I believe all 8 of these narratives have potential to perform strongly.
This list in no particular order.
To make the biggest gains in crypto, you need to position yourself in the strongest narratives.
Some of the trends outlined in this thread still have potential to generate 50x opportunities.
🧵: 8 crypto narratives I'm eyeing right now. 👇
I believe all 8 of these narratives have potential to perform strongly.
This list in no particular order.
So although in some cases these projects can perform against broader market movement, most altcoins still adhere to general $BTC price action.
And in many cases, will also be least affected by price dumps as there's enough demand-side pressure to mitigate sell-offs.
But treat each project on an individual basis.
Ahead of the zkSync and StarkNet token releases, in conjunction with the upcoming Polygon zkEVM launch - ZK-related protocols have been performing strongly.
ZK-rollups help alleviate congestion by 'rolling up' transactions into batches that are executed off-chain.
I did an in-depth thread on my favourite ZK projects a few weeks ago.
https://t.co/zUJWkwN9p8
2023 is the year of ZK-rollups.
— Miles Deutscher (@milesdeutscher) February 1, 2023
ZK is the future of scaling Ethereum, and with the upcoming token launches of @zksync, @Starknet and @0xPolygon's zkEVM - the narrative is starting to heat up.
\U0001f9f5: Here are the best released (and unreleased) ZK projects to keep your eye on. \U0001f440\U0001f447
Liquid staking derivatives allow you to earn yield on crypto assets like $ETH, whilst maximising capital efficiency.
This trend is currently being driven by 2 catalysts:
1. The upcoming Shanghai upgrade
2. The SEC's regulatory crackdown on centralised staking
Shanghai will be a major driver of aggregate $ETH staking, as it will finally allow redemptions of staked ETH from the Beacon chain.
Although I am wary of intervention on this front.
https://t.co/XcIsPD1GAZ
If the SEC continues to crack down on staking amongst centralised exchanges, where is that liquidity going to flow?
— Miles Deutscher (@milesdeutscher) February 10, 2023
Liquid staking.
The upcoming Shanghai upgrade was already a strong catalyst for LSDs, but regulatory FUD is another reason to watch $LDO, $FXS, $RPL, $ANKR etc.
This has been one of the strongest performing sectors over the last 6 months.
$GMX led the way, followed by competitors such as $GNS, and now newer iterations are coming along, like $VELA.
But, I believe there are still opportunities in this space.
But at least in the short-medium term, oracle-based DEXs like $GMX have a distinct UX advantage.
The $GMX and $GNS brand identity will presumably enable them to pivot in the future if need be.
The go-to-market and onboard users quickly approach is something we've seen work well.
There has been a monumental and much needed shift in the way DeFi yield models are perceived by both developers and investors.
Through the trials and tribulations of 2021-22, reliance on emissions has decreased in favour of tangible revenue distribution.
If the answer is "from protocol fees", then you're on the right path.
But be careful, some projects claim to be "Real Yield" despite employing shady mechanisms to manipulate data.
I wrote a thread on it last year, which includes more information and project picks.
Since then we've also seen many more quality DeFi projects pivot.
https://t.co/dysPJEAUU2
There's a hot new narrative brewing in DeFi.
— Miles Deutscher (@milesdeutscher) August 9, 2022
It's called "Real Yield", where protocols pay out yield to users based on revenue generation.
\U0001f9f5: My TOP 10 picks to capitalise on this growing sector, and how they could become the pillars of the next cycle. \U0001f447
We've recently seen the SEC crackdown on BUSD, and there continues to be ambiguity surrounding the regulation of other centralised stables like USDC and USDT.
The need for a truly decentralised stablecoin is clear.
The protocol that nails the decentralised stablecoin model, and integrates it effectively - will be a big winner.
After ChatGPT became the fastest application in history to hit a million users, prompt investments by the likes of Microsoft and Google were made into the AI sector.
