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# ![@ministryofdefi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1539177369659125760.png) @ministryofdefi MinistryOfDeFi.eth (πŸ™ˆ,πŸ™‰)

MinistryOfDeFi.eth (πŸ™ˆ,πŸ™‰) posts on X about $btc, liquidity, crypto, $mstr the most. They currently have [-------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1539177369659125760/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539177369659125760/c:line/m:interactions.svg)

- [--] Week [-----] +2,675%
- [--] Months [-----] +289%
- [--] Year [-----] +190%

### Mentions: [--] [#](/creator/twitter::1539177369659125760/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539177369659125760/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::1539177369659125760/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539177369659125760/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Months [---] +2.50%
- [--] Year [---] +0.38%

### CreatorRank: [---------] [#](/creator/twitter::1539177369659125760/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539177369659125760/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [exchanges](/list/exchanges)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies) 

**Social topic influence**
[$btc](/topic/$btc), [liquidity](/topic/liquidity), [crypto](/topic/crypto), [$mstr](/topic/$mstr), [bitcoin](/topic/bitcoin), [hashrate](/topic/hashrate), [miners](/topic/miners), [ethereum](/topic/ethereum), [coinbase](/topic/coinbase), [super bowl](/topic/super-bowl)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [Ethereum (ETH)](/topic/ethereum) [Coinbase Global Inc. (COIN)](/topic/coinbase) [XSGD (XSGD)](/topic/xsgd) [DOPEX (DPX)](/topic/dopex) [Global Commercial Business (GCB)](/topic/$gcb) [Solana (SOL)](/topic/solana) [Solanium (SLIM)](/topic/solanium) [Flow (FLOW)](/topic/$flow) [USDC (USDC)](/topic/usdc) [Polygon Ecosystem Token (POL)](/topic/$pol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Jadenonclouds @cryptohayesai @daosdotfun how traumatized are we to think that everything has an 'insider play'. LET IT RIP $hAIyez πŸš€"  
[X Link](https://x.com/ministryofdefi/status/1867580553584947588)  2024-12-13T14:41Z [---] followers, [---] engagements


"P.S. Im still using StraitsX at my own risk since the news in Nov Until $XSGD has more applications theres really not many options"  
[X Link](https://x.com/ministryofdefi/status/1609867773626417157)  2023-01-02T11:02Z [---] followers, [--] engagements


"good job mr dopex πŸ’Ž always excited to see options being more adopted on #defi We're pleased to announce that we've completely reworked our documentation into a more updated and enjoyable format. We hope these will make our products easier to grasp. You can access the updated documentation at: https://t.co/eovmiBrnTR We're pleased to announce that we've completely reworked our documentation into a more updated and enjoyable format. We hope these will make our products easier to grasp. You can access the updated documentation at: https://t.co/eovmiBrnTR"  
[X Link](https://x.com/ministryofdefi/status/1639653571682775044)  2023-03-25T15:40Z [---] followers, [---] engagements


"@wassielawyer @icunucmi lets help @zhusu get back his $GCB"  
[X Link](https://x.com/ministryofdefi/status/1644722513262559234)  2023-04-08T15:22Z [---] followers, [--] engagements


"@MaplestoryU @BoredApeYC @OthersideMeta S KPQ trackers @@@@"  
[X Link](https://x.com/ministryofdefi/status/1660972576892665858)  2023-05-23T11:34Z [---] followers, [--] engagements


"congrats @AndrewChoi5 - as a proud owner of @SuperNormal NFT Ive to say we have one of the best leaders in this industry paving the way for SuperNormal πŸŽ‰ Today we're featuring @SuperNormal the largest web3 metaverse brand in Korea. They've partnered with @SMTOWNGLOBAL to produce digital avatar collectibles and metaverse initiatives for K-pop fandom. Let's find out how @AndrewChoi5 & @zipcy88 built this empire in [---] years πŸ‘‡πŸ§΅ https://t.co/8zwzDlQVNl Today we're featuring @SuperNormal the largest web3 metaverse brand in Korea. They've partnered with @SMTOWNGLOBAL to produce digital avatar"  
[X Link](https://x.com/ministryofdefi/status/1683770593005674496)  2023-07-25T09:26Z [---] followers, [---] engagements


"@arcthecommunity @TerryCodes @solanium_io what a chad πŸ‘€ pushing ositivity"  
[X Link](https://x.com/ministryofdefi/status/1745850808632230087)  2024-01-12T16:50Z [---] followers, [--] engagements


"thank you @arcthecommunity ive lost count of all the goodies ive gotten from these folks 🫢🏻 is this the hidden alpha for holding Stellar #88 🧧🧧🧧"  
[X Link](https://x.com/ministryofdefi/status/1758525747403370686)  2024-02-16T16:16Z [---] followers, [---] engagements


"@ddskiwi Super Earth needs us 🫑"  
[X Link](https://x.com/ministryofdefi/status/1759786164809318752)  2024-02-20T03:44Z [---] followers, [--] engagements


"Solana meme coins We've gotchu $SOL $SWEEP launching on @solanium_io πŸš€ (as always DYOR - I may or may not be in it for the tech) πŸ“£ We are getting closer to the end of the $SWEEP sale Last DAY to send $SOL to: xFoXGwmBau9pn7NDwWxadLAgsHKy3Hw69JGGv1cUNuY Like + RT + Tag [--] Friends + drop SOL wallet for airdrop https://t.co/4ZhsPbjwf0 https://twitter.com/SweeperOnSolana/status/1778340014998323391 πŸ“£ We are getting closer to the end of the $SWEEP sale Last DAY to send $SOL to: xFoXGwmBau9pn7NDwWxadLAgsHKy3Hw69JGGv1cUNuY Like + RT + Tag [--] Friends + drop SOL wallet for airdrop"  
[X Link](https://x.com/ministryofdefi/status/1778340934385844627)  2024-04-11T08:34Z [---] followers, [---] engagements


"@Jadenonclouds ATH = All Time #hAIyez"  
[X Link](https://x.com/ministryofdefi/status/1867316094480134484)  2024-12-12T21:10Z [---] followers, [--] engagements


"@OraclerAI $ORACLER to the moon πŸš€ Dev please do something save us from the 🐻"  
[X Link](https://x.com/ministryofdefi/status/1898979642054410720)  2025-03-10T06:10Z [---] followers, [---] engagements


