MS2 Capital
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AAVE. Framework Follow Up Pt 2. • Protocol profitability multiple (P/E).• Stablecoin/RWA adoption.• Token Buyback Mechanics . $CRCL .📊Market cap: $38.2B .💵Net income: $156M.🧮P/E: 244.87x . $AAVE.📊Market cap: $3.95B.💵Net income: $31.8M.🧮P/E: 124.2x. Here's why the market
2025 Investment Framework Pt 1:. • Follow the money.• Skate to where the puck is headed.• Keep it simple. Here's why $AAVE could be a perfect bet for this cycle, starting with following the money. - @aave added ~$25B of new deposits during '24. Source: @tokenterminal
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RT @MilkRoadDaily: Keep an eye on $LDO. @LidoFinance just hit a new TVL ATH: $41B. As a core part of the Ethereum ecosystem, it’s riding $….
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$ETH. 📈Upside Resistance: $4883.🟢Pullback Range: $4420 - $4610.⚠️Caution: Lose $4420. 📊mNAV Leaderboard. 🥇 $ATNF 6.04.🥈 $BMNR 1.80.🥉 $SBET 1.08. • $DYNX is a pre-merger SPAC, so it doesn't count since it lists the NAV of the SPAC. Source: @SERdotxyz
ETH reaching $7,500 by year-end 2025 and $25,000 by 2028 would validate ETH is arguably one of the biggest macro trades over the next decade.👇. PS: year-end target by Standard Chartered might be low 😉.
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$BTC. 🚀Price Discovery: $121.9K+.🔴Upside Resistance: $119.4K - $121.9K .🔵Buyside Support: $113.2K - $118.2K .🟢HTF Uptrend Support: $103.4K - $108.3K. • 0.64% onchain volume before price discovery.• LTF support band at $118.2K.• Caution if $116.9K support is lost
$BTC Has now also taken out the large liquidity cluster at the $120K+ region, a level we were looking for after taking out the liquidity below $115K. BTC is still range-bound currently and will need to either break out into price discovery or continue to go sideways to build up
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$ETH. Price Bands:. 🔴 +1.0σ: $5275 .🟠 +0.5σ - $4335✔️.🟡 Mean - $3395✔️.🟢 -0.5σ - $2456 .🔵 -1.0σ - $1516 . • HTF support: $3.3K -> $3.4K.• Target #1: $4.3K✔️.• Target #2: $5.3K❌. 📊ETF inflows set daily record ($1.01B).🐽Meanwhile $BMNR files for $20B ATM
Tom Lee is raising $20B to buy more Ethereum. oh my goodness. $BMNR $ETH
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$BTC . 🔴STH cost-basis < 1-month: $117.6K.🔵STH cost-basis < 1-week: $117.2K.🟢STH avg. cost-basis: $106.6K. • Caution if $117K support is lost.• HTF support remains at $107K.• BTC dips ahead of CPI are for buying. Source: @ali_charts . Market catalyst: CPI at 8:30 AM
When Bitcoin $BTC dips ahead of CPI or PPI reports, it often rallies right after the data drops, and vice versa.
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RT @TheDeFinvestor: DeFi TVL is almost back at ATH. It's up over 70% in the last 4 months and it's only 3% off all-time highs. DeFi Summ….
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RT @rektdiomedes: Brypto Stuff I'm Looking At Today. - Total crypto market cap in price discovery!!!. - Monthly version of the 'Altcoi….
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RT @Pentosh1: $eth treasury co's having their highest volume day ever . Which means, any eth dips are going to have hundreds of millions in….
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$SOL. 📈Upside Resistance: $185.🟢LTF Support: $173.⚠️Caution: Lose $166. • Warning if 50d SMA lost.• Tough love but excellent criticism of SOL outlook.• Is it more than no BlackRock support?. Source: @satoshiheist .
Going into 2025:. Consensus: Bullish Q1. I will sell March/April to front run sell in May walk away. Bearish Q2 and Q3 "summer chop". Bullish Q4. Reality: Bearish Q1. Bullish Q2. and Q3 has so far been bullish. 30+ alts are outperforming $BTC. $SOL barely outperformed. One
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$BTC. 📈Upside Resistance: $123.9K.🟢LTF Support: $119.7K.⚠️Caution: Lose $115.2K. • CME Gap ~$117.7K. Source: @CryptoGodJohn .
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Monday Markets. $ETH. 📈Upside Resistance: $4421.🟢LTF Support: $4057.⚠️Caution: Lose $3761. • $BMNR announces its holding 1.15mm ETH.• Officially the largest ETH treasury company. Source: @amitisinvesting
$BMNR. Bitmine now exceeds 1.15M $ETH worth $4.96B, up from $2.9B last week. Bitmine is also now the 25th most liquid US stock trading $2.2B in volume daily, up from the 42nd most liquid stock last week. Wall Street continues to be fascinated by Ethereum.
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RT @TheDeFinvestor: Protocols buying back their tokens. Under $50M market cap: . SILO - Silo Finance.GEAR - Gearbox.NATIX - Natix Network….
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RT @damskotrades: You don’t fade the breakout of resistance lines that are over 1000 days old.
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🔸Team spun up $AAVE / $USDC pool .🔸Available on Arbitrum.🔸While stacking 100% APY+ $wETH / $USDC . Doing our part to push @GammaSwapLabs TVL > $100M🫡. When gAAVE yield token?
GammaSwap has hit 25M in TVL! . Imagine what happens when we launch more yield tokens like gBTC, gUSDC and. gPendle??
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RT @zerototom: just over a +20% move for $ETH to break it's all time high and enter price discovery, which will happen, not if but when.….
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$BTC.📈Support > $119.7K -> $123.9K.⚠️Warning if $117K flips to resistance.🔴Loss of $115.2K -> retest 50d SMA. • 50d SMA support at $113.2K.• Bitcoin energy value at $145K.• ETF Flows: -$150.7M so far this week . Source: @caprioleio
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Friday Charts. $ETH.📈Support > $4056 -> $4421.⚠️Warning if $3874 flips to resistance.🔴Loss of $3681 -> retest $3377. • Traded above $4K psychological level .• ETF Flows: -$133.4M so far this week.• No $1.5B DAT for McCann, higher. Source: @econoar
Higher.
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RT @caprioleio: This is huge. 401Ks can now buy Bitcoin and crypto. Take a look at the U.S. Household Liquid Investable Wealth. Bitcoin and….
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