gitchee

[gitchee @gitcheehello]

@Bogachan_1971 When you threaten war on social media, it won't happen; wars begin silently. Stop being so foolish as to believe tweets.

[gitchee @gitcheehello]

@jing0_ bruh they not even buyback a single token like they said

[Stani @StaniKulechov]

Aave is expanding its TAM from Crypto assets to all assets with Securities-backend Loans and Securities Lending.

[@levelsio @levelsio]

Bitcoin has always been operating in 4 year cycles where it crashes at the end

2014, 2018, 2022, 2026

It's actually great because every 4th year people really get super sad and give up on it (or well that's how it feels like)

There's also surely some sentiment pumping to push the price down so people can buy in cheap again

The next cycle up is 2027-2031

(And it has something to with the halvening which happens every 4 years cutting the reward for miners in half)

[Dami-Defi @DamiDefi]

The boring DeFi tokens are becoming the most interesting ones.

$UNI turned on its fee switch. $AAVE has $75B in deposits. $MORPHO raised $175M.

$AAVE: Standard Chartered RWA growth thesis, $75B deposit base, Grayscale $80-100 fair value (bull case $175), CLARITY Act catalyst, KelpDAO exploit response leadership

$UNI: UNIfication fee switch live June 15, Proposal #96 BNB/Polygon/Celo expansion, $26-27M annualized revenue, 4-5M UNI annual burn, 100M UNI retroactive treasury burn

$LDO: Automated LDO buyback live July 2026, institutional staking roundtable with Fireblocks, stVaults Phase 3 live, GOOSE-3 targeting 1M ETH by EOY, Wisp privacy product waitlist open

$MKR/ $SKY: Endgame Plan MetaDAO formation, MATH synthetic ETH token proposed, Solana and Wormhole liquidity incentives announced, 70M USDS allocated to Sky Agent Network

$CRV: Llamalend v2 live on Optimism June 10, 250K OP token grant, Ethereum mainnet deployment H2 2026, LlamaRisk auditor integration, full rewards live June 16

$MORPHO: $175M funding round (largest DeFi raise ever) led by Paradigm, a16z, Ribbit Capital, $2B valuation, Anchorage institutional vault access, fixed rate roadmap, CLARITY Act tailwind

The pattern across every protocol: fee mechanisms going live, institutional partnerships locking in, regulatory clarity approaching.

This isn't speculation anymore. This is infrastructure positioning for the next leg of institutional capital

[Cointelegraph @Cointelegraph]

⚡️ LATEST: Grayscale listed the top 15 revenue-producing crypto protocols trading at low multiples ahead of the CLARITY Act, led by $HYPE, $PUMP, and $CAKE.

Is your favourite on the list?

[James E. Thorne @DrJStrategy]

Last night’s speech by Treasury Secretary Scott Bessent signals the decisive shift in US economic doctrine: from efficiency to sovereignty.

Invoking Alexander Hamilton, Bessent framed industrial capacity not as a legacy asset, but as the foundation of national power in a contested world. The comparison is not casual. If carried through, it would make Bessent the most consequential Treasury secretary since Hamilton himself.

The message is clear. Globalisation optimised for cost has left the US exposed, to supply disruptions, geopolitical coercion and technological leakage. Dependence is no longer a benign feature of trade; it is a strategic vulnerability.

This is not autarky, but reprioritisation. Semiconductors, energy systems, advanced manufacturing and compute infrastructure are being recast as sovereign capabilities. Supply chains are judged less by efficiency than by their ability to withstand shocks and resist pressure from adversaries.
The economics are less comfortable. Resilience implies higher costs, sustained fiscal support and the risk of stickier inflation. But Washington appears willing to pay.

For markets, the shift is structural. Capital will follow policy into strategic sectors, while exposure to adversarial supply chains will command a growing discount. Hamilton’s logic has returned. This time, markets may have less choice but to follow.

[金融Angel @82WztfvhHqZz0Ub]

35%

ETHA, HOOD, CRCL, COIN, SCHD, MCD, XYZ, MRNA以及少量的BLSH.

65%
TLT, SGOV

就这个持仓，根本都不担心，爱跌就跌，我有我的对策。

[gitchee @gitcheehello]

@phamduydong179 bán tay trái mua tay phải, ghi nhận lỗ tránh tax

[vxDrophunter @VxDrophunter]

👀 The CFG whale we tracked is almost out of dry powder, and kept buying through today's drop.

📥 It deployed another $200K into $CFG, taking the bag to 2.622M (around $592K). USDC reserve down from $483K to just $83K.

📉 The lower wallet value is price, not selling. $CFG fell around 8% today while the balance grew.

