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 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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Forwarded from aggrnews
S&P INTRODUCES DIGITAL MARKETS 50 CRYPTO INDEX FOR DIVERSIFIED EXPOSURE: BARRONS

Link
the flurry of good news recently is interesting

they waited for Q4 to start announcing or something
Forwarded from Ahboyash Reads
CZ's PumpFun - four.meme

TLDR
- Think many still don't know that this platform has a token
- Platform revenue ATH
- Positioning on this is light, coupled with the recent nuke in price
- Only downside is there is no value accrual...yet
- If you don't have any edge on BNB chain (its fine since its mainly chinese cabals for now), you are better off apeing the shovels (BNB included) rather than the memes which are quite pvp

Some links below
- https://four.meme/ranking
- https://defillama.com/protocol/four.meme
- https://four-meme.gitbook.io/four.meme
trimmed out fart because its not performing as i hoped it would

think the speculative premium is truly lost and i'll rebalance it more toward useless with bonkguy regaining motion

will also rebalance more exposure to bsc, while keeping main sol exposure pump + some useless
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my bsc exposure tokens are performing well, cake and form

form has cancerous pa, but if the idea plays out right then some repricing is due

also, aster becoming the middle ground between onchain and binance is playing out w 4 and giggles listing today

if everything flows through aster and cz moves binance onchain, then it'll exist as a good proxy exposure

remove the perp dex valuation notion and slap on speculative binance premium instead
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Crypto Mumbles
https://x.com/ryzzqq/status/1975226229243379719
don't forget doge too

peak retail coin, the king of memes

its time will probably come soon
Forwarded from Watcher Guru
JUST IN: 🇺🇸 S&P launches new crypto index consisting of 15 cryptocurrencies & 35 crypto-related stocks.

@WatcherGuru
Forwarded from unfolded. DeFi
Dogecoin treasury firm CleanCore holds 710 million DOGE as it awaits SEC share registration — link | AI comment
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current bsc reminds me of early sol trenching conditions before the game was solved

i was trenching all my hours in early 2024 and it was much easier to hit a runner back then

weirdly enough it feels the same rn

maybe because there is still some form of friction in the tooling that makes the game not as "solved"?

might be wrong here
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