Nikita
1.1K posts

Nikita
@Nikitaujh
Bitcoin believer hodling for the next financial chapter #BTC
Katılım Kasım 2024
362 Takip Edilen153 Takipçiler

tis only in crypto a token can be pumped and then dumped -91% in 1 hr
more reason why this space isn't taken seriously
and someone will say this is organic
only regret is not catching the short
ggs to @teddi_speaks for catching
60000% profit on a crime

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Solstice Farmers rn
Registration: $7
Airdrop claim: $2.5
rugged in airdrop farming 😂
InfoSpace OG@InfoSpace_OG
Solstice is Vesting the $SLX Airdrop TGE Unlock, then Vesting over 3 or 9 months depending on your choice Unlock 1- TGE Unlock 2- TGE +41 Days Rest daily from TGE +42 Days 🔐TGE Unlock based on your rank 🚄Highest unlock is 25% at TGE Then you decide how long to vest 📅For 3 months vesting, you have to maintain your average weighted TVL 📆For 9 months vesting, you don't have to do anything What do you think about this?
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$SLX goes live on Binance Alpha today. Here's what matters.
Solstice Finance Solana-native DeFi. USX synthetic stablecoin backed 1:1 by USDC/USDT. YieldVault delta-neutral strategy, 21.5% returns in 2024. $400M+ TVL. Backed by Deus X Capital, Galaxy Digital, MEV Capital. No early VC allocations.
❯ Polymarket is pricing the day-one FDV like this.
• $100M: 93% YES
• $150M: 71% YES - ICO priced here
• $200M: 56% YES - slight lean bullish
• $250M: 35% YES
• $300M: 27% YES
All probabilities moved up since this morning. $200M just flipped to majority YES at 56%. Market is getting more confident into launch.
❯ The one thing to watch.
50% of total supply unlocks at TGE today 500M $SLX hitting the market in one event. Real protocol, real yield, real TVL. But that unlock is real too.
send it to $1

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Everything Crypto ICYMI – Saturday’s Edition✍️
---
🇺🇸Macro & Policy
•Pro-crypto Kevin Warsh officially sworn in as Federal Reserve Chair, replacing Jerome Powell.
•SEC approves Nasdaq $BTC index options trading.
•SEC delays plan to allow
blockchain-based tokenized stocks.
•Senate leaves Washington until June with reconciliation bill unfinished — CLARITY Act may be pushed to July.
•U.S. oil inventories saw a record 17.8M barrel drawdown; SPR at lowest since July 2024.
•U.S. banks currently sitting on ~$306B in unrealized losses.
•Stock vs 10Y Treasury correlation hits most negative level since 1999.
---
📊Market & On-Chain
• $BTC dropped below $75K → over $400M in long liquidations.
• $BTC has more than doubled in 5 years, while $ETH remained largely flat.
•Gold slipped below $4,500 (-0.94%).
• $ETH showed bearish breakdown leveraged longs being flushed (@cryptoquant_com)
---
🏦Institutions & Adoption
•Citigroup now processes billions in tokenized deposits (up from millions YoY).
•@jpmorgan’s Kinexys surpassed $1T in transactions.
•Tokenization seen as enhancement, not replacement of TradFi.
•@StateStreet & Galaxy launched tokenized cash management fund (SWEEP).
•@FalconXGlobal & @SygnumOfficial partnered to launched tokenized institutional credit product.
•Taurus secured EU MiFID II license for tokenized assets.
•BlackRock opposed OCC’s 20% cap on tokenized reserves.
---
🏢Real-World Assets (RWA) & Tokenization
•@PhoenixTrade building fully on-chain RWA perpetuals on @solana.
•@StarcoinGP RWA Launchpad (ERC-3643) entering pre-launch on base
→Dual-backed assets + automated compliance
•@Figure & @credibly360 partnered to tokenize SMB loans
→$24B+ already originated via Figure ecosystem
•@onrefinance raised $5M
→Tokenized reinsurance platform on solana
→$750B market exposure
•Africa Digital Assets Summit launched Kenya Token ( $SOL )
→Infrastructure + social impact funding
•Tokenized Treasuries hit ATH of $13.7B
→Led by @circle, @Securitize, @FTI_US
---
📈Protocols, Fees & Growth
•@HyperliquidX ($HYPE) hits ATH → $15B market cap
•HyperliquidX leads 24H fees → $2.3M (ahead of @trondao $1.2M)
•21Shares @HyperliquidX ETF hits:
→$37.2M AUM
→$24.4M inflows (week 1)
•Coinbase: avg $USDC holdings hit record $19B (Q1 2026)
---
💸Tokenless Perps (30D Fees)
TradeXYZ dominates — more fees than next 2 combined
•@tradexyz — $5.76M
•@ostium — $2.38M
•@gmtrade_xyz — $2.29M
•@extendedapp — $1.99M
•@nadoHQ — $1.47M
•@Antartic_Ex — $1.39M
•@worldmarketsinc — $611K
•@DecibelTrade — $441K
•@Dreamcash — $312K
•@etherealdex — $163K
---
🔐Privacy Sector Rising
Narrative shift: privacy = necessity (hacks, wallet drainers, doxxing)
Top Projects by FDV:
•@Zcash — $8.78B
•@monero — $7.09B
•@CantonNetwork — $5.91B
•@MidnightNtwrk — $763M
•@zano_project — $164M
•@zerobasezk — $162M
•@ethstatus — $67.7M
3 Tiers:
→Retail privacy coins
→Institutional/compliance infra
→Programmable privacy L1s
---
🧠DeFi & AI Agents
•@Lighter_xyz announced → RFQ system for institutional RWA liquidity
•@variational_io → $50M raise + RWA perps
•@aave → @monad expansion proposal is live
•@injective → launches Policy Institute (DeFi, stablecoins, regulation)
---
⚙️Ecosystem Updates
•@THORChain proposes post-exploit recovery
→No new RUNE will be minted or sold
•@nadoHQ Season 2 updates:
→Volume-based rewards (300K–950K weekly pool)
→$100K trading competition
→Referrals V2 + RWA collateral incoming
→Season 1 points fully preserved
---
🔓Token Unlocks
• $SOON @soon_svm → $3.66M (May 24)
• $SOSO @SosoValueCrypto → $4.80M (May 24)
• $TON @ton_blockchain → $49M (May 24)
• $CC @CantonNetwork → $23.3M (Ongoing daily)
---
📈Daily Movers (24H)
•Top Gainers: $NIGHT, $CC, $WLFI, $DEXE
•Top Losers: $TON, $TAO, $SUI, $BCH, $HYPE
---
Found this useful; Like, Retweet & stick around for next weekend’s breakdown by order of the Peaky Blinders✍️

