avatar
Richard Dang
117,070 Twitter followers
Follow
Smartmoney | Building top Kaito 100 | Channel https://t.co/4GC6UEUW4V
Posts
avatar
Richard Dang
Tom Lee has accumulated 3% of the ETH supply out of the total 5% ETH supply target. While the crowd laughed at Tom Lee because the 3 billion words did not turn into a negative 4 billion, Bitmine still steadily bought ETH. This strategy expects accumulation from July 2025 to July 2026 similar to Michael Saylor with his price-blind Bitcoin DCA strategy. Rich believes that for Wall Street bigwigs, taking billion-dollar losses before making big profits is part of the plan. Michael Saylor was once laughed at and criticized, but in the end, his strong belief in Bitcoin helped him overcome it all. One thing you need to avoid is confusion when looking at Tom Lee's 2 ETH accumulation models, which are completely different from Saylor's BTC accumulation model. Tom Lee's model calls for equity Capital because he is a reputable figure on Wall Street, avoiding relying on direct leverage (issuing convertible bonds like Saylor's model), thereby pushing BMNR's stock price up when ETH price increases. This shows that not only Tom Lee personally believes in ETH , but behind the Capital funds, there are also many big guys who believe in Tom Lee when directly giving him money to invest. Tom Lee's philosophy of investing in ETH is quite simple: 1/ ETH can generate cash flow while BTC cannot. ETH 's mechanism allows entities to Staking ETH and receive interest. From there, Tom Lee will hold the interest to pay off debt and interest to investors. 2/ ETH is the future infrastructure of stablecoins, AI agent economy and Token of stocks and bonds onchain. Or to put it more succinctly, Tom Lee saw Ethereum as the future of finance and got ahead of it before Wall Street fully took over. If BTC becomes the crypto asset with the highest scarcity, ETH is the only crypto asset with practical application. Rich is quite confident in this vision and will wait for an opportunity to sell in May 2026. Do you believe in Tom Lee's vision when they are losing billions of dollars?
Bitmine (NYSE-BMNR) $ETH
@BitMNR
🧵 BitMine provided its latest holdings update for Nov 24th, 2025: $11.8 billion in total crypto + "moonshots": -3,629,701 ETH at $2,840 per ETH (@coinbase ) - 192 Bitcoin (BTC) - $38 million stake in Eightco Holdings (NASDAQ: ORBS) (“moonshots”) and - unencumbered cash of $800
TOM
7.35%
avatar
Richard Dang
This crypto cycle has failed the expectations of many brothers. Back then, I was just entering the market with the dream of changing my life thanks to virtual money, but after 2025 the market slapped me awake. Crypto casinos are now mature enough and the pie has been Chia so much that there is still enough for everyone. The market is no longer a wilderness to turn impossible opportunities into possible ones. This year, many altcoin projects Capital $100 million, even over $100 million, which seemed to be grand, but left extremely disappointing endings. Chart sideway and dump, not creating anything special, not making a wave. When the creator is no longer interested in creating a win-win game for investors but only erodes investors, the market will gradually run out of trust, money and attraction. Crypto is now a pure value investing game for Rich: - Owning and accumulating BTC: a must in every downtrend phase. Altcoins may fail from the beginning of the cycle until now, but holding BTC has never been wrong. - ETH becomes the next big growth asset: put your faith in the number 2 crypto market to be the future of financial infrastructure, as Wall Street forces gradually set up on Ethereum. As for altcoins, from this period on, I probably have to set another rule: 2x - 3x is the right time to close the profit after the rule of not investing in altcoins in the previous cycle. High expectations for altcoins led to disappointment in the market. This cycle exposed the true faces of projects, funds, and even industry-leading influencers like CZ and Wintermute. And you, what do you think about this cycle? twitter.com/watashi_wu/status/...
