward more big TIA/ATON stakers. Solid decision.

My @pendle_fi bull thesis:

I don't care how much you lost: If your reaction to someone saying he's about to take his life is to ask where's your money, you're a pathetic piece of shit. Grow some humanity and empathy ffs.

"talibros" lmao

Starknet v0.13 is live on mainnet. $STRK is next.

Let me recap: - @boros_fi perp volume at 2B - @pendle_fi launching on Plasma next week - @Plasma Basis Trade Vault supercharging defi yields - ENA s4 + ASTER + FF airdrops & massive voting rewards incoming for vePENDLE holders With no team/VC unlocks left. $PENDLE is undervalued.

If the @HyperliquidX team isn’t dumb and doesn’t sell unlocks on day one, we’ll flash pump to ATH: Imo they'll announce hidden point season and airdrop 2 before unlocks and use HyperEVM protocols to cash out some without selling. Hyperliquid.

1. Master Pendle 2. Retire All it takes is one dapp and hard smart work.

Bearish on attractive founders

I HAVE A DREAM $STRK binance.com/en-GB/how-to-buy…

There are plenty of valid reasons to fade @ventuals: • Does it make sense for pre-market stocks to have perps when they mostly go up only? • How does the oracle work, and do you trust it? • Will employees of listed companies actually use the product to hedge? But assuming @alvinhsia will rug based on his profile isn’t one of them. Actually it's pretty retarded. He ticks all the green flags you want to see in a founder:

You should be busy onchain right now: • BSC memecoin season • HIP-3 with @tradexyz launch (get that 5M volume) + Kinetiq TGE & Ventuals vHYPE campaign • @megaeth mainnet • +30% stablecoin farms wuth Pendle and Plasma • Farming volume on Polymarket and Kalshi (there are easy arbs in sport markets)

Final allocation: 86,341$ Thank you @megaeth 🧡

Easiest want to retire under 30 with airdrops: Run Taiko Node. Run Berachain Node. Run Aleo Node. Run Zora Node. Run Fuel Node. Run Avail Node. Run Astria Node. Run Babylon Node.

Haven't touched my portfolio in weeks: $HYPE, $PENDLE, $ENA and some stables. No leverage. We've got Bitcoin and Ether pumps. Waiting for defi to pump now. In the meantime, I touch grass and learn new skills. Probably not worth it to spend more than an hour on CT with current market conditions. Go do your side quests, the world has so much more to offer than digits on a screen. Tried acupuncture for the first time today, it felt GREAT. Always cool to try something new (especially when a bit scary originally).

Bought a lot of kHYPE YTs and vkHYPE YTs during this dump. Feels like people blindly followed @0xasrequired reasoning and assumed IY should be slashed as much as the reduced time after @kinetiq_xyz announcement. Likely wrong imo. What we know: • Two distributions left • HIP-3 is coming sooner than expected (in the next 2 weeks), otherwise Kinetiq wouldn’t rush S1 What we don’t know: • Will there be another season? • Will the last two distributions look like the previous ones? My view: there will be more seasons, and Kinetiq will heavily reward YT holders in the next two weeks to compensate for the rushed timing. They pushed YTs publicly and aped a ton of kHYPE PTs with their Earn vault. They can’t just f over YT holders. So it's either: 1. More points for next to weeks 2. More % of supply for the airdrop Both are bullish.

It's onchain. Not on-chain. Not on chain. Do you say on-line? No. So onchain.

Half of CT right now 😅

"There will be a token, there will be an airdrop" - @Polymarket CMO Time to double down on your farming. That's a +10B protocol. If you're not an insider, best way to farm is to arb between Polymarket and other prediction markets and sport bookmakers. If you have time, AI deep research can also help you find market inefficiencies.

I really hope this won't become a pattern for @coinbase led ICOs. You can't just ban +6B of world population, including Europe, and say you're pro decentralisation. If they do this for $BASE ico while we've been active supporters of @base for years, I'm going to be very upset.

Taking a few days off screens for my yearly Vipassana retreat. It helps me reset from cheap dopamine and bull market fatigue. Last one gave me the clarity to ape with size on $HYPE at $8. Not sure what this one will bring, but I’m confident I’ll come back a better investor and hopefully a better person. Please be patient in DM, I’ll reply once I’m back. Stay safe and don’t use leverage. Cheers, Buddhisteo 🧡

The Grass airdrop checker is live! 2129 $GRASS here. A 10% airdrop is pretty generous, thanks @0xdrej and the entire @getgrass_io team. Feels unreal to get paid with no financial risk and no time spent.

The President we'd all like to aave @marczeller

This is a game-changer: @megaeth will be the best place to trade (if liquid). Why? Because they reduced the swapping execution time to zero. Bye bye sandwich attacks and positive slippage kept by intermediaries (aka bad MEV).

