Crypto Koryo
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We are going higher.
Here are what some of my favorite metrics are saying:
1/ Volume is back and finally broke the downtrend pattern.
2/ Average funding rates nowhere near previous local tops.
3/ CT sentiment turning bullish but again, still plently of room to go.
4/ AI-Agents and Memecoins narratives outperforming means risk apetite is back.
Here are what some of my favorite metrics are saying:
1/ Volume is back and finally broke the downtrend pattern.
2/ Average funding rates nowhere near previous local tops.
3/ CT sentiment turning bullish but again, still plently of room to go.
4/ AI-Agents and Memecoins narratives outperforming means risk apetite is back.
Interesting dynamics in lending sector.
Aave is still leading but newer players like Morpho, Euler, and Fluid are challenging established protocols like Compound and Maker (Spark).
Aave is still leading but newer players like Morpho, Euler, and Fluid are challenging established protocols like Compound and Maker (Spark).
If you know this account, consider yourself a crypto OG.
curious to know what he is up to these days.
curious to know what he is up to these days.
How to build conviction?
one way is to look at different social trends.
rn, the korean CT talks about projects initia and orca.
chinese CT talks about ethos and stakestone.
english CT talks about fartcoin, and boop.
and the french CT talks about Europe, and regulation (lol)
so the stars are not aligned. it's regional trends. less powerful. more pvp.
I put size when I see everybody talking about one new project.
then it's just knowing how early you are.
think pepe, goat, hype, fartcoin, trump. all had similar social trends.
this is my data-driven conviction strategy. powered by @_dexuai.
one way is to look at different social trends.
rn, the korean CT talks about projects initia and orca.
chinese CT talks about ethos and stakestone.
english CT talks about fartcoin, and boop.
and the french CT talks about Europe, and regulation (lol)
so the stars are not aligned. it's regional trends. less powerful. more pvp.
I put size when I see everybody talking about one new project.
then it's just knowing how early you are.
think pepe, goat, hype, fartcoin, trump. all had similar social trends.
this is my data-driven conviction strategy. powered by @_dexuai.
Atlantis: Powering DeFi on Sonic L1
@AtlantisOnSonic is a new DeFi ecosystem designed from the ground up to be end-to-end: launchpad + DEX + yield infrastructure, all fully integrated.
🔸End-to-end by design.
Atlantis combines a high-performance DEX (powered by @AlgebraLabs Integral V4) with a fully native launchpad.
Everything from token launches to trading, farming and staking, flows seamlessly in one place.
🔸A powerful feedback loop for Sonic’s growth.
By combining a DEX and a launchpad focused on the Sonic ecosystem, Atlantis creates a self-sustaining cycle where:
More projects → more liquidity → higher rewards
🔸 The Atlantis DEX runs on Algebra Integral V4, bringing:
- Concentrated liquidity for max capital efficiency
- Gas optimizations for cheap trades
- Plugin integration for custom trading logic
Say goodbye to high slippage and hello to smooth trading!
🔸Sustainable tokenomics built to last.
Atlantis' dual-token design, $AQUA and $xAQUA, ensures long-term benefits for the ecosystem.
xAQUA, rewards real supporters through staking, governance, and protocol revenue sharing. No instant dumping. No extraction.
🔸How value flows back to the community.
- New projects raise capital on the Atlantis launchpad.
- They list directly on the Atlantis DEX.
- Trading fees, launch fees, farming incentives, all feed back into the ecosystem for stakers and farmers.
A true closed-loop model.
🔸 Why Atlantis is different.
While others split liquidity, fees, and users across different apps, Atlantis captures everything under its roof, maximizing efficiency, yield, and community ownership.
Atlantis isn’t just a DEX or a launchpad. It's a full ecosystem.
This post is done in collaboration with Atlantis.
@AtlantisOnSonic is a new DeFi ecosystem designed from the ground up to be end-to-end: launchpad + DEX + yield infrastructure, all fully integrated.
🔸End-to-end by design.
Atlantis combines a high-performance DEX (powered by @AlgebraLabs Integral V4) with a fully native launchpad.
Everything from token launches to trading, farming and staking, flows seamlessly in one place.
🔸A powerful feedback loop for Sonic’s growth.
By combining a DEX and a launchpad focused on the Sonic ecosystem, Atlantis creates a self-sustaining cycle where:
More projects → more liquidity → higher rewards
🔸 The Atlantis DEX runs on Algebra Integral V4, bringing:
- Concentrated liquidity for max capital efficiency
- Gas optimizations for cheap trades
- Plugin integration for custom trading logic
Say goodbye to high slippage and hello to smooth trading!
🔸Sustainable tokenomics built to last.
Atlantis' dual-token design, $AQUA and $xAQUA, ensures long-term benefits for the ecosystem.
xAQUA, rewards real supporters through staking, governance, and protocol revenue sharing. No instant dumping. No extraction.
🔸How value flows back to the community.
- New projects raise capital on the Atlantis launchpad.
- They list directly on the Atlantis DEX.
- Trading fees, launch fees, farming incentives, all feed back into the ecosystem for stakers and farmers.
A true closed-loop model.
🔸 Why Atlantis is different.
While others split liquidity, fees, and users across different apps, Atlantis captures everything under its roof, maximizing efficiency, yield, and community ownership.
Atlantis isn’t just a DEX or a launchpad. It's a full ecosystem.
This post is done in collaboration with Atlantis.
One of the best investment decisions I've made in 2025 was to fully rotate my portfolio to the Sweet-Spot index from @_dexuai
It has the best risk adjusted returns.
Much lower drawdowns during bearish times and among top performers in good market conditions.
Sometimes it's $pengu pumping, other times it's $pendle, $sui, $hype, $tao and others.
It's a bet on fundamentals, on strong teams, on pmf, minshare, good tokenomics and all the things that matter.
In fact, if we exclude btc, Sweet-spot would have the highest mindshare across all sectors.
It's the only sector I'm comfortable adding to when the market crashes.
we've spent a lot of time backtesting different strategies and defining the criteria to what should be included there.
Premium users will have access to some of these strategies, giving them an edge.
It has the best risk adjusted returns.
Much lower drawdowns during bearish times and among top performers in good market conditions.
Sometimes it's $pengu pumping, other times it's $pendle, $sui, $hype, $tao and others.
It's a bet on fundamentals, on strong teams, on pmf, minshare, good tokenomics and all the things that matter.
In fact, if we exclude btc, Sweet-spot would have the highest mindshare across all sectors.
It's the only sector I'm comfortable adding to when the market crashes.
we've spent a lot of time backtesting different strategies and defining the criteria to what should be included there.
Premium users will have access to some of these strategies, giving them an edge.
The market is always right.
If a project keeps making announcements and the token is still going down and underperforming other tokens, it’s the start of the end.
@_dexuai is making it extremely easy to see all this data in few clicks. It can’t be faked through marketing and hype.
It doesn’t matter how great the project think their product is.
The price creates the narrative.
Either don’t do a token or if you do, it has to be somehow linked to the product.
The irony is that some great projects with a good product kill their project by launching a token.
Because it has to be done right and you only get one chance.
If a project keeps making announcements and the token is still going down and underperforming other tokens, it’s the start of the end.
@_dexuai is making it extremely easy to see all this data in few clicks. It can’t be faked through marketing and hype.
It doesn’t matter how great the project think their product is.
The price creates the narrative.
Either don’t do a token or if you do, it has to be somehow linked to the product.
The irony is that some great projects with a good product kill their project by launching a token.
Because it has to be done right and you only get one chance.
Two new L1s. $hype and $bera
one best performing L1, the other one worst-performing L1.
discuss.
one best performing L1, the other one worst-performing L1.
discuss.
Every project needs a maxi.
An account that would write about your project consistently. not only when price goes up.
ideally not an intern account.
like @crypto_linn for Pendle and @S4mmyEth for Virtuals.
how to find one without spending 7 figures in marketing?
@_dexuai is cooking. stay tuned!
An account that would write about your project consistently. not only when price goes up.
ideally not an intern account.
like @crypto_linn for Pendle and @S4mmyEth for Virtuals.
how to find one without spending 7 figures in marketing?
@_dexuai is cooking. stay tuned!
The privacy DA layer - The narrative everybody is missing
The Enigma DA upgrade from @AvailProject and @encifherio enables a trillion dollars industry to adopt blockchain with compliance and privacy.
Sectors like banking, healthcare, and government can now deploy confidential rollups, where transactions are encrypted at the source and remain fully verifiable.
🔸 Key features:
- Data is encrypted twice (source + on-chain) before reaching the DA layer.
- Regulators and auditors gain permissioned access to specific data without public exposure.
- Institutions can tokenize assets (e.g., $1B bonds) with ZK-proof verification and compliant DeFi integration.
- Eliminates reliance on costly private chains while maintaining interoperability with Ethereum, Bitcoin (soon), and Solana (soon).
It will be live in Q2, with mainnet in Q3 2025. Early access and technical docs will be available via the upcoming landing page.
https://t.co/f7hf37Jjuf
More partnerships and institutional adoption coming soon.
🔸 Also, Avail has upgraded its native bridge between Avail Network and @Base, streamlining cross-chain transfers of $AVAIL tokens.
The new system reduces bridging time from hours to minutes while lowering costs, enabling faster access to DeFi, liquidity, and trading opportunities.
The new Enigma upgrade makes me even more bullish on Avail.
This post is done in collaboration with Avail.
The Enigma DA upgrade from @AvailProject and @encifherio enables a trillion dollars industry to adopt blockchain with compliance and privacy.
Sectors like banking, healthcare, and government can now deploy confidential rollups, where transactions are encrypted at the source and remain fully verifiable.
🔸 Key features:
- Data is encrypted twice (source + on-chain) before reaching the DA layer.
- Regulators and auditors gain permissioned access to specific data without public exposure.
- Institutions can tokenize assets (e.g., $1B bonds) with ZK-proof verification and compliant DeFi integration.
- Eliminates reliance on costly private chains while maintaining interoperability with Ethereum, Bitcoin (soon), and Solana (soon).
It will be live in Q2, with mainnet in Q3 2025. Early access and technical docs will be available via the upcoming landing page.
https://t.co/f7hf37Jjuf
More partnerships and institutional adoption coming soon.
🔸 Also, Avail has upgraded its native bridge between Avail Network and @Base, streamlining cross-chain transfers of $AVAIL tokens.
The new system reduces bridging time from hours to minutes while lowering costs, enabling faster access to DeFi, liquidity, and trading opportunities.
The new Enigma upgrade makes me even more bullish on Avail.
This post is done in collaboration with Avail.
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