Zayne.Sol_⬛️🐂🀄️

#bitcoin #crypto #solana

[Zayne.Sol_⬛️🐂🀄️ @zayne52_]

Followed @blknoiz06 advices to dig in the trenches, watched @MarketBubble to seek for alpha, saw Ansem's pumpfun and aped $1k into $ANSEM at 4mil market cap without second thought. Now on 72x with life changing money to give my baby and wife a new life. Thank you @blknoiz06!

[Zayne.Sol_⬛️🐂🀄️ @zayne52_]

@pierre_crypt0 why?

[wassie @wassie]

@blknoiz06 ANSEM, the bull we need. the bull we deserve.

[Zayne.Sol_⬛️🐂🀄️ @zayne52_]

I am just not selling solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump, the number of amazing innovative ideas he's coming up with the team and guests at @MarketBubble is simply irresistible. Flip Doge with another 100x to go is the target! HODL HODL for @blknoiz06 black bull.

[vaha ☂️ @0xVaha]

still seeing less than 5% of holders actually participating in the ansem airdrop criteria. that gap is way bigger than it should be

if you don't know how to get in:

- hold solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump, any amount
- signup and trade on @BullpenFi https://t.co/NlkJz1PxNj
- post your bull thesis on solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump
- make onboarding content for new people
- write articles

takes like 10 minutes, don't sleep on this
let's cook @blknoiz06

[Zayne.Sol_⬛️🐂🀄️ @zayne52_]

@0xVaha @blknoiz06 Let's go bro

[Zayne.Sol_⬛️🐂🀄️ @zayne52_]

solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump The Black Bull - Very interesting alpha discovered, will write up more about it soon. Life changing opportunity in Cryptos are only found in the trenches and I'm glad in it bro. @blknoiz06 you da boss!

[Zayne.Sol_⬛️🐂🀄️ @zayne52_]

I got some balls from @BungeeExchange.

Check it out: https://t.co/WFC4VP7rV1

[Ansem 🐂🀄️ @blknoiz06]

weekend homework for you lads

• go through top 200 alts by volume on binance

• mark out the July 5th & August 5th lows

• look at which are making higher lows on their altbtc & alteth pairs

• take the top ~20 by roi off the bottom

• research FA on all & pick top 5

[Airdrop Official 🦇🔊 @its_airdrop]

🪂 You can now check your @deBridgeFinance airdrop allocation

6% of the supply is allocated for this airdrop.

🔗 Link: https://t.co/uM4YXGmXxt

Just input your address and check.

- Total supply of $DBR: 10B
- Circulating supply: 1.8B
- Blockchain: Solana

Eligible?

[More Jesterly The Giver @lazyvillager1]

Executive Summary (7/15)

Not calling a top, think prices can still be ~10% higher but the hotter this local rally is, the more convinced I am that it's correct to be HTF bearish

The way I see the tape of events is that election flows are now being front-run - which I expected to happen later in the quarter - given the white swan of Trump effectively confirming his house victory via the shooting (and the subsequent nod to a pro-crypto VP)

The bull case for ETH to me was/is:
1) $ETH manifests as an institutional yield bet
2) $BTC and $COIN flows push toward $ETH
3) Net-negative positioning is caught off-side on major announcements (eg. 19b4, S1)

To address each one:

1) The lack of appetite to support the mid-range for $ETH & lack of ability to de-correlate strongly from BTC has shown that it's still being viewed uniformly. Given the disconnected move in equities (NDX/S&P have retraced open) the "bet" at this point for $ETH if you are layering a long, is that appetite out the gate outperforms consensus estimates. I don't think that will be the case

2) There is not enough money to prop up equities, BTC and ETH. As equities unravel, I think crypto basis $$ becomes "first-out" and think we have categorically under-estimated just how much of this $$ supporting BTC is propped up on this trade (which I believe has confluence with why BTC.D has been so dominant this cycle & why the market has been so hot)

3) ETH OI is up 200M units from the lows (+20%) vs the original 19b4 move (+25%). The playbook is the same: underperformers have no option to but to allocate to ETH / stay in the trade but to endure the volatility, a lot of the money is being recycled/borrowed

The lack of reaction around the S1 announcement is quite telling IMO (40 bps). Funds aren't eager to bid ETH because they are either:
a) holding down from the first move (average $3400 entry where they are B/E) and/or
b) didn't deploy at the lows and want to see confirmation around trading flows to justify a bid.

