Crypto_McKenna

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Crypto_McKenna

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Coming to the conclusion that there are very few assets outside of Bitcoin and Hyperliquid on secondary that are investable.

If one purely runs a liquid book of digital assets then you need to massively increase concentration of those positions.

However, I do believe having traditional equity exposure to crypto companies is a better way to run a liquid book given a significant amount of Institutional flows will be run here outside of the ETF products.

Digital Asset and Equities blend may be the best move going forward for the next 5 years.

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$BTC consolidates before all time highs whilst alts begin a bleed.

Longer we are here the higher the probability we teleport to >$130K in Q3/Q4.

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HYPEBTC new all time highs

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$BTC looks ready been comfortably consolidating below previous all time highs.

The longer we remain here the more violent the breakout sending us to $120-140K.

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The more MSTR imitators that come to market the higher the probability Bitcoin eventually experiences another >50% correction.

I implore as many MSTR imitators to come to market in 2026 as possible and purchase Bitcoin aggressively as possible whilst it trades over $200k.

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Ethereum spot ETFs have seen consistent inflows over the past few weeks with $1.37B inflows across May and June reaching $10B AUM in aggregate.

The SEC has now confirmed that staking Etherum is not considered a security. One would then expect asset managers to launch staking native ETFs yielding 2.73% annually.

Positive tailwinds.

$ETH

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The Stablecoin trade is going to be a defining trade for many years to come.

The world will be upgraded to Digital Dollars as the primary settlement for a medium of exchange.

Trillions of cash equivalents to be tokenised on-chain and used for commerce, trading and payments.

Observe the demand for $CRCL exposure.

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Definitely a scenario where Bitcoin can retest $98k here given structure looks weak and heightened geopolitical risk.

Still believe any meaningful dip is for buying.

$BTC

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Still sellers as we approach closer to previous all time high but bids are stacked below defending $106k.

Think we are setting up for another period of risk-on.

Lock in.

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After my official exploit statement tomorrow I'm going dark for some time.

Will outline what happened in full detail to protect others on here. But this has been most mentally stressful week of my entire life. I can handle stress but this truly pushed me to my limits.

Handled the situation well despite the cards dealt. I want to make sure no single person falls victim to what I went through.

It's one thing to read Taleb's Black Swan then to experience true tail risk. Truly alters your world view forever.

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My official Telegram @Crypto_McKenna was thankfully recovered by the Telegram Foundation and thanks to my network got an introduction to the X team and both @Crypto_McKenna and @Arete_xyz are under my full ownership.

Without my network could not have done this. To the lads that helped I am eternally indebted.

The mandem pulled through big time.

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Hyperliquid

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I want to reiterate for the final time if you have schedule a call with me since May 19th CANCEL IMMIDATELY.

This was not me and your digital asset holdings are at risk if not fully secure.

Retweet for visibility.

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To every single person who has received an DM from me since May 19th DO NOT attend any call or invitation received.

You are exposed to a SEVERE MALWARE EXPLOIT which could lead to the loss in your digital asset holdings if not secure.

CANCEL THE CALL IMMIDATELY.

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This is the real McKenna.

I have had a severe security breach and have been locked out of my account since May 19th. Full break down to come tomorrow.

Do not interact with anyone on Telegram posing as myself. If I reach out I will ask you for a Google Meet call only and fully dox on the call to prove my identity.

Nation State level entities are attempting to spread malware to compromise you of your digital asset holdings. Wish this was a joke but it is not.

Do not interact with any accounts leveraging my identity. I will present a full breakdown tomorrow.

I am safe despite being mentally battered from levels of stress people cannot imagine.

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One of the main high profile theses is that Tron will inevitably be disrupted for stablecoin payments due to heavy network congestion resulting in higher transfer fees.

Stablecoin optimised networks that can cater to emerging markets and align with largest stablecoin issuers will eat a significant chunk of this market.

Not only is the market growing but established networks are primed for disruption.

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I hear many people say they do not like the Institutionalisation of Digital Assets. I absolutely disagree.

The bedrock of distributed consensus systems was to upgrade the rails of the traditional financial system offering real-time auditability and transparency for all actors.

We sit at a huge inflection point where TradFi is actually going to come on-chain. Bonds, equities, commodities and ETFs will be all accessible via digital dollars on blockchain rails.

This will be the single largest driving force for TVL and REV on public blockchains and I couldn't be more for it.

Institutionalise Crypto.

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Would love to see a brief dip below $100k and take out some of the recent lows formed into weekly demand.

Solid consolidation formed before a retest in all time highs in June/July.

$BTC

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Coinbase premium is back. Strength of this bid on a Sunday night feels strange.

Possible someone knows some important news dropping next week.

$BTC

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FARTCOIN above $1.5 then you probably end up seeing a retest of all time highs.

Has been in an ascending channel for entire move up and yet to go parabolic.

Tier 1 spot exchange listings inevitable at this point given how much daily on-chain volume it brings in.

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