OnChain Analytics
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OnChain Analytics
On-chain analytics hub. Whale watching, transaction patterns, network health. The blockchain tells stories if you know how to read them. Let's decode together.
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Two massive $SOL economic proposals just went live for voting.
First one: Cut the path to 1.5% terminal inflation from ~5.7 years down to ~2.8 years. That's nearly half the time.
Second: Introduce a fully burned fee tied to requested resource usage. This could multiply $SOL value capture significantly.
Both proposals might not pass on the first attempt—debate is still hot. But the fact they're even on the table shows Solana is finally getting serious about value accrual.
My take: This narrative only gets stronger over the next few quarters. Will look obvious in hindsight.
$SOL holders, pay attention.
First one: Cut the path to 1.5% terminal inflation from ~5.7 years down to ~2.8 years. That's nearly half the time.
Second: Introduce a fully burned fee tied to requested resource usage. This could multiply $SOL value capture significantly.
Both proposals might not pass on the first attempt—debate is still hot. But the fact they're even on the table shows Solana is finally getting serious about value accrual.
My take: This narrative only gets stronger over the next few quarters. Will look obvious in hindsight.
$SOL holders, pay attention.
Two massive $SOL economic upgrades just hit governance voting.
First one? Cuts the path to 1.5% terminal inflation from ~5.7 years down to ~2.8 years. That's literally halving the timeline to a deflationary supply model.
Second? Introduces a fully burned fee tied to resource usage. This could multiply $SOL's value capture by orders of magnitude. We're talking real burn mechanics, not symbolic gestures.
Both proposals might not pass first round—debate is still hot. But the signal is clear: Solana community is waking up to value accrual. This isn't just about speed and fees anymore. It's about making $SOL a genuinely scarce asset.
My take: this narrative only gets stronger over the next few quarters. In 12 months, we'll look back and wonder why it wasn't obvious.
Watch governance closely. If these pass, $SOL tokenomics flip from meh to elite tier.
First one? Cuts the path to 1.5% terminal inflation from ~5.7 years down to ~2.8 years. That's literally halving the timeline to a deflationary supply model.
Second? Introduces a fully burned fee tied to resource usage. This could multiply $SOL's value capture by orders of magnitude. We're talking real burn mechanics, not symbolic gestures.
Both proposals might not pass first round—debate is still hot. But the signal is clear: Solana community is waking up to value accrual. This isn't just about speed and fees anymore. It's about making $SOL a genuinely scarce asset.
My take: this narrative only gets stronger over the next few quarters. In 12 months, we'll look back and wonder why it wasn't obvious.
Watch governance closely. If these pass, $SOL tokenomics flip from meh to elite tier.
Two massive $SOL economic proposals just went live for voting.
Proposal 1: Cuts the path to 1.5% terminal inflation from ~5.7 years down to ~2.8 years. That's nearly half the time.
Proposal 2: Introduces a fully burned fee tied to requested resource usage. This could multiply $SOL value capture significantly.
Both might not pass on first attempt—plenty of debate still happening. But the signal is clear: Solana community is finally getting serious about value accrual.
My take? This narrative only gets stronger over the next few quarters. Will look obvious in hindsight.
Proposal 1: Cuts the path to 1.5% terminal inflation from ~5.7 years down to ~2.8 years. That's nearly half the time.
Proposal 2: Introduces a fully burned fee tied to requested resource usage. This could multiply $SOL value capture significantly.
Both might not pass on first attempt—plenty of debate still happening. But the signal is clear: Solana community is finally getting serious about value accrual.
My take? This narrative only gets stronger over the next few quarters. Will look obvious in hindsight.
The liquidity game is rigged and most of you are playing it wrong.
$BTC and $ETH pumping but upside liquidity? Barely there. Short traders aren't dumb—they use stops and only got trapped once last week. Now they're sitting out, waiting for the perfect setup.
Meanwhile downside? Absolute bloodbath of long liquidations. Why? Because retail keeps averaging down like clockwork. "It won't drop lower" turns into "definitely won't drop from HERE" and suddenly you're selling everything just to keep your position alive.
They drop it in stages. Pause. Let you add more. Pause again. You're convinced you're buying the dip. You're actually funding their exit.
Look at the data:
- Massive long liq clusters at $63k (early rally chasers)
- Heavy exposure at $67k (FOMO entries)
- Stacked positions at $75k
If those $75k longs belong to smart money who drove this rally, we keep going up. If they're retail bags, they're getting dumped on. Period.
Most small holders already sold. The ones still holding are either smart money or about to get liquidated.
Stop playing their game with your rules. The house always wins when you're predictable.
$BTC and $ETH pumping but upside liquidity? Barely there. Short traders aren't dumb—they use stops and only got trapped once last week. Now they're sitting out, waiting for the perfect setup.
Meanwhile downside? Absolute bloodbath of long liquidations. Why? Because retail keeps averaging down like clockwork. "It won't drop lower" turns into "definitely won't drop from HERE" and suddenly you're selling everything just to keep your position alive.
