Kbooey

ケビンブイサン

[Kbooey @DownBadCapital]

@dounbug Hi, that's me. @Bybit_Official wen sponsorship? 4 million views on instagram. The October nuke has me in the trenches. 💀

[Kbooey @DownBadCapital]

@Stefan_B_Trades Short it and post it

[Grayscale @Grayscale]

1/ The recent news about Chinese #AI company DeepSeek highlights both the power of open-source technology and the risks of centralized control in AI development. This situation underscores the need for #decentralized AI solutions like Bittensor $TAO. A thread 👇🧵

[Tseu Tseu - τao @tseutseutao]

$TAO - @deepseek_ai has now been integrated within Bittensor.

As @BarrySilbert's quoted; "Bittensor $TAO is going to eat the AI world".

[τalk τao (τ,τ) @TalkTA0]

1/ The market is crashing today due to DeepSeek taking over, but imho, this is one of the most bullish things that could happen for $TAO. Why? Because it proves that open-source AI is winning. Let me explain 👇

A short thread 🧵 - @opentensor

[Kbooey @DownBadCapital]

@mrkencrypto Lmao

[Kbooey @DownBadCapital]

@AYEL808 Yes we are brah

[Kbooey @DownBadCapital]

@KaminoCrypto No hodlers are saying that unfort

[Kbooey @DownBadCapital]

@Derivatives_Ape

[Metaquant @QuantMeta]

Not everyone will make it this cycle.

You need to shift your mindset and detach from the crowd.

Coinbase app ranking will not tell you when the top is in.

Start thinking differently.

“When a measure becomes a target, it ceases to be a good measure.”

In other words, when we set one specific goal, people will tend to optimize for that objective regardless of the consequences. This leads to ignoring other equally important factors of a situation.

Furthermore, let me tell you that most of the top signals mentioned on CT won't work this time.

What was an obvious top signal in 2017 wasn't in 2021, and the same goes for 2024-25.

We’re moving towards the right curve of the adoption rate, and now all retail knows about crypto - some heard about it in 2017, and then almost everyone heard about it in 2021.

Don't mix the signs of adoption with top signals. Don’t let the PTSD ruin your fun.

Another point to address is the shift of influence - BlackRock & Co. controls Bitcoin now.

They are the major ETF providers and own shares of each other. So, they control the sentiment around BTC now.

And they also own all the media platforms. They can literally shape the narrative as they want.

Let me re-phrase it like this:

If most of this run-up is driven by institutional bids, why would retail indicators be relevant?

The indicator for this cycle will come from the people who haven’t been onboarded yet.

Yes, It can be retail who still haven't touched crypto - "late majority" and "laggards" - but you gotta think on a bigger scale.

Sovereign Wealth Funds

Think of those countries with a sovereign wealth fund starting to diversify in $BTC. Some already invest in stocks, so it might be possible to see this scenario.

• Saudi Arabia - $400 billion
• Abu Dhabi - $800 billion
• China - $1 trillion
• Norway - $1 trillion
• Australia - $150 billion
• Qatar - $300 billion
• Singapore - $500 billion

Corporate Treasuries

We have already seen this in 2021 with Tesla purchasing $BTC and, more recently, with Reddit disclosing some of its crypto holdings.

The trend is just starting. Once you see daily headlines of companies diversifying their assets into
,it might be rational to start derisking.

Stock Market IPOs

Coinbase IPO in 2021 was the first major crypto company to be listed in the stock market. We might see this time tens of crypto companies doing their IPOs, and at some point, one listing will mark the top.

Over-Leveraging

Big hedge funds, companies, and maybe even small countries over-leveraging in the final stages of the bull run and getting rekt could be another scenario we might see this cycle.

Rehypothecation Crisis

The next Luna-type of collapse might come from the restaking sector and kickstart the bear market. It seems like everyone is overlooking the huge consequences of a depeg or slashing event in this sector.

Gold Reserves

The ultimate ultra top signal could be governments diversifying a small % of their gold reserves into Bitcoin - the "digital gold".

Some additional minor signals

Low-Income Countries Workers Shortage

Another big signal is when low-income countries will have a shortage of workers because these are making $300 to $600 a month mapping the roads with hivemapper or other DePIN projects and earning a higher salary than what they'd normally get.

Happened at a small scale last cycle with Axie and StepN. Will happen at a larger scale this cycle.

Las Vegas Sphere

Time Square was full of shit memecoins in 2021. The Las Vegas Sphere with crypto ads running on it for weeks straight will be the version of this cycle.

Funding Rounds

A pretty secure signal again will be checking the volumes of VC investments. Funding rounds skyrocketing and, maybe overpassing tradFi ones might be the indicator again to start exiting.

“The financial markets generally are unpredictable. So that one has to have different scenarios... The idea that you can actually predict what's going to happen contradicts my way of looking at the market.

- George Soros.

[Lance Breitstein 🇺🇸🌎 @TheOneLanceB]

@RatPackTrader Markets always make sense. If they don’t seem to, then you’re just missing the logic.

Traders don’t rationalize. They trade a playbook of specific setups to consistently make money.

The market is never stupid. It just isn’t fitting YOUR assumption of how it should act.

[Kbooey @DownBadCapital]

@TraderAG_ @TokenChronicle @HeraAggregator @Disguycrypto @cryptojohnnyfap Only available on Métis atm

[Token Chronicles @TokenChronicle]

$HERA Deep Dive - A Thread 🧵 Part 1

Token swaps can be stressful, as you have to look for: 🔹Best liquidity
🔹Lowest fee
🔹Fair price

But there is on project that solves all these issues for you @HeraAggregator

Brought to you by @Disguycrypto and @cryptojohnnyfap

[LifeMathMoney ₿ | Unapologetic Truths. @LifeMathMoney]

Life isn't fair, but if you're smart, you'll put yourself to be in the position to be the one benefiting from the unfairness.

[Minty @DeFiMinty]

How to use DeFillama to spot new trends early.

1. Go to Chains and filter based off highest 1 day or 7 day change.

2. Find the chains that have the biggest changes in TVL. Make sure the chain has a decent baseline for volume.

3. Click on the chain to see what protocol is driving inflows. Shimmer and MultiverseX stand out to me so I want to see what is driving growth.

4. Do more research and see if there are catalysts for the chain.

5. Look at the price of the token compared to recent TVL. Volume often precedes price changes.

6. Go to Fees/Revenue to find revenue info on specific projects. If you find a project with growing revenue but no price movement, that could warrant more research.

7. For new chains, you gain exposure either through holding the native token or looking for farms on app protocols.

8. Remember that the newer something is, the more risk it carries. Make sure the chain and app are legitimate before putting your money in.

[Tessa Davis @TessaRDavis]

The most powerful feature that Twitter has:

Advanced search

Until recently I hadn't even heard of it, but now I use it all the time.

Here are 6 twitter advanced search features that will revolutionise the way you search for what to read: 🧵👇

[Jacko @jacko_eth]

SynthChain, an appchain future for Synthetix?

https://t.co/0e8X1tCJrF

[Robert Greene @RobertGreene]

Your days are numbered. Will you pass them half awake and halfhearted or will you live with a sense of urgency?

[Raymond @gentlemanzhao]

@rollbitcom made 40m over last 30D (26m casino, 6m sports & 7m crypto) - annualized revenue at 480m - on par with $UNI/ $Lido on an. basis. @Uniswap / Lido FDV are 4bn/1.5bn respectively. (RLB FDV is 0.5bn)

This 🧵aims to answer one question - is RLB real? is the revenue real?