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DEGEN - INSIGHTS
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DEGEN - INSIGHTS
🆘 BACKPACK ANNOUNCEMENT REGARDING TOKENOMICS 🆘 Total supply: 1 billion Token. The number of Token received from points and Non-Fungible Token will be unlocked at the time of TGE, and then the number will be unlocked in stages depending on performance (similar to KPIs in MEGAETH). 1) TGE (25%) - 250M tokens - Number of people holding points: 24% - Mad Lads holders: 1% - All tokens were Airdrop; no Token were distributed to the team/VC. 2) Pre-IPO Phase (37.5%) - 375M Tokens - Token Lockup when service growth milestones are reached, product expansion is achieved, and market access is increased. - Unlocked Token will be distributed to users. 3) Post-IPO Phase (37.5%) - 375M Tokens - Stored as a financial asset of the company (Backpack Inc.) - It is not possible to pay the team/insiders directly (to prevent panic selling). - Locked in for at least one year after the IPO, with transparent practices regarding the share value. Note: IPO refers to the company's IPO (not a Token IPO).
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DEGEN - INSIGHTS
🤙 Sean Farrell, the most controversial figure right now. 💥 Sean Farrell? - Director of Digital Asset Strategy at Fundstrat, co-founder with Tom Lee (currently the largest ETH holder ) and currently working as a principal researcher. 💥 His predictions - In mid-December 2025, while Tom Lee declared a bullish outlook, Sean Farrell predicted a major correction in Q1 2026 (according to an internal Fundstrat report). - Reasons for the predicted correction include the US government shutdown, the risk of a trade war, concerns about overinvestment in AI, and market complacency (lack of attention to risk, making it vulnerable to shocks). - Despite disagreements with Tom Lee on various points of view, Sean Farrell is a key figure as he is responsible for the organization's long-term strategy, while Tom Lee is responsible for the digital asset strategy. Sean Farrell predicted a Bitcoin correction from $60,000 to $65,000, Ethereum from $1,800 to $2,000, and Solana from $50 to $75, and all of those predictions have been reached as of today. 💥 So what's the remaining scenario? According to Sean Farrell's statement in mid-December 2025, after the correction in Q1 2026, Bitcoin will rise to $115,000 and Ethereum will rise to over $4,500 by the end of the year. - When real interest rates fall due to Fed policy, liquidation will increase in the cryptocurrency market, and that's when the market will rebound. - This correction will be milder than previous downturns in the cryptocurrency market. Here's the full Twitter information for anyone interested: Link Note: On February 5th, Sean also advised people to buy at the Dip. Do you think the market will fall further?
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DEGEN - INSIGHTS
🤙Ray Dalio warns of a “Global Currency War” – Why has gold suddenly become a more important asset than stocks? 1. When Money Becomes a "Weapon" – A Terrifying Message from Ray Dalio Legendary investor Ray Dalio has just made a very noteworthy observation: The world is very close to a “ Capital war”—where money, debt, and access to financial markets are used as geopolitical tools. Not a military war, but a financial war. The signs are becoming clear: - Trade embargo - Blocking access to Capital markets - Control cross-border money flows - Using bonds and public debt as leverage. The most worrying thing is that no one needs to declare war, yet the financial system can still become Shard. This is precisely why global money flows have shifted dramatically in the last two years, with central banks buying record amounts of gold, US bonds experiencing significant volatility, and investment Capital withdrawing from risky markets in shorter cycles. 2. Why is gold rising sharply but still experiencing significant volatility? Dalio argues that investors are misunderstanding gold. Many people see gold as a short-term trading tool, while institutions view it as insurance for the financial system. The nature of gold is not to predict — but to hedge. - When the economy is good, gold becomes less attractive. - During times of instability, gold becomes a safe haven. - When the monetary system is in doubt, gold rises the most. Notable statistics: Gold rose approximately 65% ​​year-over-year before correcting about 16% from its peak. High volatility, but the trend remains defensive. In other words, large swings are characteristic of safe-haven assets during times of uncertainty—not a sign of the end of a trend. 3. What Dalio wants to emphasize: allocation is more important than prediction. Dalio's core philosophy isn't to "buy gold now." He says the biggest mistake is trying to predict short-term gold prices. Instead, determine the proportion of gold in your portfolio and maintain it. This is the mindset of national funds and central banks: - No trading - No timing - Systemic risk management only Gold acts like a "shock absorber" when financial assets experience a crisis of confidence. 4. What does this mean for stock market investors? During a normal cycle: - Stocks = growth - Bonds = stability - Gold = weak However, in the current cycle (multipolar – geopolitical – high debt), stocks are highly volatile, bonds have lost their defensive Vai , and gold has reverted to its original Vai as a currency hedge. This is why central banks are buying gold more aggressively than ever before, defensive money flows are increasing, and market volatility is becoming increasingly "shocking" but short-lived. The market is no longer experiencing long-term collapses but rather "continuous shocks." 5. Strategic Perspective The biggest message from Ray Dalio: We are entering a phase where the structure of the financial system is more important than the economic cycle. This means that we no longer need to analyze interest rates or corporate profits alone, but must also analyze the structure of global Capital flows. Those who do not adapt will see their portfolios become much more volatile than before. Conclude Gold is rising not because of a bad economy, but because of confidence that the financial system is easing its safety margins. Ray Dalio didn't say the market was about to crash. He said systemic risk was increasing, so structural defense was necessary. This was the biggest shift in investment thinking of the decade.
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DEGEN - INSIGHTS
Almost a week has passed since I shared my perspective and finalized it. Let's review the BERA timing view again. Today, $BERA is still among the TOP projects with the best recovery in recent Altcoins -> There might be some reasons I think are quite good. 1 $BERA -> Already at Lowcap level 60-50M FDV 250M, meaning a low valuation compared to other L1 stocks. -> During this phase, the project is very easy to manipulate prices and there is a significant supply squeeze. 2. Ecosystems are moving in a new direction. -> Focus on core projects rather than more lucrative ones -> The community is still there -> Healthy ecosystem 3. The direction $BERA is changing -> Making the Token more valuable for the Community to party. 4. Disadvantages: There is still significant pressure from the VC (Vietnamese Communist Party). I'm now focusing on the recent BERA region for an additional period. Note: This is a personal and subjective opinion -> Not investment advice
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DEGEN - INSIGHTS
02-06
🏛️ STRATEGY ANNOUNCES Q4/2025 RESULTS: CONTINUES TO BE THE LARGEST HOLDER OF BTC IN THE MARKET Strategy has just officially released its Q4 2025 financial report, reaffirming its position as the world's largest institutional Bitcoin holder with record-breaking figures. • Massive Bitcoin storage: Strategy currently holds 713,502 BTC. • Investment performance: The BTC Yield (Bitcoin yield) index reached 22.8% for the entire year of 2025 (currently it is negative). • Top 1 in Capital: Strategy was the largest issuer of equity in the United States last year, successfully raising $25.3 billion. The move to raise over $25 billion in a year to "absorb" Bitcoin shows that Strategy is not just a software company, but has transformed itself into a true "Bitcoin Bank". PS: With financial reports like this, will they continue raising funds to buy more Bitcoin, guys? :)))
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