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如果中本聪这么做了,必然有他的道理。 English translation: just some dude drawing triangles on a chart
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Channel Posts
| 2 | ECB about to start printing money again, I didn't know the situation in EU is so bad | 87 |
| 3 | French 10Y yields down 10.56 bps; the EUR also down 28bps.
Is someone printing EUR? Is the ECB about to activate the TPI? | 70 |
| 4 | remember remember the 15th of November | 111 |
| 5 | In the real world there is no shortcut to being competent, you either know what you're doing or you don't, there is no in between AFAIK. | 115 |
| 6 | Oh well, apparently ARRR also suffered an inflation bug, 32M were minted. I mean the bug didn't involve zero knowledge proofs, thanks god ARRR devs didn't program those, they were imported from ZEC. The bug was in the transparent layer because coins had to be briefly unshielded in the passage from Sapling (old are shielded tech) to Ironwood.
They somehow managed to mess that up, so someone managed to mint transparent coins to insert in ironwood without having had anything on the sapling side. I hate this part because makes me look arrogant but it's funny, I told you so (if you remember). ARRR devs are extremely incompetent, the guy didn't even know the difference between UTXO and account model chain.
Anyway nothing to worry about because these incompetent devs turned back the chain so even they turned out to be more competent than Dero's devs.
Should we stop the plane mid flight and let the community/passengers pilot it? That's what Bitmonero did with TFT, but eventually the only fix to these issues is to have a competent dev or the plane crashes.
Of course these projects aren't really flying planes, they're just pilots playing with simulators so when they crash in the rocks they just restart the simulator.
In Dero, a few people know, in private I've always told you that Dero is where all the big guys are, and the big guys don't roll back chains AFAIK because when the plane is 40k feet above ground you can't just restart the simulator. There is no simulator, you have to keep flying it there.
Anyway, I hope you get the message and learnt your lesson. | 113 |
| 7 | Critical PHP Vulnerabilities Spark Global Security Alert; SlowMist Warns Crypto Exchanges, DeFi Platforms and Wallet Providers
SlowMist said its MistEye threat intelligence system conducted a global scan of PHP-related assets across the crypto industry following the disclosure of two critical remote code execution vulnerabilities, CVE-2026-109618 and CVE-2026-109619, both rated 9.2 under CVSS v4.0. The flaws could allow unauthenticated attackers to execute code on affected servers under certain conditions. PHP released security patches on October 21, covering versions 8.5.12, 8.4.27, 8.3.36, and 8.2.35. SlowMist urged crypto exchanges, DeFi platforms, and wallet providers to assess their exposure and apply the updates promptly. — link | 168 |
| 8 | Based on 5Y CDS spreads, here's what it costs to insure $10M of debt against default in CRWV and hyperscalers, along with the implied default odds priced into the market:
• CoreWeave: $1M (60% implied probability of default)
• Oracle: $322K (24% implied probability of default)
• SpaceX $226K (18% implied probability of default)
• Meta $108K (9% implied probability of default)
• Nvdia $101K (8% implied probability of default)
AI is a mess. Markets are waking up to the Ponzi. More and more reassurance will be needed to slow down the crash.
Buy crypto. That's where money will flow until the cycle completes with a monster blow off top. | 138 |
| 9 | The founder of @MacroAlerts | 177 |
| 10 | I agree, I've got a secret bull thesis for privacy plays. I believe there will be a market for them even after 2027 because of the militarization of the blockchain space. | 151 |
| 11 | (are you sure there is no bubble bro?)
Anthropic at $2 Trillion vs. 35 SaaS
Companies at $948 Billion
Al Valuations Getting Out of Control? (who knows...) | 171 |
| 12 | KOLs: I see a very powerful bull market coming
Our Founder: I see a very powerful blow off top coming
Don't be left holding the bag listening to KOLs. The bull market that started in Q1 2009 will end this year. That's why the wildest pump ever is coming to crypto in the next few months, it's the final exit pump.
2027 is the beginning of a long bear market. | 132 |
| 13 | Some seriously good insights there 😉️️️️️️ | 169 |
| 14 | ICYMI: This is a story of dollar dominance in a massive global inflation tsunami that originated in the US.
Higher yields forced central banks in energy importing economies to hike rates, but oil and diesel prices kept driving inflation higher. That made the USD more attractive, pushing savers back into the dollar.
Meanwhile, US inflation is still high enough to push liquidity toward inflation hedges and risk assets. BTC and alts are the only plays left with exponential upside. Everything else (metals, semis, AI plays) has topped. | 149 |
| 15 | How markets went from pricing aggressive rate cuts across advanced economies in January to a shallow hiking cycle today, after 8 months of war and persistent fuel driven inflation. The overall bias remains dovish.
This is a GDP weighted average across ae central banks, dominated by the Fed and ECB. | 152 |
| 16 | No text... | 179 |
| 17 | Some KOL just posted this, the uncensored history of monero👀️️️️️️👀️️️️️️👀️️️️️️👀️️️️️️👀️️️️️️👀️️️️️️👀️️️️️️👀️️️️️️ | 350 |
| 18 | We called the top in semis in the end of June (1, 2, 3, 4, 5, 6, etc). Since then we have seen crypto degens turned stock traders celebrate every dead cat bounce in semis as if it were another ATH.
Nothing has changed, semis have topped. Money has been flowing into crypto slowly, BTC is up 40% since the end of June when semis topped.
Don't let short term volatility and delulu AI bagholders fool you. Semis are done. The AI trade is over. Now it's crypto's time. The most hated crypto melt up of all time is beginning.
Just buy crypto spot and hold for the final blow off top. | 201 |
| 19 | I've a feeling we are approaching the end of an era, 2009-2026 was fun. Crypto was fun, literally all you had to do to make money was beat the Duncan principle. From next year it's going to be an entirely new world I suspect. Will privacy coins and DERO be the only ones to survive what's coming? I've no idea where we're headed, but feels like everything is going to get ugly. In the meantime let's have a few more laughs since we're still living in the good times. The Duncan principle, kryptoid is Professor Duncan 🤣️️️️🤣️️️️ https://www.youtube.com/watch?v=60HEgeZvhFI | 181 |
| 20 | No text... | 197 |