"Trump is intentionally throwing the US into a recession πŸ‘ŒπŸ» hammer the stubborn inflation we have seen for the past [--] years lower rates to issue the 7T in debt the fed needs to issue this year blame past administration and come in as the savior of the economy with expansionary policies Is there a possibility of going too far and not being able to reignite the economy If that does happen we better pray Mcdonalds is still around and hiring πŸ₯²"  
[X Link](https://x.com/ministryofdefi/status/1899163776034930904)  2025-03-10T18:21Z [---] followers, [---] engagements


"@OraclerAI @WatcherGuru probably temporary flight from fiat risk"  
[X Link](https://x.com/ministryofdefi/status/1919994425536925969)  2025-05-07T05:55Z [---] followers, [--] engagements


"@TheDeFinvestor @Rocket_Pool @stakewise_io @staderlabs @redactedcartel don't sleep on @IncrementFi and their stFLOW too DeFi protocols on @flow_blockchain to note: @booleanxyz @MetapierFlow @BloctoApp https://x.com/incrementfi/status/1580576626563170306 1/ SurpriseπŸ€―πŸŽ‰ Increment Liquid Staking Protocol (LSP) is now live on @flow_blockchain mainnet For the first time in history you can earn $flow staking rewards without locking funds. Check it here https://t.co/SPRCH9ftmy Features: a πŸ§΅πŸ‘‡ https://t.co/eUyQzlUn5Q https://x.com/incrementfi/status/1580576626563170306 1/ SurpriseπŸ€―πŸŽ‰ Increment"  
[X Link](https://x.com/ministryofdefi/status/1618529647515537408)  2023-01-26T08:41Z [---] followers, [---] engagements


"Im always searching for stablecoin yield (capital protection is king) Stable yields are compressing for a boring reason: being downstream of USD policies. But we are far from being done. An efficient market will always pay its fees. We just have to find the right structure"  
[X Link](https://x.com/ministryofdefi/status/2020030905860125175)  2026-02-07T07:04Z [---] followers, [--] engagements


"Firstly the obvious point: the macro floor has moved. When Treasury yields and funding curves soften the risk-free anchor for stablecoins drops first. On-chain yield is mostly rates + spread not magic nor rocket science just basic finance"  
[X Link](https://x.com/ministryofdefi/status/2020030919944618480)  2026-02-07T07:04Z [---] followers, [--] engagements


"Borrowers are already stepping back (no one should leverage hard in this economy). Liquidity providers will probably react soon. And the system reprices quietly. So the question shifts: If base stable yields are compressing where do we seek more yield w/o directional risk"  
[X Link](https://x.com/ministryofdefi/status/2020030948281315790)  2026-02-07T07:04Z [---] followers, [--] engagements


"We can actually do this with proper structuring. Avenue 1: cross-venue rate dispersion. Identical stablecoins earn different rates across money markets and DEX vaults. Rebalancing is operationally slow but spreads DO persist longer than you expect"  
[X Link](https://x.com/ministryofdefi/status/2020030966019027016)  2026-02-07T07:04Z [---] followers, [--] engagements


"USDC might earn 2% on one lending venue and 4% on another. Gaps persist because moving size requires bridging gas and compliance ops. Slow capital = durable spreads"  
[X Link](https://x.com/ministryofdefi/status/2020030980980195637)  2026-02-07T07:04Z [---] followers, [--] engagements


"Avenue 2: flow-driven liquidity. Stable pools serving CEX arbitrage or remittance corridors see steady volume. Even at low TVL fee APR stays positive because turnover is real. Usage incentives"  
[X Link](https://x.com/ministryofdefi/status/2020030990299893893)  2026-02-07T07:04Z [---] followers, [--] engagements


"Avenue 3: operational yield. (This avenue is more for founders) DeFi protocols who optimize rails and minimizing idle float often recover [-----] bps annually. No extra risk. Just better plumbing"  
[X Link](https://x.com/ministryofdefi/status/2020031019492180279)  2026-02-07T07:05Z [---] followers, [--] engagements


"Cross-Chain Treasury Management I have learnt/guided DeFi operators to: Hold liquidity on multiple L2s Route redemptions dynamically Pre-position capital We have seen more Ws predicting demand and avoiding emergency bridging. less bridge fees + delays +50bps"  
[X Link](https://x.com/ministryofdefi/status/2020031034226835866)  2026-02-07T07:05Z [---] followers, [--] engagements


"Float Optimization I have also watched small changes compound for CEX operators. Excess float T-bill laddering Redemption buffers liquid cash Dynamic rebalancing less idle capital Keeping only 57% in idle cash [---] bps. All from a better balance-sheet design"  
[X Link](https://x.com/ministryofdefi/status/2020031047464042652)  2026-02-07T07:05Z [---] followers, [--] engagements


"Is $MSTR just a leveraged $BTC bet TL;DR: $MSTR is a capital-markets machine that converts equity and debt into Bitcoin. Its a simple and potentially powerful machine but at the same time equally fragile"  
[X Link](https://x.com/ministryofdefi/status/2020385653809463315)  2026-02-08T06:34Z [---] followers, [--] engagements


"The engine worked when MSTR traded at a large premium to BTC NAV. Issue equity buy BTC premium holds repeat. That premium funded accumulation more than operating cash can ever achieve"  
[X Link](https://x.com/ministryofdefi/status/2020385656883802184)  2026-02-08T06:34Z [---] followers, [--] engagements


"But when the flywheel loses its torque we might be in for a ride. Recent stress test: that NAV premium has compressed toward 1x When the market stops overpaying for BTC exposure equity issuance becomes dilutive instead of accretive"  
[X Link](https://x.com/ministryofdefi/status/2020385659740119391)  2026-02-08T06:34Z [---] followers, [--] engagements


"This is a classic case of balance sheet working against its creator. Risk appetite has faded and now funding costs rise faster than asset values. $BTC premium  dilution  BTC/share  confidence  funding tightens"  
[X Link](https://x.com/ministryofdefi/status/2020385664005730707)  2026-02-08T06:34Z [---] followers, [--] engagements


"That said this exact structure cuts both ways. If $BTC enters a strong up-cycle $MSTR regains its premium. Equity becomes cheap capital again. In that regime @MicroStrategy wouldnt just be holding $BTC. It becomes a financial amplifier: $BTC up NAV up premium up"  
[X Link](https://x.com/ministryofdefi/status/2020385671211610207)  2026-02-08T06:34Z [---] followers, [--] engagements


