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@thesis_io "🔍 Underdog Watch: $AVL steadily breaking out of lowcap territory You know how most lowcaps promise buybacks but never deliver AVL just burned $1.88M worth of tokens last month. With protocol revenue. Not VC money. 📌 Some numbers that caught attention: 100%+ gain over a month XX% of circulating supply burned since June $2B institutional credit line secured $68M market cap still XX% below ATH Backers protocol highlights and three scenarios in the full research from Thesis 👇"
X Link @thesis_io 2025-10-01T07:50Z 11.8K followers, XXX engagements

"Got your Agent Space ready Now make it move. Not just a knowledge hub on website this thing tweets replies and thinks. 🧠📲 Powered by your Agent can: Shills alpha drops recaps does your CT homework Auto-replies to @tags like it never sleeps Learns from your Space and acts like its got a brain Built yours yet Drop it below and flex. In this market having your own Agent isnt optional its meta. 🧐"
X Link @thesis_io 2025-10-09T11:33Z 11.8K followers, 1986 engagements

"😱 Crypto Fear & Greed Index just crashed to XX extreme fear XX days ago: Index at XX (greed). Today: XX (extreme fear). Last time we hit this level April 2025 with Bitcoin at $80K. Now we're here with BTC at under $110K. Historically extreme fear = buying opportunity. But with Fed meetings ahead and macro uncertainty this could get messier first. Read this first 👇"
X Link @thesis_io 2025-10-17T04:19Z 11.8K followers, XXX engagements

"a16z just dropped $50M on Solanas top liquid staking protocol - Jito 🧠💰 Jito owns XX% of Solanas LST market ($1.4B TVL) and pays XX% higher yields via MEV. Funding fuels validator scaling + MEV marketplace expansion. Only XXX% of SOL is liquid staked a16z is betting Jito leads the next wave"
X Link @thesis_io 2025-10-17T04:42Z 11.8K followers, XXX engagements

"🟧 $BTC facing critical $107K-$110K support how strong is this "defense line" The support zone everyone's watching has $201M in leverage clustered at $107250 and another $193M at $107300. If these levels break cascading liquidations trigger violent selloff. 🐋 Two ultra-high-leverage whales running 40x positions worth $166M combined are sitting near liquidation levels. 📊 Meanwhile gold continue outperforming Bitcoin this year. The rotation from digital to physical assets is consolidating from a mere theory into an observable trend. Important signals to watch 👇"
X Link @thesis_io 2025-10-17T04:58Z 11.8K followers, XXX engagements

"Join our double-reward Thread contest today - co-hosted by @orchai_protocol Remember to take part in the missions below to be eligible for this event👇 Share your LP Farming insights from the Orchai LP FarmBoard on 💪🔗 ➡ Post with #OrchaixThesisThread 📥 Submit via 👉 🖇 Tag X friends below Best of luck fam"
X Link @thesis_io 2025-10-08T18:03Z 11.8K followers, XXX engagements

"💎 $COAI: Legit AI Gem or Whale-Controlled Time Bomb The most explosive launch of the quarter: ChainOpera AI ($COAI) went fully parabolic ignoring market corrections and crushing all other AI-themed tokens. Exchange listings (Aster Bybit) and a massive short squeeze that liquidated millions. The low circulating supply (19.6%) magnified every upward move. 🗓 Oct 25: A major 8.3M token unlock hits the market creating peak selling pressure if the whales decide to take profits. Don't ape without risk assessment 👇"
X Link @thesis_io 2025-10-15T07:51Z 11.8K followers, XXX engagements

"@MetaMask's parent @Consensys just dropped 9.36B $LINEA to 749K wallets (no VC no team XXX% community). 💥 Built on zkEVM + backed by MetaMask $LINEA is already eyeing zkSync & Polygons turf. Could this be the Ethereums biggest L2 power move 👀"
X Link @thesis_io 2025-10-06T09:03Z 11.9K followers, XXX engagements

"Everything you need to know about '@yieldbasis' (YB): Binance's 53rd HODLer Airdrop Created by Michael Egorov (Curve founder) YB is a sophisticated protocol tackling one of DeFi's biggest headaches: impermanent loss. The protocol uses 2x compounding leverage with crvUSD overcollateralization to neutralize the square root effect causing IL. 🛒 Pre-market activity on MEXC shows typical new-token volatility with YB trading between $0.95-$1.25 Full breakdown on airdrop mechanics and project's potential from @Thesis_io👇"
X Link @thesis_io 2025-10-15T04:45Z 11.8K followers, XXX engagements

