perry

perry

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When Reddit isn’t enough | Research @TheBlock__

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EV on $BTC mining is down 73% since the last halving Miners are getting rekt as competition has increased while BTC prices have compressed. Without more onchain activity, margins will continue to shrink $WGMI Mining ETF down -16% YTD twitter.com/perry8888_/status/...

Currently @xStocksFi issues 8/10 of the top tokenized stock tokens with @OndoFinance in second These tokens account for <1% of BTC's daily vol so there's a lot of catching up to do But alongside HIP-3 volume the demand is clear. People are desperate to long anything but crypto

Hyperliquid has entered prediction markets with HIP-4 enabling binary outcome trading Prediction markets are the fastest growing sector with nearly $36bn in cumulative volume across @Polymarket and @Kalshi House of all finance. twitter.com/perry8888_/status/...

The potential reward for a crypto native social network is so high almost any risk is worth x.com/perry8888_/status/201585...… twitter.com/perry8888_/status/...

SocialFi remains a moonshot bet despite $2B+ deployed 2021-2024 It's a compelling thesis with massive TAM but the transitions of @farcaster_xyz and @LC show just how difficult it is to disrupt the stickiness of the status quo twitter.com/perry8888_/status/...

Which way western man? CEX volumes getting crushed, but $BTC ETF to spot BTC ratio up 2x since a year ago. Traders are going anywhere but on CEXs twitter.com/perry8888_/status/...

BitGo is the first crypto IPO of 2026 and is being priced at $2b with $100b AUC 2025 crypto IPO performance has been mixed: Circle -32%, Figure +111%, Gemini -72%, Bullish -60% since listing twitter.com/perry8888_/status/...

ARK Invest: "Ethereum Remains The Preferred Blockchain For On-Chain Assets" RWA market cap on the chain has grown 7x since Jan 2024, but ETH price is only up 28%. Someone tell prices that insittutions are here twitter.com/perry8888_/status/...

Everyone is talking about Hyperliquid and the USDH RFP. This is going to kingmake a stablecoin issue. Here is why all the issuers are simping

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