The DeFi Investor 🔎

The DeFi Investor 🔎

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Crypto Analyst. Follow me for DeFi updates, narratives, & alpha. Subscribe to my free newsletter to stay on top of the crypto trends: https://t.co/qrKYXe3Uxo

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The DeFi Investor 🔎

Ethereum is the L1 with the biggest mindshare growth in the last 30 days. It outperformed all other L1s combined.

The DeFi Investor 🔎

"DeFi hasn't progressed in years" The reality is that Ethereum L2s became 100x cheaper, on-chain UX improved a lot, regulators warmed up, and dApps are now way more profitable than in 2021. Still a long way to go, but this industry is getting better every day.

The DeFi Investor 🔎

Never tell anyone how much crypto you hold. Most people don't want you to do better than them anyway. Get rich to improve your life, not to impress others. There's no upside in flexing your gains.

The DeFi Investor 🔎

Retirement shouldn't be your end goal. You'll get bored after a few weeks. We as humans are not designed to do nothing. The goal should to be able to work whenever and wherever you want without stressing about money.

The DeFi Investor 🔎

Why the market is dipping: • Rate cuts have been delayed again • Job data came in below expectations • Trump announced a new set of tariffs • August is one of BTC's worst months I wouldn't be too worried about this dip. Still think we're going higher in Q4.

The DeFi Investor 🔎

Friendly reminder: If your mental health is tied to the performance of your crypto bags, you're overexposed. Risk what you can afford to lose. That's the only way to stay sane.

The DeFi Investor 🔎

July has been great for Hyperliquid. Hyperliquid's HyperEVM L1 has seen a 78% TVL growth in the past 30 days. This makes it the fastest-growing top 10 L1 by far.

The DeFi Investor 🔎

Base TVL is at all-time highs. It's getting close to outpacing Arbitrum in bridged TVL and becoming the largest L2. Coinbase did an amazing job with Base.

The DeFi Investor 🔎

dApps that saw a surge in TVL in July EtherFi - from $6.5b to $10b TVL Lido - from $21.9b to $32b TVL Eigenlayer - from $12b to $17.7b TVL Pendle - from $5b to $6.8b TVL Ethena - from $5.4b to $8.7b TVL Resolv - from $332M to $561M TVL Frax - from $345M to $524M TVL

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