k.based 🎩🟧

The Sat Hunter 🔍 Analyst | Taiko | Life @playsomo | $SOMO 🧡 Ordzaar

[k.based 🎩🟧 @crypto_dead0]

#EARLY
Bitcoin Jurassic 🦖

Twitter score : 276

Info:
- Total quantity: TBA
- Mint Price: TBA
- Mint Date: TBA

Twitter - https://t.co/lteCsWTZOS

[Funders VC @FundersVC]

Open Demo Day Edition 2

Big thanks to @0xPivot_ for the invite. Looking forward to diving deep into inspiring solutions and connecting with the builders shaping this cycle.

See you tomorrow at 1 PM UTC here👇

https://t.co/kAtTTCkdqk

[Funders VC @FundersVC]

The Privacy Renaissance: Smart Money Goes Dark

While the broader market searches for a foothold, a quiet revolution is taking place in one specific sector. Data @artemis shows that capital isn't just seeking safety it's moving into the shadows.

The #PrivacyCoins sector has posted a massive 31.8% gain over the last month.

This is the strongest performance across the board. The sector is widening the gap even against resurgent classic themes like:

▫️ #SocialFi: +20.0%
▫️ #BTC Ecosystem: +12.9%

The question arises: Why have assets that lived under the threat of delisting for years suddenly become the primary "safe haven"?

The answer lies in a shift of the fundamental driver. In 2026, the keyword is Utility.

The market has finally realized that blockchain without privacy is unfit for real business.

▫️ Narrative Evolution. While anonymity was previously associated with tax evasion, today it is a matter of On-chain #OpSec (operational security).
▫️ Business Demand. Major funds cannot operate in open #DeFi where competitors see their positions. They require "Dark Pools" to protect commercial secrets.

📍Demand is now driven not by speculation, but by infrastructure-grade necessity for enterprise. This is confirmed by raw liquidity.

▫️ Market Cap: Swelled to $71.2 Billion.
▫️ Volume: Surged +25% to nearly $4.9 Billion.

We are witnessing a fundamental shift of utility.

The market is betting that privacy will cease to be a niche feature for geeks. It is becoming a premium service that both retail and institutional capital are willing to pay for.

[k.based 🎩🟧 @crypto_dead0]

@musk_unit Good info, respect!

[Funders VC @FundersVC]

Merry Christmas and happy holidays to everyone 🎄

This year at @FundersVC was probably the most active one we’ve had so far. The market changed a lot, and we changed along with it. In crypto, we put much more focus on liquidity deployment and structuring, which helped us accelerate and grow significantly.

On the VC side, we invested in 7 startups. Some of last year’s portfolio companies are currently raising follow-on rounds, and a few are also in discussions around potential exits that are still in progress. It’s great to see the portfolio continuing to mature. From a product perspective, we also stayed hands-on: sharing expertise and actively supporting portfolio teams as they scale.

On the liquidity side, we deployed capital privately across 10+ protocols and tested multiple strategies, several of which are now working in production.

This year also meant a lot of time spent in the field. Across conferences and events, we connected with 1,000+ founders, investors, and operators. Dozens of those conversations have already turned into partnerships and investments – something we’re especially proud of, given the amount of hands-on work involved in building the @FundersVC brand.

We know the market remains unpredictable. On one side, there’s a strong AI boom; on the other, a liquidity crunch in crypto and overall uncertainty.

What we can say for sure is that it was a very intense and exciting year. We wish everyone interesting deals and strong startups in the year ahead. To founders – finally finding the right investors and scaling their companies.

Looking forward to the year ahead.

[Funders VC @FundersVC]

Yesterday had a blast at the @TokenizedSummit 2025 in Abu Dhabi.

It’s impossible not to mention speaker lineup and good discussions on RWA, with a noticeably smart and well-reasoned approach to tokenization overall.

Shoutout to hosts and sponsors and thanks for the valuable insights and networking🤝

Today, @PeanutTrade joined us and @yield_network as co-hosts at Proof-of-Liquidity - the event wrapped up on a high note.

[Funders VC @FundersVC]

Co-hosting Proof of Liquidity in Abu Dhabi together with @yield_network and other leading partners.

