Binance Square
SollyCrypto
397 Publications

SollyCrypto

I break down crypto the right way, technicals, onchain data, fundamentals, all in one place. Actionable setups, not just opinions. Follow, read, decide, trade.
Trade régulièrement
2.6 an(s)
23 Suivis
179 Abonnés
114 J’aime
Publications
·
--
Baissier
While everyone's been bullish on chip stocks riding the AI wave, one whale is making the opposite bet, and printing hard. Wallet 0xEbE1 is running a 10x isolated short on $SKHX, the Hyperliquid synthetic tracking SK Hynix stock, worth $39.5M in position size. As SKHX keeps sliding, this trader is now sitting on over $10M in unrealized profit, plus another $1.23M pocketed purely from funding fees. That's the short side getting paid twice, once on price, once just for holding the position. What makes this interesting is the setup, SKHX is a synthetic tracking a real-world chip giant, so this isn't a random altcoin bet, it's a leveraged view that SK Hynix's run has further to fall even as AI infrastructure demand stays hot. Elsewhere today $BEAT is up 26% and $BANK is getting hit hard, down over 41%, reminder that conviction plays like this one are happening while the broader board stays choppy. Would you fade a whale sitting on $10M+ in unrealized gains, or ride the short with them? Drop your take, and follow, I see every new face and follow back fast. #SKHX #Whale #Hyperliquid #OnChain #SollyCrypto
While everyone's been bullish on chip stocks riding the AI wave, one whale is making the opposite bet, and printing hard.
Wallet 0xEbE1 is running a 10x isolated short on $SKHX, the Hyperliquid synthetic tracking SK Hynix stock, worth $39.5M in position size. As SKHX keeps sliding, this trader is now sitting on over $10M in unrealized profit, plus another $1.23M pocketed purely from funding fees. That's the short side getting paid twice, once on price, once just for holding the position.
What makes this interesting is the setup, SKHX is a synthetic tracking a real-world chip giant, so this isn't a random altcoin bet, it's a leveraged view that SK Hynix's run has further to fall even as AI infrastructure demand stays hot.
Elsewhere today $BEAT is up 26% and $BANK is getting hit hard, down over 41%, reminder that conviction plays like this one are happening while the broader board stays choppy.
Would you fade a whale sitting on $10M+ in unrealized gains, or ride the short with them? Drop your take, and follow, I see every new face and follow back fast.

#SKHX #Whale #Hyperliquid #OnChain #SollyCrypto
·
--
Baissier
which project here will shutdown first ? $MOVE $flow $sei $XPL $OG
which project here will shutdown first ?
$MOVE $flow $sei
$XPL $OG
·
--
Baissier
Short-term Bitcoin holders are starting to blink, and the on-chain data is picking it up in real time. CryptoQuant shows 15,100 BTC (~$1B) moved to exchanges by short-term holders in the past 24 hours, all while sitting at an unrealized loss. This metric tracks coins moved, not confirmed sales, but that distinction matters less than it sounds, transfers like this usually mean some of it's already sold and the rest is queued up waiting to hit the market. Historically, waves like this show up right when fear peaks and volatility spikes hardest. Doesn't mean a bottom is in, but it does mean short-term hands are getting shaky. Worth watching whether this flow keeps accelerating over the next 24-48 hours or starts cooling off, that's usually the tell on whether this is peak panic or just the start of a deeper flush. Are you reading this as capitulation setting up a bottom, or just the first wave of a longer shakeout? Drop your take, and follow, I see every new face and follow back fast. #Bitcoin #OnChain #CryptoAnalysis #MarketSentiment #SollyCrypto #BitcoinRecoversFromAsianSessionLows
Short-term Bitcoin holders are starting to blink, and the on-chain data is picking it up in real time.
CryptoQuant shows 15,100 BTC (~$1B) moved to exchanges by short-term holders in the past 24 hours, all while sitting at an unrealized loss. This metric tracks coins moved, not confirmed sales, but that distinction matters less than it sounds, transfers like this usually mean some of it's already sold and the rest is queued up waiting to hit the market.
Historically, waves like this show up right when fear peaks and volatility spikes hardest. Doesn't mean a bottom is in, but it does mean short-term hands are getting shaky.
Worth watching whether this flow keeps accelerating over the next 24-48 hours or starts cooling off, that's usually the tell on whether this is peak panic or just the start of a deeper flush.
Are you reading this as capitulation setting up a bottom, or just the first wave of a longer shakeout? Drop your take, and follow, I see every new face and follow back fast.
#Bitcoin #OnChain #CryptoAnalysis #MarketSentiment #SollyCrypto #BitcoinRecoversFromAsianSessionLows
·
--
Haussier
#baby $BABY @babylonlabs_io Institutional capital doesn't show up for narratives, it shows up for infrastructure that's already proven itself. @babylonlabs_io crossed $5B in total value locked on real Bitcoin staking, not speculation. Add the Aave partnership letting holders borrow against staked BTC, and you've got the building blocks institutions actually look for. $BABY powers the incentives running through the ecosystem. Always open to new faces here, follow and I follow back immediately. #baby
#baby $BABY @BabylonLabs_io
Institutional capital doesn't show up for narratives, it shows up for infrastructure that's already proven itself.
@BabylonLabs_io crossed $5B in total value locked on real Bitcoin staking, not speculation. Add the Aave partnership letting holders borrow against staked BTC, and you've got the building blocks institutions actually look for.
$BABY powers the incentives running through the ecosystem.
Always open to new faces here, follow and I follow back immediately. #baby
·
--
Baissier
Nvidia’s money loop threatens AI 👆 Yesterday, Nvidia dropped 5% – down 17% from its peak. This happened following reports of a new $500B deal with SK Hynix and talks of a $250B investment in OpenAI. How it works: 🔵 Nvidia produces and sells chips 🔵 Nvidia invests money into chip buyers 🔵 OpenAI and other AI companies buy chips Almost every chip sale is immediately recognized as revenue at the time of sale, even if the purchase itself is financed by Nvidia 👀 Investors see surging demand and record revenue, unaware of how much of that amount the company effectively paid to itself – a money loop. Jensen Huang calls this story ridiculous, while the bear Michael Burry bets against the semiconductor industry, expecting the system to break. 💬 Tension and high volatility in the semiconductor sector may persist until August 26, when Nvidia calms everyone down again with another record earnings report.
Nvidia’s money loop threatens AI 👆

