What do you think about $BERA?

Have we found the bottom?

It was a highly anticipated project (building since 2022), with a big community.
But the Airdrop has not been rewarding for everyone, leading to complaints & FUD.

$BERA also launched in a tough market environment.
But being outside of the top 100 might be a bit undervalued, what do we think?

Notably, it didn’t experience a major dump after yesterday’s social airdrop, and it seems like most airdrop recipients have already sold.

Also Berachain actually has things going on for it.
With 3+ years of development, many dApps have been building on it and building a community as well.

It's not a ghost town unlike most chain launches these days.

Already 300+ dApps, DeFi NFTs Gaming AI and more.

And it seems like DeFi on Bera is offering very attractive yield for now, and NFT Mints are quite hyped.

Let's see if memecoins launch on this chain, which could make sense given its meme-NFT-centered community.

Key Metrics:

• Berachain TVL: Close to $2B
• TVL/FDV Ratio: 0.7, way better than most, if not all, L1
• $BERA Utility: Used for validators, collateral, gas, NFT ecosystem, and more

Unlocks:

• 100% of testnet users, Binance HODLers, strategic partners, ecosystem NFTs, and social airdrop allocations have already been distributed.
• Most other unlocks (investors, ecosystem & R&D, Bong Bears) won’t start for another year.
• The only near-term unlock is Boyco, happening in a month, which accounts for just 2% of the total supply.

If the market bounces, $BERA could bounce even harder. After all the FUD, we may have found the bottom.

It could have a run similar to SUI.

Of course that's the bullish scenario.

NFA & DYOR

Gm guys,

$ETH and most top assets presented a good buying opportunity after the most recent massive drawdowns.
However, it's unclear where we're headed from here.

In reality, no one knows for sure. The community is once again divided between Bulls and Bears.

Be careful as long as we don’t know where the Market is going.
But as always, there is always something interesting happening in Crypto.

This week, the focus is on the Berachain launch. Let's see if we can find any opportunities with the launch & within its ecosystem.
It will be interesting to observe whether this launch is bullish, what valuation it might reach in the current market, and if it will draw liquidity away from other assets.

Also keep an eye on RWA & AI as always.
Regardless, there's always an opportunity to learn, so we keep going !

LATEST ALPHA - February 06th 2025

*🎓 Knowledge, Analyses & Thoughts*

• DeFAI Research
• Data & Privacy Layers
• DXY & BTC
• Crypto has changed?
• Binance Listings as exit liquidity
• SBR & Crypto might not be at the forefront of the admins
• Macro, Market & Cycle Analyses
• Some Thoughts on the Cycle
• How to value a new blockchain before their mainnet launch
• MegaETH Tech Explained
• Two equally legitimate views for this Cycle
• AltSeason is coming even with the dilution?
• Onchain AI Market has bottomed?
• No AltSeason because of PumpFun?
• What to do when Berachain launches

*🗞 News, Updates & Catalysts*

• What happened in Crypto Feb 4
• What happened in Crypto Feb 5
• Top DeFi News this Week
• AI Roundup
• More AI x Crypto News
• The Trench Report
• FDIC plants to allow banks to engage in crypto activities
• BTC.D highest in 4 years
• Eric Trump shilling $ETH
• FTX Repayments start Feb 18
• Token drawdowns from ATH, by sectors
• More Drawdowns
• RWA up when everything down
• $36B worth of altcoins will be unlocked in the next 12 months
• AI Catalysts
• Long term Bullish Catalysts
• Crypto February Calendar

*💎 Project Research & Alpha*

• AI Agent Weekly Analysis
• AI Agent Mindshare vs Mcap
• Hyperliquid $HYPE, the biggest growth story in Crypto
• Hyperliquid ATH Inflows of $2.5B
• $HYPE Bullish & Catalysts
• Sonic TVL up 27x in 30 days
• Pendle $PENDLE 2025 Growth Direction
• Pendle, what’s Boros
• $ANON Public Beta
• flaunch, launch memecoins on Base
• GammaSwap $GS Bullish
• Mantle $MNT Resilience
• Karak 2025 Roadmap
• The Thesis for $AIXBT
• $CHEX RWA Project
• 10 Berachain Projects
• Fast recovering tokens
• $CLUSTR & $EMP Discount
• Whales accumulating $AI16Z & $ARC
• AI Picks
• RWA Picks

*🪂 Airdrop Alpha*

• Berachain Airdrop
• BERA Listed on February 6, 13:00 UTC
• Thoughts on BERA price
• More about Berachain
• Quai Airdrop Mid-February
• 10 High-Reward Airdrops to farm in February
• Potential Valuation of 1 YAP
• Kaito Secret to Yaps
• DefiLlama Tool Airdrop Checker

*💡 Farms, Tools & Bonus*

• Yields of the Week
• Best Stablecoin yield opportunities
• 5-step plan to fix your crypto portfolio
• LammaSwap Tool
• Simple Bull Framework
• Monthly Crypto Reflection
• The Broader Target
• Futures Trading is an addiction
• More quality posts

That's it for Today!

