Hitesh.eth

@hmalviya9

17 Following

91 Followers

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Gm guys.. I built "Alpha screener" on dune which screens narratives, and coins based on their market momentum.. we're one of the most popular dashboard on dune right now...happy to share findings on this channel from today.. for now RWA is the only narrative which is outperforming BTC right now at 7D timeframe.

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Alt ETH Chains have consolidated from the theme of "ETH Killer" to "ETH Freeloader" ..more than 90% TVL belonged to Solidity Code.. and freeloaders are looking for some % of that share -- so they're inviting devs to start using their compliers so they could execute on Non battle tested VM environment.

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get ready for the data takeover on farcaster..

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If you look at token airdrops, they've exploded everywhere. The Speculation around airdrops have created this superficial sense of real demand for dapps. In reality, it's just a grifting demand that will move from one chain to other chains, creating a never-ending loop of liquidity fragmentation.

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Devs should start cooking and launch a platform to deploy ERC404 tokens faster. Expecting the next brc20 frenzy if that happens. https://github.com/0xacme/ERC404

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in the last bull cycle, fresh money entered in crypto to buy memecoins. In the current bull cycle, fresh money is directly hitting onchain to farm airdrops. What is interesting now is that you could even make $2K with $5 by farming right opportunities. Eg: Farcaster coins

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Cooked lunch for my family today

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Farcaster took over the CT. Mass migration is on the way.

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expand the open graph protocol to the next level.. Frames

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The modularity experiment could potentially become a great failure if we can't establish an unified liquidity layer for these rollups. Without chain liquidity, it's always a dead end.

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Farcaster DAUs Going ⬆️ Lens DAUs Going ⬇️

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Block Space Demand Right now: - Bitcoin needs an L2 ecosystem to offload peak demand. - Ethereum is losing block space demand to L2s. - BNB Chain has plenty of block space despite having higher transactional demand, which is great. - Polygon is experiencing higher block space demand.

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In the future, we could also see frames that allow users to trade tokens directly from their social media frontend without even going through an external website.

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Bitcoin ETF Insights While $GBTC investors have offloaded over $1.4B worth #bitcoin, Other ETFs like $ITIB $FBTC did manage to absorb the selling pressure, and we have over $160M of positive net flow in past 3 days. So the demand is still there, and price could go up again.

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gm guys. good to be here. will share some dope web3 research.

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