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We track narratives before they change. Find the next winner in crypto by following where the interest is heading to. Weekly premium reports available. Support: @XBTAnalyst
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3 394
I think weāre slowly starting to see the Adoption Shift reflected in price when looking at the performance of the long-term projects from our FREE REPORT from a few weeks ago..
It was this one here: https://t.me/researchcitadel/1088
As you can see, Iām not trying to pick just any projects. Iām focusing on those with asymmetric upside potential.
When I say that the goal is for us to win together, I truly mean it.
The only project here that has underperformed is also the one with the greatest asymmetry.
I believe that once the real breakthrough happens, it will reward the long wait.
Keep in mind that itās important to distinguish between long-term projects and momentum plays.
We still have a somewhat longer road ahead of us before the real wave of liquidity starts flowing into this space.
Yesterday, I also showed in the Weekly EDGE³ just how small the on-chain market on Robinhood still is, for example.
We really are still in the very early stages.
Enjoy your weekend!
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3 394
A quick TIBBIR update that I think everyone should see.
Anyone who has been with us from the beginning here knows how deep the TIBBIR connections to Ribbit Capital is, as well as to Micky Malka, the founder of Ribbit Capital.
Iāve been trying to figure out why there are still no official HOOD shares on the Robinhood Chain and while doing my research, I was reminded of something that happened over the past few months.
Shortly before Robinhood went live with everything, Micky Malka was actively buying millions of dollars worth of HOOD shares.
On top of that, the official Tibbir Holdings LLC holds 102,183 HOOD shares now.
So hereās the question: What if these shares are eventually tokenized and somehow connected to TIBBIR?
That could also explain why weāve suddenly seen such aggressive accumulation over the past few weeks.
Personally, I would ignore the current volatility. If there really is a connection here and all of these pieces turn out to have a deeper meaning, I think we were incredibly lucky to have been here since 2025 and still have the opportunity now.
And if this ultimately turns out to be what I suspect, we could be looking at a project that becomes part of the agentic AI ecosystem.
Thatās also why Iām not setting any market cap targets here. How am I supposed to put a valuation on something that has never existed before?
It will only become easier to estimate once we know what it actually is and how the flows work.
The tokenized HOOD shares could still come at any time, donāt get me wrong. But I found it interesting that these exact shares are being held by the Tibbir holding.
But for now, we have to be patient.
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3 394
Have you traded anything on Robinhood Chain at least once in the past few weeks/ days?
š„ - Yes
š» - No
3 394
+2
I donāt think the timing could have been any better.
A lot of members asked me which project offered a good risk-to-reward setup for a LONG projects and Spacehood was the one that stood out to me. Thatās why I posted it in the channel and weeks before in the Momentum section.
This is exactly the kind of precision that matters during momentum phases like this.
To join us for September, send āEDGE³ Circleā to @XBTAnalyst and heāll send you all the details.
Iām already looking forward to September, itās going to be exciting.
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3 394
TIBBIR continues to be accumulated by larger players.
I think weāre getting closer and closer now.
Iām especially happy that this was our first Gem in this channel and that we were so early, we already verified it as a Gem back in April or May 2025.
If it really turns out to be the KYA Layer, then we were one of the first to discover it.
Letās see whether the momentum takes a break or whether the accumulation continues without slowing down.
And always keep the Algorithm Gem (TIG) in mind, that i share with you here, too.
All it takes is one algorithm and everything can change very quickly. Below $1, it is still a bargain imo.
Enjoy your day!
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3 394
I think consistency is what makes the difference.
Just last month, this brother told me that heād be on vacation in August and wanted to spend as little time as possible in front of a screen. So he said heād only read the Weekly Edge because he knew that way he wouldnāt miss anything important.
And from the looks of it, he didnāt miss a thing. The Weekly Edge allowed him to stay on top of the momentum perfectly.
Thatās exactly my goal!
In all the chaos of the crypto space, to create one issue per week that helps us keep a clear overview of what really matters, no matter how much time you have to spend on crypto each week.
When I see that the information is helping you, all the hard work feels worth it.
Especially during periods of strong momentum, Iām really happy when the insights help you achieve even better results and youāre satisfied with the value youāre getting.
To join us for September, send āEDGE³ Circleā to @XBTAnalyst and heāll send you all the details.
Enjoy your day!
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3 394
EDGE³ Circle access for September is now open.
If you want to join, this is your chance to enter the inner Circle and take advantage of the momentum waves with us.
Anyone who joins this week will already receive this weekās Weekly EDGE³ issue on Friday and will get immediate access to the EDGE³ Channel, where XBT and I share our research, thoughts and insights.
