DeFiatorMan

Gems seeker, blockchain enthusiast, longterm mindset owner. M2M economy.
☯️

#Bitcoin

Not financial advice

[DeFiatorMan @DeFiator]

Adult financial market players will use the widespread belief in 4-year BTC cycles to extract from you the asset that has the best CAGR. Even if the cycles are real, will you take the risk and sell your BTC?

[DeFiatorMan @DeFiator]

👀

[Bai @travelbai]

Conviction机制已经上线一段时间，但目前为止只有25个子网的Owner钱包锁仓，其它的大部分是社区用爱发电。

而且让我觉得有点不可思议的是，SN103 Djinn 的alpha总流通量有2.58M，但Owner钱包只锁了6K，总锁仓量只占总流通量的0.5%。这一年的排放也不知道到哪去了👀

[DeFiatorMan @DeFiator]

@minenergybiz Taking profit and waiting for IPO, Boj, Fed. Tarders trade. $silj and $sbsw are good pics. I'm sure the price will rebuild next year.
Look at uranium mining companies. The same pattern. Money rotates.

[DeFiatorMan @DeFiator]

@TXMCtrades @glassnode That vould be wrong assumption cos lth are selling cos of higher price.

[DeFiatorMan @DeFiator]

Bittensor is huge ecosystem.
$Tao.
Now we how good entry. Could be better, but not for a long time.

[xTAO - a Bittensor company @xtaohq]

An updated Bittensor $TAO subnet map:

Ecosystem map of live subnets. Use this as your compass to navigate the Bittensor ecosystem.

[DeFiatorMan @DeFiator]

@HodlMagoo 10 year Btc's cagr is 59%.
Zoom out.

[DeFiatorMan @DeFiator]

Some mining companies shifted to ai...some found better places with cheap electricity.

[DeFiatorMan @DeFiator]

Yes🤷‍♂️

[jfab.eth @josefabregab]

This seems to be a contrarian take, but I agree with @TrustlessState: Ethereum ≠ ETH.

Dencun is a good example. It deliberately reduced transaction costs and increased scalability, even though it compressed fee revenue.

> Ethereum usage exploded
> Blob adoption grew
> L2 activity accelerated
> The network became cheaper and more efficient

However, ETH holders captured less value from that activity. If network growth would translate directly into ETH value capture, debates around Ethereum's business model wouldn't exist, and ETH would've broken its ATH in 2026.

I don't believe that Ethereum is a failed experiment. Adoption charts show, very clearly, that it's quite the opposite. At the same time, I also believe that improvements on ETH's value accrual mechanisms are required for ETH (the asset) to thrive. Data has already shown that usage alone won't get the job done.

Better value accrual mechanisms = Better ETH.

[DeFiatorMan @DeFiator]

@SantimentData I'm curious why this shitcoin lasts so long😊

[DeFiatorMan @DeFiator]

@Polymarket It will be really funny when dogs will communicate to humas that they don't want be pets anymore🤣

[DeFiatorMan @DeFiator]

@DreadBong0 In not so distant future you can buy token of good project on dex. That will be pow, no ico, no cex, no perp, no leverage on binance project, no premine. Its price will not be connected sonstrictly to btc.
If...if...there will be enough tam for it.

[DeFiatorMan @DeFiator]

@TheBTCTherapist Money rotation. Easy.

[Mark Beylin @Beylin]

Vitalik hitting three birds with one stone here:
- solves one of the biggest risks plaguing Ethereum's app layer (ie defi) - our reliance on fast oracles
- gives another example of why onchain composability is still extremely valuable
- proposes a design oriented around the post-AI-agent world we now live in (leaving behind the monolithic "world computer" protocol design paradigm)

I would like to wish everyone, including all haters and losers (of which, sadly, there are many) a truly happy and enjoyable Ethereum revival

[DeFiatorMan @DeFiator]

@stspanho Do the powerups really work on our body? That could be cool😅

[DeFiatorMan @DeFiator]

@randgroup Nothing. Price expectations were wrong. Now we have true fair value. Is it bad? No. It is mature.

[DeFiatorMan @DeFiator]

@SimonDixonTwitt It is natural process of maturing asset. Usually this process is good for it. Wrappers are good for adoption . They collect fees. Self-custody is for the smart. Wrapped btc could be frozen😉

[DeFiatorMan @DeFiator]

@CryptoZPunisher The only way up is to make the subnets work as a independent products not liked to $tao in the long run. Now the most important thing for subnet is to find paying clients and building tam and cashflow from outside of the ecosystem.

[DeFiatorMan @DeFiator]

@ThierryBorgeat Only self-custody can save your wealth.

[DeFiatorMan @DeFiator]

That is the point😅

[Magoo PhD @HodlMagoo]

Using USDC and USDT puts you at risk of being mogged by a gay boomer with horse teeth.

I don’t know about you but I’m going to hold Bitcoin.

[DeFiatorMan @DeFiator]

@davegreenidge57 Or Thiel has alien's Dna....new witches hunt has already started.😉

[Benjamin Cowen @benjamincowen]

Crypto bear markets serve an important purpose.

They help correct years of capital misallocation where liquidity and speculation allowed almost anything to go up regardless of fundamentals, sustainability, or actual adoption.

In bear markets, weak narratives fade, excess leverage gets cleared out, and capital slowly rotates back toward stronger projects and more durable infrastructure.

Painful, but necessary.