OneKW

[Willy Woo @willywoo]

I'm seeing crypto folk falling into the trough of dispair after an abysmal bull market with mainly losers and BTC outperforming their "beta".

Let me tell you a story that tells you why you got screwed. It starts with the end of FTX.

When the bankruptcy folk came in to liquidate FTX assets their mandate was to sell everything. This included vast quantities of locked SOL.

They inadvertently invented something new, selling an asset that was locked up on-chain through the magic of a legal sale agreement (pay me now, I deliver later).

The deal got passed around the ecosystem, fund managers bought up the locked SOL at more than 60% discount to compensate for being locked up and exposed to the token price.

Many hedge funds bought the deal. They knew they could hedge the token price on futures markets by shorting SOL pocketing 70-80% yield at near zero risk (staking + basis yield + token discount).

They liked it and asked where can we get more of this?

Herein lies your PROBLEM as a crypto investor in 2023-2025.

Every crypto project has backers (and a foundation) who has great wads locked tokens that have been sold to hedge funds and dumped on you immediately through futures markets.

All your alpha went to market neutral hedge funds pocketing risk free yield.

THAT IS WHY CRYPTO IN 2023-2025 UNDER PERFORMED

You got dumped on prematurely.

On the bright side many of these projects, even though they have "locked up tokens ready to dump" on paper, in reality they have been sold already, so they will logically perform without the expected sell pressure in the next bull market given they have effectively been sold.

Not that I recommend buying crypto, you need to be an insider to get an edge, it works like a casino, the house will take your money. The house in 2023-2025 were the people who understood this trade. Just buy BTC and get on with your life.

[0xWeilan | EMC.FUND @0xweilan]

市场是非常精巧的。昨天BTC价格被推到47700美元，离前方最大套牢盘区域48000美元仅有一步之遥。场内资金把解放这个2022年4月之前形成的高达61万枚BTC的套牢筹码集群的艰巨任务，交给了ETF新增资金去攻克。ETF新增资金，It's your showtime.

[OneKW @onekeepwalking]

really crazy

[Udi #BIP-110 @udiWertheimer]

Last night, we made history

The gatekeepers tried to censor us

But we mined the LARGEST BLOCK and LARGEST TRANSACTION IN BITCOIN’S HISTORY

Special thanks to bitcoin full node operators for supporting our efforts and hosting our 4MB NFT for all eternity!

gm @TaprootWizards 🧙‍♂️

[OneKW @onekeepwalking]

论体系建设，Cosmos目前最去中心化，Dotsama Avalanche次之。以太坊的去中心化比较有意思，ETH做底层 上面叠加各种L2 之上再叠加L3。但不能说ETH去中心化程度就不好，它L1的节点量达到了46万，其余几个根本没法比。

[Everything Blockchain @EverythingB0x]

🧵/4
Polkadot, Avalanche, and Cosmos came into existence to address the low latency and scalability issue crippling #Ethereum

Bigger picture — A multi-chain future

[Avalanche🔺 @avax]

6/ As a result of this prudent risk management, we have no significant exposure to FTX or Alameda. The Avalanche Foundation treasury is well-positioned for the long-term and more ready today than ever to support builders.

[Arthur Hayes @CryptoHayes]

6/
It won't take much to push the market to much lower levels and force other over-leveraged players into distress. Remember a lot of liquidity providers will sit on the sidelines licking their wounds for a bit.

[DBot | 专业DEX机器人 @DBot_CN]

📢Dtools 链上全自动托管云BOT 大更新!!

全部高阶功能，全0额外费用

⚔️指定合约托管Mint (0费用)
⚔️NFT可视化归集 (0费用)
⚔️代币可视化批量分发 (0费用)
🌐https://t.co/KkNDbT5S6F

🧧抽10x CommonPass直接空投!!
✅转评赞+关注 @DtoolsTeam @Geek_Dtools
✅加DC https://t.co/7g6TWYNzMd
#Airdrop

[Karenin @Kareninyu]

可能大家会喜欢看到我发这种东西😂

[CryptoChan @0xCryptoChan]

黑线：比特币价格；橙线：比特币已实现价格(Bitcoin: Realized Price)，已实现价格可看作平均买入价格。

先别急着牛回，当前大压力位😏(Realized Price = $21967)

#BTC #bitcoin

[CryptoChan @0xCryptoChan]

根据比特币长期持有者筹码总量(Bitcoin: Total Supply Held by Long-Term Holders)开发了一个逃顶指标。

准确的说是逃次顶，真顶难逃。

#BTC #Bitcoin

[nine_ @nine_DeFi]

各大公链对比（来自转发，原主不知道谁）

[老八只白嫖 @BTCOld8]

【Paradigm投资未发币】加密投资圈除了A16Z和币安作为投资风向标以外，老牌顶级投资机构Paradigm的投资思路同样可以作为重点参考，以下是老八总结的Paradigm投资未发币的项目一览表，收藏后可针对性研究！ #investing @paradigm #CryptoInvestor #cryptoinvesting

[Ai 姨 @ai_9684xtpa]

恭喜合并成功🎆几个比较有意思的查看 ETH2 Merge 的数据平台：

* https://t.co/xSav5vmtvl 合并后的数据
* https://t.co/YFPFLO8s3v 查看验证者参与情况
* https://t.co/l8icnFQAz3 验证者服务商情况
* https://t.co/4YEdB0ke6E 网络难度追踪

其他有意思的数据网站，欢迎大家补充 👏🏻

[CryptoChan @0xCryptoChan]

比特币长期持有者MVRV指标(#Bitcoin: Long Term Holder MVRV)指比特币长期持有者持有筹码的当前总市值与买入成本总市值之比。

该指标延续了一直以来在底部区间二探不破前低的优良传统。

#BTC #Crypto

[链研社｜AI First🔶💧 @lianyanshe]

https://t.co/Dg2XTHF5J4
推荐一个很好用的代币解锁工具，根据数据可以计算每天的抛压，有些山寨币价之所以一直起不来的原因就是一直都有稳定的抛压在压制买盘
@Token_Unlocks

[nine_ @nine_DeFi]

几个炒币可以用的工具：
1.查利好https://t.co/WJ2JpDSXpK
2.看代币的异动（较全面）https://t.co/TaSXygZosj

[老八只白嫖 @BTCOld8]

放错图了，才发现，APTOS生态是这张图

[Zapper ⚡️ @zapper_fi]

Claim your OAT in Zapper’s space, in this link: https://t.co/LHxLD3hTxK

[请叫我 MaiK @maik2hello]

目前@layer3xyz的交互数据不错，再不断增长，数据才是根本，一个任务有大概6000多的量，这不得超越兔子洞
最新活动和任务
1，活动： 制作一个与Layer3相关表情包，将其发布到表情包频道（截止9月9日星期五晚上 11:59）

2，任务：arbitrum上任务可顺带刷刷合并后的arb
https://t.co/ogHk07JyS6

[Nansen 🧭 @nansen_ai]

2/ One person who seems particularly bullish on $GMX is Arthur Hayes.

Using https://t.co/WlQru5DZwv, we can see his wallet has close to $10 Million dollars worth in value staked.