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The bear market, also referred to as "bear arc," is affecting the cryptocurrency market, with many projects experiencing a contraction in market capitalization outside of Bitcoin and stablecoins. This trend is leading to a reshuffling of capital, with investors focusing on projects with strong revenue and fundamentals. Analysts are advising traders to adjust their strategies and focus on understanding this dynamic to find alpha in the market.
Social category influence cryptocurrencies #1138 finance #5221 technology brands XXXX% exchanges #1716 stocks XXXX% social networks XXXX% countries XXXX%
Social topic influence bitcoin #451, money #1705, zec #13, tulip #5, meta #2293, $10k #46, coins 1.58%, bitcoins #41, has been 1.58%, $5b XXXX%
Top accounts mentioned or mentioned by @mumsaidgetajob @avgjoescrypto @ape2616 @credib1eguy @klxyxz @dappthatass @0xcryptosam @bluepillow699 @varrockbank @ika_xbt @extropic_vc @newtypetrades @joepcxc @redvelvetzip @messaricrypto @zora @pixonchain @munchprmr @n0ty0ur0pinion @og_driann
Top assets mentioned Bitcoin (BTC) SPX6900 (SPX) Coinbase Global, Inc. (COIN) Robinhood Markets, Inc. (HOOD) Raydium (RAY) Metadium (META) Pump.fun (PUMP) Solana (SOL) Bitcoin Gold (BTG)
Top posts by engagements in the last XX hours
"These types of upgrades will be hugely beneficial to Zcash in the long run. I think Zcash network should scale throughput such that ZEC can be used more like cash which was the original intent of Bitcoin. Bitcoin can be the pristine SoV while ZEC can be cash (private & fast)"
X Link @0xTulipKing 2025-10-15T03:14Z 19.8K followers, 11.8K engagements
"You might not want to fade Vitalik's privacy project"
X Link @0xTulipKing 2025-10-08T22:20Z 19.8K followers, 59K engagements
"The murad thesis starts to break down when you say "SPX6900 is the future of money and religion" out loud to yourself. Money is a win all market right now looks like gold (again) is winning & bitcoin is competing Religion is also a win all market. keep in mind Jews Christians and Muslims all worship the same god of Abraham but he is right about the competitive pressures of crypto there will be winners -- being a winner will be incredibly hard"
X Link @0xTulipKing 2025-10-06T13:15Z 19.6K followers, 20.2K engagements
"When you try too hard to find beta you make your life harder. Beta is not always a good thing stop buying ZEC with pixie dust and RAIL on xyz chain. Just buy the real things Ill write a full piece about ZEC very soon but TLDR: private money can be the silver to Bitcoins gold. Thats a legitimately good thesis. RAIL is not beta to ZEC its a natural compliment to the privacy thesis in general. If private money like ZEC is valuable then it also makes sense a protocol for privatizing existing types of money on the chain with the most TVL is incredibly attractive. Vitalik legitimizing railgun with"
X Link @0xTulipKing 2025-10-09T19:39Z 19.8K followers, 18.8K engagements
"@Credib1eGuy @AvgJoesCrypto Are there enough real projects to induce enough demand to get volumes & fees to a point where theyre comparable to pump though"
X Link @0xTulipKing 2025-10-14T19:05Z 19.8K followers, XXX engagements
"Btw 44mil of 57mil tokens are staked on a XX day unlock so the circulating supply is XX% lower than coingecko says"
X Link @0xTulipKing 2025-10-09T01:45Z 19.8K followers, 39.4K engagements
"If ZEC is the next bitcoin theres a lot of interesting concepts to infer: X. The best strategy is to buy on a simple DCA and never sell there will be volatility in this adoption phase. Unless youre actually good at trading dont even try X. Privacy will compound in the shielded pool similar to how hash compounds across Bitcoin blocks. This compound effect is +EV it will be how ZEC beats other privacy projects over time like XMR X. I used to think it was a flaw but the ability to transact publicly is actually good social technology. Sometimes you have to be able to prove the lineage of funds 4."
