A thread on why we are bullish on @HYTOPIAgg heading into 2024 and how this fits into our broader GameFi thesis.

TLDR: Vampire Attack, Seamless onboarding, Token good, Gaming L2 on Arbitrum, 1.1 million pre-registers, great team

👇🧵

The $BLUR Thesis:

> Blast launch and subsequent airdrop is a wealth effect for the entire NFT ecosystem which renews protocol activity.
> Reduction in the cost to speculate on NFTs via Blast will allow Blur to finally implement a 0.5% trading fee.
> At current…

In Q2 2023, Syncracy built a large position in SOL. The opportunity Solana offers is rare – a truly differentiated technical architecture that has the potential to become foundational alongside Bitcoin and Ethereum. Our thesis on Solana and the future of…

$SUI is much better than I expected.

It has multiple wallets, dApp with a nice UI/UX, and already has main DeFi primitives built to play with.

Many without tokens.

✦ Consider these actions on $SUI:

Three LSTs are available on SUI

• Stake some $SUI for…

XION is the first L1 purpose-built for consumer adoption. Learn about the thriving XION ecosystem, come experience its Generalized Abstraction, and help stress-test the network as it prepares for mainnet.

I'm going to come out and say that $DYM will outperform almost every top 100 token in the next 3 months:

- $TIA Modular narrative
- Rollapp confluence wth 4844 narrative
- $DYM "dymond hands" left curve cult
- Staking airdrop for rollapp chains

sort by: most volume
LP min: sol $8k / eth $100k
Pair age: <3 days

use https://t.co/IJjKQaKhTT and other bots to DYOR

Gm creators. Frame is launching on January 31st.

Creators and developers will be heavily incentivized in Chapter 2 of the $FRAME airdrop - we'll be revealing more information before launch.

If you're building on Frame and want extra help from us, fill out…

🔥The $NOIS Randdrop round 2 for $INJ stakers is officially live 🚀

Claim link :
➡️ https://t.co/QiIBxtg2wb
Good luck 🎲

@HsakaTrades @JonathanMarfaw @JuliusXBT @MoonOverlord @tradingview sei<>sui, sol<>avax, inj<>tia, arb<>op

the yin-yang trades

There were rumours yesterday that staking $PYTH might get you a Monad airdrop

This is huge if true, so I looked into it and there are many dApps on multiple tokenless chains powered by Pyth, so we could be seeing a lot of drops for stakers

Low number of…

I personally do not know the team that built @chainlink CCIP

But it’s clear that they were paranoid as fuck

There are a million things to do here now, on a million chains.

Stake this, mint that. Farm this, ape that.

It's important to understand, you don't have to do *everything* in order to make it.

Double down on your edge and Pareto principle the rest.

h/t…