VC-level Briefing: How did DeSci lead the cryptocurrency market in a single day?

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PANews
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4 hours ago

Author: hoeem

Compiled by: Tim, PANews

You are reading this article because you want a venture capital-level research report on the DeSci sector, which has recently been the best-performing narrative in the crypto market, especially on August 7.

A bold idea, so keep reading. It only takes 5 minutes to finish, covering:

  1. What are the currently hottest DeSci tokens?
  2. Value discovery vs. mind share
  3. Funding rates
  4. Comparison of new and old tokens
  5. Mind distribution in the DeSci sector
  6. Smart followers vs. ordinary followers
  7. KOL accounts worth following in the DeSci sector

DeSci is the best-performing narrative segment today.

DeSci only accounts for 0.2% of the mind share in the entire crypto field, yes, just that, it's the small orange box in the lower right corner.

It is a fact that there is little attention, but that is not all, because if we take a closer look at the biggest winners in mind share increase over the past week, we will find DeSci at the top.

So, let's delve into this narrative. I hope you can go from knowing nothing about DeSci to deeply understanding the core relevant KOLs in this narrative and the sources of their influence. Now, let's begin.

1. What are the currently hottest DeSci tokens?

  • $BIO
  • $CRYO
  • $RIF
  • $URO
  • $YNE
  • $RSC

In the past 24 hours, BIO has maintained its leading position in the sector with over $400 million in trading volume, while other competing tokens have trading volumes ranging from $1 million to $4 million. If you notice BIO starting to surge, you might explore other tokens in the same category for potential catch-up, but this comes with high risk!

2. Value discovery vs. mind share

Let's take a look at mind share/FDV, which may help us discover some tokens that have a significant deviation in mind share compared to their FDV.

The following small-cap projects have great potential compared to their FDV:

3. Funding rates

Not all tokens on this list have funding rates, but it is clear that despite BIO experiencing a surge, some are still shorting it. This may indicate that the token still has room to rise, and the price could increase further.

4. Comparison of new and old tokens

Whenever a new narrative emerges in the market, newly launched tokens usually see larger gains, and the current market is no exception. Therefore, it is recommended to closely monitor these new tokens and other potential listings:

5. Mind distribution in the DeSci sector

  • $BIO-50%
  • $CRYO-21.43%
  • $LAKE-21.43%
  • $URO-7.14%

6. Smart followers vs. ordinary followers

Let's see which tokens have the smartest followers.

Now we can see the ratio of smart followers to ordinary followers and determine if they were early to notice a particular protocol:

7. KOL accounts worth following in the DeSci sector

Let's see who is actively participating in reviving the DeSci topic and who are the early participants in this trend, so you can follow them for the latest updates on DeSci and stay ahead in the narrative of the sector.

@zacxbt

@sjdedic

@paulkhls

@langeriuseth

@ViktorDefi

@0xSalazar

@this_investor

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