Dan

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Dan

Dan

@dankrupk

Head of research @coinbureau. Analysis is my own and not financial advice. "We must never be afraid to go too far, for the truth lies beyond" - Marcel Proust.

Beigetreten Eylül 2020
3.2K Folgt3K Follower
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Dan
Dan@dankrupk·
What I forecasted for the TOTAL crypto market cap in 2024-2025 (top picture) and what I forecast for TOTAL in 2026 (bottom picture). - Bullish Q1 2026, with a possibility of new all time highs in TOTAL led by altcoins due to 3 month lag of liquidity increase from TGA drain in November 2025 and 'not QE' by the Fed in December 2025 (hence second, higher box with the question mark) - Bearish Q2 2026, with a possibility that the crash starts around March due to debt refinancing causing a liquidity drain and/or a black swan event that creates an excuse for central banks to create liquidity to help with debt refinancing (which is arguably what happened in 2020) - Bear market bottom around Q3 2026, with a possibility that the bottom is much lower than investors expect due to a new Fed chair who is more hawkish than investors expect (hence the second, lower box with the question mark) - Recovery around Q4 2026 due to liquidity injections in Q2-Q3, with a possibility of a faster recovery than investors expect due to the potential for additional stimulus ahead of the 2025 midterms (hence the second, higher box with the question mark)
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Simon Dixon
Simon Dixon@SimonDixonTwitt·
People clapping like seals at a Bitcoin conference while a Cantor Fitzgerald constructed, Epstein-class Wall Street wrapper loads up Tether-collateralized debt into a Bitcoin treasury company. This is a securitized exit, designed to margin-call you the moment the financial-industrial complex moves Bitcoin against the $2.1 billion in leverage. Once you go public and rely on debt, you don’t run your company, the financial industrial complex do. You don’t leave the mafia. You become a FIC asset. It’s not personal. Its architecture. As I said would happen.
DeathOnTheStairs@Up_The_Bracket1

Looks like @SimonDixonTwitt got it right again… TwentyOne & @Strike are going to merge. We should have a bitcoin faucet in the name of Simon, kinda like the “Alex Jones was right again money jar” youtu.be/dEsSHoHZRH0

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DefiLlama.com
DefiLlama.com@DefiLlama·
April ends as the most-hacked month in crypto history, by number of incidents.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Crypto card spending is the next big trend: Crypto card spending volume has surged +500% since September 2024, now running at $600 million per month. As a result, stablecoin-linked payment cards are now one of the fastest growing businesses on the blockchain, with 90% of transactions captured by Visa, $V. Visa's strategy has centered around partnering with emerging infrastructure providers which reduces reliance on traditional sponsor banks. The growth comes amid the launch of Jupiter Global which returns 4-10% cash back to crypto cards and has seen +660% MoM volume growth in April. Crypto card adoption is growing.
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Viktor 🧡
Viktor 🧡@s0meone_u_know·
BREAKING: Telegram has became TON Validator 💎👀
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Insider Paper
Insider Paper@TheInsiderPaper·
JUST IN - More than a dozen earthquakes have struck near Nevada's highly classified base in the past 24 hours — Daily Mail
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Dan
Dan@dankrupk·
Today is my last day at the Coin Bureau (@coinbureau). I'm proud to have helped it grow from a start up to a successful small business over the last 6 years, working mostly behind the scenes to create the highest quality educational crypto content in the world for millions of viewers and hundreds of thousands of readers. I'm thankful to have been given the opportunity to not just help shape a corner of the crypto industry, but to grow my knowledge and sharpen my skills. It has been a truly wild ride, and I'm looking forward to what the future holds!
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Nafis Ahmed
Nafis Ahmed@NafisOnCrypto·
@dankrupk @coinbureau Dan your research has taught many. Wishing you a wonderful career ahead.
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Shirley
Shirley@MissMissBelgium·
@dankrupk @coinbureau Honestly one of the most knowledgeable and patient people I've come across. Always had a perspective no one else in the room had. Good luck with whatever's next, I'm sure you'll make it into a success <3
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William Makis
William Makis@MakisMedicine·
BREAKING NEWS: Mayo Clinic is offering me an "Executive Director" position for up to $400k 😃 Oh and they're not the only one. My email inbox is suddenly filling up with Executive job offers from several big Pharmaceutical companies. So this is what I get for helping 9000+ Cancer patients with Ivermectin & Mebendazole and leading the largest Ivermectin Cancer Project in the world? After talking about a New Florida Cancer Clinic? 🤔 If they can't sabotage me, they'll just buy me out? 💵 I have to admit, it is mildly amusing. Ten years ago, I may have jumped at something like this. It's almost tailor made for me. But at this stage of my life...can't say I felt even a hint of temptation. They really don't know me very well 😃 Sorry, Mayo Clinic. I'm building a Cancer Center in Florida. It's going to be a bit different from yours. 😉
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U235 🌻
U235 🌻@AtomWatcher235·
Sans le nucléaire français l’Europe serait en black-out complet. Toute l’Europe, de Lisbon à Riga.
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Danny_Urban_Nomad
Danny_Urban_Nomad@DannyUrbanNomad·
@dankrupk @coinbureau Respect for the work you’ve put in over the years,the depth, clarity, and consistency of your research set a standard most don’t even come close to. You helped a lot of people understand this space properly. Looking forward to seeing what you build next.
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Kevin Jayaraj
Kevin Jayaraj@jayaraj_kevin·
@dankrupk @coinbureau I'm confident I speak for everyone when I say that you're a one-man research army! Massive respect to everything you've done at CB.👑 Wishing you luck and fortune in everything you do, good ser! Your presence will be sorely missed.🫂
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Hedgeye
Hedgeye@Hedgeye·
BREAKING: Half of planned US data center builds have been delayed or canceled
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