HENDRY LE

T3/2025
Chuẩn bị cho nhịp sóng sắp tới
#DEFI #Stablecoin and #RWA

[HENDRY LE @ThoChienn]

Đọc lại bài này của a ,giúp e củng cố thêm niềm tin về 1 mùa altss tiếp theo. MM dạy chúng ta hình thành thói quen, khi nđt bắt đầu quen dần tâm lý,cách vận hành của 1 mùa úp, thì cũng là lúc họ thay đổi.

[DongPham @phamduydong179]

❇️Rất nhiều người nói "Chu kỳ này sẽ khác". Nhưng soi lại quá khứ thì có gì khác đâu!

1. Hình 1 và hình 2 là #XRP chu kỳ 2016 - 2017, vùng tích luỹ khi zoom lại trên đồ thị tuần thì nhìn như sợi chỉ. Nhưng biên độ cao nhất của vùng tích luỹ là 0.06$, thấp nhất là 0.003$ (Chênh nhau 20 lần). Trước khi tăng 1.105 lần lên 3.317$

2. Hình 3 và hình 4 là đồ thị tuần của #FTM chu kỳ 2019 - 2021. Vùng tích luỹ tại 0.0017$ tới 0.056$ (Chênh nhau 32 lần). Trước khi tăng 2.047 lần lên 3.48$.

=> Thị trường là cực kỳ khắc nghiệt, dù là ở chu kỳ nào. Thị trường càng dao động mạnh thì lợi nhuận hoặc thua lỗ càng cao!!!

[HENDRY LE @ThoChienn]

iffff

[Andrei Grachev 🦅🟠 $FF @ag_dwf]

If Trump wins midterm and give 5k$ to every adult, it would be like 150% of Covid helicopter money
People will definitely spend a part of on crypto and we can see 021-like bull run.
If it happens, we you must cash out everything and enjoy next years, bcz crisis is coming

[HENDRY LE @ThoChienn]

Bài viết mình còn lủng củng tuy nhiên đó là lập luận của bản thân khiến mình củng cố niềm tin thôi.
Sai thì mất 1
Đúng thì có 100
OWL

[HENDRY LE @ThoChienn]

Thị trường tăng, tuy nhiên giai đoạn này thiếu 1 câu chuyện meme đủ lớn để hút người chơi.
- 2023 có PEPE dẫn sóng Up
- 2024 có Pnut xoay quanh câu chuyện nhân quyền
- 2026 liệu OWL xoay quanh câu chuyện Supperintelegent

[Elon Musk @elonmusk]

It always was

[HENDRY LE @ThoChienn]

Và 1 câu chuyện hay luôn đi kèm với một biểu tượng thuần khiết
thì OWL là một mascot cực kỳ dễ hiểu.
Đại diện cho Siêu trí tuệ nhân tạo.

[HENDRY LE @ThoChienn]

SI ( siêu trí tuệ nhân tạo )
Bởi vì OWL = con cú, và con cú là biểu tượng của trí tuệ / wisdom từ rất lâu.
Trong văn hóa phương Tây, đặc biệt là thần thoại Hy Lạp:
Athena → Wisdom → Owl 🦉

[Elon Musk @elonmusk]

It always was

[HENDRY LE @ThoChienn]

🦉 = trí tuệ + khả năng nhìn thấu + sự bí ẩn + một dạng intelligence vượt khỏi giới hạn thông thường của con người.
Maybeeee

[Elon Musk @elonmusk]

No more AI
SI
It’s better

[Crypto Tice @CryptoTice_]

WARREN BUFFETT JUST SAID SOMETHING HE ONLY SAID ONCE BEFORE.

Right before markets crashed 78%.

1999: "Euphoria is the enemy." Walked away.
Result: Dot-com crash. Down 78%.

2026: $400B in cash. Zero purchases.
"Worse than 1999."

Michael Burry: $1B short on AI.
Warren Buffett: $400B in cash.

Same year. Same warning. Same answer.
Cash.

He has been right every single time.
He just gave the warning again.

Are you listening?

[HENDRY LE @ThoChienn]

Zro

[Bryan Pellegrino (臭企鹅) @PrimordialAA]

"We move $10–15B of value per month, hold 91% share of cross-chain value transfer, connect 165+ blockchains, and have 900+ applications built on the protocol. ~71% of the world's stablecoin supply is issued using the LayerZero OFT standard."

Well when you put it like that...

[Domba.Eth @DombaEth27]

BREAKING: SUPPLY $RUNE TELAH BERKURANG HAMPIR 65% SEJAK PERTAMA KALI LISTING.

