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Crypto, Distilled

@DistilledCrypto

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Distilling the purest insights in crypto; 100% independent & educational.

Deep Research 👉
https://t.co/RptsbRwJcy
Joined November 2021
Don't wanna be here? Send us removal request.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
Two months in, Distilled Deep Dives has delivered 17 reports to 1k+ subscribers. From AI to DePIN, we've covered leading & emerging projects shaping the market. Dive in below: 1. @Ionet_official : the internet of GPUs 2. @Peaqnetwork : fastest growing DePIN L1 3. @Opentensor :…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
Ansem's 2024 Watchlist - Distilled: @monad_xyz : super scaling for EVM. @dymension : lightning fast app-chains. @ionet_official : AI GPUs on $SOL. @anoma : infrastructure for intents. @sovereign_labs : rollups for any chain. @OhBabyGames : Mario Kart-style games @TheTreeverse :…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
1. How To Follow The Liquidity In Crypto: Liquidity is all about how much cash is available in the economy. It's like the amount of water in the ocean. When there's a lot of water, all the boats (or in this case, cryptos) can float higher easily. 2. Measuring Liquidity: We…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
8 months
1/ The 100x Portfolio Since 2021, I've spent 500+ hours researching crypto. It's been a rough ride of blood, sweat and tears. After careful consideration, I've chosen five altcoins with the collective potential to 100x my portfolio.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ $KUJI - Deep Dive $KUJI has exploded over the past 30 days. However, has performance been attributed to hype or strong fundamentals? Here's a deep dive into the performance metrics of the $KUJI ecosystem.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ Crypto Watchlist - 2024 As the bull market solidifies, diverse sectors are gaining momentum. Early leaders are surfacing, poised to direct the bull market's trajectory. Here is a snapshot of key projects in emerging niches.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
Altcoins With HUGE Narratives: $TAO - the Microsoft/Google Killer $KUJI - early to a better ‘LUNA’ $OLAS - GPT-4 powered AI agents $EMP - the lego set for secure dApps $RLB - the $BNB cash cow of on-chain $HERA - AI-powered Layer0 protocol $LMR - the ‘Lido’ of $BTC /…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ Mega Thread - AI x Crypto AI-related projects have been on fire. But what are the use cases, and are they gaining meaningful adoption? This thread will distill the utility of some of the largest projects in this sector.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $KUJI: The Silent Tsunami Among L1s With 800%+ TVL growth since 2023, $KUJI is outpacing every major L1/L2. It carries $LUNA's torch, but has the fundamentals to soar much higher. Here are several metrics that suggest that $KUJI could be extremely undervalued.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $TAO is the biggest bet of the century. 1000x or 0, no in between. Ever wondered about the fusion of $BTC and AI? This isn't science-fiction, it's $TAO. However, it's unclear whether this is vision realistic or just AI hype. This thread is my thorough & unbiased take.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
12 days
Is "Altcoin Season" A Myth? For the last two years, I've lived and breathed the altcoin market. Yet, one mystery remains: The much-anticipated 'altcoin season' of 2021 is nowhere to be seen. Here, I'll clarify why and offer tips to optimize your altcoin strategy. Let's start…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
Messari 2024 Report - 25 New Projects: @ModulusLabs : powerful AI on-chain. @aztecnetwork : privacy-first L2 on $ETH. @teleportxyz : decentralized ridesharing. @elusivprivacy : modular privacy stack. @gizatechxyz - deply ML models at scale. @HyperOracle - zkOracles for on-chain ML.…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
List - 20 New & Unique Projects (2024): I've read dozens of 2024 reports. Here are the most unique projects coming to market: Artificial Intelligence (AI): @UpshotHQ : PoA protocol for AiDeFi @Nevermined_io : eCommerce for DeAI @ParallelColony : in-game agents w/ wallets…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
