MJ
@peach_1340
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Fundamentals in Crypto | Tweets are not financial advice.
Dubai
Joined January 2018
A Bitcoin Cash thesis - > Best performing coin in top 20 since December last year. $BCH has outperformed $BTC by c35% over this period. I fully expect this to continue over the coming months > Largest upgrade since inception landing in May 2026. The Layla upgrade will: 1.
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Whales seem bullish on $PUMP. • Whale BGSLvB withdrew 2M $USDC from #Kraken 16 hours ago and bought 517.97M $PUMP. • Whale 0x3024 deposited 3M $USDC to #Hyperliquid an hour ago and opened a 2x long on 735M $PUMP($3.04M). https://t.co/gHng248UWo
https://t.co/pT3fJ7JQIe
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I’ve bought $LINEA 85% airdrop now claimed + fundas are going up only + imminent major catalysts > $LINEA holders are now v likely to receive a MetaMask (MM) token airdrop. The MM launch (now confirmed happening v soon) is one of the most hyped of all time. Grok currently
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I am of the view $LTC will be the next US spot ETF approved in T-2 wks. > Canary Capital just updated their prospectus on Sep 15th > Final deadline (for the 240 day SEC review period) for the Canary Capital filing is October 2nd (ahead of Sol + XRP) > $LTC is a low risk approval
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$ETH outperformed with a ~ +40% move straight to a new ath It is now Solanas window over the coming wks to be the best performing major - the early excitement on the timeline feels warranted; 1. Multiple $SOL DATs about to launch 2. Super likely the $SOL ETF will be approved
$ETH short term tailwinds > $BTC I am of the view BTC dom topped in late June for 2025 The opportunity for $ETH (+ v select alts) to outperform $BTC (over the next 2-3 months) is the best it has been for a v long time > Many are underestimating the extent of the tokenisation /
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$ETH short term tailwinds > $BTC I am of the view BTC dom topped in late June for 2025 The opportunity for $ETH (+ v select alts) to outperform $BTC (over the next 2-3 months) is the best it has been for a v long time > Many are underestimating the extent of the tokenisation /
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Arthur Hayes(@CryptoHayes) bought 2.16M $ENA($1.03M) today from #Binance, #GalaxyDigital, #Flowdesk, and currently holds 7.76M $ENA($3.73M). https://t.co/1HymJROJmL
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Q2 saw major milestones for @maplefinance! Hit $2.6b AUM and reached new high of $15m ARR. The mission to be the dominant onchain asset managet continues! Updated targets of $5b AUM and $30m ARR by the end of the year!
$2.6B AUM. $15M ARR. 200% revenue growth Q/Q. In Q2 Maple became the largest onchain asset manager, surpassing BlackRock while delivering institutional-grade yields across DeFi. The institutional DeFi renaissance is here, and it's happening on Maple.
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> Drips sell pressure event now gone > Whale seller at 40c now gone > One of the strongest coins in this market wide reset > TVL now $3bn+ > JP Morgan now exploring crypto backed loans, a huge signal of the potential opportunity in the onchain asset management / lending space
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A solid uptrend start for Ethena. Still a lot of fuel for higher imo. Updates- > Px just put in a fresh ~23wk high. First break of 200dma since February > x3 Crypto bills just all passed in the US in the same wk. Particularly bullish for projects like Ethena focused on
$ENA Fundamentals are looking v strong here alongside px at htf range lows. In my view, this one performs v well through q3/q4. > Big beneficiary from the new US pro crypto legislation coming out in H2 > $ENA resides at the core of three interwoven narratives that I believe
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For the first time in 6 months average funding across BTC and ETH has broken above baseline funding at 11% The last period we saw funding sustain above these levels in Q4 last year the supply of USDe increased 2.5x in 6 weeks Data: https://t.co/wWTQKj2Qug
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Korea’s in a full-on stablecoin bubble right now: ▪️There are zero clear regulatory guidelines on stablecoins so far. ▪️Every other day, Korean financial news headlines are like: “XYZ bank/company just filed a trademark for a stablecoin.” ▪️Whenever a listed company files a
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When a project has significant imminent catalysts + you see a major seed investor & close advisor buying more coin on the open market - you pay attention. $ENA
According to @EmberCN, the wallet 0x6c…7e21—suspected to belong to BitMEX co-founder Arthur Hayes—recently purchased around $1.5 million worth of ENA through multiple channels, including transferring 755K USDC to Binance and withdrawing 2.1M ENA, sending 248K USDC to Wintermute
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3 billy
Maple Finance reaches $3 Billion TVL. Hockey stick growth $SYRUP is undervalued . Compare its metrics to Ondo .
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$ENA Fundamentals are looking v strong here alongside px at htf range lows. In my view, this one performs v well through q3/q4. > Big beneficiary from the new US pro crypto legislation coming out in H2 > $ENA resides at the core of three interwoven narratives that I believe
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🚨 BREAKING: The tokenized Real-World Asset (RWA) market just broke an all-time high, surpassing $25 BILLION for the first time ever! Securitize is leading the charge on the way to $1 TRILLION. From tokenized treasuries to private credit, and institutional funds to equities,
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ICYMI, Maple is now the largest onchain asset manager. Wake up and smell the 🥞
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REX-Osprey to launch Solana, Ethereum staking ETFs after resolving SEC comments
theblock.co
REX Shares said its staking Solana ETF, the first of its kind, would be "coming soon" in an X post on Friday.
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