Multistrategy Fund Defi ETH SOL | NFT | Top Blur Lender Punk Collector

Joined July 2020
441 Photos and videos
Sancrypt retweeted
Look where we stand on BTC, if this is not the end of it, the 200 SMA on the Weekly has always been a great buy. Still most are refusing to buy. 2015, 2018, 2020, 2022, 2026 : 61627$ tapped on 4th of June.
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Approaching its lower boundary once more ๐Ÿ‘‡
๐Ÿ”ฎ 2026 first half: 55kโ€“85k chop mid-2026: recovery toward 90kโ€“110k late-2026: reclaim prior highs year close: ~118k
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Sancrypt retweeted

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Sancrypt retweeted
JUST IN: Standard Chartered compares Ethereum to Amazon during the 2001 dot-com bubble burst, says ETH will catch up to internal metrics - The ether price has fallen sharply in recent months, but the underperformance does not reflect continuing improvements in Ethereum's internal metrics, according to Standard Chartered Bank's Global Head of Digital Assets Research, Geoffrey Kendrick. - Kendrick compared ETH to Amazon stock during the 2001 tech bubble burst, saying ETH will catch up to internal metrics and that "it is just a matter of time." - Kendrick maintained his ether price targets of $4,000 by end-2026 and $40,000 by end-2030. Full story soon...
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Sancrypt retweeted
Let's talk Serena Punks ๐Ÿงต๐ŸŽพ Many NFT projects crave the attention celebrity endorsement can bring Very few gain it organically Between March and August 2021 Alexis Ohanian (entrepreneur, co-founder of Reddit and husband of Serena Williams) purchased 7 of the 25 punks with attributes Female, Headband and dark skin
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BREAKING NEWS๐Ÿšจ @BitMNR (BMNR) will be added to the Russell 1000 Index the 26th of June 2026. @Sharplink (SBET) will be added to the Russell 2000 Index the same day. The floodgates to passive inflows are moving! Are people in Ethereum ready for their ETH going to the moon?๐Ÿš€
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This will age like a fine wine ๐Ÿ‘‡
Dan Sundheim, who is about to make $20 billion off the SpaceX IPO, has been loading up on cryptopunks this year. Unlikely to be as successful as his SpaceX bet, but I think he'll 10x on this digital art portfolio.
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Sancrypt retweeted
ETF approvals: ETH $1k -> $4k Bitmine Pectra: ETH $1.5k -> $5k Clarity Glamsterdam: ETH $2k -> ...
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Sancrypt retweeted
Not sure if this may clear things up or muddy it further - I just know we are winning and it's time to get fully back to building and remember that our patience will be rewarded: imo it's a common misconception that the EF and/or Vitalik don't care about the price of ETH. They do care, very much, because they want Ethereum to be globally ubiquitous for a thousand years, and they know that this audacious goal requires lots of resources and economic security which can only come from a terrific ETH valuation. The reason the EF has often over the years appeared not to care about the price of ETH is two-fold: One, the EF is overall insanely confident in Ethereum and in ETH. As they should be. They've earned it and earn it every day. So when we are bearish or scared about the spot price, it's just effectively noise from their perspective of strong conviction and focus. Two, the EF cares about price in long term structural ways that are incomprehensible to many of us. We want to know why Didn't Number Go Up in Q4 Or Yesterday. Whereas they want to know, "How will Ethereum remain dominant after quantum computers?" and, "How will Ethereum be the world's economic hub for trillions in assets and thousands of L2s across a hundred countries?" These are inherently bullish questions. And their programs/answers in response are gigabullish. The EF departures are not because the people departing feel differently about Ethereum and our trajectory vs. the people staying at EF or vs. community folks like me. The EF departures are because - Even benevolent special smart wonderful people naturally have internal politics and differences of opinion over substrategies, policies, etc. Vitalik and his leadership team feel the EF should be run in a certain way. Some folks disagreed. Some tiny number were asked to leave for Reasons. Some few others left immediately due to Reasonable Net Feelings. Some more are leaving because the Wheel is Turning and they feel that while we all love Ethereum and are extremely excited for our roadmap and proud of past wins, the time for new blood is here. New blood means genzeth and also young up and comers who are ready to take the reins of their teams and departments. What's important is that the EF's determination is as strong as ever and its strategy and focus are better than ever before. Credible neutrality. Decentralization. 100% Uptime. Postquantum. Privacy. Scaling L1 L2. Unifying/improving UX for L1 L2. The EF is on it. What's also important is that the EF is now complemented and balanced by a growing cohort of deeply invested elite eth orgs across the stack/verticals/technologies/go-to-markets, including top L2s like Base, Arb, and zkSync, DATs like BMNR and SBET, and enterprise groups like Etherealize and Consensys, and too many more orgs and kinds of orgs to list here. We will miss the great EFers leaving this season. The EF is not only going to be fine, they are going to be amazing. Let the wheel turn. We're ready. This bear market- secularly in crypto and in terms of global issues- is unfortunate, but that's the industry. ETH will hit multi trillion in due course. Strap in, be patient. Help out. Get involved. I've been here for 8 years now full-time and it's never more felt like I'm just getting started. Ethereum.
