Eddie Walker

$BTC / USDT Long Setup

Entry: $62,300 – $62,600

Stop Loss: $61,850
TP1: $63,200
TP2: $64,300
TP3: $65,500 – $65,600

BTC is sitting near trendline/support. If buyers defend this zone, a bounce toward $64K–$65.5K is possible. But if $61.8K breaks, setup is invalid.

BREAKING: 🇺🇸 President Trump is set to make a “huge” announcement today at 5:00 PM ET.

Sources are speculating it could involve plans to reopen the Strait of Hormuz and a possible new peace deal with Iran.
Markets could see major volatility if confirmed.

$ETH and $HYPE have been showing serious momentum lately.

The kind of move where you want exposure, but jumping in with a naked perp while volatility is expanding can get ugly fast.

• Strong momentum
• Bigger swings
• Higher liquidation risk
• One bad move can completely change the setup

That’s why @Aevo launching Options Easy Mode this week caught my attention.

Instead of opening a complicated options chain:

• Pick BTC, ETH, or HYPE
• Choose up or down
• Set your target and timeframe
• Review exactly where you win and lose
• Confirm the trade

That’s it.

It’s still a real options trade, just presented in a much cleaner way.

For momentum like this, having another way to size the view without blindly chasing a perp is definitely worth looking at.

#Aevo

@Polymarket is becoming one of the most interesting places to watch what people actually believe happens next.

Instead of endless opinions, you can see real markets forming around

→ Crypto
→ Politics
→ AI
→ Sports
→ Economics

And the traction is already serious:

→ 250K–500K monthly active traders
→ 17M+ monthly website visits
→ Around $18B projected trading volume for 2025

What I like is how simple the experience feels. Connect a compatible wallet, find a market you understand, and trade around your own view.

Then there’s $POLY.

#Polymarket

$DUSK quietly put in one of its better weeks up roughly 20%+ over the past 7 days, daily volume pushing close to $9M right as Dusk Connect and the new wallet architecture (browser, desktop, mobile) have been settling into place. @Dusk built genuinely solid plumbing here: an EIP-1193-style discovery flow so any dApp on #dusk can request a wallet connection without reinventing that wheel each time. So naturally I went looking for where that plumbing was actually getting used on-chain this week.

Let me tell you why, mostly nowhere yet. Pieswap is close to the only live dApp on DuskEVM actually running real connect-sign-swap sessions through it. Everything else on the ecosystem map is still SDK repos, docs, and "coming soon" tags. The price action clearly reflects renewed trader attention, but I couldn't find much evidence that attention is turning into people actually connecting a wallet and doing something on-chain.

Small personal note I like when a team ships the boring connection infrastructure before the apps that need it exist. Right order of operations, even if it looks quiet from outside. Still not fully sure if this week's move was traders pricing in Connect's future payoff, or just beta off a wider alt rally. Probably some of both.

Anyone actually run a live session through Dusk Connect yet? What did that first handshake feel like?

#dusk

I’m watching $BTC here

Price is sitting right on the rising trendline around $77K, while $77.5K keeps acting as the ceiling. That makes this a pretty clean decision area for me.

Entry: $77,000–$77,150
TP1: $77,500
TP2: $77,800
TP3: $78,000
SL: Below $76,600

As long as BTC keeps respecting this trendline, I’d still give buyers the edge. A clean break above $77.5K would make the setup much more interesting. Lose the trendline, and I’d rather wait.

@Dusk had a rough few days that's more interesting to me than most of what gets posted about this project. On August 16, the team flagged suspicious activity on a wallet used for bridge operations, disabled and recycled the related addresses, paused the bridge entirely, and pushed a recipient blocklist to the web wallet as a stopgap. They also had to reach out to Binance directly once part of the flow touched the exchange.

What stood out to me wasn't the incident itself, it's that the exposure point was a team-managed operational wallet, not some exotic protocol exploit. All the messaging around Dusk is about deterministic settlement, selective disclosure, institutional-grade infrastructure for regulated securities. And then the actual failure mode that showed up looked exactly like the failure mode every other bridge has had this year: a hot wallet under manual custody being the weak link.

I don't think this says anything damning about the protocol itself, DuskDS wasn't touched and no funds seem to be lost. But it's a decent reminder that "built for institutions" and "operationally hardened" aren't automatically the same thing, especially with DuskEVM still coming.

