@Daz_0x

CEO @Daz_0x On-chain researcher EVM-@Solana, Software developer

in your head
Joined November 2016
You know, for believers in the #Altseason I put together a selection of what your projects are doing during this growth @Starknet ( $STRK) They’re dumping all the tokens they can, even pulling them out from their own bridge already (x.com/Daz_0x/status/19511609…) @Optimism ( $OP) For several months now, with every unlock and market pump, they’ve been dumping everything into the order book (x.com/Daz_0x/status/19505874…) (x.com/Daz_0x/status/19501191…) @zora ( $ZORA) With one hand they pump the token, and with the other they actively unload it onto the public, not forgetting to liquidate futures traders (x.com/Daz_0x/status/19489866…) @ethena ( $ENA) Despite the project’s great development, the team constantly takes profit from the token without hesitation (x.com/Daz_0x/status/19464952…) @arbitrum ( $ARB) As soon as the team gets unlocks, they actively dump all their tokens together with investors into the order book without hesitation (x.com/Daz_0x/status/19462322…) @alt_layer ( $ALT) team basically mints tokens out of thin air for themselves, and after some time and many transfers, they dump them into the exchange order book (x.com/Daz_0x/status/19432337…) As a result, we understand that most of the tokens mentioned above have a huge number of unlocks for funds, which, as soon as they receive unlocked coins, immediately dump them. Unlike retail investors, the teams themselves, looking at market metrics and their own profitability, don’t really believe in the alt season and realize they need to sell tokens at any market buy pressure
🟩@Starknet ( $STRK) is the weakest among the L2 sector, just a step away from a new bottom The team is depositing on absolutely all exchanges, and recently even started withdrawing from their own bridge Over the past couple of weeks, they’ve deposited more than $5M for sale (@arkham ) 🔸0xC4Db5dB4c8945c120B0425a68435b2A15852E611 🔸0xA065864eD884D1327865F07271587a87cB2b7E0E 🔸0x3bBda8f7E3dd517d3E1DF4BEAf756AB9C7A64d34
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Well, the $MON sale from @coinbase turned out very weak I sold with a small profit — basically ended up at zero But the premarket on MEXC, which I accumulated for a long time, gave a nice profit (nitter.cf/Daz_0x/status/19759558…) @monad is of course a trash project, pure bubbles that rug the community. Aside from speculation, I don’t see how the coin can grow
Did you see the @monad ( $MON) pre-market on @MEXC_Official? On @HyperliquidX the pre-market is just $0.13, but I sold on MEXC at $0.84 - let’s see how it turns out in the end
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At the moment, with $BTC priced at 85k, more than 62% of the coin supply is in profit To me, this shows that we are still far from the real bottom (in previous cycles the bottom was at values below 30–40%)
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At the moment, $ASTER buybacks are paused, so I partially sold the position I accumulated in the sideways range (nitter.cf/Aster_DEX/status/19914…) The next buybacks start on December 10, but on the 15th there will also be the airdrop for season 3, so I’m waiting for that first, and afterward I plan to accumulate the position again
Replying to @Aster_DEX
5/5 S4 buybacks kickoff: 60-90% of the fee generated in S4 will be used for buyback. Get ready for the next wave of growth. Start Date: 10th December 2025 Dedicated Wallet address for S4 buybacks will be announced. Stay tuned for more details, and thank you for your continued support. Let's build together!
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World Liberty Financial burned $22.14M worth of $WLFI — this is how Trump project is fighting scammers The team stated that before the launch of $WLFI, a small number of wallets were phished Their solution? 🔸Burn the tokens on compromised wallets, reissue them, and redistribute them to the “legitimate owners” after an updated KYC procedure WLFI was never about decentralization in the first place 🔹Another reminder that the team is all-powerful and can revoke tokens at any moment
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At the moment, the $ASTER team has already bought back 55.7 million tokens over seasons 2–3 (@arkham ) 🔹0xE307F534EEc7256331C347Ad73E7A08446F1d7a7
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A few words about Wave 2 from @opensea I see many saying it was smart to participate, but it looks like most only got back around 50-70% of the fees, which is still a loss I successfully skipped it since I burned on Wave 1, and I think now those who join FOMO to push Wave 3 might fall into a trap 🟨So if there are plans to participate, wait until the last week to see the stats and do the math 🔹Honestly, I already want TGE, but it seems OpenSea doesn’t really want to launch in this market, so they’ll likely keep extracting from us for quite a while
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BlackRock has been reducing its reserves of $BTC and $ETH in recent days In just the last 3 days, they sold 12,097 $BTC ($1.11B) and 172,049 $ETH ($533M)
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So, we got announcements from @ranger_finance, but they turned out to be ambiguous (nitter.cf/ranger_finance/status/…) Personally, I can’t trust the community as much as the team does. Simply looking at this market, I don’t believe there are still real believers — only profit hunters Maybe I’m wrong. In any case, I’ll wait for the actual launch, after which it will be clear what these team decisions have led to
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Guys, don’t you want to talk about Cloudflare? You probably didn’t even notice that it went down, right? Creativity in CT is really rare
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My thoughts on the $MON sale: I will participate of course - it looks like a free x1.5–1.8 on a small size But I don't intend to hold the project 🟨I've come to the conclusion that @monad is a dead project that simply won't survive in this market, and what's happening now is just a cash grab from the audience, so my condolences to the believers
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Unfortunately, they won’t be the last (nitter.cf/DappRadar/status/19904…) 🟡Based on the information I know/heard, many projects were already having major funding problems back in the summer Most likely this market will soon be abandoned not only by young teams but also by many older projects
After seven years, it's time to say goodbye.
