Follow me for Defi Research and On-chain Analysis || previously @StalkHQ

Web3
I was right this time again. September closed with $BTC being up 6.3%. Even without the Clarity Act October is usually green, hence the name "Uptober."
I was right on this one. $BTC is up +25% in August Even without the Clarity Act yet Maybe some retracement and a few drops from people taking profit, but I still expect September to be bullish.
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Celebrity memecoin launches were part of the obstacle for the Clarity Act Good to see the market isn't really affected that much
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Robinhood Chain is topping the 3M NetFlow table just a few months after launch @RobinhoodCrypto's chain didn't need a 5- or 3-year head start. Good projects still work. Devs need to build what people will use instead of adding blockchain to everything
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Went from a peak of $222 to $2.3 in 90mins Failed launch?
I've seen tweets and conversations about the $LAPTOP token launching later today No matter how hyped up it becomes, remember what happened with solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN, whales and airdrop recipients will eventually sell Joined early, use bots if necessary, and be ready to dump when needed
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I've seen tweets and conversations about the $LAPTOP token launching later today No matter how hyped up it becomes, remember what happened with solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN, whales and airdrop recipients will eventually sell Joined early, use bots if necessary, and be ready to dump when needed
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Specter retweeted
Replying to @justinsuntron
Another alt ETF probably won't make much difference. Most cash flows just go towards Bitcoin ETFs
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It has been institutionalized at this point. Robinhood's chain was primarily for tokenized real-world assets (RWAs), but a huge fraction of transactions on the chain are coming from degens hoping to make quick bucks But it's not all bad, just that it attracts the wrong crowd.
I don’t think we will ever see the pve side of things in crypto again.
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A new week. Hopefully it's a bullish week We go again
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It would be interesting to get some data for @PayBox. - Users/Adoption - Volume It's been over a month since it was launched
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You see screenshots like this and feel you could be the next on the leaderboard Remember to thread carefully 😅 The profit you see, are mostly coming from others who loss
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All tokens in the top 20 by market cap are very popular except this one $RAIN is ~#12 on CoinGecko at $12B mcap $30M TVL 1.14T total supply, with more unlocks still coming I checked their whitepaper and still don't understand why they need that much supply, and the chart keeps pumping
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Specter retweeted
Replying to @cryptomanran
You guys still have money to buy?
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Memecoins and the meme culture are still very much alive With the hype on the RobinHood Chain, the @ponsdotfamily's launchpad has made over $22m+ in fees this week alone @Pumpfun hasn't made that much in fees in a week since its peak season
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In case you don't know how huge the hype on the @RobinhoodCrypto's chain is right now, this is the NetFlow from the past 1 year, and Robinhood Chain is currently at number 3. And it launched a few months ago All eyes on Robinhood for good projects amongst the memes and rugs
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Huge jump on Uniswap v4's volume yesterday Saw the partnership announcement from @ponsdotfamily Hopefully it doesn't turn into the @Pumpfun and @Raydium situation on the long run
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Remember this when next you contemplate whether to sell your memecoin bags or not 😅
Yet they refuse to learn. Most memecoins are just transfer of wealth to enrich those who issued it
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Working on a project and found this website—btcdollarcostaverage.com/ One of the few free no-key CSV feeds with daily bitcoin:native prices all the way back to 18 Aug 2010 ($0.07) yfinance and most Kaggle datasets only start from 2014 Just to put it out there incase anyone needs the full history
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Specter retweeted
Replying to @saylor
A typical Bitcoiner 😎
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Does price volatility make bitcoin:native a bad investment to hold? Only if you see volatility and fragility as the same thing Fragile things break under stress. Antifragile things get stronger from it Bitcoin has been attacked, banned, written off, and crashed over and over — and the network kept getting harder to kill. Fiat does the opposite. Inflation, bailouts, and policy errors slowly eat it
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Heard a new Twitter clone just dropped It's called twitter.now, the platform is just building and gathering early access funds for people to either be a founder or a fighter This currently looks like a cheap copy project, but fingers crossed to see if degens will accept it
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