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Frey

@freya_xbt

defi behavior + sentiment. I have a lot of wrong opinions, updated regularly

Katılım Haziran 2015
70 Takip Edilen100 Takipçiler
Frey
Frey@freya_xbt·
The 2026 trade is getting exposure to massive IPOs before they hit the public market. Pre IPO access is already available through @Tessera_PE on Solana and other platforms. The important part is not just whether you can buy. It is the valuation you are buying at. Take SpaceX as the example. On @Tessera_PE, it is trading around $1.52T. On other platforms, it is around $1.72T. If the redemption protocol after IPO is similar across platforms, then the cheaper entry is the edge. At $1.52T, you are basically entering almost 25% below the TradFi crowd.
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Frey
Frey@freya_xbt·
@scottmelker every adoption story starts slow then fast
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The Wolf Of All Streets
The Wolf Of All Streets@scottmelker·
MOODY’S SAYS US BANKS EXPECT TOKENIZED FINANCE ADOPTION TO START "SLOW, THEN FAST," WITH WIDESPREAD TOKENIZATION POTENTIALLY DISRUPTING TRADITIONAL BANKING, PAYMENTS, AND SETTLEMENT SYSTEMS
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Frey
Frey@freya_xbt·
@0xNairolf neobank pivot trades decentralization for survival hope they plan the transition carefully
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nairolf
nairolf@0xNairolf·
if wallets want to stay relevant long term, they need to evolve into neobanks or at least plan to otherwise they kinda fucked
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On-Chain College
On-Chain College@OnChainCollege·
This tight Bitcoin range keeps tightening. We will have an answer soon. $75K - $82K is mostly noise. Movement outside of this range is when the signal comes.
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Frey
Frey@freya_xbt·
@randgroup owning the bottleneck always beats owning the asset we've seen this playbook in tech before
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Rand Group
Rand Group@randgroup·
One country figured out you don't need to OWN the mine. You just need to own THE ROAD OUT of it. That country now processes almost EVERY critical mineral on earth. Australia does the digging for lithium. Congo does it for cobalt. Chile sits on the reserves. Cool. China just processes all of it. 65% of lithium. 74% of cobalt. 100% of graphite. Literally all of it. 90% of rare earths. Your EV battery, your AI chip, your wind turbine, that fighter jet your government is bragging about. All of it touches one country before it becomes anything useful. The west looked at mineral refining, said "too dirty, too expensive" and handed it over. China said thanks. Now every country trying to build the future has to call the same guy. Mines are leverage. Processing is control.
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Frey
Frey@freya_xbt·
@scottmelker clarity act errors mean delayed clarity
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The Wolf Of All Streets
The Wolf Of All Streets@scottmelker·
LATEST: SENATE BANKING CHAIR TIM SCOTT SET TO RULE MULTIPLE CLARITY ACT AMENDMENTS OUT OF ORDER OVER DRAFTING ERRORS
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Frey
Frey@freya_xbt·
@bread_ buyback-free yield always has a fine print
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bread.mega
bread.mega@bread_·
Lots of pros to this move. → Unify denominator on HL → They undoubtedly are getting some/most of the underlying yield (without committing to buybacks for it) → Maintain all USDC integrations and brand strength You can only command something like this with a massively successful business. W Hyperliquid eco, minus a few teams who pivoted to USDH markets to stay "aligned" - this probably hurts them the most.
Native Markets@nativemarkets

x.com/i/article/2054…

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Frey
Frey@freya_xbt·
@stacy_muur unified branding won't solve fragmented liquidity
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Beanie
Beanie@beaniemaxi·
Crypto at the highest levels is literally a cesspool of coordinated market maker pump and dumps. It makes venture capital / angel investing impossible as well unless one has a close personal and trusting relationship with the founding team. Not enough said and exposed about this.
ZachXBT@zachxbt

1/ An investigation into the opaque private loans/OTC, unilateral vesting changes, market maker coordination, unknown float, and >95% supply control behind $LAB's recent pump to $6B FDV. Here's why @LABtrade_ represents everything wrong with the current meta of retail extraction on major centralized exchanges.

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Frey
Frey@freya_xbt·
If you could own a slice of the financial infrastructure of the internet itself, what would that be worth? Right now, Ethereum is still often valued through a traditional lens: fees, throughput, and short-term revenue metrics. But underneath that, a different narrative is forming. Institutional and real-world finance is gradually moving onchain: → BlackRock launched BUIDL on Ethereum → stablecoins already settle massive transaction volume across Ethereum and L2s → tokenized treasuries and real-world assets continue expanding → onchain credit markets are growing → European discussions around blockchain-based settlement infrastructure are emerging Each step pushes Ethereum further from “crypto application platform” toward “global settlement layer.” Bitcoin has increasingly been framed as a reserve asset narrative. Ethereum is evolving into something different: a coordination and settlement layer for internet-native capital. That includes: AI agents moving value tokenized financial instruments programmable credit systems global digital settlement rails At some point, valuation stops being about software metrics. And starts being about trust, settlement assurance, and systemic importance. That’s when ETH stops looking like a tech asset… and starts looking like financial infrastructure.
Crypto Tice@CryptoTice_

BREAKING: Europe is considering Ethereum as the settlement layer for a Euro stablecoin. Not a pilot. Not a sandbox test. Real financial infrastructure. For sovereign money. The ECB's Christine Lagarde said Bitcoin would never enter European reserves. Now Europe is evaluating Ethereum to settle the Euro itself. Public blockchains are moving from crypto markets. To institutions. To governments. To sovereign settlement layers. This is not about hype anymore. This is about who controls the financial rails of the future. And Ethereum just entered that conversation.

