mrdanielm.eth 🛸

LayerZero maxi🫶🏻

[JamesG @Jamyies]

🚨 BREAKING 🚨
Vietnam just greenlit a 5-year pilot for Bitcoin & crypto trading 🇻🇳
Big step for adoption in Southeast Asia.
#Bitcoin #Crypto #Vietnam

[JamesG @Jamyies]

Bought $40k $uni
Daily stochastic coiling up

NFA. these are my trades.

[JamesG @Jamyies]

#cursor vibe code an iOS app

[Marco Manoppo @ManoppoMarco]

Did a quick product overview of @believeapp and @launchcoin:

• What is Internet capital market?
• Bootstrap founders, crypto edition?
• The growth flywheel for this model
• Can the pump sustain?
• Is it even real if there's no revshare?

Timestamps
00:00 Introduction to BELIEF and Its Viral Nature
02:45 Understanding the Token Launch Mechanism
05:38 Challenges and Opportunities in Internet Capital Markets

[il Capo @CryptoCapo_]

My thoughts for the rest of 2025 and 2026

Lately, I’ve been less vocal about my mid and long-term predictions. I’ve mostly focused on the short-term. That’s because, over the years, I’ve come to believe that the best approach is to focus on current data and the next moves. To stay flexible. It’s all about forecasts vs. adaptability [https://t.co/0nmQyLlPpE]

But like everything in life, extremes rarely work. It can’t be 100% predictions, nor 0%. Same goes for adaptability. You need both. The key is finding the balance.

Still, this time it feels even more important to have some perspective about what could be coming next. Because if you’re not mentally or strategically prepared, the scale of what might unfold could truly catch you off guard.

Some of you will remember what I said back in 2023 and 2024. While my timing was off, the core thesis hasn’t changed. Let me explain:

During the 2020 COVID era, the Fed printed over 4 trillion USD to inject into the economy. It delayed the collapse, but didn’t solve anything. This was the start of a massive QE (Quantitative Easing) phase. Then, inflation hit, and the Fed had to reverse course. QT began (Quantitative Tightening), rates went up, and liquidity was pulled out. That’s been slowing down the economy for months.

Despite that, both #stocks and #BTC hit new highs. But now, interest rates are starting to come down. And historically, that’s been a sign that recession is on the way. I said this several times back in 2023 and 2024 [https://t.co/XCTSHoX6xw], [https://t.co/9UUlG20Nxd]

And this is what I mean when I say the inevitable is just being delayed: a major global reset. Not just any correction, but something comparable to 1929. A true depression. What many call “The Great Reset.” A shift towards a new system: digital economy, ISO 20022 standard, CBDCs… all of it. Estimated to unfold between late 2025 and early 2026.

Tariffs are just noise in the bigger picture. As Ray Dalio said a few days ago, they’re a distraction from what really matters [https://t.co/SODTk2zvQa]. And in my view, stronger events are coming that will bring sharper corrections.

-----

With that said, here’s how I see things across different timeframes:

Very short-term (next few days):

As I said recently, a rebound was expected, and we’re getting it. After the 90-day pause on tariffs, the market is reacting well. $BTC could move towards the $92k–$98k zone. Many altcoins could bounce 50%–100%.

Short-term (next few weeks):

Once resistance is hit, there’s a decent chance we’ll see another capitulation. Whether triggered by renewed tariff talk or something else (another pandemic scare, or escalating conflict), we’ll need to adapt as things develop. But the probability is high.

Medium-term (next few months, probably until September):

Overall, I expect a bullish trend. Whether after a potential shakeout event or directly from here, we could see some sort of altseason. Not as crazy as 2021, and definitely not like 2017. That won't happen until strong QE (probably 2027-2030).

Some alts might break highs, others won’t. But prices are now very oversold, and returns could be very good. Even if a black swan hits, that would only improve the accumulation zones forming since late March.

Mid / Long-term (late 2025 and 2026):

This is where things could get really ugly. Like I’ve said before, this “bull market” never felt like a real bull market. $BTC was pushed up artificially by ETFs and USDT/USDC minting. Meanwhile, many alts are still near their lows. This disconnect is concerning.

September might be a key pivot. If you look at the 2021 cycle, it’s very similar:

April–July 2021 = current February-April 2025

July–November 2021 = potentially late April to September 2025

November 2021 = bear market begins. Same could happen from September 2025 onward.

-----

We’ve never seen how #Bitcoin behaves during a real crisis, especially not a global recession/depression. If that happens, expect extreme volatility, and probably the worst part of the cycle.

This isn’t meant to discourage anyone. There will be opportunities, especially in the next few months. But it’s better to be ready than caught off guard. Most importantly: stay flexible.

I’ll be expanding on all this in the coming weeks. Breaking it down point by point, adding charts and deeper context.

Important: This is just my opinion. None of this is financial advice. Always do your own research.

[Henrik Zeberg @HenrikZeberg]

I see same!

If - when confirmed - this will prove to be a massive top...

....and #ALTSEASON under way!