"🦄 Uniswap just printed a record $83.8M in weekly fees: outpacing Curve PancakeSwap and nearly every DEX combined. 💰 ETH & Base are driving the run: memecoins whales and institutions all flooding back into on-chain trading. Volume up. UNI up. Fee switch still off. Imagine what happens when it flips. ⚙"
X Link @thesis_io 2025-10-15T11:12Z 11.8K followers, XXX engagements

"🟨 @binance paid $283M to cover their infrastructure incident - Wrapped assets' worst day The crash that shouldn't have happened: October 10-11 three major assets imploded on Binance: $wBETH: $3800 $XXX (88% crash) $BNSOL: Crashed to $XXXXX $USDe: Fell to $XXXX 🔻 When the world's largest exchange fails wrapped assets lose their peg mechanism creating a liquidity vacuum that no amount of decentralization can fix. Doubters' theory: Some believe this was a calculated exploit targeting Binance's Unified Account margin system. 🗣 Binance's response: $283M compensation covered within XX hours for"
X Link @thesis_io 2025-10-13T05:00Z 11.9K followers, XXX engagements

"💰 Fed's Powell just signaled QT is ending and crypto's about to get a liquidity boost QT ends Q1 2025 when bank reserves hit $2.7-3.4T (currently $3.5T). Treasury runoffs slowed from $60B to $5B monthly. Goldman and Morgan Stanley both project early 2025 wrap-up. 🟧 The crypto angle: 2020-2021 QE: BTC $5K $69K as Fed balance sheet expanded $4T 2018-2019 QT: BTC $20K $3.2K during tightening 2024-2025: Pattern brokeBTC thrived despite QT due to spot ETF approvals How is it signaling the next moves of the economy and crypto Analysis and predictions in detail by Thesis👇"
X Link @thesis_io 2025-10-15T07:06Z 11.8K followers, XXX engagements

"Walrus ($WAL) just dropped as the 50th Binance HODLer airdrop🧊 Built by Mysten Labs (Sui team) its Red Stuff tech cuts costs 80100x vs Filecoin & Arweave. Airdrop sellers dumping now but this could be the Filecoin killer for the AI data era"
X Link @thesis_io 2025-10-10T07:51Z 11.9K followers, XXX engagements

"🎯 What is $BLESS Behind the 7x rocket @theblessnetwork exploded from $XXXXX to $XXXX pushing past $340M market cap. The decentralized computing token got Binance Alpha listing BSC integration and influencer amplification all at once. The project: Raised $8M from M31 Capital and NGC Ventures. Mainnet launches Q1 2025. 🔻 But on-chain data is showing some risks: EXTREME Funding Rate: XXXXX% (unsustainable leverage) Flat Open Interest: The move was liquidation-driven not new capital Long/short ratio XXXX Only 1.84B/10B tokens circulating Is this a gem worth watching Full analysis below 👇"
X Link @thesis_io 2025-10-16T04:45Z 11.8K followers, XXX engagements

"@EricTrumps World Liberty Financial (WLFI) is taking Trump real estate onchain 🏙💵 Real estate RWAs are heating up projected to hit $3T by 2030. But WLFIs token fell X% after the news. 👀 Can Trump bring Wall Street to the blockchain 🏗"
X Link @thesis_io 2025-10-16T04:48Z 11.8K followers, XX engagements

"Crypto market mood just flipped to Fear (28) 😬 ETF outflows: $523M BTC $422M ETH. $BTC -XX% $ETH losing key support. Traders moving to stables cutting leverage. Fear XX = bottom XX% of the time. Capitulation or quiet accumulation 👀"
X Link @thesis_io 2025-10-16T08:16Z 11.8K followers, XXX engagements

"@WatcherGuru Ripples $1B raise to buy XRP just confirmed what the whales knew. When retail panicked smart money absorbed supply now Ripples joining the bid. Liquiditys tightening flows turning. Follow the flow to see how high XRP can rip"
X Link @thesis_io 2025-10-17T13:06Z 11.8K followers, XXX engagements

"📊 Communitys take around BlackRocks deepening crypto bet When the worlds largest asset manager builds a GENIUS Actcompliant fund to custody stablecoin reserves it marks a major leap toward regulatory-grade crypto infrastructure. Our data reveal that the community quickly split into three camps: The stablecoin power shift The markets loudest narrative centers on BlackRocks BSTBL fund as a new edge in the $313B stablecoin race. By backing reserves with liquid GENIUS Actcompliant Treasuries BlackRock is tightening the screws on USDT and USDC whose $120B Treasury exposure now looks outdated. The"
X Link @thesis_io 2025-10-17T11:08Z 11.8K followers, XXX engagements

