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Just a cat

@Petchutipon

Crypto

Se unió Aralık 2014
652 Siguiendo51 Seguidores
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The Assembly
The Assembly@InTheAssembly·
A 25 year old just turned $225 million into $5.5 billion in 12 months. Here’s exactly what he bought. Leopold Aschenbrenner got fired from OpenAI in April 2024. He spent the next few months writing a 165-page thesis predicting AGI by 2027. Then he launched a fund and put his money where his thesis was. He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon. He bought what AI actually runs on. Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year. Lumentum (LITE), optical components that move data between chips. Up 1,331%. Sandisk (SNDK), storage. Up 3,130%. CoreWeave (CRWV), GPU cloud infrastructure. Up 166%. Iris Energy (IREN), AI computing and data centers. Up 583%. The thesis was simple: every AI company needs energy, bandwidth, storage, and compute. Nobody was buying those. Everyone was buying the AI companies themselves. He was right. His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman. I’m adding this to my watchlist. Every time he files a new 13F, we will break it down here. Turn on notifications so you don’t miss the alert, this is VERY important. Many people will wish they followed us sooner.
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Carl Moon 🌙
Carl Moon 🌙@TheMoonCarl·
TRUMP'S FAMILY HAS RUINED CRYPTO Over $50,000,000,000 in investors' wealth has been wiped out from Trump's-related crypto ventures. $TRUMP crashed 98%, wiping out $17 billion. $ABTC crashed 95%, wiping out $12 billion. $WLFI crashed 85%, wiping out $12 billion. $MELANIA crashed 99%, wiping out $10 billion
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Carl Moon 🌙@TheMoonCarl

The Trump family is bad for crypto.

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Austin Barack
Austin Barack@AustinBarack·
This a huge accomplishment in drug discovery research and was done with a fraction of the capital and in orders of magnitude less time than traditional research. I think people are meaningfully underestimating how much new drug research will accelerate when combined with ever improving AI capabilities. $BIO is one of the leaders in this category of distributed research accelerated by AI and since this research was published BIO has already increased by about 40%. Based on the moves we've seen in some of the other breakout AI tokens imo this is an asset that could see real momentum. The token is down meaningfully from its prior highs, has had huge moves in the past, and currently has very negative funding (good for short squeezes). Also, with the recent capital outflows from the Bittensor ecosystem after the Covenant/Templar founder rugged SN3/SN39/SN81 token holders, I wouldn't be surprised to see $BIO capture some of those flows, just like $VVV has been a beneficiary of investors looking for other places to express the AI trade.
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Paul Kohlhaas bio/acc@paulkhls

🧵 Over 24 hours, our scientific team and AI scientist infrastructure developed a novel peptide agonist to potentially treat ADHD. Below is our paper for a pre-IND computational feasibility assessment for OX2R-004: an 18-residue peptide agonist designed as a selective OX2R agonist for ADHD. Why this matters? No approved orexin agonists exist anywhere. All marketed orexin drugs are dual OX1R/OX2R antagonists for insomnia. Clinical-stage ones are small molecules for narcolepsy only. We did this with @peptai_ a novel full 8-gate computational pipeline in one shot developed by @BioProtocol community 👇

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Leon
Leon@Leon_Defi·
GM, When the Booster of @BitwayOfficial $BTW ended, this token has gone exactly according to the scenario I predicted nearly 2 months ago. Currently, $BTW has not been on Futures but is steadily increasing day by day. The price pattern is forming a solid uptrend, stable volume. The most important thing: Booster players are still making good profits. Those who have participated in Booster from the beginning until now are making significant profits, as the history of 100% of the previous Booster project has proven. I still keep the same point of view: With the extremely strong track record of Binance Wallet Booster + the current price increase, the probability of $BTW on Futures in the near future is very high.
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Leon@Leon_Defi

GM CT, I’ve compiled the full history of @BinanceWallet Booster projects the track record is strong: - 100% got listed on Futures - ~70% made it to Spot In short, getting into the Booster almost guarantees a Futures listing, with a consistently high probability. It has become one of the most reliable fast tracks to Binance spot. The most recent case is @BitwayOfficial . Its Booster ended on Dec 22, 2025. While there’s no official announcement yet, based on past patterns, I think a Futures listing is very likely, with a potential Spot listing if holder strength holds up. In the next few days (January 12), a new token @UnitasLabs is starting its Booster program definitely worth keeping an eye on and considering joining if you’re looking for these kinds of opportunities.

