
Crypto Chart Analyst 📈| $AKT & DePIN Alpha | Daily Charts + Dip Calls | 9+ Years Trading | Not Financial Advice | MEXC Partner → mexc-3WJaN | DM for collabs
Crypto warzone ♟️
Joined May 2022
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Crypto🧊house retweeted
Real Revenue, But You Have to Lock for the Claim
ethereum:0xd533a949740bb3306d119cc777fa900ba034cd52 (Curve) is a major stablecoin AMM and the underlying revenue engine behind much of Convex’s yield. It generated roughly $3.9M in fees over 30 days, with ~$1.83M attributed to holders. That’s meaningful value capture by #DeFi standards. The catch? The benefits primarily go to veCRV lockers, while spot CRV is not the same as owning a revenue stream.
Key points:
~$3.9M in fees over 30 days.
~$1.83M in reported holder revenue.
~$313M in cumulative holder revenue.
Nearly all recent holder revenue came from Ethereum.
veCRV lockers receive a share of protocol fees, plus bribes and a crvUSD revenue share.
~$580M MC and ~$1.11B FDV.
Tokenomics:
CRV’s value proposition is built around locking. veCRV holders receive roughly 90% of the protocol’s share of pool fees, alongside bribes and a share of crvUSD revenue. But spot CRV does not automatically give you those benefits.
The latest $1.83M monthly holder-revenue figure annualizes to roughly $22M if sustained. However, emissions must be checked against that revenue before treating the locking yield as attractive. If token incentives outweigh the economic value received, the apparent yield may be less compelling than it looks.
LlamaLend V2 revenue is excluded from the holder-revenue line, so not every Curve product directly benefits CRV holders.
Bull case:
Curve remains important infrastructure for stablecoin swaps, with established liquidity, integrations, and a mature gauge system. If stablecoin trading grows and crvUSD adds meaningful revenue, veCRV lockers could continue earning attractive returns. Curve also remains the upstream source of much of Convex’s economics.
Bear case:
Stablecoin volume stagnates or shifts to competing AMMs. CRV emissions dilute holders’ economics, and the protocol’s mature market limits growth. Even if Curve remains operationally important, that does not guarantee strong returns for CRV buyers — especially those who do not lock.
Verdict: Worth watching for its real revenue and its role in the Convex ecosystem, but don’t confuse spot CRV with a claim on cash flow. The key questions are whether emissions are lower than the value distributed to lockers and whether stablecoin volume can grow. Verify both before committing.
Overall rating: 5/10 for the veCRV revenue claim 👍
Would you rather lock CRV for a share of real protocol revenue, or buy spot CRV and hope the market eventually rewards the ticker ?👇
Crypto🧊house retweeted
A Leader in Tokenized Assets, but the Token Captures None of the Value
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 is a major player in tokenized Treasuries and tokenized stocks, with billions in assets and real institutional distribution. The business is growing, but the big problem is simple: ONDO holders currently receive none of the protocol revenue. You may be buying the governance token of a successful business without owning its economics.
Key points:
• ~$3.5B in issued tokenized real-world assets in a cited September 2026 ranking.
• Roughly $1B+ in tokenized equities.
• ~$58M in annualized product fees, but only ~$12M in protocol revenue.
• Current fee switch sends $0 directly to ONDO holders.
• The product may succeed even if the token underperforms.
Tokenomics:
ONDO has a maximum supply of 10B tokens, with circulating-supply of 4.86B. Ecosystem incentives and future supply releases create dilution risk.
There is no native consensus staking mechanism, and the token’s primary role is governance. The critical issue is value capture: the business generates revenue, but that revenue does not currently flow to ONDO holders.
A fee switch could change the investment case, but until one is implemented, investors are paying billions for a token with no direct claim on the underlying business’s cash flow.
Bull case:
Ondo becomes one of the dominant platforms for tokenized Treasuries and equities. Assets under management expand, distribution strengthens, and governance eventually introduces a fee mechanism that benefits ONDO holders. The combination of RWA growth and improved token economics could drive a meaningful re-rating.
Bear case:
Ondo’s products continue growing while ONDO captures none of the financial upside. Ecosystem allocations add selling pressure, regulatory restrictions limit access to tokenized stocks, and investors eventually realize that owning the governance token is not the same as owning the business.
Verdict: Ondo may be a leader in tokenized real-world assets, but ONDO is not a direct claim on its products or revenue.
Overall rating: 7/10 👍 for the business; 1/10 for ONDO’s current value capture.
Would you rather own the token of a growing #RWA business that pays holders nothing, or wait until the revenue actually reaches the token ?👇
Crypto🧊house retweeted
What is your price target for $AKT in the coming bull run ?
If different from the poll, comment it 👇
44%$9
22%$15
15%$30
19%$100
27 votes • Final results Crypto🧊house retweeted
$AKT has been building for years. It's aiming at a problem that will only grow over time: compute demand.
