Analyst since 2016 - Former physics teacher turned trader - Achieved freedom in 2025
Not financial advice
- Tweets 35,948
- Following 651
- Followers 144,582
- Likes 79,060
Pinned Tweet
Today is a monumental day for me in my life.
Exactly 4 year and a half ago I lost everything I had in crypto and it wasn't through my own inexperience.
Today I finally quit my job and won't ever need to work for a boss again in my life.
It's not because Bitcoin hit $80k today. It's not because the market is surging again.
That part is pure coincidence (or maybe the heavens being kind to me 🤗).
I planned this move for years. I didn't quit based on what I will earn in the next run (that's foolish as it's unpredictable).
I quit based on what I already have and earned.
I kept my job as long as I could and didn't quit even when I was long past 6 figures and above.
I quit because I can with what I have today. Anything more in the next year is pure bonus.
I haven't been able to rest and enjoy life for all the past few years (juggling a full-time job, crypto after hours, maintaining a family, real-life obligations).
I finally belief I slowly can (the grind won't completely stop but it'll get easier without the job at the office).
At the same time I bought a property in Portugal this year and will have fully moved in 2 months from now (courtesy of the beneficial Portuguese crypto tax system).
Living close to the beach truly is a life hack.
There's no real point of me telling this all and frankly maybe a lot of you won't care and that's fine ofcourse.
But most importantly what I really wanted to share:
Whether you lost everything. Whether it was because of your own fault or inexperience or someone else's.
It doesn't matter. You can come back from everything as it also happened to me.
I'm 7-8 years in crypto and 4 years ago I had to start from 0 again. 3-4 years down the drain (I did keep the experience though).
At the same time I could have never retired early without crypto (I'm 32 years old).
This space can be horribly brutal, but it can also be life-changing.
I hope every single one of you can achieve the same 💙
Nova out 🤝
(a young retired individual)
𝐓𝐡𝐞 𝐬𝐭𝐨𝐫𝐲 𝐨𝐟 𝐍𝐨𝐯𝐚
The journey from zero to hero.
All to see it turn back into dust by authorities in an unbelievable turn of events.
The happiness, the crying and the rebound.
Including the detailed growth of my capital to riches.
Read on 👇
1/46
1,273
614
3,818
1,299,543
Remember: the trend has been reversed.
Retracements will happen. Only this time they end up in higher lows, waiting to move to the upside again.
The green boxes right now are strong support. Meaning $76-$80k will act is a bouncing area.
First support was creating in the low $70s but I don't think we'll actually get there anymore.
Support zones are areas where price could visit and bounce but by no means do they always get visitted.
15
13
161
9,142
Certainly needed its time but the $AAVE thesis is coming along nicely.
Been extremely selective last few months.
Risk-off with majority of my capital as you know because I expected a further dump.
But honestly think $AAVE might be one of the better bets here.
Nr.1 market leader in lending
Massive revenue
Real financial use case
Tokenomics are improving now
You might have already noticed this but almost every large project in this space lately is integrating them for yields.
Also probably the most battle-tested protocol and their upcoming app might onboard the most amount of normies we've ever seen.
Not a promotion, not paid for this and I've never even talked to any of the team ever.
Just genuinely think this has good upside and I like the chart on top of all of this.
Unless I'm missing something but the thesis looks clear to me.
5
2
42
7,959
I think this is an interesting concept that could get overlooked because it initially sounds like “another structured product.”
Ensemble is building on Hyperliquid around a pretty simple idea:
What if you could buy a market view instead of constructing it yourself?
Want bullish exposure? Buy Bull.
Want bearish exposure? Buy Bear.
Want volatility exposure? Buy Vol.
The underlying mechanics can involve perps, leverage, rebalancing, etc., but that's no longer the thing the user has to manage directly.
The launch products are relatively simple.
The bigger idea is is that these products will be available for anyone to have leveraged exposure for any narrative, anytime.
Powered by Hyperliquid
2
1
10
5,789
Been a while since I've seen $BOTIFY being picked up on Crypto twitter.
Actually did really well with this one last cycle (you might remember some posts).
Ended up running to a very sizeable market cap in a struggling market back then.
I've not been to active with any new runners lately or joining the trenches.
Might do that a bit more if the market continues to improve. If I had to take a good guess Botify could do well again.
Relaunched with the full product and upgraded tech.
Closest comparison is $STONK which is sitting really high while Botify AI-run and faster.
That gap and current market size theoretically should have good upside imo.
JUST IN: $BOTIFY launches on Solana, an AI-run launchpad where bots turn stock moves into tokens paired to tokenized equities, targeting the top stock-meme spot on Solana, with Solana Foundation talks rumoured while rivals like $STONK sit at 300M.
