DadZ Crypto Farmer

I write a free weekly breakdown of crypto, macro, and on-chain data. No hype, no shilling. Just the reads that matter before the week starts. cryptodadhl.beehiiv.com

@red_thr33 @HypeStrat JPMorgan covering Hyperliquid. Not as a risk. As a venue. That's the shift nobody is pricing in yet.🔥🔥🔥

Another step towards institutional adoption for HYPE and Hyperliquid

@TheBlockCo @Polymarket From 0% to 2.4% of spot volume in 9 months. Prediction markets found product-market fit faster than DeFi, NFTs, or any other crypto vertical. The bet-on-everything economy isn't coming. It's already here and accelerating.

Prediction markets now make up 2.4% of crypto spot exchange volume. Nine months ago that number was basically zero. 20x growth since. The bet-on-everything economy is here.

@StockSavvyShay You can't make this stuff up. Diplomacy is clearly out, surprise strikes and history-lesson-as-justification are in. Global markets are holding their breath.

President Trump defended not warning allies ahead of the Iran strike by saying the U.S. needed surprise then awkwardly invoked Pearl Harbor while seated next to Japan’s PM. Asked why Japan was not told in advance, he replied “Why didn’t you tell me about Pearl Harbor?”

@bitcoinjack "Broken exchange" is the best take I've seen on the oil/energy dislocation today. When the cost of insurance and transport outpaces the commodity itself, the market isn't pricing energy anymore. It's pricing the breakdown of logistics.

Why are people surprised that prices dislocate when transport and insurance have local bottlenecks causing spreads? It’s like a broken exchange that is insolvent and people can no longer get their money out and volatility causes market makers to ask insane premiums to make the market. Prices will see strange distortions.

@AshCrypto Pakistan at 99% dependency on Qatari LNG is the number everyone should be watching. One pipeline country away from a full energy crisis. This isn't just an oil story.

🚨 🇮🇷 Iran attack has damaged 17% of Qatar’s LNG capacity for 3-5 years. Qatar produces approximately 20% of the global LNG supply. Major Asian countries like China and India are heavily dependent on Qatar’s LNG. China: Qatar’s top single importer. In 2025, it accounted for 29% of China’s total LNG imports. India: Qatar is the number one supplier, providing roughly 42% to 47% of India’s total LNG imports as of early 2026. South Korea: A long-term partner, where Qatari LNG has historically made up between 21% and 37% of the country’s total LNG imports. Pakistan: Heavily reliant on Qatari supplies, which fulfill nearly 99% of its total LNG needs. Taiwan: Approximately 25% of its LNG comes from Qatar. Even European countries like Italy, the UK, and Belgium have been heavily reliant on Qatar for LNG. This means if Qatar’s LNG capacity is disrupted, Asian and European countries’ energy crises would get worse.

@DefiIgnas When a Bloomberg CIO calls gold a speculative asset on national TV, the rotation thesis isn't a meme anymore. BTC sitting here while gold bleeds is doing more for the digital gold narrative than any ETF approval ever did.

The realization is kicking in for everyone. x.com/goodalexander/…

Gold dumping 17% from ATH is saving Bitcoin's image. In a macro-uncertain and potentially inflationary environment where gold should perform well, it's selling off too. Narrows the gap between BTC and gold performance without BTC having to do anything. I wished BTC would save face by pumping to catch up with gold. But gold dumping achieves a similar effect. At the end of the day, liquidity flows drive the market. Everything is a trade in short-term periods.

@tslaming @elonmusk Virtual location grid that tricks unmodified phones into thinking satellites are ground towers. No new hardware needed on the consumer side. This is how you win: make 8 billion existing devices compatible on day one without asking anyone to upgrade.

@DefiIgnas @Raph_Bloch Every European has woken up to a -15% portfolio at least once because New York decided to have feelings at 3am.

@Raph_Bloch Americans can stay awake longer than europeans solvent

We never talk about this, but one of Europe’s biggest advantages - maybe the biggest - is its position right in the middle of global time zones. You can work seamlessly with Asia, Africa, and the Americas. It’s a massive edge - and we’re barely tapping into it. And somehow, no one ever talks about it. I feel the difference every single time I’m in Hong Kong or NYC.