Yesterday, Nvidia dropped 5% – down 17% from its peak. This happened following reports of a new $500B deal with SK Hynix and talks of a $250B investment in OpenAI.

How it works:
🔵 Nvidia produces and sells chips
🔵 Nvidia invests money into chip buyers
🔵 OpenAI and other AI companies buy chips

Almost every chip sale is immediately recognized as revenue at the time of sale, even if the purchase itself is financed by Nvidia 👀

Investors see surging demand and record revenue, unaware of how much of that amount the company effectively paid to itself – a money loop.

Jensen Huang calls this story ridiculous, while the bear Michael Burry bets against the semiconductor industry, expecting the system to break.

💬 Tension and high volatility in the semiconductor sector may persist until August 26, when Nvidia calms everyone down again with another record earnings report.
·
--
Haussier
#baby $BABY @babylonlabs_io Restaking on Ethereum changed how people think about idle capital. Bitcoin never got that same treatment, until now. @babylonlabs_io brought that same idea to BTC through Trustless Bitcoin Vaults, staking to secure PoS chains while your Bitcoin never leaves its native chain. Pair that with the Aave integration and you've got BTC doing double duty for the first time. $BABY sits behind the incentives making it work. New here? Follow me, I see it and follow back fast. #baby
#baby $BABY @BabylonLabs_io

Restaking on Ethereum changed how people think about idle capital. Bitcoin never got that same treatment, until now.
@BabylonLabs_io brought that same idea to BTC through Trustless Bitcoin Vaults, staking to secure PoS chains while your Bitcoin never leaves its native chain. Pair that with the Aave integration and you've got BTC doing double duty for the first time.
$BABY sits behind the incentives making it work.
New here? Follow me, I see it and follow back fast. #baby
·
--
Haussier
Everyone's chasing the next 100x altcoin while the actual biggest asset in the room just sits there earning nothing. @babylonlabs_io flipped that script with Trustless Bitcoin Vaults, letting BTC holders stake without giving up custody or wrapping their coins into something else. $5B+ locked already proves this isn't a theory anymore. $BABY runs the reward layer behind it. Sometimes the boring trade is the one that actually compounds. Always building new connections here, follow and I follow right back. #baby
Everyone's chasing the next 100x altcoin while the actual biggest asset in the room just sits there earning nothing.
@BabylonLabs_io flipped that script with Trustless Bitcoin Vaults, letting BTC holders stake without giving up custody or wrapping their coins into something else. $5B+ locked already proves this isn't a theory anymore.
$BABY runs the reward layer behind it. Sometimes the boring trade is the one that actually compounds.
Always building new connections here, follow and I follow right back. #baby
·
--
Haussier
#ESP & #RAVE were listed into Coinbase at same period at lately Feb. Same retracement formation. RAVE already has its own party. Now ESP turn ?
#ESP & #RAVE were listed into Coinbase at same period at lately Feb.

