प्री-लॉन्च अल्फा खोजें

प्री-लिक्विडिटी समझ

मैंने 2021 के बुल रन में सभी नए DeFi लॉन्च के पीछे मशीनदार महसूस करते हुए, ‘बड़े पत्थरों’ में हीरे ढूंढ़ना समझा।अब?यह ‘डेटा के समुद्र में सुई’ढ़ढ़ने के समान हुआ—जहाँ प्रति-बटवालों (bots)द्वारा ‘समुद्र’को पहचाना गया।

5 साल Wall Street में HFT मॉडलिंग के बाद, मुझे *प्रि-लिक्विडिटी*बुद्धि पर ध्यान केंद्रित करना सीखना पड़ा।खेल बदल गया:कम ‘मूनशॉट’,अधिक क्रमबद्ध सुधार।फिर?अभीभी ‘ऑउटलयर’—वह प्रोटोकॉल हैं,जो VC सपोर्ट,ओनचेनवर्क,और ‘कोई’टोकन मूल्यदबाव–इससे ₹30M+ TVL;₹1.4B+ market cap;₹2.6M+ daily volume.

#1: Kaito – मस्‍तिष्‍कचय (Mindshare)

Kaito…एक ‘थिमशेयर’ (mindshare) + data-driven insights = real intelligence.

Kaito’s free tier at yaps.kaito.ai projects by “mindshare” (not price or TVL), showing which protocols are gaining intellectual traction.

I scan the top 50 weekly—not for immediate buys but for narratives worth monitoring. Take Multipli: backed by Pantera and The Spartan Group, using BTC/RWA/USDC yield stacking with $70M TVL. No token yet—but it’s already building momentum.

Yes, KOLs get free access. But that doesn’t erase its signal strength—it just means you need to cross-check.

#2: Dexu AI – Sentiment & Smart Account Heatmap

While Kaito tells me who is talking about what, Dexu reveals how people are acting—and who actually has skin in the game.

Go to Dexu AI → Sector Analysis → Social trends. Filter by “New Projects” and adjust “Seniority” to see emerging chains like Soneium or Ink (Kraken’s L2). Then look at “X Smart Account Activity”: if whales are funding early deposits or deploying test contracts—this is code for silent commitment. e.g., Time.Fun: Solana-native community tool gaining traction via founder-led promotion and Coinbase Ventures backing. No token yet—but private DM response rates from VCs suggest high intent.

#3: 0xPPL – Watch Wallets Like Detectives

This one gets overlooked because it’s not flashy—but it’s gold for alpha hunters.

Unlike social media noise, 0xPPL shows what your favorite influencers actually buy. Link your X account + wallet (e.g., MetaMask), and you’ll see real-time transaction trails:

• When @DeFiWizard deposits into Steer Protocol,
• Or when @CryptoSage buys WETH on dYdX,
• Or when @VCAlpha stakes across three chains overnight. It exposes performative content vs actual capital allocation—a critical edge when most ‘news’ is marketing fluff.