391927
MorenoDV
@morenodv #391927
Open-sourcing my brain | Blockchain Analyst & Growth Strategist
15 Follower 128 Following
The most successful people live in a state of "educated ignorance" — knowing enough to be dangerous, but remaining skeptical and curious enough to question conventional wisdom, and even their own experiences.
They've mastered the art of holding knowledge without being held by it.
They've mastered the art of holding knowledge without being held by it.
Every major Bitcoin cycle has had this one defining moment. And guess what? We’re in it right now. Ignore it at your own risk.
Right now, Bitcoin’s MVRV ratio is testing a historic level, and the Supply in Loss Ratio is still hovering at an intriguing spot.
These two metrics are flashing signals that could mean we’re on the edge of something huge.
MVRV is sitting near 1.89, and every time it’s hit this level in the past, we’ve seen major upward movement follow. This doesn’t guarantee the same will happen now, but the pattern is clear.
On the other hand, historically, when the percentage of loss has reached levels between 20% and 30% (currently at 22%), we've seen solid bottoms form or, more importantly, an imminent trend reversal.
It’s easy to get caught up in the fear and uncertainty of the moment. But if you’re paying attention to these metrics, the picture becomes much clearer.
I hope this analysis has helped you make more informed decisions and avoid unnecessary stress.
Right now, Bitcoin’s MVRV ratio is testing a historic level, and the Supply in Loss Ratio is still hovering at an intriguing spot.
These two metrics are flashing signals that could mean we’re on the edge of something huge.
MVRV is sitting near 1.89, and every time it’s hit this level in the past, we’ve seen major upward movement follow. This doesn’t guarantee the same will happen now, but the pattern is clear.
On the other hand, historically, when the percentage of loss has reached levels between 20% and 30% (currently at 22%), we've seen solid bottoms form or, more importantly, an imminent trend reversal.
It’s easy to get caught up in the fear and uncertainty of the moment. But if you’re paying attention to these metrics, the picture becomes much clearer.
I hope this analysis has helped you make more informed decisions and avoid unnecessary stress.
Is @farcaster emerging as the revolutionary stage for journalism?
Over the past week, the fastest-growing accounts—in both followers and explosive engagement—have belonged to journalists.
Nearly all share a common thread: fierce criticism of Trump’s administration.
Coincidence? Or evidence of a tectonic shift in where power resides in media?
This isn’t just about growth metrics. It’s about who controls the story.
Over the past week, the fastest-growing accounts—in both followers and explosive engagement—have belonged to journalists.
Nearly all share a common thread: fierce criticism of Trump’s administration.
Coincidence? Or evidence of a tectonic shift in where power resides in media?
This isn’t just about growth metrics. It’s about who controls the story.
Is is possible to build some sort of ConvertKit / Newsletter campaign tools using XMTP?
"What we have in Frames is a new Web 3 primitive that Web 2 could never really power: an easy way to run app X while a user is still inside app Y, with little coordination between X and Y.
The interoperable identity and transaction record of the blockchain, along with the seamless handling of money and digital ownership, makes it possible to have a real and universal graph of user actions across consumer apps, something even Facebook at the height of its popularity couldn’t manage."
The interoperable identity and transaction record of the blockchain, along with the seamless handling of money and digital ownership, makes it possible to have a real and universal graph of user actions across consumer apps, something even Facebook at the height of its popularity couldn’t manage."
Quick questions: What's the one thing you hate the most when interacting with a dApp?
And if you could add or change one thing to make it better, what would it be?
And if you could add or change one thing to make it better, what would it be?
Hey @megaphone-hq, are there any plans to integrate Web3 landing pages and advanced automations, like user segmentation for instance?
A Web3-focused alternative to ConvertKit or RightMessage could be a game-changer for enhancing communication with the users.
I'd love to chat and share some systems I've developed to boost retention and engagement within dApps.
Cheers for the project! You've built something valuable.
A Web3-focused alternative to ConvertKit or RightMessage could be a game-changer for enhancing communication with the users.
I'd love to chat and share some systems I've developed to boost retention and engagement within dApps.
Cheers for the project! You've built something valuable.
