OnChain Zoom

All you need to know is #onchain. Reporting on interesting buys & sells, often catching early smart money positioning in real-time 👀

[OnChain Zoom @OnChainDealoor]

@alpinestar17 Don't know what's this about but after joining thousands of chats and tg channels, Alpine is among the only 3 I still keep notifications on. A true chad.

[Res @resdegen]

$gitlawb in numbers:

• 100+ contributors in 1 month
• 500+ apps in 2 days
• 685B+ tokens in 5 days
• 6.9M+ requests in 5 days
• 250k+ downloads in 1 month
• 27k+ stars in 1 month

[OnChain Zoom @OnChainDealoor]

This guy just dropped $200k into $VVV.

0x27ed385662b631074034889332cd38483ce59852

[The Kobeissi Letter @KobeissiLetter]

It simply won't stop.

It is Sunday night and the US 10Y Note Yield just casually hit 4.63%, the highest since February 2025.

We are now ~4 basis points ABOVE the high that prompted President Trump's "90-day tariff pause" in April 2025.

This puts the 10Y Note Yield up +70 basis points since the Iran War, with US mortgage rates now nearing 7.00%+.

And, in a sudden turn of events, the odds of rate cuts have collapsed to 2% this year and US inflation is nearing 4%+.

The US bond market is collapsing in real-time.

[USD.AI @USDai_Official]

Developer of USDAI, @PermianLabs, has bought back 338,806,273 $CHIP - 3.39% of total supply.

[ZachXBT @zachxbt]

$10K bounty is now live on @vsadkovv passport/ID or insider details of the market maker (contracts, chat logs, etc) used for LAB on Bitget spot, Bybit perps Binance perps, or OKX perps.

These grifters are further hurting the industry reputation and it must not go unpunished.

War time mode.

[Peter Girnus 🦅 @gothburz]

I am a Web3 Ambassador at World Liberty Financial.

There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."

600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.

The distance is my best work.

I am the reason these events are unrelated.

World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.

Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.

Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.

Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.

Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.

Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.

On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.

The team page lists 3 Witkoffs. All 3 are Co-Founders.

Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.

His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.

The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.

Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.

On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.

Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.

600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.

A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.

My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.

The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.

I am the reason these events are unrelated.

[jords @jords]

basically there are billions of dollars in crypto that are trapped forever because of taxes not paid or ppl who don't want to pay them. these billions want to trade and hyperliquid is the best available, liquidity builds and becomes too great an edge for new competition

hyperliquid slowly enables every global asset to be traded on-chain with industry-grade slippage / experience and is the optimal place for all crypto natives and all other consumers who would prefer to not declare their trades

the risks associated with KYC'ing and regulations will likely not be present for another ~3 years (US gov change) which gives a long runway for great things to happen and at present they don't even operate in the largest financial capital of the world (the states). there is centralisation risk also but i have confidence in team via to-date performance

the tokenomics (buybacks with revenue) and initial distribution are simply the best to ever do it. the buybacks are increased with liquidations making it a token that generally holds up well in all conditions. second cycle pumps are usually the best of them and hype has an amazing team, a very loyal base with large engagement and has outperformed everything for the past several months which has it primed to outperform to the upside too

imo it is the comfiest token to hold while also having a fairly insane amount of upside narrative potential. it can actually fulfil solana's goal of 'nasdaq at lightspeed' and trade every asset, 24/7 (including making seed rounds liquid etc). it is a fully functioning L1 and the ecosystem around it is still in its infancy, i see no reason why further success will not attract more users via culture activations like events, nfts, memecoins, art. these are all mostly unexplored narratives that build layers to value and speculation

the best tokens are the ones that slip just out of your grasp and never gave an easy entry

$HYPE at the current market cap of $SOL is $203
$HYPE at the current market cap of $SOL ATH is $563

hyperliquid

[OnChain Zoom @OnChainDealoor]

@SSJCurrency @bankrbot What's the tool you used for this analysis?

[OnChain Zoom @OnChainDealoor]

@uricohenisrael Does your nose have its own X account? That thing is a separate entity

[OnChain Zoom @OnChainDealoor]

Couple of big sellers in single clips on $rei today again. It's either generational entry or whales know something 🤔

[OnChain Zoom @OnChainDealoor]

As Nikita seems to have (permanently?) killed $bnkr meta, smart wallets flocking to 3 other avenues:

- going back to Solana, $umbra leading the way
- virtuals eco, $game leading the rebound
- $clanker, probably expecting for agents to move to Clanker's home Farcaster

[OnChain Zoom @OnChainDealoor]

$send looks sendy and this smart wallet seems to know something ....

0xc7632d3677c65c25720173580d81af19e26b00bd

[OnChain Zoom @OnChainDealoor]

This chad killing it with $kellyclaude

0x2b4267f7ff3dd14099bd2195d2042f4a9ace9a7e

He also nailed many good plays before, worth having him in your trackers.

[OnChain Zoom @OnChainDealoor]

This wallet made $9m on $wif and $pnut. Hmm, who could it be?

He is now slowly entering into $eva, dropped $20k so far.

3cBB2ZyoNy8YEquSSzR2Rpggp9vcrfz4NcbCKHp7BzvT

[OnChain Zoom @OnChainDealoor]

This smart wallet that made $200k on $avnt and $hydx just dropped $40k into $clanker.

0x3127927fc887d74a45a1a37952f481d97b28d523

[OnChain Zoom @OnChainDealoor]

A lot of wallets that caught BAGS meta and $penguin whales bought 5 figures or more of $eva in the last 12 hours.

Some of the wallets:
3EmnFHt5dFo5RW4oJf4zruBKJtm2gNgTkGCB5n6dXDvf
H8TwcaNT1SreR6PTXD6UY9LKn4TzaiRkhrPgj2NDqQ6J
BSbtVayvYAeVatHUdSt7rK2XJL5BP9zD2zxPxJeu77oA
EZXFy1XkM9kXczbSiVELkrXdDGGg6QfrKxQGTaGzVyWi

If BTC doesn't rock our boats, this one looks primed to run.

[OnChain Zoom @OnChainDealoor]

$ZAUTH about to go parabolic?

This wallet got funded from Binance and then dropped $30k into $ZAUTH 6h ago. It is around breakeven at this price.

89rAdQDd8njwRkGKXbmXFqi8Tduys6VXvWFBvKEjttkm

[OnChain Zoom @OnChainDealoor]

They said buybacks don't work? Market and smart money seems to be of different opinion.

Nice to see $clanker making a comeback after a rough patch.

$Pump and $bnkr on top as well.

[OnChain Zoom @OnChainDealoor]

Smart money getting ready for the $omfg launch?