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@Crypto_McKenna
"Built an AI Assisstant out over the past few weeks and ended up drafting daily protocols for resistance training cardiovascular training and longevity. I just ask it what do I need to do today and what do I need measure. Spits everything out. Then circle back on Sundays and iterate protocol based on inputs. Would love to build this out into a proper app think it would be killer"
X Link @Crypto_McKenna 2025-10-13T01:41Z 101.6K followers, 6559 engagements
"Big congratulations to one of our port-co's Term Finance who have managed to attract $33M in USDT0 deposits on their Plasma Meta vault. Fixed-term lending markets so far have been limited by the supply-side limiting borrower size. The largest fixed-term loan executed so far was $3.7M in size and in aggregate have cleared $400M since inception. Expecting fixed-term lending to scale rapidly over the coming years driven by Institutional demand to lock in rates and avoiding rate spikes in variable lending money markets"
X Link @Crypto_McKenna 2025-10-07T13:56Z 101.7K followers, 3099 engagements
"Looks like HIP-3 is deploying today. Hyperliquid"
X Link @Crypto_McKenna 2025-10-13T06:48Z 101.7K followers, 9536 engagements
"You can just vibe code indicators"
X Link @Crypto_McKenna 2025-10-15T13:08Z 101.7K followers, 43.9K engagements
"$BTC Overview: Clear range bound price action between $123-108K 1D XXX SMA sitting at $107.4K and 1W XX SMA sitting at $101K Want to see those range lows hold and deviation below I think is a bid given how well 1W XX SMA has held this cycle indicating completely HTF mean reversion Think it's best to use wick lows of spot Coinbase rather than Binance perps given how deep the flush was on derivatives Ultimately just watching price action. Don't expect immediate upside just continued chop until we establish a clear base. Three scenarios: 1) We form a base here which sets up for a larger 6-9"
X Link @Crypto_McKenna 2025-10-16T04:37Z 101.7K followers, 3602 engagements
"SPX remains moderately overextended but the lows should be formed this week or next. FEDwatch pricing in another XX bps cut in October FOMC. CPI and PCE towards EOM"
X Link @Crypto_McKenna 2025-10-13T05:10Z 101.6K followers, 4135 engagements
"We are in a unique moment in time where several variables that drive asset appreciation are aligning: FED has signalled monetary easing with XX bps of expected rate cuts by end of 2025 The U.S. continues to run a XXX% fiscal deficit The current rally since the tariff selloff has so far been hated with many investors being reluctant to allocate to risk AI is dominating the narrative and creating a speculative frenzy that may be akin to the Dotcom bubble We have alignment in monetary policy fiscal policy and a market driven narrative to drive up the MAG7 and most importantly inflation hedges"
X Link @Crypto_McKenna 2025-10-07T13:23Z 101.7K followers, 16.9K engagements
"Bearish market structure break at $XXXX $XPL"
X Link @Crypto_McKenna 2025-10-06T21:13Z 101.6K followers, 15.6K engagements
"They wiped out perp traders before a parabolic alt season. Brutal"
X Link @Crypto_McKenna 2025-10-12T20:11Z 101.7K followers, 155.9K engagements
"$HYPE once again looking positive after it's MS breakdown. Seen a -XX% drawdown from the local highs. Reclaimed the swing low level of $XX. If this level holds don't see why we wouldn't continue the grand higher. Think allocating in the low 30s was deep value"
X Link @Crypto_McKenna 2025-10-14T00:15Z 101.7K followers, 10.6K engagements
"You have a $305M TWAP into HYPE coming in November post Hyperliquid Strategies Inc completing their final close and an Assistance Fund purchasing on average $100M per month based on last 30D rolling revenue. $405M of HYPE is going to be taken off the market forever. Hyperliquid"
X Link @Crypto_McKenna 2025-10-09T22:14Z 101.7K followers, 20.5K engagements
"Our next report is going to focus on our portfolio company Dinari and outline our larger thesis for the coming growth we expect for the direct tokenisation 1:1 backed of U.S. equities and EFTs. As shown below the S&P Digital Markets XX index is leveraging Dinari's tokenisation technology to tokenise the XX crypto equities within the Index. Outside of stablecoins the tokenisation of securities is the other growth trend that I believe is going to dominate for the next decade"
X Link @Crypto_McKenna 2025-10-15T05:42Z 101.7K followers, 14K engagements
"If BTC is breaking ATHs and we have XX bps of rate cuts throughout Q4 then I think you want to be long atleast one meme. I have to go with the OG of this cycle"
X Link @Crypto_McKenna 2025-10-06T22:32Z 101.7K followers, 18.9K engagements
"Grand Rising Thank you all for the kind comments on the Hyperliquid report will aim to ship these types of reports both our growth investment focused liquid positions and our venture backed portfolio companies. Many people think Arete Capital is a liquid fund for some reason this is incorrect. We are a venture-liquid hybrid fund and we are very keen on deploying between seed and series A across Institutional DeFi RWAs Stablecoins and DePIN. If you are raising and would like a report similar to what we have done for Hyperliquid don't hesitate to reach out"
X Link @Crypto_McKenna 2025-10-15T01:27Z 101.7K followers, 10.3K engagements
"Maple Finance's end of 2025 target was to reach $5Bn TVL. We are now $370M away away from the target. It has been a pleasure backing the Maple Finance team since we first began to pay attention at $400M TVL the level of scaling in 2025 has been unprecedented. $SYRUP is the perfect candidate for DeFi focused growth investing: Back stellar team with strong execution capability Dominates their respective vertical Clear path to rapid scaling focused on Institutional adoption Cashflow positive and directing value back to their token Now the largest asset manager on-chain. Each overextension in"
