A "Golden Opportunity" After Leverage Purge? Data Suggests a "Structural Bottom" is Forming in Crypto Markets
Summary The cryptocurrency market has experienced a significant decline recently, losing $1.1 trillion in total market capitalization over 41 days. Bitcoin fell 25% in a month, and Ethereum has dropped 35% since early October. This downturn is analyzed as a structural adjustment, primarily caused by excessive market leverage which amplified price volatility and triggered massive liquidations, such as the single-day liquidation of $19.2 billion on October 11th. Although no substantial bearish ...
A "Golden Opportunity" After Leverage Purge? Data Suggests a "Structural Bottom" is Forming in Crypto Markets
Summary The cryptocurrency market has experienced a significant decline recently, losing $1.1 trillion in total market capitalization over 41 days. Bitcoin fell 25% in a month, and Ethereum has dropped 35% since early October. This downturn is analyzed as a structural adjustment, primarily caused by excessive market leverage which amplified price volatility and triggered massive liquidations, such as the single-day liquidation of $19.2 billion on October 11th. Although no substantial bearish ...
GhostWare: Building a Next-Gen Anonymous Network on Solana
1. Why Privacy on Solana Matters Bitcoin was once sold as “anonymous cash”; we now know it is merely pseudo-anonymous. Chain-analysis firms routinely de-anonymise users, and Solana’s default transparency—every address, balance and program call is visible—makes it an even richer surveillance target. High speed creates high-resolution behaviour data. Without built-in privacy, traders leak alpha, institutions leak compliance data, and retail users leak personal safety.2. Tech Tree: From Mixers t...
GhostWare: Building a Next-Gen Anonymous Network on Solana
1. Why Privacy on Solana Matters Bitcoin was once sold as “anonymous cash”; we now know it is merely pseudo-anonymous. Chain-analysis firms routinely de-anonymise users, and Solana’s default transparency—every address, balance and program call is visible—makes it an even richer surveillance target. High speed creates high-resolution behaviour data. Without built-in privacy, traders leak alpha, institutions leak compliance data, and retail users leak personal safety.2. Tech Tree: From Mixers t...
Tiger Research Ups Bitcoin Price Target to $200,000 for Q4 2025
Tiger Research has released a report upgrading its Bitcoin price target for the fourth quarter of 2025 to $200,000. This forecast is based on the following key factors: * Sustained Institutional Buying: Despite market volatility, Bitcoin spot ETFs saw net inflows of $7.8 billion in Q3, as institutional investors viewed price pullbacks as entry opportunities. For instance, MSTR added 388 BTC in a single week. * Elevated but Not Extreme Valuation: The MVRV-Z Score of 2.31 indicates high valuati...
Tiger Research Ups Bitcoin Price Target to $200,000 for Q4 2025
Tiger Research has released a report upgrading its Bitcoin price target for the fourth quarter of 2025 to $200,000. This forecast is based on the following key factors: * Sustained Institutional Buying: Despite market volatility, Bitcoin spot ETFs saw net inflows of $7.8 billion in Q3, as institutional investors viewed price pullbacks as entry opportunities. For instance, MSTR added 388 BTC in a single week. * Elevated but Not Extreme Valuation: The MVRV-Z Score of 2.31 indicates high valuati...
MetaDAO 10× in a Week: What’s Still Worth Buying?
From Meme to Mechanism: Why MetaDAO Is Pumping MetaDAO, Solana’s on-chain launchpad that replaces voting with betting, has become the hottest ticket in crypto. Its platform token META tripled during China’s National-Day holiday, while its first ICO, privacy protocol UMBRA, delivered a 700 % pop from $0.30 to $2.10 in four days. The rally is driven by two words: sustainable speculation. Instead of sending funds straight to founders, MetaDAO locks USDC in an on-chain treasury and lets traders d...
MetaDAO 10× in a Week: What’s Still Worth Buying?
From Meme to Mechanism: Why MetaDAO Is Pumping MetaDAO, Solana’s on-chain launchpad that replaces voting with betting, has become the hottest ticket in crypto. Its platform token META tripled during China’s National-Day holiday, while its first ICO, privacy protocol UMBRA, delivered a 700 % pop from $0.30 to $2.10 in four days. The rally is driven by two words: sustainable speculation. Instead of sending funds straight to founders, MetaDAO locks USDC in an on-chain treasury and lets traders d...
DeFi OGs Are Back: Curve Daddy vs. AC, Round 2025
1. The Elevator Pitch Two godfathers, two blue-chips, two brand-new toys:Yield Basis – Michael “Curve” Egorov wants to turn BTC into a fee-bearing ybBTC that never suffers impermanent-loss.Flying Tulip – Andre “I quit/I'm back” Cronje is building a single-router CEX-killer: spot + perps + options + lend/borrow with an AMM that bends its curve when volatility spikes.Same north-star: make on-chain liquidity feel like Binance, but keep the self-custody.2. Yield Basis – “stETH for Bitcoin” Chain:...
DeFi OGs Are Back: Curve Daddy vs. AC, Round 2025
1. The Elevator Pitch Two godfathers, two blue-chips, two brand-new toys:Yield Basis – Michael “Curve” Egorov wants to turn BTC into a fee-bearing ybBTC that never suffers impermanent-loss.Flying Tulip – Andre “I quit/I'm back” Cronje is building a single-router CEX-killer: spot + perps + options + lend/borrow with an AMM that bends its curve when volatility spikes.Same north-star: make on-chain liquidity feel like Binance, but keep the self-custody.2. Yield Basis – “stETH for Bitcoin” Chain:...