[Richie | Doges.lens ⌐◨-◨ @twindoges]

Arbitrage Opportunity: 80–120% APR Funding With Minimal Risk
I’ve been farming for 5 days already

I know not everyone is a fan of CEX exchanges, but when it comes to arbitrage, they are currently irreplaceable.

So, the token in question is $ZKJ —
A highly manipulative token with an unusual chart.
However, one of its main advantages is low volatility.

Funding ranges from 0.08–0.12% every 12 hours, paid by long positions to short positions.

I've been monitoring the bid and ask closely,
and over the past week, someone has been actively pushing the price down on the OKX spot market,
but no one's selling on Bybit futures.

It seems that market makers differ between platforms, or there’s another reason why Bybit futures are lagging behind.

As a result, someone has been actively farming funding for the past week.
Here’s an example of their position in the order book:

1.🛠️ Structure
Start with $20,000
Use $18,500 to buy ~8,400 ZKJ at ~$2.195 on any spot exchange (most liquid: Bybit, OKX, Bitget)

Use the remaining $1,500 to open a short position for 8,400 ZKJ on Bybit or Bitget at ~$2.20 using 20x leverage
(Bybit tends to be more stable in terms of funding)

Be mindful of fees and slippage — it's better to scale in gradually.
Set a stop-market at $2.31 on the short position
And a spot sell order at $2.30

2.💵Profitability
Average funding: 0.08–0.09% every 8 hours
Funding may decrease over time as more people catch on, but relative to the risk, it's still a solid opportunity.

Assuming 0.08%:
$18,500 * 0.08% = $14.8 every 8 hours
$14.8 * 3 = $44.4 per day
Which equals ~81% APR on the full $20,000 position

3.⚠️Risks
Risks are minimal.
Sometimes, Bitget’s funding rate can drop to 0.01–0.02%.
During those times, you can open a long on Bitget and a short on Bybit —
Resulting in 200–300% APR on the same capital thanks to extra leverage.
Short squeeze

Keep in mind:
Even if the arbitrage disappears temporarily, it tends to come back periodically.

[Adam Cochran (adamscochran.eth) @adamscochran]

For fucks sake.

In the middle of this tariff shit, it’s getting increasingly likely that he’s about to strike Iran.

The firepower build up there is very clearly not for Yemeni rebel groups any more..

[Coin Bureau @coinbureau]

🎙️NEW INTERVIEW🎙️

@CryptoHayes spoke with @puckrin about his latest Bitcoin price predictions, tariff wars, altcoin season, hot projects & more 💪

Don't miss it!👇
https://t.co/e5Gn5h1RuG

[Kyle Chassé 🐸 @Kylechasse]

🇺🇸 WOW!!!

PRESIDENT TRUMP SAID “WE ARE ON THE RIGHT TRACK” AND “IF YOU LOOK AT PRICES, PRICES ARE WAY DOWN.”

[JamesG @Jamyies]

Is what the AI said, if you want to Do with Crypto and high growth

To enhance your high-growth portfolio with diversified assets, including cryptocurrencies with substantial growth potential, consider the following updated allocation:
1.NVIDIA Corporation (NVDA) – 15%: A leader in AI and graphics processing units, NVIDIA is poised to benefit from the expanding AI infrastructure investments.
https://t.co/aj3CKjDrX7 Corporation (MSFT) – 12%: With significant advancements in AI integration and cloud services, Microsoft continues to demonstrate strong growth potential.
3.Tesla Inc. (TSLA) – 10%: As a pioneer in electric vehicles and renewable energy solutions, Tesla is well-positioned in the growing clean energy market.
https://t.co/T0R2zACmgJ Group Holding Ltd. (BABA) – 8%: A major player in e-commerce and cloud computing, Alibaba is expected to benefit from China’s economic growth and technological advancements.
5.Eli Lilly and Co. (LLY) – 10%: With a strong pipeline in biopharmaceuticals, Eli Lilly is projected to see significant sales growth, especially with its GLP-1 drugs.
6.Taiwan Semiconductor Manufacturing Company (TSM) – 10%: As a leading semiconductor manufacturer, TSMC is crucial to the global tech supply chain and is expected to maintain robust growth.
7.Solana (SOL) – 8%: Known for its high transaction speeds and scalability, Solana is emerging as a strong competitor in the blockchain space.
8.Avalanche (AVAX) – 7%: Recognized as the fastest smart contracts platform in the blockchain industry, Avalanche offers low-cost and eco-friendly solutions, attracting developers and investors alike.
9.Chainlink (LINK) – 5%: Serving as a bridge between real-world data and blockchain applications, Chainlink is essential for the functionality of decentralized finance (DeFi) applications.
10.Bitcoin (BTC) – 15%: As the leading cryptocurrency, Bitcoin offers potential for high returns, though it comes with higher volatility and risk.

This diversified portfolio balances traditional high-growth technology stocks with cryptocurrencies that have substantial growth potential, aiming to optimize returns while managing risk.

