0xMoves

@coinmpotas I think point 4 is key and many are fading $FRAX despite the PA not doing great.

No question, CVX. 1. CVX has a lower risk profile (CRV, for better or worse, is being affected by yield basis, while Convex is diversified with Frax, FXN, and Resupply). 2. CVX offers revenue while holding (staking) without having to lock. 3. No inflation — nada, zero. 4. The market has underestimated that Frax is positioned to capture a large amount of CeDeFi stablecoin issuers due to its legal morphology. Nfa.

@genome_protocol Fucking scammers

@0xTDG This is one of the most bullish signals we've seen on CT this year. Thanks for the hopium.

As someone who’s 100% sidelined and having no reason not to be objective, what I observe now is: - feed went from 90% dead to 40-60% alive now and everyone has been screaming ‚bottom is in’ after recent week of green PA + very different but all extremely bullish targets from 85k to 105k or even 150k I’m no expect but since the CT sentiment is rarely correct, I’d say we top soon and go to range lows 61-63k soon (PSA: I may be skewing bearish a bit since I’m sidelined and want to buy low in 1-3 months when I have money available)

@dcfgod @CryptoWinthorpe To be fair though most of the deposits came while the peg was far better, so not all would have got wrecked. Yield on cvxCRV has also historically been quite good so even those left holding the bag would have recouped a fair amount of that peg drop.

I still use convex (am highly levered in the susde/dola pools) And dont expect you to be changing immutable contracts It’s more of a messaging thing… can’t gloat about how amazing it is that convex controls so much crv when it’s on the backs of people who are now rekt (even if they did get warned) And then also say you’ve already spent enough on them… cvxcrv wouldn’t even have claim to the crv… etc And if you want to… I’m sure there are more levers you can pull to make cvxcrv a better offering, even against your competitors w differentiated products

The curve wars: how convex finance completely screwed everyone that ever deposited crv with them

@CharlieM0nger @R89Capital @DonAlt Sold off during uncertainty. Crypto already bounced back after Ayatollah confirmed dead. Iran Liberated. Continue the rip once markets open fully

@R89Capital @DonAlt Well the market + crypto sold off. Precious metals rallied off the news on Sat as well. Oil spiked Is that not fear / bad news? Lol

This worthless kraut thinks liberating the Iranian people from a tyrannical Islamic regime that just massacred tens of thousands of them is “bad news”

@AgentChud What do we do about our LQTY bags? Minimal alignment between BOLD-LQTY leaving no demand for LQTY. They can't even get people to update their votes these days.

@Popcatclickpop @Sykodelic_ Doesn't mean shit if they're all worthless. This chart is based on market cap, it doesn't matter if there are a billion coins if they're all worth 0 - they don't impact the chart as they don't contribute to any meaningful market cap.

@Sykodelic_ Yes but the amount of extra dogshit that was created and inevitably went to zero never recovering or holding a market value is my point

This is most severe its ever been. OTHERS is at its most oversold position that it has ever been in. Right now, OTHERS is -2.5+ standard deviations from the mean value. There are only two other times in history that this has been reached. 1. COVID on a wick 2. 2022 Bear market low on a wick But right now, we have a candle sitting on this level, which explains the horrendous sentiment around alts. This kind of overextension has literally never happened... And people think alts are gonna drop by another 50% here? No chance. OTHERS never even expanded this cycle, which is why this correction has pushed us to new records on overextension. For something to contract more, it has to expand more. There was no expansion. These levels right now are truly generational.

@Alejandro_XBT Everyone already left cuh

BTC at 60K and nobody is panicking. That’s usually not a good sign.

Everyone calling $74k the line in the sand for the past few months and it couldn't even hold for a day. This lack of bid is crazy to see.

@Bobby_1111888 How is this anything like 2020? Pre-covid BTC was in an uptrend. Sentiment and price action was the complete opposite to what we've seen in the past 4 months.

I’ve spent the past few days studying many charts, and I’ve come to the conclusion that this may be the biggest bear trap I’ve ever witnessed in my two decades doing this. In my opinion, this will be remembered as the Covid-2020 moment of this cycle, minus the pandemic piece. In short, everything is lined up, primed, and no one wants to touch crypto with a ten-foot pole, as everyone believes this is the start of a multi-year bear market with much lower prices expected nearly across the board. I will go against the herd here and say that 2026, leading into 2027, will surprise to the upside. That doesn't mean that certain assets can't/won’t go a bit lower, and I've written about those possibilities plenty for members. That just means we’re a lot closer to the bottom than most think. I'm formulating my ideas and will write about what I see going forward in this upcoming report. Cheers ⚒️

@EtherRawl @MaximusOnX_ Wow something not seen since 2 weeks ago. Must be a big deal.

I don’t want to talk about rotation or anything like that, just the fact that alts are holding better than the leading blue-chip assets in crypto for the first time since January 19th and we havent seen this for a long long time. That suggests that when the market bounces/reverses, these assets will be the first to lead, thats how divergences works, on indicators on risk-on vs risk-off assets on basically everything

So you’re telling me that BTC and ETH made new lows today while alts did not? Since when does that happen without it being a divergence?

