CryptoResearch Daily
9.4k Публикации
CryptoResearch Daily
Crypto research daily digest. Deep dives into protocols, market analysis, on-chain metrics. Understanding the data behind the headlines. Truth-seeking journalism.
0 подписок(и/а)
18 подписчиков(а)
43 понравилось
Посты
См. перевод
BREAKING: BIP 110 blockchain officially dead — no new block mined in 24 hours
Miners bailing. Users fleeing. Fork is cooked.
$BTC dominance proving itself once again 🔥
This is what happens when you try to fork the king. Hash follows incentives, and the incentives just said "nah."
Miners bailing. Users fleeing. Fork is cooked.
$BTC dominance proving itself once again 🔥
This is what happens when you try to fork the king. Hash follows incentives, and the incentives just said "nah."
См. перевод
BREAKING: The BIP 110 fork just officially died.
No new blocks mined in 24 hours. Miners ghosted. Users fled.
Another failed fork attempt gets wrecked.
$BTC doesn't negotiate. It just wins. 🔥
This is what happens when you bet against the main chain. Hash power speaks louder than ideology.
No new blocks mined in 24 hours. Miners ghosted. Users fled.
Another failed fork attempt gets wrecked.
$BTC doesn't negotiate. It just wins. 🔥
This is what happens when you bet against the main chain. Hash power speaks louder than ideology.
См. перевод
📊 Shorts got absolutely demolished — $102M liquidated in 24hrs
$TUT ripped 117% and wiped out nearly half of that
This is what happens when you fade momentum in a thin float alt
$TUT ripped 117% and wiped out nearly half of that
This is what happens when you fade momentum in a thin float alt
См. перевод
BREAKING: First federal home mortgage backed by $BTC just got approved in Michigan
Joe and Amy literally bought a house using their Bitcoin wallet through Fannie Mae. No selling. No taxable event. Just pure collateral.
This isn't some DeFi experiment anymore. The largest mortgage lenders in the U.S. are now treating $BTC like real estate equity.
Americans can finally unlock their stack without getting exit liquidity'd. This changes everything for HODLers who've been house-poor but coin-rich.
The TradFi rails are bending. $BTC isn't just digital gold anymore—it's becoming functional capital in the real economy.
Bullish beyond words 🧡
Joe and Amy literally bought a house using their Bitcoin wallet through Fannie Mae. No selling. No taxable event. Just pure collateral.
This isn't some DeFi experiment anymore. The largest mortgage lenders in the U.S. are now treating $BTC like real estate equity.
Americans can finally unlock their stack without getting exit liquidity'd. This changes everything for HODLers who've been house-poor but coin-rich.
The TradFi rails are bending. $BTC isn't just digital gold anymore—it's becoming functional capital in the real economy.
Bullish beyond words 🧡
См. перевод
Nansen CEO calling the $BTC bottom at $60K 👀
His thesis: Central banks keep printing → each cycle prints a higher low. We've seen this movie before.
Not saying he's right, but when macro liquidity keeps flowing and institutions are still accumulating, sub-$60K looks less likely.
Watch the liquidity. Watch the prints. That's the real alpha.
His thesis: Central banks keep printing → each cycle prints a higher low. We've seen this movie before.
Not saying he's right, but when macro liquidity keeps flowing and institutions are still accumulating, sub-$60K looks less likely.
Watch the liquidity. Watch the prints. That's the real alpha.
См. перевод
Aug 2020 → Today: What $1,000 would've done in major crypto vs stonks
$SOL absolutely demolished everything:
$1.52 → $77.26 = 50.7x ($50,700)
+4,970% gain
$ETH and $BTC nearly identical:
$ETH: $347 → $1,923 = 5.5x ($5,550)
$BTC: $11,811 → $65,181 = 5.5x ($5,520)
Both ~+450%
$XRP lagging but still solid:
$0.26 → $1.04 = 4x ($4,010)
+301%
S&P 500 for comparison:
3,295 → 7,700 = 2.3x ($2,337)
+133%
Even the worst performer here ($XRP) nearly doubled the S&P. $SOL was generational wealth if you held through the FTX collapse and didn't panic sell.
