living in the trenches

Joined May 2022
Further break down: > Jan to April are where 60% of the gains made > slightly less of an avg gain when house is flipped 17% vs 11.7% Interesting to see the gain doesn’t come steadily from November.
we'll likely have a good time starting next month manage risk, lots of money to be made ahead MP
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holy $IMD why the fat sell off?
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Pretty intriguing watching the raw grind that goes into finding top narratives, gems and better understanding the industry by people like tulip. Then people still shout luck/cabal/insider when hes early to stuff. Inspired me to start doing the same across onchain eco. Actually feels quite productive so far. ty @tulipking
Here's my list of every coin I could find above ~3mil market cap that is at least worth researching. PLEASE reply with your own research or thoughts on any coin(s) you like or dislike. The goal is to actually learn everything and win # Coins That Are Money (or want to be) ## Base Money - Bitcoin - Ethereum - New Age Money? - Litecoin - Kaspa ## Private Money - Zcash - Monero - Dash ## AI Money - Pearl - Bittensor - Chutes - Lium - Targon - EfficientFrontier - Score - Affine - Vanta Network - Templar ## Protocol Money - Ohm - Ore ## Quantum Money - Qtum - Quantus ## Memes - Pengu - Rekt - Purr - ORDI — Look at Ordinals. Is that entirely dead? - The Black Bull - SPX6900 --- # Coins That Make Money (or say they will) ## Layer 1s - Solana - Seeker — Pair with Solana, why not? - Tron — Crazy revenue, good crime - Canton - GRAM - Quant - Celestia - Tezos — Cool art scene - Monad - Peaq - Zama - Nillion - IoTeX - Filecoin - Flare — Probably not, but data, so maybe - Arweave - Theta — Theta Fuel - Akash - Ozone Chain - Quantum Resistant Ledger - Zano - Nervos Network - Keeta — Crime - Qubic — Evil miners? - Zig Finance - DUSK - APEX (AP3X) - Somnia - REAL - Fractal Bitcoin - Sui ## Layer 2s ### Infrastructure *Makes money by other chains using their stack.* - Arbitrum - Optimism - Espresso — Chart looks good? - Zksync - SOON ### Networks - MegaETH — Is it really an L2? - Aurora - Prom - Kinetiq ### Bitcoin Programmability - BOB (Build on Bitcoin) - Citrea - Merlin Chain - Stacks ## Oracles - Chainlink - Pyth - RedStone - Tellor Tributes - WINkLink — Tron oracle - API3 - Band - UMA ## DEXes ### Spot - Uniswap - PancakeSwap - Aero — Merger of Aerodrome & Velodrome - Raydium - Curve - Orca - Meteora - Sushi - HumidiFi - Bancor - Nest — HL protocol, very small - $WAGYU Farming — Used to be Fwog? Tied to XMR bridging - CoW Protocol - SUN — Also has a launchpad; figure out what's more important to the bull case - RHEA — DeFi on NEAR - O1.exchange - LCX — Crime pump? ### Exchange Coins - WhiteBIT - BNB - LEO - OKB - Mantle - HTX DAO - Bitget - KuCoin - MX - GRX - BTSE ### Perpetuals - Hyperliquid - Aster - Lighter - Drift - EdgeX - dYdX - GMX - MYX Finance - Synthetix — Totally dead ### Options - Derive - Paradex - Hypercall — Synapse, Cortex - Aevo ### Prediction Markets - RAIN - True - Pumpcade ## Launchpads - Pumpfun - Bonk — Also Bonkbot, so maybe terminal? - PONS - MetaDAO - Stonk - Argus — Arc launchpad (maybe this chain matters?) - Baseline — Base launchpad? ## Aggregators & Terminals - Jupiter - 1inch - Yearn - Peapods Finance - Convex - Genius - 0x Protocol - Tensor - Tread.fi ## Stablecoins - Sky — USDS - USDe & ENA — Also somewhat neobank-ish - Stable - Liquity - Usual USD - A7A5 - Falcon Finance - Re Protocol — reUSD - USX — Solstice, the yield layer? - Do they have a coin? Solstice - AUSD — Agora, RH cabal? - apyUSD — APYX token? DAT-based, RIP, but revenue - Reserve Rights - Resupply USD - Felix feUSD — On hEVM? Felix Protocol - Crown BRLV — Maybe this too? Brazilian Digital (or a different project) - RE - Frax - Spell - Unitas ## Lending - Spark - Aave — GHO - Morpho - Maple - Compound - usd.ai — CHIP - Hastra AUTO — CHIP, but for cars? - Lombard - Kamino - Nexo — Fine, maybe CeFi junk? - 3Jane — USD3 - Venus — Binance lending - Euler - Yield Basis — More of a yield protocol, but let's see ## RWAs / Tokenization / Issuance - Ondo - Backpack - Securitize - Centrifuge - Kenesis — Token RWA slop? Also has a tokenized silver coin - Plume — Don't get RWA nerdsniped - Anvil - RNT - Lorenzo — Related to USD1? ## Miscellaneous - Worldcoin - Just - Kaito - Pendle - DoubleZero - Gnosis — Safe - ENS - SPACE ID - CARDS - StonkBroker - Succinct - Flying Tulip - BAT - Tree — Related to TON? - GoPlus Security - Render - Livepeer - Arkham - Forta - Gitcoin - Bubblemaps - BIO Protocol - Metaplex - Nexus Mutual - Zora - Echelon Prime - Doppler Finance - Radworks - Graphite Protocol - Prize Protocol - NovaChargeX Coin — Researching crime ## AI - Venice — Maybe AI "money" because Venice (or DIEM?) gets you daily credits? Not money-money, but money like membership points, so there's some value there - Dolphin - io.net - REPPO - Numeraire - Orbio - Nosana - Unibase - Kite — x402 for agents; chart not bad? - Sentient - Quack AI - Aethir - UnifAI Network - Nesa — Private AI - ZetaChain — Hot during perps meta? - BankrCoin - OpenServ - Arcium - FastX Network Token - Veranta — Perps on Base - Concordium - Acurast ## Neobank - ETHFI - Plasma ## Staking - Lido - Jito - Sanctum - SSV Network — Staking? - Rocket Pool - Marinade ## Bridges / Cross-Chain Infrastructure - deBridge - LayerZero - Wormhole - Across Protocol - Axelar — Acquired? Rugged holders - Threshold Network ## Wallets - Trust Wallet - Ambire Wallet - WalletConnect Token - UnityWallet Token - TokenPocket Token ## Metaverse - Decentraland — Maybe crime pump like Sandbox - Sandbox — Recent pump? Crime or insiders front-running? ## DePIN - Geodnet - JasmyCoin — Japanese KLED? - Kled AI - Grass - Helium - World Mobile Token - Phala - GoMining Token — Bitcoin mining? - AIOZ Network - Pocket Network - Ankr — RPC ## GameFi - Fren Pet — IMD - Catizen — Gaming on TON? - FUNToken - ONEchain - Nexpace - Unipoly - Pentagon Chain ## Privacy - Beldex - KOGE - Railgun - Horizen - iExec RLC - Tornado Cash - Aztec - The Interfold - Zip Coin - ANyONe Protocol ## Data - BitTorrent - TAGGER — Data - XYO Network — Does AI data now? Maybe empty pivot - Space and Time — Data or something? ## Gambling - Shuffle - Rollbit ## PayFi - Zebec - Huma Finance - Credible Finance - Ozapay ## NFTs - Magic Eden - Fake World Assets --- # Coins I Don't Understand - rlUSD & XRP — Big stablecoin, what is up here? - NEAR - Bitway - Algo — Unfortunately, because quantum - Starknet - Mina - Eigen --- # Research Later *Not for today, but Google eventually.* - Neo — GAS? Second coin? Interesting
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if hooks are the next big thing how does $UNI not just win all of it ? ik seeing some sol hook related products but uni being leader across all of EVM hooks products
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Here’s the solution The most BULLish coin you will ever see - an opportunity to genuinely believe again Meet Bodacious ($BODA) “the baddest bull there’s ever been” Would you fade the most dangerous bull to ever live? CA: 5UnVeoybF41361L1MJAsri76gE6fZ6Et2qrg8Ke4pump
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IT’S TIME FOR CHANGE. Uniting all bulls with the most dangerous bull to ever live: Bodacious $BODA CA: 5UnVeoybF41361L1MJAsri76gE6fZ6Et2qrg8Ke4pump
Here’s the solution The most BULLish coin you will ever see - an opportunity to genuinely believe again Meet Bodacious ($BODA) “the baddest bull there’s ever been” Would you fade the most dangerous bull to ever live? CA: 5UnVeoybF41361L1MJAsri76gE6fZ6Et2qrg8Ke4pump
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still no good answer to this robinhood:0xf24f8f6b08fe87cf062e833a732ad7f636064bc8
Replying to @corgil @prm_market
dunno if i get that comparison. PRM have “made” more pairs by minting supply onchain. With no arbitrage/backing/oracle is it any different than if i launched a token called Phood and said it was HOOD stock ? What happens if the penny stock does issuance ? genuinely just tryna understand.
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would spinning some ANSEM/RWA pools be a bad idea with the supply? $ANSEM
how quickly you all forget who started all of this
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💀💀💀
BREAKING: INFLUENCER TURNED TRADER ‘FAZE BLAZE’ HAS CLOSED 13X LOSING TRADES IN A ROW
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Can't even do 1$ long on HOOD on variational right now. Whats the point of onchain 24/7 perp markets if i can't L/S anything at anytime. think variational is great btw and 200$ per pt soon
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TF IS GOING ON WITH ONCHAIN LITERALLY JUST SLOP LAUNCHPADS ALL DAY WTF LORACLE YOU TOLD THEM ALL FABLE CAN 1 SHOT SHIT AND THEY DID IT.
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bro there gazzillionaires
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i hope Asta had some deal with ansem to do it and get reimbursed 💀
POV you paid $100k a month ago to get diamond status on Ansem.io for your token and it’s down 90% with zero support
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how much they paying you .@FaZeBlaze bros in an fnf too 💀
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Poorgoat painting the chart with theses 💀💀 solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump
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JUST IN: BASE NETWORK RECEIVES LARGEST EVER TRANSACTION CLUSTER FROM SOUTH AFRICA AFTER HUNTER BIDENS $LAPTOP LAUNCH!
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fuck yeah $LAPTOP LP looking healthy $100m in liq lfg
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(ik other pools but looks fucking retarded)
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