The DeFi Degen's Playbook to the Bull Market: Part I
The DeFi Degen's Playbook to the Bull Market: Part I
My playbook includes coverage of 10 booming ecosystems with 60+ protocols in total.
Jan 30th Update: I’m exciting Injective ecosystem. Mainly because dApps are very poor quality. And competition for it is growing.
Jan 17th Update: Added SUI ecosystem & updated protocols with up-to-date information
Dec 28th Update: Added DojoSwap on Injective and Nomis onchain reputation protocol on Starknet.
This first stage of the bull market is more predictable than I thought it would be.
From a macro perspective, we have the Fed pivot coming, China's liquidity support, spot ETFs already launched, and BTC halving.
But within crypto, it’s good old L1 rotations, like in the 2020-22 bull run. It's not surprising as real zero-to-one innovation (DeFi & NFTs) that started the last bull market isn't here yet. But those innovations are coming (restaking!) In the meantime, we'll enjoy the (re)building layer 1 ecosystems.
Usually, I share long-term plays, frameworks, AMAs, or new innovative protocols, so that's the reason my bio is "DeFi Re…