David S

Investment Analyst at @Sygnumofficial

[Sky Ecosystem Insights @SkyEcoInsights]

Sky Frontier Foundation has published its Sky Ecosystem Q1 2026 Report.

Sky Protocol delivered its strongest quarter on record in Q1 2026, powered by accelerating USDS adoption, an expanding Sky Agent Network, and a growing collateral base.

Q1 2026 Financial Highlights ↓

[Chris Beamish @ChrisBeamish_]

LTH's continue to sell their Bitcoin to institutions.

DAT's and ETF have done a great job at absorbing an incredible amount of supply from LTH's but unless LTH selling stops or slows $BTC's upside is capped for now.

[David S @Dschh]

@ChrisBeamish_

[David S @Dschh]

Dont fade $EXOD

[SwissOne Capital @Swissonecapital]

It's your Early September 2025 #CryptoBoost from SwissOne Capital.

10-yr yields just plunged toward 4%, cementing odds of a September rate cut, while self-custody wallet provider Exodus (EXOD) emerges as a hidden, undervalued crypto equity play in the next adoption wave.

Dive into this week's crypto boost and feel free to share.

As always, please reach out to our team with any questions, comments or interest in our investment products.
[email protected]

[David S @Dschh]

@crypto_rand Both because of asset price appreciation...

[Aylo @alpha_pls]

$ENA weekly looking very strong.

Flip this resistance and we can eventually target new highs.

We have a strong risk on environment supported by the ETH treasury bid that isn't stopping anytime soon.

BTC.D has broken down, which will support wider risking taking on alts, and Ethena has the strongest fundamentals for this moment in time with stablecoins being the most adopted vertical we have in crypto, and the strongest institutional narrative.

USDe supply is approaching $10B, after a massive surge due to some key integrations (mainly AAVE). Ethena's yield should remain high, which will see the supply continue to expand.

The Ethena DAT company is still buying $5M of ENA per day for a while, which means we simply have more buyers than sellers, alongside the speculators and traders that have now noticed Ethena is the fastest horse.

Higher.

[Chris Beamish @ChrisBeamish_]

$BTC

[David S @Dschh]

im doing quite well rn by being bullish on a specific asset and just trading that

[David S @Dschh]

+25% since this post. Among the only tokens up on the day (+6%). Few....

[David S @Dschh]

Maple $SYRUP looks good at these valuations, even after its big run. Strong revenue growth from rising loans, paired with buybacks & institutional focus, makes it standout among peers.

[Competi @CompetiLabs]

Let the dice fly high.

[Competi @CompetiLabs]

Win or be forgotten.

https://t.co/7K6WfMRSnP

[SwissOne Capital @Swissonecapital]

In November 2023, we published our fundamental
research report on @Chiliz $CHZ
Our recommendation was to underweight CHZ as the token was richly overvalued.

Last week, $CHZ reached our price target and has
made new all-time lows.

If the team doesn't do anything, this trend will continue.

It pays to do deep fundamental research, ladies and
gents.

[Kenny Hearn @AsymmetryKen]

@dYdX would be great to hear a strategy on how you intend on recovering volumes lost to HYPE... at this rate there won't be any revenues to fund the Buyback... thanks

[Laura Shin @laurashin]

At the last minute, https://t.co/Whchd78IGa went against its community’s wishes to push through a proposal to reissue CRO tokens that were supposedly taken out of circulation forever in 2021… 👀

🧵 👇🏻

[SwissOne Capital @Swissonecapital]

https://t.co/CoBqbkDFYl

[David S @Dschh]

@huntersolaire_ website full of mid games (we have enough of those), first option on the front page is to buy token before play games (red flag), 65.8%!!!!!! of allocation to insiders and to top it off 100bn tokens with no real utility....

[David S @Dschh]

@KongLuuk @pet3rpan_ No buybacks & no revenue distribution. Pure gaming proxy at best.