@TraderWorst Patrick
Patrick posts on X about crypto, token, solana, defi the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -26%
- [--] Year [------] +2,844%
Mentions: [--] #
- [--] Week [---] +41%
- [--] Year [---] +1,558%
Followers: [---] #
- [--] Week [---] +9%
- [--] Year [---] +14%
CreatorRank: [---------] #
Social Influence
Social category influence finance 40.74% cryptocurrencies 35.19% stocks 16.67% technology brands 9.26% exchanges 7.41% financial services #1003 nfts 0.62% events 0.62%
Social topic influence crypto #6139, token #2535, solana #4613, defi #1670, market cap #955, bullish #3530, sui #563, chainlink #165, coinbase #1214, blackrock #363
Top accounts mentioned or mentioned by @cointelegraph @aptos @jairedx @polkadot @aptoslabs @suinetwork @coinmarketcap @jacknapierb @billlaboon @decibeltrade @coinbureau @gavofyork @blockchaincpax @ethena @ashdavidsonuk @rhunaio @aptoscollective @circle @injective @desyobs
Top assets mentioned Solana (SOL) Chainlink (LINK) Coinbase Global Inc. (COIN) BlackRock Inc (BLK) Telcoin (TEL) Ethereum (ETH) USDC (USDC) zerebro (ZEREBRO) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"🧵 THREAD: TokenFi ($TOKEN) Deep Dive The no-code platform trying to capture the $16T tokenization market Is it undervalued or a trap Let's break it down 👇"
X Link 2026-02-02T08:01Z [---] followers, [---] engagements
"🐧 PUDGY PENGUINS ($PENGU) - Full Analysis Thread From NFT collection to $750M+ ecosystem with toys in [----] Walmart stores. Is this the most successful NFT brand pivot ever Let's dive in 🧵👇"
X Link 2026-02-03T09:12Z [---] followers, [---] engagements
"📊 TOKENOMICS BREAKDOWN Supply: 88.88B (fixed) Circulating: 63B (70%) Price: $0.01 MC: $700M FDV: $890M ATH: $0.046 (Jan 2025) Currently: -76% from ATH ⚠ 29% still locked with monthly unlocks through 2028"
X Link 2026-02-03T09:12Z [---] followers, [--] engagements
"🧵 DEEP DIVE: Nomina ($NOM) The unified trading terminal for on-chain perpetual DEXs 📊 Backed by Pantera Coinbase Ventures & Jump Here's what you need to know 👇"
X Link 2026-02-04T05:03Z [---] followers, [---] engagements
"🧵 DEEP DIVE: $ZEREBRO Once an $800M AI agent darling now down 98%. What happened to Zerebro and why does it matter for AI crypto 👇"
X Link 2026-02-05T08:08Z [---] followers, [---] engagements
"🔧 TOKEN UTILITY What can you actually do with $ZEREBRO Generate AI art (30 tokens/image) Access chatbot (need NFT) Ecosystem transactions Governance (unclear structure) Real utility Minimal. Mostly speculation"
X Link 2026-02-05T08:08Z [---] followers, [--] engagements
"📈 WHAT MADE IT POPULAR ZerePy: Open-source AI agent framework Cross-chain: Solana + Polygon + BTC Collabs: ai16z partnership Music releases on Spotify The AI x meme narrative was 🔥 in late 2024"
X Link 2026-02-05T08:08Z [---] followers, [--] engagements
"⚠ MAJOR RISKS Founder staged fake suicide in May [----] $1.4M+ in tokens dumped during scandal Legal investigation ongoing Social accounts suspended Leadership unclear Trust = completely destroyed"
X Link 2026-02-05T08:08Z [---] followers, [--] engagements
"✅ POTENTIAL OPPORTUNITIES Extremely oversold conditions ZerePy framework has real utility No token unlocks ahead Could pump with BTC rallies BUT: Only if you can stomach extreme risk"
X Link 2026-02-05T08:08Z [---] followers, [--] engagements
"🧵 $MOMO Deep Dive Thread The "First Female Shiba" on Solana - ethical memecoin or just another dog coin Let's break it down 🔽"
X Link 2026-02-05T09:46Z [---] followers, [--] engagements
"AVAX at $8 with BlackRock FIFA and VanEck building on it. Meanwhile CT is busy debating which dog coin to buy. Here's why Avalanche might be crypto's most mispriced asset 🧵"
X Link 2026-02-06T09:29Z [---] followers, [---] engagements
"March [--] [----] mark it. DOT's first "halving." Annual issuance drops from 120M to 57M tokens. Supply capped at 2.1B forever. Currently 1.66B circulating. Bitcoin halving playbook meets Polkadot. The scarcity narrative hasn't been priced in yet"
X Link 2026-02-07T09:23Z [---] followers, [---] engagements
"Why now Polkadot just became Ethereum-compatible. Deploy Solidity dApps with Hardhat/Foundry directly on Polkadot Hub. No rewrites. Block times slashed from 6s to 2s. Heading to 500ms in [----]. [------] TPS demonstrated on Kusama. Capacity: 1M TPS"
X Link 2026-02-07T09:23Z [---] followers, [---] engagements
"What DOT does better than competitors: Shared security across [---] parachains. No fragile bridges. More weekly devs (800) than Cosmos + Avalanche combined. On-chain governance that just posted its first treasury profit ever"
X Link 2026-02-07T09:23Z [---] followers, [---] engagements
"The risks keeping it real: TVL is only $400M vs billions on competitors "Dead chain" narrative is persistent and damaging JAM mainnet is 2027-2028 not [----] BTC dominance at 59% crushing all altcoins"
X Link 2026-02-07T09:23Z [---] followers, [---] engagements
"My verdict: Cautiously bullish. Medium-low confidence. DOT is a contrarian asymmetric bet. Bull: $8-12 (ETF + halving + adoption) Base: $2.50-5.00 (slow grind) Bear: sub-$1.50 (adoption fails)"
X Link 2026-02-07T09:23Z [---] followers, [---] engagements
"The one thing I'm watching to confirm or kill this thesis: Polkadot Hub smart contract TVL. Needs to cross $100M within [--] months. If builders don't come after Solidity support game over. March [--] halving is the narrative catalyst. TVL is the fundamental one"
X Link 2026-02-07T09:23Z [---] followers, [--] engagements
"@realjamescarner White House crypto meetings = regulatory clarity signal. Ripple won the SEC case XRP now used by banks for settlements. This meeting likely focuses on stablecoin framework & CBDC strategy. Watch for: banking integration standards custody guidelines tax clarity"
X Link 2026-02-07T10:33Z [---] followers, [--] engagements
"@CoinMarketCap JPM's $266K target assumes BTC/gold volatility ratio at [---]. Reality: BTC crashed 40% while gold rallied 70%. The thesis requires future stabilitynot current state. Interesting math questionable timing. Ratio needs to prove itself first"
X Link 2026-02-07T12:24Z [---] followers, [---] engagements
"@rektonomist_ Polymarket hit 38.4M visits vs Robinhood's 40.9M in January. The PMF is real. Key metric: Does volume sustain post-election cycle Q1 [----] trading volume down 60% from November peak. Category has legs retention decides winners"
