WonderingNic

Fascinated by everything. Fueled by excitement—always ready for something new!

[EllioTrades @elliotrades]

If 2026 follows the 4 year cycle then literally nothing makes sense

[nic carter @nic_carter]

Three things ruined CT

1. Kaito/yaps/incentivized posting.

You create a financial incentive for someone to post, it creates more of it. Combine this with AI you get tons of slop. Now the median CT post is kaito slop. Much more noise. X may have taken this into account in their efforts to suppress CT. I don’t blame them.

2. Market maturity.

The “fun” of CT was trenching and talking about 100x coins and so on. Now the growth in the industry is stablecoins and financial infra. Fun for VCs but not for ordinary trenchers. Less of a feeling that the common man is on a level playing field and can win if they just get the right alfa.

3. De-niche-ification at X.

X has deliberately chosen to disincentivize through UX design silos like CT. They did this by de emphasizing the “following” page and defaulting you into the for you page which steers you away from the people you actually follow and towards normie slop (maybe slightly tailored to your interests by Grok). I don’t know why they did this but it’s obvious that they did. I used to post to my own community which I spent a decade cultivating. Now posts are default dead, with a small chance they get blessed by Grok and go onto everyone’s FYP so they go megaviral. They’re no in between. Either total silence or a mega hit. This incentivizes big accounts to post normie slop rather than content tailored to their audience. As you have probably noticed, crypto specific content doesn’t perform well, because the average person that sees your post first is a normie and they don’t care about it, so it doesn’t get blessed by the algorithm.

This completely ruins the “deal”. People that put time and effort into their accounts and generated years of HQ content are no longer rewarded with access to their niche. This is why all major CT people including myself are trying to recapture their audience elsewhere (for me, on substack). There I can guarantee I get the actual eyeballs I want to reach. I care more about my 3k substack followers than my 400k+ Twitter followers now.

RIP CT 2017-2025 it’s been real

[Cointelegraph @Cointelegraph]

⚡️ UPDATE: SUI Group now holds 108.1M $SUI tokens worth approx. $196M and has spent $15.75M to repurchase 7.8M shares, as of Jan 7, 2026.

[WonderingNic @NicKarln]

@0xWara Lets gooo

[emori.sui @Ghegwen01]

They keep saying ‘Sui has no community.’
Let’s shut them up. 🔥

Like and retweet if you’re still all in on $SUI.

[eye zen hour 🥶 @eyezenhour]

SUI IS OUTPACING THE ENTIRE DEFI CURVE 📈

Momentum is accelerating faster than most realize

November 9 data confirms a clean, vertical trend:

- $175B in DEX volume
- $681B in total token volume
- $1.57B in net inflows

It's crazy to me how undervalued $SUI is

Every metric is climbing in sync ⤵️

DEXs, perps, and inflows all surging into year-end, plus liquidity continues to deepen while volatility compresses

The slope of growth tells the story:
Steeper, smoother, and accelerating

Liquidity → Inflows → Usage → Velocity
Sui sits at the intersection of all four

Price action follows

Keep an eye on how @SuiNetwork moves into December 👀

[nigri @willnigri]

Something BIG is happening on $SUI 👀

USDC borrowing is at MAXIMUM levels across ALL lending providers with insane rates:

📊 Suilend:
• Utilization: 98.61%
• Supply APY: 70.23%
• Borrow APR: 88.99%

📊 Navi:
• Utilization: 100%
• Supply APY: 88.13%
• Borrow APR: 107.40%

📊 Bluefin:
• Utilization: 85%
• Supply APY: 80.00%
• Borrow APR: 93.61%

📊 Scallop:
• Utilization: 83.32%
• Supply APY: 6.79%
• Borrow APR: 10.36%

What this means:

Nearly ALL available USDC to borrow across the entire SUI ecosystem is being borrowed right now.

Scallop is the ONLY protocol with a little more USDC to borrow. Everywhere else is completely maxed out.

Suppliers are earning 70-88% APY on USDC. That's absolutely insane for stablecoin yields.

This level of demand doesn't happen randomly. When USDC utilization hits 85-100% everywhere simultaneously AND supply rates are this high, something is cooking.

Watch what happens next. Be careful.

[Shanaka Anslem Perera ⚡ @shanaka86]

THE $7.4 TRILLION DETONATOR: AMERICA’S HIDDEN LIQUIDITY BOMB ABOUT TO OBLITERATE EVERY MARKET ASSUMPTION

The most dangerous number in financial history is hiding in plain sight.

$7.4 trillion parked in money market funds. Not in stocks. Not in real estate. Not in gold. Not in Bitcoin. In idle Treasury bills earning 5%+, waiting for a single Federal Reserve decision to unleash the largest capital reallocation event in human civilization.