@solidintel_x 205k claims + yesterday's FOMC hold + inflation forecast raised to 2.7%. The Fed is stuck. Can't cut because jobs are strong, can't hike because war is inflationary. Sideways policy means BTC trades on its own supply/demand dynamics. That's actually bullish.

INTEL: US jobless claims fell to 205,000 for the week ending March 14, below the 215,000 estimate

@AshCrypto Fewer layoffs than expected but markets still selling off. Price isn't reacting to data anymore, it's reacting to positioning. The deleveraging has to finish before any data matters.

BREAKING: 🇺🇸 US Initial Jobless Claims: Actual: 205k Expected: 215k

@RealJimChanos Cupertino robot can't handle a dance floor but we're supposed to trust these things with surgery and logistics. At least when humans get too funky at happy hour they don't need to be "restrained by staff."

Never let robots into Happy Hour.

@AshCrypto $2.5T gone and we're just getting started. If this follows the tariff playbook, the capitulation wick hasn't printed yet. Cash is a position

The next few weeks will be crucial for markets. At the peak of the 2025 tariff sell-off, U.S. stocks wiped out over $6.5 TRILLION in value. Since the Iran war began, roughly $2.5 trillion has already been erased. Pray for our bags

@AshCrypto The 'store of value' narrative taking a beating today. Physical holders can't even panic sell fast enough. Digital scarcity looking real attractive right about now.

🩸CRASH: $1,350,000,000,000 has been wiped out from Gold and Silver in 5 HOURS.

@degennQuant @HyperliquidX CME charges you to trade SPX futures. Hyperliquid pays you 30% to hold the same position at 50x. The spread between TradFi infrastructure costs and DeFi efficiency is the entire bull case in one screenshot.

I am getting PAID 30% to long the OFFICIAL $SPX on 50X leverage on @HyperliquidX The house of all finance

@WatcherGuru $116 Brent and climbing. Energy inflation wave incoming. Watch EUR/USD and gold rip from here. Risk assets about to get interesting.

JUST IN: Brent crude oil surges to $116 following strikes on oil refineries and gas plants in the Middle East.

@George1Trader Blue supply into green demand. Classic accumulation range. The clean lows are the trap. Whoever gets stopped out there is funding the next leg up.

#btc Blue is now key supply. Above there we can talk about $80k+ again. Would look for longs in green demand, some clean lows resting right above it. Break below that and it's lights out. Taking it easy the coming days tho as I'm moving this Saturday. Let's get it!

@CryptoPicsou Every feature Jeff ships widens the gap. Fiat on-ramp means Hyperliquid now competes directly with Binance and Coinbase on UX, while keeping the decentralized edge. Good luck catching up.

New day, new feature. Jeff can't stop cooking.

@coinacademy_fr @CryptoPicsou Le vrai game changer c'est pas le fiat on-ramp en soi. C'est qu'Hyperliquid supprime le dernier frein à l'adoption : devoir déjà posséder du crypto pour trader du crypto. Binance a mis des années à le construire. HL le ship en beta pendant un bear market!

🚨 Hyperliquid lance le fiat on-ramp en phase de test, permettant d’utiliser la plateforme sans posséder de crypto au préalable. Les paiements par carte et virement sont supportés dans certaines régions, avec d’autres options et off-ramps à venir.

@milesdeutscher A $200/month subscription just did what Congress couldn't in 20 years. $4.2B in waste sitting right there. The real question is who's blocking these audits from happening officially.

F*cking crazy... Someone just ran a full audit on the Pentagon's budget using Claude Code. If they won't audit themselves, this is the only solution... What it found: 340 flagged items, $4.2B potential undercuts, and overspending by 10x.

@VitalikButerin @cartoonitunes 2**100 array size is either galaxy brain optimization or a gas fee war crime. Classic Vitalik either way.

@cartoonitunes On the other hand, 2**100 array size, 86400 as a literal, "prob_milli", do feel on-brand for me. so... could have been me!

Just cracked the first two contracts ever deployed by the Ethereum Foundation's "EF 1" wallet, with exact bytecode proofs on both. Serpent contracts from 2015, including the first ever Serpent contract by the @ethereumfndn. 🎉 Likely by Vitalik himself. 🧵