
Old Fashion Research
@OFRFund
Followers
5K
Following
1K
Media
48
Statuses
638
Multi-strategy blockchain investment fund founded by executives from the world’s leading exchange
Joined October 2021
3/ 🔄 Rotations & Headlines. • Cross-chain M&A: @WormholeCrypto moved to acquire Stargate; diligence paused Snapshot (LayerZero’s prior bid ~$110M).• CEX tokens: $BNB and $OKB printed new highs this week.• US rails: Wyoming launched a state stablecoin.• Memes: $YZY on Solana.
1
0
2
2/ 🧲 $ETH: Holding $4.3K Line. • Tested ~$4.2K–4.3K through the week.• ETF bids steady, led by @BlackRock ETHA & @Fidelity inflows.• ETH betas lagged → market still prefers core ETH over satellites.
1
0
1
#OFRFlow 🥃 | Aug 18–22.Powell’s Jackson Hole tone hinted at rate cuts as soon as September, driven by labor softness over inflation. Risk switched back on - BTC climbed to $115K, ETH tested $4.3K, and infra + meme rotations made more noise than price. Here’s our weekly take:.
3
3
4
RT @ardriveapp: ArDrive is officially 5 years old today. 🎂.5 years ago today @vilenarios introduced a new way for anyone to store data perm….
0
16
0
4/ 🏗️ Market Structure Moves. • @Coinbase said it completed the acquisition of @DeribitOfficial (options) adding whole full stack: spot, futures, perps, options.• @OKX set total OKB supply at 21M via contract upgrade; phasing out OKTChain with a swap mechanism.
1
0
2
3/ 🔄 Where Flows Went. • “It’s ETH season” — rotation from OTHERS to ETH continued.• Corporate treasuries kept stacking: Strategy +155 BTC; @Metaplanet_JP +518 BTC; @BitMNR , @SharpLinkGaming , Fundamental Global expanded ETH treasuries/staking plans.• Notable infra move:.
1
0
1
2/ ⚡ $ETH: ETF-Led Leadership. • @BlackRock’s ETHA posted the highest USD inflow since launch on Aug 11 (~$641M).• Price action: “ATH anytime now” → later in week: “new ATH this week then correction?”.• Earlier asks at 4.4–4.5k thinned vs. the prior 4k wall; ETHBTC holding.
1
0
1
1/ 📈 $BTC: ATH, Then Back to Range. • Fresh ATH mid-week as @coinbase premium flipped positive; momentum cooled after the pop.• Support intact around 117–118k; stronger jitters ex‑US than in US.• Macro watch: CPI (Aug 12) landed; next up PCE Aug 29, then Sep jobs/CPI.
1
0
2
3/ 🌏 CEX Moves & Regulatory Heat. • Strategic License Plays: @Tether_to took a minority stake in MiCA-approved 🇪🇸 @bit2me; @MEXC_Global became a shareholder in 🇮🇩 @TrivExchange.• Philippines SEC flagged 10 major offshore CEXs operating without VASP licenses - pushing users.
1
0
3
2/ 🧲 $ETH: ETF Back in the Game. • Finally broke above $3.9K after trading in the ~$3.4K–$3.6K range earlier this week.• ETF inflows picked up mid-week, led by @BlackRock’s ETHA and @Fidelity spiking allocations.• ETH betas (UNI, PENDLE, PEPE) lagged — market still chasing.
1
0
2
#OFRFlow 🥃 | Aug 4-8 .BTC/ETH stayed in tight ranges, but ETF inflows kept the floor steady. Macro was muted, while CEXs accelerated - building license-ready alliances, expanding into new markets, and dealing with tighter regulatory oversight. Here’s our weekly take:.
2
2
10
RT @zetablockchain: Universal Blockchain is now the #1 fastest growing by dev activity. We're on a our mission to make using Web3 as simpl….
0
13
0