Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

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Crypto Mumbles
more tardfi companies are accumulating eth in their treasuries as well, repeating btc playbook

moving forward, these companies might trade as better betas/proxies on the tardfi side than crypto, simply because of how the alt landscape currently is
picked up sbet around 18 yesterday and will add if given lower

will probably hold this as a mid term trade as i think it'll perform better as a eth proxy/beta

main exposure is still eth itself
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Forwarded from Wu Blockchain News
The Ethereum Foundation has released "The Future of Ecosystem Development at the EF" outlining four key focus areas: Ecosystem Acceleration, Ecosystem Amplification, Ecosystem Support, and Long-Term Ecosystem Unblocking. EF also announced a new organizational structure, expanding its core teams around four pillars — Enterprise relations, Developer growth, App relations & research, and Founder success. — link
anecdotally, hearing a lot of stories of retail office chatter, wanting to buy crcl/mstr/etc. without knowing what they actually do or what usdc is for example

being able to degen on crypto without friction through proxies will probably be a pull

and esp after missing out on mstr, i won't be surprised if retail start bidding ethcos to try chase and repeat what we've seen with mstr and friends

despite not being the same quality of trade, i doubt it matters to most people

just needs the right conditions to spark
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GFM LADS
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Forwarded from Wu Blockchain News
On July 10 (ET), Bitcoin spot ETFs recorded a total net inflow of $1.179 billion, marking the second-highest in history. Ethereum spot ETFs saw a total net inflow of $383 million, also the second-highest on record. — link
Forwarded from infinityhedge
ETH HITS $3K, FIRST TIME SINCE FEBRUARY
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Forwarded from Wu Blockchain News
South Korea's largest crypto exchange, Upbit, will list ENA trading pairs with KRW, BTC, and USDT, with trading starting at 5:00 PM local time on July 11. Ethena is a Delta-neutral stablecoin protocol based on ETH. — link
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Forwarded from Tree Capital
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Forwarded from BELGIAN FT MI6 SPY ZONE
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Forwarded from unfolded. DeFi
Percentage of total ETH supply staked is currently standing at an all-time high of 29.26% — link | AI comment
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