What you get with the EDGE³ Circle package:
⢠Every Weekly EDGE³ issue throughout September
⢠Access to the EDGE³ Channel
⢠Any reports I publish during September
⢠Your loyalty bonus will be unlocked
With the EDGE³ Circle package, you get everything in one place to give yourself the maximum possible edge.
I said this last month and Iāll say it again: Now is the time to be active.
The foundation for the months ahead is being built right now.
Iām looking forward to having you with us.
If youāre interested, send āEDGE³ Circleā to @XBTAnalyst and heāll send you all the details.
See you inside the EDGE³ Circle!
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3 394
You canāt imagine how much time we spend filtering projects and how long I think about whether a project or token should ultimately be posted.
This is especially important with lower caps, because thereās always a risk that we could end up becoming someone elseās exit liquidity if weāre not careful.
Thatās also why I told XBT to be cautious. The last thing we want is for our members to become exit liquidity.
Weāve handled this extremely well this month, especially with the lower caps.
Iām proud of all members who used the information responsibly and didnāt place huge individual orders. Everything was controlled, which gave all members a fair chance.
And thatās how we can win together!
The Inner Circle is getting stronger and stronger.
When the momentum isnāt there, itās obviously more difficult, but even during those periods, we give it everything, continue to deliver and are there for you.
And when the momentum returns, that loyalty and consistency will be rewarded even more.
Consistency is one of the most important things in this game.
We have two to three very intense years ahead of us and the goal is to bring as many of you as possible to the Pro Level and closer to your own goals.
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3 394
All the hard work is paying off.
Iām glad that the information in the Weekly EDGE³ and the EDGE³ channel is proving so valuable for you.
Thatās exactly the goal. To filter out the most important information for you, so you can clearly see where the focus is and where the strongest potential lies.
I canāt trade everything myself, but I can show you where the potential is and filter out what isnāt worth your attention.
I always try to include only the opportunities in the Weekly EDGE³ issues where I see momentum.
The strategy our brother used here worked because we currently have strong momentum, but of course, that wonāt always be the case.
Our hit rate is extremely strong and it becomes even stronger during momentum phases like this.
The most important thing is finding the right balance and adjusting your position sizes accordingly.
In a few hours, weāll open access to the EDGE³ Circle. Anyone who wants to join will be able to get started with us today.
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3 394
Tomorrow is the day.
The EDGE³ Circle for September is opening its doors and everyone who wants to be part of it and ride the momentum waves with us should not miss this opportunity.
And as you know, itās not just about the valuable Weekly EDGE³ issues every Firday, youāll also get access to the research we publish.
One place. Maximum EDGE³.
Preparations are already in full swing.
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3 394
I see a clear trend and the goal will be to get all of you to Pro Level.
Not because I want you to be on-chain 24/7, constantly monitoring everything...... i'm here for you to filter the important things.
I want you to stay ahead of everyone who is already here and everyone who will enter the market during this cycle.
And the reason is very simple.
More and more activity is moving on-chain and the best opportunities will emerge on-chain.
Of course, CEXs will continue to play an important role, but the biggest opportunities will start on-chain.
In this cycle, an enormous amount of liquidity will enter the crypto market.
For one simple reason: the products and projects being built are starting to make sense outside of our small crypto bubble. They are generating real revenue and that will be the key difference.
Existing systems will become more efficient and two worlds will increasingly merge.
At some point, it simply wonāt make sense to use an inefficient system when a cheaper and more efficient alternative exists, especially when you consider where AI and autonomous agents are taking us and what TradFi is doing.
I believe we now have a window of around two to three years that we should take full advantage of.
That might sound like a long time, but youāll see how quickly those years pass.
No matter what happened before, you now have the opportunity to hit reset and position yourself to benefit from the liquidity wave of the coming years.
This is the final major adoption cycle and weāre going to make the most of it together.
Thatās also why you shouldnāt fall into the traps created by KOLs who will constantly try to pressure you and create FOMO to get your liquidity.
With all these social trading apps, it has become easier than ever for KOLs to use their audience as exit liquidity.
No matter how genuine or trustworthy they present themselves, the audience often ends up being used as liquidity, either directly or indirectly on these apps.
Itās not really about rankings or how good someone is as a trader. Itās about attention and using that attention to extract liquidity.
Once you understand that, you can also become much better at taking advantage of momentum waves instead of becoming part of someone elseās exit.
Weāll go into this in much more detail soon.
Focus on quality and use only a small portion of your portfolio for higher-risk opportunities.
Youāll see how important that approach will become in the end.
Now Iām getting back to the research, because we have an exciting road ahead of us.
Enjoy your day!
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3 394
On-Chain Trading Skills
How would you rate your on-chain trading experience?
React with the emoji that best describes you:
š - Never trade on-chain
(I only use centralized exchanges.)
š„ - Beginner
(Iāve done a few swaps/trades on DEXs, but Iām still learning how on-chain trading works.)
