Derm

@jords Thoughts?

if you wanted an entry into $HYPE this is a pretty reasonable opportunity (if you think markets go up) the regulatory uncertainty is far clearer after yesterday's announcement (imo) and the annual buy pressure increased 9 figures. it's the same price as it was a few weeks ago

Agentic payments is the Trojan horse for tokenization to reach the mainstream

@LukeGromen @GoldenRule_LLC Do we expect the 10yr to trade up more? Trending up since September

“10y at 4.4 means Trump says ‘No more war.’” @GoldenRule_LLC

@hotpot_dao Study independent thinking

I’m pretty torn tbh on btc. some of my og btc whale friends completely left crypto, telling me the are not sure if the wall-streetification is good ( nor necessary) others just told me to chill and believe / trust as usual, independent thinking is a must-have but the external inputs have been the most polarizing for the last 8yrs since I joined this industry

@brettpalatiello study

Canton's proponents would be on much stronger ground if they simply said: We are permissionless against the only adversary that matters for our use case: institutional participants with competing commercial interests. A single institution or small coalition cannot corrupt our social consensus. We make no claim beyond that, and we don't need to. The best argument they can make is that permissionlessness is a relative construct. Relative to the relevant threat model. For Ethereum, the relevant threat model is nation states, which is the ultimate form of permissionlessness. For Canton, it's institutional participants with competing commercial interests. So, they can say permissionlessness is the cost to corrupt social consensus minus the ability of the relevant adversary(s) to corrupt it.

@JasonYanowitz Given the issues between equity and token, its reasonable to assume most of this cash will never be given to tokenholders nor spent well

I've never seen tokens be this hated. Layer3 has $19M in cash and trades at $10M market cap. Think we'll look back at this moment as a historic opportunity for token buyers.

"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.