Gm guys,

Today is a big one, because the Market has been crazy with new Narratives & Memecoins.

As always you don't need to read everything to find your alpha, but if you see something mentioned a few times, a new narrative for example, you better be curious and informed 🫡

This week it's DeSci & AI Agents 👀


LATEST ALPHA - November 19th 2024



🎓 Knowledge, Analyses & Thoughts

• DeSci Megathread
• Modular Blockchain Infrastructure Thesis
• Crypto For Dummies, Trading oriented
• The State of Memecoins
• How to find good entries for Memecoins
• Advice for the months to come
• This Cycle Money Flow
• New Money Flow
• ETH will likely pump late in the cycle
• Cycle & Alt Season Thoughts
• 100k is the psychological barrier for Bitcoin
• Thoughts on DeSci
• Wintermute Top Holdings
• BTC Holdings in Publicly Traded Companies
• BTC Holdings by Governments
• Predictions


🗞 News, Updates & Catalysts

• What happened in Crypto Nov 17
• What happened in Crypto Nov 18
• Latest News
• Trump to purchase a crypto trading platform
• MicroStrategy Bitcoin Reserve surpasses IBM & Nike’s Cash Holdings
• MicroStrategy to raise $1.75B to purchase more BTC
• BTC.D Rejected
• ETH TA
• Total Stablecoin Index hit an ATH
• Altcoin Index breakout confirmed
• Total Crypto MarketCap Breakout
• Solana’s DEX Volume ATH, over $40B
• Corrections across the Market
• Memecoin Sectoral Updates
• NVIDIA Earning Nov 20, time to bid AI tokens
• More Updates & News


💎 Project Research & Alpha

• Solana Thesis
• Fluid Overview, an ever-evolving DeFi Protocol
• $INST is Fluid Token
• $PENDLE Boros Alpha
• $XMW Latest Updates
• $DEAI Bull Case
• Nillion Research, Blind Computation
• Coinbase Ventures keep investing in $AERO
• Thoughts on $PEAQ
• Zero1 x IoNet
• Ethena Analysis
• Entangle New LitePaper
• Heurist AI, Decentralized Cloud Platform
• $LAIKA, Layer2 on Doge
• $GOAT Thoughts
• $VIDEO App on Base
• $SBR Memecoin
• Pump Science, the first DeSci Platform on Solana
• Dynex $DNX & other Computing Projects
• 5 GPU Projects
• DeSci Narrative
• DeSci Tokens
• AI Agent Narrative
• AI Agent Space
• Solana AI Agent vs Base AI Agent
• Binance pushing AI Agent Narrative
• Sentient Coins Smart Money Analysis
• Memecoins Holders with $1k+
• AI Memecoins
• Brainrot Memes


💡 Farms, Tools & Bonus

• Memecoins Yield
• Yield Highlight
• GammaSwap Yield
• Kaito, the new tool for people who want to be early
• Magic Nodes, new Bubblemaps’ Tool
• Memecoin Trading Guide
• Solana Tools & Advice
• Wallet Tracking
• How to keep things simple in Crypto
• $100K BTC Bias
• How to hold through a 100x
• AI Devs
• People to follow for 10x trades
• Memecoiner Accounts


That's it for Today!

Have a good Week. 🫡