The Signal Foundry

The Signal Foundry | A curated braintrust & observational infrastructure for Web3 leaders. We connect what matters

[The Signal Foundry @SignalFoundry]

What is The Signal Foundry — and why are we here?

A thread about our purpose, method, and vision for the future of Web3 🧵👇

[Cointelegraph @Cointelegraph]

⚡ INSIGHT: In 2013, a user wrote "I AM HODLING" on Bitcointalk after a 39% price crash, coining the term that became Bitcoin's most popular strategy.

[David LΞΞ @DavidLeeNet]

Trump, Powell, and interest rates

Today, the price of money is determined by structural factors. Demand for capital is growing: the US government is increasing its debt, financing military programs, and pouring billions into artificial intelligence. Businesses are also borrowing, building data centers, and restructuring supply chains. At the same time, the supply of savings is declining. Boomers, who have been saving for decades, are now spending. China, which used to buy tons of Treasuries, is no longer the “world's bank.” Even oil powers are investing in their own megaprojects rather than US debt

Political attacks on the independence of the Federal Reserve only exacerbate the picture. Investors do not want to hold an asset that could be devalued if the regulator dances to the president's tune. If confidence in the dollar weakens, long-term loan rates will rise even more

The era of cheap money is over. For thirty years, rates fell, Washington could borrow as much as it wanted, the stock market grew, and mortgages were affordable. Now it's the opposite: ten-year bonds are holding steady at around 4.5% and are likely to go higher. Bloomberg predicts that 4.5-5% will become the new normal, with risks leaning toward 6%. For an economy accustomed to cheap financing, this is a painful turnaround

Trump hopes that replacing Powell and appointing “his” man will allow him to quickly bring down rates. In the short term, maybe. But in the long term, it will lead to a loss of confidence, capital flight, and rising yields. Demographics, geopolitics, new debt — all of this is pushing up the cost of money. So what kind of deep rate cuts can we talk about now?

[The Signal Foundry @SignalFoundry]

📊 Market Overview:

$BTC : $114392
$ETH : $3568.11
$BNB : $757.34
$SOL : $163.41

📈 Market Cap :

Total : 3.8T
DeFi : 130.99B
24hr Vol : 92.07B

⚡️ Sentiment :

FGI : Greed (64)
Open Interest : 79.93B
24h Liquidation : $135.0M

[The Signal Foundry @SignalFoundry]

"Narratives and metrics matter but tokenomics can make or break your altcoin bet"

[David LΞΞ @DavidLeeNet]

How to get rich on altcoins? (Part 2)

🔵 So, we already know that the popularity of a project is very important, and metrics confirm whether the product is being used. Let's continue exploring this topic.

🔥 Clear tokenomics

🔵 If you plan to hold a token for only a few days, tokenomics is not that important. But for medium- and long-term investments, it's a different story.

🔵 For example, TIA has fallen by more than 90% over the past 17 months due to enormous selling pressure from early investors after each token unlock. Therefore, it is important to study tokenomics before buying a token.

🔵 What I look at when researching a token:

Upcoming unlocks (you can check the tokenomics and unlocks of popular tokens via Tokenomist)

In general, I want at least 30% of tokens to be in circulation, and the annual issuance (inflation) to be no more than 20-35%.

🔵 Also, if a large unlock is expected in the near future (for example, more than 20% of the current circulation), I would not buy this token.

Token utility. I always ask myself two questions:

– Does the token benefit from the success of the protocol?

– And why would someone buy it at a higher price than me?

🔵 The best options are income distribution mechanics or token buybacks. Although strong utility is a big plus, it is not essential. I have seen many tokens with almost no utility that still grew well.

[The Signal Foundry @SignalFoundry]

Mindshare on social + explosive metrics = potential goldmine

Think ENA: 154% up after TVL surged 50%. Tools? Start with DeFiLlama
Narratives matter. So does timing”

🔍 Shared by one of TSF’s core contributors our Growth Ecosystem Lead

Part 2 coming soon

[David LΞΞ @DavidLeeNet]

How to get rich on altcoins? (Part 1)

🔵 In a poll on Discord, you voted for topics that interest you. We heard you, so let's talk about finding that one project to make some money.

🔵 The bull market is back (at least for now). But the question is, which altcoins are most likely to become top performers?

🔵 During the 2021 bull market, almost every random coin was growing. But since then, everything has changed.

