According to @MilkRoadDaily, @avichal of Electric Capital states that BTC is a store of value and ETH is where the future of global capital markets will be based, source: @MilkRoadDaily. This frames a trading thesis that separates BTC as digital store-of-value exposure and ETH as the programmable base layer for capital markets infrastructure, source: @MilkRoadDaily. Allocation decisions following this thesis would treat BTC as macro SoV exposure and ETH as growth and utility exposure tied to tokenized assets and on-chain finance, as characterized by the source, source: @MilkRoadDaily.

According to @1HowardWu, the crypto industry has achieved product-market fit in trading, DeFi, and NFTs despite lacking fundamental privacy, underscoring a structural gap in current on-chain infrastructure, source: @1HowardWu on X, Aug 12, 2025. He states that enabling Web2-like private smart contracts could trigger an explosion of new applications across the stack, source: @1HowardWu on X, Aug 12, 2025. For market participants, his thesis positions private smart contracts as a core primitive to watch that could reshape how trading, DeFi, and NFT activity are built once privacy is available, source: @1HowardWu on X, Aug 12, 2025.

According to @deanmlittle on Twitter, a recent discussion between a developer and an experienced trading professional led to the validation of key trading theses, highlighting the importance of bridging development perspective with trading strategies. This exchange underscores the value of technical insights in creating actionable crypto trading strategies, offering traders a unique edge when integrating developer expertise into their market approach. Source: @deanmlittle, Twitter, May 24, 2025.

According to Miles Deutscher, traders can maximize insights from DeFiLlama’s on-chain data by filtering and interpreting the data using ChatGPT. This 4-step analytical framework involves summarizing data, explaining each DeFi protocol, forming actionable trading theses, and identifying market trends based on verifiable metrics (source: Twitter, @milesdeutscher, May 20, 2025). This structured approach helps traders evaluate protocol growth, liquidity shifts, and ecosystem momentum, enabling more informed decisions on token allocations, risk management, and identification of outperforming sectors in the crypto market.