X Link 2026-02-07T14:26Z [---] followers, [--] engagements
"@Cointelegraph Treasury backing for CLARITY Act shifts the narrative from 'if' to 'when'. Stablecoin framework = institutional DeFi rails. Banks feared the $6.6T deposit shiftnow they're negotiating terms. Regulatory clarity unlocks capital that's been sidelined since 2022"
X Link 2026-02-07T14:59Z [---] followers, [---] engagements
"@Cointelegraph Tether's compliance footprint: [----] cases across [--] countries $3.4B frozen. The narrative is shiftingstablecoins becoming surveillance-ready money. Freezable assets = regulatory acceptance but at what cost to censorship resistance"
X Link 2026-02-07T15:00Z [---] followers, [---] engagements
"Current state: $285M market cap rank #113-209. TEL surged 75% on Nov [--] when Nebraska signed the charter then retraced 28% in [--] days. Fear & Greed at [--]. Extreme fear. Translation: maximum pessimism meets strongest-ever fundamentals"
X Link 2026-02-07T19:56Z [---] followers, [---] engagements
"Key catalyst: Q1 [----] customer onboarding. When Telcoin Bank opens personal + business accounts eUSD goes from regulatory trophy to revenue engine. This is the inflection point. Watch eUSD supply growth like a hawk. 📈"
X Link 2026-02-07T19:56Z [---] followers, [---] engagements
"The narrative fit is chef's kiss: ✅ Regulated stablecoin (GENIUS Act compliant) ✅ DePIN (telecom validators) ✅ RWA (Powerhive mobility tokenization) ✅ Banking-blockchain convergence [--] hot narratives one $285M token. Do the math"
X Link 2026-02-07T19:56Z [---] followers, [---] engagements
"Competitive edge vs XRP ($86B) and XLM ($9B): TEL = 0.3% of XRP's market cap but has the ONLY US banking charter in crypto. No one else can issue bank-backed stablecoins on public chains. Yet. That's a moat. The question is execution"
X Link 2026-02-07T19:56Z [---] followers, [---] engagements
"The risks keeping it real: eUSD could flop if adoption is slow post-launch $10M minted is tiny vs USDT/USDC dominance Telcoin Network mainnet still not live Small-cap = brutal drawdowns in risk-off markets"
X Link 2026-02-07T19:56Z [---] followers, [---] engagements
"@luckystrike5500 @telcoin Here you go mate: Hope you like it. Was interesting to research it I probably would have missed it 👊 https://x.com/TraderWorst/status/2020225211661185347 Telcoin became the first US-chartered crypto bank and launched eUSD a bank-issued stablecoin on Ethereum & Polygon. Price Down 94% from ATH at $0.003. The market is sleeping. Here's why that's a mistake 🧵 https://t.co/8C1Xy1Loor https://x.com/TraderWorst/status/2020225211661185347 Telcoin became the first US-chartered crypto bank and launched eUSD a bank-issued stablecoin on Ethereum & Polygon. Price Down 94% from"
X Link 2026-02-07T19:58Z [---] followers, [---] engagements
"@Cointelegraph Belief is emotional. Analysis is structural. Bitcoin's fundamentals didn't change: supply schedule decentralization censorship resistance intact. What changed: leverage flushed weak hands capitulated valuations reset. Markets test conviction. Data sentiment"
X Link 2026-02-07T23:32Z [---] followers, [---] engagements
"@Cointelegraph $700M on a single event = mainstream product-market fit for prediction markets. This proves: People will onboard to crypto for utility not speculation. When the next election cycle hits expect $5B+ volume. Prediction markets token gambling for retail adoption"
X Link 2026-02-07T23:39Z [---] followers, [---] engagements
"@coinbureau Short squeeze narrative is one side. But $80k will also trigger long profit-taking zones from $65-70k buyers. Real question: Does buying pressure from liquidations outpace selling pressure from realized gains If I had to guess - longs are too nervous"
X Link 2026-02-08T09:14Z [---] followers, [---] engagements
"🧵 DEEP DIVE: $BUTTCOIN The OG Memecoin Since [----] Born on Something Awful in [----]. Memed for [--] years. Now a real token on Solana. The original creator just launched it. Here's everything 👇"
X Link 2026-02-08T09:53Z [---] followers, [---] engagements
"📊 TOKENOMICS Supply: 1B (100% circulating) MC: $40-46M (rank #505) 7D Change: +425% 24h Vol: $9-20M FDV/MC: [---] Fair launch. No pre-mine. No VC. No vesting"
X Link 2026-02-08T09:53Z [---] followers, [--] engagements
"🔧 TOKEN UTILITY The "Buttponzi" flywheel tracks [--] OG whale wallets. When they move tokens get burned. Also: trading simulator faucet games on No staking. No governance. Pure meme with a burn twist. http://buttcoin.trade http://buttcoin.trade"
X Link 2026-02-08T09:53Z [---] followers, [--] engagements
"📈 TRACTION ( [--] Month Old) 12000+ holders MC briefly hit $45M Listed: MEXC LBank Coinbase (tracking) DEX: PumpSwap ($5M+/day) Meteora r/Buttcoin: 194K members (untapped)"
X Link 2026-02-08T09:53Z [---] followers, [--] engagements
"⚠ RISKS Token is [--] month old +425% weekly = correction risk 4+ other "Buttcoin" tokens cause confusion "Buttponzi" branding may deter cautious traders Meme cycles are brutal and short-lived"
X Link 2026-02-08T09:53Z [---] followers, [--] engagements
"🟢 OPPORTUNITIES Only token endorsed by the OG Buttcoin creator (2011) 15-year brand moat predates even Dogecoin 194K r/Buttcoin members = massive upside if converted Burn flywheel adds deflationary narrative Solana meme sector in broad recovery"
X Link 2026-02-08T09:53Z [---] followers, [--] engagements
"Jupiter just took $35M from ParaFi at SPOT price no discount. That tells you everything about where smart money sees this going. Here's why JUP at $0.19 might be the most mispriced asset in DeFi 🧵"
X Link 2026-02-08T21:04Z [---] followers, [---] engagements
"The bull case in [--] bullets: ☀ JUPNET launch in [----] adds L1 token utility ☀ JupUSD (BlackRock-backed) targets $750M in JLP pool ☀ Coinbase now routes ALL Solana DEX trades through Jupiter"
X Link 2026-02-08T21:04Z [---] followers, [--] engagements
"Feb [--] catalyst: 253M JUP unlock. Sounds bearish right It was CUT from 700M to 200M. Staking bonuses lock recipients for a full year. Monthly unlocks end June. The supply pressure narrative is approaching its expiration date"
X Link 2026-02-08T21:04Z [---] followers, [--] engagements
"Why now Jupiter isn't just an aggregator anymore. Perps. Lending ($1B TVL in [--] days). Prediction markets (first Polymarket on Solana). Stablecoins. Payments. Mobile. This is a DeFi superapp trading at meme coin valuations"
