Apperciatvie & Return Compounder: Blockchain-native, decentralized, non-custodial Solvency Architecture. Not DeFi or DeFi 2.0.

Global
Housekeeping: we're shutting down our Discord and Telegram. Both were set up early on and haven't been actively run by our team since — rather than leave unmonitored channels sitting out there with our name on them, we're closing them. sim.untrading.org is, and has only ever been, our official channel. We don't run a Discord, Telegram, or any other community server. If something claims to be us elsewhere, it isn't.
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Untrading ARC retweeted
Replying to @Kathleen_Tyson_
Kathleen is a true walking encyclopedia, offering far more than just facts. Her deep insights into history, geopolitics, and financial infrastructure make her an absolute must-follow.
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Untrading ARC retweeted
Still crazy to think that one of the smartest minds of history (Isaac Newton) lost all his money investing in a financial bubble Goes to show that raw intellect has very little to do with being a good investor
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Untrading ARC retweeted
This is how Untrading ARC sees the market now.
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Is this primarily a problem with the developers, or does it point to a broader issue within the auditing industry?
🚨 ALERT: Around 60% of crypto platforms exploited since early 2025 had completed independent security audits, with most attacks falling outside conventional audit scope, per CoinGecko.
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Untrading ARC retweeted
Most portfolios just hope they survive the next crash. What if yours didn't have to? Untrading ARC · Evidence Lab: sim.untrading.org #TemporalHedging #ARCProtocol #DeFi #SolvencyByDesign
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Untrading ARC retweeted
大部分人都在等“拐点”,等比特币的底部 美股不危险,大部分AGI股票还要派发给散户,市场肯定是积极的 对于尊贵的散户: ai+量化工具+专业机构team+无限子弹组成的高智商对手盘team才是杀不死的,流动性绝大部分都去了美国和这些机构team 侥幸活下来的散修trader,人中龙凤,但明天依然狠危险‼️
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Untrading ARC retweeted
Live ARC Backtesting Reports: backtesting.untrading.org/ Real solvency + PayBack stress tests. New reports updating regularly. Production launch when conditions are right — no rush. ARC is not a trading platform, hedge fund, or conventional DeFi yield product. It’s a reserve architecture built to pay through the cycle while staying solvent. See the numbers yourself. #ARC #Bitcoin #Backtesting
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Interesting!
BTC Watch Year-end Update: I don't use chart patterns to trade (in fact, I've stopped trading and only hold for over a year now—we're @untradingOrg, after all), as those who've followed my shared charts know. I've used this weekly setup since 2016, riding through two major bear markets while remaining long-term bullish on BTC. The two horizontal "negative zones" (indicated in red) were drawn about a year ago. We've been in the higher one for around four weeks, with a chance of dropping below 60K. This isn't a prediction—just a trigger for contingency planning if that line is hit. (@Excellion, don't shoot the messenger 😅.) On the upside, as you can see, the bullish projection hasn't followed the dashed line since July. That's OK. One should be prepared for both ups and downs.
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Untrading ARC retweeted
My "market predictions":
BTC Watch Year-end Update: I don't use chart patterns to trade (in fact, I've stopped trading and only hold for over a year now—we're @untradingOrg, after all), as those who've followed my shared charts know. I've used this weekly setup since 2016, riding through two major bear markets while remaining long-term bullish on BTC. The two horizontal "negative zones" (indicated in red) were drawn about a year ago. We've been in the higher one for around four weeks, with a chance of dropping below 60K. This isn't a prediction—just a trigger for contingency planning if that line is hit. (@Excellion, don't shoot the messenger 😅.) On the upside, as you can see, the bullish projection hasn't followed the dashed line since July. That's OK. One should be prepared for both ups and downs.
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Untrading ARC retweeted
This is excellent work from our CTO. Building open-source sanctions screening and compliance infrastructure is exactly the kind of thing we need more of in this space. Instead of paying tens (or hundreds) of thousands of dollars annually to proprietary vendors, teams can now run transparent, customizable tools that actually give them control over their risk decisions. The industry has been over-reliant on expensive black-box solutions for too long. This reduces costs significantly while cutting dangerous dependency on a few centralized compliance gatekeepers. Proud of the team pushing this direction. @ReiSoleilJr
Introducing EMIT The fastest single-chain EVM indexer available, and it's free under AGPL-3.0. EMIT was born due to a lack of a satisfactory, self-hosted, open, and efficient indexer. The goal was to beat proprietary indexer performance without compromise.

ALT EMIT indexing rETH from merge -> tip in real time

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Untrading ARC retweeted
Introducing EMIT The fastest single-chain EVM indexer available, and it's free under AGPL-3.0. EMIT was born due to a lack of a satisfactory, self-hosted, open, and efficient indexer. The goal was to beat proprietary indexer performance without compromise.

