VIKTOR
@thedefivillain
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I write a free weekly newsletter covering the latest crypto narratives : https://t.co/GDiah6MkSW Link of my TG channel below
Joined May 2022
[MARKET NARRATIVES HISTORY]. One of the best way to outperform the market is to understand the narratives. This thread will be used to keep track of the crypto market narratives as time goes on. Hope you will find it useful :. 🧵👇.
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RT @rektdiomedes: Things I'm looking at today:. - $PENDLE hits new ATH in TVL and all kinds of Pendle x HyperEVM excitement going on as wel….
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RT @thedailydegenhq: The Daily Degen - Sunday, July 27th, 2025. Seasons, Eras, Risks, Streams, Macro, Videos, + New Projects!. Shout-out to….
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Pantera Capital whenever the 56th altcoin treasury company deck hits their inbox 🤤
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A full-stack $BTC treasury company needs 2 legs :. - Equity = monetizing the mNAV premium. - Debt = monetizing the difference between BTC's CAGR and the borrowing cost. Using both legs in tandem is what rationally justifies the company trading at a premium, even over the medium.
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$MCVT is going to be the $SUI treasury company. They are raising $450M, but we don’t know how much of that will go into buying liquid $SUI on the open mkt vs how much will be used to acquire locked tokens from the foundation.
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Mill City intends to acquire SUI tokens on the open market, as well as via institutional-grade deal flow typically reserved for crypto funds and a negotiated purchase and sale agreement with Sui Foundation — a treasury strategy now accessible through a publicly traded structure.
Do you think the Sui Foundation that crimed its coin up to $54bn FDV won't hop on the altcoin treasury trend ?. It just so happens that some people are getting bullish on $SUI here. Something something frontrunning the announcement
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Bitmine just bought $2bn worth of $ETH in like 3 weeks, it's *a bit* strange to have a Pudgy pfp when it's not even an Ethereum-focused project anymore ($PENGU trades on Solana)
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Did Pudgy Penguins pay all of these companies using Penguins as PFPs ?.
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Could it be that the massive OI drop on $BONK 10 days ago was related to Joe McCann (famous BONK bull) fund getting destroyed over the recent weeks ?
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The setup looks good for strength continuation in the crypto market.
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RT @dgt10011: Unless you are a crypto VC that has they actually made more money for their investors than Saylor has for his shareholders, i….
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It feels like the $ZORA mindshare got multiplied by 10 today on CT, and yet it was already a 10x before today.
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Reflexivity :. You are more likely to find a 2-3x out of the coins that are already up 10x than out of the rest of the market. $ZORA is a prime example
The Pareto distribution in the returns of coins is a nightmare for shorts. Because the top performers often end up outperforming the next cohort by 2x-5x. If you find yourself shorting them without invalidation, you are in for some pain. $PENGU.$SPK.$ZORA
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Pumpfun never had any moat and they just lost what made all of their value, ie a large memecoin market share. What's left ?. $2bn and rich zoomer founders. I think it's not the worst spot to be long $PUMP but a HYPE-like future seems pretty unlikely on that project.
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It feels like this moment where you feel $ETH is going to $4200 soon and you'll regret not being long enough. (As someone who's not long enough. ).
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.@RiffRaffOz casually standing on both #2 and #3 top spots on the 365d Bybit leaderboard and people barely know him on CT
wtf are these top Bybit traders on???. who in the god damn hell is making $32,000,000/m. that’s $1,015,483 EVERY SINGLE DAY. that’s like 15 Dubai Chocolate Labubus an hour. are they 10000x lev EVERYTHING?. 2nd guy only took like 6 trades a day too??. good lord man
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