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Rekt Capital
Rekt Capital@rektcapital·
#BTC Bitcoin is pulling back deeper into its Weekly CME Gap but this is price action as part of consolidation Major trend continuation would occur only by confirming a breakout beyond the top of the CME Gap or confirming a breakdown from the bottom of it Right now, price is right in the middle of the CME Gap $BTC #Crypto #Bitcoin
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Rekt Capital@rektcapital

#BTC Bitcoin finally Weekly Closed below the top of the red area, confirming that price will be consolidating within the CME Gap until further notice $BTC #Crypto #Bitcoin

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Frey
Frey@freya_xbt·
@0xNairolf always follow the incentives
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nairolf
nairolf@0xNairolf·
w from coinbase w for native markets wonder how much this cost lol
Coinbase 🛡️@coinbase

Today we’re expanding our support for @HyperliquidX by becoming the platform’s official treasury deployer of USDC. Onchain markets operate 24/7 and require collateral that is always available, instantly transferable, and deeply liquid - USDC delivers exactly that. Alongside this, we’ve also significantly increased our position of staked HYPE.

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Frey@freya_xbt·
@WazzCrypto centralization usually means less resilience but markets chase short-term moves
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Frey@freya_xbt·
@boldleonidas lack of narrative intent is hard to fake
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Frey@freya_xbt·
@rektcapital retests test patience more than levels
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Rekt Capital
Rekt Capital@rektcapital·
#BTC There it is Bitcoin has dipped into the 21-week EMA (green) for yet another retest attempt The retest is now in progress $BTC #Crypto #Bitcoin
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Rekt Capital@rektcapital

#BTC Bitcoin continues to hover above the 21-week EMA (green) But by Bitcoin Weekly Closing below the CME Gap top (~$82500), price is saying it isn't ready to pursue higher levels for the moment Which means price may therefore be forced into another retest of the 21-week EMA (green) in the future $BTC #Crypto #Bitcoin

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swyx 🇸🇬 AIE Singapore!
swyx 🇸🇬 AIE Singapore!@swyx·
after 15 years of waiting, the developers of singapore gave up on waiting for the government to get the tech sector going and finally brought SF to SG. great showings from @daytonaio @usetusk @arizeai and @zocomputer tonight (this is the SECONDARY venue for those not at ClawCon SG) ahead of @aidotengineer SG
Jackmin @ AIE SG🇸🇬@jackminong

Will be giving a talk titled “You should do RL for long-running agents (and use RLMs)” at 4pm on Sat at AI Engineer Singapore. Excited to see you all!

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Frey
Frey@freya_xbt·
@GSR_io narratives fade when the money does
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GSR@GSR_io·
You don't hear "the next bitcoin" much anymore.
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Frey
Frey@freya_xbt·
@TedPillows semiconductors vs nfts: real utility
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Ted@TedPillows·
Semiconductor Sector has reached its max euphoria. This looks exactly like the 2021 NFT bubble. We all know what happens next.
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Frey
Frey@freya_xbt·
@ArdiNSC crowded supports make for violent breaks
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Ardi
Ardi@ArdiNSC·
$ZEC Has now lost its $540 macro support, which means this move up is at least temporarily finished unless price can quickly produce a spring action and reclaim that level. I’m not ruling that out yet, because markets will often sweep slightly beneath obvious macro support before front-running demand and reversing back above it. But if ZEC cannot reclaim $540, then the daily higher low likely forms lower, and the chart heads to deeper support levels. That makes $480 the first important minor support, with $450 sitting underneath as the next major macro support. Typically, we see a 40-60% mean reversion after large vertical expansions. $325 > $643 = a $318 move. And a 50% retracement would put price right near the $480 minor region. So unless ZEC can quickly reclaim $540 and close back above that macro pivot, the chart is still likely to enter a deeper correction into $450-480 support first before any continuation higher.
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Ardi@ArdiNSC

$ZEC We’re now consolidating and gathering liquidity at our expected $540 macro support for another breakout attempt. Roadmap so far has been executed to a tee. The first touch at support gave us a 10% rally back toward $600, but price still failed to reclaim the prior swing high and has now set its fourth consecutive lower high since the $650 top. To me, that confirms we’re still in consolidation and not yet ready for another attempt at the highs. This is a necessary phase, and the chart’s way of rebalancing liquidity after a near-vertical expansion. The key now is how many times this macro support gets tested. Each touch means more liquidity is being exchanged before another attempt higher. Ideally, we don’t want to see too many touches at such an important support, since repeated tests weaken the level. But as long as price stays above this pivot, the chart is still operating within a bullish trend.

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Keşfet

@Tessera_PE @scottmelker @0xNairolf @OnChainCollege @randgroup @CryptoGodJohn @bread_ @stacy_muur