X Link 2026-02-08T21:04Z [---] followers, [--] engagements
"The moat: Metis engine delivers +0.006% positive slippage vs -0.14% industry average. 93.6% aggregator market share. Every protocol on Solana Raydium Meteora Orca feeds liquidity INTO Jupiter. It's the toll bridge"
X Link 2026-02-08T21:04Z [---] followers, [--] engagements
"My verdict: Cautiously bullish medium conviction. At $0.19 you're buying Solana's most critical DeFi infrastructure at deep value. The unlock cliff ends in [--] months. If JUPNET delivers this re-rates hard"
X Link 2026-02-08T21:04Z [---] followers, [--] engagements
"I'm watching [--] things: 1) Post-Jupuary staking rate 2) JupUSD market cap growth 3) Coinbase volume through Jupiter 4) JUPNET testnet milestones 5) Aggregator market share on Dune"
X Link 2026-02-08T21:04Z [---] followers, [--] engagements
"Cardano just got CME futures has an ETF pending and whales bought $161M of ADA. Yet it still trades at an 8442x FDV/Revenue multiple with $126M TVL. Is ADA a steal at $0.27 or still overvalued The honest answer is complicated 🧵"
X Link 2026-02-10T12:00Z [---] followers, [--] engagements
"📊 ADA by the numbers: Price: $0.27 (-91% from ATH) Market cap: $9.7B (#11) TVL: $126-162M (Solana: $6.5B) Annual fees: $14.6M FDV/Rev multiple: 8442x That multiple is not "depressed." It's a market still pricing in growth that hasn't arrived"
X Link 2026-02-10T12:00Z [---] followers, [--] engagements
"🐂 The bull case in [--] bullets: CME futures LIVE + spot ETF pending (65-75% odds) Ouroboros Leios 67% done targeting [-----] TPS USDC integration imminent fixes biggest DeFi weakness This is the most loaded catalyst stack in ADA's history. No question"
X Link 2026-02-10T12:00Z [---] followers, [--] engagements
"🐻 The bear case no one wants to hear: $9.7B market cap for a chain doing $14.6M in annual fees Avalanche has similar MC but 10x the TVL Hoskinson has called every year "the year" since [----] Even if ETF approved ETH showed that can be a sell-the-news event"
X Link 2026-02-10T12:00Z [---] followers, [--] engagements
"🐋 The whale signal everyone's watching: 454.7M ADA ($161M) accumulated by large holders in [--] months while retail dumps. Historically bullish pattern but is it "smart money" or just loyal community holding through another cycle of disappointment"
X Link 2026-02-10T12:00Z [---] followers, [--] engagements
"⚠ The critical metric: DeFi TVL Forget price. Forget ETF. Forget narratives. If TVL is still under $200M by Q3 despite USDC integration there's no fundamental case for a $9.7B market cap. Period. Hoskinson called [----] "do or die" for DeFi. I agree"
X Link 2026-02-10T12:00Z [---] followers, [--] engagements
"@JackNapierB @gavofyork Gavin is the one of the most credentialed founder in crypto co-founded ETH invented Solidity coined "Web3." Returned as Parity CEO Aug [----]. Treasury went from burning $87M to first-ever profit. But he's a builder not a shiller. More X presence would definitely help"
X Link 2026-02-10T15:00Z [---] followers, [--] engagements
"@jairedx @Polkadot @X Agree. DOT solved the "reckless treasury spending" problem but overcorrected into invisibility. One of the best tech in the game yet a lot of people doesn't even know parachains exist. Balance exists between hype and substance"
X Link 2026-02-10T16:01Z [---] followers, [--] engagements
"@JackNapierB @gavofyork @Polkadot @paritytech I suspect it is not only social media where this is missing - but to be fair that is a guess with no proof at all"
X Link 2026-02-10T16:07Z [---] followers, [--] engagements
"@jairedx @Polkadot @X @BillLaboon Daily digest is not the right thing tondo if you want to get new people on board. You need more marketing and less tech news"
X Link 2026-02-10T16:13Z [---] followers, [--] engagements
"@BlockchaincpaX @jairedx @Polkadot @X @BillLaboon Its not just a recent thing to be honest"
X Link 2026-02-10T16:31Z [---] followers, [--] engagements
"@jairedx @Polkadot @X @BillLaboon True but to grow the project you need new people. Daily digests will not cut it"
X Link 2026-02-10T16:33Z [---] followers, [--] engagements
"@jairedx @Polkadot @X @BillLaboon Yeah you have to decide on what to focus. In my opinion you should focus on growing holders and even more importantly you need projects. Start promote new features breakthroughs. Make talks podcasts videos that kind of thing"
X Link 2026-02-10T16:41Z [---] followers, [--] engagements
"@Cointelegraph $1B USDC mint bullish automatically. Mints can mean: new institutional flows OR exchanges pre-stocking liquidity. Check redemptions next. Net supply change tells the real storyminting alone is just inventory"
X Link 2026-02-10T20:14Z [---] followers, [---] engagements
"@coinbureau Historical drawdown model: [----] (-86%) [----] (-83%) [----] (-77%). If pattern holds 70% drop = $38-42K. But macro's different: ETFs added $80B structure. Unknown if that changes floor dynamics or amplifies cascade"
X Link 2026-02-10T20:15Z [---] followers, [---] engagements
"@intocryptoverse True over multi-year spans but timing matters. 2017: alts 20x while BTC 3x. 2021: same pattern. BTC dominance rises in bear markets falls in bull peaks. The question isn't IF alts bleed long-termit's WHEN to rotate"
X Link 2026-02-10T21:14Z [---] followers, [----] engagements
"@Cointelegraph What's interesting: this coincides with declining exchange ETH balances. Less liquid supply + higher lockup = potential supply shock if demand picks up"
X Link 2026-02-11T10:10Z [---] followers, [--] engagements
"@Cointelegraph $166M BTC inflows despite price weakness under $67k shows institutional accumulation continues regardless of short-term sentiment. ETH/BTC ratio at [-----] suggests altcoin flows are accelerating. When retail capitulates institutions build positions"
X Link 2026-02-11T12:48Z [---] followers, [---] engagements
"@Cointelegraph 31k BTC net accumulation while narratives focus on selling pressure. Public company flows are transparentthis is measurable divergence between headlines and balance sheets. Supply dynamics matter more than sentiment when institutions build positions quietly"
X Link 2026-02-11T14:48Z [---] followers, [---] engagements
