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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Your biggest risk is being underallocated to the industry you log into every single damn day to talk about since you know its gonna go up again eventually but not having enough coins because youre a lil bitch
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Crypto Mumbles
did you derisk on this pump?
majority didn’t derisk, maybe we’re not in disbelief anymore

just wanna keep monitoring be it seasonality or other fears

maybe my subs are mostly just schizo diamond holders and in that case skewed
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Forwarded from unfolded. DeFi
Solana DEX aggregator Jupiter acquires SolanaFM, Coinhall — link | tl;dr
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Forwarded from Leviathan News
Jump's 'Frankendancer' validator client goes live on Solana mainnet, setting the stage for the highly anticipated Firedancer software, according to Jump's Chief Science Officer at the Solana Breakpoint conference. - Coindesk
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seems like a lot of bullish announcements @ breakpoint

(im not there)
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sui really isn't stopping huh
Crypto Mumbles
looking to add a small bag of the top 3 protocols on sui

sca, navx, cetus
if you added any of the three, you should be up minimally 50%

carried by sui's performance naturally
Crypto Mumbles
if you added any of the three, you should be up minimally 50% carried by sui's performance naturally
but frankly speaking, i was expecting a stronger repricing, something similar to what aptos experienced months ago

not many tokens on sui to bid as well, so liquidity should have been concentrated

so rn it seems more like only sui itself is running

1. hot money appetite waning aka market not as risk on (yet?) as before
2. sui eco is still not of interest to many
3. eco bids are still too illiquid for larger sizing
4. possibly an inorganic move on sui
5. tvl ath with a lack of pa -> rotated capital are mostly doing defi activities. uninterested in bidding
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projects rushing to launch their own version of pumpfun on sol

how quickly do we want to run it to zero
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Forwarded from unfolded. DeFi
Hyperliquid passed 40% of decentralized perpetual volume for the first time last week — link
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