Sancrypt

3.7K posts

Sancrypt banner
Sancrypt

Sancrypt

@sancrypt

Multistrategy Fund Defi ETH SOL | NFT | Top Blur Lender Punk Collector

Katılım Temmuz 2020
5K Takip Edilen7.5K Takipçiler
CW
CW@CW8900·
$ETH filled the first CME gap yesterday. However, a new CME gap has formed at $2117. For a stable bull market, it is better to fill that gap. A decline of this magnitude is ultimately nothing more than noise. Also, that drop has a effect of liquidating high-leverage long positions.
CW tweet media
English
8
5
52
4.3K
Cirrus
Cirrus@CirrusNFT·
All you have to do to make money NFT lending is to fund a loan, hope that one of the riskiest assets on the face of the earth holds its value, that the currency the asset is denominated in holds its value, that no one refinances your loan, and that the platform itself doesn’t get exploited. If you can survive all that, you'll be rewarded handsomely with *checks notes* 5.39% apr pre fees
Cirrus tweet media
English
58
8
414
37.9K
Keith McCullough
Keith McCullough@KeithMcCullough·
INDONESIA: down another -1.6% overnight to -4.4% and we remain short of it via $IDX
Keith McCullough tweet media
English
14
10
153
22.9K
Sancrypt
Sancrypt@sancrypt·
4D chess at play 👇
GC Cooke@Gccooke

Trump is running the most dangerous geopolitical blitz since Bretton Woods. And the endgame isn't a trade war. There's a theory circulating that Trump is running a far more ambitious play -- one designed to collapse BRICS, force China's hand, and lock in dollar dominance for decades. It's bold. It's speculative. And whether you buy it or not, the underlying moves are worth paying attention to: 𝗦𝘁𝗲𝗽 𝟭: 𝗩𝗲𝗻𝗲𝘇𝘂𝗲𝗹𝗮 The U.S. moves on Venezuela's oil, lithium, gold, and rare-earth reserves. Not for regime change — for resource control. China has quietly relied on Venezuelan oil to sidestep sanctions for years. That lifeline gets cut first. 𝗦𝘁𝗲𝗽 𝟮: 𝗖𝗮𝗻𝗮𝗱𝗮 This one's less dramatic but arguably more important. Canada deepens its alignment with Washington — offering diplomatic support, intelligence sharing, and strategic basing access. It's not that Ottawa becomes a puppet. It's that North America starts operating as a single economic and security bloc in a way we haven't seen since WWII. That kind of continental unity sends a message that's hard to ignore. 𝗦𝘁𝗲𝗽 𝟯: 𝗜𝗿𝗮𝗻 With Venezuela compromised, China pivots to Iran for oil. Predictable. That's when the U.S. and Israel escalate — strikes on Iranian nuclear sites, command infrastructure, and oil facilities. China's backup energy source disappears. 𝗦𝘁𝗲𝗽 𝟰: 𝗥𝘂𝘀𝘀𝗶𝗮 Here's where the theory gets really interesting -- and really controversial. The argument is that a back-channel deal is already taking shape. Russia, increasingly squeezed and looking for off-ramps, begins redirecting energy exports toward Western markets. Out of self-interest, not friendship. In return, Moscow gets energy revenue guarantees and a pathway back to the global trading system. Canada, with its existing Arctic and energy ties, becomes the diplomatic bridge. The result is a North American–Russian energy alignment that removes China's last major source of leverage. 𝗧𝗵𝗲 𝗘𝗻𝗱𝗴𝗮𝗺𝗲 BRICS loses its economic foundation. Beijing, cut off from reliable energy and geopolitical allies, is forced to negotiate on American terms, including purchasing U.S. debt at favorable rates. The dollar gets a controlled reset with gold as the backstop, and the global financial system re-centers around Washington. 𝗧𝗵𝗲 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 + 𝗦𝘁𝗮𝗯𝗹𝗲𝗰𝗼𝗶𝗻 𝗟𝗮𝘆𝗲𝗿 Energy price spikes and defense spending flood capital into risk assets. Bitcoin pushes past $200K. Then comes the executive orders: a Strategic U.S. Bitcoin Reserve, funded by seized assets and energy windfalls. But the piece most people are sleeping on is stablecoins. Every USD-pegged stablecoin moving across borders reinforces American financial infrastructure without a single new bank branch. The GENIUS Act laid the regulatory rails. A geopolitical shakeup of this scale would create a demand shock. Stablecoins don't just survive a reset like this. They become the rails it runs on. 𝗧𝗵𝗲 𝗙𝘂𝗹𝗹 𝗦𝗲𝗾𝘂𝗲𝗻𝗰𝗲: Resource control → energy dominance → geopolitical isolation of China → dollar reset + Bitcoin reserve + stablecoin expansion. 𝗧𝗵𝗲 𝗙𝘂𝗹𝗹 𝗦𝗲𝗾𝘂𝗲𝗻𝗰𝗲: Precision chaos → total energy dominance → China's surrender on U.S. terms → dollar reset + strategic Bitcoin reserve + stablecoin expansion. American financial supremacy 2.0. Whether you believe it or not, the pieces are already moving.