Genuinely not sure how much weight to put on this before the bridge reopens. Anyone tracking how long the pause actually holds?

$DUSK #dusk

I’m watching $BTC here

BTC has been squeezing inside this triangle for hours, and now price is finally testing the upper trendline around $78.2K.

What I want to see is whether buyers can actually hold above this breakout instead of getting rejected again.

Entry: $77,900–$78,200

Targets:
TP1: $78,800
TP2: $79,360
TP3: $80,000

SL: Below $77,400

For me, this is all about confirmation now. If BTC holds above the trendline, $79.3K becomes the next area I’m watching. If it slips back inside the triangle, I’d rather wait than force the trade.

I’m watching $TAO here.

Price bounced nicely from the $224 support and is trying to build momentum again around $226.5. What I want to see now is whether buyers can keep defending this bounce and push back through $230.

Entry: $225.5–$226.5
TP1: $230.0
TP2: $232.0
TP3: $233.5
SL: Below $224.0

For me, $224 is the level that keeps this setup alive. Hold it and TAO could work its way back toward the recent highs. A clean break above $233.5 would make things much more interesting.

@TermMax has been sitting in my tabs all week with the TGE four days out, so I finally pulled the chain-by-chain breakdown instead of just eyeballing the TVL number.

Total value locked sits around $31M, down about 7% over the trailing month. Active loans: $27M+. So utilization is actually solid most of that capital isn't just parked. That part surprised me a little, honestly expected more dead weight given how quiet the price/points chatter has felt lately.

Then I checked fees. Roughly $20K generated over the last 30 days, across the entire protocol. On $31M in TVL with 87%+ utilization, that's... thin. Either rates are compressed right now or fee capture is smaller than the lending volume would suggest.

The chain split is what actually stopped me. TermMax markets itself as live across nine chains Ethereum, Arbitrum, BNB, Berachain, and a handful of newer L2s. But Ethereum alone holds 98.4% of the TVL. Nine chains, one chain doing basically all the work.

Not sure yet if that's a rollout timing thing (newer chains just launched, liquidity hasn't caught up) or a signal about where real demand for fixed-rate borrowing actually lives.

Curious if anyone's seen the newer chain vaults pick up meaningfully or if this stays lopsided right through the TGE?

#TermMax

Project Dusk @Dusk out something this week I keep turning over a public incident notice for the August 16 bridge-wallet compromise, still live on their site five days later.

the compromise itself isn't the interesting part team-managed wallet flagged, addresses disabled and recycled, bridge paused, pretty standard containment playbook. what's unusual is that they published it at all. no user funds touched, no protocol-level issue on DuskDS, nothing forced their hand. most teams in that spot just quietly rotate keys and move on.

instead there's a full writeup: what got detected, what got disabled, that they coordinated with Binance once part of the flow touched centralized rails, and a new recipient blocklist shipped to the Web Wallet as a direct response. bridge services are apparently still paused while they finish a "broader hardening pass" tells me this wasn't a five-minute fire drill.

spent part of last night lining this up against how other L1s have handled similar near-misses this year, and silence-until-someone-notices is way more common than voluntary disclosure with zero losses.

not sure if this is just Dusk's compliance-first DNA showing (given the whole NPEX/regulated-market positioning) or a genuinely harder internal standard. probably worth watching whether that blocklist becomes permanent infrastructure or just a patch.

what would it take for "we got probed and nothing happened" disclosures to become the norm instead of the exception?

$DUSK #dusk

I’m watching $BTC here

That 15m move is getting pretty stretched now. BTC is sitting around $78.5K after a near 10% run, and it’s already knocking on the $78.65K daily high.

I wouldn’t chase this candle. I’d rather see a small pullback and watch if buyers keep the breakout structure intact.

Entry: $77,800–$78,200
TP1: $78,650
TP2: $79,000
TP3: $80,000
SL: Below $77,300

For me, the next clue is simple: clear $78.65K and hold it, and BTC could keep squeezing higher. Lose the recent breakout area, and I’d wait for a cleaner setup.

$BTC is perfuming very well 76000 broke!