"This is why opinions stay polarized. Bears see a stressed treasury model with shrinking funding capacity. Bulls see an embedded call option on BTC + capital markets reopening"  
[X Link](https://x.com/ministryofdefi/status/2020385674109792614)  2026-02-08T06:34Z [---] followers, [--] engagements


"@MicroStrategy isnt really a software company or a $BTC ETF. Its a balance-sheet design experiment. When liquidity is abundant it compounds fast. When it isnt it decays hard. Just keep in mind: liability structure matters as much as conviction"  
[X Link](https://x.com/ministryofdefi/status/2020385677301674015)  2026-02-08T06:34Z [---] followers, [--] engagements


"Lesson here: mining economics may be able to help us define regimes. High margin + rising hashrate trend-friendly. Low margin + falling hashrate late-cycle / capitulation risk. Regime context is super useful here"  
[X Link](https://x.com/ministryofdefi/status/2020913099843436838)  2026-02-09T17:30Z [---] followers, [--] engagements


"From a systems view $MSTR runs leveraged exposure funded by values which depended on belief. At peaks $MSTR MC traded at [---] BTC NAV while debt and claims kept rising. With premium compressing toward 1x beliefs weaken liabilities reprice and assets may soon follow"  
[X Link](https://x.com/ministryofdefi/status/2020385667524751849)  2026-02-08T06:34Z [---] followers, [--] engagements


"Public Research Log on @MicroStrategy (cont'd) In late [----] $MSTR built a $2.2B cash reserve. Enough to cover dividends interest and ops for [----] months. But let's further explore how Saylor deliberately engineer @MicroStrategy and their liabilities"  
[X Link](https://x.com/ministryofdefi/status/2020550404518322558)  2026-02-08T17:28Z [---] followers, [--] engagements


"Now $MSTR has traded near and at times below NAV (0.8x). Below NAV company's share value falls below the value of its bitcoin assets -- equity issuance is dilutive. Strategys leveraged Bitcoin story isnt broken but the market narrative is definitely on pause"  
[X Link](https://x.com/ministryofdefi/status/2020550409530814564)  2026-02-08T17:28Z [---] followers, [--] engagements


"Strategy is no longer using NAV premiums for resupplying $BTC buys. The plan now relies on defensible cash: the $2.2B reserve without selling $BTC. Not to mention $MSTR and its structural advantage has been eroded by direct BTC ETFs in capital markets"  
[X Link](https://x.com/ministryofdefi/status/2020550413011890667)  2026-02-08T17:28Z [---] followers, [--] engagements


"Bitcoin mining economics are mostly an energy system with a financial wrapper. Price matters. Hashrate matters. But electricity costs quietly anchor the whole stack. Read on to identify what I have been using as the soft floor of $BTC in my trading"  
[X Link](https://x.com/ministryofdefi/status/2020913070240104569)  2026-02-09T17:29Z [---] followers, [--] engagements


"Firstly we must understand that miners are price-takers on two markets. They sell $BTC. They buy power. When power gets expensive margins compress before price reacts"  
[X Link](https://x.com/ministryofdefi/status/2020913073188737346)  2026-02-09T17:29Z [---] followers, [--] engagements


"For large industrial miners electricity is often 4060% of operating cost. At scale a $0.01/kWh change can shift break-even by thousands of dollars per BTC. Small numbers compound"  
[X Link](https://x.com/ministryofdefi/status/2020913076522934597)  2026-02-09T17:29Z [---] followers, [--] engagements


"Also difficulty adjustment is a feedback controller. When margins fall inefficient miners shut down. Hashrate drops. Difficulty resets lower. Survivors regain profitability. This is automatic load-shedding"  
[X Link](https://x.com/ministryofdefi/status/2020913080386060539)  2026-02-09T17:29Z [---] followers, [--] engagements


"From a systems view Bitcoin is a distributed energy arbitrage network. Miners convert stranded or cheap power into hash. The protocol stabilizes around the marginal cost of production. However this is not done instantly"  
[X Link](https://x.com/ministryofdefi/status/2020913083263353052)  2026-02-09T17:30Z [---] followers, [--] engagements


"This creates a soft floor not a hard one. Historically $BTC often trades near or below estimated production cost during stress. In the recent slump $BTC actually fell below this soft floor i.e. electrical cost (red line in chart below)"  
[X Link](https://x.com/ministryofdefi/status/2020913092755079383)  2026-02-09T17:30Z [---] followers, [--] engagements


"With this knowledge its actually worthwhile to watch miner stress indicators. Hashrate drawdowns. Rising fees + falling margins. Public miner treasury sales. These often lead price bottoms"  
[X Link](https://x.com/ministryofdefi/status/2020913096487756021)  2026-02-09T17:30Z [---] followers, [--] engagements


"Design lesson: Bitcoins security model is tied to real-world costs. Energy anchors issuance. Difficulty absorbs shocks. Liquidity transmits stress. Its financial infrastructure backed by physics"  
[X Link](https://x.com/ministryofdefi/status/2020913102964076879)  2026-02-09T17:30Z [---] followers, [--] engagements


"Conclusion: perhaps $BTC isnt just digital scarcity. Its a self-adjusting energy-to-money machine. Still studying this as I accumulate $BTC but mining data remains one of the cleanest leading signals so far"  
[X Link](https://x.com/ministryofdefi/status/2020913106642464959)  2026-02-09T17:30Z [---] followers, [--] engagements


"Ethereum pausing the traditional L2 roadmap isnt a retreat. Its a recognition that the scaling bottleneck moved. With zk-proving and blobs the base layer itself is becoming more scalable than expected"  
[X Link](https://x.com/anyuser/status/2021153714845696429)  2026-02-10T09:26Z [---] followers, [--] engagements


"Going off tangent a little alt-L1s will also face a parallel problem. Low transaction revenue + high security costs = structural inflation. If fees dont scale token dilution fills the gap. This is not a growth model"  
[X Link](https://x.com/ministryofdefi/status/2021153818994450891)  2026-02-10T09:26Z [---] followers, [--] engagements


"That said in a scenario of extreme scalability we may still need L2s. Global payments gaming social and high-frequency apps wont live on L1. Specialized rollups will be able to dominate these niches"  
[X Link](https://x.com/ministryofdefi/status/2021153827626307727)  2026-02-10T09:26Z [---] followers, [--] engagements


