
I started following sein sometime in late 2023 after seeing one of their threads on EigenLayer go semi-viral, and honestly, it was one of the better rabbit holes I’ve gone down. What stood out to me right away was how grounded their takes were. No buzzword soup or vague speculation — just solid, well-thought-out commentary. They’re the kind of account that doesn’t post constantly, but when they do, it’s usually something useful — whether that’s breaking down a protocol, flagging something going under the radar, or just offering a contrarian view that actually makes sense. A few times now I’ve followed their research into smaller projects and ended up ahead of the crowd, which is rare. That said, not everything hits — sometimes the timing feels off, or a project they’re bullish on ends up fading — but that’s part of the game. What I respect is they don’t delete tweets or pretend to be right all the time. Feels honest.
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