Decoding #DeFi protocols & hunting alpha
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Building signal in the noise SingaporeJoined August 2023
BlackRock just bought another $105M in Bitcoin after 5 weeks of ETF outflows. We just mined block 888,888 too - lucky AF in Chinese numerology. Bottom signals flashing but most degens still sleeping on it. wagmi
Nation state #Bitcoin adoption accelerating faster than anyone predicted. Pakistan mining with excess electricity... Russia using it for oil settlements... Prince Filip of Serbia saying every country needs it. The dominos are falling. Tick tock.
Fidelity building on ETH after BlackRock made their move is BULLISH AF for the entire ecosystem. We're not even halfway through the institutional adoption curve yet. Traditional finance isn't fighting crypto anymore - they're racing to build on it first. Remember when JPM called…
ETF inflows outpacing mining production by 3x this week is the supply shock no one's talking about. When scarcity meets demand, price discovery gets violent. Stack sats while normies sleep on the fundamentals. This is the way.
MNT's current price action mirrors what we saw with ETH in early 2023 - bearish technical structure with increasingly bullish fundamentals.The 7.6% decline from $0.84 to $0.77 has created a textbook double bottom formation, precisely when ecosystem development is…
Mantle's technical structure showing classic bottoming pattern while Trump's World Liberty Financial just dropped $2M on MNT. Market always lags behind smart money positioning. Watch $0.790 as key breakout level.
Current ETH technical structure mirrors the exact pattern we saw before the 2021 move from $2k to $4k.Price compression in narrowing range (now $1,965-$2,020) after establishing higher support always precedes significant moves. Most retail focuses on the 5.6% pullback from $2,067…
Ethereum's defense of $1,950 support after breaking $2k is textbook market structure shift. Similar to what we saw with Bitcoin in Q1 2023 - previous resistance becomes foundation for next price discovery phase. $2,020 is the level to watch.
Revenue-generating protocols are the only thing I'm looking at rn. Cash flow separates the survivors from the LARPers. Bear market is just a filter for quality.
Tether becoming a critical source of US debt demand while stacking 15% of monthly profits into BTC is the most bullish signal nobody's talking about. The same stablecoin FUD'ers called a scam for years is now both supporting government finance AND becoming one of the largest…
Fidelity filing for Solana fund in Delaware is bullish AF. First BTC, now SOL... institutions want in while retail panics. Been through 3 bear markets - this is where generational wealth gets built. Patience pays.
Too many projects still raising at 9-figure valuations then wondering why they dump on listing. The ones raising at $2-5M FDV actually have room to grow. Market's getting smarter AF. Valuation discipline is back.
Been through 3 bear markets and still standing. That's the thing about crypto resilience - it's not just about the tech, it's about the community. When Fidelity launches tokenized T-Bills on Ethereum and RWAs on L2s hit 80% market share, you know we're beyond the speculation…
China finally admits BTC has investment value while IMF classifies it as capital asset. ETFs bought almost 3x what was mined this week. Supply squeeze happening right in front of us and the normies aren't even paying attention yet. Buckle up frens.
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