"Cryptos big moment in traditional ads is shrinking. Four years after the multi-brand Crypto Bowl this years Super Bowl had only one crypto ad from Coinbase. Thats a far cry from 2022s QR-code frenzy and celebrity blitz"  
[X Link](https://x.com/anyuser/status/2021504119983464902)  2026-02-11T08:38Z [---] followers, [--] engagements


"Coinbases [----] spot skipped promos & QR codes. Instead it leaned into karaoke joy with lyrics from a nostalgic songturning a massive audience into participants not shoppers. This suggests brand presence over direct acquisition. And heres why"  
[X Link](https://x.com/ministryofdefi/status/2021504123317993837)  2026-02-11T08:38Z [---] followers, [--] engagements


"The MrBeastStep deal is the real signal. Gen Z finance is moving toward creator-led identity-first distribution. Trust and culture now precede utility. Cryptos shift to emotional branding isnt soft. Its adapting to this new adoption stack. https://techcrunch.com/2026/02/09/mrbeasts-company-buys-gen-z-focused-fintech-app-step/ https://techcrunch.com/2026/02/09/mrbeasts-company-buys-gen-z-focused-fintech-app-step/"  
[X Link](https://x.com/ministryofdefi/status/2021504136647410165)  2026-02-11T08:38Z [---] followers, [--] engagements


"So what is working for this cohort πŸ‘‰ Relatable narratives over direct calls to action πŸ‘‰ Social proof via creators not celebrities paid for placement πŸ‘‰ Interactive or gamified financial experiences πŸ‘‰ Tools that feel empowering not salesy"  
[X Link](https://x.com/ministryofdefi/status/2021504140208472465)  2026-02-11T08:38Z [---] followers, [--] engagements


"Practical playbook for crypto marketing: Creator-led narratives (real usage stories) Interactive experiences (AMA) Utility-first content (explainers that solve a problem) Community rituals (inside jokes shared language) Micro-engagement networks (X/Discord)"  
[X Link](https://x.com/ministryofdefi/status/2021504147053564354)  2026-02-11T08:38Z [---] followers, [--] engagements


"The overarching lesson: reach resonance. Super Bowl screens build awareness. Gen Z participation builds affinity and activation. Smart crypto marketing bridges the two"  
[X Link](https://x.com/anyuser/status/2021504149926576173)  2026-02-11T08:38Z [---] followers, [--] engagements


"Nothing weird is happening per se. A large seller + market structure = distorted signals. I think @EmperorBTC has made a clear point on this matter as well. https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious Market Mechanics Explained (Not Conspiracy Just Facts) Something WEIRD is happening right now and most people are reading it wrong. Here's what we're seeing: Funding rates is still positive. But we don't see new Longs being added. Open going Interest https://t.co/hSPXD71yrE https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious"  
[X Link](https://x.com/ministryofdefi/status/2022116752663208434)  2026-02-13T01:12Z [---] followers, [--] engagements


"This is visible in market signals. Generic L2 tokens have struggled to justify long-term value. Fee revenue is thin. Differentiation is weak. Beyond poor market conditions investors may have been repricing that risk"  
[X Link](https://x.com/ministryofdefi/status/2021153808588382324)  2026-02-10T09:26Z [---] followers, [--] engagements


"Meanwhile some L2s still make sense. Corporate chains (payments exchanges brokers) like @base need control. Privacy-focused rollups like @aztecnetwork offer unique utility. These arent just scaling layers. Theyre products. We must keep this distinction in mind"  
[X Link](https://x.com/ministryofdefi/status/2021153813617316350)  2026-02-10T09:26Z [---] followers, [--] engagements


"@artemis Worth sanity-checking the comparison. EtherFis $256 ARPU looks great largely because the base is 21k funded users. Wise does $83 ARPU across 13.4m users. Small-n high-intent crypto users scaled fintech consumers. Different stage different denominator"  
[X Link](https://x.com/ministryofdefi/status/2021205266868625769)  2026-02-10T12:51Z [---] followers, [--] engagements


"strange things are happening. Funding is positive + open interest is up BUT price is on a downtrend. New longs arent simply coming in and that got me thinking - is this a microstructure signal of size exiting quietly in this market"  
[X Link](https://x.com/anyuser/status/2022116740000563302)  2026-02-13T01:12Z [---] followers, [--] engagements


"funding reflects perp vs spot not bullishness. When perpetuals trade above spot longs pay shorts. This means that funding can turn positive even when sentiment is weak. Its a pricing gap not a vote"  
[X Link](https://x.com/ministryofdefi/status/2022116742273917067)  2026-02-13T01:12Z [---] followers, [--] engagements


"Trading implication: Positive funding bullish regime. Rising OI + falling spot = distribution risk. For traders we must always check where pressure originates. Flow indicators. Most chart-based narratives miss this"  
[X Link](https://x.com/anyuser/status/2022116750599520594)  2026-02-13T01:12Z [---] followers, [--] engagements


"@reisnertobias [----] revenue still grew year-over-year Coinbase reported $7.18B in total revenue in [----] up 9% vs [----] despite market headwinds and lower trading volumes. FWIW comparing a high-beta trading venue that monetizes peak volatility with a regulated infrastructure is kinda wild"  
[X Link](https://x.com/ministryofdefi/status/2022179899654701229)  2026-02-13T05:23Z [---] followers, [---] engagements


"@edwardmorra_btc Polymarket did drive fees to Polygon (recent 15-min markets helped generate $1.7M+ in chain fees this year) But this was just gas not protocol revenue sharing Polymarkets model was unfortunately not structured to accrue economic value for $POL so usage == token value"  
[X Link](https://x.com/ministryofdefi/status/2023010022176039382)  2026-02-15T12:22Z [---] followers, [---] engagements


"Back online after touching grass. Using X as a public research log. Itll probably be boring (thats intentional). Topics: settlement on/off-chain liquidity incentives compliance rails Follow to stay abreast with my notes experiments and most importantly slow thinking"  
[X Link](https://x.com/anyuser/status/2020018537864262077)  2026-02-07T06:15Z [---] followers, [--] engagements


"Ceteris notes that tech alone doesn't cut it for L1s anymore. "If Monad went live three years ago it would be trading much higher based on the story and the tech. Now the reaction is cool you built a performant decentralized EVM chain but where are your apps""  
[X Link](https://x.com/anyuser/status/2022848343547015411)  2026-02-15T01:40Z 219.2K followers, [----] engagements


