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Cryptokabaap

@cryptokabaap

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Cryptokabaap
@cryptokabaap
The new meta is RWA memes… $giga = decentralized Nike $okayeg = eggs are a commodity $mog = those sunglasses $billy = infinite memes with bitcoin glasses
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Cryptokabaap
@cryptokabaap
focus on outliers. $KAS made a new ATH during marketwide downtrend.
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Cryptokabaap
@cryptokabaap
the state of $AAVE. Fundamental SOLID.
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Cryptokabaap
@cryptokabaap
crypto market Q2 Results:- > Best Performing Narrative: Memecoins > Worst Performing Narrative: Web3 Gaming > Best Performer in Memes: $DEGEN > +1000% > Worst Performer in Web3 Gaming: $DGI < -89.7% Q3 Early trends are in Favour of Blockchain Service Infra, Memecoins, LSTs and L1s as of now. Some Promising Early…
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Cryptokabaap
@cryptokabaap
Sup degens
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Cryptokabaap
@cryptokabaap
Over $17B worth of capital is waiting to generate yield on their deposits from AVS. The whole flywheel around @eigenlayer has not even started yet. What you have seen was an initial preparation; the real game starts when you begin making extra yields on your ETH deposits. The whole process will take time to matu…
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Cryptokabaap
@cryptokabaap
Lol
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Cryptokabaap
@cryptokabaap
Btc dumping, alts pumping
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Cryptokabaap
@cryptokabaap
Modular AI is a very interesting narrative to watch out for in the coming months. The whole narrative could be broken down into 4 categories: - Data Layers - Compute Layers - Execution Layers - Intelligence Layers > Data Layers Data layers will provide quality data to Intelligence layers. In the Data Layers, you…
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Cryptokabaap
@cryptokabaap
https://x.com/hmalviya9/status/1805488992101495146?s=46 Must read
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Cryptokabaap
@cryptokabaap
https://x.com/hmalviya9/status/1805488992101495146?s=46 Must read
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Cryptokabaap
@cryptokabaap
Top 10 New Coins by Unrealized profits by VCs - $ENA : Vesting Starts from 2/4/25 - 109.9x - $REZ: Vesting Starts from 30/4/25 - 39.31x - $ATH: Vesting Starts from 12/6/25 - 34.91x - $DYM: Vesting Starts from 6/2/25 - 33.43x - $ONDO: Vesting Starts from 18/1/25 - 33.08x - $PIXEL: Vesting Starts from 19/2/25 - 27.28…
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Cryptokabaap
@cryptokabaap
Sup $degen
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Cryptokabaap
@cryptokabaap
Another promising sector that stood out to me was blockchain service infrastructure (BSI) When I doubled down, I discovered that this comprises different protocols providing various services to either users or developers. Although we haven't seen tons of stuffs on CT talking about this narrative, I am confident t…
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Cryptokabaap
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The market meltdown can distract you from seeing the bigger picture. During these downturns, I always take a step back to assess my assets and potential investment narratives. Utilizing the Alpha Screener Dashboard from @dyorcryptoapp, here are my findings: For this research, I focused on the 7D and 30D indexes. …
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Cryptokabaap
@cryptokabaap
This is Eigen layer of Solana. This epoch closes in an hour. So hurry!! just deposited 10 SOL on Solayer join me here: NTMJJ2 https://app.solayer.org/invite/NTMJJ2
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Cryptokabaap
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majority of the crypto folks lost money in past 3 Months why?...because they got aligned with a narrative bias based on a third person opinion...since the market takes it own direction, it left you behind. AI and Gaming Projects had major shocks. Study: dune.com/dyorcrypto/rel…
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Cryptokabaap
@cryptokabaap
Projects with promising Onchain Growth (Past 7D) - @maplefinance : +348% growth in TVL - @ConvexFinance: +1257% growth in Trading Volume - @GearboxProtocol : +779% growth in Fees - @pendle_fi: +89% growth in Daily Active Users - @AerodromeFi: +10% growth in Token Holders
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Cryptokabaap
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The Fair FDV of #Layerzero $ZRO : $5.3B-$9.7B Ok, so we need to pick @axelarnetwork for this relative valuation on $ZRO. Both are building infrastructure for cross-chain messaging. Axelar is more of a B2C platform, where it operates as both messaging and asset transfer infrastructure, making money by charging us…
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Cryptokabaap
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Every time I see my feed, I find people ranting about this bull cycle being dead, we're in loss, we didn't see any gains ... and there is disappointment all over. In my version of truth, we're in a supercycle since the launch of Pepe+ Ordinals. Now ask those people who got into Ordinals and Pepe when there were few …
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