Minty-1

How to build intuition to catch the right alts

- Filter for 30D price change using @tokenterminal
- Look at top projects and investigate why it pumped
- Use X advanced search to find who talked about it before the run
- Look at any metrics that could be a signal. (E.g. Revenue, trading volume, price pattern etc)
- Work backwards and journal down the reasons. If there was no way to know ignore it
- This helps you understand why projects move and what to look out.

IPO season doesn't mean nobody wants to buy alts.

It means people are done with predatory tokenomics and being dumped on.

Protocols use tokens as a growth driver, leaving holders to eat the cost of this with little upside.

Staking rewards are usually rewarded in native tokens, forcing users to stake or be diluted.

Meanwhile what's given are vague promises that there may be value accrual over time when growth isn't even guaranteed.

Partly because of regulation. Partly because most protocols don't generate enough earnings for it to matter.

Tokens aren't bad.

There just isn't demand for bad tokens.

I used AI to backtest a trading strategy with zero coding knowledge.

- I fed o3 the full BTC price history.
- I explained my trade idea to it with my rationale.
- Had it generate the Python code for the backtest.
- Guided me through the set up with Google Colab.
- Fed the data back to o3 and had it analyze results.
- Optimized the strategy through various questions.

I don't expect it to be perfect, but it's cool how anyone can back test ideas now.

Favorite crypto tools I use daily

@TRDR_io: Orderbook data & solid indicators
@_dexuai: Nice for tracking sector & narratives
@CieloFinance: Best tool for wallet tracking
@DefiLlama: For checking TVL & revenue changes
@ExochartsC: For TPO charts
@tokenterminal: Comprehensive project data
@GeckoTerminal: Best on-chain screener
@coingecko: Use this daily to get broader overview
@CryptoBubbles: Top down overview of alts
@Dune: Useful community dashboards
@Blockworks_: Data metrics
@artemis: For fundamental analysis

My new routine for crypto research

- Check @DefiLlama for top TVL changes ($5M min)
- Look for @tokenterminal metrics for momentum
- Check distribution on @GeckoTerminal & bookmark notable projects
- Check orderbooks, VWAPs, etc. with @TRDR_io
- Track notable wallets with @CieloFinance
- Find top gainers on @coingecko & @CryptoBubbles
- Read @thedailydegenhq for daily updates
- Find sector performers with @dexuai

Projects to watch this week

@openmind_agi: Operating system for robots
@bulletxyz_: Aiming to be the fastest CLOB
@clankeronbase: New v4 improvements for new launches
@GammaSwapLabs: Watching for their yield token launch
@glider_fi: Portfolio automation platform
@katana: New chain introducing chain owned liquidity.
@GearboxProtocol: Seeing a rise on various metrics for lending.
@m0: App specific stablecoin platform
@byreal_io: New DEX on Solana incubated by Bybit
@Humanityprot: New chain that verifies humanity
@LiquityProtocol: Interested in BOLD & their stability pools
@inkonchain: Recently announced their token

My Comprehensive Alpha List for CT

Trading
- @RektProof
- @Stoiiic
- @ColdBloodShill
- @hansolar21
- @3xliquidated

Market Neutral
- @Tiza4ThePeople
- @0ctoshi
- @phtevenstrong

AI
- @0xPrismatic
- @S4mmyEth
- @Defi0xJeff

Research Platforms
- @Blockworks_
- @Delphi_Digital
- @MessariCrypto
- @blocmatesdotcom
- @castle_labs

Words of Wisdom
- @VannaCharmer
- @goodalexander
- @apewoodx
- @Zeneca
- @rektdiomedes
- @howdymerry
- @Galois_Capital

Researcher
- @DefiIgnas
- @TheDeFinvestor
- @ahboyash
- @stacy_muur
- @0xBreadguy
- @alpha_pls
- @SmallCapScience
- @munchPRMR
- @shaundadevens
- @crypthoem
- @SuhailKakar
- @Route2FI
- @yeak__
- @simononchain

Podcast
- @PodcastDelphi
- @NetworkMedici
- @theempirepod
- @KevinWSHPod
- @modernmarket_
- @therollupco

How to Evaluate Altcoins

AI can now be your investment analyst

- Pull historical price data from @coingecko to o3
- Have o3 look through @CryptoRank_io for token unlock information.
- Feed it revenue & TVL information off @DefiLlama
- Tell it to look through the project @Dune dashboard
- Show charts with @tradingview
- Have it go through tokenomics documentation
- Tell it provide investment analysis on whether they think this is undervalued.
- Ask questions like "Is this good value right now? If not what are good entry zones?"
- You can also ask it to calculate fair value, bargain zones, and more.
- Set price alerts with @GeckoTerminal

Projects I am watching this week

@aboutcircles: Interesting trust experiment
@FalconStable: Synthetic stablecoin protocol
@avantisfi: Perps for a variety of asset classes
@gizatechxyz: Autonomous agent platform
@noicedotso: New SocialFi tipping app
@LiquidLaunchHL: Hyperliquid launchpad
@elfa_ai: Tracks mindshare & aggregates new updates
@TheArenaApp: Seeing a resurgence after pivot
@ResolvLabs: Delta neutral stablecoin that recently launched a token
@defidotapp: Got a nice airdrop. Intuitive experience so far.
@0xCoinshift: Potential yield farming opportunities with their points program.
@turtleclubhouse: New bootstrapping campaign with Katana.

Dear Crypto

It has been close to three years since I started writing about you.

I was a young kid who believed in a new financial system that would change everything as we know it.

I loved DeFi and wanted to share some ideas I had.

I had no clue what I was doing. (Still have no clue).

I remember the first AAVE loan I took.

I remember the insane APYs on Olympus.

I remember spending +$100 on gas fees.

I remember when everything went to shit.

Sometimes I loved you. Sometimes I hated you. But I always believed in you.

I can't imagine what I would be like today if I never met you.

You have humbled me when I was too proud.

You have given me some of the toughest challenges.

Taught me that the most meaningful lessons in life are meant to be hard.

As you become more mainstream and accepted, I hope you stay true to that vision

Of boundless freedom

Of decentralized financial systems

Of a more fair world

Cheers to a new ATH

Crypto AI Prompts to Gain an Edge

How to create your own brand in crypto

Humbling mistakes I made this cycle

1. Trying to be early when the meta has changed
2. Using the same strategy as las time
3. Being too critical on experiments
4. Trading impulsively instead of thinking on trades
5. Flip flopping trades because I was afraid to lose
6. Playing to not lose instead of playing to win
7. Being too conservative on the bottom
8. Not focusing on trading with an edge
9. Trying to make it back instead of accepting losses
10. Chasing trends instead of trading what I believe in

Useful Crypto AI prompts I use

Real talk I wouldn't trade Loudio past TGE.

The top 25 yappers & IAO buyers will probably do well. Past that what's the incentive to trade this?

Maybe this really will be an OHM 2.0 but I wouldn't bet on it.

If you are annoyed about @stayloudio I get it.

But one thing I learned in crypto is that you need to keep an open mind.

If it turns out to be nothing, what did you stand to lose?

If it prints, congrats you made it.

Knocking on experiments is how you miss out.

Loudio.

How I Value Crypto Projects

Types of Crypto Trading Strategies

My Alt watchlist this week