Bull Case
744 subscribers
1.77K photos
79 videos
144 links
Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
Download Telegram
🚨Over $25B flowed into DATs in Q3 so far, 54% of that went into ETH alone. The rest flew in alts like SOL, BNB, SUI and even newer entrants like HYPE.

The DAT trade is expanding beyond BTC/ETH signaling corporate treasuries see asymmetric upside in alts.

[Most altcoins in the top 50 will get DATs. BTFD before everything moons!]
👌6🤡1😈1
Bull Case
🚨On-chain investor positioning ahead of the Fed decision: 🟢Total BTC on CEXes: 7 year low (bullish) 🟢Total ETH on CEXes: ATL (bullish) 🟢Stablecoins inflows: +13bn in 30 days (bullish) [You're not bullish enough, BTFD!]
🚨More onchain evidence of fresh "dry powder" building up for deployment ahead of FOMC: over $9bn in stablecoins has flowed into exchanges in the past 48 hours.

[BTFD before big money pumps everything!]
😈5🌚4😁2🤡1
🚨Yardeni: Another round of rate cuts in this cycle likely to not lower the unemployment rate and to cause inflation to remain above the Fed's target, while fueling speculative fires in the stock market.

[BTFD before speculative fires intensify!]
🤣6🍾2🤡1
🗂THE DERO BULL CASE (exclusive research report by @bullcase)

Ticker: DERO
Mcap: $4.5M
Target Q3 2026: $5B
Supply hardcap: 21M
Circulating supply: 16M
First Halving: Q1/Q2 2026
Consensus: POW

WHITE FLAGS:

🏳️Attacked with heavy FUD since 2022
🏳️Knowledgeable community of hardcore cypherpunks that fought & won over the FUD

DERO COMMUNITY ACHIEVEMENTS:

↳ Expose the true history of Monero and how it was hijacked from its original dev thankful_for_today*
↳ Expose that Monero is traceable* and a honeypot*
↳ Expose Monero's Cake wallet for not being reproducible*
↳ Expose connections between Chainalysis and developer funding in monero*
↳ Trace a Monero transaction using a simple Monero block explorer*
↳ Expose how all UTXO privacy chains Monero, Arrr and Zec are traced*
↳ Expose Dandelion as an attack on Monero's communication layer privacy*
↳ Expose selfish mining attacks as part of an operation to switch Monero to POS*

List of main FUD points against DERO:

DEANONYMIZATION FUD*: misrepresentation of an alpha wallet bug as a protocol issue through an untruthful vulnerability report. A Dero community investigation found that the Author, a Monero developer, lied in the report and coordinated with an entity that dumped 400K Dero* few days before the sensationalist bug report was released.

INFLATION BUG FUD*: An entity called ‘Derolytics’ followed up on the wallet bug and built an explorer exposing amounts, sender and receiver of all transactions that used the vulnerable wallet. The explorer showed 1 transaction with negative amount. Derolytics subsequently published a report calling this transaction proof of an inflation bug. A Dero community investigation found that Derolytics’ report used a fabricated deroproof.

THE ACTUAL BULL CASE:

DERO HAS THE MOST ADVANCED ONCHAIN PRIVACY TECH BY FAR: Contrary to all other privacy coins that rely on single use outputs (UTXO accounting model), Dero is the only privacy coin that uses accounts that are updated homomorphically in encrypted state.

DERO HAS THE MOST PRIVATE PEER TO PEER COMMUNICATION PROTOCOL BY FAR: Contrary to all other privacy coins that use TCP and rely on VPNs, TOR, Dandelion or other L2 solutions to obfuscate traffic origin, Dero natively combines UDP, with TLS and erasure coding.

DERO HAS THE ONLY INTERPRETER VM IN CRYPTO: Dero’s smart contracts run on an interpreter VM that executes code directly without relying on compilers. This eliminates compiler risk.

DERO HAS THE MOST ADVANCED BULLETPROOFS IN CRYPTO: Bulletproofs are cryptographic proofs that verify an account cannot spend more coins than they have. BPs are the Achille’s heel of all privacy coins, a bug in BPs is always fatal. In 2018, Dero’s BPs didn’t have any of the vulnerabilities found in Monero’s bulletproofs by Quarkslab. Today Dero’s BPs are the first and only BPs designed to work with homomorphic encryption and smart contracts.

DERO HAS THE MOST ADVANCED & EGALITARIAN POW MINING ALGO ASTROBWT*: The selfish mining attacks that keep happening on Monero and are forcing it to switch to POS are not possible on Dero.

DERO SHORT SQUEEZE: Community activists have noted that the whales behind the latest 1 year and a half FUD campaign have sold a lot of Dero before the campaign started. The sheer sophistication of the campaign suggests a commercial motive: sell high, then drive the price down with the fabricated inflation bug report to buy back cheap when panic kicks in. Since the report was debunked in time, a short squeeze now looms as these same actors attempt to re-enter their positions.*

COMPETITION: XMR, ZEC, ARRR, ZANO none
WHERE TO BUY: nonkyc, Coinex
WALLET: Engram, download the latest Engram release here

= Bullcase's most experienced analysts have independently reviewed all the facts in-depth and determined that it is FUD.

Disclaimer: This research report is for information purposes only. Never trust us, always DYOR before deciding. To discuss Dero in-depth with our analysts & researchers join @monerouncensoredchat
🤯7🔥41🤡1🤣1😈1
🚨September dot plot: 2025 median still implies 50bps of cuts, but the distribution has shifted lower (dovish tilt).