NFA & DYOR

🫡

Gm guys,

BTC is ranging, $ETH & $ETH Beta are pumping, AI is pumping, that's the Market I like!

We've been super early on AI Agents so you should have made tons of money. ?

LATEST ALPHA - November 28th 2024

*? Knowledge, Analyses & Thoughts*

• Where’s all the ETH deposited
• Type of Memecoin Launches & how to approach them
• Bitcoin MVRV Ratio
• L1s & their ATH
• Thoughts on why we’re not near the top
• Phase 4 of the Cycle?
• Guide for Memecoins
• Narratives to watch this cycle
• What to look for in good trades
• AI Memecoin Omegacycle?
• Improve on Memecoin Trading
• Trading Patterns in Memecoins
• Is Altcoin Season upon us?
• How to successfully exit after a bull run
• Thoughts on the bull cycle timeline
• Theory to why Dinocoins pumped
• Predictions for next year

*? News, Updates & Catalysts*

• What happened in Crypto November 24
• What happened in Crypto November 25
• What happened in Crypto November 26
• What happened in Crypto November 27
• DeFi News
• More News
• ATH in ETH ETF Flows relative to BTC Flows
• Bitwise’s 10-crypto Index ETF filed
• MetaMask users in the US can now buy crypto with Venmo
• BTC Supply on Exchanges is at the lowest point since 2018
• Polkadot holds more $ETH than the Ethereum Foundation
• Start of the AltSeason?
• BTC & Crypto Macro Events

*? Project Research & Alpha*

• Avalanche Events
• Rumors of $NMT listed on Binance
• More about $NMT Rumor
• $NMT Tokenomics
• $VIRTUAL Bullish
• $XMW Bullish
• $GRASS Bullish
• More about $GRASS
• $MODE, Ecosystem of DeFi AI Agents
• $CHAOS, AI, DeSci, Robotics & Meme
• $NGL Burn Program
• $DEAI Selling Points
• $DEAI as gas token
• $VVAIFU Selling Points
• $ARATA Selling Points
• An AI Agent bullish on $DEAI
• $RON Bullish, by an AI Agent Analysis
• $RENDER in a good zone
• SPX6900 Mega Thread
• AI Agents Landscape & Top Performer
• Top 9 AI Agents you need to know about
• Top 7 AI Agent Ecosystem
• AI Agents by Chain
• More about AI Agents
• Tornado Cash Victory against US Treasury + Privacy Projects
• Base Tokens
• A December 2024 Alt List

*? Farms, Tools & Bonus*

• Lending Market Leveraging Tool
• How to use DexScreener
• History of DeFi
• Whale Accumulation in the past week
• AI News
• AI Reads
• FOMO after BTC $100K?
• Dips in an uptrend are for buying
• More Alpha
• Good Accounts to Follow

That's it for Today!

Have a good Day. ?

Gm guys,

Narratives are shifting rapidly. Are we in a TRON memecoin narrative or a BSC memecoin narrative? How long will they last?

It looks like utility tokens and DeFi might make a comeback too. Let's take a closer look at all of that! ?

LATEST ALPHA - August 23rd 2024

*? Airdrop Alpha*

• EIGEN available for withdrawal
• Latest Easy Tasks
• Scroll Commemorative NFT Mint
• Basenames are Live
• Corn Early Access
• Story Early Activities
• DeFund Testnet + Airdrop for TIA Stakers
• Zerion new quests on Layer3
• Plume Ecosystem Testnet
• Post Airdrop Traction

*? Knowledge, Analyses & Thoughts*

• Basics on MarketCap & Fully Diluted Valuation
• RSI Masterclass Video
• A Breakdown of the Key Narratives
• What’s happening with TRON, TRON Guide & Altcoins
• Four of the Leading AI Companies
• Random Perps Listings getting bought aggressively
• Time Based Capitulation
• Global Liquidity Index
• We’re still ranging
• Ten Reasons to be bullish on ETH
• Babylon Mainnet Launch & Why it is bullish for BTC
• Thoughts on the Market & Altcoin Speculation Index
• Thoughts on Beta Plays & First Mover on Tron

