$NEAR trades at roughly 2x the market cap of $TAO.
On revenue, the gap runs the other way.
Run today's numbers yourself.
NEAR: about $2M a month in protocol revenue, mostly from Intents.
Roughly 200x run rate revenue.
TAO: subnets estimated at $70M annualized.
Roughly 40x run rate revenue.
The fair objection is real. Subnet revenue lands with subnet teams, not the base chain, and TAO still emits more than the ecosystem earns.
Even after that haircut, a 5x gap in multiples is hard to explain away.
One of these is priced on its name. The other is building a cash flow the market has not repriced yet.
🚨 WARNING: SOMETHING TERRIBLE WILL HAPPEN ON MONDAY
The stock market is crashing for a reason.
We've seen this exact crash for DECADES.
And this time won't be any different.
Late bulls will become exit liquidity once again.
Keep in mind:
I’ve spent 10+ years studying markets and calling tops and bottoms.
My next call will be posted here first.
Follow and turn on notifications.
Timothy Ellington retweeted
$BTC
While everyone expects Bitcoin to bounce off this 75,000$ support and happily cruise towards a new ATH, reality might be different.
Think about it: if Bitcoin was cruising towards a new high, would he make a nice stop at the lows?
What if indeed, we had a total flush, a nice crash back to 65,000$ before retesting the highs again?
ZEC rejected from this outcome again, infinite sellers at 1350+
will happily be wrong and lose money to flip long on that confirmation but until then im still short from 1300+ and think 800s are more likely than 1400+
not sure there's been a more crowded trade this year, specifically hitting a fever pitch this week, outside of the HYPE hundy roll (which i thought would work) and we know how that has played out
Replying to @stogolp
yeah, ill submit with a daily close above 1350 which seems likely to happen today
** IMMINENT STOCK MARKET CRASH OCTOBER 26, 2026-NOVEMBER 9, 2026 **
I am writing this message to give a detailed analysis, as to what I believe will be happening starting Monday October 26, 2026, and the main event to take place the following Monday November 2-3, 2026, with the bottom of the crash coming on November 9. I also want to explain what I believe the Federal Reserve is going to do as a means of trying to fix the crisis, and how it is going to lead to the end of the U.S dollar, bringing about a sovereign debt and currency crisis. This crisis will be the main focal point and issue that the Democratic Party is going to run on in the 26' midterms and the 28' elections, undermining the Republican Party and Donald Trump's populism, and eventually using it to try to usher in Communism, via a World Economic Forum/Black Rock policy and vision.
Timothy Ellington retweeted
If you're LONG with leverage, I've got some bad news for you.
I'm expecting Bitcoin to come back down somewhere around $70K, and a lot of positions are going to get liquidated before we head higher.
Not for one second have I been scared or bearish. We're going higher by the end of the year. It's inevitable.
Timothy Ellington retweeted
🚨 DON'T BECOME EXIT LIQUIDITY
Bitcoin's next dump will be brutal.
I already warned you that the $81K breakout would fail and $BTC would drop to $75K.
Everything is going EXACTLY as I predicted.
Bitcoin will now enter its final shakeout before the breakout.
My plan hasn't changed.
$75K → $70K → $67K → BREAKOUT
Save this chart and check it again later.
Follow me and turn on notifications. Don’t be late.
Whatever update comes next, I’ll post it here first.
Timothy Ellington retweeted
social trading is exposing how your favorite callers are using you as exit liquidity in real time
look at their PNLs.. look at their average hold times.. look at how quickly they sell after calling something
now assume two things:
cut their average hold time in half — they’re probably selling from side wallets before you even realize it
triple their average PNL — to estimate how much they’re actually extracting across all their wallets
you’re not following their trades. you’re funding their exits.
Timothy Ellington retweeted
The pump 📈 is happening exactly into the Danger Zone. (Like we said yesterday)
Now if we will be again correct like last three times , this pump will fade into those dates. Then stop and then have one more dipper drop.📉
#btc #bitcoin #altcoins
We found another discovery 🌐 for this Danger zone.⚠️ 4-8th Nov
It is now 5 codes for this timing.
If you see any rise fake today 📈 or tommorow📈 .... by our discoveries....
RUN 🏃🏃🏃
(we told you 3 oct Run, we tell you now the same)
#btc #crash #bitcoin #altcoins #elections
Timothy Ellington retweeted
Ansem reveals he's planning to go full port on $ZEC if the market dips further
“I think I'm a full port Zcash, bro”
“I've been thinking about what do I buy if the market really does nuke like this, right now I'm in the camp that ETH goes to 1800, Bitcoin goes to mid to high 60s”
“If that happens, what alts do I want to buy? I think I want to buy Zcash at like 750, if I get Zcash at 750, I think you just blind slam it, bro”
Timothy Ellington retweeted
without having any clue what's going on in macro land...
-markets dumping now and pricing in dems sweeping
-market nukes upon confirmation in the short term
-This is probably the short term local bottom but we still have some chop to sort through
-guessing crypto mirrors equities in many ways but we lead a bit (as always)
-chop for a few weeks in november and december and then we finally start moving in mid/late december to the upside



