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Hey guys
@PythNetwork just dropped new commodity price feeds Cocoa
Coffee
Raw Sugar
Live Cattle
Over 3,000 price feeds.
One clean API.
One subscription.From crypto assets to real-world commodities Pyth is quietly becoming the backbone for onchain global markets.#Pyth #Commodities #DeFi #RWA

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Everything Crypto ICYMI – Friday’s Edition✍️
---
🏛️Macro & Global
•@POTUS to swear in Kevin Warsh as new Fed Chair today (replacing Jerome Powell)
•US–Iran agreement reportedly finalized via Pakistani mediation
---
📊Market & Sentiment
•Crypto liquidations: $287M ($HYPE shorts: $40M)
•Fear & Greed Index: 29 (Fear)
• $BTC ETFs were able to see 5 consecutive weeks of inflows
• $XRP +4,300 wallets in 24H (4th largest spike in 2026 → potential reversal signal)
---
💳Stablecoins & Payments Infrastructure
•@Pumpfun introduces $USDC liquidity pools (better stability + distribution)
•Gasless stablecoin transfers live on @SuiNetwork
→ $USDC, $FDUSD, $USDY, $USDB, $AUSD, $SuiUSDe, $USDsui
•Japan officially recognizes stablecoins as legal payment methods
---
🏗️Infrastructure & Ecosystem
•@chainlink SVR integrated into @aave V4
→New revenue stream via liquidation MEV
•@pendle_fi launches Trading Alert Bot
•@Polymarket launches pre-IPO markets
•@solsticefi postpones TGE (May 25)
---
🤖AI x Crypto
•@HaunVentures raised $1B (focus: AI agents + tokenization + infra)
•Tokenopoly launched AI real estate agent
→Autonomous buying/selling of tokenized US homes
•@animocabrands betting on AI agent economy
→Wallet-native agents + payment rails
---
🏢Real-World Assets (RWA) & Tokenization
•Total RWA market hits ~$38B
•@ethereum dominates RWA TVL (66.8%)
•Fastest-growing tokenized stocks led by STRCx (+3,217%)
RWA holders exceed 794K across major chains
---
🧱Institutional Expansion
•@Figure: $1B monthly loan originations
•@coinbase launched tokenized credit fund (CUSHY)
•@BlackRock pushed back on tokenized reserve caps
•@FalconStable Integrated tokenized @Tesla as collateral
•@centrifuge brings Apollo & Janus credit to @monad
---
🏢Tokenization Infrastructure Scaling
•@Datavault_ai launches $150M gold tokenization program
•@MetaCompHQ launched tokenized gold services (XAUT lending + transfers)
•Apex & Truleum launch DFSA-regulated tokenized fund (Dubai)
•Cayman Islands registered 9 tokenized funds (new framework)
•NUVA raised $5.2M for RWA vault marketplace
•@SeedliCapital raised $20M for RWA expansion
•AI Financial acquired BlockSt_HQ (tokenized infra expansion)
---
🎮GameFi
•Top chains by growth:
→@base +23.57%
→@ton_blockchain +22.74%
→@solana +13.82%
---
📈Market Structure & Derivatives
•@HyperliquidX-linked ETF sees $22.3M inflows (week 1)
---
🔓Token Unlocks
• $MBG @multibank_io → $8.32M today
• $CC → @CantonNetwork $23.3M Ongoing daily
• $TRUMP → $14.9M Ongoing weekly
---
📈Daily Movers (24H)
🟢Gainers: $NEAR, $HYPE, $XLM, $DOT, $ONDO
🔴Losers: $ZEC, $TON, $XMR, $XRP, $CC
---
🎯Found this useful, stay tuned for tomorrow’s final weekend Update by order of the Peaky Blinders✍️

