Crypto Lion
2.2K posts
Crypto Lion
@leumar
crypto investor, hodler, early supporter, 3rd bull run, lessons learned $ETH $TAO $JUP $DSYNC, - no financial advice
Entrou em Ocak 2008
1.4K Seguindo4.4K Seguidores
While everbody is stressing about price action.
1M chainlink tokens left exchanges since saturday..
2 days back 2 back 500k Chainlink $link tokens gone. (Around $4,3M per Day)
looks like someone is scooping cheap LINK.
English
$LINK $GLINK The repricing of Chainlink will be studied for a long time. Will be one of the most violent moves to the upside and will defy all logic once markets catch on.
Smart Big money players are accumulating quietly while many are absolutely clueless.
Just know that triple digits is FUD.
Mark this post.
We will revisit this post in a few years or so when $LINK hits high triple digits.
English
For the people who doubt whether the $GLNK ETF affects the token price of Chainlink $LINK
the answer is YES.
If they are out of shares, they have to buy new tokens for their TRUST to back up. ... Chainlink
Greyscale already has bought and hodl 7,2M real $link tokens.
English
@YazanXBT @MustacheTommy it's too complicated to buy with a custody wallet. it is just not userfriendly yet. if you put the wrong adress everything is lost. this doesn't happen with etfs
English
He's not wrong.
If everyone holding Bitcoin on centralized exchanges would move their Bitcoin to self-custody wallets, the shortage of the available supply will shock the market.
If people that bought Bitcoin ETFs were to sell their ETF, realize their losses and buy spot Bitcoin then move it to a self-custody wallet we might see a parabolic run that no one has ever seen before for an asset trading above $1T USD.
All it takes is moving 30%-40% of Bitcoin currently held by centralized entities to self-custody wallets to create a supply crisis followed by exponential price increase.
The whole point of creating Bitcoin in the first place was decentralization and distribution of power, but all we did was turn Bitcoin into a centralized asset depending on hedge funds, centralized exchanges and Bitcoin treasury company.
Stop buying paper Bitcoin.
Buy the real thing.
NoLimit@NoLimitGains
Bitcoin has a huge problem that nobody talks about. Is everyone ignoring it on purpose? Possibly. But bitcoin’s fundamental thesis has changed drastically. The hard truth? 21 million is no longer the maximum supply. I’ve been in this game since the Mt. Gox days. We used to worry about exchange hacks. Now? We should be worrying about financialization. If you think bitcoin is purely supply vs. demand, you’re trading a market that doesn't exist anymore. Maxis won’t tell you this, but bitcoin has been fractionalized. Wall Street didn’t buy bitcoin to pump your bags and make you rich lol. They bought it to turn it into a fee-generating instrument, just like they did with gold in the 80s. The paper bitcoin multiplier: In the old days, 1 BTC = 1 BTC. You held the keys, you owned the asset. Today, thanks to ETFs, lending, and the futures/derivatives complex, one bitcoin can support multiple layers of claims and price exposure at the same time. Here’s the idea: 1. The Base: 1 real BTC sits with a custodian (backing an ETF or large holder). 2. The Hedge: Market makers and funds use CME futures/options to hedge that exposure. 3. The Leverage: Traders take perp positions (cash-settled) that multiply BTC exposure without touching spot. 4. The Wrapper: BTC can be locked and tokenized (wrapped) for DeFi yield, creating another claim layer. 5. The Note: Banks issue structured products tied to BTC price/volatility. More exposure, more claims. That’s one coin on-chain. But it’s FIVE CLAIMS in the order book. When supply is elastic (via derivatives), scarcity is irrelevant in the short term. They can print infinite paper BTC to absorb demand, capping rallies and forcing liquidations whenever they want liquidity. This is exactly how they destroyed Gold's volatility. Can it be fixed? There’s only one way to make the 21 Million cap real again. Get your coins off exchanges and take self-custody. As long as your coins are sitting on a centralized ledger, they’re being used as collateral to bet against you. That doesn’t make me bearish long term, because I’ve seen this same setup before. Btw I’ll share a new BTC update very soon, do not miss it. Remember, I called the EXACT bitcoin top at $126k in october. When I start deploying capital again, I’ll say it here like I always do. A lot of people will regret not following me.
