Crypto-trading thread

1,368,948 Views | 11919 Replies | Last: 4 days ago by @NFLPlayerProps
Yukon Cornelius
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AG
Uniswap is one of the very few tokens I hold that isn't layer one. I've mentioned them before. Blackrock partnering with them now. Price action still rekt lol.

https://fortune.com/2026/02/11/blackrock-uniswap/
Yukon Cornelius
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AG
I agree with this alot
Yukon Cornelius
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AG
This is an older video. It's a high intelligence conversation around blockchain adoption. Tbe conversation also revolves around ethereum but some of the points made by the guy with longhair against ethereum really get solved by canton network.

I can see both ethereum and canton dominating the adopted blockchain space.


@NFLPlayerProps
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Buying more BTC. If you're reading this you should also buy more BTC.
Yukon Cornelius
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AG


Ver impressive interview. I thibk cantons tokenomics are going to revolutionize the crypto space.
TxAG#2011
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@NFLPlayerProps said:

Buying more BTC. If you're reading this you should also buy more BTC.


I think buying IBIT and selling calls against it will be a very good strategy over the next few months
Yukon Cornelius
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AG





Yukon Cornelius
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AG
I bought MSTR for that purpose as well
Imsodopey
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AG
Threw a small amount of money at DFDV
Yukon Cornelius
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AG
What's that?
Imsodopey
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AG
Acts as a treasury for Solana

EDIT: According to Company Profile within Charles Schwab:

"The company operates through two segments, Digital Asset Treasury and Real Estate Platform. The Digital Asset Treasury segment executes and manages its treasury policy for the purpose of purchasing, holding, and compounding its digital asset holdings through staking and operating its owned validators. The Real Estate Platform segment provides a technology platform that connects commercial mortgage and small business borrowers looking for debt to refinance, build, or buy commercial property, including apartment buildings and commercial property lenders."
jamey
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AG
Im using FWDI as a treasury for SOL. Any particular reason you chose DFDV over FWDI?
South Platte
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@NFLPlayerProps said:

Buying more BTC. If you're reading this you should also buy more BTC.

A tad more, or more like Saylor? Sitting here with an ugly red number in MSTR.
Imsodopey
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AG
I am not familiar with FWDI.

DFDV met several parameters that I screened back around a middle of January. It has dropped by over half since then. I have slowly added to it within my taxable account. Just added to IRA. It has generally followed the price change of ETH.

I have heard that some invest in NODE, companies involved in Crypto Currency world. I chose DFDV.

jamey
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AG
jamey
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AG
Imsodopey said:

I am not familiar with FWDI.

DFDV met several parameters that I screened back around a middle of January. It has dropped by over half since then. I have slowly added to it within my taxable account. Just added to IRA. It has generally followed the price change of ETH.

I have heard that some invest in NODE, companies involved in Crypto Currency world. I chose DFDV.




FWDI is the largest SOL treasury

I did notice today's run up shows dfdv showing a much stronger correlation with SOL
Yukon Cornelius
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AG
Very interesting
jamey
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Yukon Cornelius said:

Very interesting


Watching this guy go over it.

In summary, hedara makes it much easier to track stuff in a complicated world

Around 46 min mark

https://www.youtube.com/live/sOQmiFABrzI?si=sEXOlf9wNjglbRBk
jamey
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AG
Same guy comparing HBAR to Canton. I just started following this guy because he at least covers more than BTC and ETH like most others seem to be doing


jamey
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AG
Yukon Cornelius
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AG
I know most don't care about crypto anymore. (Tinfoil hat thinks that's by design) but Canton is unbelievably impressive.

Yukon Cornelius
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AG
Rustys-Beef-o-Reeno said:

Bought a sizable position in canton, the economics are pretty simple, validations burn coins and mint capped at 2.5 bill per year. Current price implies about 475 million transactions a year, once you get up to 100's of billion transactions a year you can really see the take off to double or triple digits. 1 trillion transactions a year would yield a $1000 cc price. And that's just at equilibrium without speculation.