Just stumbled upon @percs and I'm convinced it's going to be a crucial component in the organic growth of Web3 dApps.
The features that caught my attention are:
- Communication
- Automations
- Frames
Now I'm curious - would it be possible to create email campaigns using @paragraph, similar to what's achievable with Web2 tools like ConvertKit, Mailchimp, or RightMessage?
The features that caught my attention are:
- Communication
- Automations
- Frames
Now I'm curious - would it be possible to create email campaigns using @paragraph, similar to what's achievable with Web2 tools like ConvertKit, Mailchimp, or RightMessage?
Hey, I got an idea about implementing Pooltogether's vaults as a mechanism to bootstrap communities.
The protocol gets a list of people who can interact with and the user gets exclusive perks and the chance to win interest generated, without losing on the principal.
Obviously the idea is more deep than that, but I would like to discuss the implementation of such thing for already existing dApps.
The protocol gets a list of people who can interact with and the user gets exclusive perks and the chance to win interest generated, without losing on the principal.
Obviously the idea is more deep than that, but I would like to discuss the implementation of such thing for already existing dApps.
Spoiler: Email drives 30%+ on-chain conversions when you nail wallet-based segmentation.
(87% of founders underestimate this channel)
(87% of founders underestimate this channel)
I’ve learned (the hard way, I admit) that my goal isn't to build the biggest business possible.
It's to create the best life possible.
And my business exists to support my life, not to consume it.
Happy New Year to everyone!
It's to create the best life possible.
And my business exists to support my life, not to consume it.
Happy New Year to everyone!
While retail investors are panic-selling their $ETH, the smart money is seizing the opportunity:
➡ Funds increased their $ETH holdings by +20% in December.
➡ ETFs only experienced 2 days of net negative flow this month.
Without data, you’re just another person with an opinion
➡ Funds increased their $ETH holdings by +20% in December.
➡ ETFs only experienced 2 days of net negative flow this month.
Without data, you’re just another person with an opinion
To all my 14 followers!
What you'll like to see based on what I can provide to you and the Web3 industry as a hole?
I'm reading every single message.
Even better, if you'd like to jump on call I'm all ears.
https://calendly.com/morenodv/30min
What you'll like to see based on what I can provide to you and the Web3 industry as a hole?
I'm reading every single message.
Even better, if you'd like to jump on call I'm all ears.
https://calendly.com/morenodv/30min
This will help improve the ARR of Web3 protocols:
→ What am I gonna read?
Why Web3 Protocols Struggle to Retain Users—And How It Impacts Revenue and Long-Term Success
Plus, we’ll dive into the best metrics for analyzing user behavior and conversion efficiency in Web3 protocols.
→ Why does this matter to me?
Whether you’re an investor, founder or analyst, understanding what drives user engagement can help you refine your strategy and uncover how users perceive and use a protocol.
→ What will I get out of this?
You’ll walk away with actionable insights on what users genuinely value in Web3 protocols and ideas that could boost the retention and engagement of Web3 protocols.
→ What am I gonna read?
Why Web3 Protocols Struggle to Retain Users—And How It Impacts Revenue and Long-Term Success
Plus, we’ll dive into the best metrics for analyzing user behavior and conversion efficiency in Web3 protocols.
→ Why does this matter to me?
Whether you’re an investor, founder or analyst, understanding what drives user engagement can help you refine your strategy and uncover how users perceive and use a protocol.
→ What will I get out of this?
You’ll walk away with actionable insights on what users genuinely value in Web3 protocols and ideas that could boost the retention and engagement of Web3 protocols.
Who, What, and Why: The Foundations of Lasting Success.
→ Who are you truly serving?
→ What specific problem are you solving?
→ Why should customers choose you?
Real marketing isn't about polishing—it's about understanding.
→ Who are you truly serving?
→ What specific problem are you solving?
→ Why should customers choose you?
Real marketing isn't about polishing—it's about understanding.
I believe $HIGHER is gonna be the $NIKE of crypto.
A culture of self-improvement,
of always pushing the limits,
of always going higher,
I see this community being more than crypto and actually make an impact on people's life.
A culture of self-improvement,
of always pushing the limits,
of always going higher,
I see this community being more than crypto and actually make an impact on people's life.