š - Advanced
(I trade on-chain regularly and understand DEXs, slippage, gas fees, liquidity, bridges and common risks.)
šØāš» - Pro / Expert
(On-chain trading is a core part of my strategy. I actively use multiple protocols/chains and advanced tools or strategies.)
3 394
Itās always great to see how you use the information from the Weekly EDGE³ to make your own decisions.
And most importantly, Iām not just adding random projects and saying,
āThis or that is performing well right now.ā
Iām already filtering everything beforehand, so you have a better understanding of what has real potential and what doesnāt.
Some members have had an incredible hit rate with momentum plays over the past few weeks and all of those opportunities came directly from information shared in the Weekly EDGE³ Momentum section.
That makes me proud, because it shows how accurate and valuable the information are.
Personally, I canāt trade every opportunity I see, but I do spot most of them.
Thatās exactly why I share them in the Weekly EDGE³ , everyone has different preferences, strategies and setups that work best for them.
But we donāt leave anyone on their own.
Weāre always here to answer your questions and help whenever thereās something youāre unsure about, just as weāve been doing all along.
Enjoy your Sunday!
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3 394
I think the Weekly EDGE³ issues are becoming more and more valuable for you because they give you a much clearer view of where the momentum is and what is currently gaining attention.
3 394
Warning for This Cycle
Social media algorithms have become so extreme that they can subconsciously reinforce your existing opinions and beliefs.
What used to be a feed that we could somewhat use as an indicator of general sentiment can no longer be analyzed in the same way.
Today, algorithms can adjust your feed within minutes based on where you pause, what you read for longer, what you engage with and what captures your attention.
This used to be very different. Compared to a few years ago (even months ago), we are now in a completely different world.
Because of this, the sentiment you see on your feed is not necessarily objectively bullish or bearish.
Instead, it increasingly reflects what the algorithm has learned will keep YOUR ATTENTION.
It is important to be aware of this.
A heavily bullish or bearish feed does not automatically mean that the broader market sentiment is bullish or bearish.
The algorithm will play a major role in how many people perceive this cycle.
Those who are not aware of that risk falling into the trap of mistaking their personalized feed for reality and their trading results may suffer because of it.
Of course, this also applies to all other areas and is not limited to trading or crypto.
These algorithms are designed to keep you hooked and coming back for more.
Be aware of it and youāre already several steps ahead.
Enjoy your Saturday!
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3 394
Thereās a reason our gems have earned their āGemā status.
And our brother is right. I found every single one of these gems through my own research, no deals, no paid arrangements, nothing like that. Just a lot of research and back pain too haha.
So be careful during times of strong momentum, because a lot of people will try to extract value from the attention.
Especially those who werenāt prepared will suddenly become active and start pushing, pushing, pushing.
Iām already seeing it on Twitter. People who havenāt been active for weeks or even months are suddenly showing up with paid shills.
One of the most important things over the next 2 years will be finding the right balance and knowing what to filter out.
Enjoy your day. Iām getting back to todayās Weekly EDGE³ issue.
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P.S. You all know the our algo related Gem. Keep a close eye on it, I think itās only a matter of time before something happens there.
3 394
+1
It looks like the Momentum section from last weekās Weekly EDGE³ issue was spot on once again, especially when it came to identifying the leader in RWA x Memecoins sector.
It makes me happy to see you winning and appreciating the value youāre getting.
That makes all the hard work worth it. But weāre still a long way from where we want to be and everyone who puts their trust in us will win alongside us.
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3 394
Watch how everyone suddenly becomes active again and starts posting their takes now that weāre getting some momentum back.
All the ātold you soā posts start appearing. Yes sure, they told us....
But hardly anyone prepared for it beforehand, most people were quiet or waited. Itās always interesting to watch, especially on Twitter.
Not us. We were here the whole time with you and we started preparing.
Now you can see why Iāve been sharing the data with you in the past weeks, what smart money and institutions are actually doing, rather than what sentiment is telling you.
Go back and look at my latest data posts and youāll see exactly what I mean.
I didnāt share the data here in the public channel for no reason.
When I say we win together, I mean it.
Those of you who trust and support us even more will naturally get an extra bonus, because you value and appreciate the research we put in.
But donāt worry, we still have plenty of time. I expect quite a few people to get shaken out over the next few weeks/ months.
The adoption phase wonāt happen overnight.
The plan is playing out almost perfectly right now and weāre moving toward the scenario I talked about a few weeks ago in the Weekly Edge. The conditions for it are being created right in front of us.
Youāll see just how fragile traders are right now and how quickly theyāll flip-flop on their opinions.
Smart money isnāt called smart money for no reason.
Theyāre going to create a max-pain scenario to break the weak hands.
But not us. Youāre in the best possible place to navigate this market.
Trust the data.
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