Mad Lukas

Christmas gift from #Binance @CZ @vietbigbrother

Thank you so much! $BNB always on top!

SILVER CROSSES $70/OZ FOR THE FIRST TIME IN HISTORY

#silver #ATH

🇺🇸 U.S. economic growth accelerated in Q3, with GDP reaching 4.3%, well above the 3.2% forecast and the highest level since Q3 2023.

The surge was fueled by resilient consumer demand, aggressive infrastructure and AI-related investment from major companies, and higher government spending.

Looking ahead, Q4 growth is likely to slow sharply, as the impact of an extended government shutdown weighs on the economy.

#GDP #USA

“Crypto Winter May Last Longer, Cash Is Key” — TD Cowen

According to TD Cowen, the crypto market may be facing a prolonged crypto winter, with prices likely to remain under pressure or move sideways rather than rebound quickly.

In this environment, the firm emphasizes the importance of maintaining cash reserves as part of an investment strategy. Holding cash helps preserve capital, manage volatility, and provides flexibility to take advantage of opportunities if asset prices fall further.

The reasoning is straightforward: crypto remains highly volatile, liquidity conditions are uncertain, and past market cycles suggest extended consolidation phases after major downturns. As a result, institutional investors tend to balance exposure to risk assets with sufficient cash to reduce downside risk.

Rather than going all-in on crypto, a diversified approach that includes meaningful cash reserves is viewed as a prudent strategy during an extended market slowdown.

#BTCVSGOLD #bearmarket

Blockchain activity is cooling off — what the data really shows

New data from Nansen reveals a clear slowdown in onchain activity across 11 major L1 and L2 networks over the past year, signaling weaker market momentum.

Ronin saw the steepest decline, with active addresses dropping around 70%, mainly as interest in the game Pixels faded after its peak. Bitcoin also recorded a 7.2% decrease in active users, making it the only network in the top five showing contraction.

Many #Ethereum Layer-2s are losing traction as well. ZKsync’s transaction count fell nearly 90%, while Scroll and Arbitrum also saw notable declines. Despite this, Arbitrum remains among the most-used chains, helped by a strong app ecosystem and the rise of tokenized assets like onchain U.S. equities.

Ethereum mainnet continues to expand, with active addresses up 25% and transactions up over 20%, even amid criticism of its rollup-heavy design and liquidity fragmentation.

Solana still leads the industry in active users, while $BNB Chain’s 159% growth shows that some networks are managing to retain users beyond short-lived hype cycles.

#DownTrendStarting

According to Memento Research, an analysis of 118 token launches in 2025 shows that 84.7% of projects traded below their launch FDV. Median FDV fell 71%, while median market cap dropped 67% after listing.

The core issue is poor token design: most tokens are allocated to founders and early investors, while initial circulating supply is extremely low. When unlocks hit, sell pressure overwhelms real demand.

At the same time, investor behavior has shifted. Markets are far more cautious, favoring assets with proven history and deep liquidity over new TGEs chasing quick gains.

The takeaway is clear: TGE models need a reset. Projects must rethink pricing and tokenomics, and investors should focus on real demand and execution—not hype or branding.

#FDV #TGE

The rapid growth of USD-pegged stablecoins is fueling a model of a “global, 24/7, borderless $USD banking system,” allowing users worldwide to access and use the U.S. dollar without relying on traditional banking infrastructure.

With a market size now exceeding $300 billion, stablecoins such as USDT and USDC are being integrated into neobanks and digital finance apps. This enables users—especially in regions like Africa and Latin America—to store value in USD and make fast, low-cost, instant cross-border transfers, avoiding the high fees and time restrictions of traditional banks.

This trend is supported by U.S. policy aimed at expanding the global role of the dollar, effectively positioning stablecoins as a new digital banking and payment infrastructure that directly competes with the existing financial system.

#stablecoin #USD

Gold authenticity is becoming harder to guarantee — even for professionals. As verification methods improve, so do scams. Today, gold can look perfect on the surface, pass basic tests, yet still be diluted inside with materials like tungsten. Detecting this often requires cutting, melting, or advanced lab analysis — after damage is already done.

Bitcoin is fundamentally different.

Anyone, anywhere, can verify Bitcoin’s authenticity with 100% certainty, instantly, without trust, permission, or intermediaries. No surface tests, no labs, no “cutting it open.” The network itself enforces truth.

Gold relies on trust, expertise, and physical inspection.
Bitcoin relies on math, code, and global consensus.

As counterfeit methods evolve, the cost of trust keeps rising.
Bitcoin removes that cost entirely.

This is why Bitcoin matters — not as a replacement for gold, but as a new standard for verifiable, trustless value.

#BTCVSGOLD $BTC #Bitcoin

CryptoQuant suggests that Bitcoin may have entered a bear market, or at least a phase of significant market weakness.