1
25
6,029
Nova retweeted
"But Bitcoin has always corrected ~ 80%"
Had to defend myself quite a lot on this one and probably made 10+ posts about it.
1/ The sample size is really small to use this % as a rule.
2/ Every cycle actually already saw diminishing returns to the % correction.
3/ This was never going to work forever.
4/ As Bitcoin grows as an asset and sees more adoption + being a larger asset it DEFINITELY wasn't going to work anymore (ETF especially added a lot more demand).
So many people still believed (some actually still do) in that target. But if that actually happened I would actually be scared.
My response is always the same when people say they expect Bitcoin to go to $30-40k at peak bottom:
If we really get to there (which I really think we won't) then we'll have a much bigger problem.
I would actually fear the further upside potential of Bitcoin and future cycles.
Some might say the lower it goes the bigger the opportunity.
But I would think there is structurally something wrong.
"But Nova, Bitcoin has always corrected ~ 80%, that's normal"
1/ Well, in reality that ALWAYS is only 2-3 examples. That's literally NOTHING to go on.
That's an absolute terrible statistic to draw a conclusion from.
People make it seem like the market has been doing this for ages in 10+ examples.
2/ Even today every single new cycle we ALREADY see a trend of diminishing returns in downside.
Not just the upside gets smaller in returns every time but also the % we correct.
If you really have to take those 2-3 examples as the absolute all knowing crystal ball proof for all eternity than even that doesn't suggest an ~ 80% correction.
3/ Bitcoin is bigger than it ever is before. If it continues to correct that much even at the current market cap and scale?
Something WILL be wrong.
4/ Worldwide recognition and ETF adoption.
This time we HAVE a floor of demand. In the past Bitcoin was smaller and not really adopted yet by any institution.
So it really made sense to have large upside and large corrections.
This time even the president is speaking about it all the time and ETFs have made it easier than ever to buy for EVERY single party in the world.
Whether it's retirement funds, or institutions or countries or reserves or ...
If it still goes to $30-40k like that? That's not bullish anymore.
5/ Microstrategy.
Never before have we had an entity that bought so much literally all the damn time.
If an entity buys so many billions and billions and billions.
And we STILL correct ~80%?
Holy moly, something is wrong.
Conclusion:
You can stick to 2-3 examples as much as you want but even they show diminishing returns.
AND the landscape is simply different than the first and second cycles.
Take objective notes and not 2 examples sorcery and you'll see why I think something would honestly be wrong if we go that low.
We would still bounce btw and show volatility if we get there.
But I would seriously question the upside from there and not the simple:
"Now we go up to new highs and beyond like before"
10
2
55
9,204
SparkLend’s total market size has grown 55% since the start of 2026, reaching $7.39B in September.
Thought it would make an interesting DeFi topic to make a comparison right now vs the powerhouses Aave and Morpho and how they currently stack up.
@sparkfinance is now at around $5.81B TVL with roughly $2.85B in active loans, according to the latest DeFiLlama data.
What actually differentiates it from the two biggest reference points in onchain lending?
AAVE is the broad, general-purpose liquidity layer, with utilization-driven rates and a very wide asset set.
MORPHO takes a more modular approach, allowing isolated markets with their own parameters and risk configurations.
SPARKLEND sits somewhere different: curated markets, governance-defined rates and a strong focus on stablecoin liquidity through Spark’s broader infrastructure.
The rate difference is actually interesting/notable too.
As of 24 September 2026, SparkLend’s USDC borrow rate is around 3.93%, with utilization around 85%. On Aave V3 Ethereum, USDC utilization is around 93%, meaning a much larger share of available liquidity is already being borrowed.
And this matters because utilization is one of the main drivers of lending markets.
As utilization gets closer to the upper end of a pool’s capacity, borrowing rates generally increase to incentivize more liquidity and discourage additional borrowing.
That can make liquidity more expensive and potentially push borrowers toward alternative markets.
SparkLend operating at a lower utilization level while maintaining a competitive borrowing rate means there is still more liquidity headroom before utilization-driven pressure becomes significant.
Morpho works differently again: utilization and rates are market-specific, so individual markets can behave very differently depending on their parameters and liquidity.
That doesn't explain all of SparkLend's growth, but it does highlight the strategy: deep stablecoin liquidity + competitive/predictable borrowing conditions + curated risk parameters.
I don't think the story will ever be “Spark replaces Aave or Morpho.”
It’s that Spark is building a different lending model around capital allocation and stablecoin liquidity and the scale is starting to make that model interesting enough to watch.
Again: current data reflect today's date (24/09/2026). Rates and TVL change a lot over time.
SparkLend's borrowing on Ethereum has grown 247% since March, approaching $3B.
USDS led the growth. USDS borrowing rose from $188M to $917M, accounting for nearly half the $1.5B increase in total borrowing.
