Investor and Trader
Joined December 2010
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Crypt0Go1d retweeted
market cheat sheet for Q4
save your time, don't waste hours looking at charts 👇
bullish signs:
1. $80k has held every single test
2. $BTC leverage lowest in months, OI ~$92B vs $110B+ in sep
3. still well above the daily 200 MA (~$73k), HTF trend intact
4. whale holdings highest since nov 2025, accumulating at the fastest pace since feb
5. $OTHERS still ~34% above the $160B jun-aug base
6. alts retesting weekly levels after the first pump
7. Arthur Hayes sold. historically a decent contrarian signal
bearish signs:
1. $80k gets weaker with every tap
2. lost the daily 50 MA + 4h death cross
3. spot CVD back at august lows, exchange spot sold the whole rally
4. OI dropping as price drifts = longs leaving, no new demand
5. alt leverage still near 2026 highs outside a few names
6. $OTHERS rejected exactly where alts broke down last october
7. midterm years historically see a dip before the big run
best R:R alts showing demand during this chop:
$ENA
$ZRO
my bias:
1. a midterm dip can give amazing opportunity. split congress usually means less policy chaos, which markets tend to like, so trump can't do chaotic things as easily
2. post-midterms have always followed with a bullish market
3. alts at weekly levels will offer september-style R:R
4. everyone is waiting to buy $75k, so any dip there gets bought fast tbh
5. if alts lose weekly levels (~$200B $OTHERS), expect weeks of chop before the next rotation. patience either way
6. levels i’m watching:
- 4h close above $83.5k = bull case confirmed
- daily close below $79.8k = 200 MA at $73-75k comes into play
market has been a nightmare, but sitting on your hands and not losing money is a trade in itself
there will be better times
1. Lots of Bitcoin morons who talk their book think gold is "cooked" after the recent news on turning mercury into gold. While that's cool and impressive, and not the first time, it's just not economically viable and the amount of energy required is just as astronomical.
4. The fact that these Bitcoiners use the gold news to talk up Bitcoin and it's price should tell you something.
Crypt0Go1d retweeted
@grok how much gold in grams or mcg did they make? What did it cost? How economically feasible is this and is this an actual threat to golds scarcity? I highly doubt it’s economically feasible.
Crypt0Go1d retweeted
they’re calling it “Black October” and i don’t think people realize how serious this is
in the last 48 hours there have been over 27 major cybersecurity incidents. not in a month. not in a week. in 48 hours
any ONE of these would normally be the biggest story of the year
PHP: critical vulnerability in the software running 80% of the web. severity 9.2 out of 10
Node.js: high-severity flaw letting attackers take over servers remotely. affects versions 22, 24, and 26
Java: also compromised. three of the most used programming languages on earth hit at the same time
GitLab: a perfect 10 out of 10 severity hole in every version since 2014
Railway: hosting platform compromised. API keys for OpenAI, Claude, Stripe potentially exposed
Signal: a bug that could leave your mic and camera on after you hang up
WordPress: hackers stole a plugin maker’s keys and planted backdoors on websites
LiteLLM: an AI tool downloaded 3.4 million times a day was poisoned with a password stealer
and that’s not even half the list
thousands of AI agent swarms are reportedly scanning and attacking vulnerable servers right now. automated. around the clock
security researchers are saying this might be the early stages of a global cyber incident that nobody fully understands yet
if you run a website, use cloud services, store API keys on hosting platforms, or use any software built on PHP, Node.js, or Java you are potentially affected
update everything. rotate your API keys. change your passwords on critical services. enable 2FA everywhere you haven’t already
this is not a normal week on the internet. this is something different
Crypt0Go1d retweeted
My new interview with Darrell Thomas covers gold, energy, inflation, bonds, the wars in Ukraine and Iran and more. It's all connected.
youtu.be/kiA4uJzJQog?si=p4ph…
Crypt0Go1d retweeted
$JUP's fundamentals deserve a closer look 👀
@JupiterExchange:
• directs 50% of onchain revenue to jup buybacks
• has burned 3b jup
• passed its net-zero emissions vote with 75.3% support
• offers swaps, perps, lending and borrowing
JUP @ 0.34 is still highly undervalued
Crypt0Go1d retweeted
🚨 AI COMPANIES ARE ALREADY PREPARING FOR A MAJOR AI DISASTER.
