Amir Ormu

Amir Ormu

13,719 Twitter followers

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on-chain analyst at @castle_labs 🏰 | alpha hunter at @dcdao_ 💎 | @AlfaDao_ 🐍 | @Steak_Studio ✍️ | tracking smart money 24/7

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Binance insolvent?! 🚨 This FUD is all over CT, but the data tells a different story. Most CEXs are seeing inflows, not outflows. Over the last 7 days, Binance recorded +$950M in net inflows. Bitfinex followed closely with +$945M. Only OKX and Gate saw slight outflows. Moral of the story: don’t believe everything on your timeline.

Vibeshift on Ethereum! $ETH mainnet is being used more than EVER. For years, daily active wallets hovered around 400k. That changed in 2026. we’re seeing a real time breakout: 1.2M+ DAILY active wallets.

VC payday incoming! 📉 🔓 Major token unlocks in February: Feb 6 - $BERA: $206.5M 🚨 Feb 9 - $KMNO: $4.5M Feb 10 - $LAYER: $52.0M Feb 13 - $IP: $363.5M 🚨 Feb 13 - $BLUR: $15.5M Feb 18 - $MELANIA: $3.5M Feb 18 - $ZRO: $45.4M Feb 20 - $KAITO: $14.2M Feb 21 - $TON: $55.4M Feb 28 - $RED: $156.1M 🚨 Are pumps just for shorting?

onchain AI agents have improved a LOT... we’re now seeing AI agents perform Yield Farming strategies, Loop DeFi positions, and go delta neutral on perp DEXs, etc. they used to ONLY long or short XYZ tokens LOOOL, which wasn’t useful at all. It’s kinda CRAZY to me now. onboarding retail into DeFi will be super easy with these agents. you write what you want to do in plain text, and the agent implements it as a strategy (you can try it with @Infinit_Labs’ Prompt-to-DeFi). these AI automations are going to save us a ton of time. we’re still early, and the future of onchain AI agents looks really bright to me. twitter.com/AmirOrmu/status/20...

Farmers, take note 👀 @variational_io just hit new ATHs in both active addresses and TVL - and today saw their largest daily net inflow yet at nearly $11M USDC. Looks like a clear rotation from $LIT farmers into Variational. They’re currently distributing 150k points per week, with TGE expected later this year. 🪂

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