🚨 Nansen: More than 1,000 blockchains, but only ~20 chains generate real revenue And this fact makes many people… startled! -7D–30D–1Y data on Nansen, and there is a very interesting thing that very few people pay attention to 👇 ➡️ Hundreds of chains making a lot of PR
➡️ But only about 20 chains actually generate revenue from fees And the more surprising thing:
❗ The chains that are most criticized are actually the ones with real revenue TON Starknet (STRK) Optimism (OP) Near Linea Arbitrum
❗ Meanwhile, many chains are praised by KOLs, the X trend is constantly mentioned, “narrative hitting the roof”… do not generate corresponding revenue. Running ads, creating hype, farming is crowded — but real revenue is almost zero. 🔍 What does this mean?
1️⃣ Revenue = real users
- Chains with revenue mean: - real transactions - real demand - real applications Not just “farm and leave”.
2️⃣ PR cannot sustain a blockchain Many prominent chains rely on marketing, but have no products to retain users → sooner or later they will fade out.
📊 Nansen's data this week further confirms this - Active users + transactions are steadily increasing - Revenue is much stronger than many chains that have been FOMOed recently like SEI, SUI, UNI, Hyper, Monad… ===>> In crypto, don’t pay attention to the noise. -Look at the revenue, because revenue doesn’t lie. -Which chain has revenue → that chain will last long. -Which chain is just hype → then the hype will fade.
🚨🚨🚨Opportunities always belong to those who look at the data first… not waiting for others to talk before getting in. $TON
🔥 Coinbase báo hiệu dòng tiền quay lại – Tháng 12 có thể là điểm nổ của thị trường Crypto? Coinbase Institutional vừa chia sẻ tín hiệu quan trọng: thanh khoản toàn cầu đang phục hồi mạnh khi M2 Money Supply tiếp tục lập đỉnh mới, tạo nền tảng cho một nhịp tăng mạnh của crypto trong tháng 12. Theo dữ liệu từ Coinbase: • Thanh khoản cải thiện rõ rệt – Chỉ số M2 toàn cầu đang tăng đều từ tháng 9/2024 đến nay. Khi dòng tiền mở khóa, tài sản rủi ro như Bitcoin thường là những nơi hút vốn đầu tiên. • Xác suất Fed cắt giảm lãi suất đạt 92% (tính đến 4/12) – Môi trường lãi suất thấp luôn là xúc tác lớn cho crypto, vì vốn rẻ → dòng tiền tìm tới các tài sản sinh lời cao hơn. • “Bong bóng AI” chưa nổ – Nghĩa là dòng tiền trong công nghệ vẫn dồi dào và lan rộng. Khi các ngành tăng trưởng cao hút tiền, crypto thường đi sau nhưng tăng mạnh hơn nhờ tính nhạy với thanh khoản. • USD bước vào xu hướng suy yếu – Giao dịch short USD hấp dẫn hơn khiến vốn toàn cầu dễ dàng quay trở lại các thị trường rủi ro, bao gồm Bitcoin và altcoin. 👉 Tổng hợp tất cả yếu tố: thanh khoản tăng + kỳ vọng Fed cắt lãi + USD suy yếu + dòng tiền công nghệ mạnh, Coinbase đánh giá thị trường đang bước vào giai đoạn “sẵn sàng phục hồi”. Nếu kịch bản này đúng, tháng 12 có thể trở thành tháng bùng nổ tiếp theo của crypto. #Crypto #Bitcoin #Coinbase #Liquidity #M2 #Fed #MarketOutlook #BullRun #BNBSquare $LUNC $SUI $XRP
View $ASTER 4/12 SHORT - Price does not exceed resistance 1.086 - breakout from the upward trend line setup SHORT $ASTER Target : 0.99 0.88 $ASTER {future}(ASTERUSDT) #AsterDEX #short
🚨 M2 US REACHES HISTORICAL PEAK – SIGNAL OF A MAJOR EXPLOSION IN THE CRYPTO MARKET? -The M2 money supply of the United States has just reached an all-time high: 22.3 trillion USD. -This is not normal macro news – but a signal for a period of extreme liquidity pumping. ===>> Why is this important for Crypto? – M2 increase = more money in the economy. When liquidity expands, capital tends to flow out of safe assets and into risky assets. – Crypto has always been the market that reacts strongest to liquidity. Each major bull cycle (2017 – 2021) coincides with phases of monetary easing. – M2 reaching ATH means large capital is returning to the system. When money becomes “abundant,” investors tend to seek higher returns → Crypto is the first choice. ===>> Important: M2 increase is not a short-term effect. It opens up a new cycle of risk-on, where BTC, ETH, and Altcoins can absorb extremely large capital flows. liquidity continues to expand in the coming weeks, the Crypto market is entirely capable of entering the strongest explosion phase since the beginning of the year. - Prepare mentally. Capital has returned – and Crypto is on the verge of a major breakout. $SUI $ASTER $TON
$ETH IS ABOUT TO PUMP STRONGLY? - the price has broken out of the downtrend channel - lost the downtrend structure, cannot create a lower low than the previous low - 2 daily candles with high volume, breaking through resistance at 3000 USD - the price has reset at support ===>>> the right time to set up LONG $ETH
🚨 PCE 10 PM tonight – The index that could determine the direction of Crypto in the short term! PCE (Personal Consumption Expenditures) is the preferred inflation index of the FED, as it closely reflects the actual consumption levels of the American people. And tonight at 10 PM, PCE will be announced – a highly significant event for the Crypto market. 🔥 Why is PCE so important? -FED relies on PCE to decide interest rates → If PCE decreases, it is likely that the FED will loosen, supporting the risk asset market. -Inflation cools down → Money tends to flow back into the Crypto market. -Inflation rises again → FED may delay cutting interest rates → Crypto is prone to sell-offs. -PCE is not just macro news, but an index that directly affects interest rate expectations, where Crypto is the market that reacts the fastest. 🎯 Possible market scenarios PCE lower than forecast → Bullish • USD weakens • Risk assets attract money • BTC & Altcoins are likely to have a strong rebound PCE higher than forecast → Bearish • Risk sentiment decreases • Crypto may adjust in the short term • Especially Altcoins are more affected than BTC
