DW

[DW @DW_Tman]

@MalatonKnows @solportskg @SolportTom @bonkfun 💪💸☑️

[DW @DW_Tman]

@MalatonKnows 💸

[Malaton @MalatonKnows]

Crypto Twitter often feels like it’s all about the same thing: quick pumps, fast money, constant trading.

But the biggest wins in my life have actually come from doing the opposite.

Holding.

I come from traditional markets. I’ve spent years trading professionally as an Executive Director at Goldman Sachs and today I hold a very senior role in finance. Crypto originally started as maybe 5–10% of my portfolio, but it quickly became the most entertaining market I’ve ever seen.

One thing both worlds have in common:

Patience makes the difference.

Not because it was easy.
Because I had conviction.

And conviction is exactly what we’re building with $SERIOUS.

While the market chops around:

• 2,000+ holders and growing
• dips constantly getting absorbed
• buyback mechanism working in the background
• community getting stronger every week

This isn’t about chasing a quick pump.

It’s about building something with real conviction and real staying power.

And we’re only getting started.

Stay serious.

[Malaton @MalatonKnows]

🚨 $ 109K DCA order started accumulating $SERIOUS overnight! ~5% of supply at current levels!

That makes it the 4th largest DCA order on all of Solana!

Meanwhile:
• We just reclaimed $2M+ market cap
• We crossed 2,000 holders
• Supply keeps getting locked tighter every day

This is exactly how real moves start.

Quiet accumulation.
Conviction.
Patience.

I’ve said it since day one - I’m here to stay.

I’m here to build something that lasts.

And when serious supply gets locked while demand keeps growing…

ATHs aren’t a dream. They’re math.

Stay focused.
Stay patient.

Be $SERIOUS.

@theunipcs @bonkfun @funcry @solportskg @SolportTom @mellometrics @satsdats @iamkadense @worldlibertyfi $war $penguin $pigeon $whitewhale $lobstar #usd1 #bonkers

[DW @DW_Tman]

@MalatonKnows 👀💪💸

[DW @DW_Tman]

@SolportTom 👀👌

[Tom @SolportTom]

Our latest experiment in trying to find the best way to utilise the current structure of the trenches in the best way possible.

Had a lil snag with the buy back system ( crashed) but it’s up and running now and buys are being processed.

excited to see how this update plays out. 🫡

[Graphite Protocol @GraphiteProto]

Treasury & Buyback Update:

Over the last 30 days, the Graphite ecosystem has generated over $2.2M in revenue, continuing to grow market share and strengthen the platform. While automated buybacks are still being finalized following recent upgrades, the treasury has remained active. At current market levels, which we believe doesn't reflect the current reality of the business,

Recently the team has purchased 600,000 $GP OTC from whales who wanted out of the project at an average price of $0.32/$GP.

Today, Graphite holds approximately:

1. More liquid cash than current circulating marketcap which can be used to fuel growth and make sure we can survive for years to come.

2. Millions more in GP tokens accumulated via buybacks

3. A rapidly growing revenue base driven by platform adoption

Our priority remains long-term value creation: reinvesting profits intelligently, strengthening the treasury, increasing GP ownership of the ecosystem, and continuing buybacks as systems finalize.

We are encouraged by the platform's performance and believe current market does not reflect the fundamentals.

Updates on automated buybacks and treasury initiatives will be shared as the new systems go live.

— Graphite Protocol Team

[Der Trainer 《TYR》 @chillhart]

Revenue p*rn. Powered by

@GP.

[Malaton @MalatonKnows]

🚨 THIS IS ACTUALLY MASSIVE - AND MOST PEOPLE STILL DON’T GET IT 🚨

🇨🇭 UBS is preparing to offer crypto trading to private banking clients.

Let that sink in.

UBS oversees ~$4.7 TRILLION in client assets.
This isn’t retail.
This is old money.

What’s really happening 👇

• UBS to allow select private clients to trade $BTC & $ETH
• Likely expansion to Asia + US
• Basel rules being revisited
• Client demand forcing banks’ hands
• Wall Street already moving (MS, JPM, BlackRock)

This is not “crypto adoption”.

This is crypto normalization.

Zoom out - this is the real signal

Banks don’t move because they believe.
They move because clients demand access.

And UBS private banking clients don’t chase memes.
They allocate.
Slowly.
Then massively.

