Crypto Narratives
Lowkey insane how much easier it is to sit in gold vs bitcoin
Comparing the gold vs BTC charts in 2025 reminds me of one rule I unfortunately tend to ignore in crypto:
It's usually much more comfortable and easier to size up on a very large cap once it starts moving rather than longing smaller altcoins "with more upside"
These are the benefits you get with large caps :
Smaller drawdowns + smaller likelihood of random price collapse + higher likelihood that momentum keeps going for several weeks + smaller long-time drag because of lindyness
We've seen examples with $SOL, $DOGE, $XRP, $BNB, $BCH during this cycle
It's usually much more comfortable and easier to size up on a very large cap once it starts moving rather than longing smaller altcoins "with more upside"
These are the benefits you get with large caps :
Smaller drawdowns + smaller likelihood of random price collapse + higher likelihood that momentum keeps going for several weeks + smaller long-time drag because of lindyness
We've seen examples with $SOL, $DOGE, $XRP, $BNB, $BCH during this cycle
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Twenty One Capital holds the third largest BTC treasury among corporations, north of 40K BTC
Their stock $XXI is only trading $20M volume a day and chart is down only since the initial spike
Crazy power law in the treasury company space
$MSTR and $BMNR are outliers by being absolute monsters in this market. All the other treasury companies are almost non-existent.
Their stock $XXI is only trading $20M volume a day and chart is down only since the initial spike
Crazy power law in the treasury company space
$MSTR and $BMNR are outliers by being absolute monsters in this market. All the other treasury companies are almost non-existent.
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Crypto Narratives
UNIfication voting ends in 5 days, could be a nice $UNI short if it keeps pumping into it
They started selling the news early on $UNI
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As a crypto native user, it's truly great to finally have equities on-chain with decent liquidity
$100M OI on the Nasdaq contract on HL is nice to see
$100M OI on the Nasdaq contract on HL is nice to see
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$FLOW down -50% in a day and trading at a 30% discount to most other venues on Binance spot 🧐 Worth trying a long?
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I have a small $LIT long, nothing crazy
Mostly to avoid FOMOing in case we have at some point an up only PA similar to $XPL at launch
I think the downside is quite limited, especially given the comparison with $HYPE, which provides both a kind of floor + ceiling
Mostly to avoid FOMOing in case we have at some point an up only PA similar to $XPL at launch
I think the downside is quite limited, especially given the comparison with $HYPE, which provides both a kind of floor + ceiling
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If you had traded based on the 4y cycle, you would have been completely smoked expecting alts to go crazy in 2025 like in 2021
Instead, most of them are down -75% or more
Even $BTC is down on the year, when 2025 should have been the 3rd green yearly candle based on the cycle pattern
But sure, the 4y cycle has been "confirmed" because BTC has had a local top in Q4
Instead, most of them are down -75% or more
Even $BTC is down on the year, when 2025 should have been the 3rd green yearly candle based on the cycle pattern
But sure, the 4y cycle has been "confirmed" because BTC has had a local top in Q4
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$CC is an intriguing coin
The daily emissions of $CC will be halved during this month, so they will be at roughly 22M new tokens per day. While the daily burn is around 5M a day.
That's +17M net inflation per day of CC tokens, and the daily emissions will remain the same for 3 years
If the burn remains stable, that's 6bn new $CC tokens a year, ie 17% yearly inflation. Not that outrageous.
The thing that makes me suspicious about this token is that its main spot venue is Bybit with only $30M daily trading volume.
The net daily emissions will still be around 1/10th of that even after the halving... It feels like the supply is very concentrated in a few hands that don't sell, but they can also damage the chart any time if they start doing so.
The other strange thing is that the CEO/founder is super pushy about his token and project on Twitter. He's giving me major grifty vibes for a project that is supposed to be so institutionalized and "serious". Look at this screenshot for example. But maybe they're just a new $ADA in the making?
The daily emissions of $CC will be halved during this month, so they will be at roughly 22M new tokens per day. While the daily burn is around 5M a day.
That's +17M net inflation per day of CC tokens, and the daily emissions will remain the same for 3 years
If the burn remains stable, that's 6bn new $CC tokens a year, ie 17% yearly inflation. Not that outrageous.
The thing that makes me suspicious about this token is that its main spot venue is Bybit with only $30M daily trading volume.
The net daily emissions will still be around 1/10th of that even after the halving... It feels like the supply is very concentrated in a few hands that don't sell, but they can also damage the chart any time if they start doing so.
The other strange thing is that the CEO/founder is super pushy about his token and project on Twitter. He's giving me major grifty vibes for a project that is supposed to be so institutionalized and "serious". Look at this screenshot for example. But maybe they're just a new $ADA in the making?
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