actually a lot of L1s have very good set ups rn
i think a temporary L1 outperformance might be it
pure sentiment and rotation
i think a temporary L1 outperformance might be it
pure sentiment and rotation
Forwarded from Alpha
August 2024 is set to release nearly $1.5 billion worth of tokens across various projects.
The most significant unlocks involve team members, advisors, strategic partners, and community development funds... add to your watchlist.
The most significant unlocks involve team members, advisors, strategic partners, and community development funds... add to your watchlist.
Forwarded from Crypto Fundraising (StandWithUkraine 🇺🇦)
Intent-centric Ethereum L2 Essential raised $11M in a Series A funding round led by Archetype, with participation from IOSG Ventures, The Spartan Group, Mirana Ventures, Amber Group, Maven 11 Capital, Bodhi Ventures, Big Brain Holdings, Heartcore Capital, Selini Capital.
i really thought intents will have some form of limelight this cycle but uhhhh maybe next one instead
don’t think it’s very ready yet esp perp dexes
still cool to see an intent centric L2 tho
don’t think it’s very ready yet esp perp dexes
still cool to see an intent centric L2 tho
🔥1
Forwarded from Unihax - reb00t arc 🌅
Momentum keep going on L1s, opened many longs
Which lead me to think we see a come back on utility tokens on ETH, before another massive round for memes
Objectively some valuation of utility tokens on eth are bear market like, could be incredible opportunities
Anyone who thinks utility is dead forever is a simple retard, crypto is the proxy to all tech
Meanwhile SOL is a deadly battlefield rn with max extraction and majors memes are not especially doing well
Majors memes on eth are not doing well too but we got some strong runners
Many opportunities around
Which lead me to think we see a come back on utility tokens on ETH, before another massive round for memes
Objectively some valuation of utility tokens on eth are bear market like, could be incredible opportunities
Anyone who thinks utility is dead forever is a simple retard, crypto is the proxy to all tech
Meanwhile SOL is a deadly battlefield rn with max extraction and majors memes are not especially doing well
Majors memes on eth are not doing well too but we got some strong runners
Many opportunities around
Unihax - reb00t arc 🌅
Momentum keep going on L1s, opened many longs Which lead me to think we see a come back on utility tokens on ETH, before another massive round for memes Objectively some valuation of utility tokens on eth are bear market like, could be incredible opportunities…
+
feels like next leg is only big cap or established memes at best
rest goes to util or quality alts
the top for memes would’ve been so obvious in hindsight (not all memes, but fresh launches)
feels like next leg is only big cap or established memes at best
rest goes to util or quality alts
the top for memes would’ve been so obvious in hindsight (not all memes, but fresh launches)
Crypto Mumbles
actually a lot of L1s have very good set ups rn i think a temporary L1 outperformance might be it pure sentiment and rotation
quite annoyed i didn’t pull the trigger on most of these set ups cause they are printing rn
but at least i have some longs running in this pump
risk management ig
but at least i have some longs running in this pump
risk management ig
🔥3
Forwarded from Watcher Guru
JUST IN: $2.8 trillion asset manager Goldman Sachs discloses $418 million Bitcoin ETF holdings.
@WatcherGuru
@WatcherGuru
Forwarded from Ian's Intel
U.S. CPI: +2.9% YEAR-OVER-YEAR (EST. +3.0%)
U.S. CORE CPI: +3.2% YEAR-OVER-YEAR (EST. +3.2%)
via News_Of_Alpha
U.S. CORE CPI: +3.2% YEAR-OVER-YEAR (EST. +3.2%)
via News_Of_Alpha
🔥1
Forwarded from unfolded. DeFi
Forwarded from Ian's Intel
10K Silk Road BTC ($593.5M) moved to Coinbase Prime — Link