🛸bean.lens (Ø,G)

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@henvaibta ETH dca giá hiện tại được không bác hay đợi sau hơn ạ

[CẦU VIỆN] Xin các cao nhân PTKT chỉ giáo, liệu $TAO có về 220-240$ rồi mới lên tiếp không?

@Backpack_VN Năm mới đánh đâu thắng đó nhé cả nhà

Mừng Tết Nguyên Đán 2026! 🎇 Chúc các bạn mọi điều như ý, nhận lì xì đón lộc bằng cách comment 1 ảnh hoạt động bất kì trên Backpack nhé (vị thế đang mở, lưới hoạt động hoặc point tuần vừa rồi) 🧧 20 USDC cho 5 bạn may mắn, hạn cuối comment 23:59 ngày 17/2 🎇

Check out your Abstract Wrapped recap on @AbstractChain! wrapped.abs.xyz

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@VitalikButerin @eigencloud should be a good option then

We need open source and verifiable self-driving cars

@cryptorinweb3 @nansen_ai @0x_rc Great article, but I think there should be an analytic about the previous $EIGEN unlock (on Nov 1). Who receive the unlocked token? And what they do with the unlocked token ? Selling or staking?

EIGEN: When Protocol Success Meets $47M Monthly Unlocks On October 10, the entire crypto market crashed on the tariff news. $EIGEN dropped 53% intraday, from $1.82 to $0.86. It looked like another market flash victim, but that’s not the full story here. 68% of $EIGEN's most profitable traders exited in the last 30 days. They weren't reacting to the October 10 tariff crash. They were front-running a 24-month supply shock, which had its first unlock on October 1. I pulled the data to see what happened on-chain, because I saw (yet again) too many bullish headlines on my timeline. But I also did it because the narrative didn't match the price action. EigenCloud is thriving: Google partnership, $17.5B TVL (up from $12B in August), Coinbase AgentKit integration, active development across EigenDA V2 and multichain expansion. But here's the problem: On November 1, roughly $47 million worth of $EIGEN tokens will unlock every month for the next two years. That's 13% of today's market cap entering circulation every 30 days. The most profitable traders saw this coming and left early, look at the last 30 days. Smart Money bought some of the dip, but it was mostly one whale who has since gone silent, as per @nansen_ai. Meanwhile, $12.2 million flowed into exchanges over the past week. The October 10 crash was noise and a distraction. The real signal here is timing: who exited before October 1, who bought during the flash crash, and who is staying quiet now. ------ 1⃣ The Exit Pattern: September–October 2025 Here’s what stands out first: 68% of the top 25 most profitable $EIGEN traders over the past 30 days have fully exited their positions. Not partial profit-taking, but full exits. The top performer (“crashman.eth”) made 272% ROI and now holds zero tokens. Second place made 97% and exited. Third made 91% and left. The pattern repeats down the leaderboard. Only 8 of 25 top traders still hold any $EIGEN, and their average “Still Holding %” is just 30%. Even those remaining trimmed 70% of their peak positions. This metric matters more than ROI. High returns with low holding percentages signal early conviction turning to caution. These exits began in mid-September, weeks before the October 10 market flash crash, when price was still above $2. These guys saw the unlock schedule and left early. ------ 2⃣ Where the Tokens Went The timeline matches the October 1 unlock, when $EIGEN became tradeable after months of restrictions. Two days before the first 36.82 million $EIGEN tokens unlock, price collapsed 26%. Top traders acted before that event, selling into exchanges. What looks like accumulation on the surface was actually systematic distribution, at least that's my opinion when I look at this on-chain data. And when we look at the Flow Intelligence of the last 7 days, we see an additional $12.32 million of $EIGEN flowed into exchanges, including $3.44 million directly from those top PnL traders. ------ 3⃣ The Contradiction: One Smart Money Whale Bought the Dip Smart Money holdings grew 68% last month, from 1.4 million to 2.36 million tokens. But here’s the twist: over half of that came from a single wallet, now holding 1.23 million $EIGEN. This whale accumulated throughout September, sold near the bottom of the October 1 unlock, bought higher afterward, and bought again after the October 10 flash crash. A somewhat strange DCA pattern, but more importantly, not broad Smart Money consensus. The rest of Smart Money combined holds around 1.2 million tokens across dozens of wallets, far from convincing to me. Total supply owned by Smart Money sits at only 0.13%. In addition, in the past 24 hours, there has been zero Smart Money activity or other notable inflows. Even the whale is silent. Meanwhile, $EIGEN's price keeps dipping as more Top PnL wallets take profit and supply moves to exchanges, as show in the column to the right in the above screenshot. Two ways to read this silence: - Bull case: Conviction. Holding through volatility, waiting for fundamentals to catch up. - Bear case: Uncertainty. Not confident enough to add despite lower prices. We'll find out November 1. ------ 4⃣ The $47M Monthly Problem Because on November 1, the next challenge is here: more unlocks. The unlock schedule is public information. It's not a secret. But few seem to be paying attention to what it actually means, or put it into some form of context that actually matters and makes sense. The October 1, 2024 unlock lifted transfer restrictions and began a one-year cliff. On October 1, 2025, the first 36.82 million $EIGEN was unlocked. Now starting November 1, another 36.82 million unlocks monthly for approximately 23 months through September 2027. At current prices, that's $47 million hitting current circulation every 30 days. With a $490 million market cap (at time of this writing), these monthly unlocks represent roughly 10% dilution per month. That's heavy stuff. Only 23% of supply is circulating, giving an FDV/MC ratio of 4.5x, meaning 77% is still locked. The top 10 holders control 50% of supply. Most of that sits in protocol wallets, exchange reserves, and VC allocations, all subject to the same vesting timeline. That's continuous selling pressure for two years. Not a one-time event. Those who exited in September weren't reacting to some form of price action. They were front-running predictable supply shocks with known dates. ------ 5⃣ Protocol vs Token: Why Both Can Be True The irony here is that EigenCloud as a protocol is actually doing well. $17.5B TVL (up from ~$12B in August). Google Cloud partnership for AI payment verification. Coinbase AgentKit integration for verifiable blockchain agents. Slashing went live in April. EigenDA V2 launched in July. Multichain expansion is active. Development is real. Adoption is growing. The infrastructure thesis is playing out. But strong fundamentals don't erase bad tokenomics. They are two separate things and because a token belongs to a project, this doesn't mean they sync. $EIGEN's growth story is colliding head-on with a heavy, multi-year unlock cycle that hasn't even fully started yet. This is why I always separate product analysis from token analysis, since they rarely move in sync, especially during vesting periods. Token success requires the protocol to generate enough real demand to absorb $47 million in new supply every month. That's a high bar, even for a project with legitimate traction and size like EigenCloud. ------ 6⃣ November 1: The Real Stress Test I don't know which side wins this: protocol growth or supply pressure. What I do know is what the data shows, and that again, my timeline is full of (only) bullish $EIGEN news. Where have we seen that again? Well, people who have been following me know to which other case studies I am referring to. For $EIGEN, profitable traders exited weeks before the first unlock, with the most successful ones leaving when price was still above $2. One big Smart Money whale accumulated during the crash and then went completely silent. Exchange inflows are rising heading into the next unlock window. The October 10 tariff-driven market crash was the distraction everyone was focused on. The real story is wallets positioning around a 24-month unlock schedule that formally accelerates starting November 1. Pattern recognition takeaway: When Still Holding % drops below 30% among top performers, when exchange inflows spike relative to market cap, and when major recurring unlocks approach, that's usually not your entry signal. November 1 is the next monthly test of that supply cycle. We'll see whether the whale's conviction pays off or the early sellers had the right read. Watch these metrics: 1. Smart Money position changes and more wallets increases their holdings. 2. Other segments, like top 100, top PnL, whales and funds are adding. 3. Exchange flow velocity (does the $12M/week pace accelerate?) 4. Active wallet count (are new participants entering or just existing holders rotating?) The same framework applies to any token with unlocks. The methodology here matters more than this specific trade. On-chain data gives you the same information institutions and funds have. The difference is knowing where to look before the market figures it out. And if you do? You've already outplayed 99% of Crypto Twitter. Source: Trust me bro.