$KUJI - Revenue Streams Diagram Picture @TeamKujira as a sustainable, cost-efficient train on DeFi railways. Each component — from the engine to the brakes — functions in perfect sync. Community-owned, all revenue from its passengers (users) flows directly to stakers.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Updated AI Watchlist - (25 w/o Tokens) Web3 AI is teeming with innovation, DYOR. AI Agents: @Dainprotocol : AI agent economy on $SOL @MorpheusAIs : smart agent tooling @ShinkaiProtocol : agent operating system @Polywrap_io : agent development platform @Chainml_ : B2B AI agent…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ $ORAI - The Ultimate AI Pick/Shovel Play $ORAI is the leading oracle for AI-validated data. It's the key to providing trustworthy AI services for clients across any industry/chain. With broad use cases & deep partnerships, $ORAI could be a future blue chip in the making.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ 0x0: The Hidden Ace Of DeFi Privacy. Amid rising privacy concerns, 0x0 carves a niche within the DeFi scene. It offers AI-driven privacy tools that blend transaction confidentiality with passive income. This thread is my thorough & unbiased take on the potential of $0x0.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
$PRIME = AI Agents + Gaming + Solana In a crowded market, $PRIME positions itself at the crossroads of AI and gaming. With @ParallelColony quietly developing an AI agent-powered survival game on $SOL. After reading the recent whitepaper, here's everything you need to know: 1.…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Where Are The Retail Investors? $BTC is at $50k, yet retail doesn't care. Normies, exit liquidity, [insert] = ghost town. Why? Here are a few potential reasons: - Many were severely hurt by FTX/Luna - New ATHs are needed to spur attention - Liquidity injections haven't…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Crypto x AI - Watchlist (25 Projects): The diagram below provides a comprehensive overview of the Crypto x AI chain. Here are projects poised to disrupt: 1. Comute @gensynai : ML compute superclustering @PrimeIntellect : commoditized intelligence @TromeroAI : PoW-inspired ML…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
The X algorithm can be your best friend if you use it right. Here’s how I’ve fine tuned mine to spoon-feed me alpha: 1. Mute non-crypto words e.g NBA, elections 2. Mute all hopium “1000x”, “gems” etc. 3. Mute over-shilled tickers in weak sectors 4. If you bookmark something,…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
Altcoin Musical Chairs - Watchlist L1s: $INJ, $KUJI AI: $OLAS, $HERA PoW: $TAO, $LMR Meme: $PEPE, $SPX Perps: $GMX, $HMX RWAs: $RVST, $CBY ZKs: $MINA, $METIS Cloud: $RNDR, $AKT Layer0: $RUNE, $RVF Arb: $RDNT, $PREMIA Privacy: $ATOR, $EMP NFTs: $LOOKS, $JPEG LSDFi: $PENDLE,…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $ATOR: the kryptonite of online tyranny. As internet surveillance grows, Tor offers a modest shield. Its limitation? Scale and speed. $ATOR, more than a token, turbocharges Tor. With on-chain incentives and novel tech, it pioneers a privacy-first internet.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
$KUJI is the most undervalued mid-cap. Since the macro bottom at $16k $BTC: - $KUJI has been the fastest growing L1 - TVL growth has outpaced price by 44x - Reached 98%+ circ. supply, 50%+ staked
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $CROWN - Derbies Meet Crypto Fusing a $400B horse realm with $1.1T crypto, $CROWN carves its niche. Backed by giants @coinbase & S&P 500's Churchill Downs ( @KentuckyDerby ). With a few early $AXS investors drawing parallels, the potential of $CROWN is palpable.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
The Bull Run - Take Profit Strategies It's 2024, $BTC is at $60k, altcoins are soaring. Every week is a sea of green, the greed is palpable. You're tempted to rely on your gut to time the peak. But is there a better approach? Top profit strategies, neatly distilled.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
VC & Crypto Research Insights- 2024 Decentralized AI: - Narrative likely won't lose steam (Suisse) - d(ML, storage, model training) - (Suise) - Blockchains will temper CeAi (a16z) - Agents = main blockchain users (Nansen) - Zero Knowledge ML - ZKML (Spartan) - DAOs as AI-driven…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $KUJI: The Silent Tsunami in DeFi With 1600% TVL growth over the past year, $KUJI is outpacing EVERY major L1/L2. A tsunami is rising before our eyes, poised to unleash tidal waves across DeFI. Here's why the recent $KUJI rally may only be a baby step towards fair value👇.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ $OLAS - Project Overview Picture $OLAS as the ultimate lego set, designed for crafting co-owned AI services. Each element, from blockchains to AI models, serves as Lego pieces in the $OLAS framework. Dive into this succinct overview below:
