Bu haftaki yazımda Bob Loukas, Ben Cowen, Willy Woo, James Check ile birlikte Bitcoin ve Ethereum analizi yaptıktan sonra 2 altcoin projesinden bahsettim. Keyifli okumalar 📚

Catch up day I took 2 weeks off and spent with my family. I visited Amsterdam, Brussels, Ghent, Lille, Cologne, Athens. It was a good experience and I'm ready to comment on a few things with fresh eyes & mind. I will quote tweet, take notes, share some draft ideas today. You can

Boomer's Dilemma There are tons of points program. Specifically on HyperEVM with respect to high expectations. Some say Unit, Liminal, HyperLend, Felix, Upshift, Kinetiq, etc. Question is: - Are you going to spray your assets everywhere and you will get small/mid airdrops... or

There is only rewards for stable pools. I hope they will add other asset pools, then people can lend $SOL etc. If we consider 4m $KMNO rewards this week (4m KMNO * $0.05 token price = ~$200k USDC) for USDC Prime vault, $62.8m will earn these rewards. This means $3 reward for

If you feel overwhelmed, fomo, afraid, lost, etc. I think this article will help you immensely. Sometimes I find Hitesh too spiritual for CT (his reasons are quite understandable), but this one is spot on.

Boros is a unique DeFi product by Pendle. This can bring good profits for who know historic funding rate behaviors. Perps has become one of the main stories of this cycle. "In essence, you're not trading tokens, you're speculating on how future funding rates will move."

BTC back in range & ETH above $4k & collecting blueberries with family. Definition of a good weekend 🌱

Ethereum risk metric: 41/100 Finally >40. It was ~17 just less than 2 months ago. I plan to take profits from 50 to 80. I will update it on a daily basis. Beta plays ENA & FLUID are quite strong (mindshare & fundamentals) and I keep my positions since mid-July.

Project's reputation should be a mixture of metrics such as team's background, communication with community, token utility, roadmap clarification, etc. I notice that people slash projects due to disappointment in airdrop / communication with community (their efforts on testnet,

Bitcoin risk metric: 56/100 Price is at nearly ATH yet risk metric is below 60. Short term holder cost basis & mayer multiple show 15-20% room to grow considering last 2 years of $BTC price action. MVRV & SOPR levels are in the middle zone, supports the idea of higher prices.

Ethereum risk metric: 40/100 Cooldown of this metric due to strong BTC price action. I believe it's good to have this period to prepare for another leg up. If BTC can keep going up, it will help $ETH to reach new ATH prices. Then it will be easier for this metric to go higher.

Bu yazımda BTC ve ETH risk metrikleri ile birlikte 5 yıllık kripto yolculuğum (doğru/yanlışlarım) & yapay zeka projelerine dair bilgiler bulabilirsiniz.

Bitcoin risk metric: 57/100 (from 23) Ethereum risk metric: 45/100 (from 17) