Get live statistics and analysis of Tom Dunleavy's profile on X / Twitter

Head of Venture @ Varys Capital | Ex: Sr. Analyst @ Messari | CFA/CAIA | NFA | TG: dunleavy89 for dms

3k following21k followers

The Analyst

Tom Dunleavy is a data-driven venture leader who breaks down complex crypto market dynamics with clarity and insight. With a strong background as a senior analyst and credentials like CFA/CAIA, Tom commands authority in financial and crypto investing trends. His tweets make intricate market mechanisms digestible while forecasting bold crypto futures.

Impressions
14.8k186
$2.78
Likes
242
73%
Retweets
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Replies
62
18%
Bookmarks
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9%

Tom tweets so much about crypto you’d think he was single-handedly pumping the market—maybe take a breath before turning the next $120B flow into an all-night tweetstorm, Tom! Even algorithms need a coffee break.

Tom’s biggest win is spotlighting the impact of 401(k) allocations on crypto markets way before it became mainstream, positioning himself as a thought leader predicting multi-trillion-dollar fund flows that others are only now waking up to.

Tom’s life purpose revolves around educating and influencing the crypto investment landscape by applying rigorous financial analysis and forecasting to unlock market potential. He aims to bring crypto into mainstream portfolio strategies, helping investors understand the structural impacts of crypto adoption on traditional finance.

Tom values transparency, data-backed insights, and the transformative power of new financial technologies like crypto in reshaping traditional markets. He believes steady, informed investment is key to market resilience and sees adoption in retirement vehicles as a crucial step towards long-term crypto integration.

Tom’s key strengths lie in his quantitative analysis, ability to synthesize large data sets, and communicate actionable crypto investment insights. His authoritative voice backed by top-tier credentials lends credibility and influence in the crypto and finance communities.

Tom’s intense focus on data and analysis sometimes risks alienating less finance-savvy audiences, making his content dense for newcomers. Also, his high tweet volume could dilute his message, creating challenges in maintaining audience engagement without overwhelm.

To grow his audience on X, Tom should blend his deep-dive analytics with more accessible ‘teachable moments’ and anecdotes. Engaging more conversationally, inviting debate, and simplifying jargon will broaden his reach beyond hardcore finance buffs.

Fun fact: Tom’s deep dive into 401(k) allocations reshaping the crypto market reveals he’s not just watching the space—he’s anticipating multi-hundred-billion-dollar flows and using this to forecast crypto’s next big leaps!

Top tweets of Tom Dunleavy

ETH will hit $10k by the end of 2026 .@KyleSamani and I just booked a wager here Official Terms: ETH must hit $10k intraday on any major exchange (Binance, Coinbase, or similar) by 12/31/2026. 3-1 odds. This message will serve as the receipt, so we don't need to bother @cobie

161k

No project in crypto needs to raise over $10m. Full stop. I frankly think alot of these big projects (@berachain , @monad_xyz , @AbstractChain, @infinex_app, @movementlabsxyz etc) get their valuations strictly because of the need for BIG capital allocations from large VCs. When big VCs raise $300m+ there is functionally no way to deploy it unless you write some $20m+ checks. Even if you are doing $5m allocations you would have to invest in 60 projects (and dd 1000+) These are great projects but there is no fucking way they need this much money. Monad: $248m raised Berachain: $100 raised Movement labs: $140m raised MegaEth: $20m raised (awesome exception!) What protocols actually need $20m in capital in a business with marginal fixed costs that are extremely lower and just getting lower with AI? We're effectively funding these start up with 5+ years runway...when they also get additional runway on token launch. This creates terrible motivation incentives for the team. The valuations associated with big capital intakes set the bar so high that they are priced for perfection for what their user and revenue metrics will be 10 years in the future. If you admit the industry isn't ready for these kind of rounds you have to return capital and not charge mgmt fees. These project valuations are directly a transfer from VC LPs into marketing and yield farmers for these projects because you have no need to spend the money on anything else! No more raises over $10m. No more FDVs over $100m. Retail wins. Price discovery wins. Product market fit wins.

184k

Your comprehensive DePIN guide for 2024 and beyond This free report from @buildwithMV contains: -30+ pages of analysis -8 market maps -100s of protocols discussed -Detailed investment frameworks proposed Link in the last tweet. TLDR in the next few (We did our best to include as many projects as possible, shoot me a DM if we missed you and will add!)

