mollyah.eth (豐,豐)

🌝Mankind migrates to bits🤖AI colonizes atoms | Pre-Retiree @ViabtcCapital | Viewer @CoinExResearch | Student of (🐇, 🎩) | CFA but NFA.

[mollyah.eth (豐,豐) @molly_it]

Strategy’s sale was about $2.5M, only 0.0038% of its BTC holdings. The real market question is different: why did such a small sale become a large sentiment event?

Supply shock was overstated;Signal shock was underestimated.

[CoinEx Research @CoinExResearch]

1/6 📉 32 BTC vs market fear

#Strategy sold 32 BTC.
That is tiny relative to its 843,706 $BTC holdings.

But the headline still mattered because Strategy is not just another BTC holder. It is a symbol of institutional conviction.🧵👇

https://t.co/Keia6Bl7tS

[mollyah.eth (豐,豐) @molly_it]

The stronger read is more disciplined: core ETF demand has cooled, selected alt/staking-linked products are still drawing attention, and the whole picture needs to be checked against live flow data as June develops.

[CoinEx Research @CoinExResearch]

📊 ETF flows are not sending a simple "institutions left crypto" signal.

Farside's U.S. spot $BTC ETF series flipped to roughly -$880M YTD by May 29, but CoinShares' global fund-flow data still showed selective inflows into $SOL, $XRP, and other alt products.

The cleaner read: cooled core demand, selective rotation, and a market where #ETF flows now act like a risk-appetite gauge.

Read more: https://t.co/Q4llEW6od4

#BTC #ETH #CryptoETF

[mollyah.eth (豐,豐) @molly_it]

ETH does not need one savior. It needs #Ethereum’s growth to matter to $ETH again..... 🥲

[CoinEx Research @CoinExResearch]

1/6 🧭 The $ETH question changed

“Who can save ETH?” sounds dramatic, but the real issue is structural.
#Ethereum the network is still working.

ETH the asset is being asked to prove value capture again. 🧵👇
https://t.co/hjv3rK3A3b

[mollyah.eth (豐,豐) @molly_it]

Most crypto commodity watchlists start with precious metals: $XAUT and $XAG. However, the latest data shows a different story.

The takeaway: commodity exposure is not one basket. $CL gives crypto traders a way to monitor the oil leg beside gold and silver-linked instruments.

[CoinEx Research @CoinExResearch]

1/5 Commodity exposure is splitting.

Over the latest 30d #CoinEx futures window, $CL Perps rose 15.53%, while $XAUT fell 5.53% and $XAG fell 4.74%.

For crypto traders, the key question is simple: is the commodity watchlist missing oil? 🧵👇

https://t.co/dICYdBcpo6

[mollyah.eth (豐,豐) @molly_it]

$BILL’s market cap/FDV gap is the key risk lens. Early liquidity can support price discovery, but future unlocks make demand durability the real test.

This is a useful framework for evaluating new TGE assets beyond headline returns. 💚

[CoinEx Research @CoinExResearch]

1/6 🚀 The Obvious Take: $BILL Is Hot
BILL is up 200%+ over 7d, with public trading starting around May 4.
In a mature token, that would usually scream “overextended.”
For a fresh TGE, the better question is whether the market is still building its first reference range. 🧵👇

[mollyah.eth (豐,豐) @molly_it]

U.S. equities are looking expensive right now, but is it a good time to short them using RWA perps?

The answer is NO.

[CoinEx Research @CoinExResearch]

1/6 🚀U.S. stocks being “high” is not the useful signal.

The useful signal is this: strong momentum + elevated valuation premium.

That setup can keep running, but it becomes more sensitive if inflation, yields, earnings, or election risk breaks momentum.

This is where RWA perpetuals enter the discussion.🧵👇

[mollyah.eth (豐,豐) @molly_it]

$TON's price moved sharply after Telegram’s renewed role came back into focus, but the more important question is whether that distribution can become durable on-chain activity.

The data suggest 2024 was TON’s real mass-user peak; 2025-2026 now form the retention test.