Therefore, they are bidding alts in the interim to catch some of the lagging reflexivity

I acquit there is a lot of noise because it's difficult to discern how systematic weakness really is given there was such a massive crypto-specific selling event recently eg. (Germany). A lot of the selling has also been happening during Asian hours as well (GOX selling) so there is the chance that we are discounting prior "bearish" events that, if understated, have the potential to create more mean recursion

But I think a lot of the add'l "catalysts" that people are trying to sell you on are extremely overstated (eg. FTX claims - the bulk of these claims are going to distressed buyers who are not crypto-inclined; rate cuts are bullish, etc)

The lynchpin behind this view, to be clear, is that equities have topped at least over the next 6-12M creating widespread defensive positioning. This thesis is completely invalidated if that does not persist to be the case

[Chicken Genius @chickengenius]

It's time to be in 50% cash ( moving from 30% from my top of market call )
https://t.co/lUKjnvR9YQ

First I want to say, we had a massive run. Be grateful. If you’re not, fuck off. Today announcement from Bank of Japan ( BoJ ) has moved my “sell in Mid Apr” to NOW.

🔶We know liquidity will be reduced from Apr and there might be front running.
I've mentioned it here:
https://t.co/k79AYI13fu
🔶Today BoJ's decision of exiting out of negative rates + ending YCC
🔶I’m not touching alt coins ( explained before ), only majors ( #BTC / #ETH ) will be adjusted.

Notes on BoJ
🔶Japan biggest creditor of the world, wants capital to flow back to Japan.
🔶Interest rate 0% - 0.1% will move capital back for sure. As commercial real estate world wide is dead, Japan looking pretty decent.
🔶Yen carry trade is dead. Negative impact on euro and usd ( negative liquidity )
🔶Japan’s MOF probably directed BOJ to bring the money back
🔶Yield Curve Control is gone

This feels like a margin call on the world

Net impact
🔶Selling of US assets
🔶Stocks + Bonds will drop
🔶Crypto will likely follow short term
🔶My best guess is some sort of crisis needs to happen so Fed can be dovish. Maybe June Pivot.

Regarding this tweet: https://t.co/gp9dEAVrvc
#BTC 65K call wall was nicely defended for 2 days until BOJ’s decision. It’s too big for crypto to absorb, on top of the slowing of inflows from ETF.
_____

At the same time, I’m found of most bullish project to be launching. In my opinion, top 10. Easy. I’m trying all ways to accumulate it via OTC. I will share more about it in the future, I’m not front running you ever and never, you can’t buy it, I can’t buy it. It’s not launched.

Stay cautious, I’ve been warning you guys over several tweets. When normies start to get interested, it’s the ultimate top signal. Nuke them, rinse and repeat.

Max fuckery is always the path.

Also, glad I moved you guys to partial profit taking at the peak. When I think we can start buying again, I'll let you know.

[Pryzm @Pryzm_Zone]

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Make sure you have registered your Pryzm wallet at https://t.co/7HkQ1vMo7A to receive $AUUU and $PRYZM tokens.

If you’re not delegating, do so by Friday, August 2nd to join the $AUUU snapshot and earn rewards!

[CC2 @CC2Ventures]

Scroll recently launched Canvas

While Marks will likely dominate the airdrop, Canvas helps you stand out among a sea of identity-less addresses.

'On-chain data is 100x more provable than any other arbitrary data' —— Scroll Co-founder

Here's how to claim most available badges👇

[Zayne.Sol_⬛️🐂🀄️ @zayne52_]

@clutch_xyz @IntractCampaign @kroma_network lfg!

