
UPDATE 🚨 OVER $40BN HAS BEEN WIPED OUT FROM THE CRYPTO MARKET IN A MATTER OF HOURS https://t.co/sRISNByhzs
LATEST 🚨 Michael Saylor just said “Bitcoin could go to $1 and MicroStrategy would still not get liquidated, they will just keep buying more!” https://t.co/5BgZDexjBa
This is very clearly the case Don’t even need to frame it as a hypothetical If we want to increase L1 usage, lower the block times
I posted a bearish thesis on $ZEC when price was around $600 with analysis and data; willing to be wrong but at least I had a valid argument backed by my own assessment of data that I shared; open to...
Suddenly the $ZEC bull crowd is not so obnoxious and annoying. I'm not here to FUD charts. I'm here to provide unbiased analysis and hopefully help some people be able to better navigate the markets. 🤝
$ZEC Pretty straight forward. Gave you a blue print of exactly what was going to happen to this one. Following in $BNB's footsteps after parabola breakdown. Very simple stuff. https://t.co/P8P6wEPJgr
$ZEC Down it goes... https://t.co/z7B49TGKxN
Bitcoin and the end of Quantitative Tightening https://t.co/T5T9VPuUZe
Crypto industry is struggling to define what a "moat" is for open-source systems. It’s really hard It reminds me of when I was investing in open source back in the day. Most VCs didn’t believe you could monetize it until IBM...
I will be speaking at Binance Blockchain week in Dubai https://t.co/pQP9L93vdu
@VitalikButerin unbelievable you told people to go to L2s before and now you're telli.g them to go back
Are you guys not paying your crypto taxes?
Crypto consistently ends up as the lender of last resort for RWAs. Why? Demand: Prime borrowers stay in TradFi. It’s cheaper, deeper, and frictionless. Supply: Crypto investors yawn at sub-10% yields So the only borrowers left are the bottom of the pile who...
I generally agree with this in theory, but not in practice In practice, every liquid fund manager I speak to says they will not even consider buying a liquid name until the token is at least 50% vested. Just an outright...
I think that this cycle is far from over. No indicator has peaked. No retail interest. No extreme overvaluation, while Gold and other commodities have shown this. Nothing. Just, a time-based assumption that $BTC has peaked. I don't think so.
THE BITCOIN CME GAP WILL OPEN AT $91,500 TONIGHT 🚨 https://t.co/dLsFQiKcTG
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@VitalikButerin Is it cause of much of L2s or crypto is dying?
It's like a ghost town during this stage in time. I've only seen this twice before. - During 2019, the final stages of the bear market in that cycle. - During the early months of 2023. Both of these periods have resulted into being...
BREAKING 🚨 STRATEGY CEO PHONG LE REVEALS WHEN THE COMPANY WOULD SELL BITCOIN IN THE SCENARIO THE COMPANY’S STOCK FALLS BELOW NET ASSET VALUE AND FUNDING OPTIONS DISAPPEAR, IT WOULD THEN POTENTIALLY SELL SOME https://t.co/x0iVQ79pcd
AI inference and data processing within contract execution flow Only possible on NEAR
@VitalikButerin Hope it remains same during high volume nft mint
BULLISH 🐂 TETHER HAD ~$7BN IN EXCESS EQUITY ON TOP OF THE ~$184.5BN $USDT RESERVES AT THE END OF Q3, WITH TOTAL RESERVES OF ~$215BN THE COMPANY IS PULLING IN $500M IN PROFIT A MONTH FROM TREASURY YIELDS ALONE https://t.co/f2w8WaMLFe
You can just build on L1.
CME needs to decentralize their sequencer https://t.co/A1OsESsvrq
The #Bitcoin dominance is comparable to the 2019 period. It's currently trending down, and has rejected at the 20-Week MA. I would expect this to happen again, and that we continue to fall going into 2026. https://t.co/ZWb2gX1ps1
Landing a solana transaction has a thac0 of -1
"Energy is the true currency. Bitcoin is based on energy." - @ElonMusk https://t.co/BXsGZtBSO0
Markets today are increasingly short-term and momentum-driven. Everything moves fast, everyone’s online, and you don’t need a banker anymore when you can try to be Soros from your phone. Investors (institutions and retail) care more about growth than value Crypto is...