100k

Most engaged tweets of Tom Dunleavy

ETH will hit $10k by the end of 2026 .@KyleSamani and I just booked a wager here Official Terms: ETH must hit $10k intraday on any major exchange (Binance, Coinbase, or similar) by 12/31/2026. 3-1 odds. This message will serve as the receipt, so we don't need to bother @cobie

161k

No project in crypto needs to raise over $10m. Full stop. I frankly think alot of these big projects (@berachain , @monad_xyz , @AbstractChain, @infinex_app, @movementlabsxyz etc) get their valuations strictly because of the need for BIG capital allocations from large VCs. When big VCs raise $300m+ there is functionally no way to deploy it unless you write some $20m+ checks. Even if you are doing $5m allocations you would have to invest in 60 projects (and dd 1000+) These are great projects but there is no fucking way they need this much money. Monad: $248m raised Berachain: $100 raised Movement labs: $140m raised MegaEth: $20m raised (awesome exception!) What protocols actually need $20m in capital in a business with marginal fixed costs that are extremely lower and just getting lower with AI? We're effectively funding these start up with 5+ years runway...when they also get additional runway on token launch. This creates terrible motivation incentives for the team. The valuations associated with big capital intakes set the bar so high that they are priced for perfection for what their user and revenue metrics will be 10 years in the future. If you admit the industry isn't ready for these kind of rounds you have to return capital and not charge mgmt fees. These project valuations are directly a transfer from VC LPs into marketing and yield farmers for these projects because you have no need to spend the money on anything else! No more raises over $10m. No more FDVs over $100m. Retail wins. Price discovery wins. Product market fit wins.

184k

Your comprehensive DePIN guide for 2024 and beyond This free report from @buildwithMV contains: -30+ pages of analysis -8 market maps -100s of protocols discussed -Detailed investment frameworks proposed Link in the last tweet. TLDR in the next few (We did our best to include as many projects as possible, shoot me a DM if we missed you and will add!)

100k

Some personal news This is my last week at MV. It's been an awesome ride with the team here, investing in fantastic businesses like @GunzillaGames , @peaq , and so many others. I know the team will continue to execute at a high level, investing ahead of the curve. I'll be staying within crypto venture and excited to have a BIG focus on deployment for the rest of 2025. Please reach out if you are looking for pre-seed/seed funding. I'll share my new landing spot soon🤘

11k

How to get back in shape I got REALLY out of shape the last few years trading the trenches. 2 kids and a full time job are tough on the body but the last 12 months I decided to lock back in and wanted to give a quick rundown for those who are in a similar spot. At 35 if I can do it you can too. 20%-> 9% body fat. Full routine Meals Breakfast: Venti cold brew. Protein bar. Animal pak vitamins and fish oil. (200 cals). Turkey egg white and cheese on the weekends with English muffin (500 cals) Lunch: Caesar salad (light dressing) with extra grilled chx, turkey sandwich, or just breaded chicken from the freezer (700 cals) Snack: protein shake w/ 2.5g creatine and some goldfish or whatever the kids didn't eat (300 cals) Dinner: Chicken or turkey based meal with veggies (burger or meatballs) (700-1200). Fish if you like it but I personally hate fish. Desert: fruit ice pop (200 cals) Alcohol: personally cut out during this period but can do a few diet and vodka drinks if you stay at a reasonable calorie level. Beer = gut. All in 2100-2600 calories. 130-150g protein. Currently at 160 pounds. Ideally you could do more protein to hit 1g per pound of body weight but imo it's pretty tough. With the workout routine below you are easily burning 3k cals so always cutting. Workout 45 mins of cardio everyday. Target 120-130 bps heart rate. I like the elliptical so I can read or answer messages. 60 mins when not doing other muscles. No excuses. 7 days a week. If you can't do this, get a walking treadmill. $200 bucks on Amazon. One body part per day. 30-45 mins. Chest, back, arms, shoulders and legs. Abs every other day. 12-15 sets. Chest -flatbench 1x warm up. 5x for 5 sets. Increase by 2.5 pounds weekly for your last 2 sets -3x incline -3x decline -2x pullovers (secret sauce here) -3x flies Back -3x weight pull ups -3x wide grip rows -3x close grip rows -3x dead lifts Arms -4x peacher curls (best) -4x dips or close grip bench -3x hammer curls -3x rope pull downs -3x straight curls -3x reverse push downs Superset to keep heart rate up Shoulders -4x press -3x side row -3 front row -3x back row -3x Arnold's (secret sauce) Legs -3x squats (I'm terrible tbh) -3x kick outs -3x hamstring curls -3x calve lifts -Max bench 255 @ 160 body weight up from 170. -150 curls up from 90 -35 pull ups. Up from 10. Hesitant to post this given the pics but hopefully want to get some others on the fitness journey We have a huge advantage in our industry that we can do most of our work from our phones, take advantage of it and spend 1-1.5 hours a day to get healthy!🚀

18k

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