Bull Case
🚨FANTASTIC EXPLAINER ON HOW SIR WORKS! It's a new and extremely powerful defi primitive. Among others, it can be used for: 1) Maximizing upside while maintaining the same risk profile as holding spot 2) Hedging against downside risk later in the cycle…
🚨DEFIANCE AND DIREXION FILE FOR LEVERED ETFS TARGETING 3X FOR BTC, ETH, SOL
Who needs target 3X ETFs that slowly bleed to zero because of daily rebalancing fees when you got Sir that gives levered exposure targeting ∞ onchain?
Current SIR leaderboard included. These are the returns of a SIR 2X LONG when the underlying asset ($PNKSTR in this case) moves in your direction.
Try it 👉 app.sir.trading
[Our trade idea for SIR is to go long ETH because ETH should do at least 3X from here this cycle.]
Who needs target 3X ETFs that slowly bleed to zero because of daily rebalancing fees when you got Sir that gives levered exposure targeting ∞ onchain?
Current SIR leaderboard included. These are the returns of a SIR 2X LONG when the underlying asset ($PNKSTR in this case) moves in your direction.
Try it 👉 app.sir.trading
[Our trade idea for SIR is to go long ETH because ETH should do at least 3X from here this cycle.]
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Forwarded from C
Satoshi's 1M coins are spread over 20k addresses. Do you consider this definitive proof that Satoshi was NOT a single person?
Anonymous Poll
41%
YES - Satoshi was a team
20%
NO - One person could still do that
38%
COPE HARDER - We will never know
Bull Case
🚨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.…
🚨UPTOBER LEVERAGE CHECK: ONCHAIN LIQUIDITY UTILIZATION RATE JUST DROPPED TO 38.5%!
Leverage is a measure of market euphoria and retail participation. The aggregate capital utilization rate of DeFi lending protocols confirms there are still no signs of leverage onchain. Utilization is now even lower than in the bear year 2022, when it stayed above 40% and 50% for extended periods of time.
This is a spot driven bull market, fueled by cheap liquidity from institutions close to the money printer (Fed).
Our base bull case, therefore, remains intact, still 6–9 months of bull left. BTFD!
Leverage is a measure of market euphoria and retail participation. The aggregate capital utilization rate of DeFi lending protocols confirms there are still no signs of leverage onchain. Utilization is now even lower than in the bear year 2022, when it stayed above 40% and 50% for extended periods of time.
This is a spot driven bull market, fueled by cheap liquidity from institutions close to the money printer (Fed).
Our base bull case, therefore, remains intact, still 6–9 months of bull left. BTFD!
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Bull Case
🚨Discretionary (independent) investor equity exposure ticked up this week but they are still stuck at neutral with plenty of room to catch up. Systematic strategy positioning ("Big Money") flipped discretionary investors in summer and has been rising ever…
🚨NEW BTC ATH $125,300
[The pain trade is much higher, buy spot and chill!]
[The pain trade is much higher, buy spot and chill!]
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Bull Case
🚨UPTOBER LEVERAGE CHECK: ONCHAIN LIQUIDITY UTILIZATION RATE JUST DROPPED TO 38.5%! Leverage is a measure of market euphoria and retail participation. The aggregate capital utilization rate of DeFi lending protocols confirms there are still no signs of leverage…
🚨When these levels of greed become widespread we will see aggregate onchain leverage go up, because to even hope to live off 150k people like him will quickly turn to leverage.
That's why we are also bullish SIR. Demand for onchain leverage explodes in the final phase of every bull market and SIR.trading is the only protocol to offer onchain leverage on any token on Eth.
We expect teams themselves to start LPing 2x vaults on SIR to galvanize bull momentum.
How to profit from SIR:
🟢 Use the protocol to long ETH with leverage: very few people have done this so far.
🟢 LP: collect fees and SIR rewards by LPing in a vault
🟢 Buy SIR and stake: Important to stake right away so you're liquid for when the big bang in revenue happens at cycle peak in 5-6 months.
Staked SIR takes 6 months to be completely unfrozen. You will want to have both options open when everyone starts flooding the gates for revenue share at market peak.
100M SIR staked so far (33% of supply)
Take advantage of it 👉 sit.trading
That's why we are also bullish SIR. Demand for onchain leverage explodes in the final phase of every bull market and SIR.trading is the only protocol to offer onchain leverage on any token on Eth.
We expect teams themselves to start LPing 2x vaults on SIR to galvanize bull momentum.
How to profit from SIR:
🟢 Use the protocol to long ETH with leverage: very few people have done this so far.
🟢 LP: collect fees and SIR rewards by LPing in a vault
🟢 Buy SIR and stake: Important to stake right away so you're liquid for when the big bang in revenue happens at cycle peak in 5-6 months.
Staked SIR takes 6 months to be completely unfrozen. You will want to have both options open when everyone starts flooding the gates for revenue share at market peak.
100M SIR staked so far (33% of supply)
Take advantage of it 👉 sit.trading
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🚨 RAY DALIO CONFIRMS HOLDING BTC AS INFLATION AND GOV DEFAULT HEDGE: BITCOIN IS ALTERNATIVE MONEY
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Bull Case
🚨LAST WEEK INSTITUTIONS BOUGHT $356M SPOT ETH WHILE HUNTING DOWN LEVERAGED LONGS WITH FUD (exclusive analysis by @bullcase) Week ending Sep 26: ETH ETFs sold 177,280 ETH ETH Treasuries bought 266,000 ETH 🟢 Net: 88,720 ETH, worth $356M at $4k, were accumulated…
🚨INSTITUTIONAL HEDGES ARE NOT LEVERAGE, DUMMY! (exclusive analysis by @bullcase)
Altcoin OI surged by almost $10bn since the Sep 24 low. Some analysts are trying to sow panic by using alt coin OI as proof that this rally is driven by leverage.
Alt coin OI is a measure of hedging activity, not leverage. When institutions buy spot they hedge with shorts which increases OI. This is perfectly in line with macro flows that have shown 25% of what leaves the Fed ends in alts (~$75bn).
Funding rates signal leverage, but funding rates remain in the norm when compared to the rest of the year.
The September dump had nothing to do with leverage but was driven by the rotation from ETH ETFs to ETH Treasuries that some exploited to FUD by focusing on ETF outflows.
Conclusion: There is no leverage, this is a spot driven rally fueled by cheap liquidity. BTFD!
Altcoin OI surged by almost $10bn since the Sep 24 low. Some analysts are trying to sow panic by using alt coin OI as proof that this rally is driven by leverage.
Alt coin OI is a measure of hedging activity, not leverage. When institutions buy spot they hedge with shorts which increases OI. This is perfectly in line with macro flows that have shown 25% of what leaves the Fed ends in alts (~$75bn).
Funding rates signal leverage, but funding rates remain in the norm when compared to the rest of the year.
The September dump had nothing to do with leverage but was driven by the rotation from ETH ETFs to ETH Treasuries that some exploited to FUD by focusing on ETF outflows.
Conclusion: There is no leverage, this is a spot driven rally fueled by cheap liquidity. BTFD!
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Bull Case
Make Amerizuela Great Again. Tariffs + trade war = global hyperinflation => crypto global inflation hedge. The biggest bull in the history of humanity is coming.
🚨LONG DATED SOVEREIGN BONDS ARE DUMPING ACROSS THE BOARD
[Out of control inflation everywhere, BTFD before the global fiat crisis sends crypto to the moon!]
[Out of control inflation everywhere, BTFD before the global fiat crisis sends crypto to the moon!]
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