avatar
Our Crypto Talk

Following0Followers (X)82.78KPosts436Likes12.35K
avatar

3X MOVES LOADING FOR CRYPTO 👀 Bitcoin and Altcoins have seen a pullback $ZEC around $1100 $NEAR under $4 $TAO around $220 $INJ under $7 $SOL around $90 Everything is moving with Bitcoin right now and this just happened with BTC Bitcoin’s monthly RSI just did the one thing it did before the last major rally While sentiment is still stuck in fear, the monthly chart is flashing a signal that has only shown up at the start of the biggest moves. This is the kind of moment that looks obvious only after it passes. 👉 Why the monthly RSI matters so much here The monthly timeframe filters out almost all of the noise, which is why a turn here carries far more weight than anything on a daily chart. In 2022 the RSI bled out for months, bottomed, and then crossed back above its moving average right as price was around $20K. That crossover marked the end of the downtrend and the start of a move that gained more than 300%. 👉 The same structure is forming again The current drawdown from the $120K area has the same shape as the 2021 to 2022 decline, including a steep RSI fall and a base near the lows. RSI is now pressing back into its moving average at roughly 49.8, which is the exact area where the last cycle flipped. Price has already recovered from the $60K lows, so the early part of the reversal is already visible. 👉 Why this looks like an opportunity Moves like this rarely announce themselves with good news, and they usually begin when most people have stopped paying attention. If the same percentage move from the previous cycle played out from the recent lows, the chart projects a target well above the old highs. Fear is high, momentum is turning and the monthly structure is rhyming, which is why this feels like a decisive moment. Nothing here is financial advice, just what the chart is showing.

avatar

Our Crypto Talk : Talk With Builders Ep 7 This time with @creo_engine CEO @JavierTanCREO as our guest 🎙️ Add your reminders for Tuesday ⬇️ https://t.co/E3xnnCQOZw

avatar

WE ZOOMED OUT ON ECOSYSTEM 💪 Now let's zoom out on charts. The mood on X right now is fear, but sentiment and structure are two different things. If you look at BTC, Total 2, ETH/BTC and USDT dominance together, the setup looks a lot like the early phase of the last cycle. 👉 Here is what the charts are showing. Bitcoin is repeating its 2023 pattern BTC just printed a pullback that looks very close to the one from mid-2023, when it ranged under $30K before the real move started. Back then, most people read that range as weakness and sold into it. Now we have the same shape forming around the $80K area, after a strong recovery from the lows near $60K. 👉 Total 2 is showing bullish divergence again Price on the altcoin market cap made a lower low while RSI made a higher low, the same signal we saw at the 2023 bottom. That setup preceded a long climb from around $400B to well above $1.7T. Total 2 is now sitting near $1.05T, and the divergence is already playing out with a bounce off the lows. 👉 ETH is retesting the golden pocket against BTC ETH/BTC broke out of its falling wedge and came back to retest the golden pocket zone. A clean retest of broken structure is usually where strong rotations get their footing. If ETH starts leading again, capital tends to flow down the risk curve into altcoins. 👉 USDT dominance is rejecting from the top Dominance has been climbing in a rising channel for years, and it just got turned away near 9%. It is now heading back toward long-term trendline support around 6%. Falling dominance means money leaving stablecoins and going back into risk assets. Sentiment is bearish, but the charts are lining up for the opposite. Nothing here is financial advice, just what the structure is saying.

avatar

Arthur Hayes sold "bottoms" in 2026 He lined up another sale today Here is every sale he has made in 2026, from sale price to price today. $HYPE $65.2 → $81 (+24%) $NEAR $2.23 → $4.91 (+120%) $ZEC $390 → $1,220 (+200%+) $WLD $0.41 → $0.58 (+40%) Now he is selling $ETH $ENA and $UNI On Jun 1 he said HYPE would beat every top ten coin through year end, with a $150 target for August. Three days later he sold the entire bag. He called HYPE, ZEC and NEAR his holy trinity on May 22 and was out of all three by Jun 5, with ZEC dumped right after a 30% drop on the Orchard bug. WLD went the same way, sold a day after he said he would hold it through the SpaceX IPO. ZachXBT accused him of using followers as exit liquidity on the whole run. Each exit came right after a flush, with NEAR down 22% on the day. A wallet linked to him even bought back about $2M of HYPE on Jun 8 near $59, and HYPE later hit $97.96 in September. Where this leaves the latest sale His ETH and ENA sales sit almost exactly at today's prices, so it is too early to judge this one. But after four June misses it is hard to treat his exit as a signal, since he keeps selling the bottom of the flush while the market recovers without him. Do you fade him here or respect the caution?