[KGeN 🟩 @KGeN_IO]

Every time you choose to play by your own rules, you need believers to stand by you.

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@Accel @Naspers @CourtsideVC @animocabrands @ArcanumCapital @G7_DAO @Griffin_GP @HuobiGlobal @Immutable @ivcryptofund @NexusVP @PlayVentures @Sfermion_ @YieldGuild @nazaradotcom

[AtDawn @atdawn_io]

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[AtDawn @atdawn_io]

☀️We're thrilled to have AtDawn invited to join Pro Gamers Season 2! @kroma_network

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#Kroma #AtDawn #Games

[Kroma (🧩_🤖) @kroma_network]

☀️Kroma Summer X @IntractCampaign☀️
Pro Gamers Season 2 is on fire! 🔥

Complete quests and earn Ore NFTs! Get in the game now and secure your share of the $KRO Airdrop coming soon!🙌

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[The Smart Ape 🔥 @the_smart_ape]

The top 40 most funded projects that still haven't launched tokens:

1/ @LineaBuild - $725M
Linea is a blockchain project focused on creating a user-friendly platform for decentralized applications (dApps). It aims to provide developers with tools to build scalable and efficient dApps, enhancing the overall user experience in the crypto space.

2/ @AleoHQ - $298M
Aleo is a privacy-focused blockchain that enables developers to build decentralized applications with zero-knowledge proofs. This allows for secure and private transactions, ensuring users' data remains confidential while maintaining transparency and trust in the network.

3/ @monad_xyz - $244M
Monad is a blockchain infrastructure project designed to improve the performance and scalability of decentralized applications. It focuses on providing a robust and efficient platform for developers to build and deploy dApps, with an emphasis on speed and reliability.

4/ @farcaster_xyz - $180M
Farcaster is a decentralized social network protocol that allows users to own and control their social identities. It aims to provide a platform where users can communicate and share content without relying on centralized entities, ensuring greater privacy and freedom.

5/ @MagicEden - $160M
MagicEden is a leading marketplace for non-fungible tokens (NFTs) on the Solana blockchain. It provides a platform for artists, creators, and collectors to buy, sell, and trade NFTs, fostering a vibrant ecosystem for digital art and collectibles.

6/ @berachain - $142M
Berachain is a cutting-edge decentralized finance (DeFi) platform that integrates advanced blockchain technology to offer a wide range of financial services, including lending, borrowing, and yield farming. It aims to create a highly scalable and efficient ecosystem where users can maximize returns on their assets.

7/ @CertiK - $141M
Certik is a blockchain security firm specializing in auditing smart contracts and blockchain protocols. It provides security solutions to ensure the safety and integrity of blockchain projects, helping to prevent vulnerabilities and exploits.

8/ @babylon_chain - $96M
Babylon is a decentralized finance (DeFi) platform that focuses on providing yield farming and liquidity mining opportunities. It aims to offer users higher returns on their crypto assets by optimizing yield strategies across various DeFi protocols.

9/ @JupiterExchange - $90M
Jupiter is a decentralized exchange (DEX) aggregator on the Solana blockchain. It provides users with the best possible trading rates by aggregating liquidity from multiple DEXs, ensuring efficient and cost-effective trades.

10/ @fuel_network - $81M
Fuel is a high-performance blockchain network designed to provide scalable and low-cost transactions. It focuses on optimizing throughput and reducing fees, making it suitable for applications that require fast and economical transactions.

11/ @Scroll_ZKP - $80M
Scroll is a layer-2 scaling solution for the Ethereum blockchain that aims to improve transaction speed and reduce costs. It leverages rollup technology to bundle multiple transactions into a single batch, enhancing the scalability of the Ethereum network.

12/ @Eclipsefi - $65M
Eclipse is a blockchain project focused on interoperability between different blockchain networks. It aims to provide seamless communication and data exchange across various blockchains, enabling greater connectivity and collaboration in the crypto space.

13/ @EspressoSys - $60M
Espresso is a privacy-focused blockchain that utilizes advanced cryptographic techniques to ensure transaction confidentiality. It aims to provide a secure and private environment for users to conduct transactions and interact with decentralized applications.

