Ben Hunter 🇦🇺
2.5K posts

Ben Hunter 🇦🇺
@Ben_Hunterr
Crypto Analyst and Alpha Finder @uptradeofficial
Katılım Şubat 2021
1.1K Takip Edilen404 Takipçiler

XPL has been beaten to a pulp.
But i think its shaping for one of the best r/r plays rn.
The team is still building, the culture Paul has created around this project is one of the better ones I have seen, relatively transparent, convicted, and moving toward a real product in Plasma One. And despite its PA, i see a lot of respected accounts on X staying engaged in developments and wanting plasma to win.
Paul has said on record, multiple times, that a token without value accrual is uninvestable. Which tells me he knows exactly what XPL currently is and exactly what needs to change.
My thesis for accumulating over the past few months is the market right now is valuing XPL on today. No accrual, early stage, uncertain, expected high emissions. And the price reflects that, fair enough.
But most great investment in history has been made by people willing to value something on where it is going rather than where it is. Forward looking valuation is how $$ is built.
XPL today is being priced as if nothing changes. And if nothing changes, well, price won't go anywhere, but I am betting something does and todays price looks like the accumulation zone people draw circles around on old charts.
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While the market chops, let me share something off topic that I think matters more than most people realise.
Sweating.
Not just moving your body, actually breaking a proper sweat. The uncomfortable kind where breathing isn't easy and your heart is working hard.
A few years ago I was doing it almost every day. Running, intense lifting sessions, basketball and more. Then a back injury has taken me down to maybe once a week at most! The lifestyle change was tough. The difference in how I felt mentally and physically was significant and it went over my head for ages.
Most people also overlook that there is a massive difference between exercising and actually sweating. A casual walk or lift is great. But it does not give you what a proper sweat does. Improved blood flow, endorphin release, cardiovascular health, and one of the most effective natural stress relievers known to us.
I have found my way back to it mostly through saunas 5 times a week, which fits my lifestyle perfectly and gets the job done daily.
Ask yourself honestly, how many times a week do you actually sweat uncomfortably?
The answer is probably less than you think.
How many times have you pushed through a hard session and felt worse after? Likely never. It always delivers....
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Ben Hunter 🇦🇺 retweetledi

Proud moment for the whole UpTrade team.
From the floor of Paris Blockchain Week — UpTrade Alpha named Best Research Platform. This is what we've been building towards.
#ParisBlockchainWeek #CryptoBroker #UpTrade #Crypto #XRP #Bitcoin #Blockchain #CryptoInvesting
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The biggest thesis we have had all cycle, protocols with real cash flow will outperform everything else.
Not narrative. Not hype. Actual revenue returned to holders.
Our RevFi 7 index is up 24% year to date while the rest of the market is deep in the red
A 48% outperformance against broader DeFi.
Through a war. Through a bear market. Through the most headline driven volatility of the cycle.
We have a live dashboard to track this in real time.
Check out our Rev-7 tokens and performance against other sectors. dune.com/uptradealpha/u…

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Proud of this one. UpTrade Alpha named best research platform of 2026 at Paris Blockchain Week 🏆
We started this with a vision to bring institutional grade crypto research to everyday investors and moments like this remind us why we keep building.
@KOLCapital
Jeff Zylstra@JeffZylstra_
. @UptradeAlpha won best research platform of 2026 at @ParisBlockWeek Shout out to my co founders @kane_biso and @Ben_Hunterr , we keep building 💪 Thank you @KOLCapital 👏
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The market lull is making people forget what's coming and is a perfect time to take advantage.
$AERO has 51% of supply locked, average duration 3.7 years, and has paid out nearly half a billion to holders, built entirely on its own revenue with no VC money and no team unlocks.
EVM coming soon which everyone who has checked out for now has no idea.
When Aerodrome goes multichain, the same revenue engine that already dominates Base gets deployed across Ethereum and beyond. More users, more volume, more fees, more distributed back.
Fundamentals this clean don't come around often. One of my highest conviction alts for when conditions improve. 👀
Aerodrome@AerodromeFi
Locked Tokens = Locked In ✈️ 🔒 ~51% of $AERO supply locked 📅 Average lock duration: ~3.7 years ♾ ~93% of locks are auto-max locked ✅ 15,000+ $veAERO holders 🗳️ $460M+ distributed to voters to date
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Crypto is currently one of the simplest investments in the world when you strip it back rn.
Find protocols that generate real revenue. Check if that revenue goes back to token holders. Make sure people are actually using it. Ask if it has something competitors can't easily copy.
If it passes those four questions, it's worth looking at. If it doesn't, move on.
Bitcoin is the base. Everything else needs to earn its place in the portfolio with fundamentals. The tokens that have done that are HYPE, AERO, ZRO, PUMP.
The ones who will win are ones that treat it like any other asset class. Does the business make money? Does the token capture that value? Is anyone actually using it?
Simple questions. Most tokens fail immediately. The ones that don't are worth your time. 👀
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Only in crypto can the largest investor in the US President's project get his wallet frozen and the response from the team is "see you in court" on X. BRUH.
This drama brings it all back to the real problem beneath the chaos...
Pure governance tokens are one of crypto's biggest lies and value extraction methods and this just proved it in the most spectacular way possible.
The pitch is always, "holders get to vote on the future of the project." But when founders own the majority of supply, exchanges hold most of the rest, and the average retail holder has a fraction of a percent. Their vote means absolutely nothing.
WLFI is just the loudest example of a token that exists to raise money with zero genuine value accrual. No buybacks. No revenue share. Where the Trump's and other founders actually get about 70% of every $1 of revenue directed straight to them, crazy.
99% of pure governance tokens will never see their all time highs again. The market is slowly learning what we have known for a long time, if a token doesn't capture real economic value, it is not an investment.
The tokens that survive are the ones where holders actually get paid. Everything else is noise. 👀
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WOW Bittensor's second largest subnet just abruptly rugged the ecosystem, publicly accusing the founder of centralisation.....
Bittensor founder responded directly: "Sam has clearly made an ugly decision out of malice and greed." referring the found of Covenant.
Bittensor isn't one company, it's an ecosystem of competing subnets. One leaving, even the second largest, doesn't break the fundamentals. The real question is whether other subnets follow. If this stays isolated to Covenant AI, it gets absorbed. If it doesn't, that's a different conversation.

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Bitcoin is holding strong despite the peace deal uncertainty and rumours of ceasefire violations already emerging.
Capped at $72,600 right now, a break above on positive sentiment and I see a push back toward the Bull Market Support Band around $80k.
Cautiously optimistic. Still in conviction bets only. For long term holders, we are sitting in the value area.

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These are becoming my favourite sessions of the week, listen for alpha and we'll see you same time next Thurs. @ByzantineBit @UpTradeOfficial
BlocKane@kane_biso
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Charles Schwab launching Bitcoin/Eth spot for its 46M clients in Q2 and published research suggesting an optimal BTC allocation of 3% to 8% for investors.
The friction removal for tens of millions of people already managing their portfolios through Schwab, crypto will now sit alongside their stocks and bonds in a single view.
Morgan Stanley, BlackRock, and every major firm will revise these allocations upward as the data compounds over the coming years.
And all of this is happening with Bitcoin sitting at prices seen in 2021. The price will catch up to it eventually. 👀

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