X Link @Crypto_McKenna 2025-10-06T21:27Z 101.7K followers, 13.3K engagements
"You can see here just how severe this OI wipe was on Hyperliquid from $15.1Bn to $6.34Bn. Total liquidations in aggregate at $1.2Bn still 4.89Bn in USDC sitting on HyperCore irrespective. $HYPE"
X Link @Crypto_McKenna 2025-10-13T04:56Z 101.7K followers, 11.4K engagements
"The Bitcoin catch up trade to Gold is inevitable and once market conditions find an equilibrium over the coming weeks I believe the next 6-9 months is going to be incredibly positive. This will be mania that really does coincide with a market top"
X Link @Crypto_McKenna 2025-10-15T11:28Z 101.7K followers, 7082 engagements
"Incredibly optimistic on Maple Finance over the next X months. Seen a long period of consolidation after it's initial run and TVL has doubled since that time. Plasma is providing strong tailwinds w/ syrupUSDT growth and if syrupUSDT is listed on AAVE's V3 instance on Plasma as collateral then the leveraged looping flywheel will take off. Equally true for syrupUSDC on AAVE's V3 Etherem instance. This means much more capital for over collateralised loans for Maple's Institutional borrowers which is only growing in size w/ $1.6Bn loans at this moment outstanding. Maple Finance is a billion"
X Link @Crypto_McKenna 2025-10-08T20:00Z 101.6K followers, 27.8K engagements
"OE score combination of historical percentiles 1W XX SMA deviations rate of change of deviations and volume. Tops/Bottoms have high volume executed so couple that in with where you sit in the percentile then gives some fairly decent way to see extremities. Fairly accurate picture"
X Link @Crypto_McKenna 2025-10-15T13:14Z 101.7K followers, 3412 engagements
"I have been doing some reflection on the liquidation cascade and a few things concern me providing headwinds: Significant wipe in OI across DEX and CEX platforms with large sums of capital being lost. Occurred whilst BTC was trading at ATHs where significant sell-side pressure exists above $120K Results in a lack of demand for speculation and borrow demand. The above directly effects fundamentals of assets that benefit from this. Price and fundamentals deeply coupled hence we could say August with a high degree of certainty was the peak of speculation. U.S. equities were incredibly"
X Link @Crypto_McKenna 2025-10-11T20:22Z 101.6K followers, 27.3K engagements
"Some important notes on Maple Finance and how it performed in the market crash: Loan book fully overcollateralised. Zero liquidations and zero losses. Margin calls for a few Institutional borrowers but collateral was posted to avoid liquidation. Highlights Maple's underlying risk management process when it comes to Institutional onboarding. Majority of loans are using BTC as collateral and many loans using other assets were swapped to BTC improving loan book quality. Utilisation remains unchanged meaning borrower demand still exists despite selloff. Solid work"
X Link @Crypto_McKenna 2025-10-15T05:10Z 101.7K followers, 3060 engagements
"Think we are in the process of forming a bottom and will take 40-60 days to establish.All price action across this interval is designed to make you sell. Mid November we should begin looking constructive and have a positive December and Q1 26"
X Link @Crypto_McKenna 2025-10-16T04:59Z 101.7K followers, 2951 engagements
"Maple Finance's syrupUSDT since deploying on Plasma has went from $156M to $856M in TVL in a matter of weeks with now $250M loans outstanding. By the end of 2025 expect syrupUSDT to be $2Bn in TVL with a $500M-1Bn outstanding loan book size. $SYRUP"
X Link @Crypto_McKenna 2025-10-07T13:36Z 101.7K followers, 16.1K engagements
"Too many people are still caught up in the notion of cycles. Cycles absolutely exist but they are more relevant to macro rather than crypto itself. You have permission to get defensive when growth and inflation begin to peak. But the notion of a X year cycle driven by BTC is over. Melt up whilst they attempt to outgrow the debt. An inevitable crash down follows this"
X Link @Crypto_McKenna 2025-10-06T22:23Z 101.6K followers, 12.9K engagements
"Note they are not going to execute the full $305M in a single purchase across a single month. But all HYPE bought is taken away from the supply forever. Then you have people like Cathie Wood who will be aping into PURR mNAV increase raise cash to buy HYPE all whilst the Assistance fund keeps chugging along. Insane flywheel"
X Link @Crypto_McKenna 2025-10-09T22:40Z 101.7K followers, 4043 engagements
"I think we get a period of low volatility until mid October then everything begins to re-price accordingly after Trumps comments on tariffs and potential lows in equities being formed. Leverage wipeouts this severe are actually the safest place to allocate despite emotions people feel"
X Link @Crypto_McKenna 2025-10-13T05:08Z 101.7K followers, 13.6K engagements
"Probably wise to also post counter points to this. 1W BTC is exhibiting bearish divergences and has now done so twice. I think you want to watch price action very closely here. If the $107k lows break think this would increase the probability of a larger drawdown than we have already seen somewhere between $95-80k. Have this Soros quote stuck in my head: 'When a long-term trend loses momentum short-term volatility tends to rise. The trend following crowd becomes disorientated.'"