[Dots will keep moving lower, BTFD before big money floods in!]
🌚7👏1🤡1🤣1
Bull Case
🚨The MOVE index has resumed making new lows closing Friday at 73.3, the lowest since January 2022. Fed rhetoric is about to get even more dovish than at Jackson Hole. [There is no end in sight for this bull, load up spot before everything explodes!]
🚨FOMC statement: Downside risks to employment have risen.

Dots also moved lower. Miran voted for 50bps cut.

[The MOVE index keeps leading Fed's rhetoric, BTFD!]
🍾6🔥1🤡1
Bull Case pinned «🗂THE DERO BULL CASE (exclusive research report by @bullcase) Ticker: DERO Mcap: $4.5M Target Q3 2026: $5B Supply hardcap: 21M Circulating supply: 16M First Halving: Q1/Q2 2026 Consensus: POW WHITE FLAGS: 🏳️Attacked with heavy FUD since 2022 🏳️Knowledgeable…»
Bull Case
🚨Bitwise expects an imminent ‘ETPalooza’ similar to the ETF boom following the 2019 ETF rule once the SEC signs off on the Generic Listing Standards for ETPs proposed by major exchanges. Expected impact on the Crypto ETP Space: *reduced time-to-market *Increased…
🚨The SEC has approved new generic listing standards for commodity based trust shares, paving the way for digital asset products to be listed without requiring case-by-case approval.

[ETPalooza imminent, BTFD before big money floods in!]
🍾4🔥2🤡1
🚨The SEC approves the listing and trading of Grayscale Digital Large Cap Fund covering BTC, ETH, XRP, SOL and ADA

[With the new generic listing standards many ETFs pending approval will be fast tracked, BTFD!]
🍾6👌2🤡1😈1
🚨Bitcoin’s 200-week moving average is currently around $52,700, well below the previous all-time high of ~$68,000. Historically, cycle top happened only after the 200WMA reached the prior cycle’s ATH.

[No top in sight, BTFD!]
👌6😈2🤡1🤣1
Bull Case
🚨The MOVE index has resumed making new lows closing Friday at 73.3, the lowest since January 2022. Fed rhetoric is about to get even more dovish than at Jackson Hole. [There is no end in sight for this bull, load up spot before everything explodes!]
🚨Yesterday's FOMC statement, interpreted through an LLM, was the most dovish since 2021.

[The MOVE index signals we're at least 2 months away from any hawkish pivot. BTFD!]
🌚4🤡1🍾1
Bull Case
🚨BofA Survey: 2/3 of fund managers have 0 allocation to crypto [We're still early, BTFD!]
🚨84% of professional investors say they have not even started to systemically allocate to crypto.

[We're so early it hurts, BTFD before Wall St apes start buying!]
💩7🤣3🤡1
🚨Alt coin OI has increased by over $3B since yesterday's FOMC

When institutions and whales buy spot, they hedge their spot positions with futures. This is what pushes open interest higher.

[Big money is rotating into altcoins, BTFD before they pump everything!]
🍾6😈2🤡1
🚨This is the most hated rally of the last 10 years in equities. The gap in sentiment vs price action has never been wider.

[Bears in disbelief, BTFD!]
😈4🕊2🤡1🍾1
🚨 Bears capitulated yesterday.

This index tracks end-of-day flows, when institutions typically execute large orders (as opposed to retail-driven activity when market opens). Yesterday's close saw heavy bidding, fueling the rally.

[Big money is flooding in, BTFD before everything moons!]
🌚3👌1🤡1😈1
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…
🚨SELL YOUR GOLD FOR BITCOIN HERE 2 (exclusive analysis by @bullcase) The US yield curve has been steepening since yesterday’s FOMC, with long term yields rising faster than short term ones. This creates strong headwinds for gold.

With the $3T parked in WRESBAL growing increasingly restless because of inflation and lower rates, gold now stands as the 2nd largest source of hot liquidity.

Rising yields pressure Big Money to rotate out of gold, since Treasuries, unlike gold, generate risk free yield. If these dynamics intensify they could mark a technical top for gold at the September monthly close.

A technical top will unlock trillions currently tied up in gold, and push that liquidity down the risk curve into crypto, sending everything parabolic. BTFD before it starts!
🤯3🔥1🤡1🌚1
🚨Canada’s RCMP seizes $56M from TradeOgre, calling the non KYC exchange a hub for criminal funds -sauce
💩5🕊2👀2🤡1
Bull Case
🚨WRESBAL (the reserve balances of commercial banks held at the Fed) dropped another $21B this week, to $3,160B. WRESBAL outflows will accelerate when the Fed starts cutting rates next week. [$3tn are about to flood markets and go risk on, BTFD!]
🚨BREAKING: $160B HAS FLOWED OUT OF WRESBAL INTO MARKETS OVER THE PAST 7 DAYS.

WRESBAL (reserve balances of commercial banks held at the Fed) outflows will only accelerate from here now that another rate cutting cycle has officially started.

[Big money is starting to flood markets. Show some conviction and BTFD or you gonna regret it for the rest of your life!]
🤯3🍾3😈2🤡1
🚨Goldman: We continue to expect 25bp cuts in October and December, a 50bp cut is possible if the labor market weakens more than we expect.

[We're at the beginning of a new rate cutting cycle, BTFD!]
🌚4👌3🕊1🤡1