English
1
0
5
120
Sancrypt retweetledi
Jack Adams
Jack Adams@JackAdams66·
Lets finally put this $BTC 2022 vs 2026 fractal comparison to bed. Everyone keeps circulating this chart claiming the current price action is a fractal of what’s about to happen next, implying we are about to see another major leg down. But when you actually study the structure properly, the reality is that fractal has already played out. 2022: We saw a triple top fakeout form just above the Monthly Neckline, creating a distribution range before losing the level. Once that neckline failed, price broke down and fell directly into the previous cycle’s ATH, which then acted as the major retest area for the market. 2026: In January we saw the exact same structural setup form again. Same triple top formation. Same monthly neckline sitting below price. Same loss of that neckline shortly after. Same move down to retest the previous cycle’s ATH But here’s the important part. Both of those events already happened. We already lost the neckline and we already retested the previous cycle’s ATH, which historically is one of the most important levels in every Bitcoin cycle. Meaning the comparison between 2022 and 2026 has already completed. That fractal people are talking about is not ahead of us. It’s behind us. Which means what we are seeing today is not the start of another major impulse down but the start of a new Bullish trend. Instead, the current structure is actually showing more similarities to the early stages of the previous Bitcoin bull run expansion phase, where price sweeps liquidity, retests key historical levels, and then begins the next leg higher once positioning resets. From a structural point of view, this type of move is far more consistent with a cycle continuation move, not the beginning of a macro collapse. In my view, the comparison between 2022 and 2026 has already played out, and the market is now transitioning into the next phase of the cycle. Which ultimately puts the next major expansion target around the $110K - $107K $BTC region during the next bull run wave.
Jack Adams tweet mediaJack Adams tweet mediaJack Adams tweet media
English
32
11
90
13.6K
Sancrypt
Sancrypt@sancrypt·
This cycle might look similar — more sideways, longer ranges, and the real breakout probably happens when global liquidity expands again. The cycle could easily stretch into 2026–2027.
English
0
0
0
22
Sancrypt
Sancrypt@sancrypt·
I think people are still stuck in the old “4-year halving cycle” mindset. Bitcoin isn’t the same market anymore. ETFs, institutions, and macro liquidity matter way more now than miner supply shocks. The 2019–2021 run wasn’t really about the halving, it was a liquidity wave.
English
1
0
1
23
Sancrypt
Sancrypt@sancrypt·
🔮 2026 first half: 55k–85k chop mid-2026: recovery toward 90k–110k late-2026: reclaim prior highs year close: ~118k
English
2
0
3
117
Defiant Ghost
Defiant Ghost@TheDefiantGhost·
MUST WATCH: Professor Jiang Xueqin says the plan is to destroy the Middle East until Israel stands alone. Iraq, Libya, Syria already gone. Iran is next to be burned to the ground. This is their agenda. Once that's done, Israel gains total dominance over the region and rebuilds everything in its own vision: "This new image will be one of AI surveillance. So ideas that you have, right, AI, digital currency, digital ID, you're going to face a lot of stiff resistance in America because Americans like their freedom. But hey, the Middle East has been destroyed." "You can now replace your populations with Filipinos, with Chinese, with Indians. And then you can insert microchips into the bloodstreams and now you have this perfect surveillance state where everyone is monitored." "But not only is everyone monitored but their emotions are constantly being calibrated, being controlled by the surveillance state." "And so you basically have a slave state...where all the rich people in the world, they can go to Jerusalem and experience all this transhumanist technology. Organ transplants that allow them to live 150 years."
English
365
3.8K
13.5K
1.6M
Sancrypt retweetledi
The Journey Man
The Journey Man@JM_speakss·
