This Week's Project Research - Bitcoin Ecosystem, Celestia Ecosystem, Cosmos Ecosystem, DePIN, Restaking, New Projects, And More
The Best Research curated to save you time
GM frens.
Find this edition as a thread:
Gathering & Curating the best Research of the week, in the Latest Narratives.
Anyway, let’s get straight to the alpha! 👇
I’m posting daily Live Alpha in my Instagram Story, and in my Alpha Telegram Channel ☟
My Linktree to have access to all my Content & Alpha on Twitter (X), Instagram, Telegram, and More: https://linktr.ee/cryptoshiro
Today you will find Alpha on:
Bitcoin Ecosystem & BRC-20
Celestia Ecosystem
Cosmos Ecosystem
RWA
Cross Chain
DePIN
Restaking
And much more!
Your Alpha, gathered in the following categories:
1/ Layer1
2/ Scaling Solution
3/ Bitcoin Eco
4/ Celestia Eco
5/ Cosmos Eco
6/ Sui Eco
7/ Sei Eco
8/ DEX
9/ Restaking
10/ DePIN
11/ Oracle
12/ New Projects & More
Find your alpha! 👇
The categories are just informative, projects can fit multiple categories.
Everything is NFA, I don't vet the projects here.
I've read & selected the threads but I did not do deep research on every project.
DYOR.
1/ Layer1
Berachain, L1 built on Cosmos SDK, powered by Proof of Liquidity (2lambro)
🔹 Fundamentally good meme chain
🔹 Building for over a year
🔹 $42M raised
🔹 Popular NFT Collection
🔹 3 Tokens Flywheel Tokenomics
🔹 Many projects building already on Bera Eco
More on Berachain (DylanXVFETH)
2/ Scaling Solution
5 High Potential Parachains (the_smart_ape)
Polkadot and Parachains have not been a popular Narrative for a while.
I'd say it's a risky bet but they might get popular again at some point in the Bull Market.
3/ Bitcoin Eco
LENX, Native Bitcoin Liquidity Protocol backed by Frax (stacy_muur)
🔹 Frax & Zeta-backed, Flywheel
🔹 BTC Liquidity into DeFi
🔹 Aggregates both Native & wBTC from BTC suppliers → Capital Efficiency
🔹 Token still early in Mcap & Utility
Shell, Bridging Solana & BRC-20 (arndxt_xo)
🔹 Strategic partnership with VCs & BRC20 funds
🔹 Product that does not exist yet
🔹 Most of the supply for Public Sale
🔹 Solana & BRC-20 Narratives
Stacks Top Protocols & Catalysts (DefiIgnas)
Wallet, Name Service, Liquidity Hub, Upcoming Protocols, Degen, and more.
BRC20 Bridges (belizardd)
With Multibit, OrdBridge & SobitBridge.
OrdBridge, Inscriptions/BRC on any and every chain (0xAndrewMoh)
🔹 Cross-chain Bridge, Any BRC Any Chain
🔹 Ordinals & Inscriptions
🔹 Deep Liquidity to the illiquid BRC20 Market
🔹 Security is a priority
🔹 Real Yield for stakers
Bitcoin Ecosystem Projects (twindoges)
With Ordinals, MMORPG on Bitcoin, CRBC20, and more.
4/ Celestia Eco
Celestia Analysis & Thoughts (smyyguy)
5 Celestia Projects (CryptoStreamHub)
RollApp, L2 for Metaverse, Rollups as a Service, and more:
Dymension, Saga, LightLink, Eclipse & AltLayer.
Airdrops for Celestia Stakers (0xAndrewMoh)
AltLayer, Manta, Dymension, Saga & Berachain.
5/ Cosmos Eco
Low Caps & Gems on Cosmos (DeRonin_ & MoneyCrptBunny)
App chain for Liquid Staking, Memecoins, Layer1, NFT Marketplace, and more.
6/ Sui Eco
6 Sui Low Caps (ardizor)
DEX, memecoins & Launchpad.
High Risk Projects
7/ Sei Eco
Sei Low Caps (0xDepressionn)
Memecoins & bots.
High Risk Projects.
8/ DEX
HerculesDEX, Camelot Fork on Metis (LouisCooper_)
🔹 Proven Tokenomics
🔹 Attractive APR at Launch
🔹 Metis Narrative & Catalysts
🔹 Not much competition
🔹 Fair launch
9/ Restaking
Restaking Narrative (TheDeFinvestor)
🔹 Fast-growing Crypto Sector
🔹 EigenLayer Narrative (>$1B TVL)
🔹 New level of Capital Efficiency
🔹 Many Airdrops expected (EigenLayer & LRT Projects)
With KelpDAO, The Largest Liquid Restaking Project, and other projects.
10/ DePIN
5 DePIN Projects (0xAndrewMoh)
DePIN, which stands for Decentralized Physical Infrastructure Networks, was initially introduced by Messari in late 2022.
>$13.3B Mcap.
With Gensyn, Chia, Akash, Arweave & Ceramic.
11/ Oracle
Entangle, Customizable & Interoperable Data Infra (0xAndrewMoh)
🔹 Cross-chain messaging, Innovative Oracle Solution
🔹 Custom Security Parameters & Price Feeds
🔹 IBC & Non-EVM Connectivity
🔹 Gateway via WebverseNFT
🔹 Still early, no token
🔹 IDO Q1 2024
12/ New Projects & More
3 Undervalued projects Jump invested in (defi_mochi)
Among 82 projects.
8 Promising Narratives for 2024 (CryptoGideon_)
+ Projects.
AI, RWA, Gaming, DePIN, Restaking, and more.
Low Caps (0xJok9r)
RWA, AI, PoW, GameFi & DeSci.
Presales, IDOs & New Launches (CryptoNikyous)
New Interesting Projects & Launches (Beacon_Early)
RWA Gems (0xelonmoney)
New Projects (twindoges)
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 provide us this content. 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.
Great Alpha as always. 🫡
Terrific job! Thank you for your time and research!