Shiro
@CryptoShiro_
Former Research Analyst for a VC | Alpha Channel 💎 t.me/shiroalpha | Curatooor & Threadooor | Follow for Alpha & Knowledge
Sonic $S Ecosystem Booming
Sonic $S and its Ecosystem are booming!
It's making a huge comeback since the rebranding.
• Sonic crossed $1B DEX Volume
• Sonic's TVL is over $550M
• Airdrop is coming 🪂
If you faded, it's not too late.
Here is a recap ↓ 🧵
Unlocking High Rewards in Mantle's DeFi Ecosystem
Yield Opportunity 💎
Mantle's ecosystem is buzzing.
The Rewards Station in DeFi is a game-changer.
Mantle's key proposition is High Yield & High Rewards.
And it's bullish for $MNT.
The Best Opportunities 👇🧵
Are We Still Early in Crypto?
Are we still early?
Yes, we are still early.
Even though it might feel like things are going crazy here and everything in our lives revolves around crypto. It’s important to step back and realize that this isn’t the reality for most people.
We're maybe not early anymore in the current cycle, but we're early in Crypto in general.
With the most recent estimates, only about 4 to 8% of the population are Crypto Users.
And a Crypto User is a vast term.
It could be someone like us here with a big share of our net worth in crypto, deeply immersed in DeFi protocols, staking, yield farming, trading memecoins, using many different allets & Blockchains, embracing the full spectrum of what crypto has to offer.
Or, it could be someone who just holds $10 worth of DOGE in a CEX. That's still a crypto user, and that's still something.
We’re starting to see increasing interest from institutions and companies. Corporate treasuries are diversifying into crypto, venture capital is pouring into blockchain projects, and even traditional financial institutions are experimenting with DeFi and tokenized assets.
However, mass adoption among individuals is the real tipping point.
We need an easier access to Crypto, and actually useful dApps.
But we also need tools, education, and seamless experiences to bring crypto to the broader population.
Adoption isn’t just about users buying crypto; it’s about people integrating blockchain into their everyday lives—using it for payments, gaming, social networks, identity, and more.
The numbers we’re looking at today—4% to 8%—could look tiny in hindsight when we revisit them a few years from now. 🫡
Are We Still Early in Crypto?
Are we still early?
Yes, we are still early.
Even though it might feel like things are going crazy here and everything in our lives revolves around crypto. It’s important to step back and realize that this isn’t the reality for most people.
We're maybe not early anymore in the current cycle, but we're early in Crypto in general.
With the most recent estimations, only about 4 to 8% of the population are Crypto Users.
And a Crypto User is a vast term.
It could be someone like us here with a big share of our net worth in crypto, deeply immersed in DeFi protocols, staking, yield farming, trading memecoins, using many different allets & Blockchains, embracing the full spectrum of what crypto has to offer.
Or, it could be someone who just holds $10 worth of DOGE in a CEX. That's still a crypto user, and that's still something.
We’re starting to see increasing interest from institutions and companies. Corporate treasuries are diversifying into crypto, venture capital is pouring into blockchain projects, and even traditional financial institutions are experimenting with DeFi and tokenized assets.
However, mass adoption among individuals is the real tipping point.
We need an easier access to Crypto, and actually useful dApps.
But we also need tools, education, and seamless experiences to bring crypto to the broader population.
Adoption isn’t just about users buying crypto; it’s about people integrating blockchain into their everyday lives—using it for payments, gaming, social networks, identity, and more.
The numbers we’re looking at today—4% to 8%—could look tiny in hindsight when we revisit them a few years from now. 🫡
Governments' Bitcoin Holdings
Gm 🫡
El Salvador and Bhutan are currently the only countries officially purchasing Bitcoin.
$BTC holdings in other countries are due to confiscation.
But things are about to change with the Strategic Bitcoin Reserve the US will most likely create, as promised by Trump.
And it seems very likely that other countries are accumulating BTC unofficially.
Especially countries such as Qatar or UAE that have shown interest in blockchain innovations, digital currencies, and crypto-based financial services to modernize and diversify their economies.
Once the US has taken the first step, it's a safe bet that many other countries will officially accumulate BTC as a reserve asset.
Things are just getting started!