Crypto market analysis Charts, trends & market insights
Joined February 2025
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HEY CT , MEET DUKE!
I've always been curious about what moves the crypto market.
Not just the green candles or sudden drops, but the things happening underneath them.
Why is one sector getting attention while another is losing it? What's driving the movement? And how much of what we're seeing is backed by actual activity?
That's why I'm here on CT.
I want to follow the market closely, share what I'm seeing, and make sense of it all through my own research and perspective.
Expect market breakdowns, interesting data, sector trends, and honest conversations about what's happening in crypto.
Still learning. Still observing. Always asking questions.
If you care about understanding the market beyond the charts, let's connect.
π€ Made with AI
Dukethegreat retweeted
My picks for the next bull cycle:
1. $GRASS β Decentralized Data Network
2. $VVV β Private AI Inference
3. $HYPE β On-Chain Trading & L1 Blockchain
4. $ZANO β Private Layer 1 Blockchain
5. $ZAMA β Confidential Smart Contracts
6. $NEAR β Next-Gen L1
7. $QNT β Blockchain Interoperability
8. $ONDO β Tokenized Real-World Assets
9. $PENDLE β Yield Trading Protocol
10. $AERO β Base's Liquidity Hub
11. $LIT β Decentralized Perpetuals Exchange
12. $ZEC β Privacy-Focused Leader
13. $PUMP β Memecoin Launchpad
14. $GEOD β Decentralized Precision Positioning
15. $TAO β Decentralized AI Network
16. $PENGU β Pudgy Penguins Ecosystem
17. $QUBIC β AI & Useful Proof of Work
18. $BP β Backpack Exchange Ecosystem
19. $CHEX β RWA Tokenization Infrastructure
20. $LINK β Decentralized Oracle Network
21. $RENDER β Decentralized GPU Rendering
22. $PYTH β Decentralized Market Data Oracle
Dukethegreat retweeted
A lot of things is going on in the finance world!
What's happened in onchain finance today so far:
@Ripple got final OCC approval for Ripple National Trust Bank
@BNYglobal will custody $XRP and $RLUSD, and its clients can mint and redeem RLUSD directly through the bank
@Ripple expanded its @RobinhoodApp partnership across RLUSD, Ripple Prime and Ripple Treasury
@Ripple Treasury launched 24/7 Returns for eligible corporates holding digital assets
@BlackRock, SBI and @StartaleGroup teamed up on JPYSC
Nasdaq, Vanguard and Wellington moved onto @CantonNetwork, with global government bonds coming to Canton too
HKGX launched tokenized gold powered by @chainlink
@BitGo and @WisdomTreeFunds partnered on tokenized money market funds
@JHIAdvisors announced $JQQQ, a tokenized Nasdaq-100 fund on RWAF member @StellarOrg, via @centrifuge
IBM, Oracle and Intel joined the objections to OKX-ICE, bringing the total to 26
β Tokenized equities are closing in on $5B in circulating supply
β $319M of tokenized stocks are now in DeFi, 10.6% of the float
β $28.9B in RWA volume across 25 venues in 24h
β $13.7B in tokenized fund issuance, led by $USYC at $2.37B
24h leaders:
β @Morpho: +$100M stablecoin DeFi TVL, +$20.4M fund DeFi TVL
β RWAF member @maplefinance: +$20.3M tokenized fund market cap
β @Uniswap led stablecoin (+$703.4M), stock (+$69.6M) and commodity (+$4.8M) DEX volume
β @ethereum: +$780.5M stablecoin DEX volume
β RWAF member @solana: +19.4K tokenized stock holders
β RWAF member @PreStocks: +12.6K tokenized stock holders
β @Ripple: +$100M stablecoin market cap
@xStocksFi had a record Q3 on @Raydium, with $2.5B+ in volume
πΌ 52 RWA jobs were posted this week on rwaf.xyz
Big day, and it's only halfway through π
Dukethegreat retweeted
Quick Market Snapshot :
$8.07B vs. $41.27B.
That's the difference between the distributed value and represented value reported for tokenized credit on RWA.xyz on October 26.
Both figures describe the market, but they measure different things.
Putting them side by side without understanding those definitions can leave readers with the wrong impression of how much value has actually been distributed onchain.
In RWA research, the definition behind a number matters just as much as the number itself.
Source: RWA.xyz
π€ Made with AI
Dukethegreat retweeted
Ethereum's next upgrade was supposed to hit the Hoodi testnet today.
It won't.
Glamsterdam was postponed after developers raised concerns about how its proposed gas changes could affect existing smart contracts.
Here's why this matters.
Ethereum wants to make state creation and access more accurately reflect the resources they consume. That's important for managing the network's growing database as it scales.
But changing gas rules can do more than change transaction costs.
It can change how existing contracts behave.