Several key on-chain indicators have turned negative, signaling declining momentum and increasing selling pressure.

Data shows weakening market liquidity, with reduced inflows of new capital into Bitcoin compared to earlier periods.

CryptoQuant warns that Bitcoin’s price could continue to fall, potentially retesting the $70,000 level or lower if the downtrend persists.

However, the firm notes this may also represent a deep correction within a broader market cycle, rather than a prolonged bear market like in previous cycles.

#Bitcoin #BTCVSGOLD

🇻🇳 Vietnam Still Among the World’s Top Crypto Users

Vietnam ranks high again in the World Crypto Rankings 2025, growing bottom-up with massive user adoption despite no clear regulations or incentives.

While Singapore and Hong Kong grow through top-down policy, Vietnam and the Philippines grow from real needs like remittances, savings, small payments, and gaming. Vietnam is now #4 globally in daily crypto usage, mostly using USDT/USDC for cheap, fast cross-border transfers.

#Vietnam is also #1 worldwide in DePIN devices, proving how fast locals adopt new tech.

#WriteToEarnUpgrade #CryptoMarketAnalysis

When Bitcoin hovers around $85,000, Saylor says:

“Volatility is Satoshi’s gift to the faithful.”

He explains:

If BTC simply went up 2% every month in a perfectly steady, non-volatile way, then:

“Warren Buffett would have bought it all.”

His point:
Volatility is what gives early believers a chance to own $BTC — if Bitcoin were too stable, traditional giants would have already swallowed the entire supply.

#Bitcoin $BTC #BTCVolatility

Solana has introduced proposal SIMD-0411 to double the annual inflation reduction rate from -15% to -30%. This change will accelerate the network's inflation reduction timeline compared to the original plan.

Currently, SOL's inflation rate is at 4.18% with a target of 1.5%. Under the new proposal, the time to reach this target will be shortened from 2032 to early 2029, reducing the timeline from 6.2 years to 3.1 years.

This change will reduce the total token issuance by 22.3 million SOL (approximately $2.9 billion at current prices) over the next 6 years. This is expected to decrease selling pressure from staking rewards and increase token scarcity.

The proposal is well-received for its simple, predictable design that doesn't alter the core tokenomics structure. It only adjusts the inflation reduction rate, making monitoring and impact assessment more transparent.

With faster inflation reduction, staking yields will become less dependent on new token issuance and gradually stabilize. This could encourage users to hold SOL longer instead of selling, thereby increasing ecosystem sustainability.

#Solana $SOL #SolanaStrong

Unfavorable technical signals and current crypto market risks:

1. Negative technical signals:
- SuperTrend indicator switches to "sell" signal on weekly timeframe
- Bitcoin closes below the 50-week MA - crucial boundary between bull/bear markets
- Similar pattern previously led to 84% (2018) and 77% (2022) corrections

2. Market sentiment:
- Fear & Greed Index drops to 11 points - lowest since February 2025
- Reflects spreading "extreme fear" sentiment
- Declining trading volume

3. Capital flow pressure:
- US Bitcoin ETFs recording consecutive outflows
- Decreasing accumulation demand from listed companies
- Institutional money flow no longer as strong as early year

4. Possible scenarios:
- Scenario 1: Continue declining before reversal (like 2021)
- Scenario 2: Maintain prolonged downtrend (like 2022)

5. Assessment:
- Bitcoin's short-term outlook becomes challenging
- However, not every sharp correction leads to a prolonged bear cycle
- Could be foundation for a more sustainable uptrend

#MarketPullback #BTC90kBreakingPoint

Ethereum has just introduced the Ethereum Interop Layer (EIL) — a new technology that allows users and developers to interact with all Layer 2 networks as if they were a single unified Ethereum chain, eliminating the need to switch networks or use bridges.

Layer 2 rollups like Arbitrum, Base, Optimism… make transactions cheaper and faster, but they also fragment the Ethereum experience. Users currently have to: switch networks, use bridges, and manage tokens across multiple chains.

EIL solves this by enabling “one wallet for all L2s.”

EIL moves all cross-chain logic into the wallet itself, allowing users to:
• Send tokens, mint NFTs, and swap on any L2 with a single action
• Never worry about which chain a token is actually on
• Avoid using bridges or third-party relayers

Ethereum starts to feel like one unified chain again.

#Ethereum $ETH #Layer2

Why is BTC dumping so hard?

Bitcoin isn’t crashing because of some “mysterious reason.”
It’s a chain-reaction of multiple dominoes falling at the same time:

⸻

1. The old narrative collapsed

Before: “The Fed will cut rates soon.”
→ $BTC pumped from 40k → 126k.

Now: The Fed likely won’t cut (probability dropped to ~40%).
→ The entire bullish thesis fell apart.

