Altheus Research
62 posts

Altheus Research
@AltheusResearch
Quantitative background. Institutional experience. Independent since 2021. I write about markets when the signal is clear.
Katılım Şubat 2026
198 Takip Edilen36 Takipçiler
Sabitlenmiş Tweet

@hellojintao but ansem and gainzy sad we are replacing btc
English

x.com/matthewabides/…
Whait, why did my $aeon dev knew about @zachxbt in 2023
English

@AltheusResearch 400$ $ZEC is my first take-profit zone, not my final conviction. If price gets there with momentum exhaustion and weak bids, I’ll stay positioned for lower.
English

@BriskcapitalXBT we need to push under 580$ imo to confirm, then there is not much to hold it higher, else we retest 700$
English

Not even a single day after Coldest Simp Breathing Ansem shilled the “base trenches” did it perma top. The guy who eats his own cum and Capo are the biggest counter indicators I have ever seen in my entire life. He is a bought and paid industry plant willing to shill anything he gets money for. If you’re in the “base trenches” enjoy lighting your money on fire




English

$AEON was tested by us, it's nuts. No endorsement but I'm liking this. Takes a lot for me to speak about onchain token.
x Altheus Research

The Block@TheBlockCo
EXCLUSIVE: AEON raises $8 million led by YZi Labs to build settlement layer for AI agents theblock.co/post/401601/ae…
English

@iruletrenches @base it's truly over for solana onchain (deservedly) what a degenerate hell those memecoins are
English

Played out but whenever you see zig zag charts on your timeline where everyone suddenly calls for ATHs on altcoins you know we are due for a correction.
We still dont have the macro enivronment to justify alts move, dont be a pig.
Altheus Research@AltheusResearch
Listen, survive first week of May and sell in May and go away will hurt your feelings. BTC, ETH and alts will make CT greedy again. The gods have decided for the pump before the World Cup starts, enjooooy. But dont get too greedy, dont be a pig x Altheus
English

@ashotmagazine of course not enough talked about, either the new movie will spark attention to nwr or out of natural order this will be considered a classic post 2030 era
English

If you were wondering where Nicolas Winding Refn has been for the last 10 years, he made Too Old to Die Young, one of the best limited series ever made, which premiered on Prime Video.
It also featured one of the most interesting and best-written female characters in recent television, played by Cristina Rodlo.
The series is a must-watch.

English

@SailorManCrypto Justin Sun effect, same will be said for CZ - people underestimate the power they have in crypto
English

@5waps @BloFin_Official I like the inverse correlation hedge! makes sense
English

@mr_abundance_ sublime! do you see it continuing into ATH or down from here? seeing arthur hayes shill it at 600$ dont make me bullish (for now) where do you see a reaccumulation zone?
English


A burn helps on the supply side. It doesnt fix the demand side, which is where FXRP, FAssets and FTSO need to start producing real fee flow that scales with usage.
So I would say gud proposal and correct direction, watch the data for two or three months before calling it a turn. If burn outpaces emissions on a sustained basis it changes the thesis. If not, FIP 16 ends up being a footnote and were back to the same conversation.
English

@AltheusResearch @Harryflashmanzg @ufcukinsheep @0xQuantic What do think of FIP16 that passed effecting a higher burn rate and capturing MEV that will be used to buy and burn flare-networks:native ?
English

@AltheusResearch @0xQuantic So where is this headed in your opinion?🙏
English


FLR isnt uniquely broken, its just beta to a sector nobody wants to touch. If your thesis dies the moment you pull up a relative chart, it wasnt a thesis.
but defending the team because that narrative is wrong is its own mistake. The quieter problem is that the people around Hugo arent strong enough for what Flare is trying to be. Execution drifts, priorities keep landing on the wrong KPIs, TVL screenshots, partnership posts, FXRP launch hype, while the things that would actually move FLR (fee accrual, a real burn, organic demand that isnt agent collateral) keep slipping down the list.
FIPs don't fix that. You cant governance vote your way out of a token model that doesnt route value to the token. That needs the team to admit the original design under delivers and rebuild it, which is a much harder move than shipping another proposal and calling it progress.
The chain works. The product ships. FXRP is genuinely interesting. Thats not the issue. The issue is the people steering it keep optimizing for the wrong audience, retail hype on CT instead of structural token demand, and at some point "no exploits, TVL ATH" stops being a flex and starts being the ceiling.
x Altheus Research
English

@AltheusResearch @ufcukinsheep @0xQuantic yes, and fips don´t solve the problem..no matter hugoscam says...$flr $flarenetworks
English

















