Went from most hated to that Champion God Flow @deribitinsights // @thebutterflydao

Joined February 2018
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It’s been a long time coming for this piece! 😅❤️ I dissect the massive fundraising going on in the crypto markets and how to make sense of these flows for the broader landscape. Special thanks to @hasufl + @DeribitInsights insights.deribit.com/market-…
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Feeling fairly motivated tonight. Think I’ll publish my first post on my own “site” regarding the next couple of weeks. 💜🥳
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Intraday shorts close in the last half-hour usually. Should get some relief for $SPX & $NQ (Just an observation)
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~1% bounce intraday on $NQ + $SPX
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Market nukes when there's another crypto event? Who could've known? Remember to blame all your friends for going to Art Basel.
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But seriously, I can't relive December 2018. Really ruined Christmas.
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Stolen from @zerohedge but I really needed this in my life. Someone get the bidside market maker
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If we had days like today a couple months ago, you'd easily see liquidations over $1bn. Right now about $400m*. Why? Surprisingly not a huge amount of leverage. *data feeds for liquidations have changed, some discrepancy in the numbers
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Should mention this is total liquidation, ETH led the day in liqs which isn't surprising considering how well its held up.
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This is the most "nothing was said tweet" possible but really curious what happens over the weekend when Nasdaq isn't supremely hammering us lower.
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Anyone shocked at this Celsius news is lying to themselves. BlockFi has been getting random yield from different areas for a while, not hard to imagine that Celsius, Nexo etc aren’t doing the same. They’ll probably just swallow the loss.
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Zaheer retweeted
As usual ETF flows are juxtaposed to news flow, taking in $5b/day for the past 5 days and showing absolutely no concern for the little bit of selling/vol as the trading crowd, Big Long advisors and retail dip buyers continue putting money into stocks.
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We need Ethereum to just win and own 90%+ market share. Not because its the best thing for the space but its the best thing for my mental health, instead of trying to keep up with 30 layer 1s.
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Everyone's project is the next 100x. I am praying for you all.
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Zaheer retweeted
gm discord is thriving, alpha is being generated our notion page tracks everything we mention. themes, assets, research.... we are organized. rowing together. are you ready? first report drops soon. What is it?
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Zaheer retweeted
The L1-L2 wars have been a dominant theme in crypto. Unifying these thriving ecosystems via bridges is a logical follow-up. @SynapseProtocol ♾️is at the forefront offering sub 3-minute cross-chain swaps across 10 chains and counting. 🧵on ♾️
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Interesting analysis. Discuss below:
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At some point value gets valued. At some point.
As we enter the last month of the year, we wanted to recap some of the activity on Synapse in the past month. November: - @harmonyprotocol, @bobanetwork, @MoonriverNW, and @optimismPBC support - Addition of $gOHM and $FRAX support - $FEI + @OndoFinance liquidity partnership
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Will this trend continue? Unsure, but when unlocks are this well-known in advance it's strongly possible that things get priced in.
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