X Link @Crypto_McKenna 2025-10-14T10:58Z 101.7K followers, 22.2K engagements
"Have been doing some thinking regarding the US-China trade war escalation and think we are approaching a point where we can set the stage for a deal to be made between the two Nation States. Trump announces XXX% tariffs on all Chinese exports by Nov 1st. In retaliation China tightens scrutiny of rare earth magnets export licenses. The above is critical of U.S. defensive and automotive industries. The XXX% tariff on all exports is beautiful as it's completely unreasonable and pushes China to the table. Xi-Trump meeting expected to be held in South Korea late October. Bessent clear on the"
X Link @Crypto_McKenna 2025-10-14T08:50Z 101.7K followers, 7495 engagements
"Despite the OI flush Hyperliquid continues to consistently earn $3M in revenue per day. Based on the last 30D it's annualising $1.24Bn in revenue. Now HIP-3 is live we will see a new traditional market become tradeable every XX hours"
X Link @Crypto_McKenna 2025-10-14T07:28Z 101.7K followers, 10.8K engagements
"Tron currently has $77Bn in stablecoins and it's inevitable stablecoin optimised chains like Plasma will flip it"
X Link @Crypto_McKenna 2025-10-08T21:53Z 101.6K followers, 5339 engagements
"Bitcoin in my opinion is going to remain range bound for awhile. Range being $123-109K with sideways consolidation as the 1W XX SMA moves up. The longer we remain range bound the harder this is going to rip. My controversial thesis is that 2026 especially the first half is going to be incredible for risk performance and after theAlt carnage we are setting up for some hug swings. If those range lows refuse to give with continual absorption as main overextension indicators move and become neutral then this is where I think Bitcoin really outperforms gold. $BTC"
X Link @Crypto_McKenna 2025-10-14T08:14Z 101.7K followers, 31.3K engagements
"Plasma new all time high in Stablecoin Supply now reaching $6.3Bn making it the 5th largest chain for stablecoins. Trillions $XPL"
X Link @Crypto_McKenna 2025-10-08T21:52Z 101.7K followers, 97.9K engagements
"The beauty of Anthropic is you can become a quant without the need to be autistically locked in coding for XX hours a day. I have indicator idea for a systematic framework I input said idea into claude and I iterate until I get what I want. What would have taken hours now takes 10-20 mins"
X Link @Crypto_McKenna 2025-10-15T12:33Z 101.7K followers, 53.9K engagements
"Beginning to see some meaningful spot volume here on $XPL with orderbooks defending $XXXX and below"
X Link @Crypto_McKenna 2025-10-07T12:54Z 101.6K followers, 10.6K engagements
"The liquid side specifically is spot only (see why we did this based on reason market conditions) and open to discounted OTC deals plus can build additional exposure directly through secondary purchases. Eg we executed a strategic OTC with Maple Finance and continued to add to our position as our conviction grew over time. Welcome to reach out based on these types of opportunities aswell"
X Link @Crypto_McKenna 2025-10-15T01:30Z 101.7K followers, 2569 engagements
"Maple Finance is one of the few assets that has completely reclaimed it's pre liquidation cascade price. Seeing an early trend shift back to a bull trend based on my Ichimoku trend score indicator plus breaking above the downwards trendline. Fundamentals have never been stronger. $SYRUP"
X Link @Crypto_McKenna 2025-10-15T04:46Z 101.7K followers, 13.4K engagements