In the coming years, AKT will be one of the top providers in this industry if they play their cards right 🃏
Either bet against them or bet they will succeed. Just make sure you place your bets, because it will move big !
Crypto🧊house retweeted
Everyone is talking about the #AI bubble 🫧
But no one says why it will pop or knows why at all.
Two things will cause the bubble to burst, and it’s not a matter of if but when !
1) When investors realise they burnt their money and there is no return.
2) When the grid fails and not enough energy gets delivered.
Trust me, both will happen in due time.
Save this post and come back when it happens !
Crypto🧊house retweeted
I have never recommended anyone to use any prop firm, in fact I have always voted against using them. Till now, Propr has changed the game and I can vouch it’s fair !
Deep Dive on Propr @ProprXYZ
Propr is an early-2026-launched onchain prop firm by Lou Régis (@louisregis , ex-Credit Suisse/Rothschild, XBorg CEO).
It lets skilled traders access funded capital ($5k–$100k accounts, up to $300k aggregate) to trade Hyperliquid perps (crypto/equities/commodities/forex) + upcoming Polymarket predictions/memecoins.
Key edge:
Full onchain model—trades settle transparently, payouts instant in verifiable USDC. Open-sources A/B booking classifier (github com/XBorgLabs/ab-booking). No time limits, no consistency rules, no min trading days.
80/20 profit split (trader keeps 80%). One-time eval fees only; strict anti-abuse rules (no cross-account hedging, collusion, etc.).
KYC for funded/payouts; restricted in US/Russia + sanctioned countries.
Process:
Buy eval → hit profit target (e.g. 9-10% 1-step or 5%+10% 2-step) within drawdown (3-8%, static/trailing) → KYC → funded. On-demand payouts (min $20, close positions first). Public dashboard shows real-time revenue ($242k total / $148k last 30 days), trader stats. 1,000+ AI agents active.
Business:
Eval fees + 20% of profits (or B-book internalization). Raised $1.5M seed at $17.5M FDV (SwissBorg-backed). $PROPR token TGE Aug 2026 (full unlock). Licensing tech stack to others. Strong transparency focus addresses traditional prop firm trust issues.
Risks:
Eval fee loss on breach (standard). Partial opacity on exact A-book thresholds. Counterparty risk on B-book. High-leverage trading. Geo/KYC limits.
Traction:
Fast ramp, positive Trustpilot (~4.4/5), dev-friendly API, active founder/community. Innovative but early-stage in onchain prop category.
Overall I recommend Propr to every trader, they are different to other prop firms. If you are actually a discipline/ good trader then you can benefit a-lot from propr, specially if your capital is small !
Also they have a point system, which I recommend you guys to check it out👇
Basically with every $1 purchase you earn 10 point and 20% of the referees challenge spend points.
Revenue:
10% of Propr revenue will buy $HYPE weekly and be distributed to top point holders.
40% of Propr revenue funds the PROPR TGE buyback fund.
If you want access use my referral: app.propr.xyz/r/Cryptoicehou…
Crypto🧊house retweeted
$AKT has been building nonstop.
Here is a few things to be excited about:
AKT processed over 7 billion tokens yesterday, a new ATH and has been consistently processing over 5 billion tokens everyday on an average.
Another proof point that Inference on decentralized compute is working great at scale.
Akash mainnet upgrade (18) 👇
→ Oracle v2, replacing block-height references with wall-clock timestamps for staleness detection, TWAP, and price queries.
→ Resource Reclamation (AEP-82), giving providers a negotiated grace period before lease termination instead of immediate closure.
→ Market Order Close Event fix, ensuring EventOrderClosed fires when a deployment closes while its order is still open.
So far the BME has burnt over 270K akt 👀
Crypto🧊house retweeted
arweave:native (Arweave) a permanent‑storage Layer‑1 with real petabyte‑scale data, fixed supply, and a “pay‑once, store‑forever” model, trading at ~$155M MC. One of the most proven and differentiated storage #DePIN
Key points:
• Permanent data storage via Blockweave + Proof‑of‑Access
• Pay‑once model backed by an endowment fund
• Petabytes of immutable data stored (NFTs, AI datasets, archives)
• AO compute layer expanding on‑chain app capabilities
• Strong moat in permanent decentralized storage vs rental‑based networks
• Multi‑year uptime + mature tooling/gateways
Tokenomics:
66M capped supply, high circulation, minimal FDV/MC gap. Utility = one‑time storage fees, endowment mechanics, governance. No high inflation; demand‑driven value accrual. One of the most sustainable token models in storage DePIN.
Bull case:
If AI dataset permanence and Web3 archival demand surge, Arweave could become the default immutable data layer with strong AR burn/usage dynamics and long‑term compounding.
Bear case:
Rental models dominate active storage, retrieval costs limit some use cases, or adoption slows. Still stronger downside protection than inflationary networks due to fixed supply + endowment.
Verdict:
Strong Candidate. Battle‑tested permanence, real data volume, fixed supply, and a clear niche. Less explosive than micro‑caps, but far higher conviction and long‑term sustainability.