"strange things are happening. Funding is positive + open interest is up BUT price is on a downtrend. New longs arent simply coming in and that got me thinking - is this a microstructure signal of size exiting quietly in this market"  
[X Link](https://x.com/anyuser/status/2022116740000563302)  2026-02-13T01:12Z [---] followers, [--] engagements


"Trading implication: Positive funding bullish regime. Rising OI + falling spot = distribution risk. For traders we must always check where pressure originates. Flow indicators. Most chart-based narratives miss this"  
[X Link](https://x.com/anyuser/status/2022116750599520594)  2026-02-13T01:12Z [---] followers, [--] engagements


"Nothing weird is happening per se. A large seller + market structure = distorted signals. I think @EmperorBTC has made a clear point on this matter as well. https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious Market Mechanics Explained (Not Conspiracy Just Facts) Something WEIRD is happening right now and most people are reading it wrong. Here's what we're seeing: Funding rates is still positive. But we don't see new Longs being added. Open going Interest https://t.co/hSPXD71yrE https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious"  
[X Link](https://x.com/ministryofdefi/status/2022116752663208434)  2026-02-13T01:12Z [---] followers, [--] engagements


"🚨READ THIS - Suspicious Market Mechanics Explained (Not Conspiracy Just Facts) Something WEIRD is happening right now and most people are reading it wrong. Here's what we're seeing: Funding rates is still positive. But we don't see new Longs being added. Open going Interest is up. Price is down. So maybe many shorts being added. But why is funding still positive This feels like a dislocation in logic. The Mystery: Normally when funding and OI pump together it means new longs are flooding in. But here's the thing - LONGS AREN'T REALLY BEING ADDED. So why is funding still positive Because"  
[X Link](https://x.com/anyuser/status/2019678784375624139)  2026-02-06T07:45Z 442.3K followers, 74.6K engagements


"HUGE: CFTC announces a 35-member Innovation Advisory Committee which includes CEOs from Coinbase Polymarket Ripple Kraken Gemini Chainlink Labs and Robinhood"  
[X Link](https://x.com/anyuser/status/2022091087259619392)  2026-02-12T23:30Z 2.9M followers, 53.9K engagements


"Cryptos big moment in traditional ads is shrinking. Four years after the multi-brand Crypto Bowl this years Super Bowl had only one crypto ad from Coinbase. Thats a far cry from 2022s QR-code frenzy and celebrity blitz"  
[X Link](https://x.com/anyuser/status/2021504119983464902)  2026-02-11T08:38Z [---] followers, [--] engagements


"Practical playbook for crypto marketing: Creator-led narratives (real usage stories) Interactive experiences (AMA) Utility-first content (explainers that solve a problem) Community rituals (inside jokes shared language) Micro-engagement networks (X/Discord)"  
[X Link](https://x.com/ministryofdefi/status/2021504147053564354)  2026-02-11T08:38Z [---] followers, [--] engagements


"The overarching lesson: reach resonance. Super Bowl screens build awareness. Gen Z participation builds affinity and activation. Smart crypto marketing bridges the two"  
[X Link](https://x.com/anyuser/status/2021504149926576173)  2026-02-11T08:38Z [---] followers, [--] engagements


"Ethereum pausing the traditional L2 roadmap isnt a retreat. Its a recognition that the scaling bottleneck moved. With zk-proving and blobs the base layer itself is becoming more scalable than expected"  
[X Link](https://x.com/anyuser/status/2021153714845696429)  2026-02-10T09:26Z [---] followers, [--] engagements


"From a systems view this is a control problem. Ethereum is tightening the core loop (settlement + liquidity + proofs). Peripheral layers must now justify their existence with distinct functions. Keep an eye out for Composability + Liquidity hubs in the long run"  
[X Link](https://x.com/anyuser/status/2021153857204633688)  2026-02-10T09:26Z [---] followers, [--] engagements


"Ethereum didnt abandon L2s. It reduced how many are economically necessary. Mainnet handles moderate scale. L2s handle extremes and special cases. Everything in between is being repriced. My take: architecture will drive valuation more than narratives as we mature"  
[X Link](https://x.com/anyuser/status/2021153863684727032)  2026-02-10T09:26Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@ministryofdefi Avatar @ministryofdefi MinistryOfDeFi.eth (πŸ™ˆ,πŸ™‰)

MinistryOfDeFi.eth (πŸ™ˆ,πŸ™‰) posts on X about $btc, liquidity, crypto, $mstr the most. They currently have [-------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-----] +2,675%
  • [--] Months [-----] +289%
  • [--] Year [-----] +190%

Mentions: [--] #

Mentions Line Chart

Followers: [-------] #

Followers Line Chart

  • [--] Week [---] no change
  • [--] Months [---] +2.50%
  • [--] Year [---] +0.38%

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CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies finance stocks exchanges technology brands countries automotive brands currencies

Social topic influence $btc, liquidity, crypto, $mstr, bitcoin, hashrate, miners, ethereum, coinbase, super bowl

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Ethereum (ETH) Coinbase Global Inc. (COIN) XSGD (XSGD) DOPEX (DPX) Global Commercial Business (GCB) Solana (SOL) Solanium (SLIM) Flow (FLOW) USDC (USDC) Polygon Ecosystem Token (POL)

Top Social Posts

Top posts by engagements in the last [--] hours

"@Jadenonclouds @cryptohayesai @daosdotfun how traumatized are we to think that everything has an 'insider play'. LET IT RIP $hAIyez πŸš€"
X Link 2024-12-13T14:41Z [---] followers, [---] engagements

"P.S. Im still using StraitsX at my own risk since the news in Nov Until $XSGD has more applications theres really not many options"
X Link 2023-01-02T11:02Z [---] followers, [--] engagements

"good job mr dopex πŸ’Ž always excited to see options being more adopted on #defi We're pleased to announce that we've completely reworked our documentation into a more updated and enjoyable format. We hope these will make our products easier to grasp. You can access the updated documentation at: https://t.co/eovmiBrnTR We're pleased to announce that we've completely reworked our documentation into a more updated and enjoyable format. We hope these will make our products easier to grasp. You can access the updated documentation at: https://t.co/eovmiBrnTR"
X Link 2023-03-25T15:40Z [---] followers, [---] engagements

"@wassielawyer @icunucmi lets help @zhusu get back his $GCB"
X Link 2023-04-08T15:22Z [---] followers, [--] engagements

