پست‌های تلگرام DeFi Crypto Ann

Another beautiful day.

Decided to remove the public chat as it wasn't used outside of spammers shilling stuff.

https://x.com/XenoAwake/status/1888732718797652439?t=VAZwDY3vVZIY3MLCQDFThQ&s=19

https://x.com/XenoAwake/status/1886705936292598016

I know i have been bull porning it up last few days but keep in mind until we invalidate $113,500 or soon to be $105k if we go down these bullish patterns still have short term bearish implications.

If Feb bucks the trend for bearish correction short term we could still see $85k and $2.4k respectively on BTC and ETH. I do believe they will correct them selves very quickly(Within 30 days of their support retests) and deliver the spring needed for the next leg of the bull market. Talking over $150k BTC and $8k ETH.

Bitcoin is currently is a bull flag pattern with a support of $85k if there is a next leg on the 3D. ETH support on an ascending triangle is $2.4k with a spring PT at $8k min.

People slept on ETH and in ETH all of 2024. Imo this is ETHs year as i posted before. My targets are wild. I think min $15k. But if Bitcoin hits $1m this cycle which is 1 std deviation above Plan Bs $500k you could see up to $50k. I know that sounds wild but its not. Respectfully.

For me i will sell a large chunk above $15k maybe like 1/3rd or more and then monitor appropriately at higher levels if it happens.

For those that don't know the Total3-USDT-USDC/BTC is the altcoin market minus stablecoins compared against Bitcoin. Its a better gauge imo of Altcoin health.

We can see here a very solid monthly retest on the Total3-USDT-USDC/BTC on the daily. This correlates with what we saw on the monthly which is bear market vs BTC since 2021 which has been consolidating since June 2023 and is now finally above its VWMA with a bullish strength breakout. This also correlates with the regular Total3 which is showing a nice bull flag.

Couple this with ETF for Trump regulatory environment for infrastructure based yield this thing is going.

Blockspace slots for L2s are set to hit their limit very soon. There is a proposal to double the blocksize similar to Bitcoin Cash did in 2017 for blockspace during the fork but it would only extend the situation a month and EF has no short term solution. Could take a while to come up with one and implement. In the mean time as long as the fees on the L2s are worth the squeeze for the trader or user demand will increase causing purchasing of ETH to bid via auction on blockspace and kick off additional fees which cause an acceleration of delfationary burns from the beacon chain.

To couple this we should see new ETH ETF products come out that will reign in the first crypto infrastructure dividend based prdouct via LSTs and restaking that should cause more risk on capital to cycle from BTC to ETH.

This double whammy will be massive. Would be great if we saw a trifecta as SOL meme cycle tops with Trump coin but might not be needed.

This puts all ETH Staking, Restaking, and MEV/HFT/Pre/Post Confirmation products on the board for the next rotation.

Bonus ETH holders have to be only strong hands at this point given they mid curved the entire 2024 cycle for a 2x or worse depending on entry.

My more formal write up for the bull case on ETH.