DeFi Warhol

观点

DeFi Warhol

DeFi Warhol

03-12 04:21

Quantum computing decryption isn't hypothetical. As quantum computing advances, the data that was once encrypted will become readable. If infrastructure doesn't migrate on time, it risks exposing years of encryption history. @diamante_io just launched mainnet as the first quantum-resistant L1, designed with quantum-resistant cryptography from the start. Here's how they approach it: → Quantum-resistant encryption at genesis → Hybrid consensus for fast finality → EVM-compatible with native privacy Most existing chains were designed before quantum resistance became a concern, so teams aim to patch this up after the risk becomes obvious, as it's viewed as a low-priority risk. As a user myself, it's important that my data stays encrypted. Addressing it early can make the transition easier in the long run.
DeFi Warhol

DeFi Warhol

03-11 00:55

My Updated Research & Analytics Toolkit ↓ Onchain Data - @DefiLlama: DeFi analytics for TVL, fees, revenue, and chain activity across crypto. - @artemis: Fundamental analytics platform for onchain activity and real protocols usage. - @nansen_ai: Smart money analytics platform tracking wallets and money flows. - @arkham: Intelligence platform linking & tracking wallets to real-world entities. - @tokenterminal: Fundamental data terminal for protocols and chains. - @Dune: SQL-based analytics platform for building and sharing onchain dashboards. - @bubblemaps: Visual tool mapping token holder clusters and wallet connections. Market & Tokenomics Data - @coingecko: Crypto price aggregator for tokens, exchanges, and market metrics. - @CoinMarketCap: Market data platform tracking crypto prices, rankings, and token stats. - @Tokenomist_ai: Tokenomics analytics platform tracking token unlocks and emissions. - @coinglass_com: Derivatives analytics platform tracking futures volume, OI, liquidations, etc. Prediction Market Data @poly_data: Analytics dashboard for tracking Polymarket market activity and performance. @Polysights: Data platform analyzing traders across Polymarket markets. @parsec_finance: Real-time crypto analytics terminal for market and onchain data. @predictingtop: Analytics account across prediction markets. @PolycoolApp: Tool surfacing trending markets and insights on Polymarket. Fundamental Research @Delphi_Digital: Crypto research firm & VC with deep industry reports. @FourPillarsFP: Asia-focused crypto research firm for markets and protocols. @MessariCrypto: Institutional crypto research and data platform. @blockworksres: Institutional-grade crypto research from Blockworks. @Kairos_Res: Independent research firm for crypto narratives & trends. Did I miss anything? Hope you enjoyed this post and found some new VALUABLE information. If you wanna support me, I'd appreciate a like, reply, and RT <3
DeFi Warhol

DeFi Warhol

03-08 17:18

Long term holders are getting rekt. $BTC that hasn’t moved much in ~155+ days. When these holders start selling at a loss, it’s usually not a quick dip. It’s real pressure in the market. The LTH (Long Term Holder) PnL Ratio has been below 1 since late Jan, which means long term holders are selling more at a loss than in profit. Crazy. In a normal dip, this ratio usually stays above 1 because strong hands are still selling in profit. → Jan 17 was peak profit-taking → Early Feb was heavy loss-selling → In March its still below 1, so the pressure isn’t gone This market can’t hold upside for long. Hopefully this changes.
DeFi Warhol

DeFi Warhol

02-12 19:16

Most people think @coinbase is top-2 or top-3 by volume. It's actually #8. Here are the 2025 CEX industry leaders: - @binance - 39.2% - @Bybit_Official - 8.1% - @MEXC_Official - 7.8% - @coinbase - 6.1% Binance kept its dominance with 39.2% market share, despite the -0.5% drop in volume from 2024. MEXC was the fastest-growing exchange in 2025, with a +90.9% increase from 2024 – this is mainly due to their zero-fee policy that attracts traders and retail users. Bybit slowly recovered its dominance since the 2025 February hack to finish #2 with $1.5 trillion in annual volume. Their market share fell to 8.1% in March, but climbed back steadily through year-end. Most exchanges (6 out of 10) grew volume in 2025, pushing the combined top 10 volume up 7.8% from 2024. Felt the need to share this, as Coinbase's brand perception doesn't match its actual market position