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Sancrypt retweeted
๐Ÿ‘‡ still playing out
๐Ÿ”ฎ 2026 first half: 55kโ€“85k chop mid-2026: recovery toward 90kโ€“110k late-2026: reclaim prior highs year close: ~118k
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Sancrypt retweeted
Secure hundred hundreds of billions of economic activity from from stable coins to NFTs, from RWA's to DeFi. If ETH was turned off tomorrow it all goes to zero. All of it as does the future value. At least a $1trn on value
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Saylor not even buying last week and BTC stays strong above 78k. Expecting to hit 90-92k by Mid May once STRC machine starting
I'm expecting Saylor to buy $2-3B of BTC over the next 2 weeks via STRC, sending BTC above $80k. People capitulated and sold the bottom and there aren't enough marginal sellers to push us lower anymore. Expect buying to start this week and accelerate into May 14th.
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Sancrypt retweeted
Punks will teleport to 40-50e any day now
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If you swapped your PFP from an NFT to your face, there's still time to change it back so people can trust you again
If you swapped your PFP from an NFT to your face, there's still time to change it back so people can trust you again
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Sancrypt retweeted
The parabolic rise in trading card sales in 2020-2021 reached it's first blow-off local top in March 2021, about 3-6 months before NFTs catapulted. We are seeing signs of a blow-off top again in physical trading cards. NFT summer programmed.
๐Ÿ‘€ Trading card sales are going parabolic again like they did in 2020-2021
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Most undervalued NFT collection
pudgy penguins ($PENGU) is generating $100k daily revenue from physical toy sales across walmart and target. 3m units sold in under 2 years. $608m market cap on $36.5m annualized revenue is a 16.6x multiple for a consumer brand still accelerating. NFT floors up 20% and token up 70% in april simultaneously. that almost never happens with NFT project tokens because one usually cannibalizes the other. dual appreciation means there's genuine separate demand for both assets. the reverse funnel is working. normies buy a penguin toy at walmart, scan a QR code, end up in pudgy world, eventually touch crypto. 10m monthly touchpoints through foot traffic alone. 100b giphy views. congressional testimony. BE@RBRICK collab. manchester city partnership. visa card with 100k signups in 24 hours. this is the only NFT project that said forget the JPEGs we're building a consumer brand and actually executed it with real shelf space and real revenue. yuga labs traded at 30-40x revenue at peak. pudgy is growing faster at 16.6x
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Punks. Apes. Penguins
Punks. Apes. Penguins
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Decentralised for the good citizen but not for the criminals. Think we can live with this.
I'm a member of the Security Council & I can tell you we did not make this decision lightly, there were countless hours of debates, technical, practical, ethical and political. But all it takes for evil to triumph is for good men to do nothing, so today, we decided to do something.
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Sancrypt retweeted
I think someone smart with a lot of ETH will see a real opportunity to buy aWETH off people. My math suggests worst case is low-single-digit impairment and willing to wait for liquidity (but you get paid while you wait). Feels a lot like the USDC depeg weekend where you knew all users could exit 1:1 after you backed out what MakerDAO held (and they had no fast path to redeem) Not to minimize contagion, because RIP many other specific stakeholders (e.g. Umbrella), but aWETH looks like it gets either par or few hundred bps cut.
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