"@Cointelegraph BlackRock's $500M+ BUIDL fund going live on Uniswap marks direct TradFi-DeFi integration at scale. No middleman no wrapperinstitutional money market fund tradeable onchain. This isn't experimentation; it's infrastructure. UNI +20% shows markets get it"
X Link 2026-02-11T15:36Z [---] followers, [---] engagements
"SUI is down 83% from its ATH while its TVL grew 220% YoY and devs grew 219%. Either the market is right and this is a dying chain or this is a massively mispriced L1 in crypto. Here's my take 🧵"
X Link 2026-02-11T21:36Z [---] followers, [---] engagements
"Current state: $0.90 $3.5B MC Rank #27-32 ATH was $5.35 just [--] months ago. Down 83%. Meanwhile: 7.5B transactions in [----]. 230M total accounts. 2.2M peak daily active addresses. The price and the chain are telling two completely different stories"
X Link 2026-02-11T21:36Z [---] followers, [--] engagements
"The bull case: 🟢 [--] ETF filings active (Bitwise Grayscale 21Shares Canary) spot approval could hit H1 [----] 🟢 Free stablecoin transfers + native USDsui launching utility play 🟢 Protocol-level privacy with ZK proofs + quantum-resistant crypto coming in 2026"
X Link 2026-02-11T21:36Z [---] followers, [--] engagements
"Biggest catalyst: Spot SUI ETF decision. 21Shares got a 2x leveraged SUI ETF approved. SEC passed generic listing standards making spot products easier. Bitwise's filing includes STAKING potentially first for crypto ETFs. This could reprice the entire asset overnight"
X Link 2026-02-11T21:36Z [---] followers, [--] engagements
"Why now The narrative setup is shifting. SUI is evolving from "another fast L1" to a full-stack infrastructure platform (Sui Stack S2) with privacy storage (Walrus) and feeless payments. That's not a meme coin chain. That's enterprise infrastructure"
X Link 2026-02-11T21:36Z [---] followers, [--] engagements
"What SUI does better than Solana: ⚡400ms finality 297K TPS in testing 🔒 Move language prevents reentrancy attacks 🔑 zkLogin = Web2 logins for Web3 apps 💾 Walrus = decentralized storage layer SOL MC is 13x SUI's. TVL is only 7x. You see the asymmetry"
X Link 2026-02-11T21:36Z [---] followers, [--] engagements
"The risks keeping it real: 🔴 44M tokens unlock EVERY month ($40-50M sell pressure) 🔴 Only 38.5% of supply circulating massive dilution ahead 🔴 Failed to reclaim $1.00 resistance this week 🔴 Negative real yield (-0.09% annualized)"
X Link 2026-02-11T21:36Z [---] followers, [--] engagements
"My verdict: Cautiously Bullish Confidence: Medium Best risk/reward L1 play at current prices IF you have a 6-12 month horizon and can stomach the volatility. Not a short-term trade. This is a thesis on technology finding its market"
X Link 2026-02-11T21:36Z [---] followers, [--] engagements
"What I'm watching to confirm/invalidate: 📊 Daily close above $1.02 = bearish structure breaks 📊 TVL recovery above $1.5B = fundamentals intact 📊 ETF approval = everything changes 📊 TVL below $700M = thesis dies"
X Link 2026-02-11T21:36Z [---] followers, [--] engagements
"Which established L1 project should I deep-dive next Drop your suggestions below 👇 Like + RT if this thread saved you research time. Follow for more alpha reports on the projects that matter"
X Link 2026-02-11T21:36Z [---] followers, [--] engagements
"@SuiNetwork @WalrusProtocol Walrus storing 30TB of checkpoint history off-chain but verifiable is the infrastructure layer most L1s ignore. This is what separates "fast chain" from "full-stack platform." Sui Stack S2 isn't vaporwareit's shipping. Storage privacy speed. Complete"
X Link 2026-02-11T22:16Z [---] followers, [--] engagements
"@ethena @SuiNetwork When Ethena launches natively on Sui Day [--] it validates the ecosystem maturity. TVL grew 220% YoY while price dropped 83% from ATH. That's the definition of mispricing. Institutions build on infrastructure not narratives. suiUSDe proves Sui crossed that threshold"
X Link 2026-02-11T22:18Z [---] followers, [---] engagements
"@SuiNetwork $500K DeFi Moonshots Program while devs grew 219% YoYSui is aggressively funding the next wave. Compare that to Solana's early days. Same pattern: bear market builder acceleration. MC is 13x lower than SOL but TVL gap is only 7x. Asymmetry screams mispricing"
X Link 2026-02-11T22:18Z [---] followers, [--] engagements
"@sharbel Coinbase shipping agent wallets doesn't validate the use case. Institutions build infrastructure for potential demand all the timedoesn't mean adoption follows. Real question: what percentage of agent transactions actually need crypto rails vs. traditional APIs"
X Link 2026-02-12T11:34Z [---] followers, [--] engagements
"@unicity_labs P2P settlement without consensus sounds good until you hit edge cases. How do you handle disputes What prevents double-spends without shared state "Machine speed" means nothing if agents can't verify counterparty solvency. Devil's in the implementation details"
X Link 2026-02-12T11:35Z [---] followers, [--] engagements
"Yesterday's catalyst: "Vertical Integration" Translation: they admitted gas fees can't sustain the chain and now want to copy Hyperliquid. Problem: HYPE built the exchange first chain second. Sonic is doing it backwards with a $185M budget. HYPE is at $6B"
X Link 2026-02-12T22:26Z [---] followers, [--] engagements
"The community question kills the thesis. Governance quorum: [---] wallets. The $200M token issuance passed 99.99%. That's not decentralized governance. That's a group chat approving dilution"
X Link 2026-02-12T22:26Z [---] followers, [--] engagements
""But Flying Tulip raised $225M" Flying Tulip is Andre Cronje's exchange with its own FT token. The value accrues to FT holders. How much flows to S Nobody has convincingly answered this. That's not bullish that's a red flag"
X Link 2026-02-12T22:26Z [---] followers, [--] engagements
"The bull case in [--] points: ✅ Decibel mainnet launching NOW 650K testnet users 1M+ daily trades ✅ Token unlocks end Sep/Oct [----] the biggest headwind disappears ✅ $1.8B stablecoin supply vs $730M market cap institutional capital already there"
X Link 2026-02-13T08:23Z [---] followers, [--] engagements
"Feb [----] is stacked. Decibel launches with USDCBL (Stripe's Bridge) Raptr consensus hitting sub-second finality and Shardines targeting 1M+ TPS. The catalyst density is the highest it's been since Aptos mainnet launch"
X Link 2026-02-13T08:23Z [---] followers, [--] engagements
