
*TRUMP ON HIS MEMECOIN "I DONT KNOW MUCH ABOUT IT"
Frogillion 🐸
3.2K posts

@frogillion
Trader Propfirm Investisseur malicieux Juste une Grenouille chill qui partage ses idées 🍵

*TRUMP ON HIS MEMECOIN "I DONT KNOW MUCH ABOUT IT"



WE FINALLY KNOW WHY THE MARKET CRASHED ON 10 OCTOBER AND WHY IT JUST CANT BOUNCE! We never really understood why the big crypto crash started on October 10th and why we couldn't even get a single meaningful bounce! Today the answer seem simple! Let me break it down. 1. DAT's like MSTR, BMNR and others have been one of 2 big buyers that powered this cycle. 2. The DAT game is simple, you need to be the biggest so that you get into the big indices and when you do, passive index trackers are forced to buy large amounts of your stock. As they do you get bigger and get added to more indices, and so the cycle perpetuates. 3. On EXACTLY 10th October, MSCI , the world's 2nd biggest Index company published the below. They are questioning whether companies that hold crypto assets as their core business, should be considered as "companies" or "funds". 4. If they are "funds" they are not included in passive indexing. why, because this creates a circular loop. The fund buys assets , gets bigger and then is included in more indices and buys more assets. 5. The expected ruling will be announced on 15 January 2026 and if this does pass, the companies like MSTR will be automatically removed from all indices. 6. If this happens it would mean that all the pension funds, normal funds and all other passive index holders would dump their MSTR automatically. 7. It would also mean that going forward they would never be included and as such , one of the big reasons why they actually exist would disappear. 8 . Since DATs have been powering this cycle and have been most the buying pressure, the smart money saw this immediately after the 10TH of October announcement and positioned accordingly. 9. The 10TH of October wasn't a coincidence after all - It was smart money seeing a big risk to crypto and the current market structure. 10. The market will probably continue to dum until around the end of December and if the announcement is negative, we will get a huge dump in preparation for the removal from the indices. 11. On the other hand , if it is positive , the bull market is back!! I broke this down on a 10 minute video this morning and I will leave a link in the next tweet! If you enjoyed this analysis, please retweet and follow this account!



















Given recent events, I think now might be a good time for someone to launch a dark pool perp DEX. I have always been puzzled with the fact that everyone can see your orders in real-time on a DEX. The problem is worse on a perp DEX where there are liquidations. Even with a CEX order book, where orders aren't linked to a specific individual, if you're looking to purchase $1 billion worth of a coin, you generally wouldn't want others to notice your order until it's completed. Otherwise, people might try to buy before you, effectively front-running you. In the case of a DEX, this can lead to MEV attacks. This results in increased slippage, worse prices, and higher costs for you. For this reason, the large traders in TradFi use dark pools, which are often 10 times bigger than the “lit pools" (ie, normal orderbooks). For perps (or futures), it is even more important to not let others know/see your orders. If others can see your liquidation point, they could try to push the market to liquidate you. Even if you got a billion dollars, others can gang up on you. This was possibly what we have seen recently. The counter argument I have seen is that being more transparent allows market makers to absorb your large orders. This is possibly true. I won’t get into an argument on which is right or wrong. Different traders may prefer different types of markets. Now might be a good opportunity for someone to launch an on-chain dark pool style DEX + perps, either by not showing the orderbook, or even better not showing deposits into smart contracts at all, or until much later. This should be doable with ZK or similar encryptions. Just a Sunday idea. If you are building such a project, feel free to reach me on @cz_binance" target="_blank" rel="nofollow noopener">reachme.io/@cz_binance
. No guarantees I will invest, or even reply. 🙏
