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 #wagmi
https://fxtwitter.com/arthur_0x/status/1823302623199682942?s=46&t=9Sfxq7dxzJuHgumeJj1R2g
Читать полностью…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
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.
Читать полностью…theiphawk/post/C-nDV_yOTvn/" rel="nofollow">https://www.threads.net/@theiphawk/post/C-nDV_yOTvn/
Читать полностью…71 L2s
20 L3s
82 upcoming ones
Who's gonna buy all these?
https://l2beat.com/
August 2024 is set to release nearly $1.5 billion worth of tokens across various projects.
The most significant unlocks involve team members, advisors, strategic partners, and community development funds... add to your watchlist.
pepe looking for a reclaim as well
it doesnt suffer from meme dilution like sol memes and itll probably leap again soon if market stabilizes
adding pepe longs, cutting if it sustains below 0.8
deBridge announces token ($DBR)
- 10b supply, 18% liquid supply at launch
- 6% airdrop to Season 1 points holders
- Standard: SPL token on Solana
Airdrop Checker
https://debridge.foundation/
Source
#resource
https://x.com/0xkyle__/status/1821931638659428822
extractions and extractions
all while the liq pool remains the same
all so tiresome
so we just gonna keep repeating this until every meme is weakened
now you understand why i say one last leg unless true retail comes in
bonk should be a good bid if we get a pullback
just speaking structurally
will set limit longs with small invalidations
some trump coin sucking liquidity but i’m not very interested in it
will start my dca on sol memes
i’ll be watching this pullback
probably set up a dca while slowly closing my shorts
really don’t wanna see momentum down revisiting lows
current thoughts
idt we’ll revisit lows, but we’ll have a pullback (should be shallow)
that’s where i’ll bid
no change to my pf picks (sol memes)
as repeatedly shown by the market, memes will lead the bounce with sol being risk on indicator
as long as this stands, respect the pump and bite the trend
one more big leg to go for memes and ill exit majority and leave small bags
after i get my bid ill probably book a flight to touch grass again
+
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)
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
https://x.com/whale_alert/status/1823331262808961321?s=46&t=9Sfxq7dxzJuHgumeJj1R2g
Читать полностью…https://x.com/milesdeutscher/status/1823191574907625530?s=46&t=9Sfxq7dxzJuHgumeJj1R2g
Читать полностью…Singapore’s biggest bank DBS rolls out blockchain-powered ‘treasury tokens’ pilot
Читать полностью…https://x.com/degentradinglsd/status/1822957022893244906?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
Читать полностью…actually a lot of L1s have very good set ups rn
i think a temporary L1 outperformance might be it
pure sentiment and rotation
bonk limits filled
nice small bounce so far
wanna see if i can swing this up in the coming days/weeks
Ethereum ETF volumes dwindle as they struggle to break $150M in trading volume today: Market
🔗 link
https://x.com/0xMughal/status/1821884027575660556
Читать полностью…Eric Trump: "Beware of fake tokens! The only official Trump project has NOT been announced!": Tweet
Читать полностью…https://fxtwitter.com/web3quant/status/1821547981352427782
Читать полностью…https://fxtwitter.com/justdeauit/status/1821191664154644804?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
Читать полностью…if you’re down, don’t give up it’s part of the game
the real leg hasn’t started yet and that’s where most of your money will be made
be the retard that joins in Q4 and outperforms CT in one quarter
we go back up
JUST IN: $1.3 trillion asset manager Morgan Stanley advisors to offer spot Bitcoin ETFs to clients starting today.
@WatcherGuru