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it’s a bullish 🍕day with WEEX
•two teams•one verdict•one reward•
Bullish Team 🍕-- 25 lucky winners
BTC closes > 80,000 USDT
→ team wins 250 USDT
= 100 USDT Bull Pool + 150 USDT winner bonus
Bearish Team🍕-- 25 lucky winners
BTC closes < 80,000 USDT
→ team wins 250 USDT
= 100 USDT Bear Pool + 150 USDT winner bonus
note:
✅To qualify;
• pick your Pizza team
• state $BTC prediction & your reason
• drop WEEX UID
• #WEEXPizzaDay
• deposit over 100 USDT & get extra 200u position bonus
••get started now: app.sensor.weex.tech:8106/t/pjA
you can include your chart view also
#WEEXPizzaDay

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$HYPE just flipped $SOL by FDV.
$54.57B vs $54.22B. Arkham confirmed it this morning.
But the number that actually tells the real story isn't the FDV. It's the circulating market cap gap.
$SOL circulating mcap: ~$50B
$HYPE circulating mcap: ~$13.3B
Same FDV. 4x difference in circulating supply. That means $HYPE still has 75% of its total supply yet to hit the market. The FDV flip happened with a fraction of tokens unlocked.
That's either the most bullish setup you've seen in a while, or the most dangerous overhang depending on how you read unlock schedules.
➛ Here's how I read it.
Hyperliquid started as a single app. A perps DEX. No VC money, no foundation grants, no ecosystem fund handouts. It grew because traders actually used it and the product was genuinely better.
Now it has $1.93B TVL, it's generating more daily protocol revenue than Solana, and its FDV just passed one of the top 5 chains in crypto.
That progression, app → ecosystem → L1, happened faster than anything I've seen this cycle.
➛ The revenue piece is what I keep coming back to.
FDV comparisons are narratives. Revenue is real. When a chain consistently shows up at the top of daily fee rankings next to Ethereum and above Solana, the market is starting to price something structural, not just momentum.
‣ Hyperliquid 24h revenue: consistently top 3 globally
‣ Solana 24h revenue: meaningful but declining relative to Hyperliquid's trajectory
‣ Most other L1s: not even in the conversation
The "revenue chains" framing is the right lens here. In the last cycle everyone priced TVL.
This cycle the market is starting to price actual cash flow. Hyperliquid is winning that race.
➛ What I'm watching.
The unlock schedule is the real risk. 75% of supply still locked means significant future sell pressure if the team and early community decide to exit.
No VC overhang is bullish, but team allocations still exist.
$HYPE ETF is also reportedly in motion. If that clears, the circulating mcap gap starts closing with institutional demand on the other side of unlocks. That changes the math significantly.
$SOL at $86 is down 71% from ATH with Alpenglow coming late 2026. $HYPE at $56 with most of its supply still locked just flipped it by FDV.
One of these two is mispriced. I know which one the market is currently betting on.

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This is the 3-step check I run on every token before I size in.
Most traders stare at the chart first.
I care more about who’s holding and whether the setup is even safe.
1️⃣ Security Indicators
If the contract throws red flags, I don’t waste another minute.
2️⃣ Holders tab
I check wallet distribution before price action.
Too much concentration = easy skip.
3️⃣ Liquidity + Trending Pools
I want to see stable liquidity and real momentum, not one random spike getting shilled on the timeline.
Ran this process on $TOKEN earlier today on GeckoTerminal.
Looked good at first… but holder distribution changed my mind, so I stayed out.
That’s the difference between trading noise and trading with a system.

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