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DeFi Scope
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DeFi Scope
@DefiScope
Native News and Research for Crypto | DeFi | Macro Enjoy: - News Updates - Daily Crypto Outlooks 📊 - Weekly Scope Reports 🔎
Live Updates ⧭ Se unió Kasım 2017
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BREAKING: 🇺🇸 Fed Governor Christopher Waller says he was ready to cut interest rates until oil prices raised inflation risks.
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the halving was always supply side
price needs a demand catalyst too
when the demand side is weak the supply reduction just makes less visible difference
Frank@FrankAFetter
Ok, can we now agree that the bitcoin halving is no longer and may never have been a price catalyst?
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Most corporate crypto treasury positions are underwater right now
The unrealized P&L chart across digital asset treasury companies shows almost every name sitting below their cost basis
@BitMNR is the deepest in the red, down over $6B in unrealized losses on its ETH position
@Metaplanet, @Strategy, @Sharplink , and @TheEtherMachine are all negative
One name is sitting in the green: @HyperliquidX Strategies
Deployed roughly $129.5M into HYPE and is currently sitting on around $78M in unrealized profit
Conviction in the asset you're building around tends to look different from conviction in someone else's asset
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BREAKING: 🇺🇸 The White House unveils a new national framework to steer AI regulation.
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JUST IN: 🇪🇺 The E.U has committed €330 million to advance fusion and nuclear technologies under its Euratom programme.
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cash is a position too
not having a trade on when nothing is setting up cleanly is underrated as a skill
Greeny@greenytrades
Everyone's buying this dip. I'm not. This isn't because I'm bearish, but rather the higher timeframes tell me we likely spend more time at these levels or lower before any real reversal move. No trade is a trade. Sitting in cash while others force entries FOMOing into positions that inevitably go lower isn't passive it's the most active risk management decision you can make. 95% of traders lose long term because they can't sit still. Be the 5%.
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JUST IN: JPMorgan and Goldman Sachs now offer hedge funds ways to "short" private credit.
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JUST IN: 🇺🇸 Federal Reserve Governor Bowman say she will monitor leverage levels in the artificial intelligence sector.
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Hyperliquid's DeFi ecosystem is building fast
Top protocols by TVL as of March 20th:
→ @kinetiq_xyz: $907M
→ @HyperliquidX: $595M
→ @Morpho: $519M
→ @hyperlendx: $381M
→ @ValantisLabs: $172M
→ @felixprotocol: $144M
Total TVL across the top protocols crossing $2.8B
What's notable is the diversity of the stack
Liquid staking, lending, AMMs, and yield protocols all live on the same chain
Hyperliquid started as a perp DEX
The DeFi layer building on top of it is starting to look like a full ecosystem
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BREAKING: Kalshi has raised over $1 billion at a $22 billion valuation in a Coatue-led funding round.
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BREAKING: 🇨🇭🇺🇸 Switzerland blocks arms exports to the U.S. due to its war with Iran.
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MASSIVE: 🇵🇸 Based on Pope Francis' final wishes, the Popemobile has been converted into a mobile clinic for Gaza’s children!
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@bloomstarbms most people get stuck on the first one because the second and third feel like they can wait
they can't
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@W0LF0FCRYPT0 the small loss you took with discipline feels different from the one you couldn't bring yourself to take
one is a decision, the other is just damage
so it makes sense
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In crypto, the only time losing on a trade feels good is when you sell for a small loss and then come back to see that the token is in an even bigger dump or completely rugged.
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the rails existed, the assets worth putting on them are only now arriving
sec clarity on securities, nasdaq settling on chain, stablecoins getting a regulatory framework
the infrastructure argument just got real assets to carry
hagaetc@hagaetc
Blockchains have for a while been amazing rails to store, send, and program value — 24/7, with global access for everyone by default. Incredible! ...but the actual valuable assets running on those rails have been limited. Meme coins and governance tokens are just not that valuable. What's the point of great financial rails if you have nothing real to finance? This week, the crypto industry finally got much-needed and long-asked-for regulatory clarity from the SEC. Making it clear that cryptocurrencies such as ETH, BTC, and SOL are commodities, not securities. USD on the blockchain (aka stablecoins) are not securities, but regulated under the GENIUS Act. And... securities are... securities! Even when put on the blockchain. Makes sense — great! NASDAQ was this week allowed to settle stock trades on blockchains instead of legacy ledgers — huge! Blockchains will now not only bring faster, global access and programmability to finance... they will also bring unprecedented transparency! At Dune, we've spent the last 8 years building up an enormous amount of crypto data, doing quality assurance, and building great abstractions on top — for and together with the industry's top crypto data analysts. One recent example is our new stablecoin dataset, where you can easily see who holds stablecoins, what types of transactions they are used for, and more. The crypto industry is finally growing up and gaining both scrutiny and legitimacy. Many players have come and gone, but Dune is still here — ready to empower a new wave of financial institutions and fintechs with the industry's best on-chain data.
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BREAKING: Blackrock just deposited 544 $BTC worth over $38 million and 47,728 $ETH worth over $102 million into Coinbase.
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Execution price is a pivotal factor in perps trading outcomes, and institutional-level liquidity + speed is the edge to rival traditional derivatives market
Ondo Perps@OndoPerps
The difference between a profit and loss can come down to the execution price. Ondo Perps will provide deep liquidity and an institutional-grade execution engine comparable to traditional derivatives markets. A protocol built for traders.
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Robinhood $HOOD stock is at risk of a 44% decline to $40, despite strong fundamentals, as technical indicators suggest further downside.
The stock has dropped 45% from its January peak of $124 to $69, forming a bear flag pattern that indicates a continuation of the downtrend. A potential breakdown below $62 could trigger a move towards the $40 target.
Adding to the bearish outlook, a death cross is approaching, with the 100-day moving average nearing the 200-day moving average. This pattern historically signals extended declines.
Despite Robinhood's recent product launches and strong fundamentals, including a new Platinum credit card and AI-powered portfolio insights, the stock has corrected over 12% since March 5.
The technical patterns, combined with macroeconomic pressures, continue to weigh heavily on the stock's outlook.
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CRAZY: 🇺🇸 California has independently re-joined the World Health Organization disease network, ignoring Trump's decision to leave the WHO.
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AI power users are surging far ahead of the average employee.
Top adopters in the 95th percentile send 6× more AI messages than the median worker for everyday chat tasks.
The divide explodes with advanced tools. Among data analytics professionals, these elite users engage with AI analysis features 16× more often than the typical person in the same role.
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