avatar
Richard Dang
11-22
Thread
The history of TRON DAO and the story of building a billion-dollar onchain payment network empire Talking about the market share of onchain remittance networks, TRC20 is always the name that comes to mind first for Asian coin enthusiasts. Although @trondao's position has been affirmed, surely many new brothers entering the market in 2025 still do not know about TRON 's story, let's find out with Rich in this article. 1/ The birth of TRON DAO TRON is an ambitious blockchain idea, founded by Justin Sun (@justinsuntron). Sun's original idea was to build a decentralized platform for digital content – ​​where creators could make money directly without going through intermediaries like YouTube or Facebook. TRON is especially inspired by Ethereum. 2014–2017 (beginning): Sun founded TRON in March 2014, but the project only really took off in 2017 when TRON held an ICO to sell TRX Token Sale and raised $70 million on Ethereum. However, the ICO took place just before China issued an ICO ban, forcing Sun to move operations to Singapore. 2018 (Mainnet and Expansion): In May 2018, TRON launched its Mainnet, moving from the Ethereum network to a Proof of Stake blockchain. In July 2018, TRON Foundation acquired BitTorrent for $140 million. At the end of 2018, TRON reached 1 million accounts, opening a boom cycle in onchain USDT demand. 2021 (rebranded to TRON DAO): This was a major turning point when at the end of 2021, Justin Sun resigned as CEO of the TRON Foundation. The Foundation was restructured into TRON DAO - where the community holds the power to decide by voting with TRX. Currently, TRON DAO focuses on DeFi, Non-Fungible Token, stablecoins, and dApps, with USDT being the largest stablecoin on the network (over $77 billion in circulation). 2/ Milestones and challenges of TRON DAO TRON is growing rapidly thanks to low transaction fees, high speed (≈2000 TPS) and diverse ecosystem. - 2019: TRON market Capital reached 1.6 billion USD - 2023: TRON partners with Tether to launch USDD, an Algorithmic Stablecoin managed by TRON DAO Reserve. However, the project also encountered many controversies: - Legal Issues: In 2023, the SEC sued Justin Sun and TRON for selling unregistered securities via TRX/ BTT and alleging price manipulation. However, in February 2025, the SEC withdrew the lawsuit. - Criticism related to crime: In 2025, the Wall Street Journal reported that TRON handled more than 50% of global illegal crypto transactions in 2024 (about 26 billion USD). TRON DAO denies that it controls decentralized transactions, and announced the T3 Financial Crime Unit (a partnership between Tether and TRM Labs from 2024) to fight onchain crime. 3/ Current situation TRON DAO is at the peak of growth, asserting its position as one of the strongest blockchains in the world, focusing on DeFi – stablecoins – Tokenize of real assets. According to data from TRONSCAN: Users & Transactions: 342+ Million Accounts; 11+ Billion Transactions; 9 Million Transactions/Day on Medium , 2.83 Million Daily Active Accounts TVL: Around $25 billion; Protocol revenue close to $1 billion per quarter in H1 2025 Stablecoin: Market leader with $77 billion USDT in circulation; Vai of global payments & international remittances Recent Highlights: - September 2025: TRON celebrates 8 years, upgrades brand - Justin Sun is a keynote speaker at SmartCon 2025, TOKEN2049, Bitcoin Vegas 2025, Consensus HK 2025 - August 2025: Sun flies into space with Blue Origin to become Forbes' first crypto entrepreneur to become an astronaut - TRON DAO sponsors many major conferences, promotes ecosystem cooperation (Chainlink, TON) and anti-crime initiative T3 FCU #TRONGlobalFriends @TronDao_VIE
avatar
Richard Dang
11-22
The history of TRON DAO and the story of building a billion-dollar onchain payment network empire Talking about the market share of onchain remittance networks, TRC20 is always the name that comes to mind first for Asian coin enthusiasts. Although @trondao's position has been affirmed, surely many new brothers entering the market in 2025 still do not know about TRON 's story, let's find out with Rich in this article. 1/ The birth of TRON DAO TRON is an ambitious blockchain idea, founded by Justin Sun (@justinsuntron). Sun's original idea was to build a decentralized platform for digital content – ​​where creators could make money directly without going through intermediaries like YouTube or Facebook. TRON is especially inspired by Ethereum. 