Seeing some absolute BS on the timeline again.
- $BTC top is in
- Stock market about to nuke
- Cycle over
but im not worried at all and the reason is simple, because I'm looking at the liquidity, and it's going up as usual
This week both Global M2 and US M2 hit a new ATH and…
Yes, Sept is historically the worst month.
But what everyone fails to say, is that Sept is followed by Bitcoin’s two strongest months:
• October: +21.2% median return (best month of the year)
• November: +10.8% (third best after Feb)
Higher.
$ETH has large ETF inflows, DATs buying, and HL whale publicly rotating billions of BTC into ETH.
Price still flat. Why?
Retail is selling:
• 100–1k ETH holders dumping
• 10k–100k whales loading fast
Supply moving from weak to strong hands. Same setup before every big run.
Every bull run, a Korean token pumps, thanks to a simple but powerful narrative:
• 2018: Icon $ICX - Ethereum of Korea
• 2021: Terra $LUNA - Decentralized stablecoin & high yield
This cycle? $IP - AI x IP x Blockchain
Avalanche, where capital connects tokenized funds at institutional scale.
Libeara & FundBridge Capital launch ULTRA on Avalanche, a fully tokenized U.S. Treasury strategy, sub-managed by Wellington Management.
Avalanche, where capital connects tokenized funds at institutional scale.
Libeara & FundBridge Capital launch ULTRA on Avalanche, a fully tokenized U.S. Treasury strategy, sub-managed by Wellington Management.
Maker -> Sky
Fantom -> Sonic
Even Aave migrated from Ethlend
Rebranding done right fuels new growth.
ParaSwap, one of the most used DEX aggregators with +$360M in daily trading volume, has recently rebranded to @VeloraDEX.
What's new?👇
.@avax is building up some bullish narratives:
- $240B Bergen County property deeds digitized
- $250M+ institutional credit led by @grovedotfinance x @centrifuge
- Tokenized money markets & treasury funds with Franklin Templeton, Securitize, Libre
Now $300M in tokenized hedge…
.@FlareNetworks is one step closer to XRPFi on Flare mainnet with FXRP v1.2 on Songbird.
What's in FXRP v1.2:
- 1:1 non-custodial minting of XRP into FXRP
- Full EVM composability -> DeFi access
- Verifiable cross-chain data via Flare’s native oracles
- Institutional demand…
.@FlareNetworks is one step closer to XRPFi on Flare mainnet with FXRP v1.2 on Songbird.
What's in FXRP v1.2:
- 1:1 non-custodial minting of XRP into FXRP
- Full EVM composability -> DeFi access
- Verifiable cross-chain data via Flare’s native oracles
- Institutional demand… https://t.co/tmAi6HjH6z
The next narrative: Spend-to-Earn.
Crypto cards are exploding. So many options to pay for groceries with “just a debit card.”
But behind them, new payment infra is being built that connects blockchains to TradFi.
Think @payy_link, building an Ethereum L2 zk rollup for private…
Most retail has gotten used to farming airdrops, joining CEX launchpads, or buying at TGE (and getting dumped after).
But crypto ICOs are heating up again with new opportunities to be "early".
Here are 4 notable community sales to consider in August 🧠🧵
1/ An unnamed source recently compromised a DPRK IT worker device which provided insights into how a small team of five ITWs operated 30+ fake identities with government IDs and purchased Upwork/LinkedIn accounts to obtain developer jobs at projects.
1/ Record number of $ETH is in the unstaking queue:
671k $ETH = $3.2B USD
What's more, queue wait time reached record of ~12 days.
Why is it happening? A few reasons:
Pengu is growing throughout the world.
In the past year, Pengu has taken over Asia and grown tremendously in the APAC region.
Here’s a recap of some of our initiatives in Korea in case you missed it 🧵
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