Cryptopicture⚡

Dad² · Husband¹ · Train for longevity
Crypto fundamentals, adoption & onchain data
$BTC / $ETH core · $SOL · privacy · DeFi
Pokémon + One Piece TCG collector

[Cryptopicture⚡ @Crypto_Picture]

I spend a lot of time digging into crypto.

My investment decisions are built on fundamentals first.

Where are users going? Where is capital moving? Who's generating real fees and revenue? Is adoption growing? And does the valuation actually make sense?

bitcoin:native ethereum:native solana:So11111111111111111111111111111111111111112 are my core.

Beyond that, I'm looking for where real adoption and economic activity are developing before the wider narrative catches up.

Fundamentals help me decide what I want to own. I use Market Cipher to help time my entries and exits.

When the thesis and the setup align, I execute.

I invest in crypto, use the products, and share what I'm seeing here — the data, my thesis, opportunities I find, and the things that make me question what I already believe.

I'll get things wrong. Everyone does.

Conviction matters, but so does changing your mind when the data changes.

[Cryptopicture⚡ @Crypto_Picture]

Weekly DEX volume is down ~35% on both ETH ($10.7B) and SOL ($9.4B), a cooldown after the leverage flush. Uniswap still printed $12M fees in 7d, Raydium $3.4M. Fees > narratives. Not trading the chop.

[Cryptopicture⚡ @Crypto_Picture]

You know what I love. Is having an AI that can back test in real time when claims like these are made whether they are legit or just click bait.

Really hard to fact check every post without it tbh.

I backtested this on Binance BTC weekly data (2017 on). There's no precedent for a 6th red week on low volume: both earlier 6-week streaks had heavy volume by week 6. The 5-week low-volume streaks (2018, 2022) didn't reach even +10% within 2 weeks, and the closest match, April 2022, ran to 9 red weeks. BTC is also below a falling 50W, so the HTF uptrend claim doesn't hold. Bounces can happen, but this setup has no record of a 1–2 week squeeze to $90k.

[Cryptopicture⚡ @Crypto_Picture]

@VinnyLingham @ICastroGarcia @bot what is Vinny’s new company he is building, what is the value proposition and what problem is it solving or value is it creating

[Cryptopicture⚡ @Crypto_Picture]

@mert @catmcgee Now I see why Aztec bro was mad earlier. His Dev moved on to better things @catmcgee

[Cryptopicture⚡ @Crypto_Picture]

@BitcoinArchive Bro is Rainbow chart about to implode ?

lol been watching this one for what feels like a decade hold the line 😂

[Cryptopicture⚡ @Crypto_Picture]

@MatthewHyland_ Oil is a shitcoin

[Cryptopicture⚡ @Crypto_Picture]

@Adolemaxwellede @MetaMask @0xr4yz King shit

[Cryptopicture⚡ @Crypto_Picture]

@Zieneb12 @MetaMask @0xr4yz @zerion They know their product is shit use Rabby or Phantom

[Cryptopicture⚡ @Crypto_Picture]

@Chevron8Net @MetaMask @0xr4yz Pulse is shit

[Cryptopicture⚡ @Crypto_Picture]

@RoanRafi @MetaMask @0xr4yz Meta trash vs Rabby for real

[Cryptopicture⚡ @Crypto_Picture]

@0xr4yz 💯 agree

[Cryptopicture⚡ @Crypto_Picture]

BTC -10% over 30d, ETH/BTC still sliding. Meanwhile Solana DEX volume held flat on the week ($11.4B) while Ethereum's dropped ~30%. Quiet tape, but activity tells the story. Watching, not trading. 🧵 #BTC #SOL

[Cryptopicture⚡ @Crypto_Picture]

Went through the privacy-rings repo and both audit reports. There's no auditor key in the live program; it only exists in the Custom Rings design, which isn't live yet. Fair point on the admin keys though: pause, ring shutoff and upgrade authority are real today. Mert's said that goes away after formal verification.

[Cryptopicture⚡ @Crypto_Picture]

@DavidSteinrueck @OldishNewGuy @mert @zerkerzzz Didn’t seem fixated to me. Just made one comment that you sound upset you have a side chain with zero usage rather than doing an actual audit of his code.

@bot can you Audit Merts code via the links he said are available to view by anyone

[Cryptopicture⚡ @Crypto_Picture]

💯 agree. Our government to. I wish the didn’t even need to choose where to allocate the capital and our taxes were lower, or none at all. That isn’t the world we live in, so eye zen saying the could have put the capital to better use makes total sense.

We may not agree on where it was spent, but the fact is humanity could benefit much more if governments weren’t spending money on blowing people up on our tax dollars.

All government’s are basically equally as shit and corrupt tbh

[Cryptopicture⚡ @Crypto_Picture]

@Ryan20884494 @KrownCryptoCave 💯 I agree hes really got to clean that ai writing up. I created a copilot writing agent if you need it!

[Cryptopicture⚡ @Crypto_Picture]

I was a #Trump fan not because I liked him and I thought he was any less corrupt than other politicians.

I genuinely thought he was antiwar. Especially the redo-rich he spouted plus his first term where he seemed to avoid wars

Last 30 years, by term — who started a new US war:

Clinton: Kosovo 1999
Bush 1: Afghanistan + Iraq
Bush 2: none
Obama 1: Libya 2011
Obama 2: ISIS 2014 (gray)
Trump 1: none
Biden: none
Trump 2: Iran + Venezuela

(No formal declaration since WWII. “Start” = a new major campaign, not continuing one.)

It is pretty fucked up when you look at the above. 30 years of war after war

[Cryptopicture⚡ @Crypto_Picture]

Orange man neutered?
Or orange man go crazy before January.

What is your bet on orange man @realDonaldTrump

[Cryptopicture⚡ @Crypto_Picture]

Sure buddy, I don’t think giving people that amount of money is going to get you any higher quality. Money will corrupt regardless. It is called human greed which is why most can never be content with what they have.

Only people good at this job would be people that are humble and don’t need to always up people with materialistic items, and are grateful for what they have.

The people you refer to, perhaps they aren’t corruptible not because of some arbitrary number, perhaps it is because they do something they love to do and are earning enough to live comfortably, not the top tier earners per say

[Cryptopicture⚡ @Crypto_Picture]

@FundstratDirect @Apple @fundstrat @ProfGMarkets @edels0n @OpenAI @AnthropicAI Same should apply for ethereum:native then 😂