#ProjectCrypto Sell everything and come back later. Whole market is in nuke mode and only rewarding are shorts at the moment.
Adding some more fluff words in order to be eligible for write to earn and rewards for tasks. Also, my recent trade that I took and got myself rekt. Yes, crypto can mostly make you poor and miserable, or even be dependant on antidepresants like myself. I had great wealth in 2021, about 150.000usd but look at me now. I am writing to earn for atleast 1usd a week and thats best case scenario. I just want to be able to provide for my family and wife. We planned to have a baby, but how now when everything is so damn expensive everywhere in the world?
You want to reply and show that you arent a bot?? Go ahead. And I wish you a great day ser.
Everyone was dm’ing me (not a single person asked or cares) about them so I did a little thought, modeling, and analysis on the new crypto treasury companies trend. The thesis is clear: the denominator is worthless. Individuals and companies are accumulating assets they believe will rise relative to the dollar in an effort to beat inflationary pressures.
The math of Microstrategy $MSTR and other treasury companies is simple: as long as Expected Asset Appreciation > Cost of Debt, loop as many times as humanly possible. Hence Saylor being able to raise multiple billions every month at the wave of a hand. But the key word here is “expected”. Bitcoin $BTC at $20k had larger expected asset appreciation potential than it does at $120k (however, most like to try and clip tail risk so the view that the potential is greater right now is probably more widespread than one would think). When creating or investing in these treasury companies one must consider their asset’s appreciation potential and the investment time frame. Bitcoin is expected to outpace inflation, as it has done in remarkable fashion since inception. The same underlying formula applies for all treasury companies.
One I gave more thought to was Hyperliquid $HYPE. It’s unique within this framework because they not only have the same rising tides lifting asset prices (if you want to argue about fundamentals determining prices of crypto all I ask is you explain how Cardano is worth $30B+), they also have something unlike any other asset: the Assistance Fund. A price-indiscriminate perpetual buyer based on protocol revenue. So I created a simple model emulating a hypothetical treasury company and added this unique layer.
Be careful with $GLM !! This happened many times in past years, just basic pump and dump over the weekend. Would recommend shorting this once volume dries down. #GLMUSDT
Grayscale is eyeing $GRASS as a potential investment asset for Q3 2025.
In its latest “Assets Under Consideration” list, Grayscale has added $GRASS alongside a curated batch of digital assets that could soon be featured in its investment products.
Though this doesn't guarantee immediate inclusion in a Grayscale trust or fund, being under consideration signals strong institutional interest and adds a layer of legitimacy.
WHY THIS MATTERS 👇 💼 Grayscale ranks among the largest crypto asset managers worldwide. 🌱 Just being on their radar can significantly elevate $GRASS's profile and investor confidence.