"@MaplestoryU @BoredApeYC @OthersideMeta S KPQ trackers @@@@"
X Link 2023-05-23T11:34Z [---] followers, [--] engagements

"congrats @AndrewChoi5 - as a proud owner of @SuperNormal NFT Ive to say we have one of the best leaders in this industry paving the way for SuperNormal πŸŽ‰ Today we're featuring @SuperNormal the largest web3 metaverse brand in Korea. They've partnered with @SMTOWNGLOBAL to produce digital avatar collectibles and metaverse initiatives for K-pop fandom. Let's find out how @AndrewChoi5 & @zipcy88 built this empire in [---] years πŸ‘‡πŸ§΅ https://t.co/8zwzDlQVNl Today we're featuring @SuperNormal the largest web3 metaverse brand in Korea. They've partnered with @SMTOWNGLOBAL to produce digital avatar"
X Link 2023-07-25T09:26Z [---] followers, [---] engagements

"@arcthecommunity @TerryCodes @solanium_io what a chad πŸ‘€ pushing ositivity"
X Link 2024-01-12T16:50Z [---] followers, [--] engagements

"thank you @arcthecommunity ive lost count of all the goodies ive gotten from these folks 🫢🏻 is this the hidden alpha for holding Stellar #88 🧧🧧🧧"
X Link 2024-02-16T16:16Z [---] followers, [---] engagements

"@ddskiwi Super Earth needs us 🫑"
X Link 2024-02-20T03:44Z [---] followers, [--] engagements

"Solana meme coins We've gotchu $SOL $SWEEP launching on @solanium_io πŸš€ (as always DYOR - I may or may not be in it for the tech) πŸ“£ We are getting closer to the end of the $SWEEP sale Last DAY to send $SOL to: xFoXGwmBau9pn7NDwWxadLAgsHKy3Hw69JGGv1cUNuY Like + RT + Tag [--] Friends + drop SOL wallet for airdrop https://t.co/4ZhsPbjwf0 https://twitter.com/SweeperOnSolana/status/1778340014998323391 πŸ“£ We are getting closer to the end of the $SWEEP sale Last DAY to send $SOL to: xFoXGwmBau9pn7NDwWxadLAgsHKy3Hw69JGGv1cUNuY Like + RT + Tag [--] Friends + drop SOL wallet for airdrop"
X Link 2024-04-11T08:34Z [---] followers, [---] engagements

"@Jadenonclouds ATH = All Time #hAIyez"
X Link 2024-12-12T21:10Z [---] followers, [--] engagements

"@OraclerAI $ORACLER to the moon πŸš€ Dev please do something save us from the 🐻"
X Link 2025-03-10T06:10Z [---] followers, [---] engagements

"Trump is intentionally throwing the US into a recession πŸ‘ŒπŸ» hammer the stubborn inflation we have seen for the past [--] years lower rates to issue the 7T in debt the fed needs to issue this year blame past administration and come in as the savior of the economy with expansionary policies Is there a possibility of going too far and not being able to reignite the economy If that does happen we better pray Mcdonalds is still around and hiring πŸ₯²"
X Link 2025-03-10T18:21Z [---] followers, [---] engagements

"@OraclerAI @WatcherGuru probably temporary flight from fiat risk"
X Link 2025-05-07T05:55Z [---] followers, [--] engagements

"@TheDeFinvestor @Rocket_Pool @stakewise_io @staderlabs @redactedcartel don't sleep on @IncrementFi and their stFLOW too DeFi protocols on @flow_blockchain to note: @booleanxyz @MetapierFlow @BloctoApp https://x.com/incrementfi/status/1580576626563170306 1/ SurpriseπŸ€―πŸŽ‰ Increment Liquid Staking Protocol (LSP) is now live on @flow_blockchain mainnet For the first time in history you can earn $flow staking rewards without locking funds. Check it here https://t.co/SPRCH9ftmy Features: a πŸ§΅πŸ‘‡ https://t.co/eUyQzlUn5Q https://x.com/incrementfi/status/1580576626563170306 1/ SurpriseπŸ€―πŸŽ‰ Increment"
X Link 2023-01-26T08:41Z [---] followers, [---] engagements

"Im always searching for stablecoin yield (capital protection is king) Stable yields are compressing for a boring reason: being downstream of USD policies. But we are far from being done. An efficient market will always pay its fees. We just have to find the right structure"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"Firstly the obvious point: the macro floor has moved. When Treasury yields and funding curves soften the risk-free anchor for stablecoins drops first. On-chain yield is mostly rates + spread not magic nor rocket science just basic finance"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"Borrowers are already stepping back (no one should leverage hard in this economy). Liquidity providers will probably react soon. And the system reprices quietly. So the question shifts: If base stable yields are compressing where do we seek more yield w/o directional risk"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"We can actually do this with proper structuring. Avenue 1: cross-venue rate dispersion. Identical stablecoins earn different rates across money markets and DEX vaults. Rebalancing is operationally slow but spreads DO persist longer than you expect"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"USDC might earn 2% on one lending venue and 4% on another. Gaps persist because moving size requires bridging gas and compliance ops. Slow capital = durable spreads"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"Avenue 2: flow-driven liquidity. Stable pools serving CEX arbitrage or remittance corridors see steady volume. Even at low TVL fee APR stays positive because turnover is real. Usage incentives"
X Link 2026-02-07T07:04Z [---] followers, [--] engagements

"Avenue 3: operational yield. (This avenue is more for founders) DeFi protocols who optimize rails and minimizing idle float often recover [-----] bps annually. No extra risk. Just better plumbing"
X Link 2026-02-07T07:05Z [---] followers, [--] engagements

"Cross-Chain Treasury Management I have learnt/guided DeFi operators to: Hold liquidity on multiple L2s Route redemptions dynamically Pre-position capital We have seen more Ws predicting demand and avoiding emergency bridging. less bridge fees + delays +50bps"
X Link 2026-02-07T07:05Z [---] followers, [--] engagements

"Float Optimization I have also watched small changes compound for CEX operators. Excess float T-bill laddering Redemption buffers liquid cash Dynamic rebalancing less idle capital Keeping only 57% in idle cash [---] bps. All from a better balance-sheet design"
X Link 2026-02-07T07:05Z [---] followers, [--] engagements

