Empires rise and empires fall. If you aren't paying attention to what's happening in the privacy sector, you better start.
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Forwarded from Techleaks24 🇵🇸
The most corrupt actor in the privacy space today, who has been caught lying in a bug disclosure (the scientific equivalent of lying under oath), seems to have been activated by his masters in Project POSnero.
Like I explained in my post on August 12th, as more people are exposed to undeniable evidence that Monero is traceable/unfixable/obsolete, manipulating Monero’s market cap becomes exponentially more expensive. Without privacy, Monero has no utility, and with no utility miners just mine and dump.
So to keep the wheels of their honeypot scheme turning, they must centralize emissions ASAP and for this they need a POS XMR.
Now Monero’s transition into POS can be done in 2 ways:
1. A hard transition (like that of Eth) where POW is deactivated overnight.
2. A soft transition, where first an intermediary POS layer is introduced on top of the existing POW layer. And then at a later date the pow layer is removed completely.
The masters of Monero, those who sell Monero tracing services to the IRS and brainwash gullible newbies into believing that Monero is private, have aptly opted for the second, a soft transition.
To initiate it they have activated their little Pinocchio who has put forward a proposal to add a validator layer on top of POW “to mitigate selfish mining”.
Now monero miners must be (rightly so) wondering: ok then, what’s the point of POW if a bunch of Palantir controlled validators decide which blocks are final?
What they miss is that nobody cares about censoring Monero, because they already trace it. This validator layer is part of their POS transition strategy. It’s a temporary middle step to avoid having miners go squealing in the middle of a bull market that they have finally connected all the dots and Monero is a honeypot.
If you wanted proof that Chainalysis/Palantir pull the strings of Pinocchio, then this is it.
PS: Our lying psychopath is also often seen interacting with Derolytics, the guy who faked a deroproof and manipulated his explorer to make it look like there was an inflation bug exploit on Dero.
Birds of a feather flock together. 🐦
Like I explained in my post on August 12th, as more people are exposed to undeniable evidence that Monero is traceable/unfixable/obsolete, manipulating Monero’s market cap becomes exponentially more expensive. Without privacy, Monero has no utility, and with no utility miners just mine and dump.
So to keep the wheels of their honeypot scheme turning, they must centralize emissions ASAP and for this they need a POS XMR.
Now Monero’s transition into POS can be done in 2 ways:
1. A hard transition (like that of Eth) where POW is deactivated overnight.
2. A soft transition, where first an intermediary POS layer is introduced on top of the existing POW layer. And then at a later date the pow layer is removed completely.
The masters of Monero, those who sell Monero tracing services to the IRS and brainwash gullible newbies into believing that Monero is private, have aptly opted for the second, a soft transition.
To initiate it they have activated their little Pinocchio who has put forward a proposal to add a validator layer on top of POW “to mitigate selfish mining”.
Now monero miners must be (rightly so) wondering: ok then, what’s the point of POW if a bunch of Palantir controlled validators decide which blocks are final?
What they miss is that nobody cares about censoring Monero, because they already trace it. This validator layer is part of their POS transition strategy. It’s a temporary middle step to avoid having miners go squealing in the middle of a bull market that they have finally connected all the dots and Monero is a honeypot.
If you wanted proof that Chainalysis/Palantir pull the strings of Pinocchio, then this is it.
PS: Our lying psychopath is also often seen interacting with Derolytics, the guy who faked a deroproof and manipulated his explorer to make it look like there was an inflation bug exploit on Dero.
Birds of a feather flock together. 🐦
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Bull Case
The direct correlation between repo spreads (which increase as real interest rates decrease) and stablecoin inflows. Stablecoins have seen over $100bn in inflows since Trump took office. Institutions have been in risk on since then.
🚨Bitcoin is currently experiencing its strongest upward pressure from 2-year real rates this cycle.
The chart above shows the rate of change in 2-year real rates (inverted). Green bars = real rates are exerting upward pressure on Bitcoin’s price. [BTFD!]
The chart above shows the rate of change in 2-year real rates (inverted). Green bars = real rates are exerting upward pressure on Bitcoin’s price. [BTFD!]
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Bull Case
BofA Forex survey: 🟢 LONG USD the highest conviction trade for 0% for a fourth month. 🟢 SHORT USD the highest conviction trade has risen to 37% (its highest level this year) from 26%. This is the kind of forex risk on extreme that triggers parabolic bull…
🚨DXY bottom confirmed. [Expect stablecoins to balloon even faster as the long USD trade picks up. BTFD!]