Top executives at OpenAI, Anthropic, and other AI firms are planning for what happens after a serious AI-related event.
The main fear is a cyberattack that knocks out banks, internet access, power, or even water systems.
Some people in the industry believe a major incident could happen within the next 6-12 months.
Companies are already discussing emergency rules, political backlash, and even kill switches for advanced AI.
And that shows how scary this could get.
Crypt0Go1d retweeted
Today I call upon the blockchain industry to calmly begin planning for "bunker mode". My personal recommendation is to set in motion a controlled mass migration of assets to fresh addresses, i.e. addresses whose pubkeys remain hidden behind a hash.
Holders, starting with large and sophisticated ones, should consider moving the bulk of their funds to addresses that have never signed a transaction. And when they do sign one, they should also move remaining funds to a new address (possibly generated from the same seed phrase).
Don't rush. While I believe there is cause for action a rushed migration would do more harm than good. Don't panic either. Moving assets to protected addresses is a simple, preventative step which does not require new cryptography or new wallets.
IMO it is now reasonable to brace for the possibility that ECDSA breaks before qday, in the worst case in months not years. By "break" I mean fast private key recovery (e.g. in one week) on available hardware (e.g. a large GPU cluster).
Recent days have been humbling for human mathematical intuition. Long-held, unquestioned hypotheses have fallen. This includes the n log(n) bound for integer multiplication and the 3SUM conjecture. In hindsight, May's unexpected disproof of the Erdős unit distance conjecture was our warning shot.
Yesterday's OpenAI drop made it clear that mathematical superintelligence is upon us. They say there are weeks where decades happen. We are about to live through weeks where centuries of mathematical progress happen. Could our magic 64-byte ECDSA signatures be too good to be true? Was it just security through obscurity all this time?
Elliptic curves feel especially vulnerable to superintelligence. Curves carry rich structure, with room for fancy tricks like Schoof, Frobenius, pairings. (By contrast, hashes are designed to minimise algebraic structure.)
Separately, as Ewin Tang can attest, an efficient quantum algorithm sometimes foreshadows an efficient classical one. We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once.
Also noteworthy is the striking under-representation of cryptographic breakthroughs among the 722 mathematical results OpenAI published. I've witnessed first-hand the US government censoring academic quantum cryptanalysis results. Backroom interventionism is my base case.
I urge large, sophisticated actors to lead by example. Project11's "risq list" (bitcoin-risq-list.projecteleven[.]com) is a great tracker of exposed BTC pubkeys. Binance, Bitbank, Robinhood, Bitfinex, and Tether have an opportunity to harden their cold storage. Next month I'll address institutions in London in a live Q&A (forum.ethereuminstitutional[.]org/london-2026).
Again, please do not rush. Wallets holding under 50 BTC enjoy partial cover from "Satoshi's shield", i.e. his 20K exposed addresses that hold 50 BTC each. Load-bearing signers like oracles and L2 security councils should consider rotating ECDSA pubkeys with every signed message and/or multi-signing with a hash-based schemes like SPHINCS.
Exiting bunker mode safely will require post-AI cryptography. My inclination is to go all-in on hash-based cryptography and avoid structured mathematical assumptions entirely, whether from curves, lattices, or isogenies. A single battle-tested hash (e.g. from the SHA or BLAKE families) yields plausible post-AI security.
The Ethereum roadmap on strawmap[.]org fully embraces hash-based cryptography with end-to-end formal verification as a response to the quantum threat. Those timelines must now be revisited and accelerated in light of mathematical superintelligence. I'll be pushing for maximum defensive acceleration.
Crypt0Go1d retweeted
Injective is working hard to grow its memecoin ecosystem.
Just days ago, two @injective token launchpads went live in the form of @runupdotfun and @sproutsomefun.
Today, the official $INJ account announced that its new "Trench Treasury", and the Injective Foundation has allocated token rewards specifically two the communities of those two launchpads.
Injective clearly understands the value that memecoin trading and retail activity brings to a blockchain network...
Crypt0Go1d retweeted
The wait is over.
