Financial Freedom is a CHOICE 💸 No BS Crypto host 🔊 Ex- Banker 🏦 I’ve Saved 150K investors from harmful crypto advice 📘
Joined February 2021
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28 Sep 2024
With over 10,000 crypto tokens, navigating the markets can be a nightmare.
99% of projects don't actually bring any utility.
So how do we spot REAL potential?
🧵This thread will go over 8 of the BIGGEST bets I have for this cycle & the reasons why.
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Jun 13
Altcoin utility.
All coins have it - some more than others.
Retail says more utility = better... but is that true?
Remember something important: altcoins are like stocks. You buy them to speculate.
Behind them are "companies" / "foundations"... let's just call them "teams."
Assuming they're benevolent, these teams intend to make the project better and grow the user base. But that doesn't need to translate into "more utility."
As long as the company is valuable and the team is motivated, there's something to speculate on.
Because utility is just value capture - and you can't capture value that isn't there.
ONDO's only real utility right now is governance. Yet it's valued higher than coins with 5 unique forms of value capture... because those coins have nothing to capture.
I'd rather a project build huge adoption first - MORPHO and ONDO are two of my favourites - then turn on more utility later once they reach product market fit or close.
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Jun 12
🔥Interesting to see the new ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 leadership hire
Managing Director & Head of Product Portfolios seems like a role perfectly fit for Ondo's role in RWAs
The former TradFi leadership at Grayscale & Invesco says all you need to know too...
TradFi leaders are rolling into Web3
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Jun 11
Markets across crypto, equities, indexes & more are taking a hit
There's tons of anticipation for the SpaceX IPO coming on Friday
On top of this there's continued inconsistent war news
Seems like institutions may be de-risking slightly
Let's see what the next move is
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Jun 9
This is the first market cycle in crypto where institutions are all in
• DTCC
• US Government
• Mastercard
• JP Morgan
• UBS
• BlackRock
It really shouldn't be a surprise to see manipulation across the markets
But one thing is certain now,
We know the big names are here & we know crypto is likely to stay given the adoption we're seeing
It's just a battle against time now.
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Jun 9
Bulls = quiet.
Bears = fighting over where the bottom is.
Pros = buying the fucking dip.
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Jun 8
Last week Saylor said Microstrategy sold $2.5M in Bitcoin
This led to a massive panic in the markets
Bitcoin briefly broke below $60K over the weekend
And now at the fresh start of a new week, what do we see?
Microstrategy's now acquired $101M more bitcoin:native
Crypto manipulation at it's finest...
Tank it over the weekend when TradFi markets are closed,
Run it back up as the week opens.
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Jun 6
Curious to hear everyone's take on what might be causing this sharp market crash
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Jun 6
🩸Absolute bloodbath today
SP500 down 2.58%
Nasdaq down 4.8%
Gold down 3.2%
Silver down 7.88%
Bitcoin down 7.2%
You think this is FUD or is there a black swan brewing?
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Jun 4
📷Snapshot of $BTC high timeframe liquidation map
After the big move down yesterday we can see there is next to 0 liquidity down at these levels.
But when we look above...
$67-$69K with $400M in liquidations
$74K clustered with another $400M
$78K with over $700M liquidations
And as you can tell... We got more and more liquidity the higher we go up to $85K
There's not a lot left for market makers to liquidate here
Let's see what happens next
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Jun 3
📊Love the metrics on $ONDO lately
• Global Markets TVL up 41.59%
• Market share over 60%
• Ecosystem TVL at $3.9 Bil
• 29,848 RWA holders
• 194,830 ONDO token holders
• $1.57B RWA transfer volume
Ondo's grow & dominate RWAs for years now
Only difference this time?
We're seeing the price of ONDO and other alts holding up strong even as BTC crashes.
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Jun 3
The amount of bloody crypto updates I’m getting right now is wild… every refresh it’s big news.
When the market turns some alts are going to melt faces!!!
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Jun 3
Giga Gilbert with huge $QNT news.
Well done @quantnetwork !
Jun 2
Today we go live on mainnet with the Fusion Rollup, the world's first multi-ledger rollup, connecting 74 blockchain networks in one unified environment, built for institutions.
When I started @quantnetwork in 2015, the vision was simple: make blockchain work for institutions at scale across any network, without the complexity and fragmentation that's held the industry back.
For years, institutions had two bad options: bet everything on a single chain, or stitch together insecure bridges across many. Fusion refuses that trade-off. It connects to many networks at once, moving assets, settling transactions, and messaging across chains as built-in capabilities, not workarounds.
The breakthrough is unified assets. A example of a stablecoin like USDC or tokenised fund like BUIDL or any other digital assetspread across 7 chains collapses into one: uUSDC or uBUIDL. One asset, one liquidity pool, instead of 7 copies and 7 fragmented pools. Each stays anchored to its origin chain and is withdrawable anytime. No custody or compliance trade-offs.
This isn't another layer 2 or a blockchain. It's a new category of infrastructure and it's live.
Read more on: quant.network/news/a-new-cat…
→ connect.overledger.dev
→ docs.overledger.dev
#QuantFusion #EnterpriseBlockchain #MultiLedgerRolleUp #FusionRollup
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Kyren retweeted
May 31
$NEAR has been on FIRE lately
Up 75% over 30 days & for good reason!
The ecosystem statistics reflect this too.
✅Intents all-time volume nearing $20B
✅Over $500 Mil volume over last 7 days
On top of this we've seen everything from
• Bermuda Govt partnership
• Confidential Payments go live
• Bitwise Near ETP drawing $3M in inflows
The next leg up is NEAR
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Kyren retweeted
May 28
6 Layer 1 Networks to watch for:
$HBAR: Institutional ready Layer 1
$NEAR: Rapidly growing AI utility
$SEI: Selected for DTCC Tokenization
$HYPE: Top growing DeFi L1 ecosystem
stellar:native: First L1 selected by DTCC
$ICP: Running decentralized AI on-chain
What else would you add here?
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