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It has already been 25 days since the @blockstranding ( $STRAND) sale 🟨Developers, I would really like to get information about the TGE plans, because the “SOON” label no longer matches reality, and the waiting is dragging on
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The latest @AxiomExchange update looks a bit strange. Against the backdrop of many affiliates leaving and fees decreasing, they’ve announced a collaboration with @vanishTrade, which allows trading anonymously Meaning, for every trade a new wallet is created, which then interacts with the main one. 🟨In my opinion, this is done not for user safety but to maintain their metrics
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Using $SOON as an example, we can see how VCs make money even in a market like this Here’s what happened: 🔹 All holders were flushed out by a massive dump. 🔹 Those who hedged their allocations got liquidated (SOON launched with a sale) 🔹Those who entered after those liquidations also got liquidated after another sharp move upward This pattern was impossible to predict unless you were part of the team or had inside information. Why such thoughts? Because the NFTs with a *12-month vesting* were being accumulated in huge amounts by a single group of wallets That’s how money is printed out of thin air. And for you - seeing a run like this - it’s better *not to participate*. Order books on such coins are empty, and the price can move to any number. It’s safer to skip these kinds of runs; your deposit will only benefit from that
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The market is bad, and I suggest not getting stuck on it — find something to do outside the market 🙃I’ve already found an activity for myself for the next couple of weeks
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At the moment, the $ASTER price is pleasing because it’s moving against the trend I think this is heavily influenced by the fact that most of the tokens are held by a single group of people - I explained this earlier (nitter.cf/Daz_0x/status/19832286…) We might get a pattern similar to $PUMP, with a price move to the next level, since the market maker is strongly defending these levels and keeps accumulating along with the team. The only downside is the Season 3 airdrop - no one has canceled it, but there’s still time before that (December 15) 🟨For now, I’m watching the buybacks and a few Wintermute wallets. I’ll consider a trend change if the buybacks stop or if there’s a strong dump from the market maker’s wallets (@arkham ) 🔹0xDa3246bA8584bb1D95020DbAB5d9B732E2cc4483 🔹0x02b7a59EB99793099ebd8D2AbC9659A57C1b2F42 buybacks wallet - 🔹0xE307F534EEc7256331C347Ad73E7A08446F1d7a7
Why $ASTER is doomed to repeat $BNB fate let’s discuss the flywheel already being built around the project, current narratives, on-chain data, and the project’s weaknesses and challenges 👇(1/5)
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There are upsides — next time we’ll remember that if pumps of shitcoins start on exchanges with crazy market maker manipulations and so on, those are signals that the market is already heading down
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Well, that’s just genius nitter.cf/arabebluechip/status/1…
Create a refund request form using google forms. Instead of initiating the restoration process to repay users, bridge the funds. bscscan.com/tx/0x47007858a32… bscscan.com/tx/0x34c74f7e828… Open a 30x long position on @HyperliquidX with user funds. debank.com/profile/0x3d19d38… @StablesLabs rugpulled all users, and they can't even mask the lie by doing everything on-chain
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.@BlackRock has deposited 2,610 $BTC ($250.2M) and 43,240 $ETH ($136.7M) to @coinbase in the past few hours (@arkham ) 🔹bc1qgml5907mda25dg0w48pjf6hc449fmrr5wmx6nd
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The most interesting stage is waiting for the AMA to find out what our #TGE will be like 🟦We have two possible TGE paths for @ranger_finance 1⃣ICO on Jupiter — in this case we’ll also see CEX listings 2⃣ICO on MetaDAO — in this case the launch will be fully on-chain
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