Derm

"The only real question is whether crypto builds and funds its own institutions fast enough to keep economic value onchain instead of bleeding it out to TradFi" ^Fatal belief that likely leads to poor capital allocation Crypto needs to build a financial system that provides more economic opportunity than TradFi, such that capital is begging to go onchain

Good chances that BTC Feb 2026 = Gold Nov 2022

@hellahungry78 @Matt_Hougan Its similar to the argument that the 2022 bear market really started May 2021 when the retail mania peak (Elon Doge SNL)

Man i usually agree with you but hard disagree here. Bitcoin made a new all time high around october 2025, how on earth can you call that a bear market that started in Jan 2025? No one cares about alts. Do we say oh penny stocks didnt participate so the stock market is in a bear market?

@AltcoinSherpa Let's dream again

A man can dream...Please be the bottom for #Bitcoin...

Its now or never. Double bottom or bust

Crypto markets are so bad, I’m exploring trading strategies in prediction markets……

@DonAlt Just invert the chart and you would definitely think its a short

$SOL Worst range in crypto This thing needs to go Like even IF it's bullish (and that's a big IF with a chart like this) I'd prefer a break and reclaim at this point

2026 will define the next 5

2026 will be a defining year

@qthomp Quinn Pumpson

FOMC day has arrived where per usual we will not learn anything new from Powell. The Fed's end to QT has already been leaked to big bank strategists and the WSJ, they will cut at their next two meetings to stay consistent with September dot plot and market expectations, and they will continue to prioritize supporting growth while avoiding public acknowledgement that their inflation target has shifted up to ~3%. Fast forward a few hours and Trump will be touting his meeting with Xi as the most successful and important meeting any US president has ever had. There will be talks of a grand deal made that can now provide certainty to corporates and consumers globally. After this, event risk rolls off significantly into year end. It is extremely difficult to be fearful of a market boogeyman when corporate bond yields are at 3.5 year lows, mortgage rates are at 3 year lows, oil is at 4.5 year lows, the Fed is cutting in 4/5 consecutive meetings and ending QT, fiscal deficit spending is still running rampant and OBBA incentives plus other election year stimulus measures begin next quarter. These next few quarters will likely remind everyone why Trump got his President Pump nickname.

@malekanoms I'd rather bungee jump

If you are new to commodity markets like Gold and Silver you should know that they take the stairs up and the elevator down. This is in contrast to crypto that bungee jumps. up and down.

Patience

@0xkyle__ social media amplifies the issues found in society

can't tell if social media is cooked or the world is cooked or both

It’s time to dream again 🫡

DATs are trending toward being negative gamma vehicles

@malekanoms Sounds like the ETFs should just use LSTs

Complaining that Ethereum's unstaking queue is inconvenient for ETFs is like complaining that Bitcoin's high hash rate is a problem for mining stocks. (if you don't understand the comparison then time to brush up on your cryptoeconomic security). A protocol should never optimize for the needs of passive investors. It should optimize for security, for which the coin's value is only one component, and the demands of passive investors is an even smaller subset.