I just feel the need to start an actionable and aspirational newsletter for the ⬆ Higher brand.
It will be a @paragraph newsletter with on-chain actions to improve interaction and community sentiment/alignment within Higher.
@lght.eth @aethernet @martin
It will be a @paragraph newsletter with on-chain actions to improve interaction and community sentiment/alignment within Higher.
@lght.eth @aethernet @martin
💡Had the following idea for on-chain newsletters and improving token utility:
Is it possible to get access to some special content for those who stake "x" amount of the protocol token?
i.e: Some Uniswap content is reserved to those who "stake" at least 5 UNI in a special smart contract.
Also a reward system for on-chain actions could fit this idea. Kind of a mail marketing Web2 style, but with the power of Web3.
Is it possible to get access to some special content for those who stake "x" amount of the protocol token?
i.e: Some Uniswap content is reserved to those who "stake" at least 5 UNI in a special smart contract.
Also a reward system for on-chain actions could fit this idea. Kind of a mail marketing Web2 style, but with the power of Web3.
📣 Calling all builders, founders, investors, and most importantly, people like you and me. If you believe in the power of people and technology, please read this:
Is there a way to create liquidity pools, vaults, or other products where fees could be directed to emergency causes like this?
Is there a way to create liquidity pools, vaults, or other products where fees could be directed to emergency causes like this?
Bluechip DeFi tokens are going to have its own party when liquidity flows.
It has proven to be the sector with the best PMF and resiliency.
Bet on those who make a true impact within the ecosystem.
It has proven to be the sector with the best PMF and resiliency.
Bet on those who make a true impact within the ecosystem.
The lending market is showing us clues about investor positioning.
1. An increasing risk aversion among investors by opening leveraged positions.
2. Signs of recovery of users in this type of markets, perhaps in search of extra returns.
Study on-chain analysis.
1. An increasing risk aversion among investors by opening leveraged positions.
2. Signs of recovery of users in this type of markets, perhaps in search of extra returns.
Study on-chain analysis.
As an ETH holder and advocate I have a 5x leveraged position on SOL
So?
Beware of biases, be like water.
So?
Beware of biases, be like water.
Hey @paragraph, where is it possible to deep dive into analytics of your platform?
I really would like to see what it is possible to do with data to heavily improve newsletters for people and see what users are actually doing or truly want.
Also, I got some cool ideas that could be implemented in a platform like yours 👀
I really would like to see what it is possible to do with data to heavily improve newsletters for people and see what users are actually doing or truly want.
Also, I got some cool ideas that could be implemented in a platform like yours 👀
Who's building the ConvertKit of Web3?
IMO marketing tools are what Web3 lacks to retain, engage or acquire organic users.
Share your thoughts on this!
IMO marketing tools are what Web3 lacks to retain, engage or acquire organic users.
Share your thoughts on this!
Debate time!
As I develop tailored services for DAOs and Web3 businesses, I wonder:
What’s the most effective way to offer these to a DAO or Protocol?
1️⃣ Direct outreach to key players on social media
2️⃣ Formal governance proposal submission
3️⃣ Engaging in official channels like Discord/Telegram
What approach has driven the best results for your protocol?
As I develop tailored services for DAOs and Web3 businesses, I wonder:
What’s the most effective way to offer these to a DAO or Protocol?
1️⃣ Direct outreach to key players on social media
2️⃣ Formal governance proposal submission
3️⃣ Engaging in official channels like Discord/Telegram
What approach has driven the best results for your protocol?
Debate time!
As I develop tailored services for DAOs and Web3 businesses, I wonder:
What’s the most effective way to offer these to a DAO or Protocol?
1️⃣ Direct outreach to key players on social media
2️⃣ Formal governance proposal submission
3️⃣ Engaging in official channels like Discord/Telegram
What approach has driven the best results for your protocol?
As I develop tailored services for DAOs and Web3 businesses, I wonder:
What’s the most effective way to offer these to a DAO or Protocol?
1️⃣ Direct outreach to key players on social media
2️⃣ Formal governance proposal submission
3️⃣ Engaging in official channels like Discord/Telegram
What approach has driven the best results for your protocol?
Debate time!
