I tell data-driven stories on-chain | Investor over Trader | AI | Tech | Of Couse Tweets Are NFA.
Joined February 2021
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30 VC backed crypto projects. Millions raised.
And a brutal reality check.
A large chunk of these tokens are down more than 90% from their all time highs.
Some are down 95–99%.
Funding doesn't guarantee token performance. A big name on the investor list doesn't guarantee a good entry. And a strong project doesn't automatically mean its token is a good investment.
The real question is, How much of this is market conditions, token supply, unlocks, and valuations that were too aggressive at launch?
I'm tracking the numbers. There's more to dig into. 👀
Price performance measured from ATH, not VC returns.
Feel free to check the google sheets -> docs.google.com/spreadsheets…
$ADA might be one of crypto's biggest disappointments.
In 2021, everyone was bullish on Cardano. Now look at the chart.
ATH: $3.06
Current price: $0.20
Down over 93% from its peak.
Rejected at $1.24, failed at $0.65, lost $0.40. Now fighting to hold $0.19.
That's nearly five years of lower highs and a brutal drawdown from the top.
GM Folks
The Tesla–SpaceX odds are worth paying attention to.
Both companies now have special committees looking at a merger.
Elon said he likes the idea. No terms yet.
SpaceX just did $14.6B in Q3. He’s also talking $500B–$1T in annual recurring revenue by the end of 2027.
Kalshi has the longer-dated odds around 77%. I’m watching how those odds move from here 👀
$SPCX $TSLA
Elite Crypto retweeted
JUST IN: Elon Musk's SpaceX $SPCX reports $14.58 billion in revenue for Q3 2026, beating expectations.
37 consecutive quarterly burns.
binancecoin:native burned another 1.64M tokens (~$1.2B).
Supply is now 131.51M. That’s 68.5% of the way from 200M to the 100M target.
Binance Research’s H1 comparison had BNB as the only deflationary major L1.
Nine years of reducing supply while other major L1s expanded. Now watch what happens to demand.
@BNBCHAIN
Everyone is talking about AI agents, but what happens when they can build a reputation, attract capital and grow their own audience?
That's the direction @itsaikols is exploring.
Trading agents with public track records, dedicated vaults and the potential to develop their own tokenised markets.
The bigger play isn't just automating trades. It's building an economy around autonomous agents.
Still early, with mainnet ahead. Let's see how the team executes.
CA: 0xfa838ae8f8f084bef0c40399a2dab801325aa2e0
#NFA
French stocks are bleeding, and political uncertainty isn't helping.
The CAC 40 has dropped 4.72% over the past 6 months, pulling back sharply from its August highs. Concerns over France's budget, rising public debt and political instability are weighing on investor confidence.
With the 2027 presidential election approaching, markets could face more uncertainty ahead.
Is this just a correction, or is France heading into a deeper market sell off?
#France #CAC40 #StockMarket
BTC can dip. The big buyers keep stacking.
Strategy added 267 bitcoin:native Now holds 848,517 BTC.
Strive added 1,223 $BTC, taking its stash to 36,818 BTC.
Nearly 1,500 BTC between the two. Price action gets all the attention. The accumulation is what I’m watching 👀
Gm CT ☕️
Last week was a reminder that crypto doesn't trade in a bubble.
Hotter than expected US CPI, pressure on tech stocks, and now everyone’s watching earnings and the Fed again.
BTC doesn't need to follow the S&P every day, but macro still matters.
New week, same game. Stay sharp 👀
Are we just going to ignore the fact that $ETH has added around 1.62M ETH to its supply since The Merge and keep calling for $10K?
Around 2.02M ETH burned. 3.64M issued.
The whole deflationary narrative depends on network activity and ETH burned outpacing issuance. It isn't automatic.
I'm not saying ETH can't hit $10K. But shouldn't we be talking about what actually drives that valuation instead of throwing out price targets?
Saylor always seems to find room for more BTC
While everyone waits for the perfect entry, he keeps stacking.
Different level of conviction 👀
gm legends
sunday’s quiet.
bitcoin:native sitting around $81.5K. market taking it easy today.
no rush, no noise. just enjoying sunday and watching what holds into monday.
$INJ might finally be turning a corner after a long downtrend.
Price has broken above the descending trendline and reclaimed $6.31. Now I want to see if it can hold this level and make a run toward $9.87.
There's also some activity on the fundamental side. USDC cross chain access is expanding, a fixed gas fee proposal is in the works, and Gulf Labs recently joined as an Injective validator.
If momentum continues, $9.87 is the first level I'm watching, followed by $13.56 and $19.13.
Still needs confirmation, but between the chart and the ecosystem developments, INJ is back on my radar.
gm folks
ethereum:0xe28b3b32b6c345a34ff64674606124dd5aceca30 pulling a near:native kind of move.
almost back in double digits. both are heating up. feels like the next leg is close.
we keep building 👀
Over $900B wiped off Asian markets, and global stocks are taking a serious hit.
South Korea's KOSPI plunged, Japan's Nikkei sold off hard, and US inflation data is bringing back fears of higher rates.
But here's what caught my attention: $BTC is still holding above $80K.
While traditional markets are under pressure, Bitcoin is showing some resilience in the middle of all this uncertainty.
Not saying we're out of the woods yet, but I'm watching how BTC handles this while traditional markets continue to bleed.
GM Legends
Been watching Robinhood Chain. Fresh names keep launching. Volume’s quieter than the peak, but it’s still there.
But one of these could really run when the right narrative hits. Wouldn’t surprise me if the next 100x comes out of here 👀
#Robinhood #100x
GM🫶
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx under $99.9M MC is a buy for me over time. I've already taken profits, and now I'm looking to slowly re enter with a small position during this dip.
A project like this still being under $1B MC feels criminal to me. Not rushing in, just building my position slowly.