Minty

Minty

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Research @Delphi_Digital | Threador | Not Financial Advice

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One way to be more efficient with your time is to separate your regular tasks based on how much mental bandwidth they take. Tasks that take up more mental bandwidth should be done early into the day when your mind is the clearest. When you start to lose focus, switch to the

Marcus highlights one of the most important charts for crypto right now. "This is the TGA balance sheet. From August to end of this year, it rose from $300B all the way up to $1T. This amount of liquidity was basically removed from the system. In order for more liquidity to

A lot of people are thinking about vibe coding the wrong way. Instead of coding because it's trendy. Think about something you can automate that would save you time. When I first started, one of my main strategies was to look for short squeezes on tokens with negative funding.

DoubleZero brings High Performance Fiber infrastructure to Solana. DoubleZero is a dedicated network overlay that aggregates underutilized private fiber links to create low latency paths between validators. Propagation generally gets harder as the validator set grows. Every

What I've noticed from the new x algo > Seeing more interest on short form video content. Think video is being prioritized more in general. > Posts are getting a slower start but suddenly get more engagements hours down the line. Completely opposite to the frontloading that

Jason lays out the bull case for risk assets like crypto in 2026. "With debt to GDP ratios ballooning and bond yields at multi decade heights, there's only one real solution to that which is more debt issuance, which means more liquidity needs for the system." cc @MilkRoad

BTC is finally showing strength over Gold and Equities over the past month. Hoping we can get a real move here.

Random thoughts on 2026 - The main signal I am watching for is BTC making meaningful moves against equities and Gold. 2025 was rough because you took extra volatility risk for underperformance. Need to see that change to be meaningfully bullish. - Most altcoins remain a non starter for me unless it's a new narrative with sustained demand or something with relentless bid (E.g. ZEC). - At the same time, crypto needs speculation. Otherwise all that's left is a few majors and institutions building on crypto rails. There needs to be a winning story somewhere. - Think Creator coins have serious potential. Don't think any single platform has cracked it yet but it makes a lot of sense even if implementation has been difficult. - Ownership coins are cool and I think they'll gain more traction. At the same time, don't believe every coin should be the same or crypto just becomes equity 2.0. - Trying to size more with conviction and take less trades this year. Flip flopping too much usually leads to middling results. - Quantum is a real risk for BTC even if people pretend it isn't. It doesn't have to actually happen for it to be an overhang. - Think airdrops will continue to fall out of favor to token sales. The regulatory environment is much more favorable now and platforms are starting to realize airdrops don't provide the value teams are looking for. - Equity perps and tokenized stocks are genuinely exciting and will open the floodgates to bringing more exotic assets onchain as well. Eventually everything will be tradable. - There are still a lot of interesting things to be built in crypto. As valuations normalize there will be better opportunities for the average person.

- 2025 End Of Year Crypto Edit - The bizarre fever dream that was crypto this year :) Much respect to everyone who is still here working hard getting after it! And here's to a bullish 2026 for our beloved magic internet tokens! 💪💪💪

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