Same retracement formation.

RAVE already has its own party.

Now ESP turn ?
·
--
Baissier
BitMart just became the third exchange to shut down this month, and something about the withdrawal pattern isn't sitting right. On-chain trackers report zero withdrawals above $25K from BitMart in the past 24 hours across altcoins, stablecoins, and BTC, tracking over 2.5M CEX-linked addresses. No large exits from retail, market makers, or listed projects during a shutdown announcement is not the pattern you'd expect. Adding to the confusion, BitMart's own Global CEO says he wasn't part of this. He was terminated July 24, two days before the closure notice, and says he learned about it the same way the public did. $BMX has already crashed over 55% on the news. If you have funds sitting on BitMart, this is the kind of moment to verify your balance and withdrawal status directly on the platform now rather than wait. Anyone here still holding funds on BitMart? Move now or already out? Follow for updates as this develops. #BitMart #Exchange #CryptoNews #OnChain #SollyCrypto #BitMartToWindDownByJan2027
BitMart just became the third exchange to shut down this month, and something about the withdrawal pattern isn't sitting right.
On-chain trackers report zero withdrawals above $25K from BitMart in the past 24 hours across altcoins, stablecoins, and BTC, tracking over 2.5M CEX-linked addresses. No large exits from retail, market makers, or listed projects during a shutdown announcement is not the pattern you'd expect.
Adding to the confusion, BitMart's own Global CEO says he wasn't part of this. He was terminated July 24, two days before the closure notice, and says he learned about it the same way the public did.
$BMX has already crashed over 55% on the news. If you have funds sitting on BitMart, this is the kind of moment to verify your balance and withdrawal status directly on the platform now rather than wait.
Anyone here still holding funds on BitMart? Move now or already out? Follow for updates as this develops.

#BitMart #Exchange #CryptoNews #OnChain #SollyCrypto
#BitMartToWindDownByJan2027
·
--
Haussier
Bitcoin maxis avoiding DeFi always made sense to me, why hand your coins to a bridge just to chase yield. @babylonlabs_io built Trustless Bitcoin Vaults for exactly that mindset. Full self-custody the whole time, BTC never leaves its native chain, and withdrawals only clear when a proof confirms the right conditions on Bitcoin itself. $BABY powers the rewards tied to the system. Finally a DeFi product maxis don't need to make an exception for. Growing this community one genuine connection at a time, follow and I'll notice and follow right back.
Bitcoin maxis avoiding DeFi always made sense to me, why hand your coins to a bridge just to chase yield.
@BabylonLabs_io built Trustless Bitcoin Vaults for exactly that mindset. Full self-custody the whole time, BTC never leaves its native chain, and withdrawals only clear when a proof confirms the right conditions on Bitcoin itself.
$BABY powers the rewards tied to the system. Finally a DeFi product maxis don't need to make an exception for.
Growing this community one genuine connection at a time, follow and I'll notice and follow right back.
·
--
Baissier
Trump team wallets just moved again, and the chart already knows the pattern by now. An hour ago, 10.84M $TRUMP ($16.91M) left their wallet, likely routing through BitGo before hitting exchanges based on how prior batches played out. This isn't a one-off either, over the past 5 months they've sent out 48.25M TRUMP ($172.4M) across three separate batches. Every single time, price has taken the hit. TRUMP is down more than 66% across that same stretch. Custody transfers don't guarantee a sale, but the correlation here is hard to ignore at this point. Elsewhere today $EUL is ripping 76% while $DEXE bleeds 44%, reminder that capital's still very much in motion across the board, not just watching this one story. Are you still holding through moves like this, or is this the kind of pattern that gets you out? Drop your take, and follow, I see every new face and follow back fast. #TRUMP #Memecoin #OnChain #CryptoNews #SollyCrypto
Trump team wallets just moved again, and the chart already knows the pattern by now.
An hour ago, 10.84M $TRUMP ($16.91M) left their wallet, likely routing through BitGo before hitting exchanges based on how prior batches played out. This isn't a one-off either, over the past 5 months they've sent out 48.25M TRUMP ($172.4M) across three separate batches.
Every single time, price has taken the hit. TRUMP is down more than 66% across that same stretch. Custody transfers don't guarantee a sale, but the correlation here is hard to ignore at this point.
Elsewhere today $EUL is ripping 76% while $DEXE bleeds 44%, reminder that capital's still very much in motion across the board, not just watching this one story.
Are you still holding through moves like this, or is this the kind of pattern that gets you out? Drop your take, and follow, I see every new face and follow back fast.