This resulted in AI altcoins exploding, as speculation ran rampant.
@avichal explained this in an interview I did with him a couple weeks ago.
https://t.co/L35iBECDnA
9. AI is the future, but AI + crypto isn't here *yet*.
— Miles Deutscher (@milesdeutscher) February 7, 2023
"I think crypto + AI is a little bit early right now."
But "10 years from now, I think these worlds absolutely converge." pic.twitter.com/B0Km0BDmmu
https://t.co/XXNO48dp6f
AI narrative reminds me of the gaming run in 2021.
— Miles Deutscher (@milesdeutscher) January 24, 2023
1. Big company (FaceBook/Microsoft invests)
2. Speculation increases, prices skyrocket
3. Hype dies down, major drawdowns
4. The best projects in the niche with real utility keep building and succeed long term
So if #Bitcoin exhibits bullish price action, it's hard to ignore an explosive narrative like AI.
This thread includes nice explanations of 16 AI projects.
https://t.co/7q6QDfHkth
The crypto #AI narrative is a firestorm!
— Crypto in Black (@thehiddenmaze) February 8, 2023
50x overvaluations in the next bull run are likely
Research now and find the next AI $ETH OR $BTC
\U0001f9f516 AI projects that are on FIRE right now\U0001f447 pic.twitter.com/d1cTWsLqiP
The theory behind decentralised gambling is extremely similar to DEXs: People love to gamble, and need places to do so on-chain.
We haven't really seen many quality gambling projects launch yet, but I believe they're coming.
https://t.co/MqvmcShfjl
We've made huge X's on our recent GambleFi projects...
— Louis Cooper (\U0001f499,\U0001f9e1) \U0001f344 (@LouisCooper_) February 16, 2023
But there are still more gains to come.
I've aggregated more important updates & projects so you don't miss the remaining gains \U0001f3b2 \U0001f9f5 pic.twitter.com/h1VjjTO3Rk
The following factors have been recent contributors behind many of these coins pumping:
• Chinese monetary stimulus
• Hong Kong crypto legalisation
• Increased Asian open interest
Here are some of the top creators to follow (make plenty use of the Twitter translate button).
https://t.co/jBPkQj1jVw
Chinese #FF for financial freedom@NoodleofBinance @diamondhandjs @RaccoonHKG@YeruiZhang @tiabitcoin @0xzhujun@spark_ren@RebaseMMT@HalfWS@CryptoYunqi @wolongkm
— Garid (@Garid_Trades) February 17, 2023
Did I forget anyone? / \u6211\u5fd8\u4e86\u4efb\u4f55\u4eba\u5417
Note: This is purely from a trading perspective, and any entries/exits will align with technicals.
The fundamentals on many of these are dubious, and many don't fit my framework for long-term positions.
https://t.co/qHfVu22YXw
Don\u2019t fade the Chinese coins.
— Miles Deutscher (@milesdeutscher) February 18, 2023
Here\u2019s my watchlist: pic.twitter.com/9ZDI9r2vQB
https://t.co/CrOUTmwRjH
To make 10x to 100x in the next 2 years, you need to ride the right narratives.
— Crypto Koryo (@CryptoKoryo) February 15, 2023
An exhaustive list of Top 20 narratives in crypto! (Plus top tokens for each)
Long thread \U0001f9f5 pic.twitter.com/s3vAYQG22b
Follow me @milesdeutscher to stay up to date.
Also, Like/Retweet the first tweet below if you can. 💙 https://t.co/uBdxD2erAz
To make the biggest gains in crypto, you need to position yourself in the strongest narratives.
— Miles Deutscher (@milesdeutscher) February 18, 2023
Some of the trends outlined in this thread still have potential to generate 50x opportunities.