Dari jumlah token: 1 miliar, menjadi 500 juta, dan saat ini tersisa sekitar 354 juta $RUNE

Berikut perjalanan deflasi sebelumnya:

Juni 2019: $RUNE diluncurkan dengan maksimum supply 1 miliar token. Dan oktober 2019: THORChain (@THORChain) membakar 500 juta token dan memangkas supply maksimum menjadi 500 juta.

April 2026: Melalui ADR-023, sebagian besar kepemilikan $RUNE dari Reserve Module dibakar secara permanen.

Ditambah mekanisme pembakaran biaya jaringan dan sink deflasi algoritmik, total supply kini turun menjadi sekitar 354 juta $RUNE.

Menariknya saat ini ? sekitar 93% dari total supply tersebut sudah beredar market. Jika demand $RUNE naik ? maka nanti dengan mudah harganya akan mengikuti.

NOTE:

Harga saat ini $0.7 dengan ATH di $21

[Şirin Baba @smurfypappa]

Hangi coin tam olarak ne işe yarıyor? (Part2)

AĞLAR

$ETC : bölünmeden önceki Ethereum, madencilikle çalışır
$ALGO : Turing ödüllü bir profesörün kurduğu hızlı zincir
$ICP : siteleri ve uygulamaları doğrudan zincirde çalıştırır
$ATOM : zincirlerin birbiriyle konuştuğu Cosmos ağı
$SEI : alım satım için tasarlanmış hızlı zincir
$MON : işlemleri paralel yürüten yeni zincir
$STX : Bitcoin'e akıllı kontrat getiren katman
$STRK : sıfır bilgi kanıtıyla çalışan Ethereum L2
$CRO : Cryptocom borsasının zinciri
$XPL : sadece stablecoin transferi için kurulan zincir
$NIGHT : Cardano'nun gizlilik zinciri
$AZTEC : Ethereum üstünde gizli işlem katmanı

DEXLER

$RAY : Solana'nın en büyük borsalarından
$AERO : Base ağının en büyük borsası
$RUNE : farklı zincirlerdeki coinleri köprüsüz takas eder
$DRV : zincir üstü opsiyon ve vadeli işlem borsası

BORÇ ALIP VERME

$MORPHO : borç verenle alanı daha iyi faizle eşleştirir
$COMP : ilk büyük merkeziyetsiz borç verme protokolü
$JST : Tron'un borç verme platformu
$SYRUP : kurumlara kredi veren Maple'ın tokeni

STAKE

$LDO : Ethereum stake etmenin en büyük yolu
$JTO : Solana'da stake edenlere ekstra getiri dağıtır
$EIGEN : stake edilmiş ETH'yi başka ağları korumaya kiralar
$PENDLE : gelecekteki getiriyi bugünden alıp satmanı sağlar

RWA

$SKY : eski adı Maker, DAI ve USDS dolarlarını çıkarır
$WLFI : Trump ailesiyle bağlantılı kripto finans projesi
$CFG : fonları ve kredileri zincire taşır

ALTYAPI COİNLERİ

$QNT : bankaların sistemlerini zincirlere bağlar
$ZRO : zincirler arası mesaj taşıyan ağ
$W : Wormhole köprüsünün tokeni
$TIA : başka zincirlerin işlem verisini saklar
$GRT : zincir verisini uygulamalar için düzenler
$ENS : Ethereum adresine isim verir
$ARKM : cüzdanların kime ait olduğunu gösterir

YAPAY ZEKA

$FET : birleşen yapay zeka projelerinin ortak coini
$RENDER : boştaki ekran kartlarını kiraya verir
$GRASS : kullanmadığın interneti yapay zekaya satarsın
$VVV : gizli ve sansürsüz yapay zeka Venice'in tokeni
$NMR : veri bilimcilerin tahminleriyle yönetilen fon
$0G : yapay zeka uygulamaları için zincir ve depolama
$KAITO : kriptoda kimin neyi konuştuğunu ölçer

OYUN VE NFT

$APE : Bored Ape topluluğunun coini
$MANA : sanal arazinin alınıp satıldığı metaverse
$GALA : oyun platformunun tokeni
$IMX : oyunlar için Ethereum katmanı
$CHZ : taraftar tokenlerinin zinciri, Galatasaray'ınki dahil

MEMECOİN

$WIF : şapkalı köpek, Solana'nın simgesi
$BONK : Solana'nın ilk büyük memecoini
$FARTCOIN : bir yapay zeka botunun esprisinden doğdu
$FLOKI : adını Elon Musk'ın köpeğinden alıyor

Bir coinin ne işe yaradığını bilmek ilk adım.

