cryptomomX
#airdrop #onchain
4 Följer
835 Följare
85 Gilla-markeringar
3 Delade
Inlägg
Alla
Offerter
Many thanks sis
مكافأة مني لك تجدها مثبت في اول منشور ❤️
Onchain $BTC - The metric you need to know before making decision during downtrend.
I've gone through 2 downtrend since 2017, and one thing I learned: this isn't the time to rush.
The key for success is patience, you must have the best possible position before next uptrend
Sometimes, basics are the best, you don't need to know much, these metrics of onchain $BTC are enough to determine the bottom zone:
1/ Realized price: the "average cost basic" at which all bitcoin were purchased!
Currently it stays around 55K -> compare with historical price, when $BTC drops to below the realized price, it's the most ideal price to all-in your bag.
2/ MVRV (Market Value to Realized Value)
Current: 1.22 -> market is at "fair value" zone, still higher than accumulation zone (<1.0).
Compared with historical data 0.5-0.8 at 2018/2022, $BTC may decline ~18-36% from here to meet the same MVRV levels.
3. SOPR (Spent Output Profit Ratio)
Current: 0.98 -> it shows the slight capitulation but not extreme levels (<0.95). The bottoming SOPR usually remains under 0.95 for a longer period.
4. NUPL (Net Unrealized Profit/Loss)
Current: 0.18 it's still in the "hope" phrase, we need a negative NUPL to see the market fully capitulate.
5. Puell Multiple (miner profitability by comparing daily revenue (USD) against its 365-day moving average.)
current: 0.77 -> Miners are under pressure but haven't reached full capitulation.
History shows that bottoms often forms when it below 0.5.
Bottom line:
Apply to this cycle, BTC is in the early stage of accumulation but has not reached the full capitulation. It needs time for deeper discount!
Using the metrics above to calculate:
Extremely bear: 38K-44K
Base case: 55K-60K
From my POV 55K-60K I'll start #DCA, under realized price I'll all-in my bag.
#Onchain #OnChainAnalysis
The key for success is patience, you must have the best possible position before next uptrend
Sometimes, basics are the best, you don't need to know much, these metrics of onchain $BTC are enough to determine the bottom zone:
1/ Realized price: the "average cost basic" at which all bitcoin were purchased!
Currently it stays around 55K -> compare with historical price, when $BTC drops to below the realized price, it's the most ideal price to all-in your bag.
2/ MVRV (Market Value to Realized Value)
Current: 1.22 -> market is at "fair value" zone, still higher than accumulation zone (<1.0).
Compared with historical data 0.5-0.8 at 2018/2022, $BTC may decline ~18-36% from here to meet the same MVRV levels.
3. SOPR (Spent Output Profit Ratio)
Current: 0.98 -> it shows the slight capitulation but not extreme levels (<0.95). The bottoming SOPR usually remains under 0.95 for a longer period.
4. NUPL (Net Unrealized Profit/Loss)
Current: 0.18 it's still in the "hope" phrase, we need a negative NUPL to see the market fully capitulate.
5. Puell Multiple (miner profitability by comparing daily revenue (USD) against its 365-day moving average.)
current: 0.77 -> Miners are under pressure but haven't reached full capitulation.
History shows that bottoms often forms when it below 0.5.
Bottom line:
Apply to this cycle, BTC is in the early stage of accumulation but has not reached the full capitulation. It needs time for deeper discount!
Using the metrics above to calculate:
Extremely bear: 38K-44K
Base case: 55K-60K
From my POV 55K-60K I'll start #DCA, under realized price I'll all-in my bag.
#Onchain #OnChainAnalysis
Solstice growing fast with TVL hit $366M on Solana, ranking #32 of Stable coin
Within Q1 2026 @solsticefi 's fees reached $763K
It's quite strong during the downtrend
eUSX now trading around $1.025 (higher than peg)
Bullish catalysts:
• @kamino integration
Credit market live
~1% borrow rate + $10M incentives
• @ExponentFinance LP incentives
$20K rewards for eUSX liquidity
(ending today)
• StableHacks 2026 (Mar 13–22)
$220K prize pool
Solana Foundation, AMINA, UBS involved
• SLX TGE soon - maybe end of March
Backed by Deus X Capital ($1B+ AUM).
Solstice're pushing more integrations across Solana DeFi such as Kamino, Exponent etc. 30x flares incentives look pretty attractive, tbh.
