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Crypto Mumbles

9.45K subscribers

3.12K photos

22 videos

27 files

9.79K links

things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace

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9.45K subscribers

https://x.com/melt_dem/status/1902555079724470441?s=46&t=

X (formerly Twitter)

Meltem Demirors (@Melt_Dem) on X

1/ quick slide rip from my @Blockworks_ DAS talk - Believe in Something

this is where it all began. everything we talked about ten years ago when we started building the world's first bitcoin investment firm has come to pass.

so why isn't bitcoin a million…

1.9K views13:44

https://x.com/melt_dem/status/1902555496474612091

X (formerly Twitter)

Meltem Demirors (@Melt_Dem) on X

2/ if we take out bitcoin and ethereum, this is the last five years of crypto markets

the names may have changed but the numbers haven't

this is a big problem. there's no growth.

🤨3

2.02K views13:47

Forwarded from Zoomer News

TRUMP GIVES ADDRESS AT BLOCKWORKS DAS, CALLS UPOJ CONGRESS TO PASS STABLECOIN LEGISLATION

🔗 velo.xyz

😁4

1.92K views15:04

Forwarded from unfolded. DeFi

Canary files for PENGU ETF — link

1.76K views15:36

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1.95K views15:36

🤣12😁1

Forwarded from Wu Blockchain News

Pumpfun has launched PumpSwap, a token swap service using its own liquidity pools, replacing Raydium as the launch venue for popular memecoins. In the future, PumpSwap plans to share a 25 bps trading fee with token creators, though the exact distribution and timeline remain undisclosed. — link

1.86K views17:14

https://x.com/defi_monk/status/1902761366395715640?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

MONK (@defi_monk) on X

RAY, GMX, GNS and SNX have programmatically bought back millions in tokens which are now worth way below cost.

This is the programmatic token buyback fallacy:

1. Irrelevant to price action which is driven by revenue growth and narrative formation.

2. When…

1.85K views07:26

https://fxtwitter.com/pythianism/status/1903139189551665305

Vance Spencer (@pythianism)

I think the average market participant will look back on Q1/Q2 and feel regret. It is clear there are a handful of deeply serious teams building things with massive earnings power. Its clear the macro is getting better and the market is driven by headline…

👍2

1.84K views18:09

Forwarded from Coingraph | News

JUST IN: Lending protocols maintain 15–20% of DeFi’s total TVL, highlighting consistent demand even in bearish market conditions.

Telegram | Twitter

🔥4

1.67K views11:10

https://x.com/WuBlockchain/status/1903719182853881988?s=19

X (formerly Twitter)

Wu Blockchain (@WuBlockchain) on X

A suspected Binance Wallet BD employee, Freddie Ng, has realized a profit of $113k and an unrealized profit of $200k through trading UUU on the BSC. The address funded by freddieng.bnb, 0xED…1F59, spent $6,227 to purchase 24.1 million UUU tokens (accounting…

1.7K views09:05

https://x.com/0xlouist/status/1903218332104548816?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

0xLouisT (@0xLouisT) on X

Many don’t realize it yet, but rising stablecoin dominance is bearish for most existing tokens:

- It makes many utility tokens obsolete: why use them when stablecoins work just fine?

- It shrinks the scope of TVL secured (and monetized) by L1s and dApps…

1.66K views14:11

https://x.com/saylor/status/1903793445237305409

X (formerly Twitter)

Michael Saylor (@saylor) on X

Needs more Orange.

1.65K views14:35

https://x.com/floodcapital/status/1903619874267504791?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Duncan (@FloodCapital) on X

I’ve heard a lot of $HYPE haters say that it will follow the same fate as $DYDX, I have strongly disagreed with this for a while and what I am going to share is no longer really alpha given how much Hyperliquid has grown but I am still hearing this critique…

1.59K views15:10

https://x.com/abetrade/status/1903753037719421249?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

adam (@abetrade) on X

When price goes up with negative funding on these shitters I think most people always just automatically assume its a short squeeze.

What I think is often happening is those that provide liquidity in perps end up with lot of short inventory all of a sudden…

1.55K views15:14

this is who you’re trading against

https://x.com/inversebrah/status/1904028162981585138?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

smolting (wassie, verse) (@inversebrah) on X

😁8

1.49K views06:03

https://x.com/ibuyrugs/status/1903821589298176331?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

ibuyrugs.lighter (@ibuyrugs) on X

biggest opportunities in crypto will still be coins with little to no fundamentals and hence uncapped valuations

if you want to trade fundamentals, just join a discretionary L/S equity shop

👍1

1.51K views06:08

https://x.com/blknoiz06/status/1903822271434658095?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

1.47K views06:09

https://x.com/zeneca/status/1903416750211011067?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Zeneca.xyz 🔮 (@Zeneca) on X

I've been wrong on so many things this cycle.

I want to share some of my biggest losses because not enough people talk about this side of things.

First up, "D.O.G.E" — I entered with size at around 70m. I had a lot of conviction. It ran to 500m. I took…

1.48K views06:15

https://x.com/cburniske/status/1903501135182491813?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

1.48K views06:16

fartcoin must have great fundamentals fr, maybe the best even

😁2

1.45K views06:19

https://x.com/cryptodonalt/status/1903854947675898273?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

DonAlt (@CryptoDonAlt) on X

Generally think if Trump keeps crashing the US economy nothing is safe

If he somehow fails to crash the economy and markets rebound, crypto is one of the better bets given its broad US government support

Therefore I have enough cash to buy a crash & crypto…

1.45K views06:23