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[@SplitCapital](/creator/twitter/SplitCapital)
"When the market turns like this theres usually a pretty straightforward playbook for the aftermath. 1) Market bleeds out and MMs are offline and start refilling by first taking out big spot and perp arbs on assets. 2) Once exchanges and API feeds are back online market makers and big traders start biting on big orders to bring the market back to equilibrium. This is met with liquidation orders being processed. Liquidation orders are processed at the top of the exchange order queue so its very juicy to pick off if you have balance sheet. Given the size of this liquidation ($25-$40bn) it will"  
[X Link](https://x.com/SplitCapital/status/1976793067345637684) [@SplitCapital](/creator/x/SplitCapital) 2025-10-10T23:32Z 69.3K followers, 300.8K engagements


"Large scale ADL on any material exchange will almost always force a bottom thats kind of the point. Hyperliquid was on par with Binance for the most amount of liquidations on the market so it is completely feasible that the liquidation + ADL was both the catalyst for price destruction and the floor"  
[X Link](https://x.com/SplitCapital/status/1978235806939599228) [@SplitCapital](/creator/x/SplitCapital) 2025-10-14T23:05Z 69.3K followers, 4048 engagements


"The two most important token metrics are real trading volume and outstanding open interest on derivatives. There are no other long-term metrics to look for in a sticky token that will matter"  
[X Link](https://x.com/SplitCapital/status/1978040534062051520) [@SplitCapital](/creator/x/SplitCapital) 2025-10-14T10:09Z 69.3K followers, 19K engagements


"There is an immense amount of pain in the charts this year. Bitcoin: Still up on the year but the Tariff crash earlier this year and the subsequent top blasting at $120k+ has been punishing Ethereum: Marginally up on the year but again the Tariff crash for -XX% before trading 3.5x and testing $5k+ Alts: Mixed bag but leaders like HYPE SOL and ENA have been whipsawed as well. Its been a traders year and a punishing year for medium time frame investors"  
[X Link](https://x.com/SplitCapital/status/1979143959352856939) [@SplitCapital](/creator/x/SplitCapital) 2025-10-17T11:14Z 69.3K followers, 92K engagements


"Stablecoins represent the largest opportunity in finance. Crypto natives are asleep at the wheel and the external world sees a very clear future for stablecoins. P1"  
[X Link](https://x.com/SplitCapital/status/1979229609066381376) [@SplitCapital](/creator/x/SplitCapital) 2025-10-17T16:54Z 69.3K followers, 24.6K engagements


"It's a pretty grim sight for altcoins at the moment. Since the fall from grace last Friday altcoin open interest has grinded down another $X billion in total size while Bitcoin has fully unwound and retested its lows. The picture for momentum looks bleak below $100k"  
[X Link](https://x.com/SplitCapital/status/1979333274632884692) [@SplitCapital](/creator/x/SplitCapital) 2025-10-17T23:46Z 69.3K followers, 31.8K engagements


"Pair this then with payments that actually function and you are literally doing trillions in dollar facilitation. People need to think outside the box"  
[X Link](https://x.com/SplitCapital/status/1978114627591410069) [@SplitCapital](/creator/x/SplitCapital) 2025-10-14T15:04Z 69.2K followers, 3013 engagements


"@0xkyle__ Dollar liquidation is a bad metric because the dollar amounts expand as prices are higher. Also its different if paper wealth on alts is gone vs liquid destruction in BTC or ETH"  
[X Link](https://x.com/SplitCapital/status/1978391285368053896) [@SplitCapital](/creator/x/SplitCapital) 2025-10-15T09:23Z 69.2K followers, 1022 engagements


"No one above the age of XX should be using Solana"  
[X Link](https://x.com/SplitCapital/status/1927350329907024090) [@SplitCapital](/creator/x/SplitCapital) 2025-05-27T13:05Z 69.2K followers, 164K engagements