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Bull Case
The direct correlation between repo spreads (which increase as real interest rates decrease) and stablecoin inflows. Stablecoins have seen over $100bn in inflows since Trump took office. Institutions have been in risk on since then.
Both Consumer Discretionary vs. Staples (RSPD/RSPS) and High Beta vs. Low Volatility (SPHB/SPLV) are breaking out to new highs. [Risk on is spreading out, buy the crypto dip before it's too late!]
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Bull Case
🚨The MOVE index continues to gravitate lower. Inflation becomes a problem only when inflation expectations are high enough to affect the long end of the curve, which is when MOVE starts spiking higher. For as long as MOVE doesn't bottom, we're at least 2…
Today's report showed PCE inflation was up 2.6% over the 12 months ending in July, while Core PCE was up 2.9%.
[The Fed has lost all its credibility and that's bullish not bearish, BTFD!]
[The Fed has lost all its credibility and that's bullish not bearish, BTFD!]
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🚨SELL YOUR GOLD FOR BITCOIN HERE (exclusive analysis by @bullcase)
BTC is dumping not because of PCE, which came inline with expectations, but because of gold retesting its ATH. This is the 4th retest since April.
Our view remains that gold has topped, with Powell's Jackson Hole speech putting a cap on it. We see this move on the last working day of August as a classic bull trap before a major top. The big rotation into crypto seems poised to begin in September.
[Buy the crypto dip before it's too late!]
BTC is dumping not because of PCE, which came inline with expectations, but because of gold retesting its ATH. This is the 4th retest since April.
Our view remains that gold has topped, with Powell's Jackson Hole speech putting a cap on it. We see this move on the last working day of August as a classic bull trap before a major top. The big rotation into crypto seems poised to begin in September.
[Buy the crypto dip before it's too late!]
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Bull Case
🚨SELL YOUR GOLD FOR BITCOIN HERE (exclusive analysis by @bullcase) BTC is dumping not because of PCE, which came inline with expectations, but because of gold retesting its ATH. This is the 4th retest since April. Our view remains that gold has topped…
🚨ICYMI: After market close on Friday, the US Court of Appeals ruled that most tariffs enacted by Trump under the International Emergency Economic Powers Act (IEEPA) are unlawful.
This ruling provides the fundamental catalyst for our bull trap scenario to materialize.
DOJ will appeal to SCOTUS, but the conservative Supreme Court recently curtailed federal agency powers in ways that could work against Trump here
*WaPo (1h ago): Some experts expect the high court to abstain from this particular case or ruling against Trump’s interests.
[Buy the crypto dip before it's too late]
This ruling provides the fundamental catalyst for our bull trap scenario to materialize.
DOJ will appeal to SCOTUS, but the conservative Supreme Court recently curtailed federal agency powers in ways that could work against Trump here
*WaPo (1h ago): Some experts expect the high court to abstain from this particular case or ruling against Trump’s interests.
[Buy the crypto dip before it's too late]
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Bull Case
🚨THE TRUE BULL HASN’T STARTED YET (exclusive analysis by @bullcase) We define capital utilization as the amount of outstanding loans divided by the total deposits across all defi lending protocols on a given date. Since 2020, capital utilization in DeFi lending…
🚨Daily yield payouts on yield bearing stablecoins have climbed to the highest point since November 2024 [Liquidity is heating up, BTFD!]
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Bull Case
The liquidity in Federal Reserve's $2.5T REPO cash sponge has been almost completely squeezed out. The balance has dropped by 99%, leaving only $22B. [WRESBAL ($3.3T) is the next liquidity sponge that will be wrung out by inflation denial, BTFD!]
🚨In the week to August 27, WRESBAL went down by almost $100B from 3,317B to 3,224B [As real rates go down with inflation, WRESBAL's $3,3T starts flooding the markets. BTFD!]
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Bull Case
🚨THE TRUE BULL HASN’T STARTED YET (exclusive analysis by @bullcase) We define capital utilization as the amount of outstanding loans divided by the total deposits across all defi lending protocols on a given date. Since 2020, capital utilization in DeFi lending…
🚨In August, DeFi liquidity utilization rate tapped 41% for the first time since 'Liberation Day' (the highest level seen in 2025) and is still trending higher. Onchain leverage is breaking out and risk appetite is reviving. Green pastures lie ahead for bulls. [BTFD before it's too late!]
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