OnChainMind

Trading crypto is like playing poker. Success comes from strategy, patience, and managing emotions.

[OnChainMind @OnChainMindd]

@J_Dood_ @0xgilbert Decouple my bags from btc please

[OnChainMind @OnChainMindd]

Another altcoin top signal on my timeline

[Crash @CrashiusClay69]

Yall really said

"im done with alts i just want to rotate all to btc and retire" LMAO

Thank you

The great shift to select alts has begun without you

[OnChainMind @OnChainMindd]

@crypto_iso It has to die to be reborn again. Make the ponzis collapse first

[Mantis @mantisway]

Just landed in Paris and immediately started shilling $mbappe:

CQJ3yxLCND48QhRx5bsbfW6VT5LP8T63VtVyoxkcpump

Bottom’s in. Future of France. Liberté, Égalité, Mbappé.

[OnChainMind @OnChainMindd]

Time to add on $squire & $claw

[Rish @_rishinsharma]

@clawpumptech you guys are on fire

[acai @russian_acai]

"pls bro" tokens are going to zero

very few exceptions, which are actually well-thought tokens but disguised as "pls bro"

no, yours aren't exceptions

[OnChainMind @OnChainMindd]

@maximumextract Very interesting read brother. Thanks for sharing

[OnChainMind @OnChainMindd]

It's always +ev to have an htf bias.

[OnChainMind @OnChainMindd]

I think btc / crypto is due for a bigger bounce here.

We are closing the 5th red monthly candle in a row. Last time that happened was 2018. We bottomed shortly after. This kind of extended downside on htf usually doesn’t continue much longer without at least a strong bounce.

To me it looks like we’re kinda transitioning from that full nuke fud phase into something more stable. Most money is usually made when the market shifts from complete panic to just weak or neutral conditions. And the same works in reverse.
Open interest is low. Funding is flat to slightly negative. Leverage has clearly been flushed. When OI is cleaned out like this and sentiment is still negative, that’s usually when short squeezes can happen. Shorts have been enjoying free rides for a while now.

We also had a huge Coinbase discount during the selloff and now it’s slowly turning positive again, so US spot demand is finally coming back in. You don’t really see that at the start of major breakdowns.
Onchain you can see that the established old holders are not selling like before. We had heavy long term holder distribution into the highs, especially around 90k to 110k. But now LTH net spent supply has slowed down a lot. The aggressive phase looks mostly done for now. When old wallets slow down, marginal sell pressure usually drops.

We probably also had a bunch of market makers or whales pushing all the short term holders out from the 80s to current price range.

Orderbooks show insane liquidity stacked below 60k. There’s clearly some size there that wont be easy to absorb.

March is generally bullish for equities in mid election years. Iran falling is also net positive. A lot of geopolitical fear already got priced during the drop.
Crypto is absolutely overhated and underowned right now. We’ve had wars, endless fudding, Epstein insiders early btc adopters, CIA btc narrative, everything thrown at this market. What bearish catalyst is left?

AI developments should generally be supportive for crypto longer term. When AI agents actually become real infrastructure, they will need rails for payments and settlement. Crypto might be a good usecase for that.
So we have 5 red monthly candles, OI reset, funding neutral, coinbase premium turning up, long term holder selling slowing down and insane demand below 60k.

My plan: If we rally into 85k to 90k, I am out of the market again. On a time scale I’m planning to sell end of April to front run typical May sellers. Then I’ll look to buy lower again.
If we go lower from here, I’m just going to keep dcaing

[RG @rgvrmdya]

Definitely took usepod as an inspiration. I think there's a lot of crap out there but what stands out in your orchestrator is the following -

⛽️Decryption happens inside a TEE (Trusted Execution Environment) hardware boundary which is invisible to the node operator.

The only other project I know that has hardware-Enforced Privacy (not policy-based) is confidential AI and I'm big fan of their work. They just raised a seed I think!

⛽️ The model hash is included in the attestation report, proving an unmodified, known model processed the request. This is a very smart move which inspired me

-> We are now using this approach for datanets for so agents can absolutely know which datanet served their request.

⛽️ Finally, idk @0xgilbert if this was an intentional clever move on your part but I love that each request is stateless.

I think people are completely overlooking the point that on request completion, the enclave executes a deterministic, enclave-enforced memory wipe included in the attestable code path any verifier can inspect.

The atonmic payments architecture is also cool. I'm I'm correct, if payment fails, the completion is not released?

This is a novel "Escrow" for the agentic era

Overall, lots to learn as we scale monetization rails for @reppo datanets

[Chris Gilbert @0xgilbert]

The Agentic Economy is happening on @solana

Inference Capital Markets.

[OnChainMind @OnChainMindd]

@mantisway Positioned

[OnChainMind @OnChainMindd]

dat bih gah

[OnChainMind @OnChainMindd]

Every time you say what you’re going to do, you lose a piece of the will that would have done it

[🕊️ @lichthauch]

The most frightening person i ever witnessed was a man who only wanted one thing. everybody around him had a hundred plans, a hundred projects they were going to start next month, and he had one, just one. and he never talked about it much, and that was the part that unnerved you, because when someone talks a lot about what they want, you can relax. talking is letting the pressure out, so it's harmless. but he was airtight.

Everything in him was moving toward one point, in silence. within a few years he was in a place no one else could reach, and everybody who had watched him stood there scattered and confused, with their mouths full of plans that never solidified into anything. i learned from watching him that the mouth is a leak. every time you say what you are going to do, you lose a piece of the will that would have done it

[OnChainMind @OnChainMindd]

@CryptoTomYT @ryohhno @apemoney Sick brother. Well deserved

[OnChainMind @OnChainMindd]

Few

[47 @deadshotXBT]

It’s comical to compare solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA with $Surplus

There are superficial similarities: both are crypto-native AI inference marketplaces for buying/selling model compute. But the comparison is comical because they are fundamentally different. SQUIRE is an agent-first DePIN on Solana, built for autonomous agents with per-call micropayments, on-chain wallets, hardware TEE privacy. It is financial nervous system of the agentic economy. $SURPLUS is a newer Base-based aggregator/router focused on competitive bidding and OpenAI-style API access for human/developer use cases

That’s like comparing Tesla (vertically integrated autonomous driving and robotaxi vision for self-operating AI agents) to Lyft (a ride-hailing aggregator mostly connecting human drivers and passengers). Same surface-level category, worlds apart in design and future intent.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ 270x difference in valuation

Our eyes are set on $VVV anyway

[ika @ika_xbt]

the wallet that top blasted squire was funded by another wallet that also hold 40k worth of $squire

wallet which made 5M of profit on ai16z

interesting

[OnChainMind @OnChainMindd]

@kzuxbt Yea smth that needs to be worked on. At least it works in both directions. Whales will feel much more comfortable aping once we pass 8figs

[OnChainMind @OnChainMindd]

I like how peaceful onchain trading feels right now.

Good projects with traction and value are catching bids. Everything else is struggling to get any meaningful volume.

BTC has been trending down for three weeks straight, yet my bags have been performing well.

$Squire is creating an entirely new category of AI compute markets while being built by one of the greatest devs I've seen in this space.

Maybe it's time to believe in something again.

Sol Ai season?

[se @seyong]

data that may shock ppl:

a majority of @fomo volume isnt even on “memecoins”