Romeji

Ambassador : @Optimism | @SubQueryNetwork |

[Romeji @R0meji]

1/ Comprendre @monad_xyz : un projet révolutionnaire dans le domaine de la blockchain, promettant une exécution parallèle des transactions pour une scalabilité accrue.

[Romeji @R0meji]

@TagadoBTC ⚠️ Drop sur du volume de trading

[Romeji @R0meji]

@okx $okx

[Monsieur-TK @MiningTk]

Même si la situation peut sembler difficile actuellement, il y a quand même des nouvelles intéressantes, notamment si vous êtes principalement exposé sur les altcoins.

La rotation de la liquidité semble quitter petit à petit $ETH pour se diriger vers d'autres altcoins.

Pas encore de quoi crier à l'altseason. Mais ce mouvement de liquidité colle à celui des cycles précédents :

BTC 👉 ETH 👉Alts majeures 👉Lowcaps / Ultralowcaps

Le fait que le marché évolue peu depuis des mois pousse certains investisseurs à se tourner vers des actifs plus risqués.

[Journal du Coin @LeJournalDuCoin]

Que s’est-il passé aujourd'hui sur le marché crypto ? C’est le Récap’ du Coin 👇

🇺🇸 Le Trésor américain commence à mettre en œuvre le GENIUS Act, exigeant un adossement complet des stablecoins à des actifs liquides et une supervision stricte.

🦊 Le PDG de Consensys, Joe Lubin, déclare que le token MetaMask pourrait arriver « plus tôt que prévu ».

🫱🏼‍🫲🏾 Les développeurs d’Ethereum ont fixé au 3 décembre le déploiement de la mise à jour Fusaka.

🤔 Le fondateur de Solana, Anatoly Yakovenko, estime qu’il y a 50 % de chances que l’informatique quantique casse la cryptographie de Bitcoin d’ici 2030.

🇨🇦 Le Canada saisi 40 millions $ de cryptoactifs auprès de l’exchange non enregistré TradeOgre, démantelé pour avoir facilité le blanchiment de fonds.

Bon week-end à tous 🔥

[Airdrop Official 🦇🔊 @its_airdrop]

🔥 $ASTER 😳

That's almost $2B mcap and $11B FDV

[Goku 🗞 @Crypto__Goku]

🚨 FTX distribuera 1,6 milliard de dollars aux créanciers le 30 septembre dans le cadre de son processus de faillite.

Le paiement fait suite à l'effondrement de la plateforme en 2022, qui a laissé plus de 8 milliards de dollars de fonds clients manquants dans un contexte d'accusations de fraude contre Sam Bankman Fried.

[Pranjal Bora 🧭 @Crypto_Pranjal]

Grass Airdrop Claim is Now Live! 🪂

Claim here: https://t.co/mSAfF4wi5G

The listing goes live in 30 minutes on top exchanges, including KuCoin, Gate, OKX, and more.

Personally, I’m going to stake it and hold on—selling isn’t in my plan! What about you?

[Romeji @R0meji]

@ewwwen_ Quelles que soient tes bonnes intentions, le meuble est abîmé après ton passage bro. En tant que propriétaire, quand tu fais tout pour offrir un service irréprochable, ça fait chier... D'autant plus que c'est probablement pour le standing que tu avais choisi de réserver.

[Romeji @R0meji]

@Punk4220 🥃

[Celestia @celestia]

Blobstream 🎇 is now live on Ethereum mainnet.

Deploy a high-throughput L2 as *permissionlessly* as a smart contract.

[Mustafa Al-Bassam @musalbas]

My thoughts are I couldn't care less if "investors" think being framed as a "Cosmos chain" is "bearish" or not. I only care about building a good product, and I think benefiting from the Cosmos SDK while trying to distance yourself from the Cosmos brand is weak. It's bearish until it's not.

[Romeji @R0meji]

https://t.co/XftI3axSTl

[Romeji @R0meji]

https://t.co/qqJIS3PdS8

[io.net @ionet]

https://t.co/WLXlHkvE4z and @leonardoai team up to transform AI image generation with high-performance GPUs and cost-efficient cloud computing. Discover the full story here: https://t.co/BbX7u3apRN

[io.net @ionet]

The IO Summit 2024 Keynote

Join the livestream:
https://t.co/BYqg47DaL0

[io.net @ionet]

June 4th - 4AM UTC 📅

Join us to watch the IO Summit live and see what the @ionet team has in store for the future of decentralized AI compute.

