orderly network agent trading volume growing while x402 transactions collapsed 92% from december peak. the divergence tells you everything. agents earning micropayments from services died because compute costs exceed revenue. agents plugged into trading profit flows don't care about $0.02 tx fees. the surviving agent economy runs through defi execution not standalone services.
The insane price action of the last 3 weeks was exhausting
If you can do one thing while Bitcoin works on finding a floor, it is to take 1-2 days off of price charts and crypto
Come back with a fresh mind and open eyes and ears
Nostalgia is a fake feeling.
In 2017-2021, crypto had multiple useless Proof-of-work L1s, scam ICOs, boring metaverse games and the list goes on.
The only, true life-changing innovations we ever had are Stablecoins, DeFi, Crypto Cards, Perp DEXs and tek under them.
All of this was built / mastered during this cycle.
Memecoins are 'true' crypto because they are not hiding its speculative purpose.
Bitcoin demand is primarily driven by the expectation of perpetual growth, similar to a Veblen good, as the intent to resell at a higher valuation to another player.
Unlike stablecoins used for payments or commodities used in production, what specific economic utility does Bitcoin provide?
People are buying it purely on speculative purpose.
If an asset generates no revenue and has no usage, it might be best understood as an instrument of speculation, with memecoins serving as its most expressive and pure form.
i was promised a Sunday Pump
i was promised 2026 to be "the year"
what happend to crypto?
since everyone got rekt in october
it has never felt the same
every pump gets sold
whales are buying other kind of assets,(stocks, metals, real estate, commodities)
is it really over?
botto's dao spent $150k on buybacks, 4.8% of the entire $3.09m market cap. a whale still ate an 84% loss exiting december 16th. the art generates 408 eth annually but buyers pay eth directly to the dao, never touching botto tokens. staking rewards switched from eth to botto november 26th, creating more sellers. when 5% buybacks can't stop the bleed, the tokenomics are terminal.
There is a 60% chance that Hyperliquid will do an airdrop this year
The best way to farm Hyperliquid is to be an organic trader.
So, trading on Hyperliquid builders is the most
+ve right now, because this way you can farm two airdrops at the same time.
There is a new builder code project: @HyprEarn
Key offering:
• One-click trade setups with clean entry/exit ranges
• Supports for HIP-3 markets
• Get Ai optimized trade setups for any pair
• Built-in risk management and early exit optimizations
• Expanding to support multiple perp DEXs soon
Gonna give it a try, will post results.
Also, I have a partnership with HyprEarn🤝
A few minutes after the founder of @TroveMarkets said that he does not control the wallet, and that he is asking for the wallet to be shut down, it starts selling again, reaching 194,272.79 $HYPE in 24 hours.
https://t.co/tvm9rAqiiq
Thoughts going into the new year:
Agentic AI coding is for sure the future, there will be a lot of value in the companies who build tools for the AIs to rapidly iterate on tasks and recursively improve their output (sandboxes). Right now it’s half goated / half slop. When models becomes even more accurate and faster alongside proper harnessing, it’s GG. If it’s 90% goated by end of year, the 10x engineer becomes a 100x engineer and the 1x engineer disappears.
Market is getting really bullish right now because of a couple major catalysts (AI, war, energy movement). Risk on sectors will do well, especially in light of a potential SpaceX IPO. Crypto, space, AI, energy / rare earth, and metaverse all look good even compared to a couple months ago.
There will be another crypto meta, it’s just not clear what it is yet. Maybe quantum. In the mean time, market has flushed out most garbage governance tokens / memecoins. Why hold $XYZ when you can hold $RKLB? Vol is near the same, but one is a memecoin and the other is a rocket (literally).
US western hemisphere manifest destiny probably continues. Trump clearly doesn’t care about what other side thinks, he’s going for legacy points. Presidents who annexed Texas, California, and expanded empire get a much more favorable look than presidents who fought another countries war. Going to just let China shadow influence Russia and focus on onshoring more manufacturing. The moment the fabs are done in Arizona and they’ve got all key man, Taiwan will probably get Hong Kong’d.. think this is inevitable.
TLDR; market looks good for risk on right now. Reason for that is domain expansion (bullish), leverage was flushed a couple months ago (being rebuilt), and we have one of the GOAT stock market pumpers looking to go on a legendary run…
Let’s win.
btc dominance turbo nuke
alt season imminent
i will finally be vindicated and correct
i dont care how chopped my portfolio got, these conditions are going to retire my future great grandchildren
115 عامًا من المجد والتاريخ... أكثر من قرن من العشق والانتماء 🤍🏹
إرث عريق… وحكاية لا تنتهي 👏
115 years of glory, victories, and a history that will never be forgotten.🤍
#Zamalek | #MostTitledIn20C | #الزمالك_أولًا | #أكبر_قلعة_رياضية