X Link @0xTulipKing 2025-10-11T16:00Z 19.8K followers, 64.1K engagements
"Phantom is more likely to be the winning neobank than Robinhood Coinbase & Plasma. Price accordingly"
X Link @0xTulipKing 2025-10-06T19:58Z 19.8K followers, 37K engagements
"The highest alpha thing you can do in crypto is to take your coins off exchange set a strong self custody policy and learn how to use tornado cash//others mixers do not forget why we are here"
X Link @0xTulipKing 2025-09-27T17:22Z 19.6K followers, 10.1K engagements
"@nolongerviabl that concern is why it's priced so cheaply right now. nobody has the answer to "will people hold this thing or not" we just have to wait and see. I think the r:r is worth the wait for now though"
X Link @0xTulipKing 2025-10-15T03:07Z 19.8K followers, XXX engagements
"@bluepillow699 I am a long time fan of Monero (see attached tweet) I think it should do well over time too. I'm actively rooting for it to succeed. But my perspectives have evolved I do now think ZEC will outperform in the long run:"
X Link @0xTulipKing 2025-10-15T03:21Z 19.8K followers, XXX engagements
"The problem is that theres no normies left to onboard after 2021 and all the institutions onboarding are busy doing dumb stuff like putting money markets onchain (I literally could not care less). crypto total marketcap is up but no alt can get past the $5B mcap threshold. This is also why were seeing so many DATs. Foundations used to sell their tokens to uniformed retail newly entering the market but this time theres no new retail. So theyve misinterpreted the mandate of microstrategy and think the traditional market wants exposure to their coins too. Maybe they do for now but that wont"
X Link @0xTulipKing 2025-10-06T01:16Z 19.6K followers, 25.4K engagements
"Im at XX% right now"
X Link @0xTulipKing 2025-10-12T17:33Z 19.8K followers, 19.4K engagements
"I think what's more interesting than neobanks is what comes after. What does it look like for somebody to be able to spend $X Billion dollars completely unencumbered What new types of products and services do the crypto bros want -- who's building an investable business/token offering these services I think @watchking69 is a sign of what's to come. Imagine service providers like him specializing in procuring goods & services at the speed of crypto for UHNW individuals"
X Link @0xTulipKing 2025-10-15T15:21Z 19.8K followers, 8483 engagements
"@Credib1eGuy @jon_charb @AvgJoesCrypto If futarchy solves the historical challenges of DAO governance then I think you both could be right. But how long would projects be willing to pay rent to metadao before this service is commoditized like everything else"
X Link @0xTulipKing 2025-10-14T19:40Z 19.8K followers, XXX engagements
"@ape2616 I like that framing I think churning the holder base here is important to setting a base for the next price levels"
X Link @0xTulipKing 2025-10-14T21:54Z 19.8K followers, XXX engagements
"Is Pump AMM a threat to Raydium * short-term: it's definitely gonna do some damage. The market is repricing Raydium accordingly. * medium-term: It depends if the pump AMM can start to siphon volume away from mature pairs like USDT/USDC SOL/USDC cbBTC/USDC etc. This is still where a majority of Raydium volume actually comes from. Memecoins are important but over exaggerated. * long-term: maybe we'll see some real innovation in Solana DEXes like CLOBs Concentrated Liquidity or Hooks. Those products & integrations have more moats than classic x*y=k AMM curves"
X Link @0xTulipKing 2025-02-24T15:00Z 19.6K followers, 28.5K engagements
"@0xkyle__ The market invalidated me gotta know when you're wrong🫡"
X Link @0xTulipKing 2025-10-07T12:15Z 19.6K followers, XXX engagements
"@Joepcxc Bitcoin & Zcash everything else is just a trade for now"
X Link @0xTulipKing 2025-10-14T00:45Z 19.8K followers, XXX engagements
"Is ZEC strong because were in a privacy meta Or is ZEC strong bc it has a claim to be money and thats been the meta in crypto this whole time In one framework you want to get long projects like Railroad. In another framework you want to lock in some Bitcoin and ZCash denominated gains while you look patiently for whats next. I dont know the answer but Im leaning towards the second"
X Link @0xTulipKing 2025-10-11T16:24Z 19.8K followers, 14.3K engagements
"Still learning how to manage a now somewhat relevant account: I think I fell into the classic trap of over-posting. I thought now that more people are interested in my thoughts I should be tweeting more about more topics at a higher frequency. Unfortunately thats not really how I think I found this success in the first place. My assessment is that my account stands out as one of the higher signal:noise ratio accounts with unique theses and perspectives. Most importantly I think my content has historically had a high level of reasoning behind it thats quite rare on crypto twitter. My thoughts"
X Link @0xTulipKing 2025-10-13T00:07Z 19.8K followers, 25K engagements
"Applying the Murad framework to ZEC: X. Coin has a Cult-like Community:✅ Yes the privacy bros are cultish. X. Coin New to this Cycle:🟨 I think ZEC is new to the scene for many given its lack of relevance since 2017. X. Coin represents a New Category / New Theme:✅ The privacy meta is here and it's here to stay. Consider the threshold effect of money. When Bitcoin was $10k we were all so collectively poor that privacy didn't matter. Now that Bitcoin is $100k+ we're all so collectively rich that privacy matters a lot. Expect this to only accelerate as crypto wealth in aggregate keeps growing."