📺 https://t.co/FxTCSKXCsn

[Romeji @R0meji]

https://t.co/ubp8DFY1H8

[io.net @ionet]

June 4th - 4AM UTC 📅

Join us to watch the IO Summit live and see what the @ionet team has in store for the future of decentralized AI compute.

📺 https://t.co/FxTCSKXCsn

[Taiki Maeda @TaikiMaeda2]

I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in 2023 and I'll explain why.

I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in 2023-24. This created a lot of incentives for users to experiment on the chain in the hopes of being compensated with airdrops.

The airdrop narrative was a way for Solana to acquire users, and given the superior UI/UX to EVM chains they were able to retain them. Retention led to memecoins doing well, forming a strong community that helps cement $SOL as a top 5 asset.

The Solana story is unreplicable, but you can see a similar story in Celestia. One of the bear cases of $TIA was the launch of Eigenlayer, but it's clear to the market that Eigenlayer is at least one year behind Celestia when it comes to building a strong community and ecosystem.

One way to know this is looking at the performance of @CelestineSloths which was a 1 TIA mint to anyone that staked >10 TIA in April. The Sloths refer to the Lazy Ledger whitepaper (before they rebranded to Celestia) and the collection has 360x'd in under 2 months. Sloths likely replace Bad Kids as the "Cosmos eco NFT."

Though the $TIA price action has been brutal in 2024, I think it was necessary to capitulate the weak hands. Also, crypto communities tend to form when a group of individuals go through a painful experience (shared trauma) together; and they can euphoria-post together when the trend changes.

One of the strongest narratives in Q4 2023 was the "modulithic" narrative between SOL and TIA. Below is the TIA/SOL ratio and in the recent -60% dump, TIA has retraced its entire outperformance against SOL (since launch). We are now bouncing at the bottom of the range and will need to see a 3x to get back to the top of the range.

A lot of discussion has taken place regarding the "low float, high FDV VC tokens" and the upcoming unlocks in November is definitely an issue. However, I think a lot of hate is already priced in to the token, and the "bullish unlock" narrative can form if TIA begins to outperform (price leads narrative).

I've been surprised by the lack of notable airdrops to TIA stakers (or Sloth holders) in the past few months, but given the surprise ETH ETF approval we can expect projects to be more open to dropping tokens. Sybils are an issue but I think a (somewhat) linear airdrop design makes it more fair.

You can visually see the capitulation amongst stakers as the number of delegates have been down only in the past month.

Given the pain the community has suffered, the modular community is likely to rally behind the next airdrop, capturing a lot of attention. Wise teams know this, and we could see some reflexivity if any of these teams drop in the coming weeks/months:
- @AvailProject (not a tia airdrop, but a new modular coin which may bring attention if it does well)
- @initiaFDN following their most recent testnet launch
- @milky_way_zone announcing their initia rollup
- @union_build connecting Agglayer x Cosmos
- @EclipseFND bullish pervert step-down
- @movementlabsxyz confirmed airdrop to TIA stakers in a @Cryptocito interview in 2023
- @Hyperlane_xyz modular expansion
- @berachain less likely as their team has been mocking TIA stakers recently
- @calderaxyz @conduitxyz @astriaorg rollups as a service
- @mitosisorg ecosystem-owned liquidity

I have no idea if/when these airdrops happen, and am bagholding like the rest of you (I am a midcurve after all). I still view $TIA as a cycle hold and am looking forward to the growth of the ecosystem.

I also think @CelestiaOrg has the most to gain from the upcoming BTC L2 ecosystem, led by @quantumcats and CatVM. BTC L2's are the least likely to use "Eth-aligned" DA solutions like Eigenlayer. This is likely a 2025-26 story, however as the "BTC L2" eco mostly consists of sidechains instead of real L2's that settle on Bitcoin (CatVM fixes this).

The one problem is that there isn't much "to do" on Celestia, so there needs to be a proliferation of new launches that allow people to experience what Celestia offers. Perhaps anything "bullish" occur near the TIA unlocks in November to help absorb the eventual sell pressure.

Disclosure: Long $TIA and Sloths.