Selection of the Best Threads - Account Abstraction, Market Makers, LSD & LSDfi, Trends & Narratives, Lybra, Bullish Events, And More
The best knowledge on crypto curated for you
GM frens.
Threadors are on fire lately. So much content today.
I’m mainly focused on LSDfi. Pendle & Lybra mainly, but also some newcomers like Equilibria.
It is obviously not financial advice, but i’m keeping a close eye on these, buying the dips.
Also buying ARB dip, and VELA, waiting for the Launch.
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:
Account Abstraction
Market Makers
AMM
USDT History
LSD & LSDfi
Bear Market Current Stage
Trends & Narratives
Lybra
Tools to find Alpha
Bullish Events
Metaverse Projects
zkSync & Arbitrum Ecosystems
And much more!
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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
ERC-4337/Account Abstraction Ultimate Guide (the_smart_ape)
Account abstraction improves support for smart contract wallets, making them easier to build and safer to use.
This should allow a greater democratization of Ethereum and Crypto.
ERC-6551, the next big thing in NFTs (beast_eth)
Another standard that should allow innovation, here for NFTs.
Basically it allows NFTs to be their own wallet.
The World of Market Makers (belizardd)
Market Maker is an entity/company or an individual who decides the quotes to purchase or sell a financial instrument.
A 3D View of the Market Cap to Determine Potential Price Action (NNovaDefi)
How taking liquidity into account changes the way market cap is valued.
Automated Market Maker Protocols Mega Thread (bizyugo)
Learn about the history of these protocols and their biggest features.
Can USDT Die Anytime? (splinter0n)
History of Tether’s creation and who is truly behind it.
The Risks of Selling your KYC (leshka_eth)
LSD Guide, All You Need to Know on the Most Promising Projects (0xFinish)
Lido, RocketPool, Frax, StakeWise, CEX LSDs, Lybra, Pendle, and more.
2/ Thoughts, Opinions & Analyses
Is ETH Super Undervalued? (hmalviya9)
An opinion of ETH fair price.
We know that it’s not what will make ETH price rise, and it can even go lower, but still interesting opinion & metrics.
ETH is obviously a strong asset for the bull run.
Bearish Opinion for Crypto (daman_n_diu)
I agree with the lack of “red hot narrative” and how difficult it is for projects to pump, even after a Binance listing.
I mean we’re still in a Bear Market for a while I guess. I would not sell all my holdings as of now, but this bearish sentiment is to keep in mind.
I still expect a choppy price action, not down only.
Why Solana may be the Chain for the AI Revolution (0xGumshoe)
Based on Elon Musk’s thoughts of Rust being the language for Artificial General Intelligence.
Are we at the Bottom Stage of this Bear Market? (damskotrades)
Based on Past Price Action & Events.
Insights and Reflecting on the Trends in the Market (0xTindorr)
17 Narratives in Crypto (Moomsxxx)
Omnichain, Modular Blockchains, Indices, Account Abstraction, RWA, and more.
Lybra’s Run Analysis & why VELA might be next (CryptoNikyous)
I’m still in VELA, still not sponsored or paid to talk about VELA.
I just think that the Release + Airdrop is a good catalyst, especially since a lot of whales have been involved during the Beta, and influencers are working with VELA.
Another Lybra Analysis & Thought Process (Deebs_DeFi)
How can Lybra Grow (LouisCooper_)
And V2 Changes.
GND Analysis (CryptoGideon_)
And how to evaluate projects.
How to Spot Patterns with Bubblemaps (bubblemaps)
A Whale Analysis for POOH.
Following the Footsteps of an Early Whale on Lybra (crypthoem)
How to find an interesting wallet, which tools to use to analyze wallets, and more.
On-chain Analysis on SOL (hmalviya9)
Supply & Demand Metrics Analysis.
RWA Narrative & Data Analysis (Hercules_Defi)
Active Loans, Sectors, Top Protocols, and more.
3/ Advice, Tools & Guides
How to use DefiLlama, one of the most powerful tool (Dynamo_Patrick)
How to stay informed about market trends (wacy_time1)
How to find Alpha with AlphaScan (alphascan_xyz)
How to find Early Callers (CryptoNikyous)
3 Things to look for in a new ecosystem (2lambro)
Early Farming, Good Risk & Reward Early Token Bets, and Ecosystem Incentives.
How to find small-cap projects Early (DeFiMinty)
7 Dashboards to Track what’s happening On-chain (CryptoGideon_)
How to use SpotOnChain to find Whales (Flowslikeosmo)
4/ News & Events
Fantom’s Gas Monetization Incentive (francescoweb3)
Gas monetization is an incentive to reward high-quality dApps for the fees they generate.
The program will provide them with a 15% kickback on all the gas fees generated.
It went live on May 28th.
Weekly Stats: On-chain Money Flow (ModestusOkoye)
Top Chains by TVL, Top Protocols by TVL, Stablecoin Inflows, Top Protocols by Revenue Generated, and more.
The BEN & PSYOP Story (splinter0n)
Coinbase Ventures adding 4 companies to their Portfolio this month (dLuxGMI)
zkLink, Dolomite, Hourglass and PYOR.
Some projects are still quite confidential and early.
Vela Official Launch June 26th (vela_exchange)
Airdrop, New Assets, Asset range expanded, Trading Competition, Upgraded Stats & Analytics, On-Chart Trading, and way more.
Rewards for Vela NFT Collectors.
I think it’s definitely an event to not fade.
China’s Latest 100-page report on Internet 3.0 (JavierAng_)
Summarized here.
MUX Performances the Past Month (0xsurferboy)
MUX is a perp DEX mega aggregator that aggregates prices across perp DEXes like GMX and Gains and chains including ARB, OP, BSC, AVAX & FTM.
Arbitrum Ecosystem Latest Innovations & News (TheDeFinvestor)
Lot of things happening on Arbitrum.
Atomic Wallet Hacked (DeFiIgnas)
5/ Projects
This category is for people looking for projects to research.
NFA, DYOR.
5.1/ Compilations
Best projects in Avalanche Ecosystem (0xFinish)
Best LSDfi Projects (0xFinish)
More LSDfi Projects (lou_markets)
Top Web3 Games (apixtwts)
Picked by Web3 Gamers.
10 Metaverse Projects that kept building (0xFlips)
And a potential Metaverse Narrative with Apple’s Mixed Reality Headset.
I have been following some of them for a while, like Wilder World, and the evolution is impressive.
10 Promising Projects in zkSync Ecosystem (the_smart_ape)
Top 8 New Binance Labs-checked Projects (Hercules_Defi)
5 Pick & Shovel Plays to ride the AI Narrative (Flowslikeosmo)
Every Project you need to know on Starknet (2lambro)
5.2/ Research Studies
The Best Research Studies + Alpha (CryptoShiro_)
6/ Bonus
Twitter Lists for LSD & LSDfi (poopmandefi)
LSD & LSDfi Protocols, Builders & Threadors.
25 people to follow on Twitter to cover the entire crypto industry (belizardd)
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_.
If you liked this edition and love to learn and share knowledge about crypto, you can share this post with your crypto frens!
Everything here is NOT Finance Advice and purely informative.