[Shay Boloor @StockSavvyShay]

The age of robotics has arrived -- here are 15 names to watch 🧐

1. $TSLA -- Automates industrial workflows with Optimus, a humanoid robot designed to enhance factory efficiency & AI-driven manufacturing.

2. $AMZN -- Optimizes warehouse logistics with Kiva Systems by deploying autonomous robots to streamline fulfillment & reduce operational costs.

3. $ISRG -- A robotic-assisted surgery with Da Vinci thats an AI-powered system enhancing precision, minimizing invasiveness & improving patient outcomes.

4. $NVDA -- Powers autonomous robotics with NVIDIA Isaac, which is an AI-driven simulation & deployment platform accelerating real-world applications.

5. $SERV -- Revolutionizes last-mile delivery with AI-driven sidewalk robots, reducing logistics costs & carbon footprints for e-commerce and food service.

6. $SYM -- Transforms supply chains with AI-powered robotic warehouse automation, increasing speed, accuracy & operational efficiency.

7. $KTOS -- Develops autonomous aerial defense with Valkyrie, an AI-powered stealth drone designed for combat & reconnaissance missions.

8. $SYK -- Advances orthopedic surgery with Mako, an AI-guided robotic system delivering precision joint replacements & personalized patient care.

9. $RR -- Automates hospitality with AI-powered service robots streamlining food delivery, concierge services & guest interactions.

10. $HON -- Automates industrial processes with AI-integrated robotics, enhancing smart factory efficiency & predictive maintenance.

11. $ZBRA -- Optimizes warehouse automation with Fetch Robotics, an AI-driven AMR system improving material handling & inventory management.

12. $XPEV -- Expands urban mobility with X2, a fully autonomous flying car integrating robotics & AI for next-gen transportation.

13. $NOC -- Advances military robotics with X-47B, an autonomous carrier-based drone engineered for precision strikes and surveillance.

14. $LMT -- Strengthens battlefield automation with RCV-L, an AI-driven ground vehicle designed for reconnaissance & combat support.

15. $PRCT -- Pioneers robotic-assisted urology with AquaBeam, an AI-powered surgical system delivering minimally invasive precision treatments.

[Min Choi @minchoi]

This is insane.

Meet Blender MCP, Claude AI can now talk directly to Blender.

Instantly turn any prompt or 2D image into stunning 3D scenes.

Creativity unlocked.👇

[DiTV @dise_tv]

I höstas varnade permabjörnen @HenrikZeberg för en större börsnedgång under Q1. Nu tror han på en stark rekyl inom kort, men det värsta ligger fortsatt framför oss #finanstwitter.

Hela snacket finns ni här: https://t.co/fecADW1udk

[Arthur Hayes @CryptoHayes]

The plan:

Be fucking patient. $BTC likely bottoms around $70k. 36% correction from $110k ATH, v normal for a bull market.

Then we need stonks, $SPX and $NDX to enter free fall. Then we need TradFi muppet to go under.

THEN we get Fed, PBOC, ECB, and BOJ all easing to make their country great again.

THEN you load up the truck. Traders will try to buy the dip, if you are more risk averse wait for the central banks to ease then deploy more capital. You might not catch the bottom but you also won’t have to mentally suffer through a long period of sideways and potential unrealised losses.

[Raoul Pal @RaoulGMI]

📌 In case you missed it:

Zoom out, go touch some grass/sand, and most importantly, learn to be fcking PATIENT!!

Enjoy...

00:00 Intro
00:30 Market Chaos
01:42 Don’t F*ck This Up!
02:52 2030 Economic Singularity
03:27 Global M2 & Bitcoin
05:12 Solana’s Dip
06:17 Financial Conditions
07:58 Economic Weakness
09:07 The Dollar’s Role
10:44 Trump & Tariffs
11:51 M2 & Crypto Cycles
13:01 ISM & Bitcoin
14:42 Altcoins vs. Bitcoin
15:56 Market Volatility
17:36 Solana Outlook
18:49 Portfolio Strategy
19:23 Fear & Greed Index
21:04 Market Recovery Timeline
22:09 The Banana Zone
22:47 Cycle Extended to 2026

[BUTCHER @easyeight08]

BELIEVE IN SOMETHING BRO!

MINI #ALTSEASON

[Capitanike @Capitanike]

Since market's kinda dead

It's time to focus on top-level projects

List of promising Airdrops for Spring 2025
(with guides)

[BUTCHER @easyeight08]

WHEN I TOLD YOU $BTC IS GOING TO 100K AND SHITCOINS TO HELL YOU HATED ME SO HARD BECAUSE SOME CRYPTO INFLUENCER TOLD YOU ABOUT MASSIVE ALTSEASON! BUT I WAS RIGHT ALL ALONG!

NOW WHEN IM SAYING WE GONNA HAVE MINI #ALTSEASON, YOU HATE ME TOO!

#CT NEVER CHANGE!

[BUTCHER @easyeight08]

BY SAYING MINI #ALTSEASON I MEAN #ALTCOINS WILL PUMP X3-x4 FROM CURRENT PRICES.

SCREEN.