Ok, here’s my honest take. Every piece snapping into place like clockwork. China has spent years dodging Western oil sanctions by quietly sourcing from Venezuela and Iran, keeping its economy insulated from USD pressure. Trump’s non-negotiable mission is to obliterate BRICS, bury de dollarization for good, and reinstall the USD as the unchallenged global reserve currency for the next century. To refinance America’s towering debt load he needs interest rates driven into the ground. To steamroll the 2026 midterms he needs stock markets in full blown euphoria. The cleanest, fastest way to deliver both at once? Precision geopolitical conflict that spikes energy prices, supercharges defence and industrial stocks, floods the system with liquidity, and forces every player back onto America’s chessboard. Connect the dots because they’re not random: - The US moves decisively on Venezuela, securing its enormous oil reserves, lithium, gold, and rare earth minerals. - Canada now fully aligned and openly supporting the US steps up with comprehensive diplomatic cover, logistical bases, intelligence sharing, and even limited expeditionary support. Ottawa’s move instantly locks down the entire Western Hemisphere energy corridor, creates a seamless North American fortress, and sends an unmistakable signal to every ally and adversary: “The West is unified, and America is back in charge.” China’s first major lifeline is severed overnight. - Beijing, panicked, doubles down on its Iranian supplies. - Then, literally last night, Trump green-lights “Operation Epic Fury” devastating precision strikes (with Israeli support) that target the Iranian regime’s command centers, nuclear sites, and oil infrastructure while broadcasting direct calls for the Iranian people to rise up. China’s second critical lifeline is gone in hours. That leaves only Russia. But here’s the masterstroke that’s still flying under the radar…Russia and the US I think are already in back channel talks for a historic deal on energy, trade, and security that brings Russian oil and gas flooding into Western markets. Canada’s rock solid alignment gives Trump the perfect geopolitical bridge…a bulletproof North American energy bloc plus Russian resources creating an unbreakable alliance that completely isolates China. BRICS is dead in one decisive stroke. Once China is totally cut off it has zero leverage left. Beijing will be forced to come crawling back to the United States for everything…oil, minerals, technology, and market access. Trump’s response? “Hold our debt.” America sets the terms. China is handed massive tranches of US debt at favorable rates, the dollar undergoes a controlled, orderly reset, and the entire global financial system realigns under Washington’s leadership. Central banks worldwide have been stockpiling physical gold for exactly this moment as the ultimate backstop and hedge against the transition. And here’s what happens to Bitcoin in the next phase because crypto is the missing piece that turns this from dominance into total supremacy: As the conflict premium hits energy markets and defense budgets explode, liquidity floods risk assets. Bitcoin, already positioned as digital gold and the ultimate inflation hedge, breaks out violently first surging past $200k on pure market momentum and institutional FOMO. Then, once the Russia deal is signed and the dollar reset is underway, Trump drops the bombshell…an executive order establishing a strategic US Bitcoin Reserve. Using seized Venezuelan assets and windfall revenues from the new energy alliance, America becomes the world’s largest sovereign Bitcoin holder overnight. This single move does three things at once: 1. It legitimizes Bitcoin under American control, pulling it away from Chinese mining dominance forever; 2. It gives retail and institutional investors the green light to pile in without regulatory fear; 3. It supercharges the market rally needed for midterm victories.
English
246
317
2.7K
421.4K
Sancrypt retweetledi
Jeff Park
Jeff Park@dgt10011·
If Occupy Wall Street was about the "1%" who rigged the price of capital, Occupy AI is going to be about the "∞" that rigged the price of labor My take on why #OccupyAI will be more existential than we think, and what that means for the resurgence of the crypto manifesto👇
Jeff Park tweet media
Jeff Park@dgt10011

