MBeda retweeted
🔥 UPDATE: Solana says it records $5 trillion in stablecoin volume this year, with more than two months left in the year.
Where do you expect the total to end 2026?
MBeda retweeted
$JUP's Yolo tops $10B in volume.
That took less than seven days.
Yolo offers 1,000x leverage.
The pitch names SOL, BTC and ETH.
With 1,000x on offer, I read volume as
turnover, not committed capital.
Does 1,000x leverage make this volume
a demand signal or a risk signal?
$10B in volume on Jupiter Yolo in less than 7 days!
If 250x leverage is not enough, you should try 1000x on SOL, BTC and ETH.
Just use Jupiter (Yolo)
MBeda retweeted
$UNI's v3 and v4 pools now hold $9.4M
of tokenized Tesla and SpaceX stock.
Across DeFi, $29.2M in tokenized stock
includes $9.4M on Uniswap alone.
They can back trades or enter lending.
The stronger case is market utility,
because users can put them to work.
Will traders or lenders move first?
MBeda retweeted
100% of all the $CVX that will ever exist has now been minted.
There will never be any new $CVX created and if you’re not holding any right now the only way to get it is to buy it off someone else on the open market...
And I speak for myself here but I think many other holders probably feel the same way- I’m not letting mine go for cheap 😤
(1/5) $CVX is now fully minted! 🎉
On Oct 15, the @ConvexFinance token hit its hard-coded 100M max supply (block 26,200,161).
WHAT HAPPENED
- No new CVX can ever be minted
- The final 120.8 CVX went out in a batch of reward claims
👇
MBeda retweeted
The last "significant" move on $CVX took us from $1.40 to $8+ in literally 30 days.
That move formed the current range that we have been basing out in for nearly 2 years now.
It is now time to break this range to the upside.
RSI across all timeframes is in a better position now than it was then, which means momentum this time around is likely to be even stronger now than it was then.
It's not only possible, but probable, that $CVX could be trading at $8+ within a month, especially considering how bullish $CRV looks at the moment and recognizing that we have made a separate argument that justifies outperformance from $CVX over $CRV on this next leg to the upisde.
The only major factor that could derail this timeline imo is if $BTC suffers a larger, aggressive pullback that drags the whole market down a bit with it- but even $BTC currently sits at a key support zone which reduces the likelihood of that scenario imo.
MBeda retweeted
JUST IN: Banking giant Citi says $AAVE represents one of the most important real-world use cases for tokenized finance.
MBeda retweeted
BREAKING: $13 trillion Charles Schwab has officially launched Bitcoin and Ethereum trading for eligible clients.
40 million accounts can now buy Bitcoin and Ethereum on the same platform as their stocks and bonds.
MBeda retweeted
The “2021 alt season” wasn’t the alt season you think it was.
Total 2 didn’t make new highs because that was just a mid-cycle alt run.
Like I’ve repeated, constantly, everything since the 2018 alt-season has been in the context of a mid-cycle move.
The alt season that is COMING will be the first major expansion of alts against BTC SINCE 2017/2018.
Alts like $CRV, $HBAR, etc have literally never existed in a post-cycle alt season environment (like we had in ‘17-‘18) which is why we haven’t even begun to see them at their true potential.
People are counting them out because “they never made new highs after their first cycle” without realizing their first MAIN alt season cycle HASN’T EVEN BEGUN.
Bottom line this is a chart that has all the structural signs that this boring behavior that started in 2018 just finished in its quest for equilibrium. Actually that is defined by the current 1M WP Pivot (This month).
The only remaining question is how are you going to deal with the last part of the cycle, the hardest one, the one that makes sure 99% of people STAYS out of it. Remember the darkest part is before the dawn. Make sure to protect your capital you don't want to miss the fun.
One day at a time. TOTAL/BTC
ikagi.io 🥷
The rails of the agent economy will end up concentrated in a handful of L1s...
As agents do more of the transacting, all of that economic activity has to get coordinated somewhere, and very few networks can actually carry it. So your whole job is to figure out which chains are capable of hosting the agent economy... and then just accumulate as much a possible.
MBeda retweeted
U.S. homebuyer demand just hit a record low, per Redfin.
There were just 929,000 buyers in September, versus 1.51 million sellers, a gap of about 580,000.
A record 41 of the 50 largest U.S. metros are now buyer’s markets, led by Miami, Nashville and Houston.
MBeda retweeted
If you know how quickly people
forget the dead, you will stop living to impress people.
MBeda retweeted
Yes.
And until then, the alt cycle won't be anywhere close to over.
So keep an eye on that 35% BTC dominance level because by the end of the cycle-ending alt season we will breach it.







