90 days later: 1. You would have made money longing all S and A tier assets vs BTC 2. You would have lost money shorting 8 out of 11 C and D tier assets vs BTC

Getting incredibly bullish on both @USDai_Official and @gaib_ai after talking with their founders this week. They’re competitors, but they’ll grow the stablecoin x AI pie together. USDai will capture US deals, while Gaib is well connected in Asia, especially Taiwan.

Let me introduce myself, my name is Bitcoineo. I'm an expert at identifying and maximizing profitable airdrops. I'll show you daily how to earn big money hunting the most wanted airdrops with clear tutorials and clean infographics.

Longed $AERO before @DromosLabs conference today. I'm personally expecting the announcement of: > New ve(3,3) on Ethereum mainnet > Merge of AERO and VELO into a single aggregated cross-chain token > New investment from @cbventures into Dromos Ecosystem > Deeper integration of their launchpad in @coinbase ecosystem We'll see if I was right. Glad to see @VitalikButerin talk.

Smash or pass for this one?

$ZRO is massively undervalued. People don't realize @LayerZero_Labs is key infra, almost at a @chainlink like level. Good idea to buy spot here. I'd lev too if funding was negative.

Vesting every eligible user is a big mistake. Everyone that used to root for your success now turned into active ennemies. This is 9/11 for @pendle_fi YT enjoyors. See you at zero.

Bought and max locked 6 figs worth of $PENDLE. Pretty much convinced no one is prepared for what's to come with @boros_fi (otherwise explain me why tf this recent @tn_pendle interview has 13 views while being excellent). Don't fade an hungry Malaysian founder with no pending vesting, a greek god physique, and a team of AAA talents (plus @crypto_linn).

I could tell you I’ll max bid $186,282 for the @megaeth ICO because they’re: > Backed by Vitalik, Dragonfly, Coinbase, J. Lubin, Cobie, Guy, Mert, Hasu > Raising at 999M while they’ll likely trade around 5B at launch > Building the best ecosystem of native dapps pushing what fast blockchains can do And that would be enough. But there’s more...

Big red flag here: They increased the cap while keeping the same heart alloc + removed the "phase 1 ends late August". Breach of trust for me here, removing all my funds from @hyperbeat. It's not okay @degennQuant.

I'm so bullish on @Starknet that I sometimes need to punch myself in the balls to stop being excited.

First James Wynn, now y22. Please don't glorify these retards. They both suffer from the main character syndrome, which undeniably leads to complete destruction. I know, Jez thesis is sexy. But don't choose that path. For one hero, there are hundreds of zeroes. You have time.

Sending my energy to the @Starknet gods in hopes of a successful stress test on the testnet.

Bought more $AERO at a 34% discount. This week rewards are going to be insane. And it's just the beginning with @base's vampire attack on the entire ecosystem thanks to $cbBTC.

If you missed the current clash happening between $ETH maxis (@KengLernitas) and $SOL degens (@zorksees)... Here's the TL;DR 👇 5 days ago, @kaiynne (@synthetix founder) wanted to have fun and decided to build an experiment to see which degen community was the strongest: 👉 @KengLernitas on Optimism, airdropped to SNX stakers & Penguins holders as long-term ETH believers. 👉 @zorksees on Solana, airdropped to those who decided to betray and burn @KengLernitas tokens to pledge allegiance to the one true Persian God (+ top SOL NFT collection holders and more incoming). @zorksees isn't live yet. LPs will be on @VelodromeFi and @KaminoFinance, respectively. Once both armies are ready, @kaiynne will migrate both tokens to @base, and the war will begin. Both tokens will be incentivized on @aerodromefi, and we'll see which community is the strongest. It's the first time we're seeing a project tapping into 3 popular layers of liquidity with different identities and ethos, so keep an eye on it! Read this thread and follow @kaiynne and @Bitcoineo for day-to-day updates on the Lernitas vs. Zorksees battle to the death 👇 nitter.app/kaiynne/status/1770356…

Good evergreen crypto pf: - 50% BTC - 30% defi (AAVE/ENA/PENDLE) - 20% HYPE Stake all, supply BTC to aave to borrow stables and low loop OR farm with it (Liminal/Theo/HLP are my current favourite farms).

Good advice from @jvb_xyz and @AviFelman: Get deeply involved in something. I never made more money than after I took @pendle_fi seriously.

Agree with Aylo. @ethena and @Paxos are, by far, the best teams to successfully launch and support a stablecoin to house all finance.

BTC defi adaption will come from @base,@pendle_fi and @AerodromeFi. Not Bitcoin L2s.