Why this matters for markets

🪙 Crypto
• Structural inflows, not hype
• Less reflexive selling
• More long-duration holders
• $BTC & $ETH become portfolio line items

📈 Stocks
• Banks monetize crypto flows
• Trading desks, custody, financing
• This becomes a profit center

📉 Rates / Macro
• Another signal that policymakers & institutions accept:
➡️ digital assets are here to stay

The biggest mistake retail keeps making

They wait for:
• Perfect clarity
• Full rollout
• “Everyone to agree”

By the time UBS rolls this globally, prices won’t be cheap.

Institutions move before headlines turn euphoric.

Positioning (my view):

• $BTC = institutional base layer
• $ETH = financial rails
• Crypto infrastructure = operating leverage

When banks onboard clients, infra prints.

Selling cash-generating infra on fear is insane.

This is how money is actually made

• Buy when banks are preparing
• Hold while access expands
• Let distribution do the work

Retail chases candles.
Institutions build pipes.

We’re still early.

🔁 Repost if you understand what this really means
❤️ Like
👤 Follow for real #Crypto #Macro positioning

#Bitcoin #BTC #Ethereum #ETH #CryptoTwitter #UBS #WallStreet #Institutions #DigitalAssets #DeFi #Markets #Adoption

[Malaton @MalatonKnows]

I’m a traditional markets guy — 10+ years in IB & markets with most of my career at $GS, plenty of scars, plenty of wins.
My portfolio allocation is boring: equities, fixed income, alternatives… and ~15% in crypto.

But here’s the funny part:

👉 My 2nd largest crypto position — and the one I’m most bullish on long-term — isn’t $BTC, $ETH, or $SOL. It’s @GraphiteProto $gp

And let me tell you why — because most people are asleep on this.

$Crypto right now is bleeding everywhere. Sentiment is trash. Narratives are dead.
Exactly the kind of environment where real opportunities hide.
This is literally the same setup you see in distressed credit or negative-basis deals — everything looks awful on the surface, but the fundamentals underneath are stupidly mispriced.

And GP is one of the cleanest mispricings I’ve ever seen:

1. Market cap below treasury
GP is literally trading UNDER the value of its own cash + assets.
IB 101: when assets > market cap, someone eventually arbitrages that gap.

2. Over $70M in revenue since inception
Not “promised revenue.” Not “potential revenue.”
Actual, delivered, real-world revenue.
Find me 10 small-caps doing that. Good luck.

3. @bonkfun changes coming
Everyone underestimates how big this can get.
The product iteration they’re working on is not priced in.

4. Partnership with $Trump family @worldlibertyfi
Yeah, people gloss over this. They shouldn’t.

5. A CEO @SolportTom who actually ships.
Talent matters. Execution matters.
In finance you back people, not just numbers — and Tom is one of the most relentless operators I’ve seen in crypto.
He’s playing offense while everyone else is playing survival.

6. Acquisitions incoming
When your treasury > your market cap, you can go buy half the ecosystem.
And yes — they are actively looking.

⸻

I’ve looked at hundreds of projects and tokens over the years.
Most talk.
Most promise.
Most fade.

GP is the opposite.
Under-valued, under-exposed, and under-appreciated — for now.

I’m not saying bet your house.
I’m saying this: as someone who does markets for a living, GP is the kind of asymmetric upside you only find a few times per cycle.

And that’s why it’s my 2nd largest crypto holding —
and the one where I see the most potential upside.

If the market wakes up to what’s already been built + what’s coming next, the repricing will be violent.

Not financial advice — just one finance bro sharing where he sees the alpha. 😉

[DW @DW_Tman]

@exodus_sol 💸👀💪

[BLSZY @exodus_sol]

Did someone say $GP at 30m?

free

[DW @DW_Tman]

@petranto @TansuYegen @GraphiteProto ☑️💸💪$GP

[DW @DW_Tman]

@exodus_sol 💸💸💸☑️

[BLSZY @exodus_sol]

The market shifting before anything really is properly understood

what could this mean ?

$GP is FREE here

[DW @DW_Tman]

@chillhart @GraphiteProto 💸💪👀

[Der Trainer 《TYR》 @chillhart]

$GP at $1.84
Or, $18.40
Pick one
@GraphiteProto

[DW @DW_Tman]

@solanaventurier @bonkfun @GraphiteProto 👀💪

[DW @DW_Tman]

@chillhart 👀💪💸💸💸 $GP ist the winner