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
$AR - The Sleeping Giant Of AI Contrary to common belief, $AR goes well beyond just storage. On Feb 13th, @ArweaveEco officially showcased the AO computer. Blending Web3 security with Web2 speed, AO is built to deploy AI models at scale. Here's everything you need to know:…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ $OTK - The Axie Infinity Of Solana Several days ago, I scanned the trenches of Solana and came across $OTK. It's a account abstracted mobile P2E, with 3M registered users yet a MC < $3M. With ties to @Logitech & @Lenovo , and 150k+ (4.7/5) reviews, its upside could be vast.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
How To Leave The Bull Run With Profits: $BTC edges toward $100k, while greed swamps the market. Once more, you hold off on cashing out, speculating the peak hasn't fully surged. You tell yourself that you can sell the top, but can you? Here are 5 alternatives to consider: 1.…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Most people think $RNDR is just rendering. This couldn't be further from the truth. Under the hood, $RNDR is building a monstrous line up of AI/compute clients. Here's a updated look as of Jan 2024:
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $HILO is the dark horse of GambleFi. As the future shifts on-chain, $HILO takes a new angle overlooked by leaders like $RLB. It allows users to long/short assets, trends, or events w/o liquidation risks. With many catalysts on the horizon, $HILO growth could be explosive.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
BlackRock & Tokenization - Key Sectors: 1. Oracles: tokenized assets need access to accurate, real-time financial data. 2. RWAs: a diverse range of assets (stocks, bonds, real estate etc.) will be tokenized. 3. DeFi: tokenized assets will need places for lending, borrowing,…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
5 months
Top 10 Harsh Crypto Truths: 1. Unrealized size, is not size. 2. Selling is way harder than buying. 3. HODL leader > rotating beta (over LT). 4. Attention + narrative > fundamentals. 5. Sell/buyback is poor RR, winners escape. 6. The bull run is simply a race to take profit. 7.…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Bull Market Play Book - 10 Lessons: 1. Study the liquidity; all else is noise. 2. Altcoin PA = stair case up, elevator down. 3. Bull trifecta: cult + shiny + growth story. 4. Over-rotation = death; trust your process. 5. Unrealised size is not size. 6. Thesis > price-driven…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
3 Cutting-Edge Trends In [AI x Crypto]: 1. GPU Aggregators: GPUs are the new oil of the AI economy. Broadly speaking, there are two types of decentralized GPU networks: a) General-purpose: suited for model inference only (a common LLM workload). Examples: $AKT, $NOS, $RNDR…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ $OLAS - Mega Thread The next billion Web3 users may not be humans, but rather, AI agents. - # of $OLAS agents +800% past year - Total eco activity +400% in < 4 mths - $TAO connection in progress - No major supply unlocks until 7/24
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
Web3 AI Ecosystem Map: A concise glimpse into the future of AI. Infrastructure ➡️ Middleware ➡️ Applications.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Crypto x AI - Token Launch Info: Token Confirmed: @MorpheusAIs - February 8th @ionet_official - Aiming for end of Q1 @AleoHQ - H1 2024 likely @elna_live - H1 2024 likely @dainprotocol - 2024, TBA? @SpectralFi - 2024, TBA? @ShinkaiProtocol - 2024, TBA? Likely, But Unconfirmed:…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
27 days
The Truth Behind "No Sleep Season": Over the past few weeks, many have noticed my absence and wondered why. The simple truth? My eyesight suffered from relentless screen time. Resulting in eye spasms, cramps, and blurred vision. This post isn't a call for sympathy but a…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $HERA: The Unseen Bridge In Fragmented Terrain. $HERA is more than a dApp; it's a conduit for a fluid crypto economy. Its AI tech allows assets to glide across diverse chains seamlessly. With upcoming upgrades, $HERA could be the linchpin of a unified multi-chain future.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
