Crypto Fundamentalist
@cryptofundst
Exposing the weak, defending the real. Fundamental research, zero fluff. Fundamentally backed shorts only. Crypto deserves better. Let’s build it.
We’ve said it before, and we’ll say it again, because too few are heading in this direction, and we believe it matters deeply. Everyone talks about interoperability. But who’s actually building apps with a multichain strategy? That’s the real unlock. And yes, it comes with a…
Galaxy Digital… Same firm that wouldn’t comment on the leaked OTC deal with Murad to normalize retail exit liquidity for #SPX6900. Now potentially linked to the 80K BTC moved after 14 years, traced by none other than CryptoQuant, one of the few data firms we still trust in…
⚡️UPDATE: CryptoQuant CEO says the 80K $BTC moved after 14 years may be tied to the MyBitcoin hack or founder. Galaxy Digital is the reported buyer.
We just opened a small $DOT position at 3.91 to make sure we watch it closely from the inside. For a long time, Polkadot looked like brilliant infrastructure with poor value capture. But the pivot is real… native smart contracts, recurring coretime, and elastic scaling now tie…
One of the best breakdowns on $DOT we’ve seen. For too long, Polkadot’s narrative has lagged behind its tech. While others optimized for hype cycles and memes, DOT was quietly building a modular foundation most haven’t even started to understand. Now? Demand vectors are…
JP tagged us saying “@cryptofundst will be happy with this one” and he’s right. This is a strong list. If delivered with clarity and follow-through, it won’t just lift $OM, it’ll elevate the entire narrative around Mantra’s role in the RWA space. Let the C🕉️eback be built on…
Asides from the obvious (I’m not gonna say the B word) and a few special surprises planned, I’m excited to share more detailed plans around: - Product Roadmap - $OM value accrual - Licensing strategy - Updated governance models - Network decentralization C🕉️eback szn. 🫡
The token is not the product. When the token is the product, retail is the exit. Tokens are just instruments, to exchange value, not extract it. It’s that simple. #CryptoFundamentalist #Tokenomics101
Our stance on Solana remains unchanged. We see the market rewarding noisy volume and mistaking it for real value. At current levels, SOL’s market cap is hard to justify from a fundamentals standpoint. But we’re also aware that momentum can drive it much higher before gravity…
Time to take another look at our base holdings: BTC, ETH, ADA. Because while everyone’s watching memes and vapor pump, we’re tracking where the real capital flows. Let’s dig in: 1. BTC – The Institutional Heavyweight • $2.2B inflows in a single day from ETFs • $51B+ YTD,…
Changed our description on X. Time to evolve. Exposing the weak. Defending the real. Fundamental research, zero fluff. Fundamentally backed shorts only. Crypto deserves better. Let’s build it. #CryptoFundamentalist #NoFluffJustSignal
We don’t want to sound repetitive… But our heads are still buried in the unusual $OM volume, now at $1.46B in 24h. This isn’t your usual pump. It’s not meme-driven. Not futures-led. Not community-hyped. It’s structured. It’s precise. It’s intentional. Someone, or something…
$OM Spot-Driven Surge: Don’t Blame Derivatives (Yet) Open interest is only up ~52%. Funding rates? Still neutral across major exchanges. So no, this rally isn’t being fueled by leveraged longs. One thing that called our attention Bybit #2 in open interest, just behind…
As a community, it’s important we watch this Mantra volume spike closely. Let’s not forget: during the previous crash, Binance and OKX derivatives played a major role, triggering a cascade of liquidations, then reinforcing it with sell walls and arbitrage loops that made any…