ChainSecurity found cases where a failed external call could leave a contract with a different amount of gas than its existing logic expects. Under the proposed changes, some failure-handling paths that previously reverted could instead complete.
The researchers reported finding 13 affected DeFi projects, while stressing that their search was not exhaustive.
That doesn't mean those projects were exploited.
It means the compatibility risks need to be understood before the upgrade proceeds.
And that's the bigger lesson here:
An upgrade isn't safe simply because the new code works as designed. It also needs to account for the applications already running on the network.
Ethereum still needs to solve its state-growth problem.
But shipping that solution responsibly means understanding what it changes for everyone building on top of it.
@ethereum @ethereumfndn
Solana has outperformed Ethereum over the past 90 days.
But that doesn't automatically mean Solana is winning the next leg of the market.
Both assets have been under pressure over the past month, and recent data points to cooling DEX activity across major ecosystems.
That creates an important distinction.
Price performance tells us which asset has held up better over a period.
Network activity helps us understand whether people are actually using the ecosystem.
Neither metric tells the whole story on its own.
For SOL, the question is whether its relative strength can hold up when market conditions improve.
For ETH, the question is whether demand and ecosystem activity can strengthen enough to close the performance gap.
I'm watching both, but I wouldn't declare a winner based on price alone.
Dukethegreat retweeted
πΆππ πππππ π°βππ ππππ ππππππ ππ πππ
πππππππ
ππππππ ππ π«πππ ππ πππππ πππ πππππ
ππππππππ πππππ ππππ.
You see platforms offering returns on stablecoins, and itβs easy to focus on the percentage.
But I think the more important question is: who is paying that money, and why?
This question is what led me to Maple Finance.
Maple has a product called Syrup, which gives users access to yield opportunities linked to institutional lending.
Hereβs a brief explanation:
Imagine a crypto business that needs USDC to run its operations.
It could sell some of its assets to get the money, or it could look for a loan.
If it borrows USDC from a lending pool, it has to pay interest on that loan.
That interest is one of the ways lenders can earn a return.
This is the basic idea behind lending: one party needs money, another party provides it, and the borrower pays for the privilege of using that money.
Maple brings this idea into the onchain world through its lending products.
Instead of everything happening through traditional lending systems, parts of the process can be handled using blockchain infrastructure.
Thereβs more to it than that,
We often talk about DeFi as if itβs just swapping tokens, farming rewards, or looking for the next opportunity.
But lending is another important part of it.
There are borrowers who need capital, lenders looking for returns, and platforms trying to connect the two.
Still, thereβs something I wouldnβt ignore.
Earning interest from a loan doesnβt mean the loan is guaranteed to be repaid.
A borrower can run into financial problems and fail to repay. Even when a loan has collateral, that collateral might not be enough to cover the full amount owed.
There are also risks linked to the platform, its smart contracts, and the terms of the product.
So the next time you come across a DeFi platform offering attractive returns, donβt stop at the APY.
Ask yourself:
β₯ Where is the yield coming from?
β₯ Who is paying for it?
β₯ And what happens if the borrower canβt pay back the loan?
These are important questions to ask before putting your money into any DeFi product.
Because understanding how the money is made is just as important as knowing how much you could earn.
So, what do you check first when you see a DeFi platform offering yield?
One thing Iβm watching in crypto this week isn't the price of Bitcoin.
It's how many other coins are actually holding up.
A market-breadth snapshot from October 25 showed only 18% of a defined universe of liquid crypto assets trading above their 50-day moving averages.
The median coin was down 17.5% over 30 days.
That tells a different story from watching a few large-cap coins and assuming the whole market is recovering.
And the differences between sectors matter too.
Some assets are holding up better than others. That makes it more important to look at where strength is appearing, rather than treating every altcoin as one trade.
My takeaway?
A market recovery becomes more convincing when participation broadens.
Until then, a few green charts aren't enough to call it a comeback.
π€ Made with AI
Dukethegreat retweeted
When we talk about bringing real-world assets onchain, the conversation often focuses on the assets themselves.
But thereβs another important part of the picture: how ownership is recorded and managed.
Thatβs one of the problems @fairmint is working on.
Fairmint is building infrastructure that allows company equity to be recorded onchain, with the official shareholder register maintained by an SEC-registered transfer agent.
In simple terms, it brings the record of who owns a companyβs shares onto blockchain infrastructure.
Why does this matter?
Traditional equity records often rely on separate systems and databases. Fairmintβs approach is designed to make the ownership record itself work onchain, creating a foundation for other financial applications to build on.
The project is also developing the Open Cap Table Protocol (OCP), an open standard for onchain equity.
What I find interesting about this approach is that tokenization isnβt just about putting an asset on a blockchain.
The infrastructure behind ownership matters too.
Fairmint is one project worth watching as onchain equity infrastructure develops.
