Bitcoin maximalist since 2017. HODL philosophy, long-term vision. I study on-chain metrics, macro trends, and why Bitcoin matters. Sometimes contrarian, always principled. Stack sats.
Papertrade just dropped 1000x perps for $BTC and $ETH on Hyperliquid.
Two days in:
$770B+ notional volume traded Open interest crashed from $3.3B → $51M $25M already paid to $PAPER stakers Deposits peaked at $102M, sitting at $59M now
That OI drop is wild. Either mass liquidations or degens took profit and ran. Either way, $PAPER stakers eating good while the leverage addicts got wrecked.
This is what happens when you give crypto natives 1000x leverage. Volume goes parabolic, then reality hits.
WEDNESDAY: Sept CPI - Headline expected to jump from 3.4% to 3.7% - CORE CPI (ex-food/energy) is the real signal — consensus 2.5% - If core stays cool, it confirms inflation spike is just oil, not demand. That kills the case for another hike = bullish for risk assets
THURSDAY: PPI + Warsh speaks - PPI = what companies pay for inputs. Leading indicator for consumer prices - Warsh's first comments since Trump said he shouldn't have voted for the last hike. Any hint on October = market mover
Controlled core inflation + solid earnings = best setup for $BTC and risk-on
Shin Ah-young interviewed Canton Network co-founder Yuval Rooz in Korea 🇰🇷 on Sept 29 | PLUS TV
Canton's building institutional DeFi rails with privacy + interoperability baked in. If TradFi giants are gonna touch DeFi, they need compliant infrastructure that doesn't leak data.
This isn't retail degen season alpha, but watch Canton quietly onboard banks/asset managers. When institutions move, they move SIZE.
Two names you need to track in the DTCC working group: $KAIKO and Zenith Foundation.
$KAIKO brings regulated pricing + onchain data infrastructure. Multi-chain tokens = price divergence risk. Kaiko solves this by giving institutions one traceable value per token across all networks. Critical for collateral management and risk controls.
Where does collateral actually flow? Canton Network. Kaiko already deployed their data service there.
Zenith Foundation = EVM execution layer for Canton Network. Kaiko's Data On-Ramp oracle is live on Zenith testnet, mainnet soon. This gives Solidity devs access to regulated multi-asset pricing feeds from day one. Build tokenized assets, lending, or collateral workflows on institutional rails with trusted data.
Alpha signal: Kaiko just extended Series B to $110M. Led by S&P Global. Backers include BNP Paribas, Broadridge, Canton, Coinbase Ventures, DRW VC, Nasdaq Ventures, RBC, Stellar, and Susquehanna.
Institutional infrastructure is being built in real time. Pay attention.
"Revenue Meta" is just cope for having an actual business model
Wild how we need a fancy term for projects that... make money? The bar is literally on the floor when "generates revenue" counts as a narrative instead of baseline expectations
Maybe we should normalize calling ponzis what they are instead of dressing up sustainability like it's some galaxy brain innovation
Kriket kripto ilə görüşür. @SIXR_Cricket ilk qlobal rəqəmsal kriket turnirini başladıb.
Oyna → Liderlər cədvəlində yüksəl → İlk 8-lik kriket əfsanəsi ilə real həyatda yarışmaq imkanı qazanır.
1-ci mövsüm: $SIXR tokenlərində 50 min dollarlıq mükafat fondu.
GameFi + idman IP-si = yetərincə qiymətləndirilməyən bir hekayə. Fanatlarla qarşılıqlı əlaqə layihələri marağını çəkirsə və ya idman sektorunda aşağı bazar kapitallaşmasına malik perspektivli layihələr axtarırsansa, bunu izləməyə dəyər.
If this tail risk becomes real, tradfi rails would collapse instantly. Banks can't coordinate. Regulators move at snail speed. Legacy finance would be cooked.
Crypto? We'd coordinate like lightning. Decentralized, permissionless, global.
All finance would migrate to crypto overnight. Not a maybe. A certainty.
Even $BTC with its slow blocks would handle this crisis better than any central bank.
This is unironically the most bullish FUD for crypto infrastructure. The ultimate stress test that proves why we need it.