Pulled up $TMX’s onchain numbers this morning ahead of the aug 25 TGE @TermMax had one metric that made me stop scrolling.

ethereum holds basically all of it. $30.81m of the protocol's $31.29m total TVL sits there, something like 98.5%. makes sense on paper that's usually where the brand trust and liquidity depth pool first.

but then i checked where the fees actually got generated this past week. $3,071 total across every chain, and $2,999 of that came from bsquared. ethereum's cut? seventeen cents. not a typo.

so almost all the capital sits on one chain, and almost all the real activity actual borrowing, actual lending, the stuff that produces revenue is happening somewhere else, on a chain most people aren't even watching.

still working through what this means. is bsquared where the genuinely active users are, pulled in by rates or some incentive? or is ethereum TVL just... parked. sitting there ahead of TGE, not really doing anything with the protocol yet.

honestly could be either. but it complicates the usual "big TVL = healthy protocol" shorthand people default to.

curious if this flips once TMX starts trading, or if the capital just stays parked either way.

#TermMax

I’ve been telling you guys for a while now to keep @Polymarket on your radar.

And honestly, the platform keeps giving more reasons to watch it.

Politics, crypto, AI, sports, macro. Almost every major narrative now has a market around it, and the probabilities keep changing as new information comes in.

That’s what makes Polymarket interesting to me.

It feels less like just following headlines and more like seeing how the crowd is actually pricing what could happen next.

With 17M+ monthly website visits and growing attention around a potential $POLY token, the momentum is getting hard to miss.

I said keep an eye on Polymarket before.

Still saying it now.

#Polymarket

@Polymarket is starting to look like more than just a prediction market.

It’s becoming a place where real world information, narratives and opinions turn into tradeable markets.

→ 250K–500K monthly active traders
→ 17M+ monthly website visits
→ Markets across politics, crypto, sports, AI, economics and more
→ Simple wallet onboarding with MetaMask or Phantom

What makes it interesting is the edge.

If you understand a topic better than the crowd, Polymarket gives you a way to actually trade that view.

And then there’s $POLY.

For me, that combination of information + markets + potential $POLY momentum is pretty bullish.

#Polymarket #CryptoRally

Project @Dusk got curious after their npex work kept popping up in my feed, so i actually sat down and read the foundation’s aug 15 piece on sme tokenization instead of just skimming the headline.

what got me wasn’t the pitch. it was the six-stage table they published, mapping “conventional workflow” against “tokenized workflow” for every step from structuring to secondary trading. next to each one there’s a third column: “what remains.” investor onboarding still needs due diligence and sanctions screening. transfers still need eligible counterparties and custody. secondary trading still needs a licensed venue and actual buyers.

that’s not really a hedge, i think it’s the whole point they’re quietly making. dusk isn’t claiming to replace notaries, regulators or npex itself. it’s saying the token can carry a shared ownership record so five different parties stop reconciling five different spreadsheets. the infrastructure narrative gets loud, but the actual claim here is narrower and, honestly, more believable because of it.

still not sure how that plays out once dusk trade is live and real investors are routing through it instead of reading docs pages. plans on paper behave differently once volume shows up.

curious if anyone’s tracked actual investor onboarding numbers through npex yet, or if we’re all still reading the same six boxes i just read.

$DUSK #dusk

I’m watching $BTC here

That move from the $64K area to $71K happened fast, and now price is sitting right under the $72K resistance.

After a +10% run, this is not where I’d want to chase. I’m more interested in how BTC reacts around $72K.

Short idea:

Entry: $71,200–$72,000
TP1: $70,000
TP2: $69,500
TP3: $68,943
SL: Above $72,000

If $72K keeps rejecting, a cooldown toward $69K looks possible. But if BTC breaks and holds above $72K, I’d drop the short idea and reassess.

I’m also watching $TAO

TAO finally broke out of that $190–$195 range and the move above $200 came fast. Price already tested almost $210, so I wouldn’t be surprised to see some cooling off here first.

Entry: $202–$205
TP1: $209.9
TP2: $212.5
TP3: $215
SL: Below $195.5

The breakout above $195.5 changed the structure for me. As long as that area stays protected, TAO still has room to push higher. I just wouldn’t chase it after an 8% move.

I’m watching $SUI here

That move from the $0.6429 area was aggressive. Price has now pushed through $0.6944 and is holding around $0.713 after nearly a 10% move.

Entry: $0.695–$0.705
TP1: $0.715
TP2: $0.7249
TP3: $0.735
SL: Below $0.6944

For me, $0.6944 is the important level now. If SUI can turn that old resistance into support, the breakout still looks healthy. After a move this big though, I’d rather wait for a pullback than chase the candle.