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Erequendi
Erequendi@erequendi·
Slow rug / scam / dead projects - Monad - Starknet - Zksync - Scroll - Taiko - Mantle - Algorand - Luna - Aleo - Mina - Linea - Boba network – Aptos – Cosmos – NEAR – Rootstock – Cardano – Stellar – Cronos – Axelar – Astar – Bittensor – Celo – Zircuit – EOS – Sonic – Injective – Kaia – Kava – Lisk – Metis – Tezos - Wormhole - Movement - Kinto - Celestia - Blast - PIN AI - Midas - Kinto - Metis - 0G - Polygon zkEVM - Berachain - Story They were all hyped at one point, but after a while they were abandoned by both the teams and the users. Some scammed right after launch, others slow rugged. So in the end, does crypto really need this many projects, or is crypto just a dumpster?
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Levi
Levi@Leviburda·
If you traded $WhiteWhale on @MEXC_Official perps during those 5 hours, the only counterparty was actually MEXC itself. If you went long, they opened a short against you. If you went short, they opened a long against you. If you lost money, the only winner was MEXC. If you made a profit during that period, your funds will most likely be frozen because those profits didn’t come from external liquidity, but directly from MEXC.
The White Whale@WhiteWhaleLabs

🚨 Warning - @MEXC_Official Caught "Red-Handed" Running Internal Order Desk 🚨 Imagine this: I’m at the command post, monitoring our live launch on @Bybit_Official (which is a pretty big deal). We’re tracking order flow, adjusting on-chain liquidity in real time, and coordinating with our team handling CEX-side liquidity when - boom! Someone drops a message in our token holders TG: “MEXC just listed us on perps!” Of course they did. They saw the Bybit announcement and countdown to go-live and rushed out a futures product. Ambulance-chasing, but for bucket-shop CEX perps. A couple things immediately stood out. Our MM team is handling all CEX-side liquidity. If another market maker was hedging - as market makers do - they’d have to come through us. And yet MEXC somehow went live before Bybit. That got the gears turning. If they weren’t routing through us, chances are they weren’t routing through anyone. On a hunch, I pulled their API and made a call. They’ll probably patch this after the post, but for now it conveniently returns server time (denominated in CST…for reasons known only to them). Sure enough: $WhiteWhale didn’t exist on any available API endpoint. I’ve attached a PDF showing the raw server response: drive.google.com/file/d/1KdqUGe… If the pair wasn’t even supported by their own API, it is actually impossible for an external market maker to be operating that order book. MM's don't log in and place orders on the web site. Which leaves only one option. They were running the order book internally - trading against their own users. A CEX running its own internal trading desk is a conflict-of-interest factory: the venue that sees everyone’s flow, risk, and liquidation levels is also the same entity incentivized to trade against that flow, lean on prices, or “manage” volatility in ways that conveniently benefit its own book. That’s why FTX became the cautionary tale - when an exchange and a closely tied trading arm blur lines, you get structurally unfair markets and a tempting path toward misuse of customer assets and preferential treatment. Legally, it raises serious issues around market manipulation, fraud/misrepresentation, breach of fiduciary-like duties (even if they deny having them), inadequate disclosures, and compliance failures around best execution, fair dealing, and segregation of customer funds - plus the obvious enforcement magnet: if users weren’t clearly told the exchange could be effectively the house, regulators and plaintiffs will argue the market was rigged from the start. I continued to refresh until they finally did add it to their API. The time they were 100% trading against their own users? 5 hours, 22 minutes. A market cannot be fair when the referee is also placing bets. That's pure extraction. Ironically, the very thing $WhiteWhale stands against. 🫡 From the depths — The White Whale 🐋

