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 Watcher Guru
JUST IN: Microsoft to explore digital payments and central bank digital currencies.

@WatcherGuru
tfw you created a 1 pager pitch on a unibot swing trade for an intern app

complete w:
market context
thesis
catalysts
valuation
execution w explanations on buy zones and TP

played out nicely but
1) didn't pass the round
2) didn't manage to enter my own trade idea

😭😐🤡
👍2
Temasek, Sequoia Capital, Softbank, leading VCs face lawsuit for “abetting” FTX fraud

https://cointelegraph.com/news/temasek-sequoia-capital-softbank-vcs-lawsuit-ftx-fraud
Forwarded from unfolded. DeFi
Coinbase's Base mainnet officially opens to the general public — link
with more data tracking (and bounty) platforms such as Arkham and incoming Nansen 2, it is fair to say wallet tracking has become much easier these days

would this then lead to a demand for privacy aka privacy narrative over time?

there are some privacy coins and chains rn (not doing well) but what if more accessible/convenient options for privacy on the blockchain surfaces?

would this trigger a privacy narrative again?

i think possibly so but some catalysts might be needed here like a novel privacy proj first leading the market

thoughts thoughts thoughts

edit: then again how important is privacy to most users in crypto? i'd like to think that whales and bad actors would require privacy features the most

afterall, for normal users our addresses are fairly anonymous in itself w probably nobody caring about what transactions we do (for now)
scale of 1-5 w 5 being v important, how important is privacy to you in crypto? (aka a need to mask your transactions and holdings)
Anonymous Poll
16%
1
11%
2
26%
3
0%
4
47%
5
Crypto Mumbles
with more data tracking (and bounty) platforms such as Arkham and incoming Nansen 2, it is fair to say wallet tracking has become much easier these days would this then lead to a demand for privacy aka privacy narrative over time? there are some privacy…
also invested a small amount in hazy wallet pre-sale as a small bet into the privacy narrative running in the future

no product yet, v early stages in fact

set to launch in q4 2023

but then again i think if the privacy narrative were to come again it will be in the next few months not so soon as well

a private wallet w private swaps sounds like a runner to me

docs:
https://docs.hazywallet.com/introduction/hazy-wallet
Forwarded from infinityhedge
JP Morgan's trading Scenarios for CPI Today [Posted 20min ago, WiFi sucks]
Forwarded from Alpha
Spartan group bought 249 $MKR tokens ~ $300k worth today, and overall SM wallets are unloading it. gud coin But into dips.
Forwarded from unfolded.
CPI y/y: 3.2%
CPI m/m: 0.2%

Core y/y: 4.7%
Core m/m: 0.2%
Crypto Mumbles
quite interested in $HMX, another perp dex in beta launch will be testing it out https://twitter.com/criptopaul/status/1687158671946465281?s=21&t=_5AuSiwf9qrmgtmxtt0dsQ
$HMX

another perp dex that is doing well

potential contender in the space

indirect holdings through $esHMX airdrop (blz) and HLP surge