Good bounce on $BTC
but it looks very similar to the 2022 candle where price broke the 200W EMA and quickly closed above it
then weeks later broke down again and a deeper downtrend followed
for me, the next few weeks are more important.. need to see if we actually hold this EMA
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Well i always think this is quite crazy lol
Just saw DDR5 prices going nuts again and computeâs getting more expensive and competitive every damn day.
And most projects donât even need datacenter-level power, yet anyway they pay for it.
Kinda ârenting a mansion to live in one roomâ problem
â„ Tho there are emerging solutions like @Acurast
which are not trying to beat datacenter GPUs.
but focusing on lightweight, high-volume jobs that donât need HBM monsters but still need trusted execution.
Phones come with TEEs, LPDDR5, decent CPUs, and sit idle most of the day.
It turns that wasted power into a decentralized âmicro-compute cloudâ that handles:
⣠Secure off-chain tasks and oracles.
⣠Small zk proofs and private computations.
⣠AI processing at the edge.
⣠Indexing and automation.
Stuff too light for Nvidia racks but too sensitive for AWS
And since every job runs inside the phoneâs hardware TEE, you get trustless compute at a fraction of the cost.
$BTC price action honestly feels like a repeat of Q1 2025.
back then, in jan, bitcoin topped â dumped 17% while SPX kept pumping to new highs.âš
everyone thought âok, $BTC is just cooling off.â
âš4 weeks later SPX finally topped⊠and then both nuked together.
âšnext 6 weeks were brutal: BTC -25%, SPX -21%.
now look at todayâs setup:
- BTC peaked on 6 octâš- already dumped ~18% in a few weeksâš- and now SPX has finally rolled over too
the pattern is literally the same cycle:
1) BTC starts dumping early, without any big bearish headline
2) stocks keep rallying because equities always lag
3) then people realise somethingâs off and stocks finally crack
4) btc dump intensifies for a bit
5) btc finds strength earlier than stocks
6) a final spill happens
7) then the reversal
i feel like weâre somewhere around phase 3 or 4 right now. most of the btc damage is already doneâŠ
and if weâre waiting for that one last bearish trigger⊠i think itâs already brewing:
- japan bond yields rising (yen carry trade vibes again)âš- smaller US banks quietly bleeding liquidityâš- trumpâs name rumoured in the epstein docs (if true, markets will panic first, think later)
imo this dump is tied to the first two.
theyâre slow burn problems, you donât see the blow up until itâs too late.
so yeah⊠feels like weâre close to the end of the damage, not the start. but one more shakeout wouldnât surprise me at all.
Pretty interesting attempt at privacy focused liquidity infra
everyoneâs yapping about private txns and $ZEC but no one talks about how exposed DeFi trading really is.
over $500M extracted by MEV/sandwich bots on Solana alone since last year.
@Deluthium mightâve cracked it
they built a complete model with a private dark pool and AI based execution engine.
the workflowâs pretty clean:
âž your order enters their private dark pool
âž RL model hunts the best quotes across all liquidity
âž trade executes privately inside
âž only the final settlement hits chain
so entire trade stays invisible, just the final result goes on-chain and stays verifiable
What's interesting is theyâve got Amber group backing them - these are the folks who scaled edgeX to $500M TVL in like months
they got a point program live too and ig you get 1 point per $1 volume , you can check details in quote if interested
Still early but quite promising imo
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After tracking the macro + on-chain shifts this week, Iâm low key scared to say thisâŠ
but bullish momentum actually looks more likely from here
A thread on why i think we might see a reversal from here: đ§”đ
After tracking the macro + on-chain shifts this week, Iâm low key scared to say thisâŠ
but bullish momentum actually looks more likely from here
A thread on why i think we might see a reversal from here: đ§”đ