Yas

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@MarginATM Discord Username: bean0207 Lấy quà nè @thanhnx28 @PhucT

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Just collected Solo Leveling + 200 Chakra on Anime ID: Art Festival id.anime.foundation/art-festival/s…

@0xfanfaron Am I safe ??? 👀

sayonara

who’s got their Battle Pass activated?? 🎟️

@0xfanfaron Sorry guys that are standing in the queue. Busy grinding these quests 😂

woke up after 4 hours of sleep to check in and the main issue right now is the queue, which is actually a GOOD sign: we capped server capacity to monitor stability and it’s working: players aren’t disconnecting and most are so hooked they’re not logging off. the game is proving to be EXTREMELY ADDICTIVE, and way more stable than it was just 3 days ago. the queue sucks, but it also proves retention and server stability progress are real. we’re increasing capacity today and exploring more ways to scale, possibly including NFT holder priority. more demand than capacity means we’re doing something right. LET’S LEVEL UP.

@ibryanryan @the77bit @xgacrypto @guanyguan @peikaitan Where to enter this dungeon bro ?

My first @the77bit dungeon boss [Rampage] kill! New players should really consider playing Sentinel! Look at it killing the 1st dungeon boss without potions & just healing throughout the fight! Yes, servers are bad with rubber bandings and all but today felt much much better than yesterday. Give the team some time to sort things out & we'll be having the time of our lives! @0xfanfaron Played 8 hours of it on @AbstractChain & had fun, imagine when its without lags! can't wait!🔥🔥🔥

@0xfanfaron For people that have problem with bitbot automation (the bot did not auto claim), is there any compensate for them after the bug is fixed ? You know that we did not gain any bytes for the whole week right?

just pushed a FAT day 2 hotfix. things are looking GOOD to open up to Battle Pass holders earlier than expected. full details on discord.