Takepileの‌価格TAKE

Attached image from the video I posted 11th August. ETH put in it's current top 24th August, then we corrected into the 6th, before now reversing. IF we rally into late Sept, then 26th is a major ⚠️date for me. We have a lot of narrative validation around alt-szn, and yet also a mix of belief and disbelief. + We have totally torn sentiment around FOMC. If they do end up igniting a strong rally tomorrow, then you have to question where the trap has been laid IMO. If this were to play out, the expectation would be we distribute in October, break down in November and potentially find a bottom in December. As always: this is just an idea. But, the idea for the past 5 weeks has been good. + I imagine this is scenario few can even fathom happening. FWIW: If this were to play out, I still think there's the potential we get major alt upswings, but maybe it comes December onward - after rekking everyone (again) fist. Also worth considering the idea I shared on ETH and the SFP, following BTC, XRP, SOL and BNB. We've already had one SFP of the weekly, and the idea was that we can certainly do it again. From the current high ETH dropped -15%, that is less than BTC's SFP. All of the other top 5 dropped 30-60%, before resuming upward. So if we do uspwing into that date of the 26th September, and ETH looks to put in another weekly SFP - then ⚠️. Again - it's an idea, and it's been right so far. Take it with a pinch of salt - all ideas are fallible.

RT @arndxt_xo: Macro, FOMC & Narratives: My Take Every FOMC event gets reduced to a binary choice: “cuts = bullish, hikes = bearish.” Rea…

Transcription of @PanteraCapital on @CNBC today. Dan Morehouse is the OG of crypto funds. - How do you think about Ethereum vs Solana right now? Dan: There are going to be a lot of important blockchains over time. Solana is the fastest, cheapest most performant and has better performance than even Bitcoin over the last 4 years. - Is it a winner take all? Dan: No it isnt there is not a winner take all on the internet, there are many internet companies, but our biggest position is Solana we have $1.1b $SOL on our books. There will be a single digit number of Layer 1s. We have held huge Ethereum positions and started with all Bitcoin. But Solana is now our biggest holding.

As @HyperliquidX’s HyperEVM ecosystem surges past $3.41B DeFi TVL & $6.91B stablecoin depth, it’s inevitable that foundational DeFi sectors + dynamics start to take shape. @mETHProtocol has been quick to capitalise since inception, securing a first-mover edge in building real ecosystem utility. Today, $cmETH has become a core pillar across HyperEVM with unmatched opportunities: 🔸+880% supply growth since inception 🔸~2.89% base yield on mETH (beating stETH’s 2.7% & rETH’s 2.35%) 🔸Scaled APYs of 5.0–7.69% (~1.7–3.35x underlying yield) On top, exclusive Powder reward multipliers (10x–40x) across DeFi integrations make yield returns even more compelling. This is where mETH Protocol is uniquely positioned to compound its existing dominance as HyperEVM further matures into one of the biggest DeFi hub. And with ETH’s renewed momentum + Hyperliquid’s growth trajectory, this positioning only strengthens imo.