Isaac
4K posts


@DorkChicken Yikes. I was at a bar the weekend silver was over $100 and someone that worked at a major power company told me their company bought silver that week for all their retirement plans. Safe to say they are -45% on the safe haven
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A note to those who care about 2050:
By all rights, I'll likely be dead in the next 20-30 years. I have no children and no interest as to the state of the world in 2050. In that sense, what follows is, therefore, a disinterested and unbiased opinion.
I have no horse in that race. But here's some thoughts...
The homo genus has not evolved over 100s of thousands of years to handle the change now being forced upon us as a species.
It is unnatural, detrimental, and obscene. However, it may benefit certain corporate and political interests.
If I were someone with an interest in the future of humanity, I would be very concerned right now.
Not just about the war in Iran, which I see mostly as a symptom, but not a fundamental issue facing the world today.
More broadly, the world is facing a lot of headwinds.
AI is a threatening force. Deglobalization is a necessary thrust going forward. And war/violence is more often than not becoming the go to remedy.
I'm a bit of an amateur historian and financial philosopher. Prior to WWII, the big NY banks and "powers that be" had no doubt whatsoever that the world would NOT evolve back into another world war.
Hence, the big NY banks invested heavily in post-WWI Germany, believing it to be a safe bet.
In other words, NYSE/Big Bank analysts have a horrible geo-political prediction track record. I think that is being evidenced again.
Anyway, I'll comment further later, but this is just not looking good.
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The new gen of trenchers will NEVER know what it felt like to watch a transaction fail on Uniswap in 2021.
You spot a coin at 200K mcap,
You KNOW this is going to 10M minimum,
You hit swap, the little circle starts spinning, and spinning.. and spinning..
Your whole body is shaking, you can't breathe, you're refreshing etherscan every 2 seconds like a fking gambler..
Then BOOM -> red text.
TRANSACTION FAILED.
Gas too low and you paid $200 in fees(!!)
You scramble to resubmit, hands trembling, cranking gas to $600 for a $40 buy because you're DESPERATE,
Fails AGAIN.
By the time it finally goes through on the fourth attempt you've spent $1200 in gas fees and bought the exact top of a coin that's already retracing.
These axiom kids sniping coins in 0.2 seconds don't know SH!T about real suffering.
We were forged in the fires of failed Uniswap transactions and they have the audacity to call themselves "OG."
Funny stuff

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@CryptoJelleNL Only one holding bullish divergence from April 2025. BR etf staking. Everyone hates it. Let the bullish narratives commerce
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@IsaacRaab yeah paying close attention to eth
could be bottoming before btc just like the last cycle
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Tether printed $10 billion in profit while crypto crashed and nobody finds this suspicious.
- minted nearly $50B fresh USDT in 2025
- pocketed over $10B net profit
- snatched 60% of the entire $311B stablecoin market
- hoarded $141B in U.S. Treasuries
- stacked $17B gold + $8B Bitcoin on top
- kept $17B in shady secured loans they swore they’d kill
- ballooned supply to $186B
- exploded while BTC dumped 40% and millions of traders got wrecked
They sold you USDT as the safe, trustworthy backbone of DeFi.
Lies. They minted the liquidity that let whales liquidate you while their war chest hit all-time highs.
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Energy isn’t just another narrative, it’s becoming one of the most important sectors moving forward. Projects positioned correctly will capture that shift.
OvenVPP 2.0 feels like a step into that next phase.
Excited for what’s ahead.
OpenVPP@OpenVPP
OpenVPP $OVPP 2.0 is now live on Aerodrome. Official CA: 0x8C0d3ADCF8Ce094E1aE437557Ec90A6374dC9BDD Official Links: Web - openvpp.energy World - world.openvpp.energy TG - t.me/OpenVPP DEX - dexscreener.com/base/0xe2444fa… With over 300 MWHs onchain and $25M in Tokenized EVs as RWAs, The Internet of Energy is just getting started on what comes next ... $OVPP 2.0 Rails for the decentralized electric grid.
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@Mattertrades You do realize eth hasn’t broken its uptrend since inception. Eth is also the only asset in crypto holding a bullish divergence from April 2025
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I’m only interested in accumulating $ETH sub $900 that’s where I see equilibrium once leverage is purged and reflexivity unwinds. (Throwback to buying eth sub 900 nft days)
For now, the music hasn’t stopped but it’s clearly losing tempo relative to outsider factors
A 25–30% equity drawdown, or even a prolonged cross-asset grind lower (metals included), forces a repricing of risk across the board. Crypto doesn’t decouple in liquidity contractions it amplifies them.
Under the surface, ETH is structurally fragile.
293K ETH ($550M) sits in clustered exposure tied to large wallets including flows associated with Joseph Lubin with liquidation pressure concentrated around 1.33k–$1.36k.
Higher up the curve, another 356K ETH ($670M) linked to entities like Trend Research is positioned in the 1.56k–$1.69k range not immediate, but part of the same convex structure+ many such similar cases
Aggregate that, and you’re looking at 1.7B+ in tightly packed liquidation bands across venues tracked by Coinglass. Latent supply
Once price trades into these zones, liquidations stop being linear events they become self-reinforcing flows. Forced selling begets more forced selling. Depth evaporates. Volatility expands.

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$CRCL up 110% in like two weeks after a good earnings report…
didn’t even get filled on this, thought we would have seen lower.
hopefully they give us entry again before this thing goes back to ATH…

lyxe@cryptolyxe
not specifically a coin but i would say Circle stock $CRCL pretty similar to this, currently doing 3x the processing volume of visa with a stock at 14b think it can still see more blood until a reversal but stablecoin infrastructure going be one of the better narratives over next few years personally DCA’ing $30 - $45
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@JoshReynolds24 Tarik skubal doesn’t give a rats ass. 400m of not giving a f
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@AltcoinSherpa You don’t even know how to trade majors and you’re telling ppl to find outliers? lmao. You pat yourself on the back just for watching charts & missing longs
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