SpicyThunder

Creating Impressive Digital Experiences I Web3 voyager

[Julien Bittel, CFA @BittelJulien]

A lot of people have been asking for an update on this chart, so I’ll just leave this here for anyone who needs to see it.

This shows the average BTC trajectory following an oversold RSI reading, with RSI falling below 30 at t=0.

So far, it’s been pretty bang on.

Unless you believe the 4-year cycle is still in play, which we don’t, this chart should hold up contextually over time.

No, it won’t be perfect, but assuming the bull market isn’t already over, it’s a useful chart to keep in mind.

As we’ve outlined many times, based on our work on the business cycle, the current path of financial conditions, and our expectations for overall liquidity, the balance of probabilities is that this cycle extends well into 2026.

In that world, the 4-year cycle is dead.

Remember, the 4-year cycle was never about the halving, despite widespread belief that it is, but instead has always been driven by the public debt refinancing cycle, as outlined in our work at GMI, which post-COVID was pushed out by one year.

In our view, the 4-year cycle is now officially broken because the weighted average maturity of the debt term structure has increased.

And the bigger picture is that there is still a vast amount of interest expense that needs to be monetized, which has far exceeded GDP growth.

Another thing to keep in mind is that bases can take time to form and usually come with plenty of chop before the bigger up-move kicks in.

Finally, let me repeat what I said when I first posted this chart last month.

If you think the bull market is over and we are now facing twelve months of pain, this chart is not for you. Move along...

[Base @base]

Tomorrow.

[Alex Becker 🍊🏆🥇 @ZssBecker]

90% of crypto is not prepared for an alt season.

Traders are not prepared. Retail is not. Institutions and government are not.

It’s just 6 of us retards on here.

This is why it’s inevitable. Max pain is up.

[0xCrusader @0xcrusaderB]

BREAKING NEWS;

Supra active accounts crosses 1 million 🤯 just 11 months after mainnet & TGE

One million wallets active on Supra L1. Community keeps growing. 🚀🚀🚀🚀

Higher

[Neuro @neutanent]

@cagyjan1 $NEURAL raised nothing and created a whole new engine for the real metaverse.

Gaming will change forever in the next months, LFG 🔥

[SanSerif @0xSanSSerif]

The symbolic 7 million BYTES mark will NEVER be reached!!!

We’ve finally dropped below the 7 million BYTES threshold for max supply. Very concretely, this means the symbolic 7M BYTES mark will never be reached. For now, the absolute ceiling stands at 6,983,000 BYTES.

@NeoTokyoCode
@bytestreet
@Neo_Tokyo_News
@neotokyovision

🔵More than 89% of all existing BYTES have already been minted (Steady Scenario).

In other words, less than 11% of BYTES total supply remains to be minted.

Do your own research. But this 11% ratio is among the lowest in all of Web3 for a token barely 4 years old. Nothing more, nothing less. And this ratio will continue to drop significantly in the coming weeks.

You can find all metrics on bytesmetrics. io

🔵The reason for this decline is the massive departure ✈️✈️of S1, S2, and BYTES from the Neo Tokyo vaults. We are unstaking en masse.

And remember this: BYTES not issued today will NEVER come back

Let me repeat this :

BYTES not issued today will NEVER come back !

—there will be no catch-up or compensation.

🔥🔥🔥🔥
Consider the lost yield as burned BYTES, because the effect is the same. It’s exactly as if, for the last 2 months, we’ve been burning 2,000+ BYTES per week (on top of the ID auctions).

🔵In fact, if we sum the total points of all staked S1s, we get 15,284 S1-points in the NeoTokyo-Vault. We’ve lost 3,000+ S1-points in just a few months.

As a consequence, we’ve fallen below 40% for %BYTES staked, instantly reducing that yield reservoir by 16.6%. We’re also now below 50% for S2s, cutting that reservoir by 25%. And we’ve pierced below 70% for S1 staking, reducing the third yield reservoir by 16.6%.

🔵To be fully honest, it had been over 3 months since I last dug into the Etherscan datas for BYTES’ more complex metrics.

That deep dive let me refine my analysis and significantly reduce the margin of error on every number you see on BytesMetrics. And the surprise was very good: the numbers are significantly lower than expected—meaning BYTES is even scarcer than I thought.

Bullish, bullish, bullish.
Grand rising.

[ByteStreet @bytestreet]

ByteStreet is designed for those who want full control of their investments:

- Self-custodial – You own your tokens, you make the decisions.
- Transparency – On-chain, no interference.
- Open Access – Anybody can participate via $BYTES.

Follow/comment your wallet -10 $BYTES for 10 winners.

