Ecosystem plays for the cycle: EigenLayer, Monad, Berachain, Wormhole
Thread282 words
Short list of ecosystems expected to lead the bull run, with the strategy of taking leveraged exposure through an ecosystem's native DEX instead of the L1, which can have more upside but also more risk.
Key claims
BERA likely will not launch on 420 after all
Ecosystem plays are leveraged bets on the underlying chain
Despite the "dip" we stand at the beginning of an epic bull cycle 馃幆
Life-changing opportunities are in the market right now and you can still be position yourself early
A few select ecosystems will enter hyper-growth in the next months & be the epicentres of the bull
Alpha-馃У
I will give you a rundown of some of the key ecosystems you should be watching this cycle.
The research provided here aims to empower you to DYOR and make some bets on emerging protocols.
LFG 馃殌
At the center of the bullrun stands the @eigencloud / restaking narrative.
x.com/zerokn0wledge_/status/1778314512044851529
Another ecosystem to watch is @monad_xyz.
x.com/zerokn0wledge_/status/1777957512161153178
Just like @berachain, which is another mega-hyped L1 that is launching soon.
Won't launch n 420 after all though I think. Was a bit too optimistic on that front.
x.com/zerokn0wledge_/status/1777662782751785092
There is also the @Wormhole ecosystem, which has some very interesting protocols.
x.com/zerokn0wledge_/status/1776094881607503978
Ecosystem plays are often leveraged bets on the underlying chain.
Example: If you're bullish @berachain it can make sense to seek exposure to the native DEX that has a much lower valuation than the L1 & maybe even more upside potential.
However, it comes with more risk as well.
For me personally though, this is a strategy I often use when new ecosystems emerge and start to gain traction.
Start to DYOR and identify the plays you believe in anon. The time to position yourself is now.
That's a wrap for today! I hope you've found this thread helpful! 馃
Make sure to follow me @zerokn0wledge_ and stay ahead of the curve as I will cover other ecosystems too in the coming weeks!
Like/Repost of the below post is also highly appreciated! 馃檹馃憞
What came next 路 since 14 Apr 2024
Since then
Zero has written 22 more pieces on EigenLayer since this one.