crypto_condom

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. 👇

Don’t want to reinvent the wheel.
Are there any current dashboards for micro strategy style treasury companies for ETH and/or BTC?

One of the best measures of $BTC trend is the @coinbase premium. It has been consistently positive for over a month & there is no sign of it declining as we go into BTC Vegas. Conference curses are certainly real...but until the premium goes negative, dips will likely be shallow.
👉Notably, when the premium stops...the music prob stops....so worth watching.

indicator:

In a sea of red...pay attention to what is green.
Long strength. Long fundamentals.
$CRV, $AAVE, $HYPE

Someone told me I’m gay for moving to all stables besides some $BTC & $RLB. I hate to break it to you…https://youtu.be/mLsqMT_FzI4?si=W9H_EJhocB2SnuP3

The very first alt coin I ever bought was $CRV from @CurveFinance in 2020. Today, I bought some more. Small allo before summer...but willing to buy more at .55 if the opportunity presents itself.