As I develop tailored services for DAOs and Web3 businesses, I wonder:
What’s the most effective way to offer these to a DAO or Protocol?
1️⃣ Direct outreach to key players on social media
2️⃣ Formal governance proposal submission
3️⃣ Engaging in official channels like Discord/Telegram
What approach has driven the best results for your protocol?
As I develop tailored services for DAOs and Web3 businesses, I wonder:
What’s the most effective way to offer these to a DAO or Protocol?
1️⃣ Direct outreach to key players on social media
2️⃣ Formal governance proposal submission
3️⃣ Engaging in official channels like Discord/Telegram
What approach has driven the best results for your protocol?
From the recent Visa report I draw one main conclusion of Tether's dominance:
Its moats and network effects are more fragile than you might think and seem.
Tether's success depends on:
- Tether itself
- Binance
- The regulation of stablecoins
Its moats and network effects are more fragile than you might think and seem.
Tether's success depends on:
- Tether itself
- Binance
- The regulation of stablecoins
Is it necessary to build some sort of DeMail for starting the Web3 Creator Economy alongside @spindl and @paragraph.
I find this projects to be the most promising in actually, like actually, leverage the power of Web3.
Projects that know how to handle Web3 user data are gonna get heavily rewarded.
I find this projects to be the most promising in actually, like actually, leverage the power of Web3.
Projects that know how to handle Web3 user data are gonna get heavily rewarded.
Does anyone know a site that shows Paragraph metrics?
I was digging into @dune.eth but there's no data boards that analyze Paragraph stats at all.
I also was wondering if data could be scrutinize due to Arweave data storage (using SQL tools like Dune i.e)
I was digging into @dune.eth but there's no data boards that analyze Paragraph stats at all.
I also was wondering if data could be scrutinize due to Arweave data storage (using SQL tools like Dune i.e)
I used to feel a deep frustration every time I tried to spend my crypto in a truly decentralized way and full control over my funds.
Banks and intermediaries were always in the middle, denying us the financial freedom that the crypto world promised.
Then I discovered Gnosis Pay, and everything changed:
Banks and intermediaries were always in the middle, denying us the financial freedom that the crypto world promised.
Then I discovered Gnosis Pay, and everything changed:
Does anyone know or got the same issue as me of waiting days to be confirmed and get my data reviewed?
I’ve been handling with this issue for 4 straight days, contacted customer support but nothing
Any tips?
I’ve been handling with this issue for 4 straight days, contacted customer support but nothing
Any tips?
Calling all successful founders and those on the path:
What are the biggest obstacles holding you back, and how would conquering them supercharge your journey?
What are the biggest obstacles holding you back, and how would conquering them supercharge your journey?
Ever wondered if there's an easy way to gather the top Solana traders in one place?
Now you can
@pixelz in Dune created this magnificent dashboard were you can track the PnL of the most profitable traders on Solana
Go check it out and see if you can get inspired by these wallets. Some have interesting plays👀
👇
Now you can
@pixelz in Dune created this magnificent dashboard were you can track the PnL of the most profitable traders on Solana
Go check it out and see if you can get inspired by these wallets. Some have interesting plays👀
👇
I bought some $UNI 👀
And I'm ready to grow my bags for a ~20% additional dump
It just make sense to start buying the token of the most successful DeFi protocol out there
And I know, maybe they spent to much on fighting with the SEC, but again, it just make sense.
SEC just confirmed @uniswap is a juggernaut
And I'm ready to grow my bags for a ~20% additional dump
It just make sense to start buying the token of the most successful DeFi protocol out there
And I know, maybe they spent to much on fighting with the SEC, but again, it just make sense.
SEC just confirmed @uniswap is a juggernaut
Does anyone know what happened with @lensprotocol ?
Where the users went? Or is it just a typo from TokenTerminal?
Where the users went? Or is it just a typo from TokenTerminal?
@base
has become the Nº1 money machine of all scaling solutions YTD
From generating ~$40k in Jan,1 to ~$33M today
The best of all? It seems to be a platform adored by its users as can be seen in a cohort analysis
powered by @tokenterminal
1/2
has become the Nº1 money machine of all scaling solutions YTD
From generating ~$40k in Jan,1 to ~$33M today
The best of all? It seems to be a platform adored by its users as can be seen in a cohort analysis
powered by @tokenterminal
1/2
Money is whatever we believe it to be.