IMO, if Solana DeFi keeps heating up, Solstice might become an interesting stablecoin + yield layer to watch.
Within Q1 2026 @solsticefi 's fees reached $763K
It's quite strong during the downtrend
eUSX now trading around $1.025 (higher than peg)
Bullish catalysts:
• @kamino integration
Credit market live
~1% borrow rate + $10M incentives
• @ExponentFinance LP incentives
$20K rewards for eUSX liquidity
(ending today)
• StableHacks 2026 (Mar 13–22)
$220K prize pool
Solana Foundation, AMINA, UBS involved
• SLX TGE soon - maybe end of March
Backed by Deus X Capital ($1B+ AUM).
Solstice're pushing more integrations across Solana DeFi such as Kamino, Exponent etc. 30x flares incentives look pretty attractive, tbh.
IMO, if Solana DeFi keeps heating up, Solstice might become an interesting stablecoin + yield layer to watch.
Q 🔥NOW: @edgeX_exchange #1 revenue among pre-TGE perp DEXs!
Sometimes EdgeX's fees even cross Hyperliquid!
and its mobile app is going viral!
If you missed $HYPE, here's your deep dive research & #Airdrop opportunity:
1⃣/ Not hype, but real volume and real revenue.
EdgeX states that its purpose is to “build something traders love to use” merging the speed and deep liquidity of CEX with the transparency & self-custody of Defi
🔸 #1 revenue among pre-TGE perp DEXs: fee annualized 636M (uptodate, defilama)
🔸 Super tight spread within 1bps
🔸 Mobile app with UX smooth like a CEX!
🔸 Deliver sub-10 ms execution and 200,000+ orders / sec via StarkEx ZK-rollup infrastructure.
🔸 Guarantee self-custody and on-chain verifiability through ZK proofs and forced-withdrawal mechanisms.
🔸 Offer a “trader-centric collage” of modular financial tools (perps, spot, vaults) that can be composed permissionlessly.
🔸 Aggregate liquidity across 70+ blockchains to minimize slippage and enable cross-chain deposits/withdrawals.
2⃣/ Incubated by Amber Group, top MM in the space.
Deep liquidity ✅
(I assume that users mostly institutions, close relationships with other MM)
3⃣/ Opportunities:
Trading fee sometime surpassed Hyperliquid, showing strong real trader activity
-> It's still pre-TGE, real users, real revenue & opportunities for you!
It's one of the most promising airdrop farms!
Join my team to get this benefits
👉 Auto VIP1
👉 1.1x points boost
Trading fee down to 0.01%
👉 pro.edgex.exchange/referral/NBI
Sometimes EdgeX's fees even cross Hyperliquid!
and its mobile app is going viral!
If you missed $HYPE, here's your deep dive research & #Airdrop opportunity:
1⃣/ Not hype, but real volume and real revenue.
EdgeX states that its purpose is to “build something traders love to use” merging the speed and deep liquidity of CEX with the transparency & self-custody of Defi
🔸 #1 revenue among pre-TGE perp DEXs: fee annualized 636M (uptodate, defilama)
🔸 Super tight spread within 1bps
🔸 Mobile app with UX smooth like a CEX!
🔸 Deliver sub-10 ms execution and 200,000+ orders / sec via StarkEx ZK-rollup infrastructure.
🔸 Guarantee self-custody and on-chain verifiability through ZK proofs and forced-withdrawal mechanisms.
🔸 Offer a “trader-centric collage” of modular financial tools (perps, spot, vaults) that can be composed permissionlessly.
🔸 Aggregate liquidity across 70+ blockchains to minimize slippage and enable cross-chain deposits/withdrawals.
2⃣/ Incubated by Amber Group, top MM in the space.
Deep liquidity ✅
(I assume that users mostly institutions, close relationships with other MM)
3⃣/ Opportunities:
Trading fee sometime surpassed Hyperliquid, showing strong real trader activity
-> It's still pre-TGE, real users, real revenue & opportunities for you!
It's one of the most promising airdrop farms!
Join my team to get this benefits
👉 Auto VIP1
👉 1.1x points boost
Trading fee down to 0.01%
👉 pro.edgex.exchange/referral/NBI
Giải thích Hopium, Copium, Fudium 3 liều “thuốc phiện cảm xúc” mà dân crypto nào cũng từng hít 😶🌫️
💊 Hopium = Hope + Opium
→ Ảo tưởng lạc quan. Tin rằng mọi thứ sẽ moon dù chẳng có cơ sở gì.