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Chiefy
Chiefy@0xChiefy·
The next huge Bull Run starts on Monday 🔥 This year, $BTC will pump to $280K and lowcaps skyrocket. Today is your chance to put $100 into altcoins and become a millionaire in 2025. These are the best altcoins with huge potential 🧵🔽
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Bull Theory
Bull Theory@BullTheoryio·
THE U.S. ECONOMY IS IN DEEP TROUBLE NOW. Liquidity stress is rising again and the cracks are already visible in the system. Here's Why 👇 Overnight repo demand spiked to $29.4B, the highest daily level in almost five years. Repos are short term loans the Fed extends to banks when they need immediate liquidity. When this number shoots up, it’s not random, it means banks are short on dollars. The last time we saw spikes like this? Q3/Q4 2019, which pushed Fed to inject liquidity in 2020. And it’s happening again, just few days after the Fed’s 25 bps rate cut and Powell’s hawkish tone for December. He said there’s no guarantee of further cuts, but that the Fed would stay "flexible" depending on the data. That sounded cautious. But under the surface, the data already looks serious. Because while Powell says policy is "modestly restrictive," banks are quietly borrowing record amounts from the Fed’s overnight window. That’s not normal in a healthy liquidity environment. Dallas Fed’s Logan even said: "If the recent rise in repo rates isn’t temporary, the Fed would need to begin buying assets again." That’s basically a pre warning that QE could return if this trend continues. It also explains why she supported ending QT because the system is tightening faster than Powell admits. Here’s what this setup really means: 1. Liquidity stress is building behind the scenes. 2. QT has started to bite harder than expected. 3. The Fed might be forced to pivot earlier than planned. 4. The system is preparing for another wave of asset buying. We saw this exact setup in 2019, repo stress first, QT paused, liquidity injections next. Markets rallied for months after. Crypto isn’t reacting yet because confidence is still low after the October crash and big players are unwinding losses. But this is exactly how early liquidity phases look silent, uneasy, but full of potential energy. Every time the Fed faces a funding squeeze, it chooses liquidity. And when liquidity returns, Bitcoin follows.
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Bull Theory
Bull Theory@BullTheoryio·
THE FED JUST CONFIRMED IT, LIQUIDITY MIGHT BE COMING BACK. The Federal Reserve cut rates by 25 bps and announced it will end QT on December 1. That means two key shifts, cheaper liquidity and no more balance sheet runoff. In simple terms, the Fed will stop draining money from the system. Since 2022, QT has pulled trillions out of the economy, tightening credit and choking risk assets. That’s one major reason alts couldn’t hold strong rallies, liquidity was being removed every week. Now, that changes. Powell opened the press conference saying this cut was "risk management." He explained that data still suggests the overall outlook hasn’t changed much since the September meeting. Employment remains firm, inflation is easing but still above target. He confirmed: "We haven’t made a decision about December." "We had strongly differing views today." That means there’s no guarantee of another cut in December. This one was about stability not the start of a full easing cycle yet. Powell also said: "Higher tariffs are pushing up some goods prices, but effects should be short-lived." "We think monetary policy is still modestly restrictive." In short, inflation is cooling, but not fast enough for the Fed to commit to more cuts. Still, ending QT changes the direction of liquidity completely. QT ending means the Fed will stop shrinking its balance sheet. Banks will hold more reserves, credit will loosen, and liquidity will start stabilizing. That’s when capital begins rotating back into Bitcoin and altcoins. Powell also addressed several key points: Consumer spending is slowing, especially among lower income households. The Fed is closely watching AI-driven layoffs and data center investments. Some members of the committee now feel it’s time to "take a step back" and pause to assess. All of this means the Fed wants to stay flexible, not promise more cuts, but not tighten again either. But even with Powell’s cautious tone, the message is clear, the tightening cycle is over. Liquidity is coming back. And this could quietly mark the start of the next expansion phase for risk assets and crypto.
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Bull Theory
