The Don 2.0

New account, same Don. Investorrr since 2019

[The Don 2.0 @thedon__84]

With the recent exuberance of the crypto market, let’s step back and realize where we stand today.

Even with the wild run $BTC has had, there’s plenty of room for more fun to be had. Note that the bull market has never topped before monthly BTC RSI has hit 90, and the lag time between that event and the peak of the #alt market has been a minimum of 5 months

So do I see a good 6 months or more of alt season? Better believe it. Lock in 🤝

[The Don 2.0 @thedon__84]

@CryptoGodJohn Like $maga?? 🤣

[The Wolf Of All Streets @scottmelker]

Largest spike in whale holdings of Bitcoin.

Ever.

[ANBESSA @Anbessa100]

$BTC followed the projection down to $59K, didn’t even hit $58,350, and sentiment was pure doom. I like it.

Still closing above the fib at $61.3K.

Can we see an H&S breakdown? Sure. But I expect some PA below the neckline, a fakeout, reclaim, and then a relief rally.

Nevertheless, I’ll buy more BTC next week now that I’m back from Málaga. Everything here or below the fib is a steal long term. Hopefully I get a lower entry. Win Win.

[The Don 2.0 @thedon__84]

@Nebraskangooner History will be shattered @KMbappe
World Cup goals: 16
World Cup games: 15
World Cup wins: 12

The most impressive part? He’s only 27. Look out 👀

[Injective 🥷 @injective]

Native injective-protocol:native is coming to Coinbase!

Thanks to Injective's novel MultiVM, @Coinbase is enabling native INJ deposits and withdrawals using the Injective EVM.

The largest US exchange will provide a simple liquidity rail into Injective's vast network. 🥷

[“Coosh” Alemzadeh @AlemzadehC]

280-679k

[The Don 2.0 @thedon__84]

@JestTech @AJRuecker $jest never stops building. One of the few projects I’ve followed over the last couple years that you can actually count on

[Jester @JestTech]

We've just deployed v0.4.5, and it is a marked turning point for JESTER.

Why? It is the beginning of true agent autonomy.

Connect JESTER to headless clients like Claude Code, Codex, Cursor, Windsurf, and other tools. Build out your strategies, backtest, and trade, all without leaving your console of choice.

JESTER is no longer just something you click through manually. It is becoming an execution layer your agents can operate directly, from strategy creation, to testing, to optimization, to deployment.

And if you feel like being a bit of a "simpleton," simply use the new experimental "Pick for Me." Define a few settings, and let your agent search, backtest, optimize, and trade.

[ANBESSA @Anbessa100]

$BTC

Called $123k a year early as a potential top perfectly timed to scream for higher once we got there.

Still covered and bought back at the $60k fib level almost perfectly. Now BTC is testing the same region again as expected.

Another perspective. We’re looking at the same fib-to-fib move, but in reverse this time: from fib 2 at $123k back to fib 1.618 at $61,3k.

The coming weeks are critical for the macro trend. Does the market stay bullish but start weakening? Do we lose the steeper macro channel (see other chart)? We’re about to find out.

Everyone sees the H&S. That’s why a fake breakdown below the 1.618 fib into liquidity still feels most likely. Watching for deviation below the 1.618 fib and neckline reclaim. That would be the ideal most bullish setup here. I‘ve bought 60k and

[Satoshi Flipper @SatoshiFlipper]

$OTHERS / $BTC 3 DAY

The biggest alt seasons in history have typically started w/ $BTC & dominance nuking against alts 👋

IT'S TIME TO REALLY PAY ATTENTION

[Jester @JestTech]

Most users will still lose money.

If only there was a platform for automated algorithmic and perpetual trading...

[CRG @MacroCRG]

big move coming for BTC…

the direction?

up

source?

the quantsack

[Mayne @Tradermayne]

A lot of Altcoins are here.

[2xnmore @2xnmore]

Most people track $ONDO by market cap.

That’s the wrong metric.

Here’s what actually matters:

#1 in tokenized U.S. Treasuries by TVL
#1 in tokenized equities and ETFs by TVL
#1 RWA protocol overall with $3.77B locked

Ondo Global Markets crossed $1B TVL.
260+ assets. 58% market share in tokenized equities.

The protocol is doing $3.77B in TVL.
The token is valued at ~$1.85B market cap.

The fundamentals are outrunning the price.

That gap does not stay open forever.

People who read the docs always buy before the people who read the price.

[Crypto Patel @CryptoPatel]

LAST TIME $ONDO HIT $2, TVL WAS ONLY $176M And NOW TVL IS $3.77B

DO THE MATH. AT THE SAME RATIO, #ONDO SHOULD BE $42 🚀

THE @OndoFinance SUPER CYCLE IS COMING....

[Mike Cahill | Pyth @mdomcahill]

Most people conflate the technological and licensing requirements for an oracle, but they’re completely different problems.

Running verification and generating a proof is the easy part. Data sourcing is where almost every oracle falls short.

Pyth spent years solving this. Why? Because getting a license from an exchange to publish data on a blockchain was essentially impossible. That forced us to build something new: original RWA price feeds sourced from a network of the world’s largest traders with the rights to actually use that data.

Most “oracle” networks aren’t data sources but rather distributors. As demand for RWA derivatives feeds explodes, few are disclosing where their data actually comes from. Because they can’t.

That’s why Pyth was built different. And why it’s powering the RWA wave (including Lighter ofc)

[Scientio 🃏 @AJRuecker]

I haven't been this hyped on $JEST in... Actually never.

I've always been very careful to no over promise as there is only so much time I can a day (or a year).

But now? We are coming to the culmination of a multi-year story and the beginning of a myth.

Everything I wanted in the project is either there (albeit not perfect yet), or close to being in testing (agentic control, ml models, sharded user jest nodes).

Begin the @JestTech bullposting.

[Plume @plumenetwork]

Plume is now the world’s first regulated onchain vault manager.

We’ve been granted a Digital Asset Business Licence by the Bermuda Monetary Authority, joining Circle, Coinbase, and Kraken under @BermudaMonetary supervision.

This brings us one step closer to our vision of Open Finance.
https://t.co/qb5iVCG6fN

[Coinbase 🛡️ @coinbase]

Tokenization takeover.

[Scientio 🃏 @AJRuecker]

@Shaughnessy119 That's the plan with @JestTech. Full quantative and algorithmic framework. Manual trading, systematic trading, MCP and agentic trading. Offload the number crunching and all the compute to reduce token costs.