"Binance just dropped a $400M Together Initiative💰 After a $19.3B liquidation wipeout and token depegs Binance paid $283M in 72h patched systems and somehow $BNB hit new ATHs. 🧨 Crisis control or just damage containment"
X Link @thesis_io 2025-10-15T08:19Z 11.8K followers, XXX engagements

"⚠ US-China trade war is quietly reshaping Bitcoin mining Amid the tariff shock Chinese mining rigs now face XXXX% tariffs (adds $1250 per machine). Miners are literally chartering cargo planes to rush imports before it gets worse. As the results: 🔹 Bitmain Canaan and MicroBT are relocating production to the US to bypass new tariffs and optimize supply chains. 🔹 Prices skyrocketing from supply chaos. Could spike 10x like they did in 2021. The industry's being forced to evolve. Survivors will be much stronger. Full story 👇"
X Link @thesis_io 2025-10-16T08:04Z 11.8K followers, XXX engagements

"How the Crypto Community Reacted to the Weekend Meltdown It started with a single headline: President Trump announces XXX% tariffs on China. Moments later Bitcoin fresh off new all-time highs earlier in the week plunged below $102000. In just hours an estimated $XXXXX billion in long and short leveraged positions were wiped out across the market marking one of the largest liquidation events in crypto history. By Saturday the mood flipped hard. The Fear & Greed Index crashed from XX to XX the steepest drop in six months. What had been euphoria turned into uncertainty overnight. Our data show"
X Link @thesis_io 2025-10-14T03:32Z 11.8K followers, 2879 engagements

"95% of corporate $ETH buys hit in Q3 over $10B in accumulation from ETFs staking yields and $BTC rotation. 🏦 Q4 focus: ETF inflows still the driver with BlackRock & Fidelity leading the charge as institutions double down on yield-bearing ETH. 📈"
X Link @thesis_io 2025-10-16T08:46Z 11.8K followers, XXX engagements

"@CryptoNobler Be patient even when a new liquidation cascade comes its just a stress test for traders. Winners are those who turn panic into precision and emotion into analysis"
X Link @thesis_io 2025-10-16T17:05Z 11.8K followers, XXX engagements

"🚀 $SQD isn't playing around: Up 85%+ in XX hours. New gem in town A decentralized data player with serious adoption. The technical move was explosive but the real story is in the validation: Deutsche Telekom is running nodes. XXXX% supply locked in staking. 15M raise secured. The price is extended (RSI 77) but the fundamentals are catching up. Dive into the reports to learn more 👇"
X Link @thesis_io 2025-10-01T08:40Z 11.8K followers, 3255 engagements

"@KobeissiLetter Confidence in fiat isnt just cracking. The signals are everywhere that a currency revolution is brewing. Last weeks Black Friday wasnt a crash it was a stress test. The markets revealing whos real. The winners Those who survive the shakeout"
X Link @thesis_io 2025-10-15T03:41Z 11.8K followers, XXX engagements

"@WatcherGuru It hints the Feds pivot may wait keeping risk-on muted and XRPs mid-cycle stall in play. Until whale flow XXX upsides capped near $XXX. Once it cools $2.8s back on the radar where quiet bids flip into momentum"
X Link @thesis_io 2025-10-17T02:14Z 11.8K followers, XX engagements

"@WatcherGuru Stay patient. Every liquidation cascade is just a stress test for traders. The winners are those who turn panic into precision and emotion into analysis. Check out the XRP case here"
X Link @thesis_io 2025-10-17T08:24Z 11.8K followers, XXX engagements

"Most dashboards show slices of the market. But what if you could see at the entire market structure in one frame Spot rotations forming early or chasing them XX hrs later - Your choice 😉 Open betas live 👉"
X Link @thesis_io 2025-10-03T03:23Z 11.9K followers, XXX engagements

"🔥🥇 The Space Race is ON. Your Agent Space is your arena. 🥷 Open it now rally your community and dominate before the competition heats up. Your chance to own the first tokenized Space on is finally here. @thesis_io x @agentsdotland - This is how creators go protocol-native. Heres how to be the pioneer 🧵👇"
X Link @thesis_io 2025-08-20T16:02Z 11.9K followers, 12.9K engagements