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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$LINK

link has been outperforming in the recent days despite choppy markets

+ tons of link marines shilling on CT

is it finally time for the accumulation breakout?

hope you've been accumulating some frens

uponly.jpg

first post on accumulating link here: https://news.1rj.ru/str/cryptomumbles/2983
to note:

link usually pumps into SmartCon (2 Oct) and retraces after

makes an idea for a short term trade

but if you're looking for a longer term position to accumulate, might be better to wait for a few weeks after
Could Telegram be the first crypto-native superapp that we've been looking for?

#reads

https://x.com/joel_john95/status/1706989524109119994?s=20
Top 10 Decentralized Perp Dexes by Trading Volume (30D)
BTC

entire upmove faded

big flush of OI, while spot buys remain high (relatively)
Ethereum hackathon observations: the market is heading towards composable middleware

https://x.com/betashop/status/1707035964822978784?s=20
What Makes Successful Trading

- Be able to discern useful information from disinformation
- Have the confidence to not conform
- Hedge instead of timing the market
- If a trade is widely talked about, it is likely that the market has already priced in
- You either be the first to act on new information, or act slowly by carefully considering the following:
1) How early am I to receive this information in comparison to other people?
2) If I do not think I am early, then under what circumstances is this not priced in?

amazing read, highly recommended

#reads trading

https://thanefield.capital/what-makes-successful-trading/
Forwarded from Four Pillars Research
: : ***: A New Narrative to EVM and zkEVM
by xpara

💻 Blockchain VMs have so far been centered around EVMs, but various attempts such as WasmVM, SolanaVM, and MoveVM are being built. In addition, zkEVM is gaining traction, and now zkWASM, zkRISC-V, zkMIPS, and CairoVM are laying the groundwork for easy onboarding of existing web2 applications to blockchains, so let's take a look at the current state and future.

▫️Intro to Blockchain VM
▫️What are VM and zkVM?
▫️Blockchain VM Landscape
▫️Blockchain zkVM Landscape
▫️Final Thoughts

Full Article
Twitter Thread

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Celestia vs. Eigen