💨 Copium = Cope + Opium
→ Ảo tưởng chịu đựng. Market sập rồi vẫn tự an ủi “team vẫn build”, “vẫn early”…
🕳️ Fudium = FUD + Opium
→ Ảo tưởng bi quan. Cứ thấy market xanh là lo sập, nghi ngờ mọi thứ.
Cuối cùng, dù hít loại nào thì cũng chỉ là liều giảm đau cho cảm xúc, chứ không thay đổi được thực tế.
Stay rational 🧠
💊 Hopium = Hope + Opium
→ Ảo tưởng lạc quan. Tin rằng mọi thứ sẽ moon dù chẳng có cơ sở gì.
💨 Copium = Cope + Opium
→ Ảo tưởng chịu đựng. Market sập rồi vẫn tự an ủi “team vẫn build”, “vẫn early”…
🕳️ Fudium = FUD + Opium
→ Ảo tưởng bi quan. Cứ thấy market xanh là lo sập, nghi ngờ mọi thứ.
Cuối cùng, dù hít loại nào thì cũng chỉ là liều giảm đau cho cảm xúc, chứ không thay đổi được thực tế.
Stay rational 🧠
$FET hits a new all-time high in 2023 after the latest update! 🚀
Breaking through resistance at 0.7x, with the next target at $1. Strong buy orders observed, over $2.6M net withdrawal in the past 24 hours. No selling activity from whale wallets.
@defilearn_net
Breaking through resistance at 0.7x, with the next target at $1. Strong buy orders observed, over $2.6M net withdrawal in the past 24 hours. No selling activity from whale wallets.
@defilearn_net
#Tips for easily tracking fund movements between wallets.
Example:
👉 #FTX recently initiated the liquidation of assets on @coinbase, Wintermute, and Cumberland:
1.65M $SAND ($682k)
46.4K $SNX ($157K)
1482 $GNO ($288K)
7.6M $MATIC ($5.75M)
To explore, follow these steps:
1/ Visit the tools: scopescan.ai/?pp=NBI123
2/ Navigate to the Money Flow section (as shown in image 1)
In the "search" bar, input the wallet address you want to investigate.
Wallet #FTX: 0x97f991971a37d4ca58064e6a98fc563f03a71e5c
0x77f33da6046a03ebb0e6d33a26cb49bd738774ff
#Alameda Research: 0xf02e86d9e0efd57ad034faf52201b79917fe0713
3/ (image 2) Under "report title," select the tokens to filter, choose specific dates
From here, you'll observe the flow of funds, where they are transferred, to whom, inflow outflow of specific tokens, and on specific dates
Example:
👉 #FTX recently initiated the liquidation of assets on @coinbase, Wintermute, and Cumberland:
1.65M $SAND ($682k)
46.4K $SNX ($157K)
1482 $GNO ($288K)
7.6M $MATIC ($5.75M)
To explore, follow these steps:
1/ Visit the tools: scopescan.ai/?pp=NBI123
2/ Navigate to the Money Flow section (as shown in image 1)
In the "search" bar, input the wallet address you want to investigate.
Wallet #FTX: 0x97f991971a37d4ca58064e6a98fc563f03a71e5c
0x77f33da6046a03ebb0e6d33a26cb49bd738774ff
#Alameda Research: 0xf02e86d9e0efd57ad034faf52201b79917fe0713
3/ (image 2) Under "report title," select the tokens to filter, choose specific dates
From here, you'll observe the flow of funds, where they are transferred, to whom, inflow outflow of specific tokens, and on specific dates
Onchain $KNC 24.11.2023
21% hold by Upbit
30% staking
~8% by Binance 8
-> see more: twitter @nabiklover
21% hold by Upbit
30% staking
~8% by Binance 8
-> see more: twitter @nabiklover
A few hours ago, there was news about Kyber Network being hacked, with assets totaling over $45M affected. However, it's important to note that this was a protocol-level hack, not a breach of assets held in wallets.
At the same time, #Upbit also took action to accumulate assets.
@defilearn_net
At the same time, #Upbit also took action to accumulate assets.
@defilearn_net
$FET , $OCEAN, and $RNDR show net outflows during market corrections, signaling a potential buy-the-dip opportunity.
Meanwhile, $WLD and $AGIX consistently see inflows.
=> To lead a strong trend, focus on projects with tightened supply and fundrasing during downtrends.