"Is $MSTR just a leveraged $BTC bet TL;DR: $MSTR is a capital-markets machine that converts equity and debt into Bitcoin. Its a simple and potentially powerful machine but at the same time equally fragile"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"The engine worked when MSTR traded at a large premium to BTC NAV. Issue equity buy BTC premium holds repeat. That premium funded accumulation more than operating cash can ever achieve"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"But when the flywheel loses its torque we might be in for a ride. Recent stress test: that NAV premium has compressed toward 1x When the market stops overpaying for BTC exposure equity issuance becomes dilutive instead of accretive"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"This is a classic case of balance sheet working against its creator. Risk appetite has faded and now funding costs rise faster than asset values. $BTC premium dilution BTC/share confidence funding tightens"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"That said this exact structure cuts both ways. If $BTC enters a strong up-cycle $MSTR regains its premium. Equity becomes cheap capital again. In that regime @MicroStrategy wouldnt just be holding $BTC. It becomes a financial amplifier: $BTC up NAV up premium up"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"This is why opinions stay polarized. Bears see a stressed treasury model with shrinking funding capacity. Bulls see an embedded call option on BTC + capital markets reopening"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"@MicroStrategy isnt really a software company or a $BTC ETF. Its a balance-sheet design experiment. When liquidity is abundant it compounds fast. When it isnt it decays hard. Just keep in mind: liability structure matters as much as conviction"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"Lesson here: mining economics may be able to help us define regimes. High margin + rising hashrate trend-friendly. Low margin + falling hashrate late-cycle / capitulation risk. Regime context is super useful here"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"From a systems view $MSTR runs leveraged exposure funded by values which depended on belief. At peaks $MSTR MC traded at [---] BTC NAV while debt and claims kept rising. With premium compressing toward 1x beliefs weaken liabilities reprice and assets may soon follow"
X Link 2026-02-08T06:34Z [---] followers, [--] engagements

"Public Research Log on @MicroStrategy (cont'd) In late [----] $MSTR built a $2.2B cash reserve. Enough to cover dividends interest and ops for [----] months. But let's further explore how Saylor deliberately engineer @MicroStrategy and their liabilities"
X Link 2026-02-08T17:28Z [---] followers, [--] engagements

"Now $MSTR has traded near and at times below NAV (0.8x). Below NAV company's share value falls below the value of its bitcoin assets -- equity issuance is dilutive. Strategys leveraged Bitcoin story isnt broken but the market narrative is definitely on pause"
X Link 2026-02-08T17:28Z [---] followers, [--] engagements

"Strategy is no longer using NAV premiums for resupplying $BTC buys. The plan now relies on defensible cash: the $2.2B reserve without selling $BTC. Not to mention $MSTR and its structural advantage has been eroded by direct BTC ETFs in capital markets"
X Link 2026-02-08T17:28Z [---] followers, [--] engagements

"Bitcoin mining economics are mostly an energy system with a financial wrapper. Price matters. Hashrate matters. But electricity costs quietly anchor the whole stack. Read on to identify what I have been using as the soft floor of $BTC in my trading"
X Link 2026-02-09T17:29Z [---] followers, [--] engagements

"Firstly we must understand that miners are price-takers on two markets. They sell $BTC. They buy power. When power gets expensive margins compress before price reacts"
X Link 2026-02-09T17:29Z [---] followers, [--] engagements

"For large industrial miners electricity is often 4060% of operating cost. At scale a $0.01/kWh change can shift break-even by thousands of dollars per BTC. Small numbers compound"
X Link 2026-02-09T17:29Z [---] followers, [--] engagements

"Also difficulty adjustment is a feedback controller. When margins fall inefficient miners shut down. Hashrate drops. Difficulty resets lower. Survivors regain profitability. This is automatic load-shedding"
X Link 2026-02-09T17:29Z [---] followers, [--] engagements

"From a systems view Bitcoin is a distributed energy arbitrage network. Miners convert stranded or cheap power into hash. The protocol stabilizes around the marginal cost of production. However this is not done instantly"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"This creates a soft floor not a hard one. Historically $BTC often trades near or below estimated production cost during stress. In the recent slump $BTC actually fell below this soft floor i.e. electrical cost (red line in chart below)"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"With this knowledge its actually worthwhile to watch miner stress indicators. Hashrate drawdowns. Rising fees + falling margins. Public miner treasury sales. These often lead price bottoms"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"Design lesson: Bitcoins security model is tied to real-world costs. Energy anchors issuance. Difficulty absorbs shocks. Liquidity transmits stress. Its financial infrastructure backed by physics"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"Conclusion: perhaps $BTC isnt just digital scarcity. Its a self-adjusting energy-to-money machine. Still studying this as I accumulate $BTC but mining data remains one of the cleanest leading signals so far"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"Ethereum pausing the traditional L2 roadmap isnt a retreat. Its a recognition that the scaling bottleneck moved. With zk-proving and blobs the base layer itself is becoming more scalable than expected"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"Going off tangent a little alt-L1s will also face a parallel problem. Low transaction revenue + high security costs = structural inflation. If fees dont scale token dilution fills the gap. This is not a growth model"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"That said in a scenario of extreme scalability we may still need L2s. Global payments gaming social and high-frequency apps wont live on L1. Specialized rollups will be able to dominate these niches"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"Cryptos big moment in traditional ads is shrinking. Four years after the multi-brand Crypto Bowl this years Super Bowl had only one crypto ad from Coinbase. Thats a far cry from 2022s QR-code frenzy and celebrity blitz"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"Coinbases [----] spot skipped promos & QR codes. Instead it leaned into karaoke joy with lyrics from a nostalgic songturning a massive audience into participants not shoppers. This suggests brand presence over direct acquisition. And heres why"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"The MrBeastStep deal is the real signal. Gen Z finance is moving toward creator-led identity-first distribution. Trust and culture now precede utility. Cryptos shift to emotional branding isnt soft. Its adapting to this new adoption stack. https://techcrunch.com/2026/02/09/mrbeasts-company-buys-gen-z-focused-fintech-app-step/ https://techcrunch.com/2026/02/09/mrbeasts-company-buys-gen-z-focused-fintech-app-step/"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"So what is working for this cohort πŸ‘‰ Relatable narratives over direct calls to action πŸ‘‰ Social proof via creators not celebrities paid for placement πŸ‘‰ Interactive or gamified financial experiences πŸ‘‰ Tools that feel empowering not salesy"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"Practical playbook for crypto marketing: Creator-led narratives (real usage stories) Interactive experiences (AMA) Utility-first content (explainers that solve a problem) Community rituals (inside jokes shared language) Micro-engagement networks (X/Discord)"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"The overarching lesson: reach resonance. Super Bowl screens build awareness. Gen Z participation builds affinity and activation. Smart crypto marketing bridges the two"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"Nothing weird is happening per se. A large seller + market structure = distorted signals. I think @EmperorBTC has made a clear point on this matter as well. https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious Market Mechanics Explained (Not Conspiracy Just Facts) Something WEIRD is happening right now and most people are reading it wrong. Here's what we're seeing: Funding rates is still positive. But we don't see new Longs being added. Open going Interest https://t.co/hSPXD71yrE https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"This is visible in market signals. Generic L2 tokens have struggled to justify long-term value. Fee revenue is thin. Differentiation is weak. Beyond poor market conditions investors may have been repricing that risk"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"Meanwhile some L2s still make sense. Corporate chains (payments exchanges brokers) like @base need control. Privacy-focused rollups like @aztecnetwork offer unique utility. These arent just scaling layers. Theyre products. We must keep this distinction in mind"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"@artemis Worth sanity-checking the comparison. EtherFis $256 ARPU looks great largely because the base is 21k funded users. Wise does $83 ARPU across 13.4m users. Small-n high-intent crypto users scaled fintech consumers. Different stage different denominator"
X Link 2026-02-10T12:51Z [---] followers, [--] engagements