\U0001f9f5: 8 crypto narratives I'm eyeing right now. \U0001f447
More from All
https://t.co/6cRR2B3jBE
Viruses and other pathogens are often studied as stand-alone entities, despite that, in nature, they mostly live in multispecies associations called biofilms—both externally and within the host.
https://t.co/FBfXhUrH5d
Microorganisms in biofilms are enclosed by an extracellular matrix that confers protection and improves survival. Previous studies have shown that viruses can secondarily colonize preexisting biofilms, and viral biofilms have also been described.
...we raise the perspective that CoVs can persistently infect bats due to their association with biofilm structures. This phenomenon potentially provides an optimal environment for nonpathogenic & well-adapted viruses to interact with the host, as well as for viral recombination.
Biofilms can also enhance virion viability in extracellular environments, such as on fomites and in aquatic sediments, allowing viral persistence and dissemination.
Viruses and other pathogens are often studied as stand-alone entities, despite that, in nature, they mostly live in multispecies associations called biofilms—both externally and within the host.
https://t.co/FBfXhUrH5d
Microorganisms in biofilms are enclosed by an extracellular matrix that confers protection and improves survival. Previous studies have shown that viruses can secondarily colonize preexisting biofilms, and viral biofilms have also been described.
...we raise the perspective that CoVs can persistently infect bats due to their association with biofilm structures. This phenomenon potentially provides an optimal environment for nonpathogenic & well-adapted viruses to interact with the host, as well as for viral recombination.
Biofilms can also enhance virion viability in extracellular environments, such as on fomites and in aquatic sediments, allowing viral persistence and dissemination.
#ஆதித்தியஹ்ருதயம் ஸ்தோத்திரம்
இது சூரிய குலத்தில் உதித்த இராமபிரானுக்கு தமிழ் முனிவர் அகத்தியர் உபதேசித்ததாக வால்மீகி இராமாயணத்தில் வருகிறது. ஆதித்ய ஹ்ருதயத்தைத் தினமும் ஓதினால் பெரும் பயன் பெறலாம் என மகான்களும் ஞானிகளும் காலம் காலமாகக் கூறி வருகின்றனர். ராம-ராவண யுத்தத்தை
தேவர்களுடன் சேர்ந்து பார்க்க வந்திருந்த அகத்தியர், அப்போது போரினால் களைத்து, கவலையுடன் காணப்பட்ட ராமபிரானை அணுகி, மனிதர்களிலேயே சிறந்தவனான ராமா போரில் எந்த மந்திரத்தைப் பாராயணம் செய்தால் எல்லா பகைவர்களையும் வெல்ல முடியுமோ அந்த ரகசிய மந்திரத்தை, வேதத்தில் சொல்லப்பட்டுள்ளதை உனக்கு
நான் உபதேசிக்கிறேன், கேள் என்று கூறி உபதேசித்தார். முதல் இரு சுலோகங்கள் சூழ்நிலையை விவரிக்கின்றன. மூன்றாவது சுலோகம் அகத்தியர் இராமபிரானை விளித்துக் கூறுவதாக அமைந்திருக்கிறது. நான்காவது சுலோகம் முதல் முப்பதாம் சுலோகம் வரை ஆதித்ய ஹ்ருதயம் என்னும் நூல். முப்பத்தி ஒன்றாம் சுலோகம்
இந்தத் துதியால் மகிழ்ந்த சூரியன் இராமனை வாழ்த்துவதைக் கூறுவதாக அமைந்திருக்கிறது.
ஐந்தாவது ஸ்லோகம்:
ஸர்வ மங்கள் மாங்கல்யம் ஸர்வ பாப ப்ரநாசனம்
சிந்தா சோக ப்ரசமனம் ஆயுர் வர்த்தனம் உத்தமம்
பொருள்: இந்த அதித்ய ஹ்ருதயம் என்ற துதி மங்களங்களில் சிறந்தது, பாவங்களையும் கவலைகளையும்
குழப்பங்களையும் நீக்குவது, வாழ்நாளை நீட்டிப்பது, மிகவும் சிறந்தது. இதயத்தில் வசிக்கும் பகவானுடைய அனுக்ரகத்தை அளிப்பதாகும்.
