boot's book of moderately ok analysis.
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My pleb takes on the market. NFA, just a journal. Will never promote or take tokens to post. Twitter: https://x.com/lowercaseboot
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Data for y'all.

Fresh wallets (note not freshly funded soley as a criteria but can be dormant wallets etc) that counted towards inflows in the last 7 days on RH.

If there are ecosystem grants etc the data should be telling us something.
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I nibbled some $SHROOM. I think it makes the most logical sense as something RH would like to support. We shall see though. After being gaped recently I am not bidding anything big. My data shows strong - smart money inflows, and fresh wallet inflows. It's also a strong candidate re lower market cap than say something like cashcat that has good data points too. So better upside?
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Onchain looking terrible
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Majors looking good
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Tomorrow is day 2 of the Hood summit which is the DeFi day. I am gonna sit on my hands (unrealised losses) and wait and see. If it is bearish I will admit it's Base 2.0.
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We got this.
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So there's no stream of day 2 which is annoying. Have to rely on X for news but seems like mostly everything is priced in already.
The meta rn is doing nothing
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If you have balls buy the lows
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Limit orders on PF for EVM if you were wondering
Let's gem hunt
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Is everyone risk off?
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Down a few million
I have been raped on chain
I think nuke all haha