Bull Theory@BullTheoryio·
NASDAQ JUST HIT 26,000 FOR THE FIRST TIME IN HISTORY. Here's why this could be the clearest signal for $BTC 👇 Every time the NASDAQ reaches a new all-time high, it tells the same story liquidity is flowing, risk appetite is back and capital is expanding into growth assets. And when that phase matures, it usually sets the stage for Bitcoin’s next big move. ➠ Here’s what the data shows. In the first 30 days after a NASDAQ ATH, BTC gained about +7% on average. Within 60 days, that return climbed to +14%, and by 90 days, Bitcoin’s average performance reached +25%. That’s not a coincidence, that’s the capital rotation. When equities stretch to new highs, liquidity doesn’t vanish. It rotates, from traditional markets into higher-beta assets like Bitcoin. ➠ And this moment looks no different. The NASDAQ at 26,000 signals a wave of liquidity still building under the surface. Rate cuts are starting, QT is ending, and global capital is chasing yield again. That’s the same recipe that fueled Bitcoin’s major breakouts in 2017, 2020, and 2023. If history rhymes, the next 4–5 months could mark Bitcoin’s acceleration phase, the point where equities pause, and crypto becomes the next liquidity outlet. NASDAQ just gave the market its signal. Now we see how long it takes for Bitcoin to answer.
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Bull Theory
Bull Theory@BullTheoryio·
THE MOST IMPORTANT WEEK OF Q4 has arrived. In just a few days, the market will get clarity on rates, liquidity, earnings, and global trade; four forces that decide how money moves for the rest of the year. ➠ The Fed meets on Wednesday. A 25 bps rate cut is already priced in. What matters now is what Powell says next, will this be a one off adjustment, or the start of a deeper easing cycle? ➠ The bigger shift could be the end of Quantitative Tightening (QT). If confirmed, it means the Fed stops draining liquidity, a major turning point for risk assets. Every bull market begins with that one moment when policy quietly flips from restraint to support. This could be that moment. ➠ Right after the decision comes Powell’s press conference. Tone is everything. If he acknowledges progress on inflation or growing risks to the labor market, it signals confidence to keep cutting. That’s when bond yields fall, the dollar softens and liquidity starts rotating back into equities and crypto. ➠ Then comes the earnings storm. Microsoft, Alphabet, and Meta report on Wednesday. Apple and Amazon follow on Thursday. Together, these five make up roughly one fifth of the S&P 500. A stronger earnings report will result in a stock market and crypto market rally. ➠ And finally, the Trump–Xi meeting on Thursday. Reports suggest both sides are close to a preliminary trade agreement. If tariffs are rolled back, it would lower inflation risk and reopen cross-border liquidity channels, the same setup that sparked global rallies in past cycles. The sequence is clear: Rate cuts. QT ending. Strong earnings. Trade peace. All four point in one direction ➠ liquidity expansion. This week may not bring fireworks overnight, but it could quietly mark the start of the next leg higher for global markets and crypto.
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Bull Theory
Bull Theory@BullTheoryio·
THE CRYPTO MARKET JUST GOT A MAJOR GREEN LIGHT. 🚨 After weeks of uncertainty, the US and China have reportedly reached an early agreement on key trade issues. Adding fuel to this optimism, US Treasury Secretary Scott Bessent confirmed that China is ready to make a trade deal that would remove President Trump’s 100% tariffs. If finalized, this will be one of the biggest de-escalations since April 2025. It would mean: 👉 Reduced risk of inflation shocks 👉 Restored confidence in global supply chains 👉 A surge in “risk-on” sentiment across equities and crypto This shift comes at a crucial time, just before the expected Trump - Xi meeting, where remaining details may be finalized. For markets, this is huge. October’s tariff shock had triggered heavy selloffs and fear-driven liquidity withdrawals. But now, with trade fears easing and inflation risks declining, the setup for a year end risk rebound is stronger than ever. And the timing couldn’t be better: FOMC meeting next week could confirm a dovish tone. Trump’s policy announcements may reinforce market optimism. S&P 500 giants are entering earnings season with stronger outlooks. All these catalysts align to push both traditional markets and crypto back into expansion mode. What we’re seeing now could be the turning point of Q4.
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Bull Theory
Bull Theory@BullTheoryio·
