Crypto Mumbles – Telegram

Crypto Mumbles

7.73K subscribers

2.69K photos

15 videos

24 files

7.24K 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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7.73K subscribers

https://contrarianthinking.co/the-real-reason-youre-not-growing/

Contrarian Thinking

Comfort is Costing You - Contrarian Thinking

Most people get this dead wrong... And it's killing you slowly. Avoiding risk? That is the risk.

1.3K views11:15

https://x.com/smileycapital/status/1913519179589693873

X (formerly Twitter)

:) (@smileycapital) on X

if you think markets have bottomed or close to - you should be absolutely locking in right now to get a head-start.

participants waiting for multiple confirmations are the same ones that wait at the top - resulting in barely profitable margins.

The early…

1.3K views12:50

https://www.spectramarkets.com/amfx/kiss-of-death/

Spectra Markets

Normally, you want to buy whatever assets the government tells you to buy. This time is different.

1.2K views07:22

https://www.spectramarkets.com/amfx/kiss-of-death/

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1.2K views08:15

https://x.com/peterlbrandt/status/1913348024274980893?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Peter Brandt (@PeterLBrandt) on X

1.1K views08:42

https://x.com/not_zkole/status/1913664208324923595?s=46&t=

X (formerly Twitter)

Zoran Kole (@not_zkole) on X

My base case is currently:

- 88-93k in April
- 79-82k in May (equities bottom)
- 120+ in June

1.1K views09:49

https://x.com/game_for_one/status/1913830831090553108?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Game (@game_for_one) on X

Social Arbitrage: And how Crypto Takes It One Step Further.

Lately, I’ve been thinking about the underlying mechanics behind some of the trades I and many others here gravitate toward. Trades where we’re early to something that hasn’t been priced in yet…

1.1K views10:31

https://www.investopedia.com/financial-edge/1011/how-the-triffin-dilemma-affects-currencies.aspx

How The Triffin Dilemma Affects Currencies

Countries that issue reserve currencies are faced with a dilemma: keep other countries happy or achieve domestic monetary policy goals.

1.2K views10:52

https://x.com/rnaudbertrand/status/1913467952046985373?s=46&

X (formerly Twitter)

Arnaud Bertrand (@RnaudBertrand) on X

There's a good chance that Trump won't be able to secure even a single "deal" for his tariffs, even with allies like Japan.

Because at heart what he's doing is extortion (as Japanese MP Shinji Oguma eloquently argued: https://t.co/mTqlBzI4Yo), and no country…

1.2K views10:53

https://fxtwitter.com/asvanevik/status/1913925649175306733

🧵 Thread • FxTwitter

Alex Svanevik 🐧 (@ASvanevik)

SOL just flipped ETH in "staking market cap".

1.3K views12:12

https://x.com/saylor/status/1913933911379378484

X (formerly Twitter)

Michael Saylor (@saylor) on X

Insufficient Orange.

1.2K views12:46

1 Lighter point ~$6?

https://x.com/derteil00/status/1913908410040385780?s=46&t

X (formerly Twitter)

Derteil.hl (@derteil00) on X

I was asked a few times to calculate potential value of 1 point on @Lighter_xyz.

Let's find it out then.

First mistake many people do, while comparing Lighter with others is looking at the volumes.

Looking at only this metric we may think Lighter, even…

1.2K views19:29

Forwarded from Wu Blockchain News

According to BUSINESS TIMES, the Singapore Exchange plans to launch Bitcoin perpetual futures in the second half of 2025, targeting institutional and professional investors. SGX is the only official securities and derivatives trading platform in Singapore, regulated by the Singapore government. — link

966 views10:24

https://x.com/alphawifhat/status/1914243855488360718?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Nachi (@alphawifhat) on X

GM degens! I'm back after taking a long break to spend time with fam while market was in super-hard mode

Market bottomed after Trump announced 90D pause on tariffs. Thought Trump has already taken the hardest stance so longed some BTC <80k and SOL at 110…

1.1K views10:32

https://www.theblock.co/post/351325/crypto-liquid-funds-down-bad-shifting-to-quality-tokens

The Funding: Crypto liquid funds are down bad — and shifting to quality tokens

Most crypto liquid funds are deep in the red this year — but a flight to fundamentals is underway — investors told The Block.

1.1K views10:37

https://x.com/vannacharmer/status/1914154352580718676?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

Mosi (@VannaCharmer) on X

Here's what Terry doesn't understand:

If something is worth 0, it doesn't matter if you launch at a high or low fdv — It's still worth 0.

Let's take Eclipse's future token as an example:

- The token has no use case but making insiders rich; there's no…

1.1K views10:41

Forwarded from unfolded.

MICROSTRATEGY PURCHASES 6,556 BITCOINS BETWEEN APR 14 - APR 20 AT AN AVERAGE OF $84,785 (TOTAL: $555.80M)

1.0K views12:04

🫡

https://x.com/ruggedwithjack/status/1914359604764438784?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

X (formerly Twitter)

jack II (@ruggedwithjack) on X

think im done with the main account

time to retire the jacknuked educational arc 2 years after it began

go read possibly my best piece of writing regarding onchain trading

1.1K views17:23

https://x.com/markrut07580016/status/1914207902987886698?s=46&t

X (formerly Twitter)

HODL Mark (@MarkRut07580016) on X

1-2m view
The big issue with BTC as digital store of value at this very point is the fact that it requires gold to keep going up and DXY to keep going down.
We are late to the gold party, +30% YTD
We are late to the DXY down party, -10% YTD

We have correlated…

1.1K views17:40

https://x.com/blurcrypto/status/1914322822328987848?s=46&t=

X (formerly Twitter)

Blur (@BlurCrypto) on X

Coinbase Ventures invested in $ZORA, “a coin for fun”, at $600m

Coinbase heads start mass shilling “coining content” on Zora last week

Zora TGE this week amidst all the “hype”

65% to team, zero use case, 2 snapshots — one 5 years long, the other 1 month…

1.1K views17:59