"The narrative angle: Aptos isn't fighting for retail degens. It's fighting for BlackRock Franklin Templeton Apollo and Lotte Group. While Solana wins the culture war Aptos is quietly winning the institutional infrastructure war"
X Link 2026-02-13T08:23Z [---] followers, [--] engagements
"The competitive edge no one talks about: - APT has 4.3x more stablecoins than SUI at 1/5 the market cap. - Sub-50ms blocks (fastest major L1). - Tx costs 100x cheaper than Solana. - Zero outages ever. The tech moat is real"
X Link 2026-02-13T08:23Z [---] followers, [--] engagements
"@TedPillows I remember this market since we only had [--] coins to buy on kraken. It's not a question of bullish or bearish its a question of patience"
X Link 2026-02-13T08:26Z [---] followers, [---] engagements
"@AptosLabs @DecibelTrade @Aptos 650K testnet accounts + 1M daily trades before mainnet = real product-market fit signal. USDCBL keeping treasury yield inside the protocol is smart Metric I watch: Decibel volume [--] days post-launch. If it sustains $10M+ daily Aptos' "global trading engine" thesis looking real"
X Link 2026-02-13T11:41Z [---] followers, [--] engagements
"@AptosLabs @chainlinklabs @base @AltiusLabs 5M vouchers 1.3M users in [--] months. Asia's enterprise blockchain appetite is underrated. Lotte isn't crypto-native which makes this more impressive. Can Aptos convert enterprise wins into DeFi TVL Different playbooks both validate the tech"
X Link 2026-02-13T11:42Z [---] followers, [--] engagements
"@AptosLabs @SashaSpiegelman @XiangZhuolun @xosmig Formal censorship resistance at protocol layer + MEV-aware sequencing is exactly what institutional perps need. If Archon ships with these guarantees Aptos' infra moat widens significantly. Watching for mainnet timeline"
X Link 2026-02-13T11:42Z [---] followers, [--] engagements
"@SuiNetwork @ethena @DeepBookonSui 10+ day-1 integrations = strong ecosystem coordination. Ethena + DeepBook Margin = real DeFi utility from day [--]. Watching: DeepBook volume 30d post-launch. If it competes with dYdX/Hyper Sui's DeFi narrative shifts from potential to proven"
X Link 2026-02-13T11:44Z [---] followers, [--] engagements
"@Kylechasse 30TB across a decentralized storage layer at 4-5x replication instead of 100x on validators. Walrus is quietly becoming the most underrated piece of the Sui stack"
X Link 2026-02-13T11:50Z [---] followers, [--] engagements
"@AshDavidsonUK Just as I started to put content out regularly. but good to see that rebranding works for you 💪"
X Link 2026-02-13T17:04Z [---] followers, [--] engagements
"@Aptos @RhunaIO 165+ events with instant settlement = the enterprise adoption thesis playing out. Rhuna on Aptos rails proves sub-50ms blocks + low costs work in production at scale. This is the institutional infra narrative I highlighted in my APT analysis not hype real volume onchain"
X Link 2026-02-13T21:03Z [---] followers, [--] engagements
"@DomOnChain @DeFiDecoder_ @Aptos Agreed. Decibel + USDCBL + Rhuna shipping in production. While others talk about roadmaps Aptos is compounding real volume quietly. That's how institutional infra gets built"
X Link 2026-02-13T21:10Z [---] followers, [--] engagements
"@Yusi0x @Aptos The fundamentals are screaming. $1.8B stablecoins BlackRock BUIDL sub-50ms blocks zero downtime since [----]. Price disconnected from reality = accumulation zone for patient capital"
X Link 2026-02-13T21:11Z [---] followers, [--] engagements
"@coinbureau Negative premium gaps this persistent usually mark late-stage capitulation Nov [--] was the last time we saw this duration BTC was at $38K bottomed at $34K [--] weeks later then rallied 110% Key question: is this retail exhaustion or smart money exiting before macro gets worse"
X Link 2026-02-14T20:56Z [---] followers, [--] engagements
"The numbers right now: Price: $0.097 (down 83% from ATH) Market cap: $4.2B rank #25 TVL: $208M Live spot ETF + [--] more filings 71B+ lifetime transactions Sounds bullish until you dig deeper"
X Link 2026-02-14T21:08Z [---] followers, [--] engagements
"$208M TVL on a chain backed by Fortune [---] companies isn't impressive it's a red flag. SaucerSwap alone holds 67% of it. Meanwhile AVAX has $846M TVL and BlackRock's BUIDL fund at similar market cap. Which one has more real activity Not close"
X Link 2026-02-14T21:08Z [---] followers, [--] engagements
"The risks keeping it honest: ⚠ 11.3M APT unlock monthly through Sep [----] = constant sell pressure ⚠ Only [---] devs vs SUI's [---] the developer gap is real ⚠ Zero retail/memecoin culture = no speculative premium"
X Link 2026-02-13T08:23Z [---] followers, [--] engagements
"Verdict: Cautiously bullish medium confidence. APT is a patience trade not a momentum trade. Accumulate the $0.85-$1.00 zone target post-unlock repricing in Q4 [----]. Best risk/reward in alt-L1s if you can handle 6-12 months of chop"
X Link 2026-02-13T08:23Z [---] followers, [--] engagements
"@AptosCollective @Aptos @DecibelTrade $50M pre-deposits in [--] days. My APT analysis targets $10M+ daily volume within 60d post-launch. Early traction looks strong. If this sustains it validates Aptos' DeFi catalyst"
X Link 2026-02-13T21:05Z [---] followers, [--] engagements
"@OGPRESH4 @_Centiiv @Aptos_Africa @Aptos @Benjaminajib @realjaysneezy @AptosCollective @AveryChing Cross-border payments: USDT local currency on Aptos. Enterprise adoption that compounds quietly no hype real utility. Stablecoin infra extends beyond DeFi into payments rails"
X Link 2026-02-13T21:06Z [---] followers, [--] engagements
"@AptosLabs @DecibelTrade "Opens onchain capital markets to all" = the thesis. Decibel isn't just another DEX. Protocol-native stablecoin + performant execution = infrastructure that can compete with CEXs. This is what APT needed"
X Link 2026-02-13T21:10Z [---] followers, [--] engagements
"@DomXVerse @RhunaIO @Aptos "End of black box ticketing era" exactly. Transparent settlement + instant payouts = why festivals choose Aptos over legacy rails. Real-world adoption compounds silently until it doesn't"
X Link 2026-02-13T21:11Z [---] followers, [--] engagements
"@sraczkapawiana @AshCrypto @AstherusCult If NVDA share price raises 20$ its $486'000'000'000. Only NVDA - this is still Minor League games here. It is what crypto makes attractive to many advanced retail traders"
X Link 2026-02-13T22:34Z [---] followers, [--] engagements
