1/21 2024 - 2025 Narratives
Narratives drive crypto. Before entering a long-term trade I consider whether favorable narratives will sooner or later pump my bags – consistently picking the right narrative/sector can be important than occasionally picking the leading project.
$METIS Mega Thread 1/n
I aped into $METIS around a month upon a recommendation from someone I trust. Since then I did more research and the more I have read, the more impressed I became. So I have increased my position size significantly in the last few weeks on dips
1/ $XCAD
@XcademyOfficial
Thread
I have been accumulating $XCAD for the last month or so since it has some significant upcoming catalysts. $XCAD is different from my recent defi plays (such as $FOLD $SPA $TCR $GNS), but after doing a deep dive, I’m just as bullish.
Manifold Finance Thread
@foldfinance
$FOLD is an EVM middleware infrastructure project that designs MEV, scaling, and usability solutions for defi dapps and protocols. You’re probably wondering wtf that all means and why should you care. 1/
🧵
$MATIC is primed to enter into price discovery IMO. It’s fundamentals and technicals line up nicely so it’s a very bullish set up
Like most of my threads, this one focuses on fundamental analysis, but it’s worth touching on the bullish technicals to begin with
1/ $OATH - The Next Big Flywheel - 🧵
You wouldn’t know about it due to the lack of chatter on CT, but for the last two years the
@bytemasons
have been quietly building the various components of a novel defi flywheel.
Billy’s 2022 Predictions, Volume 1
I’ve been meaning to get around to my 2022 predictions for weeks, but the combination of family time and partying has delayed me. I planned to release one mega predictions post, but in the interests of getting this out there I’ll split them up
1/ $LYX
#LUKSO
@lukso_io
Thread
I’ve been accumulating $LYX for the last few weeks. Long, term, I think $LYX can 10 – 50x with ecosystem plays potentially even more profitable. Read below for why you should be paying attention.
$FTM Tweetsorm 1/
$FTM is my biggest alt bag, so I thought I would my first long form tweet storm in 2.5 years. Given it’s my biggest bag, I’m probably a bit biased, but I’ve tried to be objective as possible.
1/6 My Take on FTM - Binance
A fair few people on CT were disappointed by the $FTM -
@binance
announcement. I think this is the wrong take. It didn’t pump our bags short-term, but it will make our bags very heavy in the medium and long term.
$METIS Bullish Unlock
A few people are bearish about $METIS's upcoming 13 Feb token unlock. I'm not and here's my reasoning.
TLDR:
1. Not all VCs will sell, and not all will sell on market
2. Massive buying pressure post unlock
3. $MAGIC unlock comparison
4. It's $METIS
1/11
Why I am still bullish on $FTM and its eco:
1. Best UX of any chain I've used (fast, cheap)
2. Fundamentally undervalued (only top-tier chain with a MC:TVL of less than 1)
3. Almost $1b dev fund
4.
@coinbase
listing promised by
@harryyeh
5.
@AndreCronjeTech
shills to come
$FTM is about to pump to new ATHs.
When a chain pumps, projects within its eco pump even harder. I’m most heavily invested
Blue chip/less risky: $BOO $SPIRIT $SCREAM
Medium: $BEETS
Degen: $COFFIN $RIP
Probably a good time to zoom out for some perspective.
Next month I predict:
- $FTM will have the 3rd highest TVL of any alt L1
- $METIS will have the 2nd highest TVL of any L2
The $FTM incentive program is now worth $617m 💰
Artion, an NFT marketplace including $ETH bridge will be released shortly by the
@FantomFDN
🖼
A
@coinbase
listing must be just around the corner 📈
The $FTM train isn’t stopping for anyone 🚂 🚀
I’ve got lucky with a few trades in the last 1-3 months:
$SPELL: 20x
$RIP: 30x
$SPIRIT: 10x
$FTM: 6x
$ICE: 6x
$BOO: 5x
All of the above have two things in common:
1. They’re all on $FTM
2. They’re all just getting started
Billy’s 2022 Predictions/Themes/Narratives, Volume 3
Here’s my third and last 2022 predictions/narratives/trends post. Several trends look to already be starting (for example $CRV-esque/ve season, $FTM challenging $SOL,
#L22002
(namely $METIS).
GainsNetwork $GNS Thread
When searching for the next $GMX or $SNX I filtered through several protocols before finding $GNS. After researching it and gTrade, I’m very bullish. 1/
20k followers. Awesome and very humbling. A few months ago I was barely at 5k. I then quietly went fulltime crypto and now here we are.
Thanks to my longstanding followers and friends - it’s been a lot of fun so far
To all my new followers - I hope you find my content helpful
And in the 4 weeks since:
Most undervalued L0: $ATOM ⬆️ 2x
Most undervalued L1: $FTM ⬆️ 2.5x
Most undervalued L2: $METIS ⬆️ 4x
Great to see so many of you got in with me.
🚨ALPHA ALERT🚨
$MOVR looks like it's being listed on
@binance
. Why do I think so?
$MOVR is being offered as a bonus for the $DOT slot auction vote within
@binance
. See for yourself. How can they offer it without listing it?
H/T to
@Trobriand15
!
I’m still a $GM whale and I’m still comfy.
@ugliestduck
is the best meme dev out there, plus the rest of the team is 🔥
Add to this new exchanges (incl tier 1), audits, and a bridge to
#BSC
…
$GM is GMI
@gmwagmieth
1/ $XCAD Update Thread - Growth Campaign Starting Monday
$XCAD bagholders have had to wait, but
@XcademyOfficial
’s growth campaign will kick off on Monday. What’s so special about this growth campaign?
