Lowest revenue multiple base:0x940181a94a35a4569e4529a3cdfb74e38fd98631
Replying to @AustinBarack @DefiLlama
Corrected now. It looks like the . in etherfi's name threw off our AI's query. Flagging for the LlamaAI dev for the future.
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'5x / yr there's free money on the floor'
When Democrats win the House on November 3, 2026 as my quant told me it would be a ‘9/11-type’ event for crypto. That’s the dip to buy BTC likely around
60–75K, then ride it into the next bull market.
The dip will come mid-late october
TIL @Bybit_Official discriminates fee rates among users, probably by country of registration
@benbybit
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Equity markets are moving onchain. Congrats on the milestone, @aeroxyz!
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BWENEWS: Bitget's representitive:
- wallets are under control now
- majority of the stolen funds were from hot wallets, cold wallets aren't affected
- Bitget Protection Fund able to cover the loss
方程式新闻: Bitget 代表表示:
- 钱包目前已恢复控制
- 大部分被盗资金来自热钱包,冷钱包未受影响
- Bitget 保护基金足以弥补损失。
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Here is what I think happens:
Robinhood chain probably still has some room to run - but looks way less asymmetric from here.
People foam at their unrealized Pnls but realize there is no liquidity.
Insiders hold on public wallets, but cash out via side wallets, marketing fees, and other methods to buy homes.
Ecosystem crashes and only 0.2% of wallets are profitable.
99.8% of people were better off buying real assets like $BTC and $HYPE.
Who would have thought.
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the midterms question:
bull - trump will try to regain the crypto vote via any means necessary. he will parrot the SBR. he will shill coins (mostly the tickers that Barron whispers to him, h/t @mtndrew). he will say the clarity act is a priority, and that cftc/sec will be friendly to projects. neobanks, stable infra, payment rails galore. he will pull off one final rug - the final chopper out of the chains and into his pockets.
bear - crypto holders' BATNA is a dem regime that will slaughter their coins. trump doesn't need to say anything for them to not defect. the dems are almost certainly going to win one, if not both chambers. crypto legislation will be a quagmire for the next 2y, and anything the cftc/sec enacts will simply be undone in 2029.
am still thinking thru this but wanted to blast initial impressions. the 4y cycle question is another layer of nuance on top
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Trump has raped and pillaged crypto since he won the popular vote and he said the US would "buy bitcoin" from the day he was inaugurated but congratulations on getting him to say the name of your favorite offshore perp DEX
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BREAKING: Yemen's Houthis have struck a Saudi commercial ship, Tihamah, with multiple missile in the Bab el-Mandeb Strait, killing 3 crew members, including 2 Pakistani nationals and 1 Indonesian, per Reuters.
This is the first time crew members have been killed in a Houthi strike on a ship since the Iran war started.
The ship received multiple impacts back-to-back, with a massive hole in the control tower, which is still burning.