"Hedera has the best enterprise Rolodex in crypto. FedEx Google IBM Boeing [--] council members. But $208M TVL and $1.5M/week ETF inflows Something doesn't add up. Here's my honest take 🧵"
X Link 2026-02-14T21:08Z [---] followers, [--] engagements
"The structural problem nobody talks about: Hedera charges $0.0001 per transaction. Great for enterprises. Terrible for your bags. You can settle $10B in RWAs and generate maybe $10K in HBAR demand. There's no fee burn. No staking requirement for enterprise use"
X Link 2026-02-14T21:08Z [---] followers, [--] engagements
"The Council problem: FedEx joined today. Google IBM have been members for years. But paying an annual fee + running a node isn't the same as deploying core business operations on-chain. Show me the FedEx supply chain transactions. Show me IBM products on Hedera. I'll wait"
X Link 2026-02-14T21:08Z [---] followers, [--] engagements
"What's genuinely strong: Dev activity: #1 for RWA projects (Santiment) [----] commits [--] active devs AI governance with NVIDIA/Intel hard to replicate Clean tokenomics 86% already circulating T he tech and team aren't the problem. Token demand is"
X Link 2026-02-14T21:08Z [---] followers, [--] engagements
"Real risks that keep me neutral: Enterprise adoption theater logos usage No mechanism converting network usage to token demand DeFi concentration (67% in one protocol) Invisible to retail no meme ecosystem no cultural presence"
X Link 2026-02-14T21:08Z [---] followers, [--] engagements
"@r0mance SUI has bigger TVL than TON + superior tech (400ms finality Move architecture) but unlocks (44M SUI/month) crush price. Depends on: (1) ETF approval timing (2) post-unlock dynamics late [----]. Breakdown: https://x.com/TraderWorst/status/2021697001914863848 https://t.co/gB9nNBz2jG https://x.com/TraderWorst/status/2021697001914863848 https://t.co/gB9nNBz2jG"
X Link 2026-02-14T21:25Z [---] followers, [--] engagements
"Not everybody going to like this: $TRX generated $582M in fees last year more than Ethereum. Yet it trades at HALF the revenue multiple of Solana. Everyone says "Justin Sun risk." But when you analyze the legal landscape the discount is way overdone. Full breakdown 🧵"
X Link 2026-02-16T07:27Z [---] followers, [--] engagements
"@MrBrondorDeFi Exactly. BlackRock isn't chasing memesthey're tokenizing real assets: real estate bonds equities. The alpha isn't in generic RWA tokens. It's in the infrastructure layer: oracles custody compliance. Follow institutional capital not retail narratives"
X Link 2026-02-07T10:32Z [---] followers, [--] engagements
"My verdict: Cautiously bullish. Medium confidence. $0.002-0.003 is an accumulation zone IF you believe the charter converts to real users. Thesis breaks below $0.0015 or if Q1 onboarding slips past Q2"
X Link 2026-02-07T19:56Z [---] followers, [----] engagements
"What I'm watching to confirm: [--]. eUSD supply growth past $50M [--]. Customer account numbers post-launch [--]. Tier-1 exchange listing (Coinbase/Binance) [--]. GSMA MWC [----] partnership announcements [--]. Telcoin Network validator activity"
X Link 2026-02-07T19:56Z [---] followers, [---] engagements
"@Cointelegraph This means sustained selling pressure from institutional holders. $358M net out after Friday's $231M inflow means earlier week saw $589M+ exit. Pattern: Institutions rotate risk-off during uncertainty. Watch: If next week flips positive reversal more likely"
X Link 2026-02-07T23:31Z [---] followers, [---] engagements
"The one thing I'm watching: Decibel volume [--] days post-launch: - If it hits $10M+ daily the "global trading engine" thesis is validated. - If it flops Aptos has a product-market fit problem no amount of BlackRock money can fix"
X Link 2026-02-13T08:23Z [---] followers, [--] engagements
"@AptosLabs @wrappedxyz @AlgoFoundation @solayer_labs @StellarOrg @beefyfinance @VOIDappsxyz @wormhole @ambire @Aptos @ChainPatrol @NexusLabs @AcrossProtocol @GoKiteAI @lifiprotocol @MetaMask @monad @PerleLabs @supermoonxyz @0G_labs @AleoHQ @arc @FilFoundation @hedera @superformxyz @francescoswiss @cinesiusss @the_weso @theahaco @circle @gauntlet_xyz @dgetsylver @spencerjefe @0xCerberus @0xJibby @realmotioninc @gttyson @livingwithwill @lxjhk @simonr0204 @kanishkkhurana @brale_xyz @Camohe90 @flipsidecrypto @chriskim_dev @thetinaverse @jaycoolh @aramxc92 Aptos alongside Aleo Hedera Monad at"
X Link 2026-02-13T21:06Z [---] followers, [---] engagements
"@Solafon_com @solana_daily @solana @trondao @ethereum @BNBCHAIN @ton_blockchain @SuiNetwork @avax @injective @Aptos @NEARProtocol Solana's revenue edge is real but it's a volume story not a cost story. Aptos trades sub-cent fees + institutional stability for lower retail volume. Different playbooks. Both can win their lanes"
X Link 2026-02-13T21:12Z [---] followers, [--] engagements
"@BitcoinMagazine @Duelbits In my opinion the Bitcoin cycle theory is done. Institutions wont make it this easy for us anymore"
X Link 2026-02-13T22:29Z [---] followers, [---] engagements
"My verdict: Neutral to slightly bearish Not because Hedera is bad the tech is solid and the governance model is unique. But at $4.2B you're paying for expectations that haven't shown up on-chain. The price needs to drop or the metrics need to catch up"
X Link 2026-02-14T21:08Z [---] followers, [--] engagements
"@desyobs @DecibelTrade @AptosLabs Decibel is the catalyst APT needs but calling it "last chance" undersells the fundamentals: $1.8B stablecoins BlackRock BUIDL sub-50ms blocks. Real problem: 11.31M APT unlocks/month. Sep/Oct [----] unlocks end = inflection point. Full outlook: https://x.com/TraderWorst/status/2022215770587934933 https://t.co/uVtPDLNh2u https://x.com/TraderWorst/status/2022215770587934933 https://t.co/uVtPDLNh2u"
X Link 2026-02-14T21:22Z [---] followers, [---] engagements
"Track the Reserve yourself: This is THE metric. When quarterly accumulation hits $50M+ the thesis shifts from cautious to compelling. Right now it's still a rounding error vs sell pressure. http://reserve.chain.link http://reserve.chain.link"
X Link 2026-02-15T10:19Z [---] followers, [--] engagements
"Competitive risks: ⚠ Pyth dominates derivatives/perps volume ⚠ RedStone growing fastest 110+ chains ⚠ Oracle market share slowly eroding (49% 46%) Chainlink still leads. But "still leads" "untouchable.""
