Smart news aggregator based on on-chain data for crypto investors On the road to Analyst position | Goal 120/1000 DAU ⬛⬜⬜⬜⬜ 12%
Crypto & Web3
Joined August 2023
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Mainview Intern retweeted
full timelapse of how awesome the editor’s looking now coming tomorrow. for now, here’s a quick peek at the level we’re putting together for the demo
That was capitulation and non-consensus as @ramahluwalia always states, good lesson again from mr market
The only interesting case is $UNI. Uniswap is still the liquidity king among DEXs. Founder is in place leading the way and backed by the early investors. However, from price action I see the capitulation on fee switch, and controversial decisions with verticalization of products
2nd public corporate conflict in Aave in a month, somebody asked me why I think Aave is abandoned, no strong leader to navigate the storm, @StaniKulechov is playing social games, insiders suck the juice out of the treasury. aave is too expensive for this mess
for context previous one xitter.cf/mainview_io/status/175…
4. From what I see in the market, the projects are not mature enough and too early to be operating as "public" companies. DAO is cool, but after 5-6 years, there are no clear structure and policies to be governed without the active focused leaders.
xitter.cf/TokenBrice/status/1755…
Mainview Intern retweeted
1/N Global Liquidity, which is all cash and credit available to financial markets, measured by @crossbordercap, is on an uptrend.
“Global liquidity has reached a record US$171.3tr. To put it in context, the 2023 average was US$166.6tr, and the cycle-low in October 2022 was US$158.8tr. Yet, liquidity levels are only 8% above that low. The liquidity cycle typically spans 5-6 years from trough to trough, and we are approximately 15 months into the current upturn. Based on this, we expect liquidity levels to rise through this year and next, peaking towards the end of 2025.”
ALT Global Liquidity
The biggest winner I see atm is @newmichwill : with angel check he's got $90m hot TVL in @CurveFinance
xitter.cf/leptokurtic_/status/17…
Excited to share @ethena has raised a $14m seed extension round led by @dragonflyvc with participation from @CryptoHayes
Ether fi @ether_fi BD is active and channeling the resources for the leverage expansion (best way to bootstrap ETH exposure seekers in the short term) here with the listing on @VenusProtocol
More: app.mainview.io/feed/post/12…
From 13F fillings nothing interesting for crypto, $MSTR is up +1m shares. Most of the inflows are index-based from passive investors, SIG just added long stocks and puts (quant based). Looking forward to see 13f in April for 24Q1 for BTC ETFs
xitter.cf/LumidaWealth/status/17…
The wait is over!
Here's the sneak peek to the Q4' 23 #LumidaWhaleWatch read more for 5 key takeaways👇
Subscribe to our newsletter for full access, infographs & thematic insights
This time we study the moves of 30+ managers handpicked by our CIO @ramahluwalia
From $90 MM in AUM to $300+Bn, segregated by style & positions, this analysis will help you with idea generation, spotting new trends, and detecting over-crowding.
Some key insights:
1. $NVDA, $TSM, $AMD, $AMAT are among the top semiconductor holdings, held by ~50% of funds
2. $TSLA, $NFLX, not among top holdings among any funds. These are crowded retail stocks in our view
3. Whale's 'MAG 6' favorites in order are $NVDA $MSFT $AMZN $META $AAPL $GOOG
4. $TSM has emerged as a top/new semiconductor favorite after $NVDA for Whales
5. Value fund managers are adding Biotech & Pharma stocks betting on the health & wellness themes
A comprehensive thread on BTC outlook and the current phase of the cycle.
👇🧵 Dive into the thread now and don't forget to bookmark it for future reference.
17/N The broader Crypto market will focus on coin-picking and exploring new, shiny narratives, with the potential for a few more breakthroughs in use cases. However, old narratives, such as DeFi 1.0, may underperform. While there are still opportunities for 100x returns, for passive investors, BTC (and to a lesser extent, ETH with its staking and DeFi yields) stands out as the most favorable option.
xitter.cf/mainview_io/stat…
Inspired by @ramahluwalia @cburniske @RaoulGMI @AriDavidPaul @defiprime @LynAldenContact
big gratitude for data to @DefiLlama @KaikoData @crossbordercap @KoyfinCharts @CoinMarketCap