“OpenAI is a nonprofit that now wants a federal backstop guarantee for all new capex investments but also wants to IPO at $1Tn next year for its exclusive shareholders” And you wonder why Mamdani was elected in a landslide

English
49
64
395
200.4K
kook 🏝️
kook 🏝️@KookCapitalLLC·
we aren't even close to bottoming a straight-down nuke phase of this magnitude and duration never turns into a v-shaped recovery now we are waiting for full capitulation and then sideways pa for 6-12 months while we are going sideways, most will get fatigued and move on, leave crypto, declare it 'dead' only then can we resume a new bull market with months and months of up-only it will happen you just have to be patient $btc is still going to $1,000,000 believe
kook 🏝️ tweet media
English
191
53
853
249.8K
Sancrypt retweetledi
JP Richardson
JP Richardson@jprichardson·
The SEC just handed crypto its most important win of the year so far, but nobody’s really talking about it. Here’s what actually happened today, and what comes next.
English
103
475
2.8K
746.6K
Sancrypt retweetledi
Prof. Tonya M. Evans | #CEOofME
Prof. Tonya M. Evans | #CEOofME@IPProfEvans·
The SEC just dropped guidance that cuts the broker-dealer haircut on stablecoins from 100% to 2%. That means stablecoins are now treated like money market funds on a firm’s balance sheet. This is a big deal and here’s why. 1/3 🧵👇🏾
Prof. Tonya M. Evans | #CEOofME tweet media
English
31
186
956
143.7K
K A L E O
K A L E O@CryptoKaleo·
Before everyone freaks out anymore than they already have… This is far from the first time Ray Dalio has warned of the changing world order in the last decade. Here are just a few recent examples:
K A L E O tweet mediaK A L E O tweet media
Ray Dalio@RayDalio

x.com/i/article/2022…

English
43
9
253
58.6K
Sancrypt retweetledi
Emperor Osmo 🐂 🎯
Emperor Osmo 🐂 🎯@Flowslikeosmo·
Some may probably think, what about $SOL? Solana has been doing amazing work in onboarding institutional capital over the past year. However, the $ETH stablecoin moat during the same time actually accelerated towards the end of Q4 2025. - Q1 2025 $3.5T - Q2 2025 $4.4T - Q3 2025 $6.1T - Q4 2025 $13T (2x!) This is expected to grow 10x over the next few years, which means revenue will probably hit another inflection point. $ETH revenue from stablecoins hit an ATH of $1.36b for Q4 2025 Meanwhile, the TXN count also hit another ATH of 2.9m These numbers are insane considering gas remains at all time lows $ETH valuation will continue to remain free so long as growth continues to accelerate and valuation shrinks. Data: @tokenterminal
Emperor Osmo 🐂 🎯 tweet media
Emperor Osmo 🐂 🎯@Flowslikeosmo

I still believe $ETH is trading at basically "free" levels. Fundamentally, the ecosystem has never looked better: - ETH is trading at a $234B valuation - Meanwhile, the ecosystem built on top of it is valued at $293.5B - Most of this ecosystem is largely shifting to stablecoins (non volatile assets), funds, vaults, and sticky liquidity. - 30% of the ETH supply is now staked At a valuation of 0.8x vs. its TVL of $293.5, $ETH is trading at valuations not seen since 2022, when TVL growth shrank meaningfully. Historically, $ETH has traded up to 2x its TVL; at the current valuation, it's basically trading like a dinosaur tech stock that's shrinking or paying hefty dividends. Data: @tokenterminal

English
37
37
277
60.8K