Sprout is LIVE on trysprout.fun 🌱
CA: 0x503f2A7bAc1E2ff2800Aa92EdB82abeF0bFA631E
Crypt0Go1d retweeted
🚨READ VERY CAREFULLY🚨
$UNI MIGHT HAVE ONE OF THE MOST INSANE CONFLUENCE SETUPS IN CRYPTO RIGHT NOW. 🦄🔥
This isn’t some random altcoin with a pretty chart and zero fundamentals.
This is Uniswap; a protocol that has processed $4.7+ TRILLION in volume sitting beneath a macro structure developing since 2021.
UNI is attacking the multi-year descending resistance that has rejected essentially every major rally since the last cycle.
And if it breaks…the targets get ridiculous.
🎯 MACRO FIB ROADMAP
0.618 → $15.49
0.786 → $25.41
1.13 → $70.00
1.272 → $106.36
1.414 → $161.61
1.618 → $294.76
But here’s where this gets REALLY interesting:
📐 Macro pattern measured move → ~$100+
🎯 1.272 Fib → $106.36
🏦 Standard Chartered target → ~$100
Three completely different frameworks converging around the SAME price zone. 👀
And UNI’s fundamentals have changed dramatically.
🔥 THE BUYBACK/BURN ECONOMICS
For years, UNI’s biggest weakness was simple: Uniswap could dominate decentralized trading without UNI holders having much direct economic exposure.
That’s changing.
Protocol fees can now feed the TokenJar + Firepit system, connecting Uniswap activity with UNI permanently removed from circulation.
More activity → more potential fees → more UNI burned.
Governance also approved a MASSIVE 100 MILLION UNI retroactive treasury burn roughly 10% of the original 1B supply representing what could have been burned had the system existed earlier.
⛓️ UNichain → UNI
Net Unichain sequencer economics can also feed UNI burns.
UNI is increasingly capturing economics from an entire Uniswap ecosystem, not simply DEX swaps.
💰 MEV → UNI BURNS
Proposed Protocol Fee Discount Auctions (PFDA) could capture value historically lost to MEV searchers/validators and redirect auction proceeds toward UNI burns.
⚙️ UNISWAP v4
v4 Hooks transform liquidity pools into programmable financial infrastructure:
Dynamic fees. Custom execution. Specialized liquidity. Permissioned markets. New pool structures.
Proposed aggregator hooks could even source external liquidity while creating another potential fee/burn mechanism.
Uniswap is trying to become the liquidity + execution layer for onchain markets.
🏦 AND TRADFI IS SHOWING UP
Permissioned v4 infrastructure opens the door for regulated assets and institutional liquidity, with names including Securitize and Superstate involved in the ecosystem.
SMBC Nikko + Nethermind are also building a Japan-focused DeFi gateway on Uniswap v4 targeting stablecoins, RWAs and regulated digital assets.
Then comes potentially the biggest catalyst:
🌎 TOKENIZATION
Stocks. Bonds. Funds. Stablecoins. RWAs.
As traditional assets move onchain, markets become global, programmable and 24/7.
Tokenized assets are already trading through Uniswap infrastructure, with a huge portion of tokenized-equity activity occurring outside traditional U.S. market hours.
If trillions in traditional assets eventually migrate onchain, somebody needs to provide the liquidity and execution infrastructure.
Uniswap is positioning itself directly in the middle.
So zoom out:
🦄 4.7T+ historical volume
🔥 Protocol-fee-driven UNI burns
🔥 100M UNI retroactive burn
⛓️ Unichain economics → UNI burns
💰 Potential MEV capture through PFDA
⚙️ Programmable v4 Hooks
🌐 Potential aggregation of outside liquidity
🏦 Institutional / permissioned pools
🇯🇵 Japanese financial infrastructure on v4
🌎 Tokenized equities + RWAs
📈 Potential multi-year breakout
And the chart brings everything together:
Pattern target → ~$100+
1.272 Fib → $106.36
Standard Chartered → ~$100
That’s the confluence I care about.
And if UNI eventually breaks THROUGH that zone?
1.414 → $161.61
1.618 → $294.76
Those aren’t guarantees. They’re the next macro extensions if UNI enters genuine price discovery.
$UNI isn’t simply a bet on another DeFi summer.
It’s a bet that global financial markets move on chain.