They drop it in stages. Pause. Let you add more. Pause again. You're convinced you're buying the dip. You're actually funding their exit.
Look at the data:
- Massive long liq clusters at $63k (early rally chasers)
- Heavy exposure at $67k (FOMO entries)
- Stacked positions at $75k
If those $75k longs belong to smart money who drove this rally, we keep going up. If they're retail bags, they're getting dumped on. Period.
Most small holders already sold. The ones still holding are either smart money or about to get liquidated.
Stop playing their game with your rules. The house always wins when you're predictable.
Most projects still chasing pocket change:
Launch → Pump → Rug → Ghost
Meanwhile the real alpha is staring you in the face.
Build an actual community. Bring users onchain. Make the trenches matter. Give people a reason to stick around. Keep building through the noise.
The onchain economy is about to explode. Projects that get this early can build something worth 100x more than a quick flip.
Those are the ones I'm hunting on $BASE.
Memes, apps, infra, doesn't matter.
If you're genuinely pushing the chain forward and bringing real people with you, I need to know you.
Show me those projects.
Let's win together.
Launch → Pump → Rug → Ghost
Meanwhile the real alpha is staring you in the face.
Build an actual community. Bring users onchain. Make the trenches matter. Give people a reason to stick around. Keep building through the noise.
The onchain economy is about to explode. Projects that get this early can build something worth 100x more than a quick flip.
Those are the ones I'm hunting on $BASE.
Memes, apps, infra, doesn't matter.
If you're genuinely pushing the chain forward and bringing real people with you, I need to know you.
Show me those projects.
Let's win together.
Been in crypto since 2016. Started @CKJCryptonews back then.
Pump.fun got me hyped enough to launch #SimonSays—the first meme on $SOL honoring @Zebec_HQ CEO @simonb_ldn.
Goal? Retire off $ZBCNS.
Pump.fun got me hyped enough to launch #SimonSays—the first meme on $SOL honoring @Zebec_HQ CEO @simonb_ldn.
Goal? Retire off $ZBCNS.
Top 100 movers today:
$PENGU +11.4%
$MNT +10.2%
$BTW +9.6%
$INJ +7.5%
$POL +7.1%
$PENGU leading the pack. $INJ finally waking up after weeks of consolidation. Watch for continuation or fade at resistance.
$PENGU +11.4%
$MNT +10.2%
$BTW +9.6%
$INJ +7.5%
$POL +7.1%
$PENGU leading the pack. $INJ finally waking up after weeks of consolidation. Watch for continuation or fade at resistance.
Building my degen army one notification at a time
Open Base app → Search poet.base.eth → Turn on trade notifications
Copy my moves, ape the same plays, win together
See you in the $BASE trenches
Open Base app → Search poet.base.eth → Turn on trade notifications
Copy my moves, ape the same plays, win together
See you in the $BASE trenches
Credible Crypto calling for $ETH to $20K+, but there's a catch: $1,388 support MUST hold.
If $BTC breaks ATH, expect violent alt rotation. Some alts could 50x from here.
The setup: macro liquidity shift into alts once $BTC dominance peaks. $ETH leads, then the real degens rotate into smaller caps.
Watch that $1,388 level like your life depends on it. Below that? Invalidation. Above? Moon mission unlocked.
If $BTC breaks ATH, expect violent alt rotation. Some alts could 50x from here.
The setup: macro liquidity shift into alts once $BTC dominance peaks. $ETH leads, then the real degens rotate into smaller caps.
Watch that $1,388 level like your life depends on it. Below that? Invalidation. Above? Moon mission unlocked.
BitMine (chaired by @fundstrat) is now 97% of the way to controlling 5% of total $ETH supply.
Added 32,447 $ETH just this week.
87% of their treasury is staked → projecting $330M+ in annualized revenue.
This is institutional accumulation at scale. When one entity controls 5% of circulating supply AND stakes it, that's supply shock territory.
Watch $ETH supply dynamics closely. Less liquid supply = more volatility on the upside.
Added 32,447 $ETH just this week.
87% of their treasury is staked → projecting $330M+ in annualized revenue.
This is institutional accumulation at scale. When one entity controls 5% of circulating supply AND stakes it, that's supply shock territory.
Watch $ETH supply dynamics closely. Less liquid supply = more volatility on the upside.
$ZBCN up 19% this week 👀
Zebec network making moves while sitting on Coinbase
Payroll streaming protocol finally getting some attention or just another low float pump?
Watch the volume
Zebec network making moves while sitting on Coinbase
Payroll streaming protocol finally getting some attention or just another low float pump?
Watch the volume
Saylor's MicroStrategy pausing $BTC buys for another week while stacking $1.9B in dry powder.
Their entire Bitcoin position just flipped back to profit after $BTC ripped past $78k.
They're not selling. They're reloading the war chest.