This is the second edition, and we're pleased to support the event and contribute to the discussion.

A key gathering for institutional LPs, DeFi protocols, and capital allocators to explore the state of liquidity and infrastructure.

If you're in Abu Dhabi, join us.

Looking forward to sharing our perspective on the market and discovering new liquidity opportunities.

See you there. 🤝🏼

[Funders VC @FundersVC]

Institutional participation has followed:

▫️ @Grayscale ZCSH: $151.6M
▫️ @winklevosscap Capital: $58.88M
▫️ Combined institutional exposure: $220M+

At the same time, regulatory pressure is building. EU AMLR proposals indicate increased scrutiny toward fully-private assets, with exchanges expected to limit support for privacy-by-default coins by 2027.

📍FinCEN now requires enhanced reporting for private transactions above $500.

This is where Zcash's optional privacy model becomes a strategic advantage. Viewing keys allow selective disclosure to auditors, custodians, or exchanges, a middle ground between full anonymity and full transparency.

It also explains why institutional products on $ZEC run through @coinbase Custody: it's one of the few privacy models regulators can tolerate.

[Funders VC @FundersVC]

🔶 Interest in privacy has been rising through 2025, and @Zcash is back in the spotlight. The shielded pool expanded from 1.2M to 4.5M $ZEC, roughly 20-25% of circulating supply.

The network processes millions of transactions each month, with 30%+ routed through the shielded pool.

@zashi_app turned private transfers into a default flow rather than a niche feature, which shows a shift in user behavior: when full transparency becomes impractical for legitimate institutional flows, private execution stops being optional.

[Funders VC @FundersVC]

Stable Yield: Capital Shift 📊

Yield-bearing stablecoins supply reached $19.83B (-3.98%). Market continues growing, but last 7 days show interesting capital redistribution dynamics.

Growing:
▫️ $sUSDS: +88.6% (7d)
▫️ $USYC: +87.0%
▫️ $syrupUSDT: +39.4%
▫️ $gtUSDa: +110.1%

Declining:
▫️ $srUSD: -86.2% (7d)
▫️ $yUSD: -86.4%
▫️ $csUSDL: -73.5%
▫️ $mTBILL: -49.5%

[Funders VC @FundersVC]

Market demonstrates clear preferences, and there's logic behind these numbers 💁‍♂️

Growth leaders ($sUSDS with massive TVL and $USYC with $2.49M YPO) offer a combination of factors: sustainable yield, deep liquidity, audited protocols. $syrupUSDC shows strong growth with $1.21B TVL, indicating solid institutional confidence.

On the other hand, $srUSD loses 86.2% TVL in a week, $yUSD down 86.4%.

Such sharp declines are usually related to one of three factors: yield compression below market expectations, liquidity issues for exits, or loss of trust in the underlying protocol.

[Kirill Titarenko @musk_unit]

DEX Tokens: When protocol revenue doesn't create holder value 🦹

Market cap shows market valuation.
@Uniswap : $3.321B.
@CurveFinance : $613.85M.

At first glance, Uniswap is 5x more valuable.

But value distribution structure reveals a different picture. Uniswap collects $3.341B in annual fees and distributes $0 to token holders. Curve collects $114.63M and distributes $52.53M nearly half the revenue returns to $veCRV holders.

The paradox: a protocol with higher revenue doesn't create economic value for the token. UNI holders fund growth through liquidity and volume but don't participate in the results of that growth.

📍Holder behavior reflects incentive structure. 60.88% of CRV market cap is stakedholders lock tokens for years to earn fee share.

For $UNI, there's no built-in reason for long-term holding beyond speculation on future utility or governance influence.

When protocols compete, two axes evolve: product technology and token economics. Uniswap iterates on AMM mechanics (V2 → V3 → V4), improving capital efficiency and functionality.

⛓️Competitors iterate on value distribution models, embedding revenue-sharing into architecture from day one.

Both axes are critical. But only alignment between holders and protocol through economic mechanisms creates sustainable long-term capital retention.

[Kirill Titarenko @musk_unit]

That’s the crypto community for you. Give them millions, and as soon as they lose them, they start crying. We’ve all been burned; crypto is just a scam.