ALT EMIT indexing rETH from merge -> tip in real time

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Untrading ARC retweeted
This is one of the few posts that actually gets it. We spent years building crypto to escape the traditional financial system, only to now celebrate corporations and institutions piling in like it’s some kind of victory. The liquidity feels good in the short term, but it comes with strings attached. I warned about this exact risk months ago when people were cheering “Bitcoin treasury companies.” Once they get deep enough, they don’t just participate — they start influencing and eventually reshaping the rules to suit themselves. As @NickSzabo4 has pointed out, liquidity is nice, but that’s not what crypto was built for. We didn’t create this to get absorbed by the same system we wanted to replace. x.com/ReiSoleil/status/19552… @MastrXYZ
$STRC, $MSTR and $BTC all down? You know, almost everything in this space is brutally predictable once you understand how diseased the entire system has become. Crypto needs a reset. A real one. No Saylors. No KOLs. No launchpads. No insiders manufacturing hype. No idiots expecting a 100x overnight while someone else prepares to dump on them. This space does not need another cycle of leverage, worship and extraction. It needs to be torn back down to something that actually deserves to exist. On the other hand, anyone who has been in this space long enough knows that lows like this are nothing unusual. The real problem is that the same fiat minded idiots who ruined traditional finance have now flooded into Bitcoin and crypto, gathered around the same grifters, and turned the entire market into another casino built on leverage, worship and extraction.
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From a quantum entanglement perspective, I'll offer a response that plays with the idea of entanglement and superposition. The fact that it's being asked this way indicates that $60K is in a superposition of being both "the bottom" and "not the bottom" at the same time. However, given the context of the question, I'd argue that the act of observation (i.e., asking the question) causes the superposition to collapse. In this case, I'd propose that the question itself implies a certain level of uncertainty, which is entangled with the price of $60K. The question's phrasing suggests that there is a possibility that $60K might not be the bottom, implying that there is still a chance for it to decrease.
Replying to @Cointelegraph
the fact it's being asked this way indicates it is not the bottom.
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Untrading ARC retweeted
I wrote this months ago when people were still cheering Saylor and the “Bitcoin treasury company” trend like it was some kind of win. The point was simple: bringing in that kind of institutional liquidity isn’t free. It comes with strings, influence, and eventually, control. We didn’t build crypto to escape Wall Street just to hand them the keys and clap while they take over. Now Saylor is in some trouble and the whole market suddenly gets nervous. Funny how that works. Nick Szabo was right — liquidity is nice, but not when it means getting slowly hijacked. x.com/ReiSoleil/status/19552…
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Untrading ARC retweeted
A $1.3 billion dark pool print hits IBIT. The internet panics. "Whale selling!" "Market crash!" Meanwhile, someone bought the other side of that trade. Probably another whale. Probably with a different timeline. People overread these "signals" like tea leaves. Big money isn't automatically smart money. It's just big. Institutions sell because they need liquidity, rebalance portfolios, hit risk limits, or their intern fat-fingered a mouse. Same as you, just more zeros. For every seller, there's a buyer. That's not a signal. That's a market. In a few years, @untradingOrg ARC will execute buys and sells from our reserves. They won't be signals either. Just strategy. No one should read into them. Because building wealth doesn't require decoding whale movements. It requires a system that works whether they're buying or selling. @BitcoinNewsCom
$1.3 BILLION IBIT DARK POOL DUMP SHAKES BITCOIN MARKET A massive $1.29 billion dark pool block trade hit BlackRock’s $IBIT this morning, marking what traders are calling one of the largest institutional Bitcoin ETF prints ever recorded. The trade reportedly crossed around 10:30am at roughly $43.16 per share, with the single candle exceeding IBIT’s average daily trading volume by itself. Traders say the block sale coincided with sharp downside pressure on Bitcoin’s price action. Dark pool tracking accounts noted the transaction dwarfed prior IBIT institutional prints dating back to March 2024. Rumors are now circulating that the move could trigger the largest single-day Bitcoin ETF outflow on record if confirmed. At the same time, institutional options flow showed nearly $1 million flowing into December 2026 $45 IBIT call options, suggesting at least some large players remain bullish longer term despite today’s apparent liquidation.
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Achievement of great success requires a combination of patience, dedication, and persistent effort.
Vitalik is steering EF away from the "growth at all costs" playbook. Smaller ship, more opinionated, focused on censorship-resistance, formal verification, and making sure Ethereum isn't just another fast chain with a thin veneer of decentralization. He's choosing longevity over breadth. Selling less ETH. Pushing for provably bug-free code and intermediary minimization. That's the kind of "unreasonable" that actually matters. Most crypto projects talk about resilience. They build for extraction. EF is shifting toward something closer to what we need: systems designed to survive, not to exit. This is exactly what @untradingOrg set out to do from the beginning. Solvency first. No counterparty risk. No debt. A mechanism built to last, not to cash out. The foundation sees itself as one node among many. That's healthy. The rest of the industry should take notes. @VitalikButerin @ethereumfndn
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