today’s “yapper highlights” from @_kaitoai’s yapper leaderboard 🚀
featuring:
@hosseeb (managing partner @dragonfly_xyz)
@avocado_toast2 (enigma capital)
@0xWenMoon (KOL)
@gammichan (macro/market insights)
@tomkysar (building @gasdotzip) 

Twitter

Crypto traders’ concerns about Strategy center on how aggressively the company has borrowed money to buy Bitcoin weekly. Over the years, Strategy issued large amounts of convertible debt and other loa...

Crypto investors shift to fear-driven narratives about Strategy 'over-leverage'

CEO ether.fi believes that neither Bitcoin nor Ethereum are currently truly high-quality currencies, however, he believes that the ultimate form of a superior currency in the future...

CEO ether.fi: Neither Bitcoin nor Ethereum are high-quality cryptocurrencies yet.

The three major driving factors behind Bitcoin's four-year cycle have significantly weakened in influence. The entry of institutional investors and improved regulation are propelling the market into a decade-long continuation phase. Investors need to be cautious…
The article, "Bitcoin's Four-Year Cycle is Dead! Bitwise CFO: The Crypto Market Enters a BlockTempo-Long War," was originally published on BlockTempo, the most influential blockchain ABMedia media.

Bitcoin's four-year cycle is dead! Bitwise CFO: The crypto market is entering a decade-long war.

1/ @avocado_toast2 (enigma capital)
- shared analysis on btc's recent drop and market psychology
- tweet: http://x.com/929223032467525633/status/1876896545250881753

2/ @hosseeb (managing partner @dragonfly_xyz)
- flagged issues in messari's depin report, which claims a weighted 100x multiple with $500m in arr
- removing virtuals lowers total depin revenue to $160m and raises the weighted arr to 280x, not 100x
- sparked skepticism about… https://x.com/i/web/status/1877277891173691639

3/ @tomkysar (@gasdotzip)
- reviewed bridges for 2025, categorizing them into class a and class b:
- class a: stargate, across, relay, mayan, gas
- class b: orbiter, squid, meson
- tldr: use jumper
- tweet: http://x.com/tomkysar/status/1876753425448472817

4/ @0xwenmoon (kaito’s yap program)
- shared insights on why “yaps are more valuable than you think”
- yaps as a public good and the ultimate public kol incentivization tool
- tweet: http://x.com/0xWenMoon/status/1876979880383983787

5/ @gammichan (macro/market insights)
- outlined positive catalysts for btc and the crypto markets: presidential influence, mstr on nasdaq, fed policy, inflation, etc.
- tweets sparked some debates - some advocate patience, while others remain cautious about current conditions
-… https://x.com/i/web/status/1877277897855217888

6/ check out the full yapper leaderboard here:
http://yaps.kaito.ai/
yesterday's highlights: https://x.com/sandraaleow/status/1876912537058648540