"Today is a good day to read this. Understand why Plasma stands in a league of its own and why cringe VCs will not be able to replicate. Jummah Mubarak // Happy Friday"  
[X Link](https://x.com/SplitCapital/status/1971559694922867061) [@SplitCapital](/creator/x/SplitCapital) 2025-09-26T12:57Z 69.2K followers, 23.3K engagements


"This is what we get for Kalshi and Polymarket going for $5b and $10b"  
[X Link](https://x.com/SplitCapital/status/1976767776372277406) [@SplitCapital](/creator/x/SplitCapital) 2025-10-10T21:52Z 69.2K followers, 26.8K engagements


"I cannot understate how critically important this is and how incredible it is to get to this level in just a few weeks' time. I thought this process would take months if not years but the daily volume flow cross exchange is eye-watering"  
[X Link](https://x.com/SplitCapital/status/1978110655849804039) [@SplitCapital](/creator/x/SplitCapital) 2025-10-14T14:48Z 69.2K followers, 17.5K engagements


"I take issue with the idea that ADL gave short positions the ideal bottom instead of realizing that it was probably the ADLing of short positions that caused the bottom. Force closing $2b+ in short positions by bidding will of course stop the price from cratering lower"  
[X Link](https://x.com/SplitCapital/status/1978235105148535099) [@SplitCapital](/creator/x/SplitCapital) 2025-10-14T23:02Z 69.2K followers, 42.5K engagements


"@gmoneyNFT Went to the Goyard store in London and it felt like I was at Costco man"  
[X Link](https://x.com/SplitCapital/status/1978621199606280481) [@SplitCapital](/creator/x/SplitCapital) 2025-10-16T00:37Z 69.3K followers, 1059 engagements


"Quite possibly one of the most embarrassing aspects of crypto today is that it's still very difficult to get basic information on volume / price / orderbook liquidity. Instead we have a myriad of scam exchanges with high trust scores or no sorting by quality stats"  
[X Link](https://x.com/SplitCapital/status/1924753273946304661) [@SplitCapital](/creator/x/SplitCapital) 2025-05-20T09:05Z 69.3K followers, 40.9K engagements


"Highlight from the fireside chat with @C_Angermayer today at @blockworksDAS. Dollar debasement will need value to come in elsewhere and thats where stablecoins come in"  
[X Link](https://x.com/SplitCapital/status/1977835885006635078) [@SplitCapital](/creator/x/SplitCapital) 2025-10-13T20:36Z 69.3K followers, 15.2K engagements


"The altcoin complex is just at a different stage now more than ever. The problem is we keep adding tons of new altcoins that trade $500m $1bn market cap and they siphon away so much liquidity from quality tokens that the market cant handle"  
[X Link](https://x.com/SplitCapital/status/1976680902878212424) [@SplitCapital](/creator/x/SplitCapital) 2025-10-10T16:07Z 69.3K followers, 145.9K engagements


"Please please please go look back at the tick data on BitMEX in 2019 / 2020 Im begging you. I traded that period of time it was a constant occurrence. Theres a reason why every savvy trader is up in arms"  
[X Link](https://x.com/SplitCapital/status/1978236975065796969) [@SplitCapital](/creator/x/SplitCapital) 2025-10-14T23:10Z 69.3K followers, 3902 engagements


"Biggest difference between the old and new is that BTC got tagged while gold has been surging. A world where Bitcoin continues to unwind will be a very bleak sight for alts"  
[X Link](https://x.com/SplitCapital/status/1979333521379594741) [@SplitCapital](/creator/x/SplitCapital) 2025-10-17T23:47Z 69.3K followers, 5844 engagements


"One of the most insightful clips from @paoloardoino explaining the value proposition of @Plasma to @Tether_tos long-term vision and distribution. Focused blockchains will be the way of the future for the most elite user experience"  
[X Link](https://x.com/SplitCapital/status/1975869476295073846) [@SplitCapital](/creator/x/SplitCapital) 2025-10-08T10:22Z 69.3K followers, 28.7K engagements