14/ @zora - $60M
Zora is an NFT marketplace that allows creators to mint, sell, and trade their digital assets. It focuses on empowering artists and creators by providing them with greater control over their work and enabling them to monetize their creations effectively.

15/ @Karak_Network - $48M
Karak offers a unique restaking protocol, enabling users to maximize their staking rewards through innovative mechanisms. Karak aims to simplify and optimize the staking process, providing secure and efficient solutions for users to engage in decentralized finance (DeFi) activities.

16/ @movementlabsxyz - $41M
Movement Labs is building a network of modular Move-based blockchains designed to enhance security, performance, and user experience. Their flagship product, M2, is a Layer 2 rollup for Ethereum that leverages the Move Virtual Machine (originally from Facebook) to improve efficiency and throughput, achieving speeds of over 145,000 TPS​.

17/ @nillion - $40M
Nillion is a decentralized, privacy-preserving network designed for secure data storage and computation. It enables users to share and process data without revealing the actual data, leveraging cryptographic techniques to maintain privacy and security across the network.

18/ @taikoxyz - $37M
Taiko is an Ethereum-equivalent (Type 1) ZK-EVM rollup designed for compatibility with Ethereum. It allows developers to use their existing tools without additional modifications, ensuring seamless integration and enhanced scalability and security through Ethereum validators.

19/ @burnt_xion - $36M
Burnt introduces XION, the first Layer 1 blockchain specifically designed for consumer adoption through chain abstraction. XION simplifies the Web3 experience by removing technical barriers, offering powerful protocol-level abstracted accounts, signature and gas abstraction, and seamless mobile support.

20/ @Spectral_Labs - $30M
Spectral is a DeFi project offering decentralized credit risk assessment and credit scoring, aiming to improve transparency and efficiency in the lending and borrowing process.

21/ @ParallelFi - $29M
Parallel is a platform that enables interoperable decentralized applications, facilitating seamless communication and data transfer between different blockchain networks.

22/ @puffer_finance - $24M
Puffer is a DeFi protocol providing financial services like lending, borrowing, and yield farming, focusing on high returns and secure investments.

23/ @ParticleNtwrk - $24M
Particle is a blockchain project focused on providing a decentralized infrastructure for data sharing and computation. It aims to enable secure and efficient data transactions, leveraging blockchain technology to ensure privacy and integrity.

24/ @lifiprotocol - $23M
LIFI is a multi-chain liquidity aggregation protocol that supports any-2-any swaps by aggregating bridges and DEX aggregators across +20 networks.

25/ @layer3xyz - $21M
Layer3 is a platform designed to make exploring and learning about crypto engaging and rewarding. Through interactive Quests, users can collect CUBES to complete tasks, codify their on-chain achievements, and unlock rewards.

26/ @hyperlane - $18M
Hyperlane is an interoperability protocol that enables permissionless connectivity between blockchains. It allows developers to easily launch modular blockchains with built-in interoperability, facilitating seamless communication and data transfer across different blockchain ecosystems.

27/ @reya_xyz - $16M
Reya is a blockchain network focused on providing decentralized and scalable solutions. It aims to empower developers and users by offering a robust infrastructure for building and deploying decentralized applications (dApps), enhancing the accessibility and usability of blockchain technology.

28/ @botanix - $11M
Botanix Labs focuses on creating sustainable blockchain solutions that promote environmental conservation. By leveraging blockchain technology, Botanix aims to support green initiatives and ensure transparency and trust in environmental projects.

29/ @nubit_org - $11M
Nubit enables the scaling of Bitcoin's data capacities without compromises, empowering applications like Ordinals, layer 2s, price oracles, and indexers thus broadening the scope and efficiency of the Bitcoin ecosystem.

30/ @MANTRA_Chain - $10M
MANTRA is a Layer 1 blockchain focused on real-world asset tokenization and consumer adoption through chain abstraction. It aims to provide a secure and regulatory-compliant environment for building decentralized applications (dApps).