The interview I posted above explained this too. It's big brain economic structure. I believe canton will effectively kill the majority of other projects now. And any future projects will mimic their economics.
Heineken-Ashi
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As long as this can hold $67.2k range, I think $79k, and possibly higher is incoming. What it does from there is harder to project. Most likely would be just a small degree top in the bear bounce. But you never know.

jamey
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AG
Yukon Cornelius said:

Rustys-Beef-o-Reeno said:

Bought a sizable position in canton, the economics are pretty simple, validations burn coins and mint capped at 2.5 bill per year. Current price implies about 475 million transactions a year, once you get up to 100's of billion transactions a year you can really see the take off to double or triple digits. 1 trillion transactions a year would yield a $1000 cc price. And that's just at equilibrium without speculation.


The interview I posted above explained this too. It's big brain economic structure. I believe canton will effectively kill the majority of other projects now. And any future projects will mimic their economics.


Are yall projecting a $1,000 per coin price, or $1,000 / 0.162 current price = a 6,172 multiple on thr current price?
Yukon Cornelius
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I think this is impossible to price predict for numerous reasons so I'm not saying a $1000 is possible or not. But more highlighting how the system works. Fees are paid denominated in dollars so the burn rate will significantly decrease as token price appreciates. Essentially finding an equilibrium, excluding any speculation. But no one knows where that will be. Could be a dollar, ten, hundred, thousand etc. it's a system that if it has consistent activity could prove to be a real store of value token as well.

We may be getting a glimpse of that now. Crypto market has lost a trillion dollars in value across the board since the beginning of the year. However CC went up. Some of that price appreciation may be due to activity and burns etc.
jamey
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AG
At some point it seems like there should be math that does something with the burn rate of the token, scarcity and transaction value. Banks pass on transaction costs so its nore than speed of transaction
Rustys-Beef-o-Reeno
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As the price goes up the transaction price always stays the same $2.50

So at current levels 14ish tokens are burned. But if that price goes to a dollar then only 2.5 are burned thus keeping it in equilibrium. In order to appreciate you need to have total transactions increase. So as more and more adopt this and start moving large number of transactions on the network you can calculate the implied price with mint and burn rate.

So if the mint rate is flat and the burn rate rises above that number the price must increase until those are flat to eachother. When you start getting into billions and upwards of transactions yearly you can have real appreciation in the order if single , double and even triple digits per coin. $1000 is mathematically possible given enough adoption and transaction level. 1 trillion ish a year.

It's not speculation ,fairy dust or betting on someone thinking it's worth $xx. It's purely a math calc
jamey
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AG
That makes a lot more sense
Yukon Cornelius
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AG
BTC dropped to 67.25. Amazing call, looks like it's holding?
jamey
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AG
Yukon Cornelius said:

BTC dropped to 67.25. Amazing call, looks like it's holding?


Would like to see us bounce up to high 70s, or even better mid 80s.
Yukon Cornelius
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AG
I'm debating selling and buying into ibit at these prices
jamey
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AG
Yukon Cornelius said:

I'm debating selling and buying into ibit at these prices


Thats what im doing if we get into the mid upper 40s. Sell some IBIT and buy a little canton and hold the rest to buy back into IBIT if it drops.


I already decided if I get stuck with some cash I'll buy QQQ whenever it falls, and leve in money market until then
Heineken-Ashi
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Today's low is current stop. If we get a higher low on the next retracement, stop can move up to there. This is looking like a bullish structure. But again, my default is it's a finishing structure to the initial move off the $59k bottom. Either $79k is the whole bear bounce or its just a segment of it.

jamey
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AG
Sounds like 50/50 we've seen the bottom?
Heineken-Ashi
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If it breaks down though.. watch out. I could see a flat bottom leading to a month of more chop, and could easily see new lows. Really need this setup to hold and payoff. And bulls REALLY need to clear well above $80k while holding above $72.2k on any subsequent pullbacks. Overlap = unreliable structure. You want lows that stop falling below previous highs.
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