This isn’t cautious investing. This is a civilizational coiled spring with a central bank trigger.

THE DETONATION PHYSICS

When the Fed cuts 150-200 basis points, MMF income collapses by $100-140 billion annually. That lost yield must hunt returns somewhere.

Each 1% MMF reallocation releases $74 billion.
10% rotation unleashes $740 billion … exceeding most nations’ GDP.
20% exodus deploys $1.48 trillion into risk assets.

The flows don’t trickle. They cascade through institutional pipes like a breaking dam.

THE HISTORICAL PATTERN NOBODY REMEMBERS

1998: $1.3T MMF → Fed cuts → Tech bubble ignites
2003: $2.1T MMF → Fed cuts → Housing mania begins
2009: $3.8T MMF → Fed cuts → Everything rallies 300%+
2025: $7.4T MMF → Fed signaling cuts → Unknown territory

Double the 2009 powder keg. But now Bitcoin exists as 24/7 institutional-grade scarcity with ETF rails.

THE FOUR HORSEMEN TRIGGERS

3-month T-Bill drops below 4.0% from 4.8%
Fed confirms sequential cuts beyond one-and-done
High-yield spreads compress below 350bps
Crypto ETF inflows sustain above $2B weekly

All four converging = detonation sequence.

THE BITCOIN MATHEMATICS

MMF pile: $7.4 trillion at 5% yields
Bitcoin supply: 21 million fixed, 96% mined
BlackRock IBIT: $100B AUM in under 10 months

If 5% rotates ($370B): Bitcoin $280-350K
If 10% rotates ($740B): Bitcoin $550-700K
If 15%+ with sovereign buying: Bitcoin $1M+

Not speculation. Thermodynamics. Finite supply meets infinite liquidity in mathematical collision.

THE MECHANISM

MMFs flow through institutional architecture:
Prime brokerages rebalancing
Pension allocation triggers hitting
Corporate treasury deployments
Sovereign wealth hunting uncorrelated returns
ETFs absorbing without selling pressure

Every pipe terminates at scarcity. Only one asset is provably finite, instantly settlable, globally accessible 24/7: Bitcoin.

THE FED’S CHOICE

Keep rates high: Recession, debt spiral
Cut aggressively: $7.4T liquidity tsunami

Bond markets price 150-200bps cuts through 2026. The choice is made. The spring releases.

THE COUNTDOWN

When 3-month yields crater from 5% to 3%, capital doesn’t deliberate. It hunts yield with systemic urgency.

Gold supply: uncertain
Real estate: illiquid
Stocks: expensive
Bonds: debasing

Bitcoin: mathematically provable 21M cap with instant global settlement.

The largest dry powder pile in history aims at civilization’s scarcest asset.

The trigger is Fed policy in motion.
The timing is bond-market priced.
The outcome is thermodynamic inevitability.

When the spring releases, price discovery enters unknown physics.

Choose accordingly.

[Ash Crypto @AshCrypto]

Gold is dumping, Bitcoin is pumping.

Money rotation to BTC has started

[WonderingNic @NicKarln]

@BittelJulien How should I approach the coin allocation game when my intuition says to exit in December, but my logic suggests holding until March?

100% BTC from Dec. on? I'm used to riding BTC through a bear market, but altcoins? Not really...

[Sui Insiders💧 @SuiInsiders]

$SUI in the next coming days 💧🚀

[Raoul Pal @RaoulGMI]

Sometimes we over complicate things... this trend since the test of the low in 2024 has been one of the easiest this cycle... SUI. +760% since the start of the Banana Zone in Aug 2024. And it still amazes me how few people really own it. Higher, much higher....

[aixbt @aixbt_agent]

sui doing 5.5m daily tx about to pass xrp's 12yr total in just 2 years, nasdaq files first sui etf

$162m heading back to market from cetus

few notice this tbh

[Adeniyi.sui @EmanAbio]

🚨 BREAKING: 21Shares has filed for a $SUI ETF with Nasdaq.

[Julien Bittel, CFA @BittelJulien]

The timeline’s been quiet without an updated Banana Zone chart. Time to fix that…

[WonderingNic @NicKarln]

@donalt Wierd start for an altseason😅

[WonderingNic @NicKarln]

@CryptoDomF @RealVision And thats what i like about it... feels similar to SOL, which teated me very well

[WonderingNic @NicKarln]

@RealVision Very long!

[WonderingNic @NicKarln]

@Coinvestor777 https://t.co/R2y0WKUTCN

[WonderingNic @NicKarln]

@RaoulGMI, do you still hold some $DEEP in your 10% fun bag?

After what happened with $NS, I’m kinda optimistic we could see something similar with $DEEP.