$PENDLE - DeFi's Pick & Shovel DeFi parallels a gold rush: unique niches as regions, dApps as mines, with yield as gold. In this gold rush, $PENDLE holds a monopoly on the pick & shovel infrastructure. Allowing users to capture the best yields across any chain or niche.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
Crypto Accounts - Distilled Here are 10 accounts I distilled the most info from in 2023: Narratives - @QuantMeta Investing Theory - @0x_Kun Trading/Charts - @Pentosh1 Themes/Lists - @wacy_time1 Cycle Analysis - @BobLoukas Altcoin Gems - @Rancune_eth TradFi / BTC -…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
To The Community: I'm very grateful for all the continued support. It drives my passion to do more & better. However, as my platform grows, I want to set some transparent expectations: 1. My mission is to offer thorough, unbiased, and accurate research. 2. I focus on projects…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
$KUJI - The Tsunami Among L1s - 1M TVL Growth: +105% - 3M TVL Growth: +249% - 6M TVL Growth: +451% - 90D Revenue: $3.65M, 14% APY - Supply: 52% staked, 95.5% CS
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $DUBBZ is the dark horse of GameFi. Unlike competitors, $DUBBZ seamlessly blends Web2 gaming with a subtle touch of crypto. Simplifying blockchain for mass GameFi adoption. With a live product & strong legal compliance, $DUBBZ growth could be explosive.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ Crypto Narratives For 2024 Narratives drive crypto prices. From contrarian tales to consensus, each project's story captures its value. Over a decade ago, 10,000 $BTC bought a pizza; now, Wall St. seeks $BTC ETFs. Here are the top crypto narratives, distilled.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
$TAO is the clear leader in the AI sector. However, there are two upcoming innovators that are poised to disrupt: @Nimble_Network : a composable AI network bringing AI agents & compute to $SEI. @Gensynai : a ML protocol that aims to disintermediate cloud oligopolists like AWS.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
$KUJI - The Tsunami Among L1s Over the past 6 months, $KUJI TVL growth has outpaced price by more than 2x. Although the fair value gap seems to be closing, $KUJI TVL continues to surge.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
$BTC isn’t the new gold, GPUs are. The demand for AI compute is increasing by 10X every 6 months - @elonmusk . $AKT & @ionet_official allow you to save up to 70-90% vs. centralized options. If the GPU supply shock = the new gold rush; than DePINs = the best picks/shovels.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
Crypto AI Watchlist: Infrastructure: $TAO, $AGIX AI Services: $OLAS, $FET Privacy / AI: $ROSE, $0x0 AI Super Cloud: $AKT, $RNDR Generative Art: $BOTTO, $IMGNAI AI Chains: $ORAI, $PHB DeFI / AI: $HERA, $AQTIS AI Knowledge Graphs: $GRT, $TRAC Data / AI: $OCEAN, $CQT
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
5 months
DeAi will scale much faster than DeFi. Linear vs. exponential outcomes. The end game unforeseen by Satoshi. Genesis is here.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Don't marry your altcoins this cycle. In the 2020-2021 bull, 11k tokens were listed, and about 70% have failed since. This mirrors the 2017-2018 cycle, where 70% of the 3k+ listed tokens also failed. Source: @coingecko
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ $LMR - The Digital Pickaxe For PoW L1s With ETFs looming & mining surging, $BTC hash power is the gold rush of the digital age. $LMR leads the way, transforming it into a fluid, global, decentralised asset. Backed by Coinbase & Satoshi-era devs, $LMR holds immense potential
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
$TAO is the largest AI project by MC, commanding over 20% of DeAI market share. In its wake, several promising DeAI projects are poised to disrupt: 1. @gensynai - unifying the world’s ML compute into a global supercluster. 2. @togethercompute - open-source network for building…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
The Future Of Web3 Gaming: AI Agents AI agents are the key to taking gaming to the next level. Recently, @Google launched SIMA: an AI agent that can play games with 600+ skills. Imagine a world in which agents are the players, builders or financial middleman. Let's dive in:…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
What Are The Best AI Sectors? (Pt. 1) If you haven't already noticed, the buzz around AI is impossible to ignore. In a market littered with both novelty & junk, identifying signals amid the noise is key. Below are my opinions on each niche and the market dynamics at play.…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
