JY

Ponzi Speculator | prev @DWFLabs

[JY @justin0x1]

@brotherbull26 😂😂

[DCinvestor @DCinvestor]

the reason why ETH is rallying so hard isn’t due to any pivot or change

it’s due to the fact that it became, in earnest, the most hated asset in crypto

while remaining one of the two most important assets/networks in crypto on a fundamental basis

basically nothing else mattered here

hope this helps

[JY @justin0x1]

@fyar56 Studying

[JY @justin0x1]

#Zentry via @Zentry Great to see a strong team building real products! 🚀 Testing out Nexus—the Play Portal where social engagement & on-chain activity fuel the $1T+ economy. Excited to see what’s next! 🔥

[CZ 🔶 BNB @cz_binance]

gm

[DeFi^2 @DefiSquared]

A lot of macro bear posts calling for $30k BTC or lower have been getting attention recently. Meanwhile, there are entities like this one on bitfinex that has quietly scooped up almost 7,000 BTC this week with no signs of slowing.

There's a fundamental issue with the macro / longterm bearish predictions being posted, which is that major market movements are often entirely at the whim of a few large players who can't be predicted. And right now, with the record breaking launch of Bitcoin spot ETFs, the odds that we see large new entities suddenly enter the market has changed entirely.

For more conservative funds, governments, etc, the ETFs improve the accessibility, visibility and legitimacy of Bitcoin, which in many cases may be what’s needed for some of these entities to add Bitcoin to their balance sheet for the first time.

So when you see posts calling for crazy bear targets many months out, you should be aware that these posts really have no idea or ability to confidently predict who might enter the market over such a long timeframe. The guarantee we do have though is that Bitcoin’s supply is finite, and over a long timeframe is progressively being accumulated. Just buy spot and ignore the noise.

[KR @brotherbull26]

Approaching first and really only HTF resistance before all time highs on $BTC

[light @lightcrypto]

a banking crisis in the developed world has advanced Bitcoin's origin story further in the discursive terrain

“The Times 03/Jan/2009 Chancellor on brink of second bailout for banks.”

[JY @justin0x1]

5/ BTC smart contracts - $STX (enables smart contracts and dapps on Bitcoin), Ordinals (similar to NFTs, are digital assets inscribed on a satoshi, made possible thanks to the Taproot upgrade) are something to keep an eye on in the growing BTC Layer 2 ecosystem

[JY @justin0x1]

Despite a rough few weeks for BTC and other majors, some sectors are still outperforming.

Here are some narratives and specific tokens to watch in March. 🧵👇

[JY @justin0x1]

4/ ZK season - gaining attention due to zkSync mainnet and $MATIC zk-EVM mainnet launches. Could benefit the likes of $MINA (ZK-oracles launch soon), $IMX (latest investor report showed 93% holding rate throughout the unlock period upon the major token unlock in Dec,22), $DUSK

[JY @justin0x1]

@LandfSmile Yessir, will be attending lmk what time

[JY @justin0x1]

@LandfSmile Awesome thread, Thai boi too let’s link up ser 🙏🏽

[Andrew Kang @Rewkang]

1/ 2022 Echo Bubble - Full thesis

A thread presenting evidence for a mid term bottom and oncoming "echo bubble" with thorough confluence from technical analysis, onchain data, and exchange/derivatives data