X Link @0xTulipKing 2025-10-15T02:38Z 19.8K followers, 15.6K engagements
"I hung around on bullpen bc it's actually a good product and kept trading my original $10k deposit from Ansem's trading competition. I'm now #2 on the leaderboard lmao"
X Link @0xTulipKing 2025-09-26T19:28Z 19.8K followers, 57.1K engagements
"$5B mcap $14B FDV on $700m annual fees actually sounds really good in the current narratives"
X Link @0xTulipKing 2025-10-01T16:45Z 19.7K followers, 28.5K engagements
"Gut says crypto is the most resilient financial infrastructure in the world"
X Link @0xTulipKing 2025-10-10T23:23Z 19.8K followers, 4987 engagements
"@mumsaidgetajob @Obduro_ I don't know of any good way to get long term exposure to micropayments but buying a $10B mcap network with $6B worth of hanging supply is probably not wise. For a narrative like this you should be looking for a sub $50mil gem (lemme know if you find it)"
X Link @0xTulipKing 2025-10-15T16:48Z 19.8K followers, XX engagements
"Calling ZEC "2014 Bitcoin" is very meaningful. It means that ZEC absolutely is not money. but it could become money. Don't forget in 2014 when Bitcoin was trading under $1000 -- it was priced fairly given the unlikeliness of survival that's where I see ZEC today. If it was certain ZEC could be the silver to Bitcoin's gold it'd already be trading far above $1000. What you're buying here is optionality on that outcome imo r:r looks good. NFA"
X Link @0xTulipKing 2025-10-15T02:19Z 19.8K followers, 16.7K engagements
"The Railgun Thesis: the EVM privacy coin Vitalik is building Kahoku an SDK for implementing privacy features in EVM wallets. The project has serious partners like Metamask & OKX Wallet. The SDK natively integrates with Railgun one of Vitaliks favorite privacy projects. Railgun takes a .25% fee on TVL in and out of their privacy pools. RAIL has good tokenomics: XX% of the supply is staked on a XX day lockup meaning the practical circulating supply is far lower than stated on sources like Coingecko. Privacy is a 1000x opportunity in crypto ZECs ascendency is positive proof of the bid for"
X Link @0xTulipKing 2025-10-09T14:01Z 19.8K followers, 97.7K engagements
"Humble reminder that more important than making money is surviving. Theres at least a 1000x still go across the board in crypto. Take your trades to grow your share of the emergent digital economy when you have an edge but above all else survive"
X Link @0xTulipKing 2025-10-10T23:30Z 19.8K followers, 8430 engagements
"Out of curiosity do you get requests now for good & services beyond watches Whats the most interesting one you can share Not something crazy like I want a tiger moreso something interesting like can you help me buy property in XYZ with crypto or I need this very specific service"
X Link @0xTulipKing 2025-10-15T15:56Z 19.8K followers, XXX engagements
"update: $1.4B mcap $165mil 30d annualized revenue. still a very important project on a very important chain"
X Link @0xTulipKing 2025-10-07T12:01Z 19.6K followers, 10.5K engagements
"A new reason to be bullish on Aster XPL & PUMP is how much people hate the current top coins in crypto especially coins #20-#50. The core of crypto twitter doesn't identify with most of these in any meaningful way. CT's new mission in life should be to make the markets ourselves and to get our champions into the top #20 coins"
X Link @0xTulipKing 2025-09-26T19:55Z 19.6K followers, 18.7K engagements
"This should tell you that people want to sell. Ansem didnt really kill the trade but historically selling into Ansem pumps has been a reliable way to exit trades. the marginal propensity seems to be selling (bearish)"
X Link @0xTulipKing 2025-10-14T18:50Z 19.8K followers, 10.7K engagements
"update still trading on bullpen bc I like the product & am now #1 using just my starting $10k bag from Ansem's trading comp. this'll go away once they update the leaderboard but I'm gonna soak up this time in the sun while it lasts"
