“Long Live the King!” an essay on why the $BTC 4yr cycle is dead.https://t.co/7RldfQVqT5 ...

RT MR SHIFT 🦁 (@KevinWSHPod)Revenue and buybacks: fundamentals or just another crypto meme that creates mindshare but doesn't ensure outperformanceAs @cryptohayes puts it, most protocols either have no product market fit or generate no cash flow. And the few that do still fail to reward token holders.Projects like @ethena_labs and @ether_fi have real users, real revenue, and real value returned - that makes them worthy of investing in!Podcast out this week@MaelstromFund ...

RT MR SHIFT 🦁 (@KevinWSHPod). @ethena_labs is the fastest-growing USD stablecoin in crypto history@cryptohayes is placing his highest conviction bet on the stablecoin meta - specifically Ethena, which is now the fastest growing USD stablecoin in crypto history.As the US monetary strategy leans into exporting dollar stablecoins, there’s a macro tailwind few are pricing in.And with buybacks underway and the token now listed on Binance, this isn’t just a product bet - it’s a full macro thesis in motion.Podcast ...

Market Narrative - TradFi (Traditional Finance) 新的叙事主题是“货币贬值交易”[1] - 传统金融机构用了近 20 年才注意到这一点[1] - 不要相信他们会因为比特币的“4 年周期”而忘记这一点[1] Investment Strategy - 银行家们将向客户出售黄金、加密货币和科技股票衍生品[1]

Financial Performance - Etherfi holds $1163 billion TVL [1] - Etherfi generates $337 million in annualized fees [1] - Etherfi achieves $83 million in revenue [1] - $15 million flows directly to holders [1] Market Valuation - ETHFI feels absurdly underpriced [1] - ETHFI trades at only a $936 million market cap / $181 billion FDV [1] - Valuation is roughly 4x lower than projects with comparable fee capture [1] Staking and Infrastructure - ETHFI has $106 million ETHFI staked, representing 114% of supply [1] - Etherfi is a top-tier on-chain yield and infrastructure protocol [1] Product and Narrative - Etherfi has the best crypto card [1] - Neobank narrative is heating up [1]

Market Prediction - Crypto analyst Arthur Hayes predicts Bitcoin price to reach $250,000 by the end of 2025 [1] Web3.0 & Decentralization - The report discusses Arthur Hayes' insights on Bitcoin and the future of the decentralized era [1] - The report focuses on Arthur Hayes' perspective on the Japanese market within the Web3.0 context [1]

Macroeconomic Analysis - Japan's long-term deflation, potentially since the 1980s, is attributed to a low birth rate, leading to decreased consumer demand and persistently low prices [1] - The Bank of Japan's (BOJ) monetary policy of printing money and maintaining near-zero interest rates aimed to stimulate inflation [1][2] - The end of cheap money in Japan, with rising yields, could force global hedge funds and private equity firms to sell assets to repay debts in Japanese currency [2] - A potential crash in asset prices due to the unwinding of yen-carry trades could lead to companies facing financial difficulties, layoffs, and overall economic hardship [2] Investment and Financial Market Implications - Venture capital and hedge funds have been borrowing Japanese Yen to purchase American assets, driving up asset prices in America [2] - The reversal of Japan's monetary policy could trigger a global asset sell-off, impacting company valuations and capital availability [2]

RT SALT (@SALTConference)🇬🇧SALT is coming to London for the first time! Nov 5-6 at the stunning newly-reopened Chancery Rosewood, after 50+ years as the US Embassy.A 400-person invite-only event on private markets, macro, AI & digital finance. Learn more: https://t.co/Mc8O4yDc7yPreliminary speakers:- @GJCardinale, RedBird Capital Partners, Founder Managing Partner and CIO- @GaryLineker, @GoalhangerPods, Co-Founder; Broadcaster and Global Football Legend- @KattyKay_, BBC, US Special Correspondent; MSNBC, Con ...

RT robbie (@robbie_rollup)SINGAPORE SPECIAL: Trump’s Fed Takeover Will Send Bitcoin to $250K with @CryptoHayesI sat down with Arthur Hayes at Token2049 to unpack his thesis for why Bitcoin could hit $250K by year-end.It all starts with Trump’s secret plan to take control of the Federal Reserve. In today's episode, Arthur explains how the next financial regime shift plays out, covering:• How Trump seizes control of the Fed• Why Lisa Cook is the final domino• Yield Curve control & regional banking strategy• H ...

Crypto Market Outlook - Industry expert believes Bitcoin is still in its early stages and predicts it will reach $1 million+ [2] - Stablecoins are viewed as a geopolitical tool for America, with Ethena identified as a high-conviction investment [2] - The analysis emphasizes ignoring market noise and focusing on fiat currency printing as a key macro framework [2] Investment Strategies - The report highlights the importance of understanding tokenomics, using Hyperliquid as an example [2] - It suggests EtherFi has the potential to become the "Amex of crypto" [2] - The report acknowledges that most crypto investments fail and emphasizes the importance of identifying what actually works [2]