Over all I give it a 8/10 👀
Join #MEXC with this referral code 👉 mexc-3WJaN to receive special rewards when you buy your AR bag 💼
Crypto🧊house retweeted
Aethir $ATH one of the cleanest, most real DePIN businesses in #crypto , yet still sitting at just ~$115M MC.
Key points:
• Decentralized enterprise‑grade GPU cloud
• 430k+ GPU containers across 94 countries
• 977M+ compute hours delivered
• 150+ paying enterprise clients (AI, gaming, enterprise workloads)
• $140M+ ARR — sector‑leading revenue in DePIN
• 50–70% cheaper than AWS/Azure with global coverage
• Fully live, production‑grade infra — not a testnet, not vaporware
Tokenomics:
42B supply, ~46% circulating. DAT mechanism recycles real GPU rental revenue into ATH buybacks + staking — a demand‑driven, deflationary flywheel. One of the strongest token models in DePIN.
Bull case:
If Aethir captures meaningful share of decentralized AI compute, revenue + DAT buybacks + sector re‑rating could send it into multi‑billion territory. A 100x (~$11–12B) is aggressive but not insane for a category leader with real ARR.
Bear case:
AI capex slowdown, competition, or execution missteps could cap upside. But unlike most DePINs, revenue provides a real floor.
Verdict:
Highest‑conviction DePIN I have found so far. Real business, real revenue, real clients, real usage — wrapped in a token still priced like a micro‑cap. Watch ARR and DAT activity; this one stands out.
Over all I’d give it a 9/10 👀
ethereum:0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b is the most promising out of the 311 projects I have scanned in the past month for sure.
The market cap is higher than I’d like but still has extremely high potential due to great management.
It’s an easy 40x to 100x depending on how much hype it can attract !
Crypto🧊house retweeted
If you are building anything related to #AI regardless of whether you are a fan of #Crypto or not, you should definitely consider building it on $AKT I encourage every developer to think carefully about this option and do deep research on @akashnet before making any decisions 🤝
Trust me, when you are done with your research, you will see why akash is your best option !
Crypto🧊house retweeted
$SUPRA a micro‑cap L1 (~$9M MC) aiming to be the “AI‑agent + autonomous DeFi” chain through full vertical integration.
Key points:
• L1 with native oracles, cross‑chain messaging, randomness, automation (“AutoFi”)
• MultiVM (EVM + MoveVM; SolanaVM coming)
• SupraOS just launched (self‑hosted AI agents w/ on-chain rules)
• Sub‑second finality, 500k+ TPS claims, formally verified oracles
• Strong team + real VCs (Animoca, Coinbase Ventures, Hashkey)
• Mainnet live, some ecosystem TVL, but adoption still early
• Tokenomics: huge total supply, partial circulation, long-term vesting
• Big narrative fit (AI + autonomous finance), but must prove real usage
Bull case:
If SupraOS drives agent adoption and devs embrace the all‑in‑one stack, a ~$9M MC L1 with strong backers has asymmetric upside. A 100x only puts it near ~$900M — not crazy for a successful infra chain.
Bear case:
Low traction, massive supply, and brutal L1 competition could keep it stuck in micro‑cap territory. Needs real TVL, real agents, real usage.
Verdict:
One of the more legit micro‑cap L1s — doxxed team, real tech, real funding — but still unproven. High‑risk/high‑reward watchlist play. Next 3–6 months of SupraOS adoption will decide its trajectory.
Over all I’d give it a 5/10 🤝
Crypto🧊house retweeted
$AKT isn’t “just another crypto” It’s the decentralized cloud eating Web2’s lunch, quietly turning unused compute into an open supercloud.
The crazy part ?
It once hit $8.08 and now trades under $0.50 — while demand for AI compute is exploding.
If the market wakes up to what decentralized compute actually enables, AKT won’t stay this cheap for long.
AI needs compute. Cloud is overpriced. Akash is the pressure valve.
Bookmark this !
Crypto🧊house retweeted
44 cent per $AKT is a great buying opportunity !
Crypto🧊house retweeted
Most people don’t understand the BME and how this will actually affect $AKT value in the long run.
Most people think this will happen overnight or it’s just fake burning. Both are wrong !
The more people use AKT as their go-to for computing, the more tokens get burned. This is one of the best and most unique burning mechanisms in all of crypto, in my opinion. Why ?
Because the burn increases as demand grows for AKT and its services. If you are a true believer in an AI future, you’d be dumb not to invest in AKT !
The future of AI is dependent on computing power and Akash is one of the best and secure choices out there.
Crypto🧊house retweeted
This is my outlook for $AKT for the next couple of months:
We have tapped the demand zone between $0.22 and $0.25, which I don’t believe is the end of it. There are many orders left there still, which I believe could get taken out. (Great buying opportunity)
After mitigation is complete, AKT will take off. In other words, I believe the demand zone between 22 cents and 25 cents is the bottom for akt 👀