avatar

DON'T MAKE THIS MISTAKE ❌ You are on the verge of another bull market where $BTC is set for $180k in 2027 The next few weeks are to add more Bitcoin and Altcoins. Those who missed $20k in 2023 are missing $80k in 2026. Here's what happened and why you should not make the same mistake again. 👇 Bitcoin just reclaimed its 50 SMA, and the last time that happened after a deep bear market, it led to a 294% rally. Most people called it a dead cat bounce back then. The setup today looks very similar, and very few people are talking about it. 👉 The 2022 setup looked exactly like this Back in 2022, Bitcoin bounced from $16k and pushed back above $20k, right as it moved up through the 50 SMA. Most traders still treated it as a bear market rally and kept waiting for another leg down. That hesitation is what made it such a good entry for anyone paying attention. The move that followed added almost 295% from that base to the cycle top. 👉 Why the 50 SMA decides the phase The 50 SMA has acted as a clean dividing line between bull and bear phases in this cycle. Bitcoin is now trading around $81.6k, above the 50 SMA sitting near $76.1k, after a long stretch below it. Holding above that level is what separates a real trend change from a short relief move. A retest of the average would be normal and healthy, as long as it keeps acting as support. 👉 What a repeat could look like If this plays out like last time, a similar structure from here points to roughly 120% upside. That would put Bitcoin near $180k sometime in 2027. We are early, and this looks a lot like the first stage of a new bull market rather than the end of one. Nothing is guaranteed, and fakeouts do happen around key averages. Scaling in over time and watching the 50 SMA as your invalidation level is a safer way to approach it than chasing.

avatar

$NEAR vs $ICP Dom may be right about the cryptography, but he's losing the only scoreboard that pays anyone. > Chain TVL: $244M vs $12M > Below ATH: -76% vs -99.7% > Market cap / TVL: ~25x vs ~100x > Since Feb : 4.3x vs flat 👉 What Dom actually said about NEAR Dom shared a PhD engineer's review calling Confidential Intents a permissioned instance with trusted operators, no public code and no public operator list. He later escalated to calling it snake oil and floated legal action over vetKeys, putting his odds at 70% to 85%, though all of that remains allegation. 👉 Where the criticism lands and where not On the trust model he has a point, since a private shard with a handful of permissioned validators and a TEE bridge is not threshold cryptography. Disclosure is weaker ground, because NEAR described the permissioned shard and TEE bridge publicly from its February launch. 👉 What the market chose to pay for Confidential Intents now holds $171M, up 6.4x since June, though part of that growth was incentivized. All of ICP holds about $12M. 👉 My take You could argue users never asked for the purest design, they asked for private swaps with compliance built in, and NEAR shipped that first. Dom's engineering points deserve a technical answer, but a founder attacking a rival from 99.7% below ATH will always get read as marketing. ICP's own docs also say standard subnet state is readable by node operators, so neither side offers privacy by default. If you had to pick, does cryptographic purity still matter when the market keeps paying for the practical version?

avatar

Utility token all-time high market caps, 2021 to 2026 📊 2021: First utility wave ADA $95B DOT $54B AVAX $32B UNI $23B LINK $23B MATIC $21B 2022: Last highs, then collapse LUNA $41B (then went to near zero) NEAR $13B 2023: Rebuild No large-cap utility token set a new record 2024: New narratives TRX $38B TON $20B RENDER $5.3B INJ $4.9B TAO $4.8B 2025: Majors set records ETH $597B XRP $216B BNB $191B SOL $142B SUI $16B 2026 so far: Revenue and privacy ZEC $26B HYPE $22B XMR $15B

avatar

$ETH WAS ABOUT TO BOUNCE But the Drift Protocol exploiter has a different idea ❌ This potential sell pressure is BEARISH FOR ALTCOINS The attacker sent 25,700 $ETH, about $61.56M, into Tornado Cash in batches of 100 ETH each, while still holding roughly $195M across other addresses. That timing has altcoin holders worried that a wave of sell pressure is coming, and I understand why. 👉 What the transfers actually mean? Depositing into Tornado Cash is about hiding the trail and making recovery harder, and it is not a sell order by itself. The funds were already sitting in ETH, so the market impact only shows up if the attacker later swaps or cashes out, and that usually happens slowly to avoid moving price. The bigger overhang is the $195M still sitting elsewhere, since any of it can start moving the same way. 👉 Where the chart stands right now On the weekly, ETH is retesting the $2,300 to $2,450 zone, which was resistance for most of the year and is now trying to act as support. A weekly close that holds above this zone keeps the bullish structure intact and opens the way back toward the $2,800 highs. A close back below it would turn this into a failed breakout, and that is the level I would watch more closely than the headline itself. Headlines like this create fear fast, but price only reacts if the coins actually reach the market, so I would track on-chain flows before reacting to the story.