Demand isn’t low. It’s actually higher than it’s ever been but the application maturity means that users can achieve their goals with much less onchain arbitrage activity.
Bitcoin is for Everyone “This book is clear, engaging and essential for anyone wanting to grasp the profound implications of the transition the world is going through.” — Jeff Booth Order your copy today! Link in thread. https://t.co/WOrNyNqZdX
As far as I can tell, REV is immature applications that leak value to block producers + Reflexivity around price from adoption. ——— This is the best we can do for a valuation methodology?
BREAKING 🚨 ELON MUSK SAYS BITCOIN IS A TRUE CURRENCY AS IT IS "BASED ON ENERGY" https://t.co/JRqeJ5SvsU
Polymarket is on a generational run!
A massive bullish divergence indicating that the markets are currently accumulating. $ARB is another example. It's currently sitting at a bullish divergence which have been created since the beginning of '25. Once this one turns, that's going to bring a massive upwards...
The Cosmos ATOM valuation thesis is essentially is that having an effective firm accruing value the token kickstarts other users of the technology coordinating and accruing value to the token . This ultimately a similar thesis to Hyperliquid. The focus of Hyperliquid...
MARKET UPDATE🚨 BITCOIN WEEKLY CANDLE SET TO CLOSE GREEN AFTER FOUR CONSECUTIVE RED CANDLES https://t.co/zpnHLsPLbF
Probably the strongest bull case for $ATOM is that what tokens need right now are more business model innovations, less tech innovations. Cosmos represents the furtherest of NF in trying to capture the network effects in blockchains without simply relying on...
Tether, Binance, and Strategy FUD all in the last 24 hours. X Algo circulating the FUD at rates never seen. HIGHER https://t.co/XB3MZ9y1Uf
$SOL is moving today 📈 It's up more than Bitcoin and ETH https://t.co/YUHy8Y6bYq
JUST IN 🚨 ARTHUR HAYES HAS RAISED SOME CONCERNS REGARDING TETHER'S INCREASED MOVE INTO BITCOIN AND GOLD, POSTING: "A ROUGHLY 30% DECLINE IN THE GOLD + $BTC POSITION WOULD WIPE OUT THEIR EQUITY, AND THEN USDT WOULD BE IN THEORY INSOLVENT"...
The fair value of #Bitcoin, based on liquidity, is $165K. It's currently sitting at $90K. The biggest mispriced condition we've seen in a long time in the markets. The previous comparable periods are: COVID-19, FTX crash and 2018 bottom. https://t.co/rjqJh8yhe1
Bitcoin is about to close one of its worst Novembers And historically, every red November has been followed by a red December. Will history repeat itself? What's your prediction for Bitcoin by the end of the year? https://t.co/KYVpAig73k
There’s so much pessimism and short-term thinking on cryptoassets these days that the R/R is tilting towards optimism and long-term, sized, high-conviction positions in distressed, public, cryptoassets. That said, the time isn’t yet now, imo. I shared my view @...
Big closes for $BTC today, W & M 👀
@VitalikButerin privacy first governance, zk votes and reputation delegations, fam
Mini move upwards on $BTC. I don't think we'll crack it today, we never do on Sunday, as those are usually fake moves. However, I do expect the breakout upwards to happen in the coming 1-2 weeks as we're on edge of...
FWIW I’ve been advocating for 100% day 1 unlock for years with port cos Only way to get true price discovery The team that came closest to doing this was… Solana! One massive cliff at month 9
The Existential Quantum Threat to Bitcoin: Imagine you're the CEO of a company worth $2T. Now, imagine your CTO tells you there's a 0.01% chance that over the next decade, a technology (quantum computer) will destroy your only product...
BREAKING 🚨 MICHAEL SAYLOR POSTS THE @MicroStrategy BITCOIN BUY TRACKER - HINTING THAT THE COMPANY HAS BOUGHT MORE https://t.co/nGlbUqgZbt