당일 KBW 메인 스폰서, GOAT Network라는 BTC 기반 프로젝트 추가됨.
토큰은 올해 초 출시하고 우하향해서 지금 FDV $8m/Mcap $2m인데 $1.5m이 스테이킹되어있음. (뭔가 이상한데?)
거래소 상장은 MEXC, Gate 정도인데
이거 뭐지요?
팀원 보니 Metis Co Founder가 낸 사이드 프젝이라 돈은 있긴 한가봄.
토큰은 올해 초 출시하고 우하향해서 지금 FDV $8m/Mcap $2m인데 $1.5m이 스테이킹되어있음. (뭔가 이상한데?)
거래소 상장은 MEXC, Gate 정도인데
이거 뭐지요?
팀원 보니 Metis Co Founder가 낸 사이드 프젝이라 돈은 있긴 한가봄.
😁1
$SYN은 오늘 크립토 옵션 관련 호재 띄우면서 가격 올리더니 팀 지갑에서 약 $400K 규모 민팅 뜸.
(타이밍도 기가 막히네)
이제는 이유 없는 호재, 가격 상승은 시장에 없는듯?
(타이밍도 기가 막히네)
이제는 이유 없는 호재, 가격 상승은 시장에 없는듯?
Forwarded from FOMO_DAO 공지
포모오는 이벤트 제대로 즐겨보세요!
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KBW 2026 입장권 5장을 준비했습니다!
아직 티켓을 구하지 못했다면
이번 기회를 놓치지 마세요. 👀
🟡 팝업형 행사로 3분이내 참여 및 경품수령이 가능합니다.🟡 주변 행사장 방문하면서 편하게 들러주세요!
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10/05부터 StablecoinX가 보유한 $ENA 락업이
모두 해제되면 현재 NAV 0.4의 할인률이 꽤 오를 수 있음.
$USDE Long/$ENA Short 페어 트레이딩 괜찮을지도.
이미 시장에서 반응 오는듯?
(현재 $USDE 15% 오르고 $ENA 4% 오름)
모두 해제되면 현재 NAV 0.4의 할인률이 꽤 오를 수 있음.
$USDE Long/$ENA Short 페어 트레이딩 괜찮을지도.
이미 시장에서 반응 오는듯?
(현재 $USDE 15% 오르고 $ENA 4% 오름)
Forwarded from bumbom
$BNC thesis
Positioned in $BNC on tradfi over the last week to express bullish view on $BNB
Generally think we are at a turning point in the market where there's a lot of upside. With UST yields making higher highs and CL continuing to push above $100 the market is pushing Bessent for a massive QE booster at some point. Every intervention both in the bond market and in Iran is ignored by the market. We're not at point of no return where even a hike wouldn't materially change the economy as LGW put it: "Impact of going from 3.5 -> 3.75 is marginal compared to 0 -> 0.25. This is not a new hiking cycle".
The market has been sniffing that position out, CPI last week has shown the market's hand, despite an initial selloff we quickly reversed before the range sellers stepped in. Akin to the fake ETF candle where we fakeout but followed through over the following week.
View is that clarity act which odds spike this morning is largely benefiting offshore brokerages and DATs.
Why BNB?
- RWA activity and volume is strong and has been growing, consistently 50% mkt share
- memecoin/onchain ecosystem is supported and getting a lot of volume
- US entry seems very likely
- upcoming IPO which I had confirmed last year multiple times (https://t.me/methinhaler/19)
- price has NEVER taken out previous year lows, only up 25%
Why BNC?
- 45% discount to spot, shrinking daily
- management dispute not fully over, CZ and Bn still supporting
- Bn listed BNC bStock contract
- DAT outperformance over the last 3 months
- large volumes due to BNC4 meme craze last week
Date BNC px mNAV Discount
2026-06-15 2.05 0.28x 72%
2026-06-23 2.10 0.30x 70%
2026-06-27 3.05 0.45x 55%
2026-07-22 3.02 0.42x 58%
2026-08-08 2.32 0.31x 69%
2026-08-22 3.15 0.39x 61%
2026-09-03 2.83 0.33x 67%
2026-09-10 5.25 0.57x 43%
2026-09-11 4.97 0.55x 45%
Also hold
- GEMINI (trad)
- LIT
- HYPE
- RH + Base memecoins
Positioned in $BNC on tradfi over the last week to express bullish view on $BNB
Generally think we are at a turning point in the market where there's a lot of upside. With UST yields making higher highs and CL continuing to push above $100 the market is pushing Bessent for a massive QE booster at some point. Every intervention both in the bond market and in Iran is ignored by the market. We're not at point of no return where even a hike wouldn't materially change the economy as LGW put it: "Impact of going from 3.5 -> 3.75 is marginal compared to 0 -> 0.25. This is not a new hiking cycle".