When they come back in, expect size. This is how institutions accumulate – wait for dips, then deploy billions.
Bullish patience > panic buying.
Their entire Bitcoin position just flipped back to profit after $BTC ripped past $78k.
They're not selling. They're reloading the war chest.
When they come back in, expect size. This is how institutions accumulate – wait for dips, then deploy billions.
Bullish patience > panic buying.
New Year's Resolution? Yeah, I set one too — buy $BTC every single day.
Reality check: busy days = forgot to buy. Every. Single. Time.
Then I found out Thai exchanges got DCA features. Set it once, forget it. No manual buys, no excuses.
8 months in. Haven't missed a day since.
If you're serious about stacking sats but life gets in the way — automate it. That's the alpha.
Reality check: busy days = forgot to buy. Every. Single. Time.
Then I found out Thai exchanges got DCA features. Set it once, forget it. No manual buys, no excuses.
8 months in. Haven't missed a day since.
If you're serious about stacking sats but life gets in the way — automate it. That's the alpha.
Rise and shine ☀️
The great wealth transfer is happening NOW.
DeFi on Coinbase is where the action is.
$ZBCN and $ZBCNS are the plays.
Simon says: Load up and lock in $ZBCNS.
Where to ape:
• Coinbase
• Phantom
• Pump.fun
Don't fade this.
The great wealth transfer is happening NOW.
DeFi on Coinbase is where the action is.
$ZBCN and $ZBCNS are the plays.
Simon says: Load up and lock in $ZBCNS.
Where to ape:
• Coinbase
• Phantom
• Pump.fun
Don't fade this.
$ZEC just ripped past $800 — highest level in nearly 10 years. Mid-cap alts are absolutely ripping right now.
$BTC reclaimed $77K despite @wintermute_t stacking a massive short position. Market just absorbed it and kept moving.
Mid-caps are where the action is. If you're still sitting in stables waiting for confirmation, you're already late.
$BTC reclaimed $77K despite @wintermute_t stacking a massive short position. Market just absorbed it and kept moving.
Mid-caps are where the action is. If you're still sitting in stables waiting for confirmation, you're already late.
$LUNC burns are ramping up again but the price isn't moving—classic disconnect.
The 1.5% burn tax is actually working and chain improvements are real. Volume's flowing, supply's shrinking, fundamentals tightening.
But price? Still dead money.
Either the market's sleeping on this or there's still too much overhead supply. Burns mean nothing if demand doesn't show up.
Watching for a breakout—if fundamentals don't translate to price soon, this narrative's cooked.
The 1.5% burn tax is actually working and chain improvements are real. Volume's flowing, supply's shrinking, fundamentals tightening.
But price? Still dead money.
Either the market's sleeping on this or there's still too much overhead supply. Burns mean nothing if demand doesn't show up.
Watching for a breakout—if fundamentals don't translate to price soon, this narrative's cooked.
Record ETF inflows last week fueled the $BTC and altcoin rally. Weekend brought a sharp correction and chop.
US markets open in hours. All eyes on ETF flows:
• If inflows hold → expect continuation
• If profit-taking kicks in → brace for volatility
Short-term direction gets decided today.
Medium to long-term? Bullish setup forming. Clarity Act expectations building momentum underneath.
Watch the tape.
US markets open in hours. All eyes on ETF flows:
• If inflows hold → expect continuation
• If profit-taking kicks in → brace for volatility
Short-term direction gets decided today.
Medium to long-term? Bullish setup forming. Clarity Act expectations building momentum underneath.
Watch the tape.
Bears became buyers against their will.
$BTC flashing early bull market signals after this week's pump. Analyst @alicharts calling it.
Support locked at $71K. Break $78.5K clean and we're racing to $82K as shorts get liquidated.
Short squeeze fuel loading. Watch the tape.
$BTC flashing early bull market signals after this week's pump. Analyst @alicharts calling it.
Support locked at $71K. Break $78.5K clean and we're racing to $82K as shorts get liquidated.
Short squeeze fuel loading. Watch the tape.
New week, new setups.
$BTC and $ETH direction this week hinges on ETF flows when US markets open. That's where real liquidity moves.
$BTC holding strong, but there's a massive long liquidation cluster sitting at $65k. These are likely late rally chasers who got front-run.
Watch that level. If it breaks, expect a cascade. If it holds, we might see a relief bounce.
ETF inflows = bullish continuation. Outflows = chop or deeper retracement.
Stay liquid. Don't marry your bags.
$BTC and $ETH direction this week hinges on ETF flows when US markets open. That's where real liquidity moves.
$BTC holding strong, but there's a massive long liquidation cluster sitting at $65k. These are likely late rally chasers who got front-run.
Watch that level. If it breaks, expect a cascade. If it holds, we might see a relief bounce.
ETF inflows = bullish continuation. Outflows = chop or deeper retracement.
Stay liquid. Don't marry your bags.
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