Selection of the Best Threads - BRC20, TA, Macro & Narratives, Predictions, On-chain Analyses, Memecoins & Gems, Catalysts, Early Projects, And More
The best knowledge on crypto curated for you
GM frens.
If you missed the BRC-20 trend, you need to catch up.
I’m not especially a fan of it, and the entry price is high, but it’s hard to fade and we go where the money goes. BRC-20 is basically memecoins for Bitcoin.
Talking about memes, as long as BTC is sideway and not down, we should have some more time for the memecoin Narrative on Ethereum.
PEPE could also drag every other memecoins up or down. Be careful.
Anyway, let’s learn!
If you missed my latest thread:
In today's selection of the best crypto threads, we'll have the following topics:
BRC-20 Explained
Technical Analyses
Macro & Narratives
Predictions
On-chain Analyses
How to find Memecoins & Gems
Events & Catalysts
Early Projects
Projects for the Bullrun
And much more!
Find your threads gathered in the following categories:
1/ Knowledge
2/ Thoughts, Opinions & Analyses
3/ Advice, Tools & Guides
4/ News & Events
5/ Projects
6/ Bonus
👇
1/ Knowledge
What are BRC-20 Tokens, the New Narrative (wacy_time1)
BRC-20 tokens are basically memecoins on Bitcoin. They don’t have smart contract capabilities, so their utility is limited compared to ERC-20 tokens.
However these are the first tokens on Bitcoin Blockchain. Can’t ignore that.
More on BRC-20 (arndxt_xo)
The cost to access these tokens is quite high, and the Narrative is mostly driven by hype. There is also a debate about the primary purpose of the bitcoin blockchain.
Nevertheless, there is still room to grow for BRC-20. Find some Alpha here.
What are Sequencers + Projects tackling the centralization problem (kindahangry)
Sequencers are vital for the operation of Rollups Layer2 like Arbitrum or Optimism.
Problems of Liquidity Fragmentation and Potential Solutions (ernestxavier_)
Liquidity fragmentation refers to the lack of access to sufficient liquidity in the DeFi ecosystem because it is too dispersed across multiple platforms.
Stablecoin Maximalism (StableScarab)
What Stablecoin Maximalism is, what essential structure allows stables to scale, and why Frax is the leader of this movement.
crvUSD and LLAMMA, by Curve (0x_koro)
What is crvUSD
How it keeps its peg
LLAMMA
Benefits for CRV holders
What is the Heikin-Ashi Chart (IamZeroIka)
+ Some tips to use it.
A Technical Analysis Guide.
2/ Thoughts, Opinions & Analyses
Technical Analyses of the Week (CryptoKoryo)
Macro & Narrative Updates (_FabianHD)
US PPI, China CPI+PPI, Hong Kong Narrative, BRC-20 Narrative.
The Next Cycle will probably be the most Explosive yet for Crypto (redphonecrypto)
Some thoughts.
How to avoid a Scam (Flowslikeosmo)
An on-chain Analysis with Bubblemaps.
Analysis of a Whale’s Conviction (Deebs_DeFi)
An undervalued asset?
How BRC-20 is congesting Bitcoin Blockchain (DefiIgnas)
BRC-20 Data Analysis (0xFinish)
A Comparison between BIT and MATIC (0xSalazar)
3/ Advice, Tools & Guides
Full Guide to Finding Memecoin Gems (milesdeutscher)
The basics of meme coin investing
How to find and research strong meme coins
The best meme coin buying strategy
How to know when to take profits (full method)
More Tips & Alpha to find 100x (ardizor)
Telegram groups to find contracts and more.
How to Track Early Wallets and Spot their Next Moves (DeFiMinty)
Tips on how to track a whale wallet the right way (CryptoGirlNova)
And avoid traps.
A Dashboard to Track Smart Addresses (the_smart_ape)
Crypto Tools Mega-Thread (cryptocrushmia)
40 Tools Described.
4/ News & Events
Events & On-chain Data (ModestusOkoye)
TVL Change across chains
TVL Change across protocols
Stablecoin Increase across chains
Stablecoin bridged to chains
Useful to anticipate Narratives.
Amazon NFT Marketplace (cryptocrushmia)
Launch on May 15th.
AVAX x Alibaba Cloud (francescoweb3)
Avalance has entered an agreement with Alibaba Cloud for the development of a Launchpad for companies to deploy Metaverses on Avax.
Recent performance & upcoming developments of Frax (ThorHartvigsen)
CertiK to lose trust after the Merlin Incident (AtlasIsMe)
Launches & Catalysts for Cosmos (ZeMariaMacedo)
Native USDC, dYdX v4 Launch, SEI Launch, and more.
Chronos attracting a big share of Arbitrum’s Liquidity in 1 week (CryptoStreamHub)
And how they did it.
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
10 Projects to buy and wait (lou_markets)
Solid projects that should not be forgotten for the next bullrun.
I would say Illuvium and Brave have the biggest chances to be replaced by new and shinier projects though.
Still waiting for Illuvium to really deliver.
10 Projects building on SEI (Hercules_Defi)
SEI should have a Narrative soon, being on Cosmos and probably distributing an airdrop.
Top Layer2 for the next Bullrun’s Main Narrative (Louround_)
Divided in Optimistic and zk Rollups categories.
NFT Protocols for an NFT Liquidity Narrative (Flowslikeosmo)
NFTfi is an interesting narrative that I’m keeping an eye on, however NFTs are not super popular right now and volume is quite low, so I’m not playing this Narrative short term.
New DeFi Projects without a token (GarrettZ)
Be the first to try new protocols, farm the future tokens, and maybe qualify for airdrops.
20 Projects that just launched or are about to (FungiAlpha)
Early Alpha but risky alpha for the brave.
More Projects found by Fungi (FungiAlpha)
5 Good Projects Launched Fairly (wauwda)
5 Existing & Upcoming Perpetual Exchanges (FarmerTuHao)
Vortex & Levana to keep an eye on, on Cosmos ecosystem.
All live dApps on SUI, by categories (2lambro)
Notion, Presentation + Summary.
Top 7 Arbitrum Projects (LandfSmile)
Arbitrum has not slowed down after the Airdrop, but Arbitrum Projects’ Prices have been down.
When this memecoin season is over, some liquidity should go back to Arbitrum Projects.
5.2/ Research Studies
Miden, A STARK-Based Ethereum-Compatible Rollup by Polygon (0xSalazar)
Oasis Network, a Privacy Layer for Web3 (thelearningpill)
Magpie, a multi-chain DeFi Platform Providing Yield & veTokenomics Boosting Services (ViktorDefi)
Koinos, a Blockchain with Feeless & Fast Transactions (wauwda)
Chiliz, Revolutionizing the Sport Industry (Moomsxxx)
ApolloX, a One-Stop Derivatives Trading Solution (0xCrypto_doctor)
Nakamoto Games, a Web3 Gaming Ecosystem (CryptoHub210)
6/ Bonus
Some Prompts for ChatGPT that yield great results (cyrilXBT)
Use Cases, Opportunities & Challenges, When AI meets Crypto (the_smart_ape)
That’s it for today frens!
Thank you for sticking around, your future self will thank you.
Don’t forget to follow the people who wrote these threads. They are big brains sharing their knowledge.
You can also follow me on Twitter @CryptoShiro_.
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Everything here is NOT Finance Advice and purely informative.