Expecting $STRK airdrop portal to go live this week. The @Starknet team is becoming more active recently, and v0.13 is planned for around January 10th. We need at least 20 days to link our socials/EVM addresses to check $STRK airdrop allocations. GL HF degens!

My $AAVE bull thesis in a nutshell 👇 1. Rev going through the roof - sUSDe importing funding rate arb to Defi, pushing every stable to +20% supply APY - $GHO growth and high borrowing rate going 100% to treasury - Bull market = crypto participants leveraged to the tits 2. Tokenomics revamp with Umbrella upgrade (BB & share to stakers (%GHO and $AAVE) 3. ACI doing EVERYTHING to generate more revenues (including deployments on new chains - EVM or not) 4. Instit grade asset, leader in its category 5. High float, no one will dump on us See you at 1000$.

It's January, 1st. 2025, @Starknet has 10K TPS and >0.01$ transac fees. You regret selling their airdrop back in Q1 last year because it was only worth high 3 digits. Since then: - $STRK bag 3x' - You missed 20 ecosystem airdrops - You're not enjoying +10% free staking yield

.@ethena season 4 airdrop (3.5% supply) is live: > 1.5% claimable now for all > 1% vested over 6 months for top 2000 wallets (claimable now otherwise) > 1.0% distributed on HyENA when they launch It takes 7 days to unstake sENA → ENA. If you were rewarded and want to sell, waiting for ENA fee switch pump is smart imo.

20,416 @ventuals points for the first week (rank #24) Always max deposit as early as possible and exit a few weeks later with fixed points programs.

10 Random Thoughts #2: 1. IA x Crypto bluechips aren't live yet. Did serious due diligence in the last few weeks on the topic, here are the projects that made the cut: - Ritual - Gensyn - Modulus - Sentient - Sahara RT + Comment "I want it" under this post and I'll send you my personal research database on AI x crypto 🤖 ------ 2. I stoped to actively farm airdrops because I already made it with it + it's a bear market activity. But if you're still doing it, check out the @elixir Apothecary program and farm @ethena shards with @GearboxProtocol. ------ 3. Agree with @DegenSpartan latest article: $ETH is going to omega send in the next few months. $SOL might be a better play due to the influx of mainstream users and on-chain stats, but I just have less personal conviction on this one. I'll rotate from $ETH to $SOL later. I keep denominating my portfolio in $ETH and religiously cut all my positions that won't outperform $ETH in the next 3 months. ------ 4. @nftperp just launched on Blast. It's, without a doubt, my biggest conviction play on there. Great team/product/narrative. Expecting the $NFTP token by the end of Q2. Insurance Fund LPs are eating really good right now. Purchasing a Mafia Nuts is also a smart move (NFA). ------ 5. I lied, I am still farming airdrops 😏 I just don't do it manually since @Zenith_farms released its automation tool. As a pro farmer, I can assure you it's a game-changing shift. Comparing it to existing solutions would be an insult. Oh, their token is live (shhhh...). Bought a ton of it and staked, currently a top 5 holder. Do whatever you want with that info; I won't leak more alpha for today. ------ 6. Listen to @0xWangarian: "Don't forget to dream big". Remember what allowed you to 50x your portfolio in your first cycle. Don't overthink it; send it to Valhalla, but stay conscious of your mistakes and control them. ------ 7. Max long $NEAR. The almost unknown guy who co-authored the transformer research paper, "Attention Is All You Need," is speaking in 5 days at one of the most awaited AI conferences. Guess what.. He's @NEARProtocol co-founder. ------ 8. There's no best thicker for a memecoin than $MEME. The introduced a staking module recently and will become a curated @9GAG launchpad. Don't need a PhD to know how bullish this is. Now, what if they change their token logo and replace it by one of the most famous meme of the internet? Just imagine.. ------ 9. @aerodromefi x @gauntlet_xyz + $BASE season. Nice revenge arc for ve(3,3), and "coin is so cheap" for Coinbase normies. They'll buy $VELO comparing its price with $AERO. Load your bags now. ------ 10. @getgrass_io launched the first ever Layer 2 Data Rollup. And their token should come Q2 on @solana. Yooooo. Touch grass in this promised land and have your entire family farm it. If a project could tick all the boxes, it would be this one: - IA - DePin - Solana - Layer 2 Rollup - Cheap Token - Available on Phone - Airdrop inc Don't forget to RT + Comment "I want it" under this post and I'll send you my personal research database on AI x crypto 👇 You're welcome for the free alpha, Love you guys ❤️

New #Frenchchart on how to make-it in crypto. It's that simple. Hope you'll enjoy it!

Always wanted to give @Starknet another chance because I like the tech and my friend @Auri_0x has been shilling it for quite some time. So this is the moment. I'll share what I ape there and why during Starktember. Thanks @heyshadowfax for the cool video.