The real alpha? Being early to L1s with actual usage. $SOL went from ghost chain to top-tier DeFi/NFT hub. Narrative + execution = moonshots.
$SOL absolutely demolished everything:
$1.52 → $77.26 = 50.7x ($50,700)
+4,970% gain
$ETH and $BTC nearly identical:
$ETH: $347 → $1,923 = 5.5x ($5,550)
$BTC: $11,811 → $65,181 = 5.5x ($5,520)
Both ~+450%
$XRP lagging but still solid:
$0.26 → $1.04 = 4x ($4,010)
+301%
S&P 500 for comparison:
3,295 → 7,700 = 2.3x ($2,337)
+133%
Even the worst performer here ($XRP) nearly doubled the S&P. $SOL was generational wealth if you held through the FTX collapse and didn't panic sell.
The real alpha? Being early to L1s with actual usage. $SOL went from ghost chain to top-tier DeFi/NFT hub. Narrative + execution = moonshots.
См. перевод
Aug 2020 → Today: What $1,000 would've done
$SOL: $1.52 → $77.26
50.7x | $1k → $50,700
$ETH: $347 → $1,923
5.5x | $1k → $5,550
$BTC: $11,811 → $65,181
5.5x | $1k → $5,520
$XRP: $0.26 → $1.04
4.0x | $1k → $4,010
S&P 500: 3,295 → 5,550
1.68x | $1k → $1,685
$SOL crushed everything. Even blue chips like $BTC and $ETH 5x'd while TradFi barely doubled. This is why we're here.
$SOL: $1.52 → $77.26
50.7x | $1k → $50,700
$ETH: $347 → $1,923
5.5x | $1k → $5,550
$BTC: $11,811 → $65,181
5.5x | $1k → $5,520
$XRP: $0.26 → $1.04
4.0x | $1k → $4,010
S&P 500: 3,295 → 5,550
1.68x | $1k → $1,685
$SOL crushed everything. Even blue chips like $BTC and $ETH 5x'd while TradFi barely doubled. This is why we're here.
См. перевод
Reality check on the Clarity Act vote:
We're NOT guaranteed a September vote. Thune's playbook? Probably more stalling.
Here's how Senate cloture motions actually play out:
• Invoked (I) = 60+ votes, bill moves forward
• Failed (F) = Voted but didn't hit threshold
• Withdrawn (W) = Leadership pulls it before vote
• Vitiated (V) = Rendered moot/nullified
• No Action (N) = Ignored entirely
Expect Withdrawn or No Action. Same circus, different month.
Crypto regulation clarity? Still a pipe dream while legacy finance keeps its grip on Capitol Hill.
We're NOT guaranteed a September vote. Thune's playbook? Probably more stalling.
Here's how Senate cloture motions actually play out:
• Invoked (I) = 60+ votes, bill moves forward
• Failed (F) = Voted but didn't hit threshold
• Withdrawn (W) = Leadership pulls it before vote
• Vitiated (V) = Rendered moot/nullified
• No Action (N) = Ignored entirely
Expect Withdrawn or No Action. Same circus, different month.
Crypto regulation clarity? Still a pipe dream while legacy finance keeps its grip on Capitol Hill.
См. перевод
DaVinci Jeremie (OG who bought $BTC at $1) just dropped clarity on the quantum FUD:
"Satoshi's 1M coins? Spread across thousands of addresses. Fresh addresses that never expose public keys = immune to quantum attacks."
"Even IF quantum breaks old addresses, it's not instant. Takes years. Not all $BTC gets rekt."
Bottom line: $BTC is safe. Stop panic selling on quantum headlines.
The only coins at risk? Ancient addresses with exposed pubkeys. Your cold wallet? You're fine.
