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![SiamKidd Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::215615595.png) siamkidd [@SiamKidd](/creator/twitter/SiamKidd) on x 23K followers
Created: 2025-02-25 15:07:03 UTC

Hey folks, I've worked it out now. Bit annoyed I didn't anticipate it sooner, but it's because I don't follow the tokenomics/SOL ecosystem much. But the events recently make total sense now. 

1.) Due to the FTX liquidation settlement, XXXX million SOL is scheduled to unlock on 1st March. At pre-dump levels, that's $X BILLION worth of supply that's getting handed out and liquid! 

2.) North Korea then hacked Bybit for $1.4B and the market moved down a bit in fear. They then started washing it around on pumpfun etc.

3.) The obvious GTO (Game Theory Optimum) move here for Binance is to mass dump SOL before this $2B unlock next week! Which they did/are doing!

4.) This then creates the perfect win win win for Binance here as they are frontrunning the anticipated SOL/general market dump, they get to do a great sidestep to then buy more tokens for free at a lower price AND all this volatility creates huge trading fees for them. Well played Binance. I respect the move.

So what does this mean for us plebs?! 

Again, I remain ridiculously bullish! Even more so. And I've said this a lot over the last X months lol. 

a.) This is a cracking dip to fill your boots if you have fiat/stables. 

b.) It's created some great shorting opportunities.

c.) It's giving us even more high R multiple set ups now for big positional longs. If you dare 😂 

d.) All the weak hands have been flushed out now giving us all a much stronger base...

e.) Interest rates will XXX% fall a lot this year and the US Dollar too. Falling DXY = bullish buoyancy for risk on assets. Eventually the CBs will start printing later this year which will be great for Crypto... If there's a liquidity shock/stock market crash, then this only accelerates the 'printing' and all markets V reverse out of dodge! Just like in 2020.

So dig in folks! I'm strongly thinking of selling everything in my portfolio that isn't $TAO (excluding $TAONU and $ZAPI) and piling the proceeds into $TAO...


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1894403742172111327/c:line.svg)

**Related Topics**
[korea](/topic/korea)
[north korea](/topic/north-korea)
[liquid](/topic/liquid)
[sol](/topic/sol)
[chapter 11](/topic/chapter-11)
[events](/topic/events)

[Post Link](https://x.com/SiamKidd/status/1894403742172111327)

[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.]

SiamKidd Avatar siamkidd @SiamKidd on x 23K followers Created: 2025-02-25 15:07:03 UTC

Hey folks, I've worked it out now. Bit annoyed I didn't anticipate it sooner, but it's because I don't follow the tokenomics/SOL ecosystem much. But the events recently make total sense now.

1.) Due to the FTX liquidation settlement, XXXX million SOL is scheduled to unlock on 1st March. At pre-dump levels, that's $X BILLION worth of supply that's getting handed out and liquid!

2.) North Korea then hacked Bybit for $1.4B and the market moved down a bit in fear. They then started washing it around on pumpfun etc.

3.) The obvious GTO (Game Theory Optimum) move here for Binance is to mass dump SOL before this $2B unlock next week! Which they did/are doing!

4.) This then creates the perfect win win win for Binance here as they are frontrunning the anticipated SOL/general market dump, they get to do a great sidestep to then buy more tokens for free at a lower price AND all this volatility creates huge trading fees for them. Well played Binance. I respect the move.

So what does this mean for us plebs?!

Again, I remain ridiculously bullish! Even more so. And I've said this a lot over the last X months lol.

a.) This is a cracking dip to fill your boots if you have fiat/stables.

b.) It's created some great shorting opportunities.

c.) It's giving us even more high R multiple set ups now for big positional longs. If you dare 😂

d.) All the weak hands have been flushed out now giving us all a much stronger base...

e.) Interest rates will XXX% fall a lot this year and the US Dollar too. Falling DXY = bullish buoyancy for risk on assets. Eventually the CBs will start printing later this year which will be great for Crypto... If there's a liquidity shock/stock market crash, then this only accelerates the 'printing' and all markets V reverse out of dodge! Just like in 2020.

So dig in folks! I'm strongly thinking of selling everything in my portfolio that isn't $TAO (excluding $TAONU and $ZAPI) and piling the proceeds into $TAO...

XXXXXX engagements

Engagements Line Chart

Related Topics korea north korea liquid sol chapter 11 events

Post Link

post/tweet::1894403742172111327
/post/tweet::1894403742172111327