முழு ஸ்லோக லிங்க் பொருளுடன் இங்கே உள்ளது https://t.co/Q3qm1TfPmk
சூரியன் உலக இயக்கத்திற்கு மிக முக்கியமானவர். சூரிய சக்தியால்தான் ஜீவராசிகள், பயிர்கள்
இது சூரிய குலத்தில் உதித்த இராமபிரானுக்கு தமிழ் முனிவர் அகத்தியர் உபதேசித்ததாக வால்மீகி இராமாயணத்தில் வருகிறது. ஆதித்ய ஹ்ருதயத்தைத் தினமும் ஓதினால் பெரும் பயன் பெறலாம் என மகான்களும் ஞானிகளும் காலம் காலமாகக் கூறி வருகின்றனர். ராம-ராவண யுத்தத்தை
தேவர்களுடன் சேர்ந்து பார்க்க வந்திருந்த அகத்தியர், அப்போது போரினால் களைத்து, கவலையுடன் காணப்பட்ட ராமபிரானை அணுகி, மனிதர்களிலேயே சிறந்தவனான ராமா போரில் எந்த மந்திரத்தைப் பாராயணம் செய்தால் எல்லா பகைவர்களையும் வெல்ல முடியுமோ அந்த ரகசிய மந்திரத்தை, வேதத்தில் சொல்லப்பட்டுள்ளதை உனக்கு
நான் உபதேசிக்கிறேன், கேள் என்று கூறி உபதேசித்தார். முதல் இரு சுலோகங்கள் சூழ்நிலையை விவரிக்கின்றன. மூன்றாவது சுலோகம் அகத்தியர் இராமபிரானை விளித்துக் கூறுவதாக அமைந்திருக்கிறது. நான்காவது சுலோகம் முதல் முப்பதாம் சுலோகம் வரை ஆதித்ய ஹ்ருதயம் என்னும் நூல். முப்பத்தி ஒன்றாம் சுலோகம்
இந்தத் துதியால் மகிழ்ந்த சூரியன் இராமனை வாழ்த்துவதைக் கூறுவதாக அமைந்திருக்கிறது.
ஐந்தாவது ஸ்லோகம்:
ஸர்வ மங்கள் மாங்கல்யம் ஸர்வ பாப ப்ரநாசனம்
சிந்தா சோக ப்ரசமனம் ஆயுர் வர்த்தனம் உத்தமம்
பொருள்: இந்த அதித்ய ஹ்ருதயம் என்ற துதி மங்களங்களில் சிறந்தது, பாவங்களையும் கவலைகளையும்
குழப்பங்களையும் நீக்குவது, வாழ்நாளை நீட்டிப்பது, மிகவும் சிறந்தது. இதயத்தில் வசிக்கும் பகவானுடைய அனுக்ரகத்தை அளிப்பதாகும்.
முழு ஸ்லோக லிங்க் பொருளுடன் இங்கே உள்ளது https://t.co/Q3qm1TfPmk
சூரியன் உலக இயக்கத்திற்கு மிக முக்கியமானவர். சூரிய சக்தியால்தான் ஜீவராசிகள், பயிர்கள்
Took me 5 years to get the best Chartink scanners for Stock Market, but you’ll get it in 5 mminutes here ⏰
Do Share the above tweet 👆
These are going to be very simple yet effective pure price action based scanners, no fancy indicators nothing - hope you liked it.