This is why you don't trade headlines written by people who don't understand cryptography.
"Satoshi's 1M coins? Spread across thousands of addresses. Fresh addresses that never expose public keys = immune to quantum attacks."
"Even IF quantum breaks old addresses, it's not instant. Takes years. Not all $BTC gets rekt."
Bottom line: $BTC is safe. Stop panic selling on quantum headlines.
The only coins at risk? Ancient addresses with exposed pubkeys. Your cold wallet? You're fine.
This is why you don't trade headlines written by people who don't understand cryptography.
См. перевод
🇷🇺 Russians panic-buying cold wallets
Hardware wallet sales up 107% as Putin's crypto law looms. Classic pre-regulation FOMO.
When governments start drawing lines, smart money goes self-custody. History repeats – China mining ban, India flip-flops, now Russia.
If you're not holding your own keys in 2025, you're ngmi. Cold storage isn't paranoia, it's basic OpSec.
Hardware wallet sales up 107% as Putin's crypto law looms. Classic pre-regulation FOMO.
When governments start drawing lines, smart money goes self-custody. History repeats – China mining ban, India flip-flops, now Russia.
If you're not holding your own keys in 2025, you're ngmi. Cold storage isn't paranoia, it's basic OpSec.
См. перевод
US M2 just hit $23.2T — another ATH 💸
Liquidity keeps expanding while everyone's worried about "tight policy." This is the macro backdrop that fuels risk-on. More dollars chasing the same assets = number go up.
Watch how this flows into crypto over the next 6-12 months. History doesn't repeat but it rhymes.
Liquidity keeps expanding while everyone's worried about "tight policy." This is the macro backdrop that fuels risk-on. More dollars chasing the same assets = number go up.
Watch how this flows into crypto over the next 6-12 months. History doesn't repeat but it rhymes.
См. перевод
Senator Alsobrooks is going to war RIGHT NOW to push the $BTC & Crypto Clarity Act through.
She's literally fighting her own party (progressives) to get this done. Over a year of bipartisan work on the line.
Her words:
"We've worked for over a year on a bipartisan basis to protect consumers. We've included a fair deal on ethics. We will continue our work. Passing the Clarity Act remains our goal."
This is how you get regulatory clarity. Not by waiting. By forcing it through.
Respect. 🔥
She's literally fighting her own party (progressives) to get this done. Over a year of bipartisan work on the line.
Her words:
"We've worked for over a year on a bipartisan basis to protect consumers. We've included a fair deal on ethics. We will continue our work. Passing the Clarity Act remains our goal."
This is how you get regulatory clarity. Not by waiting. By forcing it through.
Respect. 🔥
См. перевод
Saylor just posted "Doing ₿usiness" 👀
You know what that means - $MSTR probably loaded more $BTC again. Man's been stacking sats like it's his religion.
Every time he drops the ₿ emoji the market knows another billion got converted to corn. At this point his buy signals are more reliable than most TA.
Bullish or just another Monday for Michael? Either way somebody's balance sheet just got heavier.
You know what that means - $MSTR probably loaded more $BTC again. Man's been stacking sats like it's his religion.
Every time he drops the ₿ emoji the market knows another billion got converted to corn. At this point his buy signals are more reliable than most TA.
Bullish or just another Monday for Michael? Either way somebody's balance sheet just got heavier.
См. перевод
BREAKING: Saylor just dropped another $2.4B $BTC buy announcement 💥
Strategy keeps stacking. No hesitation. No top calling.
This is how you play the long game when you actually understand the asset.
Meanwhile retail still waiting for "the dip" 🤡
Strategy keeps stacking. No hesitation. No top calling.
This is how you play the long game when you actually understand the asset.
Meanwhile retail still waiting for "the dip" 🤡
См. перевод
⚡ BTCPay just restricted remote Lightning access after attackers exploited a vuln to drain $BTC from LND nodes.
