Disruptor
354 posts

Disruptor
@Legal_Disruptor
M&A Lawyer (Former @WebberWentzel) | Crypto and NFT Collector | Sol NFTs | Structuring and advising startups, one block at a time, with a Pan African focus 🦁

UXLink's Social Growth Layer enables emerging ecosystems like Sonic SVM, DeAgentAI, and KiteAI to activate users through structured onboarding campaigns. A look at @UXLINKofficial’s partner-facing business model 🧵


ICYMI @trylimitless is on course for our best month ever by an order of magnitude > $75M monthly volume (+100% on previous ATH) > 36k monthly active traders (+1750% on previous ATH) > over 800,000 trades processed (+700% on previous ATH) not done yet. let's go higher


New ATH in monthly fees. Close to $ 800,000 was generated last month 👀



"Why are you always looking for another move down???" Get this a lot and there are two parts to this: 1. In almost all cases where I'm looking for a "sweep of the lows" it's in the context of a lower timeframe move. In nearly every instance over the last few years where I've been looking for a LTF move down my bias on the HTF has been bullish, with the expectation of another macro leg higher regardless of if a lower timeframe move down plays out or not. Most understand this, a few clearly do not. 2. What @LuisFLoureno1 has stated below is KEY to understand. When we are in a ranging environment, we are looking for liquidity grabs in both directions. This is the DEFAULT stance within a range. When we are in trending environments, we are NOT looking for a sweep of the lows from which our impulse (trend) started. This is the DEFAULT stance in a trending environment. And to tie this all together- markets probably spend 4-5x as much time ranging as they do trending impulsively, which means 4/5 times a move off the local lows is not a full on trend reversal but just more chop, which also means 4/5 times you will see me calling for "a sweep of the lows" on LOW timeframes, rather than saying "bottom is in, up only". Although you will occasionally hear me say that too (when I am able to identify a clean impulse off our lows in the 20% of cases that the move off the lows IS actually the start of a full on reversal).

@MacroCRG A dex was hacked and all of its LPs drained.


Gonna be hilarious when $BRETT flips $WIF WHILE WIF is on Coinbase and Brett isn’t yet Then after $brett gets listed it’s gonna shoot up and be trading at 2-6x wifs market cap before u know it You heard it here first. And yes The fact that 90% will be in disbelief when they look back on this tweet while Brett is at 3x less market cap then wif today is what will Make it funny.

Who is driving tokenized treasury growth? Key takeaways from my latest @MessariCrypto report Tokenized treasuries have crossed $5B in market cap, fueling talk that TradFi is coming onchain. But wallet-level data points the other way. Around 64% of tokenized treasuries on Ethereum are held by yield-bearing stablecoin protocols. Over 90% of USCY backs Usual’s USD0++. About half of BUIDL is held by Ethena for USDtb. Across networks, nearly half of all tokenized treasuries are now being used as stablecoin collateral. TradFi may be supplying the product, but the demand is coming from crypto-native users. Tokenized treasuries also grow after market peaks, rising as broader crypto prices cool off. While they don’t trade inversely to the market, this pattern suggests they may be starting to act like a risk-off asset, with demand picking up once sentiment fades. Future growth may stay cyclical if demand is from liquid and venture funds rotating during downtrends. That could change if new integrations take hold, exchanges using them as collateral, or protocols shifting idle assets into treasuries.