[CoinEx Research @CoinExResearch]

1/6 📌 TON’s rally is the easy part
$TON rose 100%+ from the May 4 event-window start to the latest May 7 snapshot.
That looks less like isolated token noise and more like a repricing of Telegram’s renewed role in TON. 🧵👇

Read more: https://t.co/r8SdnYlP0l

[CoinEx Research @CoinExResearch]

📊 CoinEx Monthly
Flight to Safety: Tariffs, Takaichi, and Tehran Put Crypto to the Test
Read the full report here: https://t.co/dogl4jjpjs

[CoinEx Research @CoinExResearch]

1/5 The 2026 Crypto IPO super-cycle hides a fatal trap for retail traders. 🚨

If a Web3 giant issues BOTH public equity on the Nasdaq and an ecosystem token, who gets the actual revenue?

Spoiler: It’s not the token holders.

Here is your guide. 🧵👇

[mollyah.eth (豐,豐) @molly_it]

I’ll be dropping my scattered ideas and research in this thread whenever inspiration strikes. 📌

[mollyah.eth (豐,豐) @molly_it]

If software is a social contract, AI is merely the pen.
​The bottleneck is no longer how to write, but what to say. In this era, your taste is the compass, and your experience is the ink.

[George Sivulka @gsivulka]

https://t.co/EMdmpi9Pyc

[CoinEx Research @CoinExResearch]

🌔 CoinEx Crypto Market Outlook 2026: Unlock Certainty in Volatility

Our base case sees $BTC targeting $180,000 by 2026. However, the era of effortless alpha harvested through viral narratives is waning. Retail investors expecting a rising tide to lift all boats will be disappointed. We predict no traditional altseason; instead, liquidity will be ruthlessly selective, flowing only to blue-chip survivors with real adoption.

Read the full report here: https://t.co/Mu8OajvKFi

[mollyah.eth (豐,豐) @molly_it]

When millisecond on-chain matching meets deflationary tokenomics, DeFi ceases to be an experiment — it becomes infrastructure.

😎This is the new architecture of on-chain liquidity.

[CoinEx Research @CoinExResearch]

The Next-Gen Perp DEX Deep Dive (Part I)

DeFi derivatives are entering their second awakening.
After $dYdX & $GMX proved on-chain perpetuals possible—but limited—new players like @HyperliquidX, @Aster_DEX, @Lighter_xyz and
@grvt_io are reshaping the game.
In 2025, performance, transparency, and tokenomics reach near-CEX levels.

[Doug Colkitt @0xdoug]

1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer.

What is ADL? How does it work? And why does it exist?

[0xngmi @0xngmi]

total revenue distributed to tokenholders each month across all protocols has been increasing massively since 2024

dividend meta

[mollyah.eth (豐,豐) @molly_it]

The 2025 Altseason isn’t a replay of 2017 or 2021. It’s compliance-led, institution-driven and fundamentals-anchored.

As capital rotates selectively, disciplined research and risk control—not blind speculation—will decide who thrives.

[CoinEx Research @CoinExResearch]

🟢 Altcoin Season 2025: Signals, Strategies & Exit Guide 🟢
CoinEx Research dives into the new Altseason era — compliance-led, institution-driven & fundamentals-anchored. Here’s what investors need to know 🧵👇
https://t.co/FaKDLdYlOO

[CoinEx Research @CoinExResearch]

5/5 CoinEx Research's views $LINK price outlook
👉 Read more:
https://t.co/3vtVKjGulv

[CoinEx Research @CoinExResearch]

🚨 #Ethereum has hit a new all-time high in 2025, surging from <$1,500 in April to >$4,900 in August.
What’s driving this rally, and can $ETH sustain momentum?
🧵 A breakdown from CoinEx Research:
https://t.co/HNSHa0qkrM

[CoinEx Research @CoinExResearch]

🚀 Launchpad Scramble 2025 – Base vs Solana
ZORA, BONK, PUMP, BAGS: 4 platforms shaping the future of token issuance.
The “hundred-group war” of launchpads has begun. Let’s dive in 👇
https://t.co/EB6uOmS2yG

[mollyah.eth (豐,豐) @molly_it]

Altcoin SZN?