İkinci adım, o işin para kazandırıp kazandırmadığı.

Bu 50 coinin gelirine tek tek baktım.

20'si yılda 1 milyon dolardan fazla gelir yazıyor, başı Sky, World Liberty ve Aerodrome çekiyor.

9'unun ise zincir üstünde ne geliri görünüyor ne de içinde duran parası.

Yani aynı listede iş yapan da var, iş yapıyormuş gibi görünen de.

Fark boğada görünmez, ilk sert düşüşte ortaya çıkar.

Bakın, ne işe yaradığını tek cümleyle söyleyemediğin coini düşüşte elinde tutamazsın.

Panik geldiğinde tutunacak bir şeyin olmaz.

İki listede 100'e yakın coin var.

Seninkilerden hangisi hâlâ yok? Yorumlara yaz, üçüncü bölüme onları alayım.

Kaydet. Biri sana coin önerdiğinde önce bu listede ne iş yaptığına bak.

[Mo Elgaraihy @EngMoElgaraihy]

🚨 هذا الخبر سيفجّر الإنترنت بالكامل! 🤯💥👁️

​إيلون ماسك يُسقط للتو أقوى وأجرأ قنبلة من Neuralink:
​"خلال الـ 6 إلى 12 شهراً القادمة، سنزرع أول أجهزة رؤية بشرية.. حتى لو كنت كفيفاً بنسبة 100% منذ الولادة، سنكتب الإشارات مباشرة إلى القشرة البصرية في دماغك.. وستبصر!" 🧠⚡️

​"وهذه مجرد البداية.. على المدى الطويل، ستمتلك دقة فائقة (Ultra-HD) وقدرات خارقة حقيقية: ستتمكن من الرؤية للأشعة تحت الحمراء، الفوق بنفسجية، وحتى الرادار! تماماً كالأبطال الخارقين." 🦸‍♂️🚀

​المستقبل لم يعد خيالاً علمياً.. النيورالينك يصنعه الآن! 🧵👇

[Mo Elgaraihy @EngMoElgaraihy]

🚨 تصريحات مرعبة ومجنونة من إيلون ماسك ستغير مستقبل البشرية للأبد! 🧠🚀💥

​"مراكز البيانات على الأرض انتهت.. الخطوة القادمة هي إطلاق مراكز بيانات فضائية بـ 100 إلى 200 جيجاوات سنويًا! وإذا أردنا تجاوز الـ Terawatt، سنبني مصانع ذكاء اصطناعي على القمر ومدافع كهرومغناطيسية لإطلاق الأقمار الصناعية لترددات الفضاء!" 🤯

​الهدف النهائي؟ السيطرة على جزء من طاقة الشمس لبناء ذكاء اصطناعي عملاق يفوق خيال البشر! ☀️⚡️

​الخيال العلمي يتجسد واقعاً الآن.. أهلاً بكم في العصر الفضائي للذكاء الاصطناعي! 🧵👇

[HENDRY LE @ThoChienn]

Crypto luôn luôn là vậy, giá tăng đi kèm với tin tốt, không có gì phải vội vàng hay gấp gáp cả.
Việc của mình là tìm những dự án size tích luỹ đẹp, dự án còn hoạt động, mua và DCA dần thôi, rồi sẽ được gọi tên.

[Jan Nieuwenhuijs @JanGold_]

Today I advise everyone to buy at least 1 $QNT. Risk: loose $120, potential: earn $10,000.

[HENDRY LE @ThoChienn]

DEXs and wallets are the best choices

[FrontierX @RealFrontierX]

Nội dung bạn này đưa ra chưa bàn đúng sai, nhưng thắc mà là nguyên nhân tại sao sàn lại kick bạn này ra khi bạn này đang hỏi về bảo mật của sàn?

Cách xử lý bằng việc kick người thắc mắc ra khỏi group là cách xử lý liệu có gây tác dụng phụ hoang mang cho công đồng? Giả sử nếu đúng như bạn này nói, thì sau này người dùng có vấn đề gì thắc mắc cũng bị kick ra hay sao?

[Jan Nieuwenhuijs @JanGold_]

Today I advise everyone to buy at least 1 $QNT. Risk: loose $120, potential: earn $10,000.

