THE BULLRUN IS JUST STARTING.
THIS IS A REMINDER THAT THE
BULLRUN IS FAR FROM OVER.
HISTORICALLY, BITCOIN MOVES IN
A RANGE AND THE BULLRUN IS 1001
DAYS FROM BOTTOM TO PEAK.
IF THE SAME TIMEFRAME KICKS IN,
WE CAN EXPECT THE NEXT ATH IN
287 DAYS (WEEK 4 OF SEP 2025).
AFTER THAT, WE CAN EXPECT 406
DAYS OF CONTINUOUS SELLING.
29/82
As that happened, people began to be concerned about their other balances and to withdraw their spot tokens from the exchange.
Which once again, should have always been 1:1 because users could only lose them if they opted-in to lending.
The FTX collapse has sent shockwaves throughout the entire crypto industry.
It has changed my perspective on crypto forever.
🧵: 10 lessons I’ve learnt that can help you avoid disaster in the future. 👇
Here's the 30 second summary of the FTX drama that is blowing up in crypto.
1/ How FTX (a multi billion dollar co) almost died overnight
2/ And why this is a god tier strategic move by @cz_binance
1/ Had some time to think things through more thoroughly so here are some further thoughts on the current state of play, factors influencing whether the Binance acquisition of FTX will be completed and what happens if it doesn't.
FTX was the world's 3rd largest crypto exchange.
Today it's said to be insolvent and in the midst of an acquisition by Binance.
Here's everything you need to know about Alameda Research and the collapse of FTX:
👇
1 lesson I learned from Chess is to go for small, consistent gains.
I tend to get wrecked when I go for the big, aggressive plays.
The same mentality applies to Crypto.
Don't be greedy - go for the small wins, and let time compound.
There's a hot new narrative brewing in DeFi.
It's called "Real Yield", where protocols pay out yield to users based on revenue generation.
🧵: My TOP 10 picks to capitalise on this growing sector, and how they could become the pillars of the next cycle. 👇
A Framework for Research
Researching crypto is overwhelming.
Where do you even begin?
My approach is to break it down into 4 broad areas:
• Technical Understanding
• Profit Skills
• Crypto Skills
• and Areas Outside Crypto
Let's dive into it!
After Celsius and 3AC tanked the market, another concerning event has started to emerge.
With nearly a billion dollars of liquidations on the line, the price of one of crypto's largest L1s is at stake.
🧵: What's happening to $SOL and @solendprotocol, and why you should care.👇
Celsius is one of the largest centralized gateways to crypto.
It raised $864m of venture capital and at one point custodied over $3 billion of funds for 1m+ customers.
As of today, it appears insolvent, and it's taking the whole crypto market with it.
The Celsius Thread:
👇
1/10 If you haven't heard, Terra 2 testnet is live. Mainnet goes live Friday. It's happening!
How much of an airdrop will I get? What is the point of Terra 2? What protocols will be participating?
Everything you need to know about Terra 2. 🧵👇
Blackrock and Citadel. The culprits.
Messing with #LUNAtics was not a good move.
As soon as Blackrock invested into Circle (USDC issuer), $UST became a competitor.
Here is what happened over the past few days (supposedly).
🧵👇
The way it goes:
• A crisis starts (eg. Covid-19 in March 2020)
• The government prints money to stimulate continued economic growth
• Inflation and the circulating amount of money increases
• People get more money –> they now both invest and spend more money
1/6
A quick Anchor Protocol update:
The yield reserve shrinks by $5M per day.
At the current pace, the yield reserve would be empty in around 45-50 days.
What’s next for Anchor? And will the yield reserve be topped up again?
1/13
If you have money in Stablecoins...
The unfolding situation regarding $Waves and $USDN, is something you should understand.
Here are things you should know:
1/ Cross-chain bridges have quickly become necessary pieces of infrastructure for the multi-chain world. Tens of billions in bridged volume, applications and assets moving cross-chain, the trend is clear.
Want to learn more about each bridge? check out the resource 🧵 below.
🧵: Don't invest in any project unless you have a structured research method in place. ⚠️
Too many times retail investors fall for the same traps. But I'm here to make sure you don't make the same mistakes.
This is how I research any new investment in crypto. 👇