X Link 2026-02-15T10:19Z [---] followers, [--] engagements
""But stablecoin regulation." The GENIUS Act targets issuers (Tether) NOT blockchains (TRON). MiCA in Europe does the same. No proposed legislation imposes chain-level compliance requirements. The regulation is a tailwind it legitimizes the market TRON dominates"
X Link 2026-02-16T07:27Z [---] followers, [--] engagements
"@CoinMarketCap Ohh a new player in front-running trades. Also new ways to measure market sentiment probably not public though I hope at least they allow copy trading or integrated Signal Services or something like this"
X Link 2026-02-16T09:38Z [---] followers, [--] engagements
"The bull case in [--] bullets: First US Digital Asset Bank no other crypto has this eUSD live on ETH + Polygon $10M minted customer accounts opening Q1 [----] GSMA member since [----] with MNO partners (Orange Vodafone Viettel)"
X Link 2026-02-07T19:56Z [---] followers, [---] engagements
"The RWA story is concrete not theoretical: UBS tokenized funds. JPMorgan cross-chain settlement. US Dept of Commerce publishing GDP on-chain. Coinbase chose CCIP for $7B wrapped assets. This isn't a roadmap it's live infrastructure"
X Link 2026-02-15T10:19Z [---] followers, [--] engagements
"The REAL risk nobody talks about: Illicit finance crackdown. UN + WSJ flagged TRON for 50% of illegal crypto activity. If law enforcement targets TRON infrastructure specifically that's the scenario that breaks the thesis. Probability: 15-20%. Real but not thesis-killing"
X Link 2026-02-16T07:27Z [---] followers, [--] engagements
"The risks honest assessment: - Illicit finance crackdown - Sun reputational escalation - Solana eating into stablecoin payments - Fee cut shows competitive pressure is real But the two BIG risks (SEC + regulation) favor TRON when you do the legal work"
X Link 2026-02-16T07:27Z [---] followers, [--] engagements
"Polkadot is 96% off ATH while shipping the best tech in crypto. Smart contracts live. Supply cap locked. Halving in [--] weeks. Either the market is asleep or DOT is done forever. Here's my deep dive 🧵"
X Link 2026-02-07T09:23Z [---] followers, [----] engagements
"Everyone sleeping on Aptos while SUI pumps 5x higher. $APT has BlackRock's $500M $1.8B in stables and sub-50ms blocks. SUI has. memecoins. Here's why this might be the most mispriced L1 in crypto 🧵"
X Link 2026-02-13T08:23Z [---] followers, [---] engagements
"@Aptos @HTX_Global @tether HTX listing USDT pushes Aptos toward $2B stablecoin supply. 40000x cheaper transfers = cost moat. Watching $1.8B $2B trajectory. CEX support validates the thesis"
X Link 2026-02-13T21:04Z [---] followers, [---] engagements
"@CoinMarketCap Decibel + USDCBL is the DeFi catalyst Aptos needs. 650K+ testnet accounts already. But the real inflection point: Sep/Oct [----] when token unlocks (11.31M APT/month) finally end. Price-to-fundamentals disconnect is extreme. Analysis: https://x.com/TraderWorst/status/2022215770587934933 https://t.co/uVtPDLNh2u https://x.com/TraderWorst/status/2022215770587934933 https://t.co/uVtPDLNh2u"
X Link 2026-02-14T21:28Z [---] followers, [---] engagements
"$Chainlink just had its best execution year EVER Swift Coinbase JPMorgan US govt partnerships. Token is down 83% from ATH. But there's a catch most bulls won't tell you about 🧵"
X Link 2026-02-15T10:19Z [---] followers, [---] engagements
"The adoption is undeniable: $66.3B Total Value Secured 67-75% oracle market share 2400+ integrations UBS Mastercard Ondo Lido all live in production Market cap Just $6.4B. The infrastructure is real"
X Link 2026-02-15T10:19Z [---] followers, [--] engagements
"Bull case in [--] bullets: 🟢 RWA tokenization ($35B projected $16T by 2030) runs through Chainlink 🟢 CME futures launched Feb [--] + Grayscale GLNK ETF already live 🟢 Reserve buyback mechanism converting enterprise revenue LINK"
X Link 2026-02-15T10:19Z [---] followers, [--] engagements
"@Cointelegraph Chainlink Labs CEO on CFTC Innovation Committee = regulatory legitimacy. But legitimacy token value capture. $66B TVS 67% market share yet LINK holders get 4% staking yield while node operators earn fees directly"
X Link 2026-02-15T10:47Z [---] followers, [--] engagements
"@chainlink $28T in enabled value. $66B TVS. 67% oracle market share. The infrastructure is undeniable. At $9 the disconnect between adoption and price is one of the widest in crypto. Reserve needs to scale but the foundation is rock solid"
X Link 2026-02-15T10:51Z [---] followers, [---] engagements
"@injective @chainlink Injective x Chainlink events show the ecosystem strength. While everyone focuses on price the builder momentum keeps accelerating. That's what makes $9 interesting execution is there tokenomics just need to catch up"
X Link 2026-02-15T10:52Z [---] followers, [--] engagements
"Current snapshot: $TRX at $0.28 Market cap: $26.7B (#8) [----] fee revenue: $582M USDT on TRON: $80B+ (51% of ALL Tether) FDV/Revenue: 46x $SOL trades at 76x. $BNB at 340x. On fundamentals TRX is the cheapest revenue chain in crypto"
X Link 2026-02-16T07:27Z [---] followers, [--] engagements
""But the SEC lawsuit." The SEC itself requested to pause the case Feb [--]. Sun's lawyers won a key procedural ruling in Aug [--]. Under Chairman Atkins crypto enforcement is being walked back across the board. Settlement probability: 55-60%. Favorable resolution overall: 70-80%"
X Link 2026-02-16T07:27Z [---] followers, [--] engagements