Competitive borrowing rates are helping drive that demand.
Over the last 30 days, USDS borrowing averaged 3.9%, while USDT averaged 4.07% and USDC 4.3%, all below comparable rates across other major pooled lending markets.
USDS also gives borrowers another advantage: through @SkyEcosystem's LitePSM, borrowed USDS can be converted into USDC while the debt remains denominated in USDS.
We've seen it used to refinance across lending markets already. In one transaction, a borrower drew approximately $1M USDS from SparkLend, converted it into USDC and used it to repay debt elsewhere, moving the WBTC collateral to SparkLend.
Collateral supply has grown alongside borrowing. Supplied WETH increased 18.6% and cbBTC 44.7% over the last 30 days, with asset repricing accounting for only around 10% of the $550M increase.
SparkLend is lending at greater scale against a larger collateral base than other major lending protocols, and probably has the best rates in the market.
SparkLend rates: app.spark.finance/markets
6
7,083
Nova retweeted
Bitcoin up $10,000 in less than 3 days.
Meanwhile Bitcoin has "crashed" $3,000 today to price levels not seen since 24 hours.
Brutal.
Bitcoin Price Plunges Below $84K as Rally Snaps
news.bitcoin.com/market-upda…
16
10
199
13,344
$SUI
Covering this one as it has been quite a while since I've done so.
Obviously the market downtrend has hit it quite hard.
There are a few things I both like but also don't like right now.
The good:
Market is semi-back. Bitcoin and Ethereum have very likely entered their next bull run.
This will also trickle down to many alts including SUI. Alt liquidity isn't at full bull run levels (hence why I said "semi-back") but the majors have entered their bull phase again.
It's also at generational strong support. It will very very likely not go down from here anymore.
It's actually already showing signs of bouncing.
The bad:
Structure is still in a downtrend (no higher high yet). However I actually do expect this to not be a problem and actually make a higher high.
The real problem that I less like is chain popularity and usage. Sui isn't the talk of the town anymore.
This isn't just because of the recent downturn. Ethereum, BNB, Solana, Robinhood etc also were hit but remain very relevant.
Meaning activity needs to come back along with the bull market.
Otherwise you will still see SUI bounce but simply not as high as before.
Liquidity will be fragmented and not flow everywhere. This run will likely be a battle for a piece of the pie.
The entire cake isn't large enough anymore for everything.
Yet all things being said. It's still a large cap that has stood the test of time vs the average low cap that just completely died.
Your money is still safer here although still risky as crypto inherently is. Just less so than all the sh*t out here.
31
25
271
25,640
Nova retweeted
Some call for this to be the biggest bull trap ever.
But honestly the market looks great. Especially Bitcoin and Ethereum concerned.
Market structure is objectively a lot different than a bull trap.
Got a good bottom formation, the last range couldn't take out the lows of the previous range anymore, we have the largest weekly candle rally that has never happened in any bear market in history, bad news isn't pushing down the market anymore.
Not even rate hikes and the clarity act refusal pushed us down. It's even trading HIGHER since then.
I wouldn't say the altcoin market is completely back. Alt liquidity is still quite fragile right now but Bitcoin and Ethereum is looking great imo.
32
15
187
14,147
"We didn't have the weekly candle closure yet"
Listen, there's always a candle that hasn't closed yet and you'll be waiting forever untill it does.
Candle closure purists say higher time frame > better.
So by that logic the daily has closed bullish but the weekly not.
BUT after the weekly, we still don't have the monthly candle closure...
I'm not saying I know everything despite having 10+ years of knowledge in these markets so far.
But let me tell you something and I also implore you to add LOGIC and thinking to the markets.
Not just copy and paste what you read in a course or from another person with barely any experience.
The markets don't CARE what day of the week it is. Market structure is market structure.
A Monday is equal to a Wednesday and a Wednesday is equal to a Friday whatever happens.
But for some reason people truly think that at exactly Sunday 0:00 where price currently is sitting at, is extremely important.
Why? That's the weekly candle closure time.
Price could have broken structure on a Wednesday but people won't believe it untill it's exactly Sunday 0:00.
Does that make sense? Is that a logical understanding of the markets?
Does that truly make sense to you or you just took that from a course and taken it as truth?
For a few weeks now I've said before that there are currently 10+ reasons why the market is bullish.
Even before yesterday's higher high was made.
But I get the argument that you still wanted to wait for all pieces of the puzzle to align.
There's a risk to reward flaw in that ofcourse. 7/8 indications out of 10 is for me enough as waiting for 10/10 will be great proof but you'll be a lot later.
Yet you can continue to always wait even longer and longer and create another set of variables to convince you.
Like the candle closure for example or ...
Know that the market has shown and proven itself it wanted to go higher for quite a while know.