Today marks a milestone as #Securitize launches on-chain dividends for $BUIDL from #BlackRock !
As always, I'm providing you with the context for verifying everything.
I can smell big corps jumping to the Internet Financial System!
https://etherscan.io/token/0x7712c34205737192402172409a8f7ccef8aa2aec
As always, I'm providing you with the context for verifying everything.
I can smell big corps jumping to the Internet Financial System!
https://etherscan.io/token/0x7712c34205737192402172409a8f7ccef8aa2aec
Today marks a milestone as #Securitize launches on-chain dividends for $BUIDL from #BlackRock !
As always, I'm providing you with the context for verifying everything.
I can smell big corps jumping to the Internet Financial System!
https://etherscan.io/token/0x7712c34205737192402172409a8f7ccef8aa2aec
As always, I'm providing you with the context for verifying everything.
I can smell big corps jumping to the Internet Financial System!
https://etherscan.io/token/0x7712c34205737192402172409a8f7ccef8aa2aec
Today marks a milestone as #Securitize launches on-chain dividends for $BUIDL from #BlackRock !
As always, I'm providing you with the context for verifying everything.
I can smell big corps jumping to the Internet Financial System!
https://etherscan.io/token/0x7712c34205737192402172409a8f7ccef8aa2aec
As always, I'm providing you with the context for verifying everything.
I can smell big corps jumping to the Internet Financial System!
https://etherscan.io/token/0x7712c34205737192402172409a8f7ccef8aa2aec
Hit the "Like" button if you would like to see an on-chain deep dive on tokenholders of #HIGHER !
I got some questions that I ask myself for researching and analyzing key concepts, but I'm open to hear what you guys want to know about it!
Reply to this cast lads
I got some questions that I ask myself for researching and analyzing key concepts, but I'm open to hear what you guys want to know about it!
Reply to this cast lads
First memecoin to reach $1?
First memecoin to reach one $1
Wanna see a pumpamental analysis on $HIGHER? Comment below!
First memecoin to reach one $1
Wanna see a pumpamental analysis on $HIGHER? Comment below!
When you are buying #BTC what you are really buying is the Bitcoin network:
You are buying the most secure payment system in the planet
You are buying a hedge from the fiat system
You are buying network effects
You are buying transparency
You are buying freedom
You are buying the most secure payment system in the planet
You are buying a hedge from the fiat system
You are buying network effects
You are buying transparency
You are buying freedom
Hey @base! The fee reduction from EIP-4844 was expected to lower L2 fees in the short to medium term, not the opposite hahaha
🔥5 day streak being the rollup with the most fees.
Moreover, capital is flowing in, indicating a real demand for being in Base to seize the opportunities emerging within the protocol.
🔥5 day streak being the rollup with the most fees.
Moreover, capital is flowing in, indicating a real demand for being in Base to seize the opportunities emerging within the protocol.
As a creator, the best work comes from doing something that you want to see exist.
That's why I'm excited to share my insights, research, and analysis with you!
Dive deeper into the industry, get inspired by the latest founds, and join a community of forward-thinkers.
Access TCO: https://morenodv.substack.com/
That's why I'm excited to share my insights, research, and analysis with you!
Dive deeper into the industry, get inspired by the latest founds, and join a community of forward-thinkers.
Access TCO: https://morenodv.substack.com/
Understand the pulse of a chain by looking into their trending contracts
In this case the activity on Base is telling us the following by looking at the gas used in 30 days:
- Uniswap is eating DEXs lunch: Most used DEX (+141k users) & the contract with the most on-chain demand (+473k gas used)
What's more? 👇
In this case the activity on Base is telling us the following by looking at the gas used in 30 days:
- Uniswap is eating DEXs lunch: Most used DEX (+141k users) & the contract with the most on-chain demand (+473k gas used)
What's more? 👇
The first of many casts! My first time using a Warpcast and Farcaster.
Let's see how the experience is and how much value I can give back to the community!
Let's see how the experience is and how much value I can give back to the community!
