2TheMoon

BTC market notes & data-driven commentary. Building tools, sharing charts & risk management. Educational only - not financial advice.

[2TheMoon @2TheMoonLexA]

🗒️

[NEXTA Polska @nexta_polska]

❗️Sąd Najwyższy USA unieważnił wszystkie globalne taryfy i cła wprowadzone przez Trumpa.

[2TheMoon @2TheMoonLexA]

@XMonetization_ Hello

[2TheMoon @2TheMoonLexA]

@fuelkek True

[2TheMoon @2TheMoonLexA]

@XMonetization_ Hello lads:)

[2TheMoon @2TheMoonLexA]

@YouriDB @KittyCupCoin GM mate!

[2TheMoon @2TheMoonLexA]

@YouriDB Thank you! Wishing you a wonderful week ahead! 🌜

[2TheMoon @2TheMoonLexA]

GM

[Dami-Defi @DamiDefi]

Leading Crypto Narratives in 2026 by Revenue (Past 12 Months)

Here's where the REAL money is being generated:

- Bitcoin & Layer 1 Fundamentals: $10B
- Stablecoins & Stablechains: $8.3B
- Perpetual DEXs & Derivatives: $3.7B
- Real-World Assets (RWA): $1.7B
- Privacy & Zero-Knowledge (ZK): $1.5B
- Memecoins & Launchpads: $762M
- AI & AI Agents: $516M
- ETFs & Institutional Wrappers: $400M
- Prediction & Opinion Markets: $318M
- DePIN (Decentralized Physical Infrastructure): $72M

Bitcoin/L1 fundamentals and stablecoins DOMINATING revenue generation—combining for $18.3B.

Perp DEXs generating $3.7B shows DeFi is far from dead.

RWA at $1.7B despite being the most profitable narrative by returns (+185.8% in 2025).

DePIN at just $72M despite massive hype—revenue doesn't match the narrative yet.

Some narratives have MASSIVE social hype but tiny revenue (DePIN).

Which narrative surprised you most? 👇

[2TheMoon @2TheMoonLexA]

@AshCrypto It shouldn't work that way. Now, BTC and crypto should ban this bank. For ever. Which would mean exclusion over time.

[2TheMoon @2TheMoonLexA]

@elonmusk True

[2TheMoon @2TheMoonLexA]

@Washigorira If people want to make real money, they have to learn how to protect capital first.

Without capital preservation there is no progress, just survival mode 🌜

[2TheMoon @2TheMoonLexA]

@markchadwickx The structure looks constructive, but “alt season” isn’t a guarantee.

I’ll treat it like a thesis: scale in, keep RR clean, and cut fast if BTC dominance rips.

[2TheMoon @2TheMoonLexA]

@FrankAFetter @_checkonchain Mayer says cheap vs 200DMA. Market says volatility.

The edge is surviving the next swing with solid RM.

[2TheMoon @2TheMoonLexA]

@MaxCrypto Not surprising. A yuan stablecoin is basically monetary policy with an API.

Beijing will want full control over who issues it and where it circulates.

[2TheMoon @2TheMoonLexA]

@MikybullCrypto Fair take. The opportunity is real, but “macro bottom” is a thesis, not a signal.

Best edge is defined invalidation + clean R:R, not conviction.

[2TheMoon @2TheMoonLexA]

@BitcoinArchive Oversold is a condition, not a buy signal. Great for R:R, but you still need confirmation and a clean invalidation level.

[2TheMoon @2TheMoonLexA]

@QuintenFrancois @SubuTrade Fear is a setup. Risk is the key.

[2TheMoon @2TheMoonLexA]

@MaxCrypto Mint ≠ instant buy pressure. It’s inventory.

Watch: exchange inflows ➕ spot volume ➕ funding/OI, not the headline.

[2TheMoon @2TheMoonLexA]

@MerlijnTrader Facts. Prediction is overrated. Process wins: position sizing, defined invalidation, and staying solvent through the noise.