English
@PeterM17911 @CryptoNobler @grok the 21mio coins aren't relevant anymore if you create synthetic assets..
English
🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW
If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully.
Because that market no longer exists.
What you’re watching right now is not normal price action.
It’s not “weak hands.”
It’s not sentiment.
And it’s definitely not retail selling.
Most people are completely unaware what’s happening.
And by the time it becomes obvious, the damage is already done.
This move didn’t start today.
It’s been building quietly under the surface for months.
And now it’s accelerating.
Here’s the truth:
The moment supply can be synthetically created, scarcity is gone.
And when scarcity is gone, price stops being discovered on-chain and starts being set in derivatives.
That is exactly what happened to Bitcoin.
And it’s the same structural break that already happened to:
→ Gold
→ Silver
→ Oil
→ Equities
Once derivatives took over.
The original Bitcoin thesis is broken.
Bitcoin’s valuation was built on two ideas:
→ A hard cap of 21 million
→ No rehypothecation
That framework died the moment Wall Street layered this on top of the chain:
→ Cash-settled futures
→ Perpetual swaps
→ Options
→ ETFs
→ Prime broker lending
→ Wrapped BTC
→ Total return swaps
From that point forward Bitcoin supply became theoretically INFINITE.
Not on-chain.
But in price discovery, which is what actually matters.
Synthetic Float Ratio (SFR).
The metric that explains everything.
Once synthetic supply overwhelms real supply, price no longer responds to demand.
It responds to positioning, hedging, and liquidation flows.
Wall Street can now trade against Bitcoin.
They’re not guessing direction.
They’re doing what they do in every derivatives-dominated market:
1⃣ Create unlimited paper BTC
2⃣ Short into rallies
3⃣ Force liquidations
4⃣ Cover lower
5⃣ Repeat
This isn’t “betting.”
It’s inventory manufacturing.
One real BTC can now simultaneously back:
→ An ETF share
→ A futures contract
→ A perpetual swap
→ An options delta
→ A broker loan
→ A structured note
All at THE SAME TIME.
That’s six claims on one coin.
That is not a free market.
That is a fractional-reserve price system wearing a Bitcoin mask.
Ignore it if you want, but don’t pretend you weren’t warned.
I’ve been calling Bitcoin tops and bottoms for over a decade now, and I’ll do it again in 2026.
Follow and turn on notifications before it's too late.
English
Even if we bounce a bit today, unless $AMZN crushes it I still think you have Iran fears into the weekend... if $AMZN does NOT crush it AND you have Iran war fear the it gets even uglier
English
Bitcoin has never fallen below its electrical cost.
Today that floor is $71,000.
English
I think I've managed to get in with the Jup wallet
However, I understand the disappointment as the countdown jumped from 15' to 0'
Let's see how Jupiter responds
fabiano.sol@FabianoSolana
4,200 That's the minimum number of people who can participate in today's public sale of $WET $WET is pre-trading at $0.17 which makes this more than an instant 2x - Start: Dec. 8, 10 am EST - Cap: 500 USDC per wallet - FCFS It will be competitive but fair this time
English
@eliz883 love this educational content. easy to understand 👍🏻, but difficult to apply. what tools are you using on a daily basis? how does a day look like for you? time anlyzing charts? tools? alarms etc? would be great if you could give some more insights in your routines 😊
English
Let's take this $ZEC chart as an example for educational purposes.
is following a very clear trend. It is clear to see how the price continues to follow the sloping trend line: every time it returns above it, buyers arrive and the upward movement resumes. This is a sign of strength, because it means that the market is still buying the retracements.
The horizontal levels you see on the chart are not random: they indicate areas where the price has stopped in the past to consolidate before resuming its movement. This often happens in a healthy trend: the price rises, takes a break, accumulates orders and then resumes its movement in the dominant direction.
The interesting part of this chart is understanding where it makes sense to act.
Not when the price has already started, but when it returns to areas where it has found demand in the past. That is where the risk is limited and the decision is supported by the chart structure.
In practice, as long as the trendline is respected, the trend remains healthy.
There is no need to guess the maximum or anticipate the movement: just let the price return to the levels that have already proven to attract buyers, and react there.
This happens for a very simple reason: you are trading an altcoin that has volume.
