crypto_condom

Coinbase Premium continues to climb.
Likely one of the many $BTC treasury companies buying in the books.

Im retarded and could be terribly wrong. But this feels like a BTFD moment for a bounce if nothing else.
Bought some $BTC at 100.3k.

Despite starving before his rescue, Shadow has learned to be discriminating. I give him a treat...he turns up his nose & then stares expectantly until a better treat is offered. Then he naps.

Probably a decent trading strategy today tbh. Dont long the first thing that looks good. Wait for a cascade or set stinky bids to get the best execution possible while fear is running rampant. Buy at extremes; then wait & nap.

A year ago today, $STRK was $0.93.
Today it has made a new low at $0.103.
@Starknet makes $93 a day at a $1b FDV.
Let that sink in & then look forward to $0.01 soon🫡

The new Oceangate documentary on @netflix is good proof that grift doesnt exist only in crypto. 💀

If setup as a legitimate company trading on the Nasdaq, which alt coin treasury strategy would you be most interested in buying for expected profitability?

The @circle stock market cap ($34b+) is now MORE THAN 50% the actual market cap of $USDC ($61.5b)
...and you're bearish @aave ($4b) & @CurveFinance (<$1b)?

The $CRV token is flashing a local bottom Indicator on the daily. Market bubble buy/sells suggest local tops and bottom. @CurveFinance demonstrated sig liquidations 2 days ago that hopefully help it form a bottom here. Worth watching.

Credit and gratification to @leviathancrypto for this awesome indicator:

This is your friendly reminder that $MOVE is dogshit wrapped in cat piss. It is has $92m TVL at a $1.5b FDV. Along with so many other high FDV, VC coins...its going to trend to zero and there's nothing anyone can do about it.

One of these is not like the other
$AAVE / $STRK 🍐 trade

L👀k at that buy wall on the largest uni @aave LP at .3%

Most web3 & tradfi companies can only dream of 300% Y/Y revenue growth + an up only non-native treasury. @aave buybacks will likely continue to accelerate this trend.

$ETH📈

The @circle IPO is going public today at a $7.2b valuation (approx $28/share).
For reference,
$CRV has an FDV of $1.5b
$AAVE has an FDV of $4.2b
$MKR + $SKY has an FDV of $1b+

#Ethereum is the chain with the highest percent (50%) of stablecoins ($124.5b out of a $249.4b total stablecoin MC).

Im expecting a halo effect for ETH & DeFI from the Circle IPO + risk on behavior if Friday's NFP is good (see @Tom__Capital's recent excellent post:

The @circle is going public today at a $7.2b valuation (approx $28/share).
For reference,
$CRV has an FDV of $1.5b
$AAVE has an FDV of $4.2b
$MKR + $SKY has an FDV of $1b+

#Ethereum is the chain with the highest percent (50%) of stablecoins ($124.5b out of a $249.4b total stablecoin MC).

Im expecting a halo effect for ETH & DeFI from the Circle IPO + risk on behavior if Friday's NFP is good (see @Tom__Capital's recent excellent post:

Here's looking at you @THORChain y @lifiprotocol

So which of the MANY $BTC treasury companies is twaping in on @coinbase? Id bet $DJT.
CB premium is at one of its highest points in the last 30 days: https://www.coinglass.com/pro/i/coinbase-bitcoin-premium-index 👀

New analytics platform @kiyotaka_ai provides orderflow and exchange analytics for free. I have zero affiliation w/ the project but tried it out last night and have been impressed. Clean AF UI and comprehensive data, including for @HyperliquidX

Good example of data use: Last night, sell walls existed at $2540 resulting in downward $ETH pressure suggesting a short with clear invalidation. Now, buy walls exist at 2335 and 2251 giving you an idea of where to TP or look for trades. Cool stuff.

Me reading about on chain oracles built to prevent two block attacks:

Someone twaping $LDO. It feels like a canary in the coal mine for $ETH staking ETF news coming soon(tm)...in light of the SEC clarification yesterday that staking is not a security.

This is a really BIG DEAL to help push forward future $ETH staking ETFs. 👇