One of the most important reasons for @placeholdervc to back @monad early was @keoneHD was obviously extremely thoughtful and high-integrity. The blockchains that persist will all have this common, founding chord.
“Bitcoin and gold trend together, but they cycle apart.” 🤯 Excellent pod from @crossbordercap & @RyanSAdams @Bankless. Learned many nuances about global liquidity & debt from this deep dive. https://t.co/gpyiCCW4FL
BTC ETF hodlers on track to learn about bitcoin volatility the hard way https://t.co/ZKtKR2KAx4
The era of DAT selling has only begun, just as we went up, so too will we go down.

In the dying breaths of this cycle it doesn't so much matter what $ZEC goes to in $USD terms from here; enough good work has already been done there. It does matter, however, at the next bottom where $ZECBTC &...
The unfortunate truth is many alts are likely to revisit their 10/10 wick lows before this is all said and done.
Bull markets top when good news no longer causes rallies, just as bear markets bottom when bad news no longer causes drops. No view on $HOOD, just an overall market observation.
No cryptoasset escapes for long if $BTC keeps going down.
Recording with @RaoulGMI on Thursday, should be a good chat
Good board meeting with @2xdog & @JapanDeepValue1 today, we agree liquidity tides will turn, but fear it will come a bit too late, and be less stimulative to asset prices than 2021 was, as its delivery will be different. Considering...
There are smart people, with good reasons, who lean bullish here. There are also smart people, with good reasons, who lean bearish. No doubt, it's a divided market. You have to decide for yourself, and be able to recover or...
But note that we've been in the current top range for months for $BTC, $ETH and $SOL.
Top ranges often last for a while, as do bottom ranges.
“Since March, the administration has authorized the Treasury to retain seized digital assets as part of a Strategic #Bitcoin Reserve… with the Prince Group seizure, that reserve just grew 64% overnight, reaching ~3.5% of the U.S. gold stockpile in dollar...

$BTC lost the 200D, now to see if it can hold the 50W (~$100K), which we have held since the bull began. If you're a bull, that's the line you need to hold. https://t.co/E5bW4ep3oJ
Private market valuations like these have always come near the top for crypto.
Ease of exchange & wallet integration is hugely important for developing liquidity, many L1s have faced this issue.

Increasingly convinced last Friday's massacre broke crypto for a while - hard to quickly develop a sustained bid, after such a meltdown. This cycle has been disappointing for most, which can paralyze action as people hope for bluer skies, or...