Dukethegreat retweeted
crypto founders i have a lot of respect for (in no particular order):
- @VitalikButerin (ethereum)
- @chameleon_jeff (hyperliquid)
- @0xngmi (defillama)
- @EliBenSasson (starknet)
- @AndreCronjeTech (yearn / flying tulip)
- @0xDevinG (gammaswap)
- @StaniKulechov (aave)
- @PaulFrambot (morpho)
- @PhilippZentner (jumper)
- @wagmiAlexander (aerodrome)
- @tn_pendle (pendle / boros)
- @smykjain (fluid)
- @syrupsid (maple)
- @gdog97_ (ethena)
- @mist_trading (axiom)
- @haydenzadams (uniswap)
- @newmichwill (curve)
- @RuneKek (sky)
- @weremeow (jupiter)
- @shayne_coplan (polymarket)
- @SergeyNazarov (chainlink)
- @jessepollak (base)
- @toly (solana)
- @bobbyong (coingecko)
- @justinsuntron (tron)
Dukethegreat retweeted
Gm, CT
It's another week...
Keep pushing, stay positive, and trust the process. π
Happy New Week!
Dukethegreat retweeted
Happy new week frens.
This week will bring about greatness, lets see what the market has for us this week..
Shall we ?
π€ Made with AI
Happy new week frens.
This week will bring about greatness, lets see what the market has for us this week..
Shall we ?
π€ Made with AI
Dukethegreat retweeted
We are seeing MANIPULATION at its finest with bitcoin today.
They love to dump the markets at the weekend because volume is low and it is easier.
They are desperate to shake you out before the true bull run.
Do you understand?
Dukethegreat retweeted
Privacy in crypto is not just about hiding transaction details.
It's also about trusting the system that keeps those details private.
Telos is working on Tungsten, a new privacy pool for WTLOS built around three priorities:
Transparent STARK proofs
Formal verification
Lower transaction fees
Each addresses a different problem.
STARKs can remove the need for a trusted setup ceremony.
Formal verification can help establish that specified rulesβsuch as preventing the same funds from being spent twiceβhold under a defined model.
Lower fees could make private transfers more practical for everyday use.
But here's the distinction worth paying attention to:
A sound cryptographic design does not automatically make an entire product secure.
The implementation still needs to be completed, integrated and independently reviewed. Real-world performance and final fees also need to be demonstrated.
That's where Tungsten stands today: a set of design goals in development, not a finished system whose promised benefits have already been proven.
I'll be watching how Telos turns those goals into something users can actually rely on.
Because in privacy infrastructure, the technology matters.
But the evidence that it works matters just as much.
Bitcoin falling below $80K isn't the most interesting part of this move.
It's how it happened.
More than $200M in crypto positions were liquidated in an hour, with leveraged longs taking most of the hit.
That tells us something about the market's positioning.
Too many traders were exposed to the upside, and once price started falling, forced closures added more selling pressure.
But I wouldn't call this a bottom just because leverage got flushed out.
Liquidations can accelerate a move. They don't tell us whether the underlying demand is strong enough to stop it.
The next thing I'd watch is how BTC behaves around $80K.
A quick reclaim would suggest buyers are willing to absorb the panic.
Failure to recover it would leave the market with another level to prove.
The leverage is getting cleared.
Now let's see if actual buyers show up.
Dukethegreat retweeted
Bitcoin ETFs attracted more than $1 billion in three trading days.
Yet Bitcoin still struggled to hold its ground.
Thatβs an important distinction.
ETF inflows tell us money is entering spot Bitcoin funds. They donβt tell us that every other seller has disappeared.
Existing holders can take profits. Derivatives traders can add selling pressure. Macro uncertainty can also weigh on risk appetite.
So strong inflows and weak price action aren't necessarily contradictory.
The real question is whether that demand is strong enough to absorb the supply coming into the market.
If inflows continue and Bitcoin starts reclaiming resistance, the picture gets more constructive.
If price keeps weakening despite continued inflows, we need to ask what those buyers are up against.
Capital is entering. The market still has to prove what it can do with it.
Bitcoin is still stuck in a range.
And the interesting part isn't just the price levels. It's what happens when price reaches them.
Glassnode's latest analysis identifies $80Kβ$81.5K as a key demand area, while $85Kβ$87.5K holds a concentration of potential selling pressure.
That creates two very different tests for the market.
If BTC breaks above the upper zone and ETF inflows return with stronger volume, buyers would have a stronger case.
If it loses $80K on a daily close, the recent recovery starts looking much less convincing.
Neither outcome is guaranteed.
For now, the question isn't whether Bitcoin can break out.
It's whether demand is strong enough to absorb the supply waiting above it.
Dukethegreat retweeted
$7,700,000,000 in $ETH short liquidations.
$1,880,000,000 in ETH long liquidations.
There are now over 4x more shorts than longs for ETH.