#TRUMP #Memecoin #OnChain #CryptoNews #SollyCrypto
·
--
Haussier
#baby $BABY @babylonlabs_io I've gone back and forth on whether "trustless" BTC yield is even possible without some hidden custodian buried three layers deep. @BabylonLabs_io's answer is BitVM3, moving the heavy computation off-chain and verifying the result back on Bitcoin through compact proofs. That's what lets Trustless Bitcoin Vaults work without wrapping or bridging anything. $BABY sits behind the reward mechanics. Good engineering doesn't need the flashy pitch to hold up. Down to connect with new minds here, follow me and it's an instant follow back.
#baby $BABY @BabylonLabs_io
I've gone back and forth on whether "trustless" BTC yield is even possible without some hidden custodian buried three layers deep.
@BabylonLabs_io's answer is BitVM3, moving the heavy computation off-chain and verifying the result back on Bitcoin through compact proofs. That's what lets Trustless Bitcoin Vaults work without wrapping or bridging anything.
$BABY sits behind the reward mechanics. Good engineering doesn't need the flashy pitch to hold up.
Down to connect with new minds here, follow me and it's an instant follow back.
·
--
Haussier
#baby $BABY @babylonlabs_io Roughly 56,853 $BTC is sitting staked through Babylon's protocol right now, and most people scrolling past that number have no idea what's actually running underneath it. @BabylonLabs_io's Trustless Bitcoin Vaults let that BTC help secure PoS chains while staying fully self-custodial, and the Aave partnership adds borrowing power on top without ever wrapping the asset. $BABY runs the incentives across the ecosystem. Numbers like that don't build on hype alone. Follow me if you're building in this space too, I see every new follow and return it right away.
#baby $BABY @BabylonLabs_io

Roughly 56,853 $BTC is sitting staked through Babylon's protocol right now, and most people scrolling past that number have no idea what's actually running underneath it.
@BabylonLabs_io's Trustless Bitcoin Vaults let that BTC help secure PoS chains while staying fully self-custodial, and the Aave partnership adds borrowing power on top without ever wrapping the asset.
$BABY runs the incentives across the ecosystem. Numbers like that don't build on hype alone.
Follow me if you're building in this space too, I see every new follow and return it right away.
·
--
Haussier
#baby $BABY @babylonlabs_io Real question for anyone holding BTC long term: would you rather your Bitcoin sit untouched in cold storage, or work for you through something like @babylonlabs_io 's Trustless Bitcoin Vaults? Vote and tell me why in the comments, and follow if you're serious about this space, I return every follow right away. #baby
#baby $BABY @BabylonLabs_io

Real question for anyone holding BTC long term: would you rather your Bitcoin sit untouched in cold storage, or work for you through something like @BabylonLabs_io 's Trustless Bitcoin Vaults?

Vote and tell me why in the comments, and follow if you're serious about this space, I return every follow right away. #baby
Untouched, security over yield
0%
Staked through TBV, yield more
0%
Depends on how much Im holding
0%
Need to understand TBV better
0%
0 Votes • Vote fermé
·
--
Baissier
Someone parked $10M fresh USDC on Hyperliquid with one goal: short $CXMT hard. Whale 0xf292 has built a 2.10M CXMT short worth $13.04M, and it's already up around $502K. Not stopping there either, another $4.32M in limit short orders sitting ready to fill if price cooperates. Liquidation price sits at $13.45, so there's real room before this position gets tested. Deploying size like that without heavy leverage usually means conviction, not a quick flip. Whether it's a hedge or a straight directional bet, someone's clearly betting CXMT has further to fall. Elsewhere today $EUL is up 76% and $DEXE down 44%, reminder that big moves are happening across the board, not just here. Would you fade a whale this size or ride the short with them? Drop your take, and follow, I see every new face and follow back fast. #CXMT #Whale #Hyperliquid #OnChain #SollyCrypto
Someone parked $10M fresh USDC on Hyperliquid with one goal: short $CXMT hard.
Whale 0xf292 has built a 2.10M CXMT short worth $13.04M, and it's already up around $502K. Not stopping there either, another $4.32M in limit short orders sitting ready to fill if price cooperates. Liquidation price sits at $13.45, so there's real room before this position gets tested.
Deploying size like that without heavy leverage usually means conviction, not a quick flip. Whether it's a hedge or a straight directional bet, someone's clearly betting CXMT has further to fall.
Elsewhere today $EUL is up 76% and $DEXE down 44%, reminder that big moves are happening across the board, not just here.
Would you fade a whale this size or ride the short with them? Drop your take, and follow, I see every new face and follow back fast.

