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CAP
@CapDotFinance
Trade with leverage on the most advanced perpetuals protocol. Join our community: https://t.co/f3QHaQ7rMN
Everywhere Katılım Haziran 2020
74 Takip Edilen9.1K Takipçiler
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The @SECGov twitter account was compromised, and an unauthorized tweet was posted. The SEC has not approved the listing and trading of spot bitcoin exchange-traded products.
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With the btc etfs potentially coming tomorrow, feels apt to share some Q1 2024 thoughts. Pivots this big usually present themselves with a lot of opportunity.
1. The liquidity vacuum that was the btc etf front run trade culminates. No view on direction, bias is flat to down over the course of the quarter. Biggest risk to really all crypto asset prices is demand post etf launch. Also Saylor's purchases should subside (smaller premium, less willing issuance buyers) and BTC will stop trading so invincibly (no sustained dips).
2. ETH is the most asymmetric trade to put on in size. ETH has a fleury of positive catalysts, but market sentiment is at its lows. Throughout the course of this recent rally, the ethereum community has essentially had an identity crisis, exactly what you'd want to see in an asset you're accumulating. Crypto assets evolve into new narratives, these are emergent networks, old narratives are replaced if its clear that a network is providing a different kind of utility. I see no reason that ETH won't grow into something the market wants. Also, Sassano saying he will do better at the stone cold soleth top and santiago giving 80% odds of flippening are quite indicative of sentiment.
Dencun upgrade and the broader parallelization narrative show that upgrades are being done to the evm and the broader ethereum ecosystem. The ETH ETF will draw in new institutional demand and will be front run by the market the same way that BTC was. And the most important driver of ETH's success in Q1 will be the stimulus money that comes from the eigen, blast, and manta airdrops. Think we see $500m in new stimulus money as my conservative case. We know how these new governance tokens do relative to the ecosystem currency a few weeks post drop. These airdrops are just farms to stack more ETH.
3. Re-staking will become one of the loudest narratives in the market, on par with parallelization and data availability today. It will also become obvious that to enter into this new ecosystem, you will need to use LSTs. Think LST growth goes parabolic over the next year, with a big chunk of it increasing after eigen's mainnet launch.
4. Overall supply demand picture for ETH is very constructive. Celcius finishing their sales, culmination of the btc etf trade, and all of the airdrops represent a sizeable decrease in the amount of eth for sale with a commensurate increase in demand for eth.
At the end of the day, a lot of unknowns, but this is how I'm thinking about things going into this quarter.
Primary portfolio is long:
- ETH
- INJ
- LDO
- AI related assets
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#Bitcoin That's well over $300M in Open Interest wiped in about 2 hours with this drop.
Well over $500M if we include $ETH & others.
Casual Wednesday morning.

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@Route2FI @CapDotFinance cap.io
- Doesn't have a spread
- doesn't have an orderbook but you can place limit orders, tp, and sl
- no scam wicks, uses Pyth for pricing
- UI is honestly better than Binance
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@0xsha3 @etiennexyz @Route2FI @CapDotFinance Yeah making lots recently. Cap Stakers get 45% of trading fees
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My schizos in Christ @CapDotFinance have significantly higher OI than $LVL and $PIKA combined. Abe has to return for the bullrun; sabbatical been too long, @0xsha3.

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@PopcornKirby Been trading for 3 years already on @CapDotFinance ...literally the cheapest protocol outhere because you dont pay borrowing and other hidding fees.
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@JJcycles Without a doubt $CAP @CapDotFinance
double digit staking APY paid in ETH & USDC... only 10mm mkt cap
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@DeFiMann @CapDotFinance underrated af tbh 😂. Massacring Vela, LVL and Pika. Maybe it really is the best protocel.
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@ag_dwf @DWFVentures @CapDotFinance its the one you are looking for...it is literally the most forgiving perp for traders because of the 96% liquidation threshold,0.07% fees and low dynamic funding...also the best UX/UI in the game.
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Starting to roll out @STFX_IO 4.0 today, bit by bit over the coming 2 weeks. Users have been asking for more altcoin pairs - Happy to integrate @CapDotFinance to bring more pairs - more features and integrations will be shipped in the coming weeks.
STFX@STFX_IO
The @STFX_IO x @CapDotFinance integration is now LIVE! 🔥 🆕 Perp Altcoin Pairs 🤏 Lower Fees 📈 More Opportunities You can now raise money for your altcoin trades on STFX 🤝
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@STFX_IO @CapDotFinance Finally! @CapDotFinance its the most forgiving perp outhere for traders due to low fews and forgiving liquidation threshold (96% in case of liquid pairs)
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The @STFX_IO x @CapDotFinance integration is now LIVE! 🔥
🆕 Perp Altcoin Pairs
🤏 Lower Fees
📈 More Opportunities
You can now raise money for your altcoin trades on STFX 🤝
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