Been mulling over what Ansem said recently (https://x.com/blknoiz06/status/1970050545823171061). I think there are multiple signs pointing towards general exhaustion within the crypto markets.

Touching grass for the past 2 weeks has allowed me to keep a clear head, and when I return to bid the biggest liquidation flush of the year only for my positions to continue bleeding lower, it is a huge warning sign to me. In 80% of cases those liq bids would've been profitable after some form of flush recovery but in the 20% of the times they are not, it heavily exposes the lack of marginal buyers in this market left.

I suspect we continue decorrelating from broader risk on markets and start losing key levels for majors soon. Looking at 100k BTC, 3.4k ETH and 160 SOL.

Won't be possible to kill long-term. But he can def cause some momentum to the downside short-term.

Started farming points at Extended. Really underfarmed perp dex, since everyone is focusing on HL, Lighter and Aster (I am too ofc).

But here you can get more points since you are "earlier". TGE in the first half of next year, and the team has confirmed that 30% of the tokens will go to airdrop.

At only $1B FDV → 1 point = $6

My link here: https://app.extended.exchange/join/DEDNETXE

Example: If you use the link and earn 100 points, I will get 15 points and you will get a 15% boost to your points for using my reflink (so net 115 points for you, instead of 100 if you don't use the link).

I think people really want narrative on sol right now. Something to buy. Despite the majors wicks I can feel hunger.

Qto. 1 coin. Or Something new later. Good time to start looking back into sol.

Aster reminded people what a hunger feels like. Aster showed people the path of holding few days. CZ reminded the market of good old days.

All eyes on $XPL today

Since the top, over the past 7 days we’ve seen $283M of net spot HYPE selling and $380M on perps, totaling $663M in net sell pressure on Hyperliquid.

That pushed price down ~30%, wiping out $17.5B in FDV and $5.3B in market cap.

Blockchains are transparent by nature, and COTI solves this by adding the missing layer of privacy and security needed for mass adoption. This makes it possible to meet compliance requirements and unlock usability for the $30 trillion tokenized real-world asset (RWA) market, which has been held back by the lack of privacy.

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With Garbled Circuits, COTI achieves performance that is 3,000x faster and 250x lighter than alternatives like ZK or FHE, while still allowing secure, selective data sharing and computation.

Eth will never trade above $4k in my lifetime

ah yes we have reached the stage where we put a token in a box and sell it as equity

now we put that box and wrap it into a token and sell it

we are so fucking early on ethereum man

https://x.com/sharplinkgaming/status/1971183799158612466

When I look back at failed investments, 2 things usually stand out:

> No product demand
> Bad token distribution

Most infra projects launch tokens with little traction. then retail farms the airdrop, then it’s all execution risk post-TGE. High risk.

Lit Protocol (decentralized key management) stood out because there’s already real demand. Gitcoin, Lens, Genius and more use it today:
– $250M+ secured (source)
– $130M+ trading volume via Lit Keys
– 30M+ encrypted datapoints

The token isn’t live yet.

Latent demand + product-market fit = rare setup, especially in infra retail barely touches, which is one of the reasons I decided to support the product.

Also checking out their Vincent Yield app - AI agents find yield, while Lit keeps assets safe with policy controls.

Early supporters of Vincent Yield get % boost on deposits.