Roor Eid solix
3.8K posts

Roor Eid solix
@RooorEid
Translate. Data entry. English teacher


In early 2024, $10 went into the CeFi index. By the end of the cycle, it became $28. That wasn’t innovation — it was concentration. $BNB alone accounted for nearly 88% of the gains. Trading, payments, settlement — power consolidated as everything else collapsed. Episode 5 of SoSoValue’s $10 Experiment examines how the winners fed on the wreckage.

The $10 experiment is over. What collapsed wasn’t crypto — it was the illusion that narratives create value. What survived was simpler: stablecoins, verifiable execution, and rules that don’t bend. Episode 6 concludes the series — not the end of crypto, but its coming of age. 👇



Why is Bitcoin dropping today? There’s been a lot of noise trying to link the move to MSCI’s DAT rules. But pinning today’s selloff on that is just retroactive storytelling. A price drop does not trigger forced BTC liquidation for these companies, and the proposal itself came out in October. What actually stands out is the last few months: DAT stocks have been sliding while their mNAV keeps getting squeezed. The premium these vehicles used to carry is being erased and the pattern has little correlation with BTC’s own trend. SoSoValue researchers broke this disconnect down in detail. Join the discussion on TokenBar: 👇 sosovalue.com/tokenbar/post/… #BTC #Bitcoin #SoSoValue