X Link @0xTulipKing 2025-10-02T01:47Z 19.8K followers, 50.9K engagements
"Is the appchain thesis right: Hyperliquid & Zcash are the two breakout projects of the cycle imo"
X Link @0xTulipKing 2025-10-14T19:24Z 19.8K followers, 10.6K engagements
"@Credib1eGuy The best bitcoin traders are those who bought then literally forgot about it. Now that Ive packed my bag Im considering muting all zec related content from my feed and memory holeing this until like 2035"
X Link @0xTulipKing 2025-10-12T21:13Z 19.7K followers, 2893 engagements
"The orange fox isn't making enough money at best the points program will revive revenues at worst it'll be a fun exit for insiders (I'm probably a seller either way) The purple ghost makes too much money to launch a token I respect their position (I wish I could be a buyer) The Lion has the best business in crypto their token has been live since 2017 (Let me CTO this thing & run it to $20B)"
X Link @0xTulipKing 2025-10-05T01:49Z 19.6K followers, 12.8K engagements
"Update: bought more BTC & ZEC. Will evaluate alts for entrys but Ive done well enough this cycle to keep playing defense"
X Link @0xTulipKing 2025-10-11T16:05Z 19.8K followers, 2080 engagements
"somebody send this message to the pumpfun trencher telegrams for me please"
X Link @0xTulipKing 2025-10-06T17:13Z 19.8K followers, 4875 engagements
"Its kinda crazy the TradFi guys have to wait for Monday for this stuff to be marked to market again 24/7 is bad for mental health but good for efficiency"
X Link @0xTulipKing 2025-10-11T16:31Z 19.8K followers, 4395 engagements
"Trying to divine some wisdom aligning zcash to bitcoin ancient charts say we can juice more out of the move. But to go higher we'd run out of parallels to bitcoin's price history. That's fine since the market is very different to the 2013/14 Bitcoin market but you're gonna have to build your own conviction in this thing"
X Link @0xTulipKing 2025-10-14T21:12Z 19.8K followers, 5967 engagements
"Solana trenches are reviving. Instead of memecoins it's microapps. That's actually a really good +EV change. ofc it's all happening on pumpdotfun too"
X Link @0xTulipKing 2025-10-06T16:47Z 19.7K followers, 21.4K engagements
"weekly log(ZEC) actually says $3k+"
X Link @0xTulipKing 2025-10-15T02:45Z 19.8K followers, 17.3K engagements
"@russian_acai Appchain maxis would call Bitcoin an appchain. Is privacy not a valid application"
X Link @0xTulipKing 2025-10-14T20:03Z 19.8K followers, XXX engagements
"I'm not convinced this is much of a top signal. Retail is typically the exit liquidity of institutions while institutions are typically the exit liquidity of sovereigns. So long as central banks keep diversifying reserves out of dollars and into gold I doubt retail buy/sell pressure is relevant in any way"
X Link @0xTulipKing 2025-10-15T16:28Z 19.8K followers, 12.9K engagements
"@jayhinz privacy is the application of the zcash network"
X Link @0xTulipKing 2025-10-15T02:46Z 19.8K followers, XXX engagements
"Ansem tweet sends coin higher - bull market Ansem tweet sends coin lower - market"
X Link @0xTulipKing 2025-10-14T20:11Z 19.8K followers, 5339 engagements
"Here's the neobank thesis"
X Link @0xTulipKing 2025-10-15T03:34Z 19.8K followers, 13.7K engagements
"@Sc0ttTheRobot Genuine question if Bitcoin hits $1mil what impact do you think that has on society Does it look similar have things radically changed etc"
X Link @0xTulipKing 2025-10-14T00:44Z 19.8K followers, XXX engagements
"I also think there's a real inflection point. When Bitcoin is $10k private bitcoin doesn't really matter. When Bitcoin is $100k+ private bitcoin now matters. Essentially digital wealth had to cross some threshold for this to matter -- now that we've crossed the threshold it matters a lot"