The market has been sniffing that position out, CPI last week has shown the market's hand, despite an initial selloff we quickly reversed before the range sellers stepped in. Akin to the fake ETF candle where we fakeout but followed through over the following week.
View is that clarity act which odds spike this morning is largely benefiting offshore brokerages and DATs.
Why BNB?
- RWA activity and volume is strong and has been growing, consistently 50% mkt share
- memecoin/onchain ecosystem is supported and getting a lot of volume
- US entry seems very likely
- upcoming IPO which I had confirmed last year multiple times (https://t.me/methinhaler/19)
- price has NEVER taken out previous year lows, only up 25%
Why BNC?
- 45% discount to spot, shrinking daily
- management dispute not fully over, CZ and Bn still supporting
- Bn listed BNC bStock contract
- DAT outperformance over the last 3 months
- large volumes due to BNC4 meme craze last week
Date BNC px mNAV Discount
2026-06-15 2.05 0.28x 72%
2026-06-23 2.10 0.30x 70%
2026-06-27 3.05 0.45x 55%
2026-07-22 3.02 0.42x 58%
2026-08-08 2.32 0.31x 69%
2026-08-22 3.15 0.39x 61%
2026-09-03 2.83 0.33x 67%
2026-09-10 5.25 0.57x 43%
2026-09-11 4.97 0.55x 45%
Also hold
- GEMINI (trad)
- LIT
- HYPE
- RH + Base memecoins
Forwarded from Aliaian’s Journal
pretty excited for GIWA
one thing i think ppl underestimate with new chains is having a mother cex behind them
> BSC got Binance
> RH chain got Robinhood
> GIWA got Upbit
that gives you a huge existing userbase, liquidity + distribution from day one.
but the listing angle might be even more interesting
Korea is one of the most retail/speculation heavy crypto markets in the world and they fucking love trading alts. an Upbit listing alone can change the attention + volume around a token
so if GIWA gets its own native runners, they have something most new chains don’t:
a natural mother cex where the biggest ecosystem tokens could potentially end up listed
obv nothing is guaranteed, but i think Upbit knows what it takes
compare it to something like Arc. Arc got a ton of onchain attention early, but there isn’t a mother cex sitting behind it with millions of traders and a direct listing venue
think BSC/Binance, RH/Robinhood
one thing i think ppl underestimate with new chains is having a mother cex behind them
> BSC got Binance
> RH chain got Robinhood
> GIWA got Upbit
that gives you a huge existing userbase, liquidity + distribution from day one.
but the listing angle might be even more interesting
Korea is one of the most retail/speculation heavy crypto markets in the world and they fucking love trading alts. an Upbit listing alone can change the attention + volume around a token
so if GIWA gets its own native runners, they have something most new chains don’t:
a natural mother cex where the biggest ecosystem tokens could potentially end up listed
obv nothing is guaranteed, but i think Upbit knows what it takes
compare it to something like Arc. Arc got a ton of onchain attention early, but there isn’t a mother cex sitting behind it with millions of traders and a direct listing venue
think BSC/Binance, RH/Robinhood
Forwarded from 변창호 코인사관학교 BCH
$JPYC 로 상품권 15% 할인 구매
올리브영, 다이소, CU, 이마트24
LINE에서 Mini App 이용
JPYC로 구매하면 5%할인
+ 10% 캐시백
업비트에서 JPYC 2% 역프라
유용하게 사용할 수 있음
https://miniapp.line.me/unifi/benefits-mini
올리브영, 다이소, CU, 이마트24
LINE에서 Mini App 이용
JPYC로 구매하면 5%할인
+ 10% 캐시백
업비트에서 JPYC 2% 역프라
유용하게 사용할 수 있음
https://miniapp.line.me/unifi/benefits-mini
❤1
https://litdash.xyz/account/736655
라이터에서 어떤 지갑이 계속 $USDE 롱 치고 있길래 보니까 40일 전에 $2m 넣어서 $LIT, $ETH 롱쳐서 돈복사하고 있음.
이거 다음이니?
라이터에서 어떤 지갑이 계속 $USDE 롱 치고 있길래 보니까 40일 전에 $2m 넣어서 $LIT, $ETH 롱쳐서 돈복사하고 있음.
이거 다음이니?
👍2
https://x.com/tulipking/status/2100690676904022210
이번 시장 메사리 출신인 튤립 킹 얘가 좀 고트인 것 같음.
$ZEC 한 $50부터 엄청 밀고 있었고 최근에 $DRV, $PRL 미는데 다 잘감.
무라드 급은 아닌데 영향력 꽤 높은듯.
링크는 팟캐스트인데 볼만함.
이번 시장 메사리 출신인 튤립 킹 얘가 좀 고트인 것 같음.
$ZEC 한 $50부터 엄청 밀고 있었고 최근에 $DRV, $PRL 미는데 다 잘감.
무라드 급은 아닌데 영향력 꽤 높은듯.
링크는 팟캐스트인데 볼만함.