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A sober read on leverage , ETF outflows , custody and narrow narrative ๐
Lets dive ๐
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R1 ๐ retweeted
$MIMI
All the fees are going to their charity
With Ansems help this could be the next PVE runner for the trenches while doing something wholesome and positive
Wallet confirmation:
xitter.cf/loopify/status/2056734โฆ
R1 ๐ retweeted
If you donโt bring your people together EVERYDAY you probably wonโt create the culture you deserve.
Have you observe What's on ENA/USDT ๐
$ENAโs been chopping around $0.21โ0.22 after a solid run. Standard Chartered just put real targets on it ($0.42 by end of 2026, $1.10 in 2027, $2 by 2028) based on USDe scaling. Thatโs the kind of coverage that gets people looking closer.
3/ They cleaned up the supply side, big early investor unlock already and the monthly VC drips are gone. Protocol has done over $1B in fees so far, and theyโre expanding the collateral set (tokenized equities, etc.) plus stuff like Ethena Pay. Less pure funding-rate dependence.
Weekend frame: BTC is holding a higher-low attempt above $80k while ETH and alts are not confirming. Government coins on Prime are a custody event until they hit a hot wallet. ETF outflows and yields are the trend. Starknet,
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PYTH, and agentic finance are side bets. Selective, not broad. If $80k fails with ETFs still leaking, this morningโs dip-buyers become the next liquidation. Not advice.
What are you bullish or bearish on ๐ฅ๐ฅ
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