#ai source: @defilearn_net
Meanwhile, $WLD and $AGIX consistently see inflows.
=> To lead a strong trend, focus on projects with tightened supply and fundrasing during downtrends.
#ai source: @defilearn_net
catch the wave of $ANKR , which has been strongly accumulated by #Upbit in the past few days.
Current market capitalization is $258 million, and all tokens are unlocked. The top 1 wallet holder owns 20% of the total supply and has significant interactions with #Upbit.
@defilearn_net
Current market capitalization is $258 million, and all tokens are unlocked. The top 1 wallet holder owns 20% of the total supply and has significant interactions with #Upbit.
@defilearn_net
1/ #Wintermute appears to have increased its $ARB token holdings since the low on Oct 20.
On 20/10, the wallet held 30M $ARB (near the bottom). Today, it's at 37M tokens. Actions like depositing on the exchange aren't for selling (a tier 1 MM won't sell low to buy high).
2/ This morning, a withdrawal of 1.12M tokens from #FalconX to the wallet.
As Q1/2024 approaches, the question looms: Will $ARB still test the bottom?
#Layer2 #Crypto
@defilearn_net
On 20/10, the wallet held 30M $ARB (near the bottom). Today, it's at 37M tokens. Actions like depositing on the exchange aren't for selling (a tier 1 MM won't sell low to buy high).
2/ This morning, a withdrawal of 1.12M tokens from #FalconX to the wallet.
As Q1/2024 approaches, the question looms: Will $ARB still test the bottom?
#Layer2 #Crypto
@defilearn_net
The continuous minting of money from #Circle to various funds and exchanges.
$BTC is approaching the 38K milestone. If it breaks, there could be a FOMO towards 40-41K. However, the DOM is increasing, so it's advisable to restrain from FOMO into altcoins that lack narratives.
Source: @defilearn.net
$BTC is approaching the 38K milestone. If it breaks, there could be a FOMO towards 40-41K. However, the DOM is increasing, so it's advisable to restrain from FOMO into altcoins that lack narratives.
Source: @defilearn.net
$CYBER after a pump of over 30%, immediately experienced a significant pullback with substantial volume, around the $8 price level.
Currently, the candle does not confirm a break, and there are many tokens deposited on #Binance , indicating enough liquidity for selling.
@defilearn_net @nabiklover
Currently, the candle does not confirm a break, and there are many tokens deposited on #Binance , indicating enough liquidity for selling.
@defilearn_net @nabiklover
📈 CASHFLOW UPDATE LAST 24H (11/11)
1/ $BTC closing candles still show bullish signs, sideways movement + decreasing BTCD => a continuous money flow into altcoins.
$1B $USDT minted on Tron. On ETH, $12.6M minted, $138M net inflow. Notably, #Wintermute depositing big on Binance.
Link tracking: https://scopescan.ai/?pp=NBI123
1/ $BTC closing candles still show bullish signs, sideways movement + decreasing BTCD => a continuous money flow into altcoins.
$1B $USDT minted on Tron. On ETH, $12.6M minted, $138M net inflow. Notably, #Wintermute depositing big on Binance.
Link tracking: https://scopescan.ai/?pp=NBI123
$KNC hit the predicted 0.9x range, but a flash dump caused a dip to 0.70x before the surge.
Holders, consider riding it out or plan to take profits near the box's upper edge but don't sell all, as a breakout could lead to a strong upward movement.
Similar to recent patterns in $LINK , $FET , $PYR.
Holders, consider riding it out or plan to take profits near the box's upper edge but don't sell all, as a breakout could lead to a strong upward movement.
Similar to recent patterns in $LINK , $FET , $PYR.
$FET trading volume remains robust this past week with no signs of distribution.
Over the last 7 days, approximately 11M tokens were withdrawn from exchanges, including 5.36M by a Coinbase whale on 3/11.
Wallet 0xB3...fc685 continues to accumulate $FET , adding $100K worth 5/11.
https://twitter.com/defilearn_net/status/1721365609982886055?s=46
#onchain #fet
Over the last 7 days, approximately 11M tokens were withdrawn from exchanges, including 5.36M by a Coinbase whale on 3/11.
Wallet 0xB3...fc685 continues to accumulate $FET , adding $100K worth 5/11.
https://twitter.com/defilearn_net/status/1721365609982886055?s=46
#onchain #fet
Logga in för att utforska mer innehåll