324989
The DeFi Investor
@thedefinvestor #324989
Crypto Analyst
77 Follower 81 Following
Why I'm still bullish on crypto?
• FED rate cuts are coming
• US elections are 3 months away
• FTX users will soon get $16B in cash
• Stablecoin supply keeps growing
• US slowly becomes crypto-friendly
Q3 has historically always been choppy. The real fun starts in Q4.
• FED rate cuts are coming
• US elections are 3 months away
• FTX users will soon get $16B in cash
• Stablecoin supply keeps growing
• US slowly becomes crypto-friendly
Q3 has historically always been choppy. The real fun starts in Q4.
Trump's VP pick JD Vance held $250k BTC in 2022 - and probably has even more now.
On top of this, Vance critized SEC's anti-crypto policies many times in the past.
Trump picking him as VP is a big win for crypto.
On top of this, Vance critized SEC's anti-crypto policies many times in the past.
Trump picking him as VP is a big win for crypto.
Farcaster hit a new ATH in unique casters last week🔥
Ethereum gas price is at its lowest level in years.
All while L2s activity is at ATH.
Ethereum is finally scaling.
All while L2s activity is at ATH.
Ethereum is finally scaling.
I'm extremely bullish on Ethena.
With only 1.5b USDe in circulation, the protocol is generating as much revenue as MakerDAO, which is by far the largest stablecoin protocol.
If Ethena's USDe reaches 10b supply, it would generate $2b in revenue at the current rates.
With only 1.5b USDe in circulation, the protocol is generating as much revenue as MakerDAO, which is by far the largest stablecoin protocol.
If Ethena's USDe reaches 10b supply, it would generate $2b in revenue at the current rates.
Layer 2 TVL hit a new ATH today.
Just one month before Ethereum's Dencun Upgrade launches.
Just one month before Ethereum's Dencun Upgrade launches.
ETH has so many bullish catalysts now that I lost count
• Dencun Upgrade is confirmed to happen in March
• ETH recently became deflationary again
• a spot ETH ETF could be approved in May
• restaking hype led to less circulating ETH supply
Imo there's no way ETH doesn't eventually pump in Q2
• Dencun Upgrade is confirmed to happen in March
• ETH recently became deflationary again
• a spot ETH ETF could be approved in May
• restaking hype led to less circulating ETH supply
Imo there's no way ETH doesn't eventually pump in Q2
When I first heard of Warpcast I thought that it's just a X copychat.
But it's way more than that:
> channels let you find posts about exactly what you're looking for
> Frames make possible building things that were never possible before
Only thing I wish is that crypto payments for data storage would be accepted
But it's way more than that:
> channels let you find posts about exactly what you're looking for
> Frames make possible building things that were never possible before
Only thing I wish is that crypto payments for data storage would be accepted