[HENDRY LE @ThoChienn]

@Cyriptoman4 I hope Mars back to 0.05$ 🤭

[Vespamatic Crypto @vespamatic96]

Altcoin lo udah mati atau cuma lagi tidur ?
Kebanyakan orang nebak doang Padahal bedanya bisa dicek pakai data on chain, cuma butuh 5 menit

3 tanda altcoin mati, 3 tanda dia masih bisa bangkit, plus cara cek sendiri Thread lengkap🧵

[HENDRY LE @ThoChienn]

I✅

[Moe @Crypto_Moe84]

$Others

Others, small/medium caps have no time

Altseason

[Stitch @stitchdegen]

And another token I want to talk about today is $SEND on ETH

Over the past few days, I’ve started seeing Sender show up more and more on the timeline, especially after $SEND made a strong move and $CONDO became the first notable runner from the pad

I spent some time digging deeper into how Sender actually works, and I think this one is pretty interesting

But first, there’s one thing we need to understand :

I don’t see $SEND as just another meme. This is basically a bet on whether Sender can grow into a meaningful launchpad on Ethereum

1. What is Sender actually building?

Sender is a launchpad on Ethereum mainnet built around Uniswap V4

Tokens launched there have a fixed 1B supply, no additional minting, and liquidity is locked from the beginning

The part that caught my attention the most is the pairing system

Instead of forcing every meme to pair with ETH, Sender allows tokens to pair with ETH or assets from its allowlist, including PEPE, MOG, SHIB, and more importantly, tokenized stocks/RWA assets such as ONDO, Tesla, Apple, or NVIDIA

This is where I started getting some StonkFun vibes

The market has already shown that degens like the idea of combining memes with stocks/RWA. Sender is basically trying to bring that same narrative to Ethereum while building directly around Uniswap V4

The first few blocks after launch are also handled differently

The creator gets priority in the first block if there is a dev buy, while position and buy-size limits gradually open up over the following blocks

It doesn’t completely eliminate sniping, but at least the launch isn’t fully open from block one

2. How does $SEND capture value?

This is the part I care about the most

Every swap on Sender has a 1% fee

The split is :

70% goes to the creator, or holders if the creator enables fee sharing

24% goes toward burning $SEND

6% goes to the protocol

There is also a 0.002 ETH fee for every token launch

By default, 50% of that launch fee goes to the burn allocation and 50% goes to the protocol. The contract allows the burn percentage to be increased, but it cannot be reduced below 50%

So the $SEND thesis is actually pretty simple :

More volume on the pad means more fees. More fees means more value flowing into the mechanism that buys and burns $SEND

$SEND also has no emissions, no staking, no treasury unlocks, and no additional minting

So I don’t think we need to overcomplicate its utility

Betting on $SEND is basically betting on Sender’s activity

3. But don’t confuse this with holder rewards

This is where I think a lot of people get confused

Holding $SEND does not mean you receive ETH, ONDO, or tokenized stocks

There is no staking yield, dividend, or direct claim on protocol revenue for $SEND holders

The benefit for $SEND holders is indirect through deflation :

Pad volume increases

Fees increase

$SEND gets bought and burned

Circulating supply decreases

The paired-asset reward mechanism applies to tokens launched on Sender, not $SEND itself

When a creator launches a token, they can enable fee sharing from the start

For example, a token paired with ONDO can distribute ONDO to holders. An ETH pair can distribute ETH. A token paired with tokenized AAPL can distribute that paired asset

And once fee sharing is enabled at launch, the creator cannot switch it off later

So in simple terms :

$SEND is a bet on the entire platform

A launched token with fee sharing is a bet on that specific token’s volume

Those are two completely different theses

4. $CONDO is the most important part for me

If $SEND were the only token pumping, I wouldn’t rate this narrative as highly as I do right now

What made me pay more attention was $CONDO

At the time of my research, $CONDO was sitting around a $1.7M to $2.3M MC and had already generated significant volume with its ONDO pair

I care less about the fact that it ran thousands of percent and more about what it proved :

Meme x RWA on Sender can actually attract traders

Right now, $CONDO is the first real proof of concept for this narrative

And this is probably the catalyst I’ll be watching the closest

If we start seeing another ONDO, NVDA, AAPL, or TSLA pair hold $500K to $1M+ MC with real volume for several days, then Sender starts proving that it can create an actual meta

If $CONDO runs and everything after it dies, then I would look at the $SEND thesis very differently

5. What do the current numbers tell us?

At the time I’m writing this, the numbers I collected for Sender are roughly :

Total volume around $18M to $21M

24h volume around $3M

Around 160 creators

Roughly 300 to 450 tokens depending on the source/index

Around $100K in cumulative creator fees

For such a new platform, those numbers are interesting

But you need to look deeper

A large part of the current volume is concentrated in $SEND and $CONDO. These two markets are carrying most of the activity on the pad