2014–2017 (beginning): Sun founded TRON in March 2014, but the project only really took off in 2017 when TRON held an ICO to sell TRX Token Sale and raised $70 million on Ethereum. However, the ICO took place just before China issued an ICO ban, forcing Sun to move operations to Singapore. 2018 (Mainnet and Expansion): In May 2018, TRON launched its Mainnet, moving from the Ethereum network to a Proof of Stake blockchain. In July 2018, TRON Foundation acquired BitTorrent for $140 million. At the end of 2018, TRON reached 1 million accounts, opening a boom cycle in onchain USDT demand. 2021 (rebranded to TRON DAO): This was a major turning point when at the end of 2021, Justin Sun resigned as CEO of the TRON Foundation. The Foundation was restructured into TRON DAO - where the community holds the power to decide by voting with TRX. Currently, TRON DAO focuses on DeFi, Non-Fungible Token, stablecoins, and dApps, with USDT being the largest stablecoin on the network (over $77 billion in circulation). 2/ Milestones and challenges of TRON DAO TRON is growing rapidly thanks to low transaction fees, high speed (≈2000 TPS) and diverse ecosystem. - 2019: TRON market Capital reached 1.6 billion USD - 2023: TRON partners with Tether to launch USDD, an Algorithmic Stablecoin managed by TRON DAO Reserve. However, the project also encountered many controversies: - Legal Issues: In 2023, the SEC sued Justin Sun and TRON for selling unregistered securities via TRX/ BTT and alleging price manipulation. However, in February 2025, the SEC withdrew the lawsuit. - Criticism related to crime: In 2025, the Wall Street Journal reported that TRON handled more than 50% of global illegal crypto transactions in 2024 (about 26 billion USD). TRON DAO denies that it controls decentralized transactions, and announced the T3 Financial Crime Unit (a partnership between Tether and TRM Labs from 2024) to fight onchain crime. 3/ Current situation TRON DAO is at the peak of growth, asserting its position as one of the strongest blockchains in the world, focusing on DeFi – stablecoins – Tokenize of real assets. According to data from TRONSCAN: Users & Transactions: 342+ Million Accounts; 11+ Billion Transactions; 9 Million Transactions/Day on Medium , 2.83 Million Daily Active Accounts TVL: Around $25 billion; Protocol revenue close to $1 billion per quarter in H1 2025 Stablecoin: Market leader with $77 billion USDT in circulation; Vai of global payments & international remittances Recent Highlights: - September 2025: TRON celebrates 8 years, upgrades brand - Justin Sun is a keynote speaker at SmartCon 2025, TOKEN2049, Bitcoin Vegas 2025, Consensus HK 2025 - August 2025: Sun flies into space with Blue Origin to become Forbes' first crypto entrepreneur to become an astronaut - TRON DAO sponsors many major conferences, promotes ecosystem cooperation (Chainlink, TON) and anti-crime initiative T3 FCU #TRONGlobalFriends @TronDao_VIE
LINK
0.63%
avatar
Richard Dang
11-20
NVDA saved the market a loss pushing back the Short forces. Positive news after NVDA released its Q3 financial report has dispelled the bearish sentiment of financial institutions, in the context that the Fear & Greed index just reached 9. One of the reasons why the market has recently fallen into a state of panic and money has been continuously withdrawn from the crypto gambling scene is the concern: Is AI entering a bubble? NVDA CEO, after giving a strong Q3 revenue forecast that exceeded expectations ($57 billion for Q3/2025 and $65 billion for Q1/2026), bluntly rejected the idea that the AI ​​industry is forming a bubble. Thus, the market's first concern about the AI ​​bubble is considered to be relieved, when the revenue of the leading AI company continuously grows beyond forecasts, while the number of orders is always sold out. The robotic revolution that the leading US/China tech companies are developing will make NVDA the number 1 company in the biggest tech industry of the century. And clearly, with the current data, there is no bubble here. The market is only facing the worry of whether the Fed will cut interest rates in December or not. If things go well, we will soon see a recovery and BTC Dip will likely be formed around 85K–88K. ETH holds the 3K mark, but Rich expects ETH to dip to around 27xx–28xx in the next few weeks before returning to an upward trend by the end of the year. After a chain of Dai rainy days, we are starting to see light return to the market. twitter.com/watashi_wu/status/...
loading indicator
Loading..