Access On-Chain Analytics Tools. We build #AI and #Blockchain tools to help you to do on-chain research faster.

Joined August 2024
Chainalytics retweeted
If you look at the top chains revenue, I think @HyperliquidX has been the only one with so much sustained revenue over time. $HYPE just fits really well into this market and just so happens to be a people’s favorite place to trade now. If they can onboard traditional (non crypto) users, it will eat up CEX market share like crazy. $HYPE continues to be a strong asset for traditional investors purely due to its high growth and business potential that absolutely makes sense. Buy $HYPE, Hold $HYPE
1
1
1
3
329
In many ways, the closer you are to the crypto asset class (via crypto Twitter), the harder it is to see things with clear eyes. Here is a list of the top 5 people who will try to knock you off your game (and what to do about it): 1. The “Bitcoin Only” Guy. This person will get in your ear and tell you that “Bitcoin will swallow the entire asset class and all store of value assets.” They'll say things like “Bitcoin, not crypto.” This person is right that Bitcoin is a big deal. But they also live in an echo chamber. Of course, there will be periods in the market cycle where this guy starts to look like he’s correct. This is usually the best time to buy ETH and other quality alts. 2. Your “MBA Buddy.” This is the guy in your friend group who went to way more school than you, blindly trusts the government and academia, and can’t get past the fact that “Bitcoin has no intrinsic value.” The classic mid-curver. When this person finally decides to buy some crypto, it might be your signal to sell. 3. The Power Hungry Bureaucrat. These are the Elizabeth Warrens and Gary Gensler's of the world. The elected officials that gaslight the general public into thinking “crypto is only for criminals.” They’ll lie to your face and do anything for power.  Incentives drive everything. So you should question their incentive to block or slow innovation in America. The signal here is that every major industry has had similar misinformation attacks leveled at it. In fact, it would be a red flag if we didn’t see this. 4. The “Bitcoin is Old Tech” Guy. This person is fairly new to crypto but all in. In many ways, they are the polar opposite of the "Bitcoin Only" guy, but equally misguided. This person will jump on every new narrative in the space, and ultimately get rekt. Your job is to watch their emotions during the bull. When they start telling you they have a “system for identifying 10x memecoins” it's probably time to get out. 5. “The Arrogant Value Investor.” This person is similar to the “MBA Buddy” but is far more ignorant and arrogant about it. They will post on social media, using clickbait to spark outrage amongst crypto insiders. They’re extremely vocal at cycle bottoms. And they’ll make sure you are aware of the fact that they’ve “spent 30 years on Wall Street.” The truth is that this person hasn't studied the industry/tech/business models and prefers to be ignorantly blissful rather than do any real work. Their cognitive dissonance with crypto ultimately stems from having missed the capital gains over the years. It's emotional. That’s why they can’t help but walk on your grave at cycle lows. Their lack of EQ is your signal to buy. ---- Of course, you can avoid all of this nonsense by limiting your social media intake, studying crypto from first principles, and signing up for Token Terminal. P.S. What did I miss? Data: Top 20 Projects by Tokenholder count powered by @tokenterminal
3
5
19
3,730
Crypto Market Pulse Weekly: 🇧🇭 Crypto.com received its payment service provider license in Bahrain 📉 ETH/BTC ratio reached its lowest point since April 2021 💫 Circle expanded USDC to Brazil and Mexico via local payment systems The details 👇 crypto.com/market-updates/cr…
15
23
95
18,121