Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
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there is a TON resurgence ongoing rn

the ecosystem is pumping

Durov CTOd TON?
Forwarded from Birds of a Feather
Haven’t posted in awhile mainly because I really didn’t have a strongly opinionated view on the crypto markets. It’s been absolutely cancer to try to trade with significantly greener pastures in equities. The opportunity cost is material, but I finally see a setup I’m willing to bet on again.

Since my last post the bull view was correct (it just had to stop me out before ultimately going up). $80k BTC is material level to me because it’s the first sign of a range reclaim since the downtrend started in Sep 2025. What is lacking now is a narrative for crypto, but I’ve retained the view that price almost always leads fundamentals in crypto so I’m confident that if we hold above $80k for long the speculators will begin to return once again.
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reminder

idt memes have truly ran yet, so take that as you will
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Crypto Mumbles
https://x.com/i/status/2051514624059584874
read somewhere that crypto will always be a vehicle for excess liquidity overflow

rotation begins as folks rotate further down the risk curve
Forwarded from tradfi
*A HIGH-LEVEL TRUMP ADMINISTRATION OFFICIAL INFORMED IRAN ON SUNDAY OF THE IMPENDING U.S. OPERATION TO "GUIDE" SHIPS THROUGH THE STRAIT OF HORMUZ AND WARNED TEHRAN NOT TO INTERFERE: AXIOS

*SOME U.S. AND ISRAELI OFFICIALS BELIEVE PRESIDENT TRUMP COULD GIVE AN ORDER TO RESUME THE WAR LATER THIS WEEK IF THE DIPLOMATIC STALEMATE CONTINUES: AXIOS
Forwarded from Lookonchain
The trader who went long 321.46 $BTC($26.14M) 12 days ago created a new wallet 2 hours ago and opened a 5x long on 307.7 $BTC($25.04M) again.

Total position: 629.16 $BTC($51.18M)

https://hypurrscan.io/address/0xba99a4b02b27fd0a253ee467e63b4d778f13022e#perps
https://hypurrscan.io/address/0xebe837cd345469cbc5d6e1fd3d15ee5079ac885f#perps
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