$ETH killers were the sweetest fruit of 2021. 2024’s golden goose could be very different. Emerging Primitives: - Autonomous Economic Agents (AEAs) - AiDeFi (+ other DeAi verticals) - DePIN (storage, GPU, etc.) - Privacy-Enabled Infrastructure - Modular Blockchains + DA -…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
Early Signs Of Thrill/Euphoria: 1. CoinGecko crashes constantly 2. You check your portfolio 20x-50x a day 3. Memecoins become the leading sector 4. Non-traders transform into traders 5. It's very hard to think of a source of FUD 6. Even late entrants/retail have huge unP/L
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
The AI Agent x Crypto Landscape: 1. AI Agent Services: 🔹 @autonolas is a tech stack that can be used to create co-owned ‘agentic’ services. 2. Crypto Gaming Agents: 🔹 @ParallelTCG aims to create AI characters that can use Web3 wallets. 3. AgentFi - Agent As ‘NFTs’: 🔹…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ Spotlight - @TeamKujira $KUJI fundamentals have been on fire. FIN trading volume & TVL growth have consistently outpaced price growth this year. Here's a brief overview of $KUJI's key metrics over the past six month:
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
The 2024 Crypto Playbook: @0x_Kun is one of the best first-principles thinkers on Crypto Twitter. As the market gathers pace, developing a robust crypto strategy is key. Here, I've curated Kun's top educational tips, organized by theme for easy navigation.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
5 Upcoming AI Projects To Watch: The $NVDA GTC event slated for March 18th could reignite the AI sector. As current leaders push boundaries, several new projects strive to elevate further. Here are 5 emerging projects to research, all with confirmed native tokens. Project 1 -…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Vitalik's [Crypto x AI] Essay - Distilled Pt. 1: Core Ideas: - Crypto & AI are the trends of the decade - AI x Crypto will overlap in 4 key ways 👇 - AI as (player, interface, rules & objective) - AI as the player (AI agents) = most viable - AI as the interface = the most…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Crypto Innovation Watchlist [DYOR]: Staying ahead often means researching early-stage projects before their TGE. Innovation proceeds, token/products follow. @HyperOracle : pioneer of optimistic ML @dainprotocol : agent-to-agent network @peaqnetwork : DePIN L1 + machine RWAs…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
1 month
GM everyone! I apologize for the lack of inactivity lately, I’ve been dealing with some eye issues. Doctor wanted me to touch grass. I hope to ease back into writing by early next week. Many new trends/ideas to discuss.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ Micro Cap Spotlight: @EmpyrealArb I've accumulated $EMP over the past week. It's now a core position of my LT portfolio. Here's why I think it may be the most undervalued altcoin <$10m MC 🧵
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
How To Get Ahead Of Crypto Trends: 1. In crypto, money is like water. It’s abundant, constantly circulating, and always changing form. The goal is to get as wet as possible by being at the right place, at the right time. 2. Optimal positioning boils down to perspicacity,…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ Is $OLAS the most undervalued small cap? It's the next iteration of Web3 tech: $BTC-> $ETH-> $LINK-> $OLAS - New primitive (AI x Crypto framework) - Eco activity up 50x past 2 months - [Web2/3, chain & industry] agnostic - Messari & a16z bullish - Team of Cambridge PHDs
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Bull Market Price Action - 6 Key Insights 1. In crypto, the most explosive period of price action is often the shortest. Years of bleeding and chop can get wiped out in a few weeks/months. It’s like a deep ocean swell that gradually transforms into a powerful wave. The build…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
Data = The Lifeblood Of AI (4 New Projects) With the AI narrative now widely accepted, generating alpha is tougher. Terms like GPUs and AI agents echo repetitively, almost like a broken record. Yet, amidst this frenzy, one critical sector is consistently overlooked: data.…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
How To Size Your Portfolio For Max Gains: As $BTC soars past ATHs, it's the perfect time to prepare for altseason. Yet, in the frenzy to snag the next 100x altcoins, many ignore a key variable: Position sizing. Here are 4 potential ways to size your portfolio for max ROI.…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