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52 Week High
One of the classic scanners very you will get strong stocks to Bet on.
https://t.co/V69th0jwBr
Hourly Breakout
This scanner will give you short term bet breakouts like hourly or 2Hr breakout
Volume shocker
Volume spurt in a stock with massive X times
Do Share the above tweet 👆
These are going to be very simple yet effective pure price action based scanners, no fancy indicators nothing - hope you liked it.
https://t.co/JU0MJIbpRV
52 Week High
One of the classic scanners very you will get strong stocks to Bet on.
https://t.co/V69th0jwBr
Hourly Breakout
This scanner will give you short term bet breakouts like hourly or 2Hr breakout
Volume shocker
Volume spurt in a stock with massive X times
APIs in general are so powerful.
Best 5 public APIs you can use to build your next project:
1. Number Verification API
A RESTful JSON API for national and international phone number validation.
🔗 https://t.co/fzBmCMFdIj
2. OpenAI API
ChatGPT is an outstanding tool. Build your own API applications with OpenAI API.
🔗 https://t.co/TVnTciMpML
3. Currency Data API
Currency Data API provides a simple REST API with real-time and historical exchange rates for 168 world currencies
🔗 https://t.co/TRj35IUUec
4. Weather API
Real-Time & historical world weather data API.
Retrieve instant, accurate weather information for
any location in the world in lightweight JSON format.
🔗 https://t.co/DCY8kXqVIK
Best 5 public APIs you can use to build your next project:
1. Number Verification API
A RESTful JSON API for national and international phone number validation.
🔗 https://t.co/fzBmCMFdIj
2. OpenAI API
ChatGPT is an outstanding tool. Build your own API applications with OpenAI API.
🔗 https://t.co/TVnTciMpML
3. Currency Data API
Currency Data API provides a simple REST API with real-time and historical exchange rates for 168 world currencies
🔗 https://t.co/TRj35IUUec
4. Weather API
Real-Time & historical world weather data API.
Retrieve instant, accurate weather information for
any location in the world in lightweight JSON format.
🔗 https://t.co/DCY8kXqVIK
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I just finished Eric Adler's The Battle of the Classics, and wanted to say something about Joel Christiansen's review linked below. I am not sure what motivates the review (I speculate a bit below), but it gives a very misleading impression of the book. 1/x
The meat of the criticism is that the history Adler gives is insufficiently critical. Adler describes a few figures who had a great influence on how the modern US university was formed. It's certainly critical: it focuses on the social Darwinism of these figures. 2/x
Other insinuations and suggestions in the review seem wildly off the mark, distorted, or inappropriate-- for example, that the book is clickbaity (it is scholarly) or conservative (hardly) or connected to the events at the Capitol (give me a break). 3/x
The core question: in what sense is classics inherently racist? Classics is old. On Adler's account, it begins in ancient Rome and is revived in the Renaissance. Slavery (Christiansen's primary concern) is also very old. Let's say classics is an education for slaveowners. 4/x
It's worth remembering that literacy itself is elite throughout most of this history. Literacy is, then, also the education of slaveowners. We can honor oral and musical traditions without denying that literacy is, generally, good. 5/x
As someone\u2019s who\u2019s read the book, this review strikes me as tremendously unfair. It mostly faults Adler for not writing the book the reviewer wishes he had! https://t.co/pqpt5Ziivj
— Teresa M. Bejan (@tmbejan) January 12, 2021
The meat of the criticism is that the history Adler gives is insufficiently critical. Adler describes a few figures who had a great influence on how the modern US university was formed. It's certainly critical: it focuses on the social Darwinism of these figures. 2/x
Other insinuations and suggestions in the review seem wildly off the mark, distorted, or inappropriate-- for example, that the book is clickbaity (it is scholarly) or conservative (hardly) or connected to the events at the Capitol (give me a break). 3/x
The core question: in what sense is classics inherently racist? Classics is old. On Adler's account, it begins in ancient Rome and is revived in the Renaissance. Slavery (Christiansen's primary concern) is also very old. Let's say classics is an education for slaveowners. 4/x
It's worth remembering that literacy itself is elite throughout most of this history. Literacy is, then, also the education of slaveowners. We can honor oral and musical traditions without denying that literacy is, generally, good. 5/x
