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
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Forwarded from unfolded.
Digital asset investment products saw inflows of $1.1bn, bringing year-to-date inflows to $2.7bn. AuM is at highest level since early 2022 at $59bn.

Newly issued spot-based Bitcoin ETFs in the US saw a net $1.1bn inflows last week, bringing inflows since the January 11th launch to $2.8bn

— link | trade like a pro on Bitfinex
Forwarded from unfolded.
new ฿ yearly high: $50,000
thought vomit

4844 implementation this month

will we see sustained activities on L2s?
will capital be rotating away from sol (even temporarily)?

404 has shifted the capital rotations to eth, but will it trickle to L2s in the coming weeks?

seeing mentions on strk this month all over ct, so i did minor preps by buying some memes on stark + 404 on stark

not sure how big a liquidity injection here is, but leading up to stark we've been seeing stark eco tokens catching a bid

404 meta seems pretty juiced out rn, so i'll stick to leaders like cell and pandora

DN404 was open sourced yesterday, but there isn't a leading collection as of yet, since the team never launched a collection

cell thesis is challenged as DN404 or 404+ tackles gas issues, but cell remains holding strong, in fact stronger than most/ all other 404 derivs -> market still recognises its value for now

honestly the only two sustainable rotations are between sol and eth, resulting in a ping pong

eth seems to recovering with MOG blasting as a result of liquidity rotating out of 404s back to other eth plays

if thats the case, start bidding erc20

we have eth etf next up as well, rerun btc etf playbook?

base seems pretty over with the exception of tybg grinding higher still -> tybg flip toshi?

wen shfl? dropping this month but hype isn't there anymore -> gamblefi likely won't see a revival

WIF still catching a bid with more talks of it in tradfi -> next bonk-like run? one can argue wif is not a second degree beta but a first to doge + ansem is trying to get wif on the vegas sphere
Selected Net Worth Percentiles by Age, 2023 US - link
Forwarded from Alpha
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Forwarded from Watcher Guru
BREAKING: 🇺🇸 US inflation falls to 3.1%, higher than expectations.

@WatcherGuru
Forwarded from Alpha
U.S. CPI: +3.1% YEAR-OVER-YEAR (EST. +2.9%)
U.S. CORE CPI: +3.9% YEAR-OVER-YEAR (EST. +3.7%)