⸻

2. Institutions are exiting—fast

ETFs used to be the “golden bridge” bringing institutional inflows.
Now they’ve become a massive exit door.

Just a few days: $1.1B flowed out.
Not panic selling—just normal portfolio rebalancing.

⸻

3. Old holders taking profits

People who bought at 40–80k are up 50–150%.
When conditions turn bearish, they take profits and wait for a cheaper re-entry.

In the last 30 days, they’ve sold 815,000 BTC.

⸻

4. Leverage blew up

Open interest hit $94B, with some platforms offering 1000:1 leverage.
When price broke below 100k → forced liquidations → $20B wiped out → price drops further → even more liquidations.

A real vicious cycle.

⸻

Right now, there’s no natural buyer:
• Institutions → de-risking
• Long-term holders → waiting for cheaper prices
• Retail → scared
→ Price must fall deep enough to wipe out leverage and attract real buyers back in.

⸻

The $600B “evaporated” is simply paper profits deflating after the market realized the Fed won’t ease policy.
Nothing mysterious — the system is just resetting to a fairer price level.

Hold cash.
Avoid leverage.
Wait for a real bottom, then buy.

Done.

#BTC90kBreakingPoint #MarketPullback #FED

Persona Imagine just unlocked a whole new level for holders 🤯

Your Persona NFT used to be just a profile picture.

Now? You can turn it into any kind of content you want—instantly.

Just:

1️⃣ Select your Persona
2️⃣ Upload or choose a reference image
3️⃣ Pick a style (art or full scene)
4️⃣ Generate → boom, Persona-quality artwork in seconds.

And that’s only the beginning 👇

⸻

🚀 New Feature: Brand Packs

Persona Imagine now lets you build your own personal brand kit:
• Stickers for messaging apps
• Expression packs (different emotions for your PFP)
• Chibi versions
• Outfits — full outfit sets built for your Persona

All AI-powered and perfectly matched to the Persona art style.

⸻

👘 Oh, and outfits? They’re crazy good.

Pick a style → The system auto-creates full outfit artwork.
Mix them into any future images you generate.

⸻

Persona Imagine isn’t just an art tool —
it’s a brand factory for every Persona holder.

Fast. Clean. On-style.
And fully controlled by you.

#nft #Persona

📅 Key Economic Events to Watch This Week
(17 – 23 November 2025)

This week is packed with major U.S. economic releases – the exact data points the Federal Reserve closely watches when deciding interest-rate policy.

Latest CME FedWatch Tool probabilities for the December 11, 2025 FOMC meeting:

• No change: 56.8%
• 25 bps rate cut: 43.2%

#CME #FOMC

NO COUNTRY FOR OLD MEN

1. Buffett and Dimon don’t understand—or don’t need to understand—crypto.

They are leaders of the old financial system.
Crypto is a new financial system that threatens their business model.
Their criticism isn’t objective — it’s a conflict of interest.

2. “Bitcoin produces nothing.”

Neither does gold.
Nor land that isn’t rented.
Nor art.
Nor collectibles.
Nor any store-of-value asset.

Bitcoin isn’t supposed to generate cash flow —
it’s digital scarcity, a hard-money alternative.

3. Bitcoin’s value is NOT “hoping the next guy pays more.”

Its value comes from:

•Fixed 21M supply → mathematically enforced scarcity
•Decentralization → no government can seize or print more
•Global network security powered by mining
•Increasing institutional adoption

It’s not a “greater fool” game — it’s a digital commodity.

4. High volatility doesn’t equal lack of value.

Every disruptive technology is volatile early on:

•Amazon dropped 95%
•Tesla dropped 70% multiple times
•Dotcom crashed before the internet became essential

Volatility isn’t a flaw — it’s a sign of early-stage adoption.

5. Jamie Dimon asking “How do you know it stops at 21M?”

proves he doesn’t understand Bitcoin.

Bitcoin cannot change its supply without:
•~95% miner consensus
•Global node consensus
•Community consensus

That’s practically impossible.
If the CEO of JPM doesn’t know this, that says more about him than about Bitcoin.

6. While they criticize crypto publicly, financial giants are buying Bitcoin privately.

•BlackRock
•Fidelity
•Ark Invest
•MicroStrategy
•Major banks quietly offering BTC services

Traditional finance is accumulating while its figureheads are dismissing it.

Buffett and Dimon aren’t wrong — they’re just speaking from a world that Bitcoin is replacing.
Crypto isn’t trying to upgrade the old system.
It’s building a parallel one that doesn’t rely on banks.

Of course the old guard is uncomfortable.

#Bitcoin $BTC $ETH #WarrenBuffett #JamieDimon

If you traded over $10k worth of NFTs on OpenSea since 2023, you are eligible to claim $KONG

#NFT #OpenSea