🔵 Millions of new altcoins have been launched, and now it is extremely important to be very selective about what to buy in order to make money.

🔵 In this post, I want to share my crypto checklist and what I look for in projects.

[The Signal Foundry @SignalFoundry]

@DavidLeeNet

[David LΞΞ @DavidLeeNet]

Tomorrow we drop a new case on X: How to get rich on alts

Straight from the @SignalFoundry vault where the work never stops and the alpha is earned, not guessed

Most are busy tweeting vibes
We’re mapping the money flows
Set your reminders or stay poor

#SignalFoundry

[The Signal Foundry @SignalFoundry]

GM!

- $BTC ≈$113,900 (-1.43%)
- $ETH ≈$3,520 (-4.21%)
- $SOL ≈$160 (-2.53%)

- Market capitalization ≈$3.7T (-1.50%)
- Fear and Greed Index: 51 (neutral)
- Altseason Index: 43

[The Signal Foundry @SignalFoundry]

Sui now has its own “MicroStrategy” — Mill City has invested $450 million

Mill City Ventures III has announced the creation of a corporate treasury based on Sui tokens, investing $450 million and purchasing SUI at an average price of $3.64 per coin

[The Signal Foundry @SignalFoundry]

GM!

- $BTC ≈$115 500 (-2.46%)
- $ETH ≈$3 690 (-4.51%)
- $SOL ≈$170 (-5.76%)

- Market capitalization ≈$3.8T (-3.08%)
- Fear and Greed Index: 57 (neutral)
- Altseason Index: 41

[David LΞΞ @DavidLeeNet]

Phoenix Group (UAE) has disclosed its crypto reserves.

The company's balance sheet: $150 million — 514 $BTC and 630,000 $SOL.

Phoenix Group became the first public company on the ADX (Abu Dhabi) exchange to officially include digital assets in its corporate reserves.

What Phoenix Group does:

- $BTC mining (top 10 global miners, >15 EH/s, 2% of global hash rate).

- Data center hosting and equipment distribution (MicroBT, Ledger, CoolWallets).

- Investments in Web3 (M2 Exchange, Lyvely, Citadel, partnership with Tether)

[The Signal Foundry @SignalFoundry]

We’ve been quieter here lately not from slowing down, but because TSF has been growing fast behind the scenes. Discord is buzzing, the project is scaling, and we’ll be back soon with more to share. Stay tuned

[The Signal Foundry @SignalFoundry]

Today, our community released a deep-dive article breaking down a key development we analyzed the upcoming White House report on crypto, weighing the pros and cons, and assessing its potential market impact

It turned out great, and we’d love to share it with you

[The Signal Foundry @SignalFoundry]

GM!

- $BTC ≈$118,400 (+0.16%)
- $ETH ≈$3,860 (+1.01%)
- $SOL ≈$180 (-1.04%)

- Market capitalization ≈$3.9T (+0.60%)
- Fear and Greed Index: 62 (greed)
- Altseason Index: 47

[The Signal Foundry @SignalFoundry]

📈 #NFT NFT sales rose to $574 million in July, the second highest figure in 2025

[Ted @TedPillows]

$ETH netflow + $121,600,000 past 24H.

Ethereum is not slowing down. 🔥

[The Signal Foundry @SignalFoundry]

The stablecoin $USD1, issued by WLFI, is currently losing its peg to the dollar

Its price has fallen below $0.996 and continues to decline steadily

[David LΞΞ @DavidLeeNet]

🗓 Listings for next week

▪️ July 28 — NERO Chain, DeLab Games
▪️ July 29 — Spheron, Ika, SparkDEX
▪️ July 30 — Naoris Protocol
💰 Largest funding rounds over the past week:
🔹 Mercurity Fintech – $200 million
🔹 Courtyard – $30 million
🔹 Bitzero – $25 million
🔹 xTAO – $22.8 million
🔹 Poseidon – $15 million
🔹 DSRV Labs – $11.6 million
🔹 Gaia – $10 million

[Cointelegraph @Cointelegraph]

⚡ INSIGHT: Cathie Wood's Ark Invest predicts Bitcoin could hit $1.5 million in a bull case scenario.

Wonder what happens when $BTC hit the price?

[David LΞΞ @DavidLeeNet]

This week is a continuous test of the resilience of the soft landing for the US economy and that's why 👇🧵