things I mumble to myself about crypto
basically my transparent crypto diary
education, analysis, and trades 🙂
Twitter: https://twitter.com/dpycm
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Post #18750
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Channel Public Channel
CR Crypto Mumbles
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Post #18749
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Crypto Mumbles https://www.straitstimes.com/asia/east-asia/my-only-hope-stuck-with-low-pay-young-taiwanese-turn-to-stock-market-investing
i want to make it ❌
i want to survive ✅
anxiety not greed
i want to survive ✅
anxiety not greed
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Post #18748
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Crypto Mumbles young adults are forced out of their risk curve to survive • actions rooted in anxiety, not greed
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Post #18747
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Forwarded from Walter Bloomberg
TRUMP ADMIN. FREEZES $344 MLN IN CRYPTO OVER LINKS TO IRAN - CNN
(@WalterBloomberg)
(@WalterBloomberg)
Post #18740
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Post #18736
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Forwarded from Four Pillars Research
: : $KNTQ Thesis Revisited (April 2026)
Written by Ponyo
- LST dominance validated (77% to 81.2% share, KIP-1/KIP-2 shipped), but the leveraged beta thesis hasn’t played out. KNTQ underperformed HYPE by 124 percentage points from thesis date, and the FDV ratio widened from 142x to 367x.
- Revenue run rate (~$2.0M/yr) tracks the original “Current” scenario, not the base case. Staking revenue held close to projections. Markets is the entire gap, and that gap is a USDH adoption timeline question.
- 54x on $2.0M isn't paying for an LST at 4.3% penetration. It's paying for the infrastructure position underneath HIP-3 and HIP-4. LST dominance (81%) is the moat. Markets and KIP-3 (Launch) adoption is the ceiling.
- Scenarios span $30-40M (bear) to $600M-1.5B (bull). Same infrastructure thesis, wider surface area with HIP-4 on testnet. Three months is too early to grade infrastructure, but November 2026's vesting cliff sets the deadline.
🌎 Full Article (Website)
📱 Excerpt of the Article (X)
FP Website | Telegram (EN / KR) | X (EN / KR)
Written by Ponyo
- LST dominance validated (77% to 81.2% share, KIP-1/KIP-2 shipped), but the leveraged beta thesis hasn’t played out. KNTQ underperformed HYPE by 124 percentage points from thesis date, and the FDV ratio widened from 142x to 367x.
- Revenue run rate (~$2.0M/yr) tracks the original “Current” scenario, not the base case. Staking revenue held close to projections. Markets is the entire gap, and that gap is a USDH adoption timeline question.
- 54x on $2.0M isn't paying for an LST at 4.3% penetration. It's paying for the infrastructure position underneath HIP-3 and HIP-4. LST dominance (81%) is the moat. Markets and KIP-3 (Launch) adoption is the ceiling.
- Scenarios span $30-40M (bear) to $600M-1.5B (bull). Same infrastructure thesis, wider surface area with HIP-4 on testnet. Three months is too early to grade infrastructure, but November 2026's vesting cliff sets the deadline.
🌎 Full Article (Website)
📱 Excerpt of the Article (X)
FP Website | Telegram (EN / KR) | X (EN / KR)
- 👍 2
Post #18735
1.2K
Crypto Mumbles zec for continuation
strong, got in before robinhood listing
think my plan for my alt longs is just to trail stops in profit
won't be monitoring much for the weekend
will reassess after
still prefer to scalp than swing despite calls for a bottom and cycle continuation
think my plan for my alt longs is just to trail stops in profit
won't be monitoring much for the weekend
will reassess after
still prefer to scalp than swing despite calls for a bottom and cycle continuation
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Post #18734
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