We called this as unfinished accumulation with $483K loaded. Almost all of it is now spent.

https://t.co/kPMY1V7dTW

[gitchee @gitcheehello]

@DieguitoCharts $FOLKS

[𝙃𝘼𝙕𝙀𝙉𝙇𝙀𝙀 @hazenlee]

今天日本加息前市场稍微回踩了一下，随后加息落地市场开始了反弹，
很多人只盯着美联储，却忽略了一个更隐蔽的全球流动性开关：日本加息。

日本央行过去几十年长期维持超低利率，日元因此成了全球最便宜的融资货���之一。大量资金借日元、换美元、买美股、买科技股、买比特币、买高波动资产，本质上是一条巨大的全球套利链条。

所以日本加息的核心，不只是“日本自己的货币政策变化”，而是会动摇全球风险资产的资金成本。

我整理了一下最近这几年日本加息时间并标注在了BTC的价格k线上：

2024-03-19
2024-07-31
2025-01-24
2025-12-19
2026-06-16

再往前看，是接近20年前的两次：

2006-07-14
2007-02-21

这两次发生后，全球风险资产最终都没有立刻崩，但流动性的方向已经开始变了。真正的问题不是“加息当天一定跌”，而是：

便宜钱开始变贵。
套利资金开始收缩。
日元空头开始回补。
全球杠杆开始重新定价。
高波动资产开始失去最宽松的水位支撑。

比特币这几次的反应也很有意思。图上圈出来的位置，不一定每次都是顶部，但都像是阶段性压力点。因为BTC不是孤立资产，它吃的是全球流动性、美元周期、风险偏好和杠杆扩张。

日本加息的传导链条大概是：

日本加息
→ 日元融资成本上升
→ 套利交易收益下降
→ 日元空头回补
→ 全球美元流动性被抽走
→ 风险资产波动放大
→ BTC更容易出现去杠杆

所以，加息本身不是刀，真正的刀是它刺破了“低成本资金无限循环”的幻觉。

如果说美联储加息是明牌收水，日本加息更像是暗线抽水。
它不一定决定牛熊，但很可能决定杠杆资金还能不能继续舒服地躺赢。

看日本加息，不是看当天涨跌。
而是看全球套利链条有没有开始松动。
BTC每一次真正的大波动，背后都不是一个单点事件，而是一整套流动性系统的重新定价。

[Ryker 🇯🇵 @Ryker_Crypto]

How can find 100x coins like $MYX $RAVE $RIVER $COAI ?

Pro tip for you
- The chart has been trending sideways about 60-90 days
- Test pump on chart
- Nobody call buy it
- When it pumps, there are many KOLs call Short it

Interact with me, and I will share a lot more useful knowledge with you

[gitchee @gitcheehello]

@MichaelPBento it not gonna happen

[铁柱 @TiezhuCrypto]

非常深入的一个观察。接着这个话题聊一下。
1、财政部TGA大致要重建到接近万亿，结构上的变化是存在一定日历效应，因为报税季的到来。

2、无论市场有多么不喜欢长久期，该发的还是会发。于是，term premium必然持续上升。以及按照目前的发行规模，明年预算缺口还在增大。Coupon加量就变成不得不做了。到时候看看下半年的再融资指引到底咋说了。

3、尤其是，AI公司正在陆续加快抢发投资级债券。而且是长债。如果你是买家，你只会要更���的价格。发债成本增高的话，AI企业又在排着队发债。那么ai将变成长端资金成本上升的原因，也是最大的受害者。

于是，进一步思考，如果借短还长撑不住，且长端供给持续增加，且利率下不来。那么最有可能让这个困局得到缓解的，有这么几个情况：

1）SLR改革，换言之，央行扩表扩不动，那就一级交易商扩表吧。用空间换时间。

2）财政部想办法给bills找更多的需求方，先续命再说。比如说使劲儿鼓励稳定币。或者扩大回购

3）fed下场。再买一点Coupon，吸收市场的久期。

4）AI提速，兑现了ROI

[gitchee @gitcheehello]

@MichaelPBento its not gonna happen for sure

[James Bull @thejbullmarket]

Nobody understands the real endgame that Michael Saylor is playing.

1. 🪙 Accumulate 1 Million BTC into $MSTR (already 84% completed)
2. 🇺🇸Get bought out/absorbed by the U.S. Government for $100B to acquire 5% of the Bitcoin supply with 0 slippage
3. 💰Triple the Bitcoin price and make the U.S. Government another $150B overnight

Michael Saylor isn't building a company, he’s serving the U.S. Strategic Bitcoin Reserve on a silver platter.

[gitchee @gitcheehello]

@nottellingyou73 They will not hike rate

[Katie Wheeler @KatieAWheeler]

👑 @OndoFinance: The king of tokenized Treasuries and one of the fastest-growing RWA ecosystems in crypto.