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Crypto Mumbles

9.45K subscribers

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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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9.45K subscribers

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…

was the right move to rotate into useless

caught the breakout

🔥6

1.34K views05:27

form

🔥2😁1

1.27K viewsedited 05:28

Forwarded from Gong Jiao Wei 巩娇玮

days with btc etf inflows > 900mil/day

Jul 10 2025
May 22 2025
apr 22 2025
jan 17 2025
jan 6 2025
nov 21 2024
nov 11 2024
march 12 2024

usually they re close to the local top when BTC price stalls. The meta in 2024 range bound market was to sell at huge inflow days and ape when theres huge outflows and max fear days.

https://www.coinglass.com/pro/i/spot-bitcoin-etf-flows

1.11K views05:43

OG BTC cyclers selling into the 4 year cycle belief
vs
tradfi etf bidders absorbing

who wins?

😢5

1.12K views05:45

Forwarded from Market Metrics

ETF Flows: Oct 7

🟢 Bitcoin: +$875.6m net ...

🟢 Ethereum: +$420.9m net ...

🤝1

948 views05:46

https://www.cnbc.com/2025/10/06/paul-tudor-jones-says-ingredients-are-in-place-for-massive-rally-before-a-blow-off-top-to-bull-market.html

Paul Tudor Jones says ingredients are in place for massive rally before a 'blow off' top to bull market

Paul Tudor Jones said today's market is reminiscent of the setup leading up to the burst of the dot-com bubble in late 1999.

1.89K views05:47

https://www.livewiremarkets.com/wires/it-feels-exactly-like-1999-paul-tudor-jones-sees-one-last-run-before-the-mania-ends

Livewire Markets

"It feels exactly like 1999’: Paul Tudor Jones sees one last run before the mania ends

The billionaire who predicted the 1987 crash says markets are primed for one last melt-up and reveals what he’s buying before it all ends.

1.11K views05:49

You have to play it - but be ready to run

👍10

1.16K views05:50

https://x.com/AvgJoesCrypto/status/1975677026024534267

X (formerly Twitter)

AJC (@AvgJoesCrypto) on X

Some longer thoughts on the $BASE token:

The game theory around the upcoming BASE token is particularly interesting because it marks the first time a publicly traded company will launch a token.

Traditionally, TGEs and airdrops act as liquidity events for…

1.15K views06:12

personally highly doubt base token is within the next 2 quarters

https://x.com/0xTulipKing/status/1975699027288043801

X (formerly Twitter)

Tulip King (predictor) 🌷 (@0xTulipKing) on X

My current thinking is: BSC season (kicked off by the return of CZ) -> … -> Base season (kicked off by BASE airdrop)

What I’m wondering is, is there anything that’ll trigger a Solana season or do I need to capitulate my PUMP bags? And given I don’t expect…

1.21K views06:13

https://x.com/smileycapital/status/1975748604456263950

X (formerly Twitter)

:) (@smileycapital) on X

the Pumpfun of BSC is trading at 1/8th of Pumpfuns FDV

1.21K views06:14

https://x.com/WClementeIII/status/1975669069006455085

X (formerly Twitter)

Will (@WClementeIII) on X

Third highest Bitcoin ETF inflow day ever yesterday after booking their second highest week of inflows since inception

1.22K views06:16

https://x.com/lazyvillager1/status/1975040100229861517

X (formerly Twitter)

More Recently The Giver (@lazyvillager1) on X

Don't think below, and what is actually taking place being perceived correctly by mkt yet

Good chunk - possibly a very large chunk - of this "airdrop" is not being distributed

Can think of this as OTC buyback: +4% would have been +40-50% on top of O/S float.…

1.21K views06:17

https://x.com/0xsmac/status/1975755500395348080

X (formerly Twitter)

smac (@0xsmac) on X

top blasting unironically outperforms in tradfi

this is maybe one of the most difficult things for sophisticated investors to internalize

👍4

1.23K views06:18

Forwarded from unfolded.

YZi Labs announces $1B Builder Fund — link | AI comment

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1.16K views07:25

https://x.com/dgt10011/status/1975592689803665424

X (formerly Twitter)

Jeff Park (@dgt10011) on X

Imagine being worried about the “four year cycle” before the unleashing of the greatest global liquidity campaign, the greatest demand shock since the launch of the ETFs, and the greatest moral bankruptcy of political accountability at every institutional…

👍2

1.21K views07:45

self reflections of a striver

https://www.scimitar.capital/p/b6bb0fee-60e2-4b73-bbcd-5cc160ad03cb?postPreview=paid&updated=2025-10-08T07%3A12%3A33.466Z&audience=everyone&free_preview=false&freemail=true

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1.24K viewsedited 08:19

Forwarded from humblespace

歪树自有其生，直树成木。

A crooked tree lives its own life, but a straight tree is turned into wood.

🔥6👍1

1.13K views08:23

https://x.com/66blades/status/1975834319592825235?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

blade (@blade_) on X

why do people act like technology really matters for l1/l2 at this stage in crypto

it’s all about distribution and influencers (KOLs) and people pushing different narratives

almost every big chain outside of eth mainnet has almost the same experience,…

1.24K views08:37