Heisenberg 🫎

Exploring the world of Crypto & Web3 | Airdrops, Alpha & Project Insights | Let’s grow together 🌐

[Heisenberg 🫎 @Cipher0xShade]

@FefeDemeny Literally this is my pf's 10% trade got 2x

[Heisenberg 🫎 @Cipher0xShade]

@FefeDemeny I listen it bro I have a proof for it

[Polymarket @Polymarket]

JUST IN: Scientists say AI has decoded communication patterns in mice, dolphins, apes, birds, whales, & cuttlefish — could eventually lead to humans communicating directly with animals.

[Heisenberg 🫎 @Cipher0xShade]

@smol_intern But it will take 6 month time

[Heisenberg 🫎 @Cipher0xShade]

@VivanLive Bro top is in u will gonna top blast

[Heisenberg 🫎 @Cipher0xShade]

@FefeDemeny Bitcoin definitely perform better then spx when correction starts

[Ted @TedPillows]

If you think you are a bad trader? Look at this:

Tom Lee is down $8.9B on 5,416,901 $ETH ($10.03B).

Michael Saylor is down $7.6B on 843,706 $BTC ($56.26B).

[Heisenberg 🫎 @Cipher0xShade]

@joshqharris @PixieChess @heyitaki I want in

[Heisenberg 🫎 @Cipher0xShade]

@Ritesh_Trades I think u long now 🤣

[Heisenberg 🫎 @Cipher0xShade]

@CryptoHayes What's about ur target of eth 10k and sol 1k

[Ted @TedPillows]

$BTC has dropped below the $70,000 level.

This is the key zone, as losing this means Bitcoin will drop towards $65,000-$66,000.

A reclaim of $70,000 here could push BTC towards $72,000-$73,000.

[Heisenberg 🫎 @Cipher0xShade]

@TedPillows I shorted since 80k

[Ted @TedPillows]

$15,200,000 in new inflows for $XRP ETF.

$XRP outperformed $BTC and $ETH in weekly ETF flows for the 3rd straight week.

[squigs.eth (mog/acc) @squigsmogs]

$cards prob goes to a couple billion over next six months and betas like $tcg will follow along but cards product is very good. others aren't close.

[Bluntz @Bluntz_Capital]

this $cards uptrend is solid and text book, keeps breaking out and consolidating above highs.

ppl keep pointing out the revenue numbers that collectr crypt are doing shouldn't be used because revenue isnt profit, which is absurd, but lets agree for the sake of their own argument and use profit numbers instead.

collectr crypt did 4.6m profit last month and this month all signs are pointing towards that being even higher, annualized thats 55m profit.

if we were valuing this like a stock we'd be talking 700m-1b mcap and thats conservative.

team has already said they intend to do buybacks in the future but will do so months after the fact so people cant frontrun them, telegraphing it to the world is -EV for them duh.

also FWIW many people obivously want buybacks but as a holder i personally want the team to keep reinvesting profits into inventory, team also knows this is how they win.

not only are they making insane money on the gacha itself but long term, the real growth imo will come from the marketplace itself which takes a 2% fee for any slabs sold (ebay charges 10%)

this relies on people keeping cards they pull on collectr crypt and trading on the marketplace, and the only way the marketplace gets the liquidity it needs to succeed is by constantly procuring more inventory and people keeping cards they pull on the gacha, they incentivize people keeping the cards by having the spins be +EV over the long term which they are already doing and around 35% of people are already keeping cards pulled

buybacks are great for the short term non believers but they come at the expense of growth, and i believe the team knows this, @TuomHolmberg seems like a very smart guy.

[Scient @Crypto_Scient]

I am more worried about people who think $SOL can't do $1k and $ETH can't do $15k

[Scient @Crypto_Scient]

Hot narratives attracting liquidity and giving clean setups with working levels right now.

In descending order based on the quality of the setups.

AI: $FET, $WLD, $NEAR, $TAO, $VIRTUAL
Compute power enabling AI: $RENDER, $AKT, $GRASS, $EIGEN
Privacy — $ZEC, $XMR, $DASH
RWA — $ONDO, $INJ, $HBAR
Stablecoin tokens — $XPL, $SKY, $ENA

These are the sectors where price is actually respecting structure. Some reasonable liquidity is there worth trading.

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

These protocols generate the highest monthly revenue per dollar of TVL:

- @HyperliquidX 10.23% ($52.1M / $510M TVL)
- @Ostium 8.59% ($3.8M / $44.7M TVL)
- @Polymarket 4.19% ($19.5M / $466M TVL)
- @AerodromeFi 1.19% ($4.2M / $353M TVL)
- @ston_fi 0.95% ($304K / $32.1M TVL)
- @THORChain 0.57% ($380K / $67M TVL)
- @MeteoraAG 0.54% ($1.6M / $298M TVL)
- @NEARProtocol 0.45% ($373K / $83M TVL)
- @RAILGUN_Project 0.37% ($336K / $91.4M TVL)
- @GMX_IO 0.34% ($701K / $207M TVL)
- @JupiterExchange 0.24% ($4.0M / $1.7B TVL)
- @SkyEcosystem 0.23% ($14.4M / $6.3B TVL)
- @dYdX 0.19% ($262K / $136M TVL)
- @ether_fi 0.09% ($3.5M / $3.8B TVL)
- @Uniswap 0.08% ($2.8M / $3.3B TVL)
- @pendle_fi 0.07% ($1.1M / $1.6B TVL)
- @aave 0.05% ($6.9M / $13.9B TVL)

Hyperliquid earned 205x as much revenue per dollar of TVL as the biggest lender in the space.

[jussy @jussy_world]

The valuation gap is crazy…

@Collector_Crypt is now doing $93M annualized revenue

That’s already above what Jupiter is doing, but:

$CARDS → $39M (Mcap)
$JUP → $660M (Mcap)
$PUMP → $630M (Mcap)

Market is pricing these very differently

[Heisenberg 🫎 @Cipher0xShade]

@cryptomanran First time you post some sense