X Link @0xTulipKing 2025-10-13T15:21Z 19.7K followers, XXX engagements
"in 2021 we had: * rates rip down to X while FED simultaneously started buying literal junk corporate bonds on the open market * then we locked everybody up so they could stare at their phones (crypto twitter) all day * then we airdropped them free money in 2025 Trump fires Lisa Cook indicating he's going to pressure FED to drop rates. and the market goes down. If you run the 2021 playbook in 2025 you're going to get cooked"
X Link @0xTulipKing 2025-08-29T15:55Z 19.8K followers, 7373 engagements
"If my tweets persona etc hasnt made it clear. Most of these tokens are tulips. The one thing Ive gotten right since the AI Agent meta has been consistently taking profits into Bitcoin. If the market dies Monday Im ready to walk away until the next bull. If the market continues great. Find the anchor to your portfolio and stay safe please. Remember its all just trades and Bitcoin is the truth"
X Link @0xTulipKing 2025-10-12T02:29Z 19.8K followers, 9504 engagements
"Gut says future Hype airdrops will actually be bullish for Hypurr's because they can sponge up the new supply. This is what NFTs are best at -- absorbing excess liquidity in tokens that still have a net long bias. We could easily see: hypurr floor up & Hype price up at the same time"
X Link @0xTulipKing 2025-10-01T15:08Z 19.8K followers, 15.2K engagements
"@cooper_kunz what makes hyperliquid an anomaly i think zcash is mistakenly being grouped in the privacy narrative when it might actually just be money zora is a good counter example"
X Link @0xTulipKing 2025-10-14T20:05Z 19.8K followers, XXX engagements
"@Kev_nRobbins apps will want to own their own chains instead of deploying on existing chains and paying fees for "rent""
X Link @0xTulipKing 2025-10-15T02:47Z 19.8K followers, XX engagements
"The boomers got the opportunity to buy stocks at the pico bottom bless them. The zoomers are getting the opportunity to buy the next forms of money (Bitcoin Gold & Zcash). -- you can make the argument we've actually drawn the better hand"
X Link @0xTulipKing 2025-10-15T16:29Z 19.8K followers, 6164 engagements
"We're at the point in the cycle where I'm doing more harm than good to myself using perps. tweeting this as a reminder to myself to stick to spot from here on out. Even with good ideas my lack of patience has me buying too late & selling too early. I'm in the right trades but poor execution has me turning great trades into good trades & minor chop"
X Link @0xTulipKing 2025-10-07T16:53Z 19.7K followers, 9631 engagements
"Its best to buy the coins that have a mandate from heaven"
X Link @0xTulipKing 2025-10-11T16:45Z 19.8K followers, 8849 engagements
"The BNB bull case is that you idiots bridged more than X billion united states dollarinos to a "neo banking chain" yielding XX% when you can get more than that just by holding a cute lil token called PancakeSwap for a day. X. there are no neobanking chains just learn how to use a wallet X. only $500mil has bridged to BNB in the last 30days"
X Link @0xTulipKing 2025-10-07T12:08Z 19.8K followers, 13.1K engagements
"Everybody is afraid to acknowledge that Bitcoin is inherently political. If you hold it youre a dissident you just dont realize it yet"
X Link @0xTulipKing 2025-10-14T00:39Z 19.8K followers, 8424 engagements
"Heads up liquidity cascades like this have a tendency to reset narratives. Check your priors and look for strength on the bounce back"
X Link @0xTulipKing 2025-10-10T21:48Z 19.8K followers, 19.5K engagements
"@ika_xbt @HyperliquidX XAUT on spot it's tether gold & what I use"
X Link @0xTulipKing 2025-10-15T15:22Z 19.8K followers, XXX engagements
"Update: reallocating into stables for now idk how to read the charts here"
X Link @0xTulipKing 2025-10-11T04:07Z 19.8K followers, 3584 engagements