Crypto market analysis Charts, trends & market insights
Joined February 2025
- Tweets180
- Following46
- Followers53
- Likes456
Pinned Tweet
HEY CT , MEET DUKE!
I've always been curious about what moves the crypto market.
Not just the green candles or sudden drops, but the things happening underneath them.
Why is one sector getting attention while another is losing it? What's driving the movement? And how much of what we're seeing is backed by actual activity?
That's why I'm here on CT.
I want to follow the market closely, share what I'm seeing, and make sense of it all through my own research and perspective.
Expect market breakdowns, interesting data, sector trends, and honest conversations about what's happening in crypto.
Still learning. Still observing. Always asking questions.
If you care about understanding the market beyond the charts, let's connect.
🤖 Made with AI
Dukethegreat retweeted
crypto founders i have a lot of respect for (in no particular order):
- @VitalikButerin (ethereum)
- @chameleon_jeff (hyperliquid)
- @0xngmi (defillama)
- @EliBenSasson (starknet)
- @AndreCronjeTech (yearn / flying tulip)
- @0xDevinG (gammaswap)
- @StaniKulechov (aave)
- @PaulFrambot (morpho)
- @PhilippZentner (jumper)
- @wagmiAlexander (aerodrome)
- @tn_pendle (pendle / boros)
- @smykjain (fluid)
- @syrupsid (maple)
- @gdog97_ (ethena)
- @mist_trading (axiom)
- @haydenzadams (uniswap)
- @newmichwill (curve)
- @RuneKek (sky)
- @weremeow (jupiter)
- @shayne_coplan (polymarket)
- @SergeyNazarov (chainlink)
- @jessepollak (base)
- @toly (solana)
- @bobbyong (coingecko)
- @justinsuntron (tron)
Dukethegreat retweeted
Gm, CT
It's another week...
Keep pushing, stay positive, and trust the process. 💙
Happy New Week!
Dukethegreat retweeted
Happy new week frens.
This week will bring about greatness, lets see what the market has for us this week..
Shall we ?
🤖 Made with AI
Happy new week frens.
This week will bring about greatness, lets see what the market has for us this week..
Shall we ?
🤖 Made with AI
Dukethegreat retweeted
Privacy in crypto is not just about hiding transaction details.
It's also about trusting the system that keeps those details private.
Telos is working on Tungsten, a new privacy pool for WTLOS built around three priorities:
Transparent STARK proofs
Formal verification
Lower transaction fees
Each addresses a different problem.
STARKs can remove the need for a trusted setup ceremony.
Formal verification can help establish that specified rules—such as preventing the same funds from being spent twice—hold under a defined model.
Lower fees could make private transfers more practical for everyday use.
But here's the distinction worth paying attention to:
A sound cryptographic design does not automatically make an entire product secure.
The implementation still needs to be completed, integrated and independently reviewed. Real-world performance and final fees also need to be demonstrated.
That's where Tungsten stands today: a set of design goals in development, not a finished system whose promised benefits have already been proven.
I'll be watching how Telos turns those goals into something users can actually rely on.
Because in privacy infrastructure, the technology matters.
But the evidence that it works matters just as much.
Bitcoin falling below $80K isn't the most interesting part of this move.
It's how it happened.
More than $200M in crypto positions were liquidated in an hour, with leveraged longs taking most of the hit.
That tells us something about the market's positioning.
Too many traders were exposed to the upside, and once price started falling, forced closures added more selling pressure.
But I wouldn't call this a bottom just because leverage got flushed out.
Liquidations can accelerate a move. They don't tell us whether the underlying demand is strong enough to stop it.
The next thing I'd watch is how BTC behaves around $80K.
A quick reclaim would suggest buyers are willing to absorb the panic.
Failure to recover it would leave the market with another level to prove.
The leverage is getting cleared.
Now let's see if actual buyers show up.
Dukethegreat retweeted
Bitcoin ETFs attracted more than $1 billion in three trading days.
Yet Bitcoin still struggled to hold its ground.
That’s an important distinction.
ETF inflows tell us money is entering spot Bitcoin funds. They don’t tell us that every other seller has disappeared.
Existing holders can take profits. Derivatives traders can add selling pressure. Macro uncertainty can also weigh on risk appetite.
So strong inflows and weak price action aren't necessarily contradictory.
The real question is whether that demand is strong enough to absorb the supply coming into the market.
If inflows continue and Bitcoin starts reclaiming resistance, the picture gets more constructive.
If price keeps weakening despite continued inflows, we need to ask what those buyers are up against.
Capital is entering. The market still has to prove what it can do with it.
Bitcoin is still stuck in a range.
And the interesting part isn't just the price levels. It's what happens when price reaches them.
Glassnode's latest analysis identifies $80K–$81.5K as a key demand area, while $85K–$87.5K holds a concentration of potential selling pressure.
That creates two very different tests for the market.
If BTC breaks above the upper zone and ETF inflows return with stronger volume, buyers would have a stronger case.
If it loses $80K on a daily close, the recent recovery starts looking much less convincing.
Neither outcome is guaranteed.
For now, the question isn't whether Bitcoin can break out.
It's whether demand is strong enough to absorb the supply waiting above it.
Dukethegreat retweeted
$7,700,000,000 in $ETH short liquidations.
$1,880,000,000 in ETH long liquidations.
There are now over 4x more shorts than longs for ETH.
Dukethegreat retweeted
One of the interesting things about technology is how it keeps changing the way people participate in industries that once felt out of reach.
Bitcoin mining is a good example.
When people hear about mining, they often picture warehouses filled with expensive machines, huge electricity bills, and the technical knowledge needed to keep everything running.
But what if someone wants to explore mining without setting up all that hardware themselves?
That’s where cloud mining comes in.
I’ve come across a project called @eagletop3compan that’s built around this idea.
The platform offers mining plans that allow users to participate in its cloud-mining model, with rewards credited in Eagle Coin.
I’m taking a closer look at how it works, what its mining plans offer, and what anyone interested should understand before getting involved.
If you’ve ever been curious about cloud mining, this is worth exploring.
Take a look at the platform here: 👇🏻
🤖 Made with AI
Bitcoin ETFs attracted more than $1 billion in three trading days.
Yet Bitcoin still struggled to hold its ground.
That’s an important distinction.
ETF inflows tell us money is entering spot Bitcoin funds. They don’t tell us that every other seller has disappeared.
Existing holders can take profits. Derivatives traders can add selling pressure. Macro uncertainty can also weigh on risk appetite.
So strong inflows and weak price action aren't necessarily contradictory.
The real question is whether that demand is strong enough to absorb the supply coming into the market.
If inflows continue and Bitcoin starts reclaiming resistance, the picture gets more constructive.
If price keeps weakening despite continued inflows, we need to ask what those buyers are up against.
Capital is entering. The market still has to prove what it can do with it.
Bitcoin is still stuck in a range.
And the interesting part isn't just the price levels. It's what happens when price reaches them.
Glassnode's latest analysis identifies $80K–$81.5K as a key demand area, while $85K–$87.5K holds a concentration of potential selling pressure.
That creates two very different tests for the market.
If BTC breaks above the upper zone and ETF inflows return with stronger volume, buyers would have a stronger case.
If it loses $80K on a daily close, the recent recovery starts looking much less convincing.
Neither outcome is guaranteed.
For now, the question isn't whether Bitcoin can break out.
It's whether demand is strong enough to absorb the supply waiting above it.
Dukethegreat retweeted
One thing that doesn’t get enough attention in stablecoin payments is what happens before the money moves.
Mastercard just announced a new service designed to help financial institutions assess risk across stablecoin payments.
It’s called Stablecoin Security.
The service combines payment information with blockchain analytics to help identify potential fraud, scams, sanctions exposure and other financial-crime risks.
It can also generate a risk score before a payment is completed.
Why does this matter?
Because a stablecoin transfer isn’t always as simple as money moving from one wallet to another.
A new Bank for International Settlements study examined 593 million stablecoin transfer events across 141 million Ethereum transactions in 2025.
It found that nearly 60% of those transfer events occurred within complex, multi-step transactions.
That distinction matters.
One transaction can contain several transfers and other operations, meaning that counting every transfer as a separate payment can give us a misleading picture of how stablecoins are actually being used.
For financial institutions, understanding the wider transaction matters just as much as seeing the individual transfer.
Mastercard’s approach is to bring payment intelligence and blockchain analytics together, giving institutions more context before they approve a payment.
The service is launching first in North America, with worldwide commercial availability expected in 2027.
To me, this is an important part of the stablecoin story.
Making money move faster is one challenge.
Helping institutions understand the risks surrounding that movement is another.
And both matter if stablecoins are going to support more real-world payments.
Dukethegreat retweeted
AI agents are starting to buy services from other AI agents.
But there's a difference between an agent economy generating activity and one developing broad, independent demand.
@autonolas gives us an interesting case to examine.
Its Mech marketplace reports:
• 12.1M task requests
• 10.2M completed deliveries
• 11 daily active Mech agents
• $110K in gross task payments
Here's what caught my attention.
Around 97.5% of those recorded requests came from one source: Olas's Predict agent economy.
The marketplace also reports $888 in collected fees, although that figure covers specified payment tokens and fee-collection periods.
None of this proves the marketplace lacks value.
But it raises a more important question:
How much demand exists beyond its largest source, and can that demand sustain a broader agent economy?
For me, that's what makes this worth watching.
Because millions of requests can demonstrate activity.
They don't automatically demonstrate a mature economy.
Dukethegreat retweeted
BREAKING:
3 whales bought $60,000,000 in $ETH today.
Smart money is buying fear.
Dukethegreat retweeted
Bitcoin is still stuck in a range.
And the interesting part isn't just the price levels. It's what happens when price reaches them.
Glassnode's latest analysis identifies $80K–$81.5K as a key demand area, while $85K–$87.5K holds a concentration of potential selling pressure.
That creates two very different tests for the market.
If BTC breaks above the upper zone and ETF inflows return with stronger volume, buyers would have a stronger case.
If it loses $80K on a daily close, the recent recovery starts looking much less convincing.
Neither outcome is guaranteed.
For now, the question isn't whether Bitcoin can break out.
It's whether demand is strong enough to absorb the supply waiting above it.