[SpicyThunder @spicythunder77]

@bytestreet Grand rising 🚀0x56C45efD244f5ef276f0176C76ca3Ca0eAbaB9FF

[SpicyThunder @spicythunder77]

@ZssBecker Gaiiinz

98JEDPdLEfdVpXaXkeMJEf5dShricwtYHxFu9uL1j7Cc

[SpicyThunder @spicythunder77]

@ZssBecker 98JEDPdLEfdVpXaXkeMJEf5dShricwtYHxFu9uL1j7Cc

[SpicyThunder @spicythunder77]

@ZssBecker 98JEDPdLEfdVpXaXkeMJEf5dShricwtYHxFu9uL1j7Cc

[SpicyThunder @spicythunder77]

@ZssBecker 98JEDPdLEfdVpXaXkeMJEf5dShricwtYHxFu9uL1j7Cc

[Ktrap @ktrap]

🔥 @NeoTokyoCode's BYTES 2.0 tokenomics, now having marinated for 27 months, have teed up a perfect supply shock potential for the @bytestreet launch

🔥 Meanwhile, S1 ID mint auctions have been waging their own war of attrition on supply

🔥 The auctions' burn & LP mechanisms are canceling out ~25% of weekly emissions

🔥 Even if all daily BYTES emissions were sold, sell pressure would represent sub-5% of daily BYTES trading volume

🔥 Next month BYTES turns 4 years old; thanks to 2.0 tokenomics + new utilities, it has vastly matured and is ready for graduation to the next level

🗼 Grand Rising

[NEO TOKYO @NeoTokyoCode]

The Story of ByteStreet 1.2
After battling corruption and the virulent evils of inflationary currency, the district was carefully rebuilt, pixel by pixel.

New leaders were assigned, new structures were designed, and raw energy began to flow… a towering testament to the glory of The Citadel.

[Alex Becker 🍊🏆🥇 @ZssBecker]

@ItalysReckoning they will see.

every major gaming project has a NT membership.

Every major gaming launch is going through NT

gaming is going to sky rocket and the sauce will be be heavy

and you dont get any of the sauce if your lacking a citizen and bytes

[Alex Becker 🍊🏆🥇 @ZssBecker]

97% of crypto doesn't see this coming because most in the space are inbred 5'1 retards.

But Off The Grid has countless NFTs selling for thousands. Now Pudgys does too.

You realize this is about to be every game right? Billions of transactions & fees. Gaming is THE sleeping monster.

The thesis we've had for years @NeoTokyoCode is coming and so is a second and even crazier gaming/nft bull.

[Ktrap @ktrap]

🔥 Missed the recent public Discord presentation on @NeoTokyoCode’s new @ByteStreet Launchpad?

👨🏻‍🏫 I got you covered with this complete guide on how it will work— and why it’s mega bullish for all BYTES holders & Neo Tokyo NFT holders

(1/13) 🧵

[Kerberus @Kerberus]

We have huge news to share...

We're making our second acquisition in less than 1 year: @PocketUniverseZ 🟣

The two biggest Web3 security technologies join forces, bringing unparalleled protection to Web3 users so they never get drained again.

Pocket Universe, launched over 3 years ago, is a browser extension that keeps your assets safe by showing you clear warnings on malicious Web3 transactions with coverage on all Web3 transactions up to $20k, currently on the ETH, POL, ARB1, BSC, OP, BASE, Blast, Linea, Scroll, Taiko, and Zora chains.

A great feature of them is their Rug Detection:

It warns you if a token looks like it was launched by serial rugpullers. You get warnings on Dexscreener, Photon, Pumpdotfun, and BullX.

Kerberus Sentinel3 protects you on all EVM chains and Solana by automatically detecting scam sites in real time with a 99.9% detection rate, proven by 0 user losses in over 2 years. It also provides you with coverage up to $30k in case it doesn't detect a malicious Web3 site.

Other powerful features:

🔐 On-Chain Protection against attacks like address poisoning
⚠️ Emergency Event Alerts for mass Web3 security incidents
🌎 Protect Everywhere: if you copy a malicious address or website, it warns you before you interact with it or share it with your friends

-

As part of the acquisition, @cryptomanran from @crypto_banter joins as a strategic advisor and distribution partner to help Kerberus bring Security by Default to the next million users, making crypto closer to mass adoption.

Up Next For Pocket Universe

The founders @jqphu and @nishthenomad will step back to pursue new projects.

Kerberus will keep the Pocket Universe user experience untouched while delivering steady upgrades that deepen protection. Our roadmap for the Pocket Universe users includes:

- Integrating Kerberus Sentinel3's automated scam detection into the Pocket Universe extension
- Expanding its protection to all EVM chains, Solana, and more
- The first mobile protection for Web3 users
- The first desktop protection against crypto malware and viruses

The Kerberus team is undergoing rapid expansion to better support our users, while driving forward new Security by Default innovations that keep every Web3 user safe.

As always, never forget:

You make the profits 💸, we keep them yours 🔒.

[Kerberus @Kerberus]

Everything changes tomorrow

8 AM EST / 12 PM UTC

Be ready 🛡️

[Crypto Briefing @Crypto_Briefing]

🇺🇸 BREAKING: The Federal Reserve will terminate its supervisory program overseeing banks’ Bitcoin and crypto activities.