\/\/Ξb3KiKi ⛩

❤️mmorpg, macroeconomics, nfts, sneakers & karaage

[\/\/Ξb3KiKi ⛩ @web3kiki]

Stopped by the Cardano Booth #3700 at #ConsensusHK

Connected with @Cardano_CF, @emurgo_io, @IntersectMBO & @RareEvo — amazing to see the Cardano ecosystem shining on the global stage.

If you’re here, come say hello and don’t forget to ask about @cardano_card 👋

#Cardano #Web3

[\/\/Ξb3KiKi ⛩ @web3kiki]

When we talk about crypto like $BTC, please never forget the macro big picture. WHY? Please see the global M2 YoY vs BTC YoY. According to this chart, it is highly like to see the real bottom in 2H of 2022.

[\/\/Ξb3KiKi ⛩ @web3kiki]

2/x Retail traders were net sellers of -$87MM in the equity market this past week, 2.3 standard deviations below the 1Y average of +$3.3B. The headline numbers masked significant intra-week selling, the worst since March-2020.

[\/\/Ξb3KiKi ⛩ @web3kiki]

Over past 6 months, individual investors have turned from a net buyer of equities to a net seller. Single stock call buying activity has reversed 70% of its pandemic increase and selling of NDX single stocks has reversed 52% of the positions bought since the pandemic.

[\/\/Ξb3KiKi ⛩ @web3kiki]

People always multi-chains. Yes, it is very likely to see multi-chains, but it could be multi-chains of $ETH on layer2. I guess #zkRollup on $ETH probably will end most layer1s.

[\/\/Ξb3KiKi ⛩ @web3kiki]

90-4 rule in crypto world. Only 4% address are whales, while they contribue around 90% trading volume in $ETH DEXs.

[\/\/Ξb3KiKi ⛩ @web3kiki]

Analogizing to the early commercial internet, that puts us somewhere circa 1995 in terms of development. The internet reached 1 billion users by 2005 – incidentally, right around the time web2 started taking shape amid the founding of future giants such as Facebook and YouTube.

[\/\/Ξb3KiKi ⛩ @web3kiki]

#Meta Pay is on the way.

#Metaverse #Meta #Web3

[\/\/Ξb3KiKi ⛩ @web3kiki]

#SAAS valuation already below historical average. To some extent, many #crypto tokens can be viewed as #SaaS

[\/\/Ξb3KiKi ⛩ @web3kiki]

Simple chart but interesting. Internet relative performance already dropped to market average level. More CEOs of tech companies have been buying their stocks (SPOT $50M,UBER $10M
SHOP $10M,SBUX $10M,SCHW $5.3M).This should be the good signal for growth assets including #crypto.

[\/\/Ξb3KiKi ⛩ @web3kiki]

Very good summary of the collapse of Luna

[AnaLytiCs_APEist @ApacSmack]

Here is a summary for those trying to understand what happened to Luna/UST over the past several days. That resulted in the collapse of UST and Luna.

[\/\/Ξb3KiKi ⛩ @web3kiki]

Peeps calling zero on Luna need to realize UST is one of the most entrenched stables in the ecosystem. If Do makes UST collateralized and brings back trust. Luna is for sure worth more than what its trading at. Peeps just want to see a zero for the sake of it. @stablekwon

[\/\/Ξb3KiKi ⛩ @web3kiki]

People need to calm TFD around the whole Zagabond post! So what if he had a few failed projects and moved on. You think everyone entrepreneur nailed it their first try. If that is the case, most of the your Nasdaq 100 founders are rug pullers as well! Think...@AzukiOfficial

[\/\/Ξb3KiKi ⛩ @web3kiki]

This is the record. More than 64K $ETH has been used for @OthersideMeta mint. The gas war just made past 24 hours ETH net issuance as low as -58K. This is what $ETH is, it is like necessary and important as the blood of #web3

[\/\/Ξb3KiKi ⛩ @web3kiki]

In #Web3 , there are too many guys want to get rich faster and forget the importance to control drawdowns. See charts below you will understand how diffcult to recover from big drawdowns.

[\/\/Ξb3KiKi ⛩ @web3kiki]

$BTC is digital #gold, but traded like risk-on assets which is moving in perfect harmony with #Nasdaq .🙄

[\/\/Ξb3KiKi ⛩ @web3kiki]

$ETH OBV at key support. So would be good to see rally and bounce up. If breaks could get ugly.

[\/\/Ξb3KiKi ⛩ @web3kiki]

@bitcoinarchive The impact is huge given 401(K) is arount 7.3 trillion USD.

https://t.co/8H7u5wqlmm

[\/\/Ξb3KiKi ⛩ @web3kiki]

#Fidelity to allow retirement savers to put $BTC in 401(K) accounts. The impact could be huge. Just remainder, total size of #401K is around 7.3 trillion. Please see the breakdown of 401K and tell me what if 10% of 401K assets will be allocated to #crypto?

[\/\/Ξb3KiKi ⛩ @web3kiki]

#Fidelity to allow retirement savers to put $BTC in 401(K) accounts. The impact could be huge. Just remainder, total size of #401K is around 7.3 trillion. Please see the breakdown of 401K and tell me what if 10% of 401K assets will be allocated to #crypto?

[\/\/Ξb3KiKi ⛩ @web3kiki]

When will retail equity investors start realizing that IPOs/SPACs have become a way for VCs to cash in on overinflated valuations? Paradigm shift - Private companies are now bigger than public ones. Next time you buy into a new IPO just look at this picture. @chamath