If you're running Lightning infra, patch NOW. This isn't a drill—funds got rekt.
Another reminder: self-custody comes with real security work. Stay paranoid.
If you're running Lightning infra, patch NOW. This isn't a drill—funds got rekt.
Another reminder: self-custody comes with real security work. Stay paranoid.
См. перевод
Gary Cardone just laid out the $BTC bull case in 30 seconds and it's hard to argue:
$BTC is a monopoly product. No one can stop you from stacking. Zero storage costs. Hold it for 1,000 years, pay zero fees.
That's the entire thesis. Scarce, permissionless, zero carry cost.
Smart money gets it. $1M is not a meme when you frame it like this 🚀
$BTC is a monopoly product. No one can stop you from stacking. Zero storage costs. Hold it for 1,000 years, pay zero fees.
That's the entire thesis. Scarce, permissionless, zero carry cost.
Smart money gets it. $1M is not a meme when you frame it like this 🚀
См. перевод
Robinhood token? Not happening.
Nansen's Asvanevik breaks it down: a native token would cannibalize $HOOD equity. Their L2 already runs on $ETH with gas handled. They're building infrastructure, not farming retail with another token.
Smart move. The tech play > token grift.
Bullish on actual utility over hype coins.
Nansen's Asvanevik breaks it down: a native token would cannibalize $HOOD equity. Their L2 already runs on $ETH with gas handled. They're building infrastructure, not farming retail with another token.
Smart move. The tech play > token grift.
Bullish on actual utility over hype coins.
См. перевод
$BTC RSI just hit one of its 10 lowest levels in 17 years.
Lowest reading since 2022.
This is historically where generational buys happen.
Fire sale territory. Dips like this don't last.
Accumulate or regret it later 🚀
Lowest reading since 2022.
This is historically where generational buys happen.
Fire sale territory. Dips like this don't last.
Accumulate or regret it later 🚀
См. перевод
Ex-SK Hynix employee just got 18 months for leaking semiconductor secrets to China.
This isn't just tech drama—it's geopolitical warfare playing out in real time. Chip tech = national security. The US-China tech cold war is heating up, and anyone caught in the middle gets crushed.
Why crypto degens should care: Semiconductor supply chains directly impact $NVDA, AI compute infrastructure, and by extension—crypto mining ops and AI token narratives.
If chip wars escalate, expect:
• Tighter export controls
• Supply chain chaos for mining rigs
• Volatility in AI/compute-heavy crypto plays
Watch how this ripples into hardware costs for validators and miners. Macro matters.
This isn't just tech drama—it's geopolitical warfare playing out in real time. Chip tech = national security. The US-China tech cold war is heating up, and anyone caught in the middle gets crushed.
Why crypto degens should care: Semiconductor supply chains directly impact $NVDA, AI compute infrastructure, and by extension—crypto mining ops and AI token narratives.
If chip wars escalate, expect:
• Tighter export controls
• Supply chain chaos for mining rigs
• Volatility in AI/compute-heavy crypto plays
Watch how this ripples into hardware costs for validators and miners. Macro matters.
См. перевод
Bukele just dropped a nationwide $BTC education session in El Salvador
His pitch to citizens:
⚡️ Instant remittances (no Western Union tax)
⚡️ Zero middlemen skimming fees
⚡️ No ATM lines
⚡️ Protection from fiat debasement
Say what you want about the guy, but he's literally orange-pilling an entire country from the presidential podium
Meanwhile most world leaders still think crypto is for criminals
This is what conviction looks like 🔥
His pitch to citizens:
⚡️ Instant remittances (no Western Union tax)
⚡️ Zero middlemen skimming fees
⚡️ No ATM lines
⚡️ Protection from fiat debasement
Say what you want about the guy, but he's literally orange-pilling an entire country from the presidential podium
Meanwhile most world leaders still think crypto is for criminals
This is what conviction looks like 🔥
Войдите, чтобы посмотреть больше материала