CHINA IS PLAYING WITH TRUMP’S PATIENCE. AND IT’S WORKING.👇 Over the past few weeks, reports suggest that China is using the U.S. stock market as a negotiation weapon. They’ve know something crucial about Trump, he personally measures his presidency’s success by how high the stock market is. Every time the S&P 500 hits new highs, Trump sees it as proof that his policies are winning. And China knows this better than anyone. So what are they doing? They’re delaying negotiations, stretching talks, and creating uncertainty because they know one thing: uncertainty hurts markets. When markets drop, Trump feels the heat directly. And when he feels it, he’s forced to move faster toward a deal that benefits both sides not just the U.S. It’s a psychological chess match disguised as a trade war. Now, there’s another reason this timing matters. In April next year, the U.S. has midterm elections. And Trump can’t afford another April style crash like we saw earlier this year. Stock market performance plays a huge role in voter sentiment. If markets stay weak, it damages his strong economy narrative and that could cost him politically. So, Trump is cornered between economic optics and policy reality. Here’s what’s happening behind the scenes 👇 The Federal Reserve is already showing signs of easing its stance. Several Fed officials have been hinting that a 25bps or even 50bps rate cut could be on the table soon. Powell himself indirectly signaled that the QT (Quantitative Tightening) phase is nearing its end. At the same time, the Treasury Secretary has said they are “ready to take all actions needed to stabilize the economy.” In simple terms, that means liquidity is coming back. Now, combine these pieces: • Fed hinting at rate cuts • Treasury preparing interventions • Trump under election pressure • China stalling negotiations It all leads to one inevitable outcome, more volatility now, more liquidity later. When uncertainty rises, the Fed steps in to calm markets. When the Fed adds liquidity, risk assets, especially crypto benefit the most. That’s why this moment is so critical for the market cycle. Crypto isn’t just reacting to tariffs or headlines anymore; it’s reacting to the liquidity flow that follows. We’re entering a phase where: → Rate cuts are back on the table. → QT is almost done. → Inflation data is softening. → Political pressure is rising. And that’s the same mix we saw before every major rally 2019, 2020, and 2023. But there’s one more twist this time. Unlike earlier cycles, crypto is now a recognized institutional asset class. It’s part of every global liquidity narrative. Even the U.S. government, while cracking down on scams, has openly supported regulated crypto and stablecoin growth. That’s why this cycle could last longer than previous ones. In past cycles, the top usually came in November or December of the post-halving year. But this time, it might extend into February or beyond as liquidity builds and institutions keep buying dips. So yes, the trade war headlines look bad. The volatility feels scary. But under the surface, the next phase of the rally is being prepared. Every policy move, every tariff announcement, every unexpected crash, it’s part of the same setup: Pressure → Panic → Policy Response → Liquidity → Expansion. We’ve seen it before, and it’s playing out again. This isn’t the end of the bull market. It’s the reset before the next leg begins.
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Henrik Zeberg
Henrik Zeberg@HenrikZeberg·
#Bitcoin #BTC Think guys! - We are in the most extreme Bubble of all times. - Buffett sees BTC as "rat-poison squared" - There is a massive Negative Divergence (on BTC) in Weekly, Monthly and Quarterly charts. This is a VERY Bearish looking chart. - Wall Street and Media are cheering you on. Do not get caught up in this narrative! Haven't we seen this before? It is a Bubble - and it will Crash horrendously! (but first MASSIVE RALLY to final top!)
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
FEDERAL RESERVE BANK OF NEW YORK'S JOHN WILLIAMS SIGNALS MORE RATE CUTS New York Fed President John Williams said concerns about a slowing labor market could lead him to support more rate cuts this year. A close ally of Fed Chair Jerome H. Powell, Williams’ comments suggest the Fed will seriously consider cuts at its remaining two meetings in 2025.
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Cointelegraph
Cointelegraph@Cointelegraph·
🔥 BULLISH: Analysts say $SOL could rally to $290–$345 if the SEC approves spot Solana ETFs this week, with approval odds seen near 100%.
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