===>> PCE is not just a trivial news item, but a key measure that decides whether the FED will cut interest rates soon. And when interest rates change → Crypto changes immediately. 10 PM tonight is a very sensitive milestone. The market may experience significant volatility within minutes after the PCE is announced. $BTC
🔥 Supply $ASTER decreases dramatically – Major move from Aster Foundation! - About an hour ago, Aster Foundation made a strong move with a total of 77.86M Aster (80.26M USD). This is a significant step that changes the circulating supply of the token. • 77.86M Aster was burned through the previous buyback wallet. • Simultaneously, 77.86M ASTER was locked back into the Aster Airdrop wallet through 2 addresses: 0xE307 and 0x02DC. - Notably, this amount of tokens is what the buyback wallet has been quietly accumulating for the past month. The simultaneous burning and locking significantly affects the circulating supply. - Currently, the circulation is around 2 billion ASTER, meaning this single event has reduced the supply by ~7.5%. This is an enormous figure for a single burn and demonstrates the project's determination to balance supply and demand. ==>> This move could create a strong psychological effect and supply structure, paving the way for stability or price growth in the near future.
View $ASTER 4/12 SHORT - Price does not exceed resistance 1.086 - breakout from the upward trend line setup SHORT $ASTER Target : 0.99 0.88 $ASTER {future}(ASTERUSDT) #AsterDEX #short
View $ASTER 4/12 SHORT - Price does not exceed resistance 1.086 - breakout from the upward trend line setup SHORT $ASTER Target : 0.99 0.88 $ASTER #AsterDEX#short
🚨 Stablecoin is Strongly Shifting: TRON Leads, ETH Supply Decreases – What Does the Cash Flow Indicate? Atermis data on 04/12 shows an important signal about stablecoin cash flow – a decisive factor for the liquidity of the entire Crypto market.
🔥 TRON leads in stablecoin supply TRON continues to become the "capital of stablecoin" as it holds the largest supply share. This indicates: Stablecoins are prioritizing circulation on TRON thanks to low fees and high speed. New cash flow into the market tends to go through TRON before being allocated to other assets. This is a sign that the market is preparing for the next capital shift. 🔥 Ethereum significantly decreases stablecoin supply In contrast to TRON, stablecoins on ETH continue to decline. This often reflects: Liquidity leaving Ethereum, High costs causing cash flow to tend to shift to cheaper chains, Altcoins on ETH may lack short-term momentum if this situation persists. ===>> is the "blood" of the market. The strong increase on TRON and decline on ETH show that cash flow is restructuring, prioritizing ecosystems that optimize fees – speed before being broadly allocated across the market. #CryptoMarket #StablecoinFlow #Tron #Ethereum #AtermisData #OnchainAnalytics #BlockchainInsights #CryptoVietnam $TRX $ETH $TON
🚨 CASH FLOW IS MOVING EXTREMELY FAST! BTC.D & USDT.D ARE FALLING SIMULTANEOUSLY – ARE ALTCOINS ABOUT TO EXPLODE? The Crypto market is recovering strongly, but the most notable thing is the cash flow. Two important indices are decreasing together: 🔥 USDT Dominance decreased to 5.86% Money is leaving stablecoins and flowing directly into the market. When USDT.D decreases while the market rises, it is a clear signal that investors are accepting risk, liquidity is returning, and buying power is expanding. 🔥 BTC Dominance decreased to 59.27% BTC.D is falling while the overall market price is rising, indicating that altcoins are attracting more money than BTC. This is a familiar cycle: Money goes into BTC → BTC stagnates → Cash flow shifts to Altcoins. ===>>When USDT.D decreases + BTC.D decreases at the same time, the market is entering a phase of widespread cash flow. If this trend holds for a few more days, it is highly likely that we will see a Mini Altcoin Season right this month. $SUI $ASTER $TON
🚀 Why did Crypto surge last night? Two signals from the FED triggered the market! Last night, the Crypto market experienced a very noticeable rally, led by BTC as it returned to the 92,000 USD range. Many people asked, "Why did it explode like that?" — and the answer lies in 2 important factors from the FED: 🔥 1. FED cuts QT from December 1st – Liquidity returns to the market The FED has officially slowed down the pace of quantitative tightening (QT) since December 1st, meaning: ➡️ The amount of money withdrawn from the financial system is less ➡️ Liquidity is "loosened" again ➡️ Risky assets like Crypto benefit directly Loosened liquidity is always the first fuel to help the market surge. And as expected, Crypto reacted immediately. 🔥 2. The probability of the FED cutting interest rates on December 11th has increased significantly – Extremely optimistic sentiment The next FOMC meeting will take place on December 11th, and the market is pricing in a high probability that the FED will take action to cut interest rates.
🎯 Conclusion The rise in Crypto last night was not coincidental. It was a reaction of capital flow to two strong signals of easing from the FED: ✔️ Cutting QT from December 1st → liquidity returns ✔️ Expectation of interest rate cuts on December 11th → strong improvement in sentiment If the FED continues on a dovish path, the market in December could see many unexpected surges. $SUI