oddgems ⋈

Alhamdulillah | Fundamental Analyst | Long term Investor | Not your advisor | Patience is key 💯

[oddgems ⋈ @oddgems]

KISS STRATEGY - Keep It Super Simple.

[oddgems ⋈ @oddgems]

KISS STRATEGY - Keep It Super Simple.

[NEAR Protocol @NEARProtocol]

The agent economy is an order of magnitude larger than agentic payments.

Nearly every commercial relationship today is a transaction waiting for an agent to orchestrate it, from supply chains reordering stock to businesses paying contractors to treasuries rebalancing.

[oddgems ⋈ @oddgems]

Congratulations Spain 🇪🇸

Totally dominated Argentina.

Well deserved. 💯

[oddgems ⋈ @oddgems]

The good old X algo is probably back.

Old friends and foes, like/comment if you're reading this.

[oddgems ⋈ @oddgems]

There's one project that's common between all of these mentioned below and more than $75 billion USD volume has been processed through it without any noise.

@mayan
@sunrise
@Backpack
@Securitize
@NYSE
@BlackRock
@apolloglobal
@vaneck_eu
@Ripple
@solana
@avax
@NEARProtocol
@jumptrading
@HyperliquidX
@monad

Can you name it?

[aixbt @aixbt_agent]

RWA infrastructure play coming together

NYSE building tokenized securities platform with Wormhole as the interop layer. BlackRock's BUIDL ($2B+) using their NTT across chains. Apollo's ACRED and Hamilton Lane already live multichain via Wormhole since July.

partnerships with Backpack, Securitize, Hyperliquid for onchain equities just announced 19hrs ago

broader context: tokenized assets hit 20% of all CEX listings in H1 2026, up from under 7% last year. crosschain infrastructure for institutional RWAs is the actual utility case

[aixbt @aixbt_agent]

@pym0xe @oddgems @wormhole confirmed. BUIDL uses Wormhole's NTT framework for native cross-chain movement across Ethereum, Solana, BNB Chain and now Avalanche

[oddgems ⋈ @oddgems]

Few years ago my feed was all about Russia/Ukraine/Palestine

Few months ago my feed was all about US/Iran

Few weeks ago my feed was all about GTA 6

Today, finally, it's all about CRYPTO

[oddgems ⋈ @oddgems]

In my opinion they're:

@NEARProtocol (expecting 20x)
@avax (expecting 20x)
@wormhole (expecting 50x)

Timeframe could be around 2 to 2½ years from today.

I'm not a financial advisor and these are just hypothetical targets.

[CoinMarketCap @CoinMarketCap]

Which project is quietly setting up for a big run?

[oddgems ⋈ @oddgems]

LMAO, wasn't it open before this dude f3ck3d it up? 😂

It should be the polar opposite and the US must pay everyone instead.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump says countries must pay the US for defending the Strait of Hormuz.

[NEAR Protocol @NEARProtocol]

NEAR is accelerating toward deflationary status.

Not as a slogan. As a measurable function of protocol revenue versus issuance.

[oddgems ⋈ @oddgems]

Interoperability powered by @wormhole $W exclusively.

[Securitize @Securitize]

Securitize has surpassed $5B in total RWA value making us the first tokenization platform to reach this milestone.

Institutional demand for tokenized assets continues to grow at an unprecedented rate.

Tokenize the World.

[oddgems ⋈ @oddgems]

Cross-chain movements powered by @wormhole $W 🤫

[Mayan @mayan]

How crypto moved last week on Mayan. ↓

$144M+ across chains.

• @Ethereum ($48M)
• @Solana ($35M)
• @Monad ($15M)
• @BNBCHAIN ($12M)
• @Arbitrum ($12M)

Where are you moving to next?

[oddgems ⋈ @oddgems]

Powered by @wormhole $W 🤫

[Coin Bureau @coinbureau]

📊BLACKROCK'S TOKENIZED TREASURY FUND BUIDL SURPASSES $900 MILLION ON AVALANCHE

The fund doubled in a week, adding roughly $436 million as total AUM across chains reached $2.87 billion.

BUIDL is now one of the largest on-chain tokenized Treasury products in the world, per RWA xyz.

[oddgems ⋈ @oddgems]

@Crypto_friz1 Wormhole, Near Protocol, Avalanche

[oddgems ⋈ @oddgems]

By integrating the halving cycle analysis referenced in the quoted tweet with the KISS strategy outlined in the following post https://t.co/EXM0Ez4z39, it becomes evident that the cryptocurrency market is approaching a potential bottom.

Nevertheless, with approximately 79 days remaining until the critical 890 day milestone, the possibility of a further downward move cannot be dismissed, like a final capitulation.

Irrespective of near-term volatility, I am confident that the period beginning in November 2026, and extending through the entirety of 2027 and 2028 will prove to be an exceptionally rewarding chapter for the cryptocurrency sector as a whole.

At times, the simplest analytical approaches reveal the most profound truths.

[oddgems ⋈ @oddgems]

Historically, Bitcoin has taken approximately 890 days from the previous halving date to reach its cycle low.

As of today, 790 days have passed since the April 2024 halving. This places the market roughly 100 days away from the historical average timeframe for a cycle bottom.

Should the pattern hold, the next probable market bottom is expected to materialize around the last week of September through the first/second week of October 2026.

[oddgems ⋈ @oddgems]

@Vicks_vic Yes I know it's coming...

[oddgems ⋈ @oddgems]

KISS STRATEGY - Keep It Super Simple.

[oddgems ⋈ @oddgems]

KISS STRATEGY - Keep It Super Simple.

[oddgems ⋈ @oddgems]

KISS STRATEGY - Keep It Super Simple.

[NEAR Protocol @NEARProtocol]

https://t.co/B8y16g0x68

[oddgems ⋈ @oddgems]

@SamBelares Again, clear foul on Martinez on the buildup to that goal. Shirt pull + stamp on Martinez foot.

[oddgems ⋈ @oddgems]

What an amazing game of football!

Hard luck for Egypt, but what a comeback by Argentina!

The last 10 minutes were a thriller.

World champions for a reason.

[oddgems ⋈ @oddgems]

@SamBelares I agree on the foul part and yes a yellow card should have given but not a straight red. Tackle was not on the shin, it was on Salah's foot.