The most interesting part is that as soon as the market recovers and some of the capital returns to them, they will again praise and promote crypto to the masses. Crypto is easy money, crypto is cool, and so on.

And this is just a part of the people I showed you. How boring and pathetic they are.

@benwgmi_ @Noahhcalls @mistor @Ashcryptoreal

[Funders VC @FundersVC]

$250,000,000,000 wiped out from the crypto market cap today.

@aixbt_agent what to expect next?

[Funders VC @FundersVC]

Crypto Market: Bull vs Bear 🏞️

The cryptocurrency market is in a state of structural uncertainty after a sharp liquidation cascade: $1.37B in leveraged positions wiped out, $BTC dropped to $100K, $ETH fell below $3,300. Signals are contradictory, and attempting to predict direction requires analyzing factors from both sides.

What triggered the crash:

- ETF outflows: -$866M BTC, -$418M ETH (institutional profit-taking)
- Whale transfers to CEXs (preparation for selling)
- Derivatives pressure: massive put positioning created liquidation cascade
- Leverage flush: most weak hands cleared out
- Fed rate cut uncertainty from Jerome Powell
- Traditional market weakness: S&P 500, NASDAQ, tech stocks declining
- Current state: signals remain mixed

🐻 Bearish pressure intensified:

▫️ Fresh technical damage: $ETH erasing 2025 gains, trading at year-open levels ($3,285), down 31.2% from August ATH $4,946
▫️ Accelerating ETF outflows: -$866M BTC and -$418M ETH signal institutional risk-off
▫️ AI bubble sentiment: capital rotating from crypto to AI stocks, institutional investors leaving crypto in second place
▫️ OG whale sales: long-term holders taking profits after 5x+ gains, signaling expectations of prolonged bear trend
▫️ Trader conviction loss: after September crash (largest liquidation event in crypto history) market participants losing confidence
▫️ Macro uncertainty: cooling expectations for December rate cut removes key bullish catalyst
▫️ Bullish news doesn't work: positive events (ETFs, partnerships, upgrades) trigger no reactions, indicating exhausted buying power
▫️ 4-year cycle timing: current time corresponds to correction phase before new bull cycle

🐂 Bullish case remains intact:

▫️ Leverage flushed: $1.37B liquidations cleared overleveraged positions - healthier market structure
▫️ BTC holding $100K: despite sharp selloff, bitcoin maintains critical psychological support - signal of institutional accumulation zone
▫️ No clear euphoria: market shows no overheating - no mass FOMO, no viral narratives, possibly not at cycle top yet
▫️ Stablecoin supply at ATH: stablecoin volume reached historical maximums - capital on sidelines ready to enter when catalysts appear
▫️ Q4 seasonality: fourth quarter traditionally strong for crypto markets, seasonality may play role
▫️ Rate cuts + liquidity easing: central banks starting rate cut cycle, historically favorable for risk assets
▫️ Institutional adoption continuing: major funds, banks and corporations slowly but steadily integrating crypto, creating foundation for long-term growth
▫️ Market cap resilience: despite selloff, crypto market cap holding $3.45T, demonstrating underlying structural support
▫️ US Crypto Market Bill: if passes - will create regulatory clarity and legitimacy for industry

🔑 Key levels to watch:

$BTC: Support at $100,000 (critical psychological) / Resistance at $107,000
$ETH: Support at $3,300 (year-open level) / Resistance at $3,700

Two scenarios:

Scenario 1 (50% probability): Healthy correctionSupport holds → Market consolidates 1-2 weeks → Resume uptrend toward $115K BTC / $4,200 ETH by year-end

Scenario 2 (50% probability): Deeper retracementSupport breaks → Cascade to $95K BTC / $3,000 ETH → Extended consolidation through Q1 2025

🧐 Conclusion:

Market is in suspended state. Direction will be determined by combination: macro liquidity + institutional flows + regulatory clarity + sentiment.

Recent crash was technical correction driven by overleveraged positions, but broader market weakness suggests macro headwinds.

[Kirill Titarenko @musk_unit]

Balancer Today: What's happening now?

