Crypto Mumbles – Telegram

Crypto Mumbles

9.72K subscribers

3.22K photos

24 videos

27 files

10.7K links

things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace

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9.72K subscribers

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1.39K views08:54

https://x.com/rahulsood/status/2015397582105969106?s=20

X (formerly Twitter)

Rahul Sood 🏴‍☠️ (@rahulsood) on X

Clawdbot Is Incredible. The Security Model Scares the shit out of me.

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1.28K views18:27

3.06K views06:11

Forwarded from Watcher Guru

JUST IN: Gold reaches new all-time high of $5,105

@WatcherGuru

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1.02K views06:56

Forwarded from Mlm onchain

Garret Jin withdrew 40k ETH ($115M) from Binance, supplied it to Aave, borrowed $60M USDC, then sent $20M to Hyperliquid as extra margin to lower liquidation risk and $40M to Coinbase.

He’s now down $140M in unrealized PnL over the last 7 days on his current $780M long exposure on Hyperliquid.

https://hypurrscan.io/address/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae

https://etherscan.io/address/0xcA08371f6e9204Dd6927dcc2dB5504EA062b2998

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830 views07:01

https://x.com/WClementeIII/status/2015506306572894332?s=20

X (formerly Twitter)

Will (@WClemente) on X

For those who remember the last bear market well, it's hard not to see the the resemblance to Q1 2022.

First loss (& retest) of both the 20/50 week moving averages since we crawled out of the depths of the bear.

1.16K views10:44

https://x.com/jscherniack/status/2015598084252950583?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

JSC (@jscherniack) on X

Current U.S government major equity stakes

The Portfolio:

• Intel ($INTC): ~9.9% stake
• MP Materials $MP- 15% stake. Securing the domestic rare earth supply
• USA Rare Earth: $USAR 10% stake ($1.6B).
• Lithium Americas ($LAC): 10% stake. Critical…

1.15K views12:22

https://x.com/awice/status/2015746733205242154?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Alex Wice (@AWice) on X

Even with gold over $5k, we might still be in relatively early innings of a massive run on gold. If previous bull runs on gold are an indication, we are still looking at amazing 50% to 300% gains from here. If this is a more unique situation, it might even…

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1.19K views12:22

https://x.com/abcampbell/status/2015543236798849070?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Campbell (@abcampbell) on X

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1.13K views12:25

adoption moving faster than security ?

https://x.com/fmdz387/status/2015551454593896829?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

fmdz (@fmdz387) on X

Clawd disaster incoming

if this trend of hosting ClawdBot on VPS instances keeps up, along with people not reading the docs and opening ports with zero auth...

I'm scared we're gonna have a massive credentials breach soon and it can be huge

This is just…

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1.18K views12:26

https://x.com/TheShortBear/status/2015532084484522410?s=20

X (formerly Twitter)

THE SHORT BEAR (@TheShortBear) on X

Don’t believe moves until metals top.

During massive liquidation events in specific asset classes the entire market flows to accommodate this asset class.

It is only when the panic subsides that the rest has a chance at organic action.

I’m not even…

1.21K views12:49

Forwarded from unfolded.

Strategy has acquired 2,932 BTC for ~$264.1 million at ~$90,061 per Bitcoin — link

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1.13K views13:04

https://x.com/chameleon_jeff/status/2015820241524379991?s=46&t=GGfSyHiCndGBTNUM6DWkOA

X (formerly Twitter)

jeff.hl (@chameleon_jeff) on X

Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right).

With HIP-3 teams leading the…

1.22K views16:27

Forwarded from Zoomer News

Tether Bought 27 Tons Of Gold In Q4 2025, Currently Valued At $4.4B: RTRS

🔗 velo.xyz

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1.09K views17:44

https://x.com/comfortablylong/status/2015863074318647596?s=46

X (formerly Twitter)

spîro ♠️ (@comfortablylong) on X

with dollar hegemony falling, i realized (late) that gold rallying was not a risk off signal. very clear now, the metals trade is risk on, with an unusual driver. the reserve currency cat is not going back in the bag, so how will the Emperor enrich his burgers?…

1.23K views05:21

https://x.com/blknoiz06/status/2015911663522791598?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Ansem (@blknoiz06) on X

cool piece, this will definitely only get worse as more people outsource their thinking to the latest ai model

when taste converges too much because everything has become an optimization game the value of eccentricity skyrockets

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1.24K views05:25

https://x.com/0xsmac/status/2015495300077793406?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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smac (@0xsmac) on X

Splitting Fives: The House Edge On Wonder

1.24K views05:25

https://x.com/Collector_Crypt/status/2014841092907442537

X (formerly Twitter)

Collector Crypt (@Collector_Crypt) on X

This PSA 7 Base Set 1st Edition Charizard just sold for $20,800 (163 SOL) on @Collector_Crypt 🎴

This marks one of the top Solana NFT sales in recent history🔥

The seller can now: hold it, flip it, or redeem it to have the physical card shipped to them 📩

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1.24K views09:39

https://x.com/i/status/2015970871274570057

X (formerly Twitter)

Kun (@0x_Kun) on X

Gold is only good until you actually need it
Bitcoin doesnt make sense till you need it

People dont think through end case scenarios, lets say you keep physical gold as a hedge to government or fiat erosion, what do you do if things actually fall apart.…

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1.24K views10:01

Forwarded from Zoomer News

Tether Officially Launches USAT, "The Federally Regulated, Dollar-Backed Stablecoin, Made in America": Blog

🔗 velo.xyz

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1.14K views13:02

https://x.com/gammichan/status/2016159761792958962?s=20

X (formerly Twitter)

Gammichan (@gammichan) on X

Personally I think it's just a matter of people/funds will eventually be so overweight metals, tech, etc that they'll start to rebalance into BTC.

Can argue BTC underperforming gold makes it seem like a failure, but can just as easily argue it makes it seem…

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1.17K views15:59