"strange things are happening. Funding is positive + open interest is up BUT price is on a downtrend. New longs arent simply coming in and that got me thinking - is this a microstructure signal of size exiting quietly in this market"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"funding reflects perp vs spot not bullishness. When perpetuals trade above spot longs pay shorts. This means that funding can turn positive even when sentiment is weak. Its a pricing gap not a vote"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"Trading implication: Positive funding bullish regime. Rising OI + falling spot = distribution risk. For traders we must always check where pressure originates. Flow indicators. Most chart-based narratives miss this"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"@reisnertobias [----] revenue still grew year-over-year Coinbase reported $7.18B in total revenue in [----] up 9% vs [----] despite market headwinds and lower trading volumes. FWIW comparing a high-beta trading venue that monetizes peak volatility with a regulated infrastructure is kinda wild"
X Link 2026-02-13T05:23Z [---] followers, [---] engagements

"@edwardmorra_btc Polymarket did drive fees to Polygon (recent 15-min markets helped generate $1.7M+ in chain fees this year) But this was just gas not protocol revenue sharing Polymarkets model was unfortunately not structured to accrue economic value for $POL so usage == token value"
X Link 2026-02-15T12:22Z [---] followers, [---] engagements

"Back online after touching grass. Using X as a public research log. Itll probably be boring (thats intentional). Topics: settlement on/off-chain liquidity incentives compliance rails Follow to stay abreast with my notes experiments and most importantly slow thinking"
X Link 2026-02-07T06:15Z [---] followers, [--] engagements

"Ceteris notes that tech alone doesn't cut it for L1s anymore. "If Monad went live three years ago it would be trading much higher based on the story and the tech. Now the reaction is cool you built a performant decentralized EVM chain but where are your apps""
X Link 2026-02-15T01:40Z 219.2K followers, [----] engagements

"strange things are happening. Funding is positive + open interest is up BUT price is on a downtrend. New longs arent simply coming in and that got me thinking - is this a microstructure signal of size exiting quietly in this market"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"Trading implication: Positive funding bullish regime. Rising OI + falling spot = distribution risk. For traders we must always check where pressure originates. Flow indicators. Most chart-based narratives miss this"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"Nothing weird is happening per se. A large seller + market structure = distorted signals. I think @EmperorBTC has made a clear point on this matter as well. https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious Market Mechanics Explained (Not Conspiracy Just Facts) Something WEIRD is happening right now and most people are reading it wrong. Here's what we're seeing: Funding rates is still positive. But we don't see new Longs being added. Open going Interest https://t.co/hSPXD71yrE https://x.com/EmperorBTC/status/2019678784375624139s=20 🚨READ THIS - Suspicious"
X Link 2026-02-13T01:12Z [---] followers, [--] engagements

"🚨READ THIS - Suspicious Market Mechanics Explained (Not Conspiracy Just Facts) Something WEIRD is happening right now and most people are reading it wrong. Here's what we're seeing: Funding rates is still positive. But we don't see new Longs being added. Open going Interest is up. Price is down. So maybe many shorts being added. But why is funding still positive This feels like a dislocation in logic. The Mystery: Normally when funding and OI pump together it means new longs are flooding in. But here's the thing - LONGS AREN'T REALLY BEING ADDED. So why is funding still positive Because"
X Link 2026-02-06T07:45Z 442.3K followers, 74.6K engagements

"HUGE: CFTC announces a 35-member Innovation Advisory Committee which includes CEOs from Coinbase Polymarket Ripple Kraken Gemini Chainlink Labs and Robinhood"
X Link 2026-02-12T23:30Z 2.9M followers, 53.9K engagements

"Cryptos big moment in traditional ads is shrinking. Four years after the multi-brand Crypto Bowl this years Super Bowl had only one crypto ad from Coinbase. Thats a far cry from 2022s QR-code frenzy and celebrity blitz"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"Practical playbook for crypto marketing: Creator-led narratives (real usage stories) Interactive experiences (AMA) Utility-first content (explainers that solve a problem) Community rituals (inside jokes shared language) Micro-engagement networks (X/Discord)"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"The overarching lesson: reach resonance. Super Bowl screens build awareness. Gen Z participation builds affinity and activation. Smart crypto marketing bridges the two"
X Link 2026-02-11T08:38Z [---] followers, [--] engagements

"Ethereum pausing the traditional L2 roadmap isnt a retreat. Its a recognition that the scaling bottleneck moved. With zk-proving and blobs the base layer itself is becoming more scalable than expected"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"From a systems view this is a control problem. Ethereum is tightening the core loop (settlement + liquidity + proofs). Peripheral layers must now justify their existence with distinct functions. Keep an eye out for Composability + Liquidity hubs in the long run"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

"Ethereum didnt abandon L2s. It reduced how many are economically necessary. Mainnet handles moderate scale. L2s handle extremes and special cases. Everything in between is being repriced. My take: architecture will drive valuation more than narratives as we mature"
X Link 2026-02-10T09:26Z [---] followers, [--] engagements

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