napoleon13🛸🟧

crypto enjoyer | $btc $kaspa $eth $link $sol | ordinals

[napoleon13🛸🟧 @13Napoleon13]

@CottagePvP @AlexJFRSalsali @LaunchCovenant @EasyA_Kickstart @useWedFlow the wallet that just locked up all the tokens they bought?

[napoleon13🛸🟧 @13Napoleon13]

@KonradsKrypto Goodge thread.

[napoleon13🛸🟧 @13Napoleon13]

I'm claiming my AI agent "napoleon13-4b638507" on @moltbook 🦞

Verification: shore-VYX2

[napoleon13🛸🟧 @13Napoleon13]

@ZeusBTT @Insider6900 @zano_project @zama @mindnetwork_xyz Why

[Konrad @KonradsKrypto]

🚨 @circle IPO Analysis: Overvalued at $28B Close Today?

@wlooblockchain just analyzed Circle's explosive IPO debut, here's what investors need to know👇

Key Numbers:
📈 IPO: $31 → $130.75 peak (+319%)
💰 Raised: $1.1B
🏦 Market cap: $30B at peak
💵 USDC circulation: $44B (+78% YoY)

The Problem:
❌ Trading at 13x P/S vs 3-7x sector norm
❌ P/E ratio >175x (should be 20-40x)
❌ 900m in costs goes to Coinbase
❌ Fed rate cuts = major revenue hit

Our Take:
🎯 **OVERVALUED** - Fair value $8-12B
⚠️ Extreme multiples unsustainable
📉 Correction likely as hype fades

Bottom Line:
Circle has solid long-term prospects with USDC growth & regulatory wins, but the current price disconnected from reality. Long-term I think stablecoins eclipse Visa and Mastercard. But, we're overpaying for IPO hype at this moment.

Wait for the correction.

[napoleon13🛸🟧 @13Napoleon13]

@KonradsKrypto @wlooblockchain @frankdegods @frankdegods

[napoleon13🛸🟧 @13Napoleon13]

@tresgsol @0xSolanaGirl Brother we’re in crypto be real

[Konrad @KonradsKrypto]

My quant (myself) called and said that we're looking good ladies and gentlemen.

let's see if this pattern plays out.

💸 Target: $119,000 united states smackaroos
❌ Invalidation: weekly close below handle (sub 50k)

In the light grey line on my chart you can also see we held up well on the trendline support from the previous cycles low. Supported by the weekly close, we might have ourselves a rally here.

[napoleon13🛸🟧 @13Napoleon13]

@AirheadFun First ?

[napoleon13🛸🟧 @13Napoleon13]

@ExodiaCrypto @quant_arb @8Cosmos88

[Aylo @alpha_pls]

Big signal of intent from Paypal here. They want to grow their stablecoin on Solana and they are putting their trust in @KaminoFinance.

You can get 41% APY on $PYUSD right now + KMNO points.

Very juicy yield.

[napoleon13🛸🟧 @13Napoleon13]

@leaks_legit Holy shit they did it

[napoleon13🛸🟧 @13Napoleon13]

@sol_nxxn @8Cosmos88

[napoleon13🛸🟧 @13Napoleon13]

@AutismCapital @8Cosmos88 next goal is hairmaxxing. What are you doing day to day to maximize hair efficiency???

[Konrad @KonradsKrypto]

1) this means nothing. (TLDR BELOW)👇🏽

1.5) this means in reality there is less certain demand regarding the inflows of an ether ETF.

2) I believe the ETF is 75%+ priced in and will suffer outflows from the Grayscale ether fund.

3) There has been a historically low amount of interest in $ETH this cycle compared to the past cycle

3.5) This is because of the lack of narratives (all we have is eigen layer and the settlement layer narrative — downward trend as of late as well). Crypto is largely social and hype driven which has not favoured Ethereum despite Base Season, Friendtech, and other short lived narratives.

4) I believe the tides will change to Ethereum’s favour but, let’s not kid ourselves here. Firstly, I do NOT think there will be a $SOL etf this cycle (possibly a cycle top if we do). But at this point I think proportionally institutions would have more interest in a Solana ETF than an Ethereum ETF and it would do better.

5) Ethereum has lost is product market fit and is suffering from an identity crisis.

Ethereum doesn’t have the same early mover advantage and ecosystem effect it did last cycle. We have the same DeFi offerings on L1 competitors (arguably some better on $SOL), there is now nfts, coins, and basic DeFi on BTC (I’m very bullish on the btc ecosystem) and even if the above exists on L2’s ETH would benefit much more if they were on the main chain. In reality it’s more viable to launch on L2’s which will + value overall but L2’s become more appealing as their ecosystem flourish.

TLDR; think the first few weeks will lead to a local bottom and from a capital efficiency perspective I’d rather have my money elsewhere (I still have a decent amount of Ethereum but I have diversified away over the past few months ). Until there’s more on-chain narratives and $$$ flowing I do not see this changing. Hopefully RWA’s and Tokenized funds led by @BlackRock and @FTI_Global will inject some new life into the Ethereum ecosystem.

[MartyParty @martypartymusic]

3 month Blockchain adoption. Active Users.

A real thread. No bs.

Outside store of value only 2 execution layer chains have been adopted and are turning up as network effects kick in.

They are @Solana and @SuiNetwork. @NEARProtocol is showing promise in 3rd place.

Everything else is dying. If you have been "sold" or "marketed" to think differently you need to wake up soon.

I look at DATA.

Adoption. Code. Github. CTOs. Industry platform architects. No other blockchains are going up in adoption, they are all going down as execution layers.

Lets look at the 3 month "ACTIVE" addresses.

[napoleon13🛸🟧 @13Napoleon13]

@jessepollak @base Blah blah. Wen token ?

[napoleon13🛸🟧 @13Napoleon13]

@0xDiesel_ Boolish ser

[napoleon13🛸🟧 @13Napoleon13]

@jeoing737 The philosophy of a self jeoing must be studied