@Cointelegraph Small anomalies in data flows frequently precede large outcomes market history shows signals emerge quietly before expansion begins.
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Dejan Va
733 posts
🚨 NOW: S&P 500 futures drop 0.54% and Nasdaq futures fall 0.66% as Trump's Iran power plant threat pushes oil above $102 and sends the 10Y Treasury yield to 4.352%.
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@jussy_world Information asymmetry drives momentum insiders act on structure changes long before narratives reach the surface.
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Hack was a Private Key exploit
Here is how the hacker did it: 🧵👇
Hacker gained access to Admin signer privileges
Created a new collateral market for a worthless token (CVT)
Jacked the Drift USDC limit from $25M to $500M
Used CVT to borrow and drain assets from the protocol
Two Drift multisig keys appear to have been compromised
The ongoing Drift exploit has now reached $285M
Got info from @SolanaFloor, follow them for more detailed information
jussy@jussy_world
Everything about @DriftProtocol Exploit And 8 other protocols that got effected (TL;DR) 🧵👇 $270M drained That’s 50% of their entire TVL gone The attacker didn’t panic Looking like they had pre-funded wallets ready a week before Hacker wallet: HkGz4KmoZ7Zmk7HN6ndJ31UJ1qZ2qgwQxgVqQwovpZES This wallet was funded 8 days ago via near intents, but was inactive and suddenly received huge amounts from drift vault Then today they pulled the trigger In under an hour: $155M in JLP $60M in USDC $11M in CBBTC $4.7M in WETH dozens of other assets They swapped everything, bridged off Solana, and bought $82M+ in ETH Deposited SOL directly into Binance and HyperLiquid Token $DRIFT down over 35% And it’s not over Funds are still moving. Right now, and hacker is using @phantom, which made them already $10k in fees, lol The exploiter currently holds $269.7M spread across wallets: $141M in SOL $82M in ETH $18M in BTC Hacker was still swapping millions of SOL to USDC and bridging out almost 3 hours after the hack Didn’t seem like a rushed attack It was planned, coordinated, and executed on April Fool’s Day on purpose One of the team members left from protocol one month before it has happen People think maybe there is connection But, a lot of other protocols got effected by Drift hack... Here is full list: @reflectmoney - USDC+ is farming yield on Drift; mint and redemption of USDC+ has been frozen; funds are insured @DeFiCarrot - CRT yield bearing token, team confirmed that Carrot has been impacted by the recent exploit on the Drift protocol @project0 - protocol paused; no new borrows can be made agains drift positions @piggybank_fi - $106.4k/$4M of funds were deployed to Drift (~2.6%) @ranger_finance - rUSD has exposure to Drift, but no statement from the team so far - uses Drift for yield and credt; user funds withput open loans are moved away for security reasons @TradeNeutral - Classic deposits may be affected according to the team @xplaceapp- uses Drift (besides Kamino) for yield on Savings, no statement from the team so far @elementaldefi - uses Drift for USDC Vaults, no statement from the team so far There no information how exactly hack happend Stay safe, protect your funds, and be strong to everyone who lost money 🙏 (Some of the information I got from @_0xaryan and @derparsel thx to them!)
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@AshCrypto Silent accumulation patterns often appear before major market shifts data shows early signals rarely align with public sentiment.
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This is great news for Altcoin holders.
ALT/BTC has just printed its 4th green consecutive MACD green bar for the first time since August 2020
The last time this happened Altcoins pumped 60% against Bitcoin in the next three months.
What makes this more interesting ?
After the 2022 bear market ALT/BTC has been mostly red and oversold for nearly four years. That is why it has felt like alts never truly recovered even when Bitcoin was making new highs. They were not recovering. Not really. Bitcoin was running alone.
But three things are aligning right now that were not present before.
1) the MACD signal.
Four green bars. First time since 2020.
2) the ISM Manufacturing
ISM PMI has now printed above 52 for three consecutive months since October 2022. Context matters here. ISM above 55 was the fuel behind the 2017 and 2021 alt seasons. That level has been completely absent for the last 3.6 years. We are not there yet but the direction is right.
3) US CPI is at a five year low.
That is the most bullish macro backdrop for risk assets including alts in years.
This is not a full alt season call. Those require ISM above 55, broad liquidity expansion and sustained BTC dominance decline all at once.
But a meaningful alt recovery over the next two to three months is possible.
For all this to happen, BTC needs to break $76,000 and ETH needs to follow it towards $2,800 to $3,200 range.
Let’s hope Trump ends this war and there is no further escalation.
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@PhilakoneCrypto A single token cluster holds decisive control and a 75 percent crash in one day reveals how fragile low liquidity markets become once sentiment flips and exits accelerate.
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@WatcherGuru Potential withdrawal shifts risk premium across oil markets instantly and redefines Middle East power balance, energy prices react before any real supply disruption occurs.
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JUST IN: 🇺🇸🇮🇷 President Trump says US "will not have anything to do with" what happens to the Strait of Hormuz and will withdraw within 2-3 weeks.
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@WatcherGuru First green month after five declines signals exhaustion of sellers and a reset in sentiment, rebound above 68000 shows strength but macro pressure keeps trend fragile.
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@jeg6322 Only 9.5 percent of supply truly circulates while hidden allocations sit off market shaping price silently, airdrop value looks large on paper yet reality exposes a gap that challenges trust and transparency.
