So which of the MANY $BTC treasury companies is twaping in o | crypto_condom on Binance Square

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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 👀

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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:

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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:

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Here's looking at you @THORChain y @lifiprotocol

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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.

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