Chevron coin still holding up well tbh $CVX

Bullish Chevron coin $CVX

@midcurvemanatee @DeFi_Hanzo > Writes a whole thread going through math on why the token hits $1 > Ignores what happens when price actually gets so low > whole thread invalidated

@DeFi_Hanzo You do realise that unlocks are in HYPE and buybacks from fees in USDC, right? You arbitrarily chose a price (current one?) to compare those. Now try comparing at your $1 valuation... Suddenly, a week of fees covers a month of unlocks without accounting for other factors.

🚨 $HYPE WILL BE WORTH $1, AND HERE'S WHY: Everyone keeps asking why HYPE is down ~60% from its ATH in September, when Hyperliquid is legitimately dominating. They generated $874M in fees this year. $3T+ in volume. Surpassed Ethereum and Solana in 30-day fee generation. Real product, real users, real revenue. So what's actually happening? - The Unlock Death Spiral - Starting November 29, the Core Contributors allocation (23.8% of total supply) began unlocking. That's 9.9M $HYPE hitting the market every single month for the next 24 months. At current prices, roughly $270M monthly in new supply. The buyback program uses 97% of protocol fees and has accumulated 37M tokens worth about $1B. Sounds great until you do the math: > Buybacks absorb maybe $90M per month. > Monthly unlocks add $270M. > That's $180M in net selling pressure every month that nothing can stop. Arthur Hayes' Maelstrom fund called this the "Sword of Damocles" and they weren't exaggerating. Even with monster revenues, the protocol physically cannot buy back faster than tokens unlock. - What Happened After First Unlock - The team got 1.75M tokens on November 29. Over 600K were immediately sold OTC. On-chain data shows $2.2M in dumps within days. One whale wallet that bought at $12 withdrew $122M in profits. The price dropped 17% instantly. This set the precedent. When people with life-changing money can click "sell," many will. For the next two years. - The Governance Theater - There's a vote happening right now (closes December 21, results December 24) to formally recognize the 37M $HYPE in the Assistance Fund as burned. Worth about $920M. Validators are signaling yes. Here's the thing: these tokens are already in an address without a private key. They're already effectively burned. This vote just makes it official and prevents any future hard fork to access them. It removes 13% of circulating supply from the metrics, which is cosmetically nice. But it doesn't touch the 238M tokens still scheduled to unlock monthly through October 2027. - The Fundamental Strength Nobody Can Escape - > Daily buybacks acquire about 21,700 HYPE. > Daily staker emissions add 26,700 HYPE. > The protocol is net inflationary by 5,000 tokens per day even with the most aggressive buyback program in crypto. This isn't a rug. This isn't a scam. This is just brutal tokenomics design colliding with genuine success. The protocol prints money but the unlock schedule means relentless supply pressure regardless of how well the business performs. Market share has bled too. Perpetual DEX dominance dropped from 57% to 16% as competitors like Aster launched incentive campaigns. Spot volume collapsed from $1.2B to $200M. When you're fighting supply pressure and losing volume simultaneously, price can only go one direction. - What This Actually Means - HYPE has arguably the strongest community in DeFi outside memecoins. The fundamentals are borderline unassailable. But 237.8M tokens unlocking over 24 months creates a math problem that community conviction cannot solve. The $1B burn helps sentiment. It doesn't help the monthly unlock avalanche. That continues until October 2027. So yes, strongest community. Yes, best revenue-generating DEX. Also yes, down 60% and probably not done yet. Sometimes even the best projects have tokenomics that just don't work. So maybe we won't see $1 per $HYPE, but a lot of things have to be changed for that. That's the whole story.

@vinibarbosabr @eliz883 The market was NOT expecting QE.

@eliz883 so, considering the market was expecting a QE (that's my reading, at least), could we assume that a QE was priced in and that not having a QE could have a bearish effect instead? i'm a perma bull on the tech/fundamentals, but not sure what to think about the macro/ta aspects

What the fuck are everyone celebrating? The purchase of $40 billion in Treasury Bills is NOT QE. It's a technical measure for managing short-term liquidity, used to keep the T-Bills market stable and manage bank reserves. It doesn't have the same expansionary and direct impact that true Quantitative Easing has. For the shitty altcoins out there, you only need a fucking QE to pump them! The $40 billion in T-Bills is a signal, a mini-injection. QE, on the other hand, is a real macro accelerator that pushes the entire crypto ecosystem violently. What we have now is a "softening", not a total regime change.

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@TedPillows Macro environment isn't even close to being similar to 2021

$BTC seems to be mimicking the 2021 cycle. Similar double top structure and now a bounceback too. This means Bitcoin could rally towards the $100,000-$105,000 level before the next leg down.

@Black_Nagh @CredibleCrypto Congrats brother have another

Today is a great day 😁 @CredibleCrypto