themanwithnoname

FUCK THE 2024 OLYMPICS 🖕🖕🖕

[themanwithnoname @GirlsRodger]

@jaydee_757 70% of crypto holders or bitcoin holders?

[Grayscale @Grayscale]

Top 15 onchain apps by protocol revenue: $HYPE, $PUMP, $CAKE, $SKY, $JUP, $AAVE, $AERO, $WLFI, $LDO, $MET, $ETHFI, $LIT, $CARDS, $UNI, $RAY

Some of the top onchain apps by revenue have real cash flows, low overhead, and single-digit multiples, and with the CLARITY Act potentially weeks away, we believe investors are facing an attractive entry point today.

Read more from @LowBeta's latest Stack article here: https://t.co/34NkjZuPJF

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

https://t.co/Zy38kcDL7v

[Merlijn The Trader @MerlijnTrader]

DON'T FEAR THE DUMP:

Three phases. Bitcoin is about to enter the second.

Accumulation: done.
Manipulation: loading.
Distribution: $150K. Pending.

$70K is the decision level.

Hold it: manipulation is short. Distribution follows.
Lose it: $50K comes first.

They ran this playbook once already.
You watched it happen.

Are you watching again?

[themanwithnoname @GirlsRodger]

@0xPepesso @grok is this true?

[haenko(⋈,🇺🇦) @haenko21]

three crypto narratives are converging on $NEAR right now and CT hasn't noticed yet.

Privacy. Arthur Hayes put NEAR in his conviction tier alongside ZEC and HYPE. $1.5B of ZEC volume has already routed through NEAR Intents. every privacy pump runs through the rails NEAR built.

AI. Illia Polosukhin co-authored the paper that created modern AI. NEAR AI Cloud runs verifiable private inference live. Bermuda's government just deployed national AI on it.

Stablecoin agentic commerce. Circle integrated USDC natively with NEAR Confidential Intents across 34+ chains. private agent payments shipped before the demand showed up.

each one of these narratives alone supports a $5-10B valuation in the right cycle. NEAR has all three shipped, live, generating volume.

mcap: $2B. fully circulating. zero unlocks ever.

at some point you stop calling this a "hidden gem" and start calling it what it is - the trade.

[themanwithnoname @GirlsRodger]

@elonmusk @WatcherGuru 😂😂😂

[CryptoCon @CryptoCon_]

It's just your average Bear Market May on Logarithmic MVRV.

[themanwithnoname @GirlsRodger]

@0xPepesso @grok true?

[Miles Deutscher @milesdeutscher]

Grok just completely changed the game for real-time financial research.

We just got the preview to "Grok Skills," and they look 10x more powerful than Claude Skills.

In seconds, you can create workflows that keep you up to date on the latest financial news, analysis & more - directly sourced from the best accounts on 𝕏:

(works for all niches btw)

[ionicXBT @theionicXBT]

if you don’t have a good enough reason for making money in crypto

you will NEVER make money in crypto

if you see it as just a side hustle

something to play around with

quick trades here and there

you will forever make a little bit

just enough to keep you interested

never enough to change your life

THIS IS HOW THE GAME WORKS

I don’t make the rules

[themanwithnoname @GirlsRodger]

@DeFiTracer @0xPepesso @grok is this true?

[Crypto Patel @CryptoPatel]

This is My #Bitcoin Entry & Exit Full Plan for the Next Bull Cycle

Buy fear. Sell euphoria. Repeat.

NFA & DYOR

[philarekt @philarekt]

THIS CYCLE HAS NEVER BEEN WRONG SINCE 2012

Accumulation → Mark Up → Distribution → Bear Market

Every single time, like clockwork

Every bear market dumped 75-80% from the top

$32K is not a prediction, it's just math

Bottom in October 2026 if the cycle holds

It has never missed by more than a few weeks

Don't get shaken out before the best part

Turn on notifications - I'll call the bottom in real time

[Our Crypto Talk @ourcryptotalk]

$SUI hit $5.35 in January 2025.

Everyone called it the Solana killer.