avatar

$SERV Reasoning API users grew 244% in month one. Inference requests rose 30%. But SERV sits at just ~$15M market cap. @openservai is building a drop-in layer that helps smaller models tackle tasks handled by more expensive ones. ✤ 𝐇𝐨𝐰 𝐎𝐩𝐞𝐧𝐒𝐞𝐫𝐯 𝐦𝐚𝐤𝐞𝐬 𝐬𝐦𝐚𝐥𝐥𝐞𝐫 𝐦𝐨𝐝𝐞𝐥𝐬 𝐰𝐨𝐫𝐤 𝐡𝐚𝐫𝐝𝐞𝐫: OpenServ builds AI agent infrastructure for enterprises and governments. Its main product, SERV Reasoning, is an inference API that works with existing OpenAI and Anthropic SDK integrations. Developers can switch the API base URL while keeping their existing prompts and much of their application code intact. Under the hood, SERV Reasoning uses BRAID to structure model calls into a graph of reasoning steps. The goal is to improve accuracy while relying on cheaper models, cutting the cost of running AI agents and enterprise workloads. The team was founded by Tim Hafner and Lucas Hafner. OpenServ says it was community-bootstrapped rather than launched through a traditional VC token round. The project has also reported UAE government workloads through its partner Neol. AWS Marketplace is planned as an enterprise distribution channel. ✤ 𝐀𝐏𝐈 𝐮𝐬𝐞𝐫𝐬 𝐠𝐫𝐞𝐰 𝟐𝟒𝟒% 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐢𝐫𝐬𝐭 𝐦𝐨𝐧𝐭𝐡: SERV Reasoning went public in early September, and its initial usage metrics show growing interest. New API users: +244% in the first public month Inference requests: +30% versus the previous 30 days Private beta, week one: 29,638 requests and 279M tokens processed OpenServ has also published some ambitious benchmark results: GSM8K: GPT-4o reportedly improved from 42% to 91% with BRAID, with costs reduced by up to 75x. Scale MultiChallenge: GPT-5-nano reportedly improved from 35.66% to 57.72%, above the reported ~40% score for GPT-5 standard, at roughly 40x lower cost. OpenServ also claims smaller models can outperform Anthropic’s Fable 5 at up to 90x lower cost. These are project-reported benchmarks, and results can vary by task. Still, the commercial case is straightforward: if a cheaper model can deliver the quality a business needs, the savings can make a real difference at scale. OpenServ also offers a no-code builder, a TypeScript SDK and an agent-token launchpad. SERV v3 and Graph Sharding are on the roadmap, with enterprise visibility and workflow management planned. ✤ 𝟐𝟓% 𝐨𝐟 𝐀𝐏𝐈 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐨𝐞𝐬 𝐭𝐨𝐰𝐚𝐫𝐝 $𝐒𝐄𝐑𝐕 𝐛𝐮𝐫𝐧𝐬: $SERV is used as gas for on-chain agent workflows and can be staked for featured launches. The bigger part of the token model is the commitment to use 25% of SERV Reasoning API revenue to market-buy and burn $SERV. Developers can pay for API credits in USD or USDC, so every API call does not automatically create a direct purchase of the token. The link comes from converting a share of API revenue into buybacks. If paid API activity grows and the revenue commitment is carried out, the amount available for buybacks can grow alongside the business. That gives $SERV a potential connection to product usage rather than relying only on speculative demand. ✤ $𝐒𝐄𝐑𝐕 𝐯𝐞𝐫𝐬𝐮𝐬 𝐭𝐡𝐞 𝐀𝐈 𝐚𝐠𝐞𝐧𝐭 𝐬𝐞𝐜𝐭𝐨𝐫: Virtuals Protocol ( $VIRTUAL ) sits around a $450M market cap, while Artificial Superintelligence Alliance ( $FET ) is around $481M. Both are valued far above OpenServ, which sits near $15M. The projects target different parts of the market: Virtuals Protocol: AI agent creation, tokenization and launchpad infrastructure. ASI ( $FET ): Decentralized AI infrastructure and services. OpenServ ( $SERV ): Reasoning infrastructure designed to help developers run AI workloads using cheaper models. Autonolas ( $OLAS ): Decentralized autonomous services and AI agent infrastructure, with a market cap around $15M in the supplied comparison. OpenServ’s closest comparison isn’t necessarily another agent launchpad. Its pitch is that developers can improve model performance and reduce inference costs through an API layer. ✤ 𝐖𝐡𝐚𝐭 𝐧𝐞𝐞𝐝𝐬 𝐭𝐨 𝐡𝐚𝐩𝐩𝐞𝐧 𝐧𝐞𝐱𝐭: Three metrics matter most: Paid API usage: Absolute request and token volumes, alongside evidence that users are converting into paying customers. Enterprise distribution: Whether planned channels such as AWS Marketplace bring in recurring workloads. Verifiable burns: Actual buyback and burn transactions, and how their value changes as API revenue grows. Independent testing of the benchmark claims would also help establish how consistently BRAID improves results across different models and tasks. At roughly $15M, $SERV offers exposure to an AI reasoning product that is live, showing early usage growth and has a stated revenue-linked burn mechanism. That’s a more concrete starting point than a token built entirely around future plans.