*? News, Updates & Catalysts*

• Major News from August 20
• Major News from August 21
• Latest DeFi News
• Narrative Mindshare now vs start of the Year
• DeFi Mindshare Up, Meme Mindshare Down
• Altcoin Speculation Index at its lowest point since July 2023
• Total Stablecoin MarketCap less than a quarter billion $ from its ATH
• 30d revenue from some of the biggest protocols
• News, Top Funded Projects, Performance, and more
• Best Performers over 30d among Large Caps
• Story Raised $140M
• August-October Roadmap Calendar

*? Project Research & Alpha*

• Ethereum has gotten stronger
• Skale Research, The gas-free invisible blockchain network
• Plume Network, a modular L2 focused on RWAs
• AAVE still bullish
• GHO & AAVE
• The Next AAVE, based on Revenue & Growth
• Kamino Research, The Liquidity Layer of Solana
• DeFi Tokens Opportunities
• LandX Research, Agriculture & RWA
• More LandX & Airdrop
• Pendle & BTC Restaking Narrative
• Sonic Bull Case & Alpha
• AVAX Bullish
• The Grass Bull Case
• Azuro Bull Case
• IO Supply Shock
• Fluid, RWA & DeFi
• What is Story
• Babylon One Pager, BTC Staking
• 10 Trending New Projects of the Week
• The Modular Ecosystem
• Galaxy 2024 Investment Portfolio Overview
• Early Stage Projects to Research

*? Farms, Tools & Bonus*

• Pendle Stable Pools
• Guide to trade BSC Memecoins
• Guide on SunPump
• Tools to use on Tron
• Kelp New Product to farm 6 different protocols in one go
• How to find SmartMoney and Copy Trade them
• Signum Capital Investing in Gud Projects
• L1 & Wealth Effect
• Daily Crypto To Do List
• 10 Best Crypto Podcasts to Follow
• Interview with Frax Founder
• Dead Coin on Perps & Insider Wallets
• 20 Alpha packed Posts

That's it for Today!

Have a good weekend. ?

Gm guys,

Many things happening, we're dumping again, let's try to understand why, and what could happen!

Some good reads for the end of the week ?

LATEST ALPHA - August 3rd 2024

*? Airdrop Alpha*

• Airdrops that are still farmable w/ a TGE soon
• Scroll New Strategy
• Hyperlane Strategy
• Particle Network Strategy
• Airdrop News & Interactions
• Last day to claim DeBank XP
• Scroll Badge to Mint
• How much it costs to claim Scroll Badges
• Grass Desktop Node
• Base Onchain Summer New Tasks
• One day left to claim DeBank XP
• Movement Labs Testnet Activities
• New BeraChain Quests
• More BeraChain Interactions
• StratoVM Incentivized Testnet
• Potential Airdrops for AVAIL Stakers
• Telegram Mini Apps

*? Knowledge, Analyses & Thoughts*

• What to Expect from BTC & Bullish Indicators
• Market TA
• BTC TA
• Bullish Predictions & Market Thoughts
• A more Bearish Take on this Bull Market
• Short Stock Market & Rate Cuts Thoughts
• Rate Cuts & Money Printing soon pumping the Crypto Market?
• Thoughts on an Alt Season
• Thoughts on Crypto AI Narrative
• The 5 Layers of AI
• ETH ETFs vs BTC ETFs vs Classic ETFs
• The Market right now resembles a Barbell
• Thoughts on Saylor’s Predictions
• Thoughts on Value Capture in Tech
• How much is actually needed to pump the total Crypto Market Cap to $10T
• 8 Surprising Facts about today’s Web3 Market
• Random Thoughts on the State of Crypto
• Why direct on-chain issuance is crucial for RWAs
• The Market seems to always top on good news & bottom on bad news
• Distributed Validator Technology Narrative

*? News, Updates & Catalysts*

• The Latest DeFi News
• Major News from July 31
• What happened in Crypto July 31
• Major News from August 1
• What happened in Crypto August 1
• Major News from August 2
• Macro Update
• More News, Early Projects & Fundraises
• Nearly $3T wiped from the US Stock Market
• Biggest crash for Japanese Stocks since 1987
• Coinbase Retail Trading Volume way below 2021 levels
• 5 Recent big wins for Crypto
• Ethereum Ecosystem Price Action
• Crypto Narratives not showing strength
• Large Token Unlocks in August
• 8 Biggest Token Unlocks
• More Unlocks in August
• Crypto Events for August
• Where is the Market Heading & Events
• Why Q4 is still potentially Bullish