How AI And DePIN Will Change Web3: @LexSokolin10 recently shared a thought-provoking piece on the rise of AI and DePIN. Both sectors, while only making up < 1% of the market each, have TAMs in the billions. Here are the key insights & takeaways from the article, distilled: A:…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ $RBC - Layer0's Powerhouse Toolkit $RBC is a is a cross-chain toolkit integrated across 70+ networks. The SDK can supercharge any dApp with low-code, non-KYC, Layer0 liquidity. With 130+ Web3 partners yet a MC < $5M, $RBC could be heavily undervalued.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
7 Big Crypto Events On The Horizon: 1. $ETH Dencun Upgrade - March 13 2. @Nvidia GTC - March 18-21 (AI) 3. $PEAQ / $IO Launch - Q2 (DePIN) 4. $BTC Halving - Mid April 5. $ETH ETF 1st Deadline - May 23 6. @Eigenlayer Launch - Q2/Q3 7. $SOL Fire Dancer Client - Q2/Q3
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
The Dark Horse Of DePIN: Co-Processors The crypto market is flooded with AI and DePIN projects. Frankly, it's old news. Amid the hype, there's a vital yet ignored niche: verifiable compute. While access to compute is excellent, the integrity falls short. Answer: Co-Processors…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Vitalik posted an essay on [AI x Crypto] today. I’m currently deep diving and looking to connect the dots with the current meta. Insights will be shared in < 24hr.
@VitalikButerin
vitalik.eth
@VitalikButerin
3 months
The promise and challenges of crypto + AI applications:
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
@MessariCrypto shared a 2024 research report. Covering key crypto trends & projects. I read and analyzed all 194 pages. Here are the key insights, distilled 🍻 1) DePIN x AI Synergy: AI will require extensive computing power and data storage. 🔹Compute Power - $RNDR, $AKT…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Best Free Crypto Resources (20)↓ It's important to work hard AND smart. Here are the top resources I use to stay at the bleeding edge of the market: Research Reports: 1/ @BinanceResearch Reports 2/ @Coinbase Research & Insights 3/ @Coingecko Research Thought-Provoking…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ Crypto x AI - Narratives Blockchain to AI is like transformers to electricity. Transformers manage electricity flow, ensuring it's channeled efficiently. Blockchain can do the same for AI, ensuring fair governance & value capture. Here are the top AI narratives, distilled.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
7 Key Decentralized AI Trends - 2024: 1. Rise Of Open-Source AI 2. Agentic AI (agents) & Logical AI 3. Neural Networks & Deep Learning 4. Retrieval Augmented Generation 5. AI Trust & Safety (e.g. zkML/opML) 6. GPU As The New Oil + DePINs 7. Differential Acceleration (d/acc)
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ The Rise Of Cosmos L1s $INJ has been on a rampage this year; now less than 35% away from its ATHs. Together with $SOL, it's spearheading the Layer 1 hedge against $ETH and L2s. Beyond these giants, a rise in specialized Cosmos L1s beckons, ready to leverage $INJ's surge.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
1/ The Bleeding Edge Of Crypto In a market of 10,000+ altcoins, most are just fleeting whispers, quickly forgotten. Yet, amidst these whispers, some aim to roar, poised to disrupt with new tech. Here I've distilled 10 pioneers, each bringing unique use cases to Web3.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
Thrilled to have @Pakpakchicken as not just a mentor but a dear friend. I'm deeply grateful to him and others who have been loyal supporters of my research. This shout out means so much to me.
@pakpakchicken
Chicken Genius
@pakpakchicken
4 months
In the sea of bad players. There are only 4 people in crypto I keep in touch often. Grateful to have caught up @DistilledCrypto with for lunch while he was in Singapore. He asked me: How do I value add more to my audience and you? My reply: Find me another person on CT that…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
Top AI Niches Over the Past 3 Months: The AI sector makes up <1% of the market. Nonetheless, innovation is flourishing. Below are the top AI niches and their leaders from the past 3 months.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $CBY - The Green Giant Of Crypto Have you ever played Clash of Clans or Gardenscapes? Fuse them with crypto, sustainability, and NFTs, and you're introduced to @Carbify_io . Allied with UN Climate Change, $CBY potential isn't just green — it's monumental.
