DeFi Warhol

TVL on @SeiNetwork has been insane over the last 2 months.

It recently hit an all-time high of $553 million.

That's GIGA level.

If you're in crypto, you must know how to act correctly in times of euphoria.

Here's your guide for when Bitcoin hits a new ATH 🧵

1. Post a fractals comparison with 2021

You must bait everyone who just bought near all-time highs and make them believe history will repeat itself.

2. Cry that your portfolio is 90% $ETH

This should be a part of your daily routine anyway. Just don't do it publicly.

3. Write at least three "altseason coming" posts

Play it cool and keep bull posting about an altseason. Call everyone who disagrees with you a fudder.

4. Schedule two bullish and two bearish posts

This way, nobody can accuse you of being wrong. Just delete the wrong ones and retweet the right ones after something happens.

5. Check the OI and funding rates

Don't ask questions, just do it, even if you don't know what they mean.

You can also post them with no comments (optional).

6. Have your limit orders for shorts ready

It's a great time to play around on low timeframes, just be careful with leverage.

7. Review your exit and profit-taking strategy

Oh, you don't have one? Never mind.

8. Slap a Bitcoin Puppet on your pfp

Embrace the sentiment and position yourself like you've always been a Bitcoin Maxi.

Start bull-posting BTCfi and Bitcoin NFTs (optional).

9. Screenshot every hour (essential)

"If it's good enough to screenshot, it's good enough to sell" - Warren Bufffet

10. Take some profits at least

After you've done all that, it may be time to take some profits (optional).

Did I miss anything? What should I add to my list?

Protocol with the lowest P/E ratio (FDV / Annualized Fees).

There's significant focus on revenue-generating projects, it's definitely worth putting them on a separate watchlist.

Data: @dyorcryptoapp

Protocols with the lowest P/E ratio (FDV / Annualized Fees).

There's significant focus on revenue-generating projects, it's definitely worth putting them on a separate watchlist.

Data: @dyorcryptoapp

Protocol with the lowest P/E ratio (FDV/Annualized Fees):

@PancakeSwap: 0.74
@LidoFinance: 1.47
@jito_sol: 2.34
@GMX_IO: 2.63
@RaydiumProtocol: 3.71
@sparkdotfi: 4.59
@AerodromeFi: 6.45
@VenusProtocol: 6.46
@Uniswap: 6.49
@KaminoFinance: 6.76

There's significant focus on revenue-generating projects, making it worthwhile to place them on a separate watchlist.

Funny fact, $TSLA has a 186 P/E.

Data: @dyorcryptoapp

How to get on top of the @infinex yapper leaderboard?

You gotta be locked in, literally.

10 powerful stats about Web3 you won't expect 🧵

Fundamental review of L2s from an economic POV.

1. @base
2. @arbitrum
3. @Optimism

Once again, if you see yourself here, you're the 🐐

So is nominative determinism real after all?

A project called "@stayloudio" has been staying loud all over my timeline this entire morning.

Lessons in there for founders I guess...

So is nominative determinism real after all?

A project called "@stayloudio" has been staying loud all over my timeline this entire morning.

Lessons in there for founders, I guess...

So is nominative determinism real after all?

A project called "@stayloudio" has been staying loud all over my timeline this entire morning.

Lessons in there, I guess...

$SOON is already live on @MEXC_Official with the price showing strength.

$SOON has one of the best and most sustainable tokenomics I've seen in a long time.

Community: 51%
Ecosystem: 25%
Airdrop: 8%

@soon_svm will give 84% of its supply to its users and ecosystem.

Pay attention to it.

VCs invested in all of 2025 the ~ same amount they did in just November 2021.

Nature is healing.

Are your X notifications working well?

The last few weeks have been full of events for the @avax ecosystem.

Here's a report of the most important updates 🧵

At least some good news for @CetusProtocol.

Following the hack, they made $13m in fees in the last 48 hours.

More than a couple of previous weeks combined...

The current state of things:

> Cetus, the largest DEX on SUI, was hacked and lost more than $260 million.
> Pools are drained.
> Almost every token on the SUI blockchain is dumping like there's no tomorrow.

> Nevertheless, $SUI is green for the day.

Am I missing something?

This is getting absurd.

Some people are now seriously calling for the complete death of @KaitoAI after @cookiedotfun launched Snaps.

Many fail to realize that increased competition in the InfoFi space will enhance products, making them better and more user-oriented.

Until now, Kaito lacked serious competition, yet the team continued to ship. With new competitors emerging, I'm even more bullish on $KAITO.

Competition = progress.

10 crypto facts that will leave you speechless 🧵

1. $300 million in $ETH was destroyed in a bug