NekoZ

NekoZ

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Tempo | BOOGLE | Advisor @wallet

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Bitmine is sitting on an unrealized $3.5B loss from its $ETH investments, according to CryptoQuant.

Uniswap’s Unification proposal passes with overwhelming support. 100M UNI tokens will be burned, fee switches activated, and frontend fees removed after a 2-day timelock.

Continuing onto Part 2 of Q1 for $SEI. Liquidity access expanded with direct USDC support on MEXC and native SEI and USDC deposits enabled on Kalshi, bringing prediction market flow directly onto the chain. On the infra side, Allora deployed onchain prediction feeds, introducing early AI-driven data inputs into financial applications. This phase was about wiring liquidity and data into the base layer.

FOMC: Polymarket users predict an 88% chance that the Fed will not make any rate cut changes on January 28.

Hyperliquid leads perp DEX market with 7x higher open interest than Lighter and lower turnover signaling organic activity despite recent FUD, per CryptoRank.

Here’s a breakdown of the first half of Q1 for $SEI. Early focus was clearly on base layer execution and settlement. Messaging centered on throughput, latency, and deterministic finality as prerequisites for real financial activity, not apps first. I’ll break down the rest of the year throughout weekend.

RWA was the most profitable narrative in 2025 with ~186% average gains, followed by L1s and Made in USA, per Coingecko.

Love to see it, @strykrai now providing Crypto AND Stock signals on their platform. One stop shop for major Macro calendar events and selection of good signals to trade and be monitoring.

Hard to ignore how much real infra ended up around $SEI this year. Going to be breaking this down more throughout the weekend.

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