Current situation after the hack:

▫️ BAL price: $0.8738 (-26.31% over 1 month, -11.29% today)
▫️ Market cap: $59.26M (-10.81%)
▫️ Trading volume: $6.64M (+123.44%)
▫️ TVL: $388.59M
▫️ FDV: $84.02M

Key metrics:

▫️ Annual fees: $27.64M
▫️ Annual revenue: $10.5M
▫️ DEX Volume 30d: $2.786B
▫️ Treasury: $18.53M
▫️ Total raised: $39.25M

What the numbers show:

On November 2, 2025, Balancer V2 was exploited for $116M+. Immediate market response: token down 26% monthly, trading volume surged 123% from interest in the token and its situation, market cap dropped below $60M.

TVL chart shows dramatic decline from multi-billion peaks in 2021-2022 to current $388M. The graph marks two "Hack: Protocol Logic" events, with the most recent one on November 3, 2025.

The trust question:

Capital outflow visible in real-time. Trading volume surged not from organic activity but from exits. Token price reflects loss of confidence. TVL compressed to levels not seen since early protocol days.

Can protocols recover from $116M exploits? Market provides the answer through price action and liquidity movement.

[Kirill Titarenko @musk_unit]

This is only the beginning. @PolymarketIntel is known to enthusiasts, but it’s not yet mainstream 🎰

Memecoins are tiresome. The market needs something new.

Betting on real events instead of memes - that’s it.

#Polymarket

[Kirill Titarenko @musk_unit]

This is pure manipulation. @BlackRock and @binance selling doesn't mean weakness, it's strategy.

They push prices down to shake out retail and maximize fear. Every sale now is an opportunity for smart money to accumulate.

Big moves always happen after these shakeouts.

#Bitcoin

[k.based 🎩🟧 @crypto_dead0]

Finally happened 🫡

[Funders VC @FundersVC]

Wall Street got its #SOL exposure.

Next up: corporate treasury filings and institutional FOMO. The regulated pathway just opened.

Safe to say, @solana is no longer a 'security'

Congrats 🎉

[k.based 🎩🟧 @crypto_dead0]

Bitcoin remains the backbone of the crypto market: a market cap of about $2.3 trillion, high trading volume, BTC trading in a range after recent volatility spikes. 👀

Market sentiment is neutral-to-bullish depending on indicators, risk management remains key

#Bitcoin #Crypto

[Funders VC @FundersVC]

Monday close 🌃

Markets are bouncing higher while US-China trade tension is getting lower.

Closing prices:
▫️ #Bitcoin: $115K (+3.4%)
▫️ #Ethereum: $4,199 (+6.8%)
▫️ #Solana: $197 (+2.1%)
▫️ #BNB: $1,143 (+2.4%)
▫️ #XRP: $2.64 (+1.4%)

ETH led on price. But while ETH ETF saw $244M in outflows. BTC ETF pulled $446M in inflows. So dollar vote put everyone in its place.

🚦Fear & Greed flipped from 24 to 51 in a day, market didn't see such a fast flip since April. Liquidations surged 321% to $477M. But it doesn't seem like accumulation, rather short squeeze and re-leveraging into Wednesday's Fed decision.

▫️BTC now sits at the $115K level that matters.
▫️Above = path to $120K+
▫️Below = retest of $108K support

Binary setups favor patience over chasing green candles.

Wednesday will reveal new path, so see you later 📊

[Funders VC @FundersVC]

BREAKING: DefiLlama delisted Aster's perpetual data (Oct 5-6, 2025)

Why? Trading volumes "mirroring Binance almost exactly" — correlation ratio ~1:1.

@DefiLlama co-founder 0xngmi: "Aster doesn't make it possible to get lower-level data, such as who is making and filling orders [...] until we can get that data to verify if there's wash trading, Aster perp volumes will be delisted."

Impact:
▫️ #Aster token: -10-16% crash (dropped to $1.83-$1.92)
▫️ Oct 14 airdrop: 4% supply unlock, no vesting
▫️ Data restored but controversy remains: $6.9B monthly volume still disputed
▫️ Real verified market size: $800B-$1T (excluding questionable figures)

The controversy highlights: In a $1T+ market, data transparency isn't optional - it's survival.

#AsterDex #WashTrading #DataIntegrity