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Ryan Watkins
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Ryan Watkins
@RyanWatkins_
Co-Founder @SyncracyCapital | previously @MessariCrypto | Not financial advice. Disclaimer: syncracy.io/disclaimer
syncracy.io
Joined March 2016
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  • Pinned
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    Ryan Watkins
    @RyanWatkins_
    Jan 22
    Article cover image
    Article
    The Twighlight Zone: On the Cryptoeconomy in 2026 & Beyond
    Key Takeaways The asset class pulled forward expectations too far in 2021; since then valuations have been rationalizing and are now reasonable for quality assets As the U.S. regulatory environment...
    395K0395K
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    Ryan Watkins
    @RyanWatkins_
    Nov 27, 2021
    We deserve a bear market
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    Ryan Watkins
    @RyanWatkins_
    Feb 3, 2022
    NFTs be like
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    Ryan Watkins
    @RyanWatkins_
    Jan 24, 2022
    BREAKING: Web 3 investors fleeing into “work-2-earn” sector after violent market wide crash
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    Ryan Watkins
    @RyanWatkins_
    Jan 7, 2025
    “AI agents are a multi-trillion dollar opportunity.” — Jensen Huang, Nvidia CEO
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    897K0897K
  • user avatar
    Ryan Watkins
    @RyanWatkins_
    Jun 14, 2022
    RIP #Bitcoin
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    Ryan Watkins
    @RyanWatkins_
    Jan 19, 2021
    Ethereum's daily transaction volume is going parabolic. It now settles $12 billion in transactions daily - $3 billion more than Bitcoin. Imagine not being bullish $ETH.
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    Ryan Watkins
    @RyanWatkins_
    Aug 14, 2025
    Really incredible how many people recognize its late cycle and plan to sell the top this time. Surely everyone will be right.
    474K0474K
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    Ryan Watkins
    @RyanWatkins_
    Mar 5, 2025
    Hyperliquid Thesis Syncracy believes $HYPE possesses a unique revenue engine, combining an exchange and smart contract platform, that positions it to become the highest earning blockchain in the world. Our thesis on Hyperliquid’s "financial aggregator” opportunity. 1/
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    421K0421K
  • user avatar
    Ryan Watkins
    @RyanWatkins_
    Apr 22, 2021
    Send it. $ETH
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  • user avatar
    Ryan Watkins
    @RyanWatkins_
    Apr 21, 2021
    Ethereum settled $1.5 trillion in transactions in Q1 2021. That’s more than it’s previous 7 quarters combined.
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    Ryan Watkins
    @RyanWatkins_
    Nov 3, 2021
    Market suddenly realizing $ETH is a bet on: - Internet Money - The Metaverse - DeFi - NFTs - Web 3 All rolled into one powerful asset. $ETH is the center of the cryptoeconomy.
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    Ryan Watkins
    @RyanWatkins_
    Oct 1, 2021
    Axie Infinity now valued at $30 billion. Would put it among the top 5 most valuable video game companies in the world by market capitalization.
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    Ryan Watkins
    @RyanWatkins_
    Nov 12, 2024
    Solana now rivals Ethereum across nearly every key metric. Yet $SOL trades at just 33% the valuation of $ETH. Our Solana Thesis Part II: The Data-Driven Case for $SOL. 1/
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    455K0455K
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