When there is real liquidity, price action is more readable, technical levels are respected and reactions have continuity. It is exactly what I always say: where there is volume, price action makes sense; where there is no volume, it is just noise.
English
Crypto Lion retweetou
Crypto Lion retweetou
Why $TAO will become a trillion-dollar asset:
The most fascinating thing about $TAO is that its path should follow Reed's Law, and not Metcalfe's Law like $BTC. Bitcoin reached a trillion-dollar market cap in 2021. That's only 12 years after its genesis block. In theory, $TAO should do it in less than 12 years.
Metcalfe’s Law: this economic law says that a network’s value grows proportionally to the square of its number of users, and applied to #Bitcoin, it means that as more people use and hold Bitcoin, its overall market value increases exponentially.
Reed's Law: this law says that the value of a network grows exponentially with the number of user groups or sub-networks, and applied to Bittensor, it means that its 128 subnets exponentially amplify the network’s total value - basically a network effect of network effects.
So, in theory, the network should go up in value faster than Bitcoin. In my opinion, the bet on Bittensor is asymmetrical. I believe this is going to be a trillion-dollar network. The art of investing is picking the projects that have the potential to become a trillion-dollar company, and of which the odds for this to happen are high. In my opinion, in crypto, we have Ethereum, Chainlink, and Bittensor as the main contenders to become trillion-dollar assets. The rest miss something. For example, $BNB’s existing market is too small, and $SOL doesn’t have the first-mover advantage and is not overtaking $ETH.
On top of all this, Bittensor brilliantly ensures there is enormous economic incentive for the best AI projects to build on its network as a subnet. And since right now there are only 128 subnet spots, it's a Hunger Games-style competition to keep a subnet spot - because when a new team comes in and pays the $TAO fee, the least-performing subnet is out.
Over time, the number of subnets will increase, but for now they keep it tight so there are more rewards for the subnets, and quality goes up dramatically because of the competition. They all earn a part of the newly mined $TAO (emission). The tokenomics are based on $BTC’s model, with a max supply of 21 million $TAO and a halving every ~4 years.
Conclusion: I believe $TAO is one of the only assets in crypto that has the potential to become a trillion-dollar market cap token. And I believe it will do so in less than 12 years - the amount of time $BTC needed. Bittensor is now 4 years old. Calculations show us that $TAO is on track - following Reed's Law curve - to become a trillion-dollar asset by 2030 or 2031. It has all the ingredients: first-mover advantage in decentralized AI, a genius “Hunger Games” competition model, an economic incentives model, the right tokenomics, and more. Everything about this project is genius and brilliantly thought out.
English
Select one number :
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
Check your DM later #MON
English
great job from the team, but now we need to adapt and yes there are too many token for one ecosystem. Just one token is enough like BNB. you do everything to increase token value, but if emissions are too high it offsets the benefits. I am a longtermstaker but start to question the benefit for stakers. Look also at hyperliquid. Just use Jupiter
English
WHAT JUPITER HAS DONE FOR SOLANA
and for YOU
Let's zoom out on just a few 👇🏻
→ Jupuary airdrop
→ 50% fees to Litterbox
→ Burned 30% of supply
→ DAO funding for builders
→ Discounted Huma presale
→ Upcoming Meteora airdrop
→ Complete token transparency
→ Millions in Jup Lend incentives
→ Millions in Catstanbul subsidies
→ $100 to 10K people Mobile comp
→ Best and safest swap + lowest fees
→ 50/50 token: team and community
→ Cost savings to everyone on Solana
→ Powers 50% of daily solana transactions
→ WTC, Zeus, DeBridge, UpRock airdrops and more
→ jupSOL best yield , 0% fees + 100% MEV kickback
Just use @JupiterExchange.
English
English
Unpopular opinion:
$JUP has no point in existing. If we deleted the token, nothing in the Jupiter ecosystem would be affected.
- Make JLP and JUP one token
- 80% buybacks and burns from all revenues company wide
@JupiterExchange @weremeow @kashdhanda
English
Crypto Lion retweetou
$DSYNC looks like it’s bottoming out here in the demand zone.
An absolutely great opportunity imo, so I’ve accumulated more at these prices.
It won’t take long before the market bounces and the gem of AI gems starts to run again.
Soon.
English