$SPA
@SperaxUSD
Thread: The Most Asymmetric Bet on Arbitrum
I stumbled across $SPA in a random Twitter spaces last week while searching for Arbitrum plays. I was impressed with what I heard, so I dove deeper. 1/
🔮 Predictions 🔮
$LYX will be in the top 200 next week
$LYX will be in the top 100 in 3 months
$LYX will be in the top 50 in 9 months
$LYX will be in the top 10 in 18 months
🥂
$KMD
#Komodo
Thread 1/6
$KMD is one of the most innovative projects in
#crypto
, incorporating tech from multiple projects and also developing its own. However it does not get the attention it deserves. I am bullish, and here’s why (thread below). 👇
Here are a few of the catalysts that I think will see $SCRT perform exceptionally well this alt season:
1. Stashh release this month - the first ever privacy preserving full-stack NFT marketplace. I can't wait to see
@AnonsNFT
and all the other awesome $SCRT NFTs there
With so many chains all spinning up, doing similar things (defi, gamefi, NFTs etc) the battle for devs will be a key determinant for which chain wins the platform war.
The $FTM incentive plan incentivises devs first.
And it’s also worth $1.2b currently.
$FTM for the win.
Why I bought $FXS (short 🧵)
1. Chart
- has been in an accumulation range for the last 17 months
- just flipped s/r at $6-$7
- hasn’t yet pumped significantly (only 20% in the last 2 weeks)
- limited resistance until $10 then $14
L2 Mega Thread
I write threads mainly to educate and share my research findings, but also to refine and clarify my own ideas. Research and writing force you to understand something and help to test your assumptions and challenge biases.
$LYX / $LYXe pumped to over $40 last cycle based on promises. There are now 70 projects building on mainnet implementing and using those promised features.
Not many will tell you about it (yet) since few VCs and no paid shills.
I get more and more bullish on this bag each day.
BIG news: $METIS has rolled out full peer nodes! This enables us to easily scale for MILLIONS of users to use our L2 network w/ no worries about load. Peer Nodes are located all over the world, so everyone gets fast/smooth experience. More info on Roadmap!
You’ve been waiting for this bull run for 4 years.
And you’re going to let a 10% shake out ruin it for you?
Have a look in the mirror and tell yourself to stop being a little bitch.
1/ $XCAD
@XcademyOfficial
Update Thread
Since my first thread a lot has happened in the $XCAD ecosystem. Most of the developments have been around their recently audited Play Area NFT features, plug in, and their marketing push which may start as early as next week.
How cool would it have been to have got into $FTM $SOL or $AVAX just days after the chain launched...
You now have that opportunity with $METIS.
Don't fuck it up again, anon.
$TCR
@TracerDao
Thread
I’ve been waiting for $TCR to turn on the fee switch. They’ve just announced plans to do so through a $MYC token swap and I don’t think the market has come close to pricing it in. This thread explains why. 1/
$FTM during the last month:
- multiple ATHs in price and TvL
- launch of Rarity, one of the most popular gamefi games ever
- 100ks new wallets
- broke Ethereum’s all time daily tx record
- Artion NFT market launch
- CBDC trial in Tajikistan
And more that won’t fit here…
If you're looking for the next $SPELL, I've got something to tell you.
It's been live since November.
And it's pumping.
And it's a microcap.
And it's $MELT.
$VRN, a $14m MC project has just partnered with
@renprotocol
to build out cross chain infrastructure.
Cross chain infrastructure will become more important as time goes on and
@renprotocol
is one of the most respected players in the space.
I get the feeling that if you are still in crypto after this year, we are either geniuses or idiots. I don’t think there will be a middle ground.
$BTC $ETH
Bears asking "how can the market turn when no new money is coming in?"
You bearish fools - bull markets aren't started by no-coiners. They're started by the crypto-natives that stabled up in 2022.
The no-coiners (retail and institutional) buy our bags after seeing the 📈🟩
The $METIS launch and L2 rollout is by far the most impressive and professional I have ever seen.
It's no surprise that
@MetisDAO
TVL and MC keep reaching new ATHs. It's still my biggest bag and is constantly growing.
gm CT!
$METIS hit $500M in TVL, just over 8 weeks after launch of our Andromeda Layer 2 network.
$1M Hackathon winners coming Jan 20
Flurry of killer DeFi DApps coming
Gaming/Metaverse/NFT DApps coming
Native & other stablecoins coming
Buckle up. We're just getting started.
🧵At the moment direct $METIS - $MATIC price comparisons are a meme. No one knows if something can go 100x. But I can easily imagine a world where it becomes more than a meme. The tech of METIS is in a different league to MATIC’s POS chain a year ago, which went more than 100x👇
Sorry to say that your favourite L1 or L2 won't do well without a substantial dev fund or VC backing. There are too many chains and not enough devs to go around.
As a result I have allocated to:
$METIS - 100m MC with a $100m fund
$FTM - $750m dev fund
$MATIC - $1b ZK fund
🧵At the moment direct $METIS - $MATIC price comparisons are a meme. No one knows if something can go 100x. But I can easily imagine a world where it becomes more than a meme. The tech of METIS is in a different league to MATIC’s POS chain a year ago, which went more than 100x👇
1/ $SPA
@SperaxUSD
Update Thread
Since my last thread on Sperax and $SPA, the $SPA price has been consolidating around the $0.013 – $0.015 levels before breaking out again yesterday.