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feels like i might’ve forced them to drop that extra announcement
"over 50% of the airdrop going to liquidity partners, with 1 year lock and vesting"
but what i don’t get is why not say this upfront
did they really think they could pull something like that and not get caught
also i posted on twitter, why are you replying on telegram lol
and honestly aside from this, edgex has been one of the most exploitable perps out there
anyone who actually used it would know
didn’t get a proper airdrop anyway, but me and friends already pulled money out of it so it’s whatever
so yeah, thanks edgex
EWL@jeg6322
top 26 wallets each claiming 3m+ edge, 140m total exactly 14% exactly 14% exactly 14% exactly 14% exactly 14% what are you guys even doing lol
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@Polymarket AI trading talent moves into xAI before most realize shift already happening smart money always builds intelligence edge first
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Dejan Va retweetledi
BREAKING: Elon’s xAI is recruiting Wall Street bankers & credit analysts to train Grok on financial modeling.
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@TukiFromKL Nvidia targeting trillion dollar AI compute market shows infrastructure race already decided before public fully understands scale
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🚨 Do you understand what you're looking at right now?
$1,000,000,000,000.
Count the zeros. Twelve.
That's not a company's valuation. That's not a market cap... That's ONE MAN'S revenue prediction. For selling chips..
> Jensen Huang just said Nvidia will make $1 trillion from AI chips by 2027.. One trillion dollars. From one product. In one industry. That didn't exist 3 years ago..
> Every company fighting the AI war - OpenAI, Google, Meta, Amazon, xAI - is buying their weapons from the same arms dealer..
> Nvidia doesn't care who wins. They sell bullets to every side.
> DeepSeek wiped $600B off Nvidia in January.. Jensen recovered in two weeks and just came back asking for a trillion.. This man doesn't flinch.
The entire AI revolution has one chokepoint. One company. One man. One leather jacket.
And he just named his price.
Polymarket@Polymarket
BREAKING: Nvidia CEO Jensen Huang predicts $1,000,000,000,000.00 in revenue from AI chips through 2027.
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@lookonchain whales stacking leveraged longs on HYPE signals conviction forming early crowd usually arrives after momentum becomes obvious
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Whales are going long on $HYPE. 🐋
0xE7ec opened a 3x long on 267,758 $HYPE ($10.51M).
0x7E4E opened a 2x long on 200,000 $HYPE ($7.87M).
0x535e opened a 10x long on 111,694 $HYPE ($4.39M).
#perps" target="_blank" rel="nofollow noopener">hypurrscan.io/address/0xE7ec…
#perps" target="_blank" rel="nofollow noopener">hypurrscan.io/address/0x7E4E…
#perps" target="_blank" rel="nofollow noopener">hypurrscan.io/address/0x535e…
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@WatcherGuru Bitcoin reclaiming 75K reflects positioning and liquidity alignment proof trend forms quietly before breakout becomes headline
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JUST IN: Odds of Bitcoin hitting $80,000 this month reach new all-time high of 52%
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@BullTheoryio Bitcoin rising during global risk selloff reveals shifting macro perception fact eventually defeats narrative that crypto always follows equity markets
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Dejan Va retweetledi
This is absolutely WILD.
Crypto just had a massive green week while gold, silver, and global stocks wiped out trillions due to the US-Iran war.
Bitcoin is up +11%, reaching $73,000.
ETH is up +13%, hitting almost $2,200.
ETH has also just printed its first green weekly candle after 7 consecutive red weeks.
Total crypto market cap has added over $210 billion this week.
It’s crazy how everything else is dumping due to fear, yet the riskiest and most volatile asset like Bitcoin is up +16% since the war started.
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@AllezLabs Venus flash loan exploit exposes fragile oracle and liquidation design fact eventually defeats narrative that DeFi lending already reached full maturity
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🚨 Earlier today, Venus Protocol's Core Pool on BNBChain was targeted by a supply cap manipulation attack.
$THE asset borrows & withdrawals have been paused. In an abundance of caution, markets with high liquidity concentration have also been paused: $BCH, $LTC, $UNI, $AAVE, $FIL, $TWT
Other Venus markets are unaffected and operating normally.
Here's what we know so far 🧵
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@CryptoMiners_Co @ethereumfndn Ethereum Foundation selling 10M ETH OTC reflects treasury discipline not weakness fact eventually defeats narrative that every foundation sale signals panic
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Ethereum Foundation sells 5,000 ETH to BitMine in $10M OTC deal
The @ethereumfndn has sold 5,000 ETH, worth about $10.2M, to BitMine Immersion Technologies at an average price of $2,042.96 per ETH.
The OTC transaction marks the EF’s second known direct sale to a corporate treasury buyer and will help fund protocol development, ecosystem growth, and community grants.
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@iandebode Hyperliquid turning margin deposits into pmUSDH shows a simple truth idle collateral becomes productive capital fact eventually defeats narrative that DeFi lacks real financial engineering
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This is cool. Prime brokerage coming onchain. First for crypto, soon for equities…!
Native Markets@nativemarkets
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Dejan Va retweetledi
📊 BITCOIN IS DECOUPLING FROM THE S&P 500
Santiment data shows Bitcoin breaking its usual correlation with equities.
Over the past ~5 weeks, the S&P 500 fell ~2.2% while BTC rose ~2.4%, despite geopolitical and macro fears.
During crises, BTC can trade more like a non-sovereign hedge than a tech stock, per Santiment.
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Dejan Va retweetledi
$BTC's Friday move was yet another attempt at a breakout which failed.
But price is still hovering near this range high area and is currently seeing its 7th consecutive green candle in a row.
Pretty interesting price action all things considered. But the same levels all remain in play.
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@WuBlockchain US PPI beats expectations across core and headline measures reinforcing persistent inflation pressure and forcing markets to rethink rate cut timing and macro stability outlook.
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U.S. core producer prices rose 0.8% in January, more than the 0.6% gain in December and well above the 0.3% estimate. Headline PPI increased 0.5%, also exceeding expectations, 0.3% signaling renewed inflation pressure and dampening hopes of easing price trends.
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