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Updated: Nov 19, 2025
Unchained Actionable Insights
Newsletter: https://threadingontheedge.substack.com/
Twitter: https://twitter.com/arndxt_xo
TG: https://t.me/threadingontheedge
Farcaster: https://warpcast.com/arndxt
Lens: https://lenster.xyz/u/arndxt
threadingontheedge
May 14, 2025, 10:22
Your most comprehensive list of Internet Capital Markets (ICM) coins
Ranked by market cap👇
https://x.com/arndxt_xo/status/1922597687813361923
threadingontheedge
May 14, 2025, 9:34
Kaito Virtuals Hyperliquid Fluid Etherfi Pendle Farcaster Ethena Ethos Pudgies
what else?
https://x.com/DefiIgnas/status/1922581456347672996
threadingontheedge
May 14, 2025, 2:10
Lets take a look at the current ICM (Internet Capital Markets) coins on Solana
As the ICM meta is heating up, I'm introducing you to the top ICM tokens below.
https://x.com/winiam4444/status/1922291287044075952
threadingontheedge
May 13, 2025, 9:51
If you're looking to farm yield and rewards, @Mantle_Official is the place to do it.
It's not just incentives anymore, they took it to the next level.
Here's what I'm farming now đź§µ
https://x.com/Defi_Warhol/status/1921936808885080110
threadingontheedge
May 13, 2025, 9:05
Among the tokens launched in the past six months, $HYPE stands as the performance king.
Curious who's trailing behind?
https://x.com/stacy_muur/status/1922215835684503625
threadingontheedge
May 13, 2025, 7:36
👻 Threading Daily — 13.05.2025 👻
đź”–Macro
- This week: CPI, PPI, retail sales
- Gold falls during risk-on sentiment
- Japan 40-year yield at 2 decades high
- Trump to sign EO to reduce pharma drug prices
- OpenAI considering IPO
đź”–Crypto News
- BTC reaction to US-China deal muted
- ETH up 40% in 5 days, leads majors
- SOL rockets 85% in four weeks
- Meme lead gains, back to $80bn total market cap
- MOODENG, GOAT, PNUT up 3-4x in a week
- BlackRock meets SEC on future plans for crypto
- Strategy acquires 13,390 BTC for $1.34B at $99.8K
- ByBit surpasses 70 million users
- Tidal to launch ETF with paired BTC & Gold
- HyperLiquid got ATH inflow last week
- Vance to speak at Bitcoin 2025 conference in May
- Lido successfully defends itself against exploit
- Sonic teases major ann. on May 15th
- Sonic Labs x Galaxy in $10M token sale to boost DeFi
- Amber's $100M reserve to boost institutional adoption
- Ondo USDY lands in Latin America
- Plume launches Plume Alpha, close to mainnet
- Frank leaves CEO of DeGods position
- Moni Checker Bot launches on Telegram: X check in 1 min.
đź”–Alpha/Good Reads
- Why I'm Going All In on Kaito AI — Jack
- The American Dream is Dead — Paul
- Solana Overview — Blockworks
- How Modern Leverage is Transforming Entrepreneurship — Naval
đź”–Raises
- Turtle Club (Seed) $6.2M, Phantom Liquidity Protocol < THEIA, ConsenSys...
- Openverse Global (Strategic) $11M, Layer0 hub network < Duckdao...
- Nirvana Labs (Seed +) $6M, Web3 infrastructure solution < RW3, Castle, Jump, BitGo, Lattice
đź”–Early Projects
- @yield, Bio: YO is your secure multi-chain yield optimizer, continuously rebalancing to deliver the best risk-adjusted yield in DeFi.
- @vantixmarket, Bio: NA
- @StructuredFi, Bio: NA
- @DeployFinance, Bio: The future of banking is self-custodial. Grow, invest, and spend your crypto — all in one place. Fully yours.
- @dawnfdn, Bio: The composable agent network
✅Follow for alpha → https://twitter.com/arndxt_xo
threadingontheedge
May 13, 2025, 2:11
Rev Sharing is Dead. Long Live (HYPE) Buyback & Burns
https://x.com/13300RPM/status/1922081281074201031
threadingontheedge
May 13, 2025, 1:24
BEST BITCOIN OPPORTUNITIES ISSUE #2
BTC is at $102K and there's so much to do with it.
Let's make your orange coin grow🧵👇
https://x.com/phtevenstrong/status/1921975886691144159
threadingontheedge
May 12, 2025, 14:36
@HyperliquidX S2 Airdrop Farming:
• Delta Neutral.
• Capital Efficient
• 3-in-1 Airdrop Play.
https://x.com/zerototom/status/1921163113904128240
threadingontheedge
May 12, 2025, 10:25
8 Big Bets for Crypto’s Next Billion Users
Why I’ve Stopped Telling Friends to “Learn Crypto” First
Last month I tried (again) to onboard a non-crypto friend.
Ten minutes in, her eyes glazed over somewhere between “pick a wallet” and “now pay gas in another token.”
It hit me: we don’t have a knowledge gap, we have a design gap.
One thing that is painfully clear is that speculation brought the first wave, but it won’t bring the next billion. Real adoption starts when crypto products feel invisible, where people benefit from them without even realizing they’re using crypto.
From the rise of stablecoins and institutional staking to AI’s growing role in shaping digital economies, the foundations for mass adoption are already being laid. But to unlock that future, we must stop expecting users to learn crypto and start building products where they won’t even realize they’re using it.
Here’s my take on the 8 big narratives + projects to watch 🧵👇
(read till the end for the link to the 85 page report)
Twitter: https://x.com/arndxt_xo/status/1921874103604252869
FULL article: https://threadingontheedge.substack.com/p/8-big-bets-for-cryptos-next-billion