*? Project Research & Alpha*

• Good buying zone for POPCAT?
• JLP from JupiterExchange, Analysis
• Landx Latest Updates
• Compute Labs Research, Financializing AI
• Roam Research, a DePIN Project transforming the way people connect to WiFi
• Cronos Research
• Zero1 Thesis
• More on Zero1
• Aethir Research
• LexiAI, an AI-powered WhatsApp bot, LowCap High Risk
• Early Stage Projects
• 3 DeFi Projects with real revenues
• 10 L1s not in the top 20, Explained
• The Solana NFT Ecosystem in Mid-2024
• PENDLE & LAVA good opportunities

*? Farms, Tools & Bonus*

• Where to put your stablecoins to work
• Up to 30% APY on USDC on LandX
• TON USDT Farming
• Best ETH Yields Megathread
• New Pendle Dashboard
• How to find your Edge
• How to protect your Magic Internet Money
• What to Trade, How to develop your own Screener
• How to trade Memecoins like a Pro
• More Memecoin Trading Basics
• How to identify some Memecoin Scams
• 5 rules for every Bull Market
• A Smart Money with a 100% winrate

That's it for Today!

Have a good weekend. ?

Gm guys,

BTC keeps outperforming ETH, but that might be a good opportunity to buy, what do you think ?

Some good reads for the end of the week ?

LATEST ALPHA - July 27th 2024

*? Airdrop Alpha*

• Layer3 Airdrop
• Latest Airdrop Updates
• Airdrop Checklist
• Second Airdrop Checklist
• Scroll Video Guide
• Scroll Badges
• Scroll Marks Strategy
• HyperLane Routes
• Movement Testnet coming soon & Strategy
• Caldera NFTs to Mint
• DeBank Badge
• A few Galxe Quests
• More Galxe Quests
• NFT to mint on Zora
• 3 Testnets to do until August
• Particle Network Testnet
• Plume Testnet
• Blockless Testnet
• B3 Testnet
• More Airdrops to Explore
• Thoughts on what the next Airdrop Opportunities are

*? Knowledge, Analyses & Thoughts*

• State of the Market, Internal Market Dynamics, & Future Trends
• Market Update
• BTC Update
• USDT D Macro Plan
• Are Entries irrelevant?
• ETH ETF Thoughts & Thesis
• More ETH ETF Thoughts
• ETH ETF & Grayscale Selling
• BTC Still Bullish
• Thoughts on Blobs & ETH Inflation
• 5 Reasons to be Bullish
• GPU Compute Shortage & GPU Thoughts
• The State of the Ethereum L2 Ecosystem
• Thoughts on Arbitrum Orbit expanding to other Chains
• What to do Post Run

*? News, Updates & Catalysts*

• Latest DeFi News
• What happened in Crypto July 24
• Major News July 25
• What happened in Crypto July 25
• Major News July 26
• Memecoins Insights
• ETH ETF Netflows
• Ethereum Banner on the New York Stock Exchange
• Permanent Holders Accumulating more BTC
• SOL & XRP Outperforming L1s
• TON x AnimocaBrands
• AAVE Updates
• Next Month Catalysts
• More Catalysts for Crypto
• What’s Next for Ethereum

*? Project Research & Alpha*

• New Partnerships for NMT
• Aethir Research, Scalable Decentralized Cloud infrastructure
• More Aethir Alpha
• SOL Bullish
• Jito bringing Restaking to Solana
• ZYN Memecoin
• MagnifyCash Research & LBP, Decentralized Credit Market
• ComputeLabs Research, Financializing AI
• Mantis Research, The first Restaked SVM Rollup
• A Selection of 7 Projects (L2, Interop, RWA, AI…)
• 5 Projects Smart Money is Accumulating
• Selection of DeFi Tokens for Long Term

*? Farms, Tools & Bonus*

• Latest Farm Opportunities
• Avalanche Boost Program
• Moni, a tool for Alpha Hunters
• How to Avoid Memecoin Rugs
• How to have better Alpha on your Timeline
• A Memecoin Portfolio Analysis
• A good PENDLE Trader
• Web3 Jobs

That's it for Today!

Have a good weekend. ?