Sectors that have the potential for massive bull market growth
- AI: $TAO $FET $RNDR $ORAI
- DEX: $CHNG $WOO
- GameFi: $NAKA $PZP
- Interoperability: $QNT $ATOM $ROUTE $KUJI
- Layer 1s: $ROSE $TRIAS $AZERO
- Layer 2s: $ARB $OP $ZKSYNC $MATIC
- Real Yield: $RDNT $GMX $MPL
- Tokenization: $RIO $BST $LEOX $PROPS

https://twitter.com/coinesper/status/1672597209127219201?s=20

pullback week

range low is the target

will try to bid some alts then

The dumb money is looking for something to do, and the market offers it. The coins that will draw the most attention will win.The general perception is that ‘number go up’ because buyers showed up, but in reality in this environment it is the opposite; buyers show up after the number goes up. First the egg, then the ‘chickun’.

https://open.substack.com/pub/credov/p/markets-at-the-open-f97?r=2i0865&utm_campaign=post&utm_medium=web

on-chain order books > off chain order books

in an off chain state price-time priority is not guaranteed, causing MEV at an order matching level

on chain state prevents this and keeps MEV at transaction ordering level

https://twitter.com/chameleon_jeff/status/1672715723603595264?s=21&t=v-Xc3KCTSHtoDQRZx74qYg

#reads perp dex

BTC - very unlikely to hit bottom again

"In the past, when MVRV broke strongly above 1.0 at the bottom of a bear market and continued to rise for several months, there was no case where Bitcoin bottomed out again."
― Link

by Dan Lim | @cryptoquant_official

homegirl from HK is explaining to me how shanghai is *completely* cashless now

any types of identification, bookings, reservations, payments, etc are all done thru wechat / alipay

cash is still accepted but no one has change and they look at you like you're a dinosaur

https://twitter.com/ooloo/status/1673183747682840576?s=21&t=9zY7qBHW6Fh9g-9ZAjz2Ig

Bitcoin’s correlation with the tech-heavy Nasdaq 100 collapsed to just 3% in June, hitting its lowest level in nearly three years.

Bitcoin outperformed tech equities this month jumping by nearly 14% while the Nasadq 100 is up only 3%. Overall, its correlation with traditional risk assets has steadily weakened this year from an average of 60% in 2022. By
@KaikoData

[tentative list]

alts i'm currently monitoring to bid on the dip:

PENDLE
FXS
ARB
GMX
INJ
LVL
LINK
LBR
RDNT

most are short term swings that i'm looking for if i do bid

ZK Sync Era
* #1 rollup by TPS today (30-day slightly trails Arbitrum)
* #1 fastest TVL growth rate
* #1 rollup by aggregate fees paid on L1

https://twitter.com/hosseeb/status/1673498885141184514?s=20