#CXMT #Whale #Hyperliquid #OnChain #SollyCrypto
·
--
Baissier
SUI don già drop 82.8% from its ATH almost a year ago, and another unlock dey come August 1st. 13.72M $SUI releasing, split across Early Contributors (7.65M), Community Reserve (4M), and Mysten Labs Treasury (2.07M). That's about $9.76M in fresh supply hitting the market. Not an isolated thing either, 22.6M tokens (~$16.1M) already unlocked in the past 30 days across four events. Vesting schedule now at 40.6% complete. Allocation-wise, Community Reserve leads at 52.2%, then Community at 26.0%, Private Investors at 14.1%. Heavy community weighting, different pressure than VC-dominated unlocks. $SUI sitting at $0.7136 now. Meanwhile $EUL up 76% and $DEXE down 44% today, capital still rotating fast despite the chop. Is this unlock priced in already, or still an overhang? Drop your take, and follow, I see every new face and follow back immediately. #SUI #TokenUnlock #Altcoins #SollyCrypto
SUI don già drop 82.8% from its ATH almost a year ago, and another unlock dey come August 1st.
13.72M $SUI releasing, split across Early Contributors (7.65M), Community Reserve (4M), and Mysten Labs Treasury (2.07M). That's about $9.76M in fresh supply hitting the market.
Not an isolated thing either, 22.6M tokens (~$16.1M) already unlocked in the past 30 days across four events. Vesting schedule now at 40.6% complete.
Allocation-wise, Community Reserve leads at 52.2%, then Community at 26.0%, Private Investors at 14.1%. Heavy community weighting, different pressure than VC-dominated unlocks.
$SUI sitting at $0.7136 now. Meanwhile $EUL up 76% and $DEXE down 44% today, capital still rotating fast despite the chop.
Is this unlock priced in already, or still an overhang? Drop your take, and follow, I see every new face and follow back immediately.

#SUI #TokenUnlock #Altcoins #SollyCrypto
·
--
Haussier
#baby $BABY Quick gut check for the $BABY community: what's actually stopping you from staking BTC through @babylonlabs_io 's Trustless Bitcoin Vaults right now? Drop your answer below too, curious which one's actually most common.
#baby $BABY

Quick gut check for the $BABY community: what's actually stopping you from staking BTC through @BabylonLabs_io 's Trustless Bitcoin Vaults right now?

Drop your answer below too, curious which one's actually most common.
Still learning how TBV works
0%
Waiting to see more adoption
0%
Already staking, loving it
100%
Prefer holding BTC untouched
0%
1 Votes • Vote fermé
·
--
Baissier
📉 Cryptocurrency Performance Year to Date $BTC: -29.72% $ETH: -40.48% $BNB: -36.52% $XRP: -47.43% $SOL: -44.49%
📉 Cryptocurrency Performance Year to Date

$BTC: -29.72%

$ETH: -40.48%

$BNB: -36.52%

$XRP: -47.43%

$SOL: -44.49%
·
--
Haussier
#baby $BABY @babylonlabs_io Not going to pretend I understand every line of the BitVM3 whitepaper, but the outcome is simple enough to explain. @BabylonLabs_io uses it to move heavy computation off-chain, then verifies everything back on Bitcoin through compact proofs, cutting costs while keeping full security. That's what makes Trustless Bitcoin Vaults actually work without wrapping or bridging your BTC anywhere. $BABY sits behind the reward structure for the whole system. Good engineering doesn't need to be flashy to matter. #baby
#baby $BABY @BabylonLabs_io
Not going to pretend I understand every line of the BitVM3 whitepaper, but the outcome is simple enough to explain.
@BabylonLabs_io uses it to move heavy computation off-chain, then verifies everything back on Bitcoin through compact proofs, cutting costs while keeping full security. That's what makes Trustless Bitcoin Vaults actually work without wrapping or bridging your BTC anywhere.
$BABY sits behind the reward structure for the whole system. Good engineering doesn't need to be flashy to matter. #baby
Connectez-vous pour découvrir plus de contenu
Rejoignez la communauté mondiale des adeptes de cryptomonnaies sur Binance Square
⚡️ Suviez les dernières informations importantes sur les cryptomonnaies.
💬 Jugé digne de confiance par la plus grande plateforme d’échange de cryptomonnaies au monde.
👍 Découvrez les connaissances que partagent les créateurs vérifiés.
Adresse e-mail/Nº de téléphone
Plan du site
Préférences de cookies
CGU de la plateforme