David

bitcoin:native got rejected off the 200 MA. It’s May 17 and I am calling it to be making new lower lows in this bear market. Yup, February wasn’t the low this cycle. Bookmark this. Check out vylos.io

There’s barely anyone left in Crypto. Historically this is THE BEST time to buy.

🚨 Going Live on YouTube: TOP 10 CRYPTOS! SMASH THE LIKE youtube.com/live/bjn22jGEf…

I posted this when aerodrome-finance:native was at $0.34 now it’s above $0.55. If you don’t understand why Aerodrome is going to billions of market cap read my breakdown below 👇 thank me later.

aerodrome-finance:native is the third-largest DEX on the planet by volume. Its market cap is $318M. Read those two sentences again. THE BUSINESS - $12.4B in DEX volume over the last 30 days — only Uniswap and PancakeSwap do more - ~$150K/day in trading fees, and 100% of fees flow to veAERO lockers. The team keeps nothing. The purest real-yield model in DeFi. - $454M TVL — the token trades at 0.7x the liquidity it coordinates TOKENOMICS - 54% of circulating supply is locked in veAERO. Voters, not flippers. - Onchain holding data: 96% of wallets haven't moved a single coin in 30 days. Only 3.8% are actively trading. That's diamond-hand structure at the lows. - Mission 70 emission cuts already shrinking inflation - Holder count +23% YoY straight through a -43% drawdown THE JULY CATALYST The part nobody's pricing in: next month Aerodrome and Velodrome merge into one unified cross-chain DEX under AERO. - Expands from Base to Ethereum mainnet AND Circle's Arc chain - VELO absorbed into AERO — one token, all chains - MEV-resistant pools + permissionless listings ship with it The liquidity hub of Coinbase's L2 becomes a multi-chain liquidity network in ~30 days. Dated catalysts this clean are rare. DISTRIBUTION - Robinhood just opened AERO trading to retail - Base MCP is live — AI agents can now route DeFi flow on Base, and agents route to the deepest liquidity - Coinbase's entire onchain strategy runs through Base. Base's liquidity runs through Aerodrome. TECHNICALS - $0.335 — inside the $0.29-$0.40 accumulation band that preceded ~70% rallies in every prior extreme-fear event - RSI(7) at 29, oversold. 23% below the 200DMA. - Flat over 90 days while the rest of DeFi bled double digits. Quiet relative strength. - Fib extensions at $0.62 / $0.70 — a 2x just to fill prior structure. ATH is ~7x away. Extreme fear at 13. A top-3 DEX under a $350M cap. Half the supply locked. A chain-expansion catalyst 30 days out. Asymmetry doesn't announce itself. It looks exactly like this. NFA. DYOR. vylos.io

Track my trades and markets: vylos.io hyperliquid:native

Bottom line: hyperliquid:native is real revenue, real buybacks, and the only major making new highs in a down market. The bull case writes itself. Just respect the unlocks and don't chase it extended. Strength leads, but size with discipline. NFA. DYOR.

While the Fed tanked the entire market this week, one major went straight up. hyperliquid:native is up 22% in 7 days and 190% on the year, pushing new highs while everything else bleeds. It's the strongest chart in crypto, and here's why. Full breakdown below.

Track my trades and markets: vylos.io $COLLECT

Bottom line: $COLLECT is a real product with real backers in a real niche, at a tiny valuation. That's the asymmetric upside. It's also concentrated and thin, so size it like a lottery ticket, not a savings account. NFA. DYOR.

A $28M token in a hot niche in crypto, backed by Michael Rubin (CEO of Fanatics), Ripple and Polygon, just jumped 18% while the market bled. $COLLECT is the RWA collectibles play almost nobody's watching yet. Full breakdown below, bull case and the real risk.

Track my trades and markets: vylos.io bitcoin:native

The honest read: the bottom callers were early, not wrong. The Fed made the path harder and slower, not impossible. This is an accumulation grind for bitcoin:native not a launchpad. Buy fear in pieces, keep dry powder, stop trying to time the candle. NFA. DYOR.

48 hours ago, everyone called the bottom. "Crypto winter is over." Then Kevin Warsh's Fed flipped from rate cuts to rate hikes, and the bounce died on the spot. Here's where crypto actually stands today. Full breakdown below. bitcoin:native