On a mission to make onchain data digestible
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Starting at just $5,000.
This wallet grew its wealth to $350,000 (a 70x increase).
All it takes is discipline.
Let's dive into his strategy (and what is he doing now)🧵
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My on-chain dashboards tell me what wallets did.
They rarely tell me why.
The why usually lives somewhere else: a CPI print, a Fed day, an earnings call from a company with nothing to do with crypto.
So the routine ends up three apps deep. One for flows, one for macro, one for stock chatter.
#Binance Square just added a Stocks tab. Market news, micro and macro insights, and stock discussions, in the same feed where I already read crypto.
Small feature, but it removes a few tabs between the move and the reason for it.
Crypto stopped trading in isolation a while ago. Good to see the feed catch up.
@cz_binance @heyibinance
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🛑 TRON Q2: $2.08T in stablecoin settlement.
- That's an average of ~$23B clearing every day of the quarter.
USDT transfer volume peaked in Q2 on April 30 at $35.5B, an amount surpassed in Q3 August 21 at $36.3B.
Since April 1, over 70% of daily USDT transfer totals have exceeded $20B.
🔴 1.1B transactions, +12% QoQ.
🔴 16.4M active addresses, +14% YoY.
$USDT circulating supply has gone $87.9B → $94B+ since the quarter closed.
Settlement doesn't trend. It compounds.
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Whale HURDw keeps accumulating $SOL.
Over the past 3 weeks, the whale bought 285,503 $SOL ($28.82M) on #Hyperliquid.
$28.82M in 3 weeks.
Someone is clearly building a position.
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26 wins in a row.
Then 0x362a shorted 15,785 $ZEC ($18.95M) three days ago.
The streak is now looking very different.
Current unrealized loss: $5.15M.
26 wins straight, then one trade fighting the move.
Even good track records eventually meet a bad trade.
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Last week, TRON hit 400M user accounts, it is now at approximately 401.9M.
The number is the headline. The cadence underneath it is the story.
Time taken to add each 100M users:
• First 100M: 4 years
• 200M → 300M: 492 days
• 300M → 400M: 498 days
The last two cohorts landed six days apart.
That's ~200,000 new user accounts a day, every day, for nearly three years, without deviating.
Growth that arrives on schedule reads differently than growth that spikes. The demand isn't event-driven.
Activity kept pace. Q2 was the third straight record quarter:
• 11.8M avg daily transactions, +8.7% QoQ
• 3.6M daily active addresses, +11.7% QoQ
• 14.6M transactions on June 15, a single-day high
One data point the Q2 report doesn't cover yet. $USDT circulating supply on #TRON closed the quarter at $87.9B. It's now above $94B. Roughly $6B added in under eight weeks.
Lifetime: 15.3B transactions, ~$29T moved, $27B+ locked on the network.
Users compound. Activity compounds. Supply compounds. All on the same clock.
Milestones make noise. Cadence makes infrastructure.
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Metaplanet just moved more bitcoin:native toward Coinbase Prime.
The Bitcoin treasury company, which accumulated 43,000 bitcoin:native ($3.48B) at an average cost of $96,191, deposited another 1,350 bitcoin:native ($108M) one hour ago.
Large holders moving coins to exchanges always get attention.
Deposit does not equal selling.
But the liquidity is getting closer.
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Strategy is back in the green.
With $BTC at ~$76,500, above its $75,385 cost basis, Strategy’s 840,447 $BTC stack is now sitting on roughly $937M in unrealized profit.
A few days ago, that same position was down ~$9.90B.
Meanwhile, $ETH at ~$2,400 has cut Bitmine’s unrealized loss to roughly $5.62B, from ~$8.51B just days ago.
Strategy: -$9.90B → +$0.94B
Bitmine: -$8.51B → -$5.62B
A few green candles erased billions in paper losses.
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0x2E88 is betting the other way.
The trader is short 9,346 $ETH ($21.43M) on @Aster_DEX and is already sitting on a $1.63M unrealized loss, down 60.83% on the position.
Fighting momentum gets expensive fast.
Guess the ending?
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Not every whale is buying the bounce.
Whale 0x4cee sold 5,250 $ETH ($11.76M), locking in a $1.76M profit.
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