Not just market structure was very favorable and the bottom formation. But what probably gave it most away is the market not reacting a tiny bit anymore to negative knews.
Better yet, it went even higher.
Analyzing the market in your own way is fine. Just don't overanalyze and wait for everything. Especially the things that don't make sense either.
22
9
125
9,125
Nova retweeted
Bitcoin Hard Fork: eCash Beta Is Live
Bitcoin's biggest limitation has always been change itself. New functionality means years of soft fork debate, while L1 stays intentionally frozen to protect the monetary base.
Drivechains (BIP 300/301) fix this: sidechains pegged to BTC, independent of L1. Succeed, and Bitcoin gains new utility and fee revenue. Fail, and L1 is untouched.
eCash is the first real network built on this model, and Alpha proved it. Hashrate hit 9.44 PH/s, 7 independent pools mined blocks, and the community shipped a bunch of tools unprompted:
1/ pecx.shop / peesex.shop - first pECX↔BTC AMM, built in days
2/ szats.world - pECX faucet, hit by proxy farmers within hours
3/ explorer.alpha.ecash.ninja - the first block explorer
4/ eCashPool & NurseryPool - community mining pools, one paying out in Thunder on principle
5/ ecashmeter.com - drivechain fee tracker, flipped live weeks early
6/ The eCash Splitter - official coin-splitting tool, GUI + CLI, shipped mid-alpha
New drivechains proposed. Blind merge mining tested live. Consensus bugs diagnosed by block height and root cause, faster than most funded eng teams manage.
Beta is now live: ecash.com/join
Beta improves the pECX burn rate 👉 1,000 pECX → 20 real ECX (up from 10 in Alpha)
The pECX tokens are in addition, not instead of the original 1:1 airdrop. Every BTC holder still gets ECX 1:1 at full launch on October 31 regardless. Burning pECX now is a bonus on top of that, extra ECX for showing up early.
Receiving and splitting:
Hold BTC non-custodially at the fork block, you get equal ECX automatically, nothing moves or converts. eCash uses opt-in protection, not built-in, so every wallet and exchange keeps working on day one, but that means until you split, moving BTC could move your ECX too.
Splitting is a one-time fix, three ways to do it, two are one-tap in official eCash software, the third uses standard Bitcoin tooling only.
BTC on an exchange? You can't split yourself. We're in touch with exchanges about crediting ECX, or you can withdraw to self-custody before Oct 31 and split it yourself.
👉 ecash.com/join
7
16
57
23,644
Nova retweeted
Holy moly.
Here we have it. Last nail in the coffin for bears.
Higjer high CONFIRMED for Bitcoin.
That's the last piece of the puzzle of confirmation for many to be convinced the bear market is over.
The signs were already there PLENTY. But some still felt better waiting for the final piece.
That's here.
GG fam. Better days incoming.
Said this before that Ethereum is leading the proof of the bull market.
Despite all the signs and indications that Bitcoin has already changed trend from bear to bull, it has yet to make a higher high at $83k.
Which right now is looking to happen ANY MOMENT.
This will proof to many the trend reversal is actually real right now.
Even the die hard "bears or bull trap" people won't be able to ignore it.
I've said it before but the evidence is already there though. Waiting for the last piece of the puzzle to hit ($83k) is quite late.
Although it's still better than some that end up waiting the entire cycle to be convinced the market trend has shifted.
You would be surprised how many only flip the other way once the market goes extremely high or low.
Many people only flipped bearish after Bitcoin went below $74,000. Down all the way from $125,000.
The same happens now to the upside.
30
36
338
23,226
Nova retweeted
Said this before that Ethereum is leading the proof of the bull market.
Despite all the signs and indications that Bitcoin has already changed trend from bear to bull, it has yet to make a higher high at $83k.
Which right now is looking to happen ANY MOMENT.
This will proof to many the trend reversal is actually real right now.
Even the die hard "bears or bull trap" people won't be able to ignore it.
I've said it before but the evidence is already there though. Waiting for the last piece of the puzzle to hit ($83k) is quite late.
Although it's still better than some that end up waiting the entire cycle to be convinced the market trend has shifted.
You would be surprised how many only flip the other way once the market goes extremely high or low.
Many people only flipped bearish after Bitcoin went below $74,000. Down all the way from $125,000.
The same happens now to the upside.
10
7
103
31,548
OTHERS / ALTS
No need for further explanations. The chart says enough.
When you view it on the monthly, things look even better and give an even cleaner perspective.
Again, the market isn't and won't likely be anymore in a "go-up" all environment.
It's nearly impossible to achieve that environment again due to the maturity of the market.
OTHERS going up won't even do that anymore.
BUT it does create an environment for things to pop.
Along with existing narratives or new ones that have yet to show up pulling up several categories in that niche.
15
8
135
10,846