Meanwhile, very few tokens have managed to maintain a meaningful market cap

So I wouldn’t call Sender a runner factory yet

So far, it has only proven that people are using the product and the narrative can work

Whether it can scale is still an open question

6. Sender vs StonkFun

This is probably the easiest comparison

StonkFun has already proven there is demand for memes paired with stocks/RWA on Solana. It has produced multiple large runners, has a much broader quote catalog, and operates at a completely different scale

Sender is trying something similar on Ethereum, but with Uniswap V4

What I like is that Sender isn’t simply copying the exact model

Tokens trade on Uniswap V4 from the beginning, with liquidity locked from launch. “Graduation” is basically a pool threshold rather than a bonding curve finishing and then migrating to another DEX

So I would describe Sender as :

A very early Ethereum version of the StonkFun thesis

Not the second StonkFun yet

Right now, we have proof of concept, but we don’t have a catalog of runners

And the difference in scale is still huge

7. What does $SEND need to keep running?

I don’t think $SEND needs another burn announcement

The burn mechanism already exists

What Sender needs now is breadth

First, $CONDO needs to stay alive

It doesn’t need to keep pumping every day, but it needs to maintain liquidity, volume, and attention

Second, Sender needs a second and third runner

I especially want to see ONDO, NVDA, AAPL, or TSLA pairs maintain relatively meaningful market caps for several days instead of pumping for a few hours and disappearing

Third, volume outside $SEND needs to grow

If the pad continues doing $3M+ daily volume but that volume gradually spreads across more tokens, the thesis becomes much stronger

If you remove $SEND and $CONDO and almost nothing else is trading, then the ecosystem is still extremely fragile

And finally, creator fees

Around $100K lifetime is a decent signal for such a young pad, but if this number starts growing consistently week after week, that would show creators actually have an incentive to keep launching there

8. The levels I’m watching

At around $7.5M to $12M MC, I don’t like chasing after such a strong move

The first area I’d start watching is around $5M to $7M

The $3M to $5M range becomes more interesting to me if $CONDO is still alive, pad volume remains healthy, and new runners start appearing

But keep in mind :

These are observation zones, not hard support levels

If $SEND loses roughly $3M MC while pad volume simultaneously falls below $500K to $1M per day for several days, I would reassess the entire thesis

Liquidity is still relatively thin, so a deep wick does not automatically mean support or a “sale”

With this type of chart, one large order can create a huge move in either direction

9. What about the risks?

The biggest risk for me isn’t whether the burn mechanism works

The biggest risk is that Sender simply fails to scale

Launching a few hundred tokens isn’t difficult

Producing one $CONDO isn’t enough either

The difficult part is producing a second, third, and eventually tenth $CONDO so degens actually keep their liquidity on the platform

Ethereum gas is another obvious disadvantage compared with Solana for this kind of high-frequency degen trading

Another risk worth paying attention to is creator concentration

Creators can buy aggressively when the pool opens. Under certain conditions, a relatively small amount of ETH can result in a very concentrated supply

So a clean launch structure doesn’t automatically mean every token has clean distribution

I would still check dev buys, top holders, and concentration for every token just like usual

Smart contract risk, thin liquidity, and whether the buyback mechanism is actually being executed on-chain are also things I’d monitor instead of relying purely on announcements

10. How I’m looking at $SEND

I think $SEND is an interesting bet at this stage

Not because the token has already pumped

But because the market has already proven there is demand for meme x tokenized stocks/RWA on Solana, while Sender is now trying to bring that same meta to Ethereum through Uniswap V4

$CONDO gives us the first proof of concept that this narrative can work

But one runner still isn’t enough to say the pad has won

From here, I’m not just watching the $SEND chart

I’m watching total pad volume, volume outside $SEND, whether $CONDO can survive, when the second runner appears, creator fees, and activity across the RWA pairs

If all of those start expanding together, the $SEND thesis becomes much stronger because platform activity directly feeds into its deflation mechanism

But if a few weeks from now $SEND and $CONDO are still carrying almost all of the volume, I’ll lower my expectations

In short, I see $SEND as a bet that Sender can become a very early StonkFun-style platform on Ethereum. The narrative fits the current market, the value-capture mechanism is easy to understand, and we already have the first proof of concept. But for the next leg, Sender needs real runners and real volume, not more hype

I’m not chasing the current range. $5M to $7M is where I start watching, while $3M to $5M becomes much more interesting if pad activity remains healthy. If it loses $3M while pad volume dies at the same time, then the thesis is no longer the same

0x47ACCD13264D8F954105256FaaC8376ce6A55999