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
4 months
The 2024 Blueprint: AI x DePIN x Solana 1. AI Agents: arms/legs of AI; unparalleled automation; evolution of smart contracts. 2. DePIN x AI: backbone of AI economy is storage/compute; decentralized = cheapest. 3. Solana: AI agents and DePINs love cheap chains, SOL is the…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
Mega List - AI/Crypto Utility AI Intelligence: decentralized network for shared ML insights & capabilities. @opentensor - $TAO 🔹Blockchain Insights 🔹Time-series Predictions 🔹Machine Translation 🔹Image/Music Generation Autonomous Services: co-owned services powered by…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
10 Key Opinions on [Crypto x AI]: @PalantirTech Co-Founder - "For AI agents to coordinate with incentive systems, they're probably going to use crypto." @animocabrands Founder - “In the future, 70-80% of transactions will happen through autonomous AI agents." @coinbase CEO -…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
6 months
Spotlight - Projects Trending On $SOL SOL has been on fire; TVL is up 220%+ YTD. $MNDE - liquid staking, 300M+ TVL $NEON - infra for EVM dApps on $SOL $POLIS - UE5 space video game $SHDW - scalable data storage $CROWN - GambleFi, $1.5M+ in deposits $MANGO - DeFi Hub…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
11 days
Is There Still Opportunity In AI x Crypto? I’ve spent 10s of hours researching AI x Crypto. I've watched it shift from a obscure idea to a popular sector. Yet as hype wanes, the elephant in the room remains. Are the golden days over? Let's explore this together. Before we…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
5 months
Key Narrative Events: AI: -Biden ‘Safe AI’ Exec. Order (Oct 2023) - @AlibabaGroup AI Model (Oct 2023) - @Amazon AI Bot ‘Q’ (Nov 2023) - @Apple ‘Ajax” AI Model (TBA) - @OpenAI *Q AI model (TBA) - @Tesla to spend $1B on Dojo Super Computer (2024) BTC: - Pro-BTC Argentina (Nov 2023) -…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
3 months
The Web3 AI Pipeline (bottom-up): (Apex) Agents: the productivity & agency ⬆️ Applications: the tools & services ⬆️ Authentication: the accountability & fairness ⬆️ Privacy: the security and safety ⬆️ Data: the information & inputs ⬆️ (Base) Compute: the infrastructure & fuel
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
AI Agents: Robots, IoT, Memecoin Trading.. The AI agent sector has swiftly transitioned from infancy to adolescence. It's full of potential but still encounters its fair share of hurdles and risks. Within this blossoming landscape, three pivotal pillars emerge: 1. Autonomous…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
2 months
Solana’s DePIN Landscape - Key Insights $SOL is the leading L1 for DePINs, thanks to its high TPS, low fees & active ecosystem. Enabling DePINs to compete against the likes of AWS, AT&T, Google Maps, iCloud. Here is a distilled breakdown of the major players innovating on…
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
@Cryptocevo Top Altcoin Picks [Review] Two weeks after its public debut, the "Cevo Basket" has outperformed $BTC by 10x. - Cevo Basket ROI (+70%) - $BTC ROI: (+7%) Fading his calls is dangerous 👇
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ $KUJI has been on fire the past month: Outperforming all top 20 (MC) Layer 1s: - $TON (worst) by +77% - $SOL (2nd best) by +15% - Average outperformance of 52%
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@DistilledCrypto
Crypto, Distilled
@DistilledCrypto
7 months
1/ Best $ETH Migration Gems $ETH migrations are one of the most powerful catalysts in the crypto market. Take $RLB, the leader of GambleFi. It soared by over 10x after its shift from $SOL to $ETH. Here are a few on-chain gems that could explode after migrating to $ETH 👇
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