But it will probably NEVER get back to ATH

The tech is there but the TOKENOMICS are designed to work against the price.

Let me show you exactly why 👇

Today it trades around $0.88 which is an 83% drawdown.

To reclaim ATH from here $SUI needs a 507% rally.

At current circulating supply that would require a market cap above $19B.

👉 But here is the problem :

By the time the price would hypothetically reach $5.35 again there will be billions more tokens in circulation.

At full dilution that is a $53.5B fully diluted market cap needed.

For reference ,$SOL sits at roughly $50B FDV after

> years of ecosystem dominance
> surviving multiple outages
> building the largest non-EVM DeFi ecosystem
> becoming a household name in crypto.

$SUI would need to become 75% the size of Solana.

Meanwhile the circulating market cap today is $3.4B. The FDV is already $8.8B.

That 2.5x gap between what exists and what is coming is a giant red flag the market is already pricing in.

The "Solana Killer" tag was given during the hype cycle and it did not age well.

Solana has gone 18+ months without a full network halt but $SUI went down for 6 hours in January 2026.

Its second major outage since a May 2023 launch with $1B in assets frozen

👉 The Unlock Wall

61% of all $SUI is still locked and it is unlocking every single month.

That is roughly 42 to 53 million tokens per month.

$40 to $50M in new supply every month until 2030.

April 1 2026 alone : 53.4M $SUI unlocking i.e. $47.5M.

Going to Community Reserve, early contributors and series B investors.

To reach $5.35 ATH the current 3.9B circulating tokens would need a $20.8B market cap.

But by end of 2026 circulating supply will be closer to 4.5B tokens.

That pushes the required market cap to $24B.

By 2028 when supply crosses 6B+ tokens you need $32B+

👉 The Chain is Shrinking.

If on-chain activity was exploding you could argue demand would absorb the unlocks.

TVL peaked at $2.57B in late 2025.

By March 2026 it crashed to $573M with 78% collapse with one of the most severe capital flights in recent DeFi history.

It has since recovered slightly to around $600M.

But for context, Solana DeFi TVL exceeds $10B.

$SUI is not even in the top 7 chains by TVL anymore.

In Q3 2025 daily active addresses fell 9.5% quarter over quarter.

Average daily transactions dropped 4.7%.

Total network fees declined 11.1% which measured in $SUI fell 22.3%.

Less users, transactions and revenue while more tokens keep hitting the market.

[Our Crypto Talk @ourcryptotalk]

Another reason why $SUI won't hit another ATH

> Aftermath today : $1.14M
> Scallop Sunday : $150K
> Volo last week : $3.5M
> Pawtato in January
> Typus in October
> Nemo in September

Six exploits from one ecosystem.

Sui is really the "hack chain"

A chain that requires heroic post-incident response every six weeks has already lost the plot.

You cannot build a multi-year bull thesis on protocols that survive by reimbursing users out of pocket.

Every exploit, even a fully refunded one, scars user confidence and accelerates TVL flight to chains where capital actually feels safe.

[themanwithnoname @GirlsRodger]

@LarkDavis 1M

[Mario Nawfal @MarioNawfal]

🇺🇸 Hedge funds, the world's biggest and most powerful investors, just made their largest exit from U.S. tech stocks in nearly a year.

Software, hardware, semiconductors… all sold in the same week. They were not forced out. They chose to leave, selling far more than they were buying.

But here is the thing: they still have 20% of their portfolios concentrated in tech, one of the highest levels in 5 years.

They made a fortune in this sector and are now quietly pocketing some of those gains while prices are still high.

When the smartest money in the room starts heading for the exit, you at least take note.

Source: Goldman Sachs/Reuters

[themanwithnoname @GirlsRodger]

@MarioNawfal @grok is this true?

[Alexander Lorenzo @alexelorenzo]

People are rage-selling over HEADLINES while forgetting one properly positioned altcoin cycle can ERASE your student loans and PUT a down payment on a home. We're watching TRILLION DOLLAR institutions fight over who gets to trade these assets and you're panicking over a WICK. Get a grip