"@Crypto_Guerrila @voidnautx Exactly. 46x FDV/Revenue vs SOL at 76x and BNB at 340x. The narrative discount is massive. $582M in [----] fees $80B USDT supply no unlock cliffs. When SEC settles (70-80% probability) this re-rates hard"
X Link 2026-02-16T08:54Z [---] followers, [--] engagements
"@HTX_Global While everyone's chasing airdrops TRX quietly does $1.5M+ in daily fees. #2 revenue chain behind SOL but at 40% discount on FDV/Revenue multiple. Legal risk overpriced fundamentals underpriced"
X Link 2026-02-16T08:58Z [---] followers, [--] engagements
"Key question today is whether todays High will be higher than yesterdays high. If no we formed a lower top and will most likely test 65k. #BTCUSD.P analysis on @TradingView: https://www.tradingview.com/x/34aa5kcb/ https://www.tradingview.com/x/34aa5kcb/"
X Link 2026-02-16T10:21Z [---] followers, [--] engagements
"@DavidOndrej1 Nah mate she is absolutely correct with that. The EU is currently incapable of doing anything at all. It is real world democracy and not fairy tale pink unicorn bullshit where everybody has to agree on anything"
X Link 2026-02-16T10:56Z [---] followers, [--] engagements
"@Don_ChainLink $1000 LINK The tech deserves it. The tokenomics don't support it. Reserve needs to scale 50-100x. Staking needs expansion. Or a spot ETF drives reflexive buying. Until then you're betting tokenomics catch up to adoption"
X Link 2026-02-15T10:43Z [---] followers, [---] engagements
"@Cointelegraph Polymarket using Chainlink for 5-min markets shows the tech moat. Problem Protocols pay fees Payment Abstraction converts to LINK Reserve accumulates. Current rate: $12.6M in [--] months. Needs to be $50M/quarter to matter"
X Link 2026-02-15T10:46Z [---] followers, [--] engagements
"The bull case (35% probability): - SEC settles (most likely outcome) - Canary staked TRX ETF approved - Tron Inc deploys $1B treasury - GENIUS Act legitimizes stablecoins Target: $0.45-$0.60"
X Link 2026-02-16T07:27Z [---] followers, [--] engagements
"What TRON does better than everyone: $80B+ USDT. Binance defaults to TRC-20. In LATAM and Africa "sending dollars" = using TRON. The 60% fee cut made transfers 390x cheaper than ETH. You don't need to like Justin Sun to use his chain"
X Link 2026-02-16T07:27Z [---] followers, [--] engagements
"@justinsuntron Infrastructure plays don't need hypethey need adoption. TRX hosts 51% of all USDT supply ($80B+) generates $582M annual fees trades at 46x FDV/Revenue vs SOL at 76x. When SEC settles this re-rates hard"
X Link 2026-02-16T08:58Z [---] followers, [--] engagements
"Current state: DOT at $1.30-$2.10 ranked #33 market cap $2.2B. Down 71% in [--] months. Down 43% in [--] days. Fear & Greed: Extreme Fear (17-24). This is what capitulation looks like. Everyone who's leaving has left"
X Link 2026-02-07T09:23Z [---] followers, [---] engagements
"The bull case: March [--] halving cuts new DOT issuance by 53% biggest supply shock in project history ETF filings from Grayscale & 21Shares. Bloomberg gives 90% approval odds Smart contracts JUST launched with full Solidity support. TVL growth starts from zero"
X Link 2026-02-07T09:23Z [---] followers, [---] engagements
"Telcoin became the first US-chartered crypto bank and launched eUSD a bank-issued stablecoin on Ethereum & Polygon. Price Down 94% from ATH at $0.003. The market is sleeping. Here's why that's a mistake 🧵"
X Link 2026-02-07T19:56Z [---] followers, [----] engagements
"The numbers right now: APT $0.95 market cap $730M down 80%+ from ATH. Meanwhile the chain is doing its best work ever 10M+ monthly active users $1.2B in RWAs zero downtime since [----]. The price-to-fundamental disconnect is wild"
X Link 2026-02-13T08:23Z [---] followers, [--] engagements
"@Aptos @circle @tether @PayPal @FTDA_US @BlackRock @pactfinance @therollupco Aptos isn't chasing retail hype it's building institutional rails. $1.8B stablecoins BlackRock BUIDL sub-50ms blocks at sub-cent costs. The 5x gap vs SUI ($730M vs $3.6B) is unjustifiable if execution continues"
X Link 2026-02-14T21:27Z [---] followers, [---] engagements
"@DeFiChronicles Polymarket using Chainlink for settlement is exactly why the moat matters. When billions flow through these markets oracle reliability isn't optional. That dominance is why LINK at $9 looks cheap if Reserve scales"
X Link 2026-02-15T10:51Z [---] followers, [----] engagements
"My verdict: Bullish. Medium-high confidence. 35% bull ($0.45-$0.60) 40% base ($0.25-$0.40) 25% bear ($0.14-$0.20) The market is pricing narrative as if it's fundamental risk. The legal analysis says otherwise"
X Link 2026-02-16T07:27Z [---] followers, [--] engagements
"@TU_Crypto_News @justinsuntron The MicroStrategy playbook for TRX. With a $1B shelf registration filed Tron Inc has dry powder for sustained buying pressure. At current prices $1B buys 3.7% of circulating supply. Treasury strategy is working"
X Link 2026-02-16T08:54Z [---] followers, [--] engagements
"@OfficialSUNio Marketing events are nice but the real story: TRON is the cheapest revenue-generating L1 by multiples. $582M annual fees nearly zero supply inflation and stablecoin moat worth $80B. Numbers narratives"
X Link 2026-02-16T08:59Z [---] followers, [--] engagements
"@CoinMarketCap If banks start offering stablecoin yield watch the spread compression. Right now DeFi yields exist because of inefficiency and risk premium. Banks entering = yields drop but also = massive liquidity inflow. Net positive for crypto infrastructure plays"
X Link 2026-02-16T11:00Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing