Crypto Nova-1

As someone who spends a fair bit amount of time (including buying and taking the risk) in low caps I know first hand how dry on-chain liquidity still is DESPITE Bitcoin at all-time highs and Ethereum making a decent comeback surge.

However, while this isn't altcoin season yet, large caps are seeing a decent amount of volatility and inflows.

$SUI, $TAO, $HYPE, $AAVE, $WLD and many more.

These are all billion dollar assets and despite taking a whole lot more capital to pump and move, these are actually leading the charge.

This effectively means LIQUIDITY isn't as thin as you would think. It's not at record levels by al means but it's there.

It's tough to say if this is a good or bad thing however.

On one hand it means people are probably fed up with all the rugs and bad launches lately that they just don't want to go high risk anymore (less appetite for it).

So in this sense it takes care of the dilution and the space is healing (bad actors have less incentive to launch and we are actually already seeing this with most new launches not even able to go behind $500k-$1m anymore or only briefly).

On the other hand, degens with less capital (the reason why they usually prefer low caps to begin with) or just those with a larger risk appetite have a tougher time to make any money at all.

Right now we are moving more in the direction and environment of the stock market than the older days of crypto (big stocks more popular than penny stocks).

Again, it's not particularly bad or anything. It means it's a different environment (for now?).

In certain ways it means it becomes easier if you play it safe but it becomes harder to make decent buck if you play it risky.

Which side do you prefer to play? Think this is better for the industry or worse?

If you're building something and need a scalable, secure crypto solution (crypto payment gateway), know that there are actually solutions in place to make this happen without effort.

Real estate, travel, merchants, restaurants, ... Anything really.

@b2binpay is a licensed European platform (based in Rome) that lets businesses accept crypto payments + convert to fiat instantly. Over 350 coins supported, including 10 blockchains for USDT/USDC which is the most I’ve seen so far.

They’ve processed over $3.5B in incoming transactions and are fully KYC/KYT compliant.

Worth the signup for solutions like this:

1/ You’re probably sleeping on one of the wildest intersections of AI + crypto right now.

Not hype. Not theory.

I’m talking about on-chain AI agents that can act, learn, and even trade.

Here’s what I found 🧵👇

Stumbled on something that's really useful for indie game devs. Sharing in case others find it interesting as well.

It’s called @ludusai_ and it’s an AI-driven toolkit for game development (especially for those working with Unreal Engine).

What’s cool is it’s geared toward making things like behavior logic, level design, and scripting more accessible no-code where possible, AI-assisted where not.

They also have a token ($LUDUS) tied to the ecosystem, which seems to unlock features and maybe includes some kind of reward model, but I’m still reading into that part.

Think it's an interesting model for folks like me without experience or small teams trying to build something.

Curious if anyone else has tried it yet.

1/ Everyone’s chasing the next 100x gem...

But most are looking in the wrong place.

Here’s how I actually find undervalued tokens BEFORE the crowd using just my phone & the @GeckoTerminal app.

A step-by-step guide 🧵👇

$MNT still being a safe bet in today's market.

Standing the test of time with consistent rally's both up and down but always surviving every phase of the market.

Think we could still see an easy rally up from here imo (Bitcoin sitting here breaking the highs also shows promise despite the silence in the market)

Ethereum defending $2500 like a boss.

Not sure if it'll happen with or without a correction from here but structure wise we should see higher prices.

You still have untill May 22 to participate in $CSPR prize pool (link down below).

Why Casper 2.0's “Deterministic Finality" Matters:

No more "maybe" settlements. Every transaction is:

·Instant
·Irreversible
·Transparent

Good for those interested:

https://www.casper.network/zealy-casper-network

Been diving into some emerging DeAI projects lately, and one caught my eye: @syntorai

It's where AI agents actually live on-chain (not just buzzwords). Basically Agents that can trade, learn, evolve, and even plug into DeFi.

What’s interesting:

No-code agent creation

Synthetic data for training

Native Ethereum deployment

It’s an early project, but if you’re curious about where AI + blockchain might actually converge beyond hype, it’s worth exploring.

Over the years I've increasingly seen the argument that the game has become to hard with an increase in number of tokens to choose from.

Want easy? Just stick to the top 50 and problem solved. You'll still need to time your buys and sells but that's arguably the hardest part. Most are here to stay.

The stock market has millions of penny stocks yet no one is complaining there.

Stick to large caps if you want just like many people stick to Nvidia, Amazon, Apple, Google and so in the stock market.

Reward will be lower but so will your risk.

Want a higher reward with more risk? Focus on mid and low caps.

You are in control. Both the rewards and the losses of that risk.

While it would have been more fun and great to just have kept going.

It kinda makes sense why we're making a pullback here after the move we've made.

The alts that moved well in this latest rally are likely to be making their higher lows here.