It’s understandable markets rallying on a more dovish JPow who confirmed what we’ve been saying for weeks that they are implicitly accepting higher levels of inflation
Indeed, the job of central banks in the face of an exponential debt spiral is to keep inflation as high as possible without anyone noticing and inflation expectations becoming unanchored
Inflate away the debt, devalue the currency and reduce the real debt burden
That’s why Bitcoin will forever go higher, it’s just maths!
However, the Fed and rate cuts aren’t the primary risk driver in markets
We have the Us printing fiscal deficits north of 6% and other major economies ramping fiscal
Global liquidity and global M2 rising
The dollar remains in a downtrend
Oil prices are soft
Credit spreads tight and bond volatility dampened with the financial repression and “treasury QE”
These are hugely stimulative for risk
We only need JPow to not tighten and drain liquidity and we will continue to pump
25bps in Sep, although supportive is not why we have remained resolutely bullish on crypto and equities
This bull market is not close to the end and JPow just told you to carry on pumping
🚨🚨Why $1 for $Order is going to happen sooner than later!
What if you could get the speed of a CEX, the transparency of a DEX, and trade across multiple chains… all from one order book?
That’s what @OrderlyNetwork ($ORDER) is building. Here’s why it might be one of the most undervalued tokens right now 👇
🔹 What is #Orderly?
Orderly is an omnichain trading infrastructure — a shared central limit order book (CLOB) that plugs into DEXs across EVM & non-EVM chains.
Think of it like the “engine room” powering next-gen DeFi apps.
🔹 Why it matters
•CEX-like execution speed
•On-chain settlement for transparency
•Shared liquidity across chains (EVM + Solana + others coming)
•Developers can build DEXs, perps, options, all on top of Orderly
🔹 $ORDER Token Utility
•Governance 🗳️
•Staking → earns VALOR points + a share of protocol fees
•Traders & market makers get boosted rewards if they stake
•Future integrations for more DeFi use cases
Already, stakers earn 60% of net trading fees in USDC. 💰
🔹 Tokenomics
•1B total supply
•55% ecosystem growth (airdrops, rewards, incentives)
•20% team/advisors
•15% strategic investors
•10% foundation
Big chunk reserved for community = strong long-term alignment.
🔹 Adoption & Roadmap
•Solana integration (Q4 2024)
•Multi-collateral support + advanced orders (2025)
•Decentralized governance + full omnichain support
•DEX-as-a-Service SDKs for devs
They’re not just building an exchange — they’re building the backbone of DeFi trading.
🔹 Why $1 is realistic
•Current FDV vs. TAM (trillions in DeFi + CeFi trading) leaves massive upside
•Clear revenue capture → real yield in USDC, not inflationary emissions
•Expansion to multi-chain unlocks huge liquidity
•Strong tokenomics & ecosystem incentives
A $1 $ORDER isn’t hopium — it’s a matter of adoption. 🌐
DeFi is moving beyond AMMs. The next wave is on-chain order books with real liquidity & omnichain execution.
Orderly Network is positioning itself as the infrastructure layer for this shift.
Keep your eyes on $ORDER 👀
@_reluctantlee I respectfully disagree, the returns from the vault are bringing a lot of new eyes to the project & it would be disingenuous to make a significant change to the revenue model now. Also, the current APY will reduce as the vault gains more capital. I expect it to settle around 20%