"We are at the 0th inning of crypto cards and neobanks. The products that exist today will be remembered as the ether delta equivalent of cards using stablecoin rails. The good news is that the future is incredibly bright in neobanks within the space. P1"  
[X Link](https://x.com/SplitCapital/status/1979004772255469583) [@SplitCapital](/creator/x/SplitCapital) 2025-10-17T02:01Z 69.3K followers, 24.3K engagements


"Total3 without stablecoins is about XX% away from March lows when tariffs were the talk of the town"  
[X Link](https://x.com/SplitCapital/status/1979334626813579678) [@SplitCapital](/creator/x/SplitCapital) 2025-10-17T23:52Z 69.3K followers, 6677 engagements


"I've been running regression trend lines for X years now on majors to determine long-term positioning especially after major deviations. Things are getting interesting again for longer-term alts and spot BTC / ETH again"  
[X Link](https://x.com/SplitCapital/status/1979342176128831613) [@SplitCapital](/creator/x/SplitCapital) 2025-10-18T00:22Z 69.3K followers, 6906 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@SplitCapital "When the market turns like this theres usually a pretty straightforward playbook for the aftermath. 1) Market bleeds out and MMs are offline and start refilling by first taking out big spot and perp arbs on assets. 2) Once exchanges and API feeds are back online market makers and big traders start biting on big orders to bring the market back to equilibrium. This is met with liquidation orders being processed. Liquidation orders are processed at the top of the exchange order queue so its very juicy to pick off if you have balance sheet. Given the size of this liquidation ($25-$40bn) it will"
X Link @SplitCapital 2025-10-10T23:32Z 69.3K followers, 300.8K engagements

"Large scale ADL on any material exchange will almost always force a bottom thats kind of the point. Hyperliquid was on par with Binance for the most amount of liquidations on the market so it is completely feasible that the liquidation + ADL was both the catalyst for price destruction and the floor"
X Link @SplitCapital 2025-10-14T23:05Z 69.3K followers, 4048 engagements

"The two most important token metrics are real trading volume and outstanding open interest on derivatives. There are no other long-term metrics to look for in a sticky token that will matter"
X Link @SplitCapital 2025-10-14T10:09Z 69.3K followers, 19K engagements

"There is an immense amount of pain in the charts this year. Bitcoin: Still up on the year but the Tariff crash earlier this year and the subsequent top blasting at $120k+ has been punishing Ethereum: Marginally up on the year but again the Tariff crash for -XX% before trading 3.5x and testing $5k+ Alts: Mixed bag but leaders like HYPE SOL and ENA have been whipsawed as well. Its been a traders year and a punishing year for medium time frame investors"
X Link @SplitCapital 2025-10-17T11:14Z 69.3K followers, 92K engagements

"Stablecoins represent the largest opportunity in finance. Crypto natives are asleep at the wheel and the external world sees a very clear future for stablecoins. P1"
X Link @SplitCapital 2025-10-17T16:54Z 69.3K followers, 24.6K engagements

"It's a pretty grim sight for altcoins at the moment. Since the fall from grace last Friday altcoin open interest has grinded down another $X billion in total size while Bitcoin has fully unwound and retested its lows. The picture for momentum looks bleak below $100k"
X Link @SplitCapital 2025-10-17T23:46Z 69.3K followers, 31.8K engagements

"Pair this then with payments that actually function and you are literally doing trillions in dollar facilitation. People need to think outside the box"
X Link @SplitCapital 2025-10-14T15:04Z 69.2K followers, 3013 engagements

"@0xkyle__ Dollar liquidation is a bad metric because the dollar amounts expand as prices are higher. Also its different if paper wealth on alts is gone vs liquid destruction in BTC or ETH"
X Link @SplitCapital 2025-10-15T09:23Z 69.2K followers, 1022 engagements

"No one above the age of XX should be using Solana"
X Link @SplitCapital 2025-05-27T13:05Z 69.2K followers, 164K engagements

"Today is a good day to read this. Understand why Plasma stands in a league of its own and why cringe VCs will not be able to replicate. Jummah Mubarak // Happy Friday"
X Link @SplitCapital 2025-09-26T12:57Z 69.2K followers, 23.3K engagements

"This is what we get for Kalshi and Polymarket going for $5b and $10b"
X Link @SplitCapital 2025-10-10T21:52Z 69.2K followers, 26.8K engagements

"I cannot understate how critically important this is and how incredible it is to get to this level in just a few weeks' time. I thought this process would take months if not years but the daily volume flow cross exchange is eye-watering"
X Link @SplitCapital 2025-10-14T14:48Z 69.2K followers, 17.5K engagements

"I take issue with the idea that ADL gave short positions the ideal bottom instead of realizing that it was probably the ADLing of short positions that caused the bottom. Force closing $2b+ in short positions by bidding will of course stop the price from cratering lower"
X Link @SplitCapital 2025-10-14T23:02Z 69.2K followers, 42.5K engagements

"@gmoneyNFT Went to the Goyard store in London and it felt like I was at Costco man"
X Link @SplitCapital 2025-10-16T00:37Z 69.3K followers, 1059 engagements

"Quite possibly one of the most embarrassing aspects of crypto today is that it's still very difficult to get basic information on volume / price / orderbook liquidity. Instead we have a myriad of scam exchanges with high trust scores or no sorting by quality stats"
X Link @SplitCapital 2025-05-20T09:05Z 69.3K followers, 40.9K engagements

"Highlight from the fireside chat with @C_Angermayer today at @blockworksDAS. Dollar debasement will need value to come in elsewhere and thats where stablecoins come in"
X Link @SplitCapital 2025-10-13T20:36Z 69.3K followers, 15.2K engagements

"The altcoin complex is just at a different stage now more than ever. The problem is we keep adding tons of new altcoins that trade $500m $1bn market cap and they siphon away so much liquidity from quality tokens that the market cant handle"
X Link @SplitCapital 2025-10-10T16:07Z 69.3K followers, 145.9K engagements

"Please please please go look back at the tick data on BitMEX in 2019 / 2020 Im begging you. I traded that period of time it was a constant occurrence. Theres a reason why every savvy trader is up in arms"
X Link @SplitCapital 2025-10-14T23:10Z 69.3K followers, 3902 engagements

"Biggest difference between the old and new is that BTC got tagged while gold has been surging. A world where Bitcoin continues to unwind will be a very bleak sight for alts"
X Link @SplitCapital 2025-10-17T23:47Z 69.3K followers, 5844 engagements

"One of the most insightful clips from @paoloardoino explaining the value proposition of @Plasma to @Tether_tos long-term vision and distribution. Focused blockchains will be the way of the future for the most elite user experience"
X Link @SplitCapital 2025-10-08T10:22Z 69.3K followers, 28.7K engagements

"We are at the 0th inning of crypto cards and neobanks. The products that exist today will be remembered as the ether delta equivalent of cards using stablecoin rails. The good news is that the future is incredibly bright in neobanks within the space. P1"
X Link @SplitCapital 2025-10-17T02:01Z 69.3K followers, 24.3K engagements

"Total3 without stablecoins is about XX% away from March lows when tariffs were the talk of the town"
X Link @SplitCapital 2025-10-17T23:52Z 69.3K followers, 6677 engagements

"I've been running regression trend lines for X years now on majors to determine long-term positioning especially after major deviations. Things are getting interesting again for longer-term alts and spot BTC / ETH again"
X Link @SplitCapital 2025-10-18T00:22Z 69.3K followers, 6906 engagements

creator/twitter::966968957658779648/posts
/creator/twitter::966968957658779648/posts