Brandon (@hedgedfund) 's Twitter Profile
Brandon

@hedgedfund

Research @TheBlock__

ID: 1810347956534722560

calendar_today08-07-2024 16:19:31

43 Tweet

35 Followers

25 Following

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BREAKING: Bitcoin falls out of the top 10 largest assets by market cap Down -6.7% YTD — one of the worst performing trillion-dollar assets in the world

BREAKING: Bitcoin falls out of the top 10 largest assets by market cap

Down -6.7% YTD — one of the worst performing trillion-dollar assets in the world
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Earlier today, Bybit listed $ELON on spot. Traders rushed to ape the $ELON memecoin on sol, instant 4x pump Then realized it was actually for Echelon and NOT the memecoin. Full retrace the next minute Just another day in the trenches

Earlier today, Bybit listed $ELON on spot. Traders rushed to ape the $ELON memecoin on sol, instant 4x pump

Then realized it was actually for <a href="/EchelonMarket/">Echelon</a> and NOT the memecoin. Full retrace the next minute

Just another day in the trenches
Brandon (@hedgedfund) 's Twitter Profile Photo

BREAKING: Bitcoin PLUNGES to its lowest level since the March 2025 tariff selloff $220 BILLION erased in 3 days — one of the worst streaks in its history Now down 10% YTD as it drops to 13th largest asset by market cap

BREAKING: Bitcoin PLUNGES to its lowest level since the March 2025 tariff selloff

$220 BILLION erased in 3 days — one of the worst streaks in its history

Now down 10% YTD as it drops to 13th largest asset by market cap
Brandon (@hedgedfund) 's Twitter Profile Photo

Since Q4 2024, crypto has made up >40% of Robinhood's revenue while being the primary driver of revenue growth Not surprising that $HOOD has traded as beta to $BTC with nearly identical PA since Q4 '24 earnings, and even more so after the Oct 10th flash crash

Since Q4 2024, crypto has made up &gt;40% of Robinhood's revenue while being the primary driver of revenue growth

Not surprising that $HOOD has traded as beta to $BTC with nearly identical PA since Q4 '24 earnings, and even more so after the Oct 10th flash crash
Brandon (@hedgedfund) 's Twitter Profile Photo

Gold and Silver have done over $20B in volume on Hyperliquid over the last 10 days It's also reached ~1% of COMEX's combined daily volume in the last 2 days For context, this ratio was <0.1% just two weeks ago. Slowly then all at once. Hyperliquid.

Gold and Silver have done over $20B in volume on Hyperliquid over the last 10 days

It's also reached ~1% of COMEX's combined daily volume in the last 2 days

For context, this ratio was &lt;0.1% just two weeks ago. 

Slowly then all at once. Hyperliquid.
kevin (@kevca6) 's Twitter Profile Photo

James Christoph Been there. My own $340k wipeout in Q4 2024 was almost identical setup. I was short Indonesian palm oil futures hedged with long Avalanche subnets, collateralized with liquid staked Atom. The correlation held perfectly for 8 months until some random Indonesian minister tweeted

Brandon (@hedgedfund) 's Twitter Profile Photo

Bitcoin and $HOOD have been trading at a near 1:1 parity since the 10/10 crash tfw your "financial super app" thesis is just a $BTC long

Bitcoin and $HOOD have been trading at a near 1:1 parity since the 10/10 crash

tfw your "financial super app" thesis is just a $BTC long
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One of the most underlooked sectors in crypto: Options Ithaca Protocol and Derive.xyz — the two largest onchain options protocols — have seen combined daily volumes surge >500% YTD

One of the most underlooked sectors in crypto: Options

<a href="/IthacaProtocol/">Ithaca Protocol</a> and <a href="/DeriveXYZ/">Derive.xyz</a> — the two largest onchain options protocols — have seen combined daily volumes surge &gt;500% YTD
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Number of days it took Polymarket's crypto markets to reach $100M in cumulative volume 1-hour: 64 days 15-minute: 38 days 5-minute: 5 days Give us 1-minute markets already Polymarket

Number of days it took Polymarket's crypto markets to reach $100M in cumulative volume

1-hour: 64 days
15-minute: 38 days
5-minute: 5 days

Give us 1-minute markets already <a href="/Polymarket/">Polymarket</a>
The Block (@theblock__) 's Twitter Profile Photo

Campus 201 is live 🚀 Built with our institutional partner LMAX Group to help teams develop real crypto competence. 201 establishes a clear baseline for crypto readiness across product, engineering, compliance, and leadership. Raise the bar and join Campus today 🧠

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The Oct 10 crash may have done more lasting damage to Bitcoin's institutional narrative than any bear market ever could FOUR consecutive months of net ETF outflows since sure looks like they want no part of this. What's going to bring them back?

The Oct 10 crash may have done more lasting damage to Bitcoin's institutional narrative than any bear market ever could

FOUR consecutive months of net ETF outflows since sure looks like they want no part of this. What's going to bring them back?
Brandon (@hedgedfund) 's Twitter Profile Photo

>man begs AI bot for 4 SOL >says its to treat his uncle's tetanus infection >bot sends 5% $LOBSTAR supply worth $300K instead >guy can't even swap — no SOL for gas >strangers donate gas money just so this man can sell >fullstacks the entire bag for $40K >mfw guy is from Guinea

Brandon (@hedgedfund) 's Twitter Profile Photo

Circle just posted its best quarter EVER and it's not even close Stablecoins have been the consensus mega-trend in crypto for a while now, and $CRCL has always been the only direct public market proxy to bet on it

perry | The Block (@perry8888_) 's Twitter Profile Photo

The Block's crypto funding dashboard charts are live! 13,000+ startups. Data going back to 2014. Every private VC deal in crypto, tracked More dollars. Fewer bets. The data tells the story 1/x 🧵

The Block's crypto funding dashboard charts are live!

13,000+ startups. Data going back to 2014. Every private VC deal in crypto, tracked

More dollars. Fewer bets. The data tells the story

1/x 🧵
Brandon (@hedgedfund) 's Twitter Profile Photo

Until late January 2026, HYPE and BTC were near-perfectly correlated Since then: $HYPE +100% $BTC -15% If you're wondering what happened: HIP-3 happened.

Until late January 2026, HYPE and BTC were near-perfectly correlated

Since then:
$HYPE +100%
$BTC -15%

If you're wondering what happened: HIP-3 happened.
Brandon (@hedgedfund) 's Twitter Profile Photo

DeFi is bleeding. The fallout from KelpDAO's $290M exploit is still spreading. The top 20 chains have now lost a combined $7 BILLION in the last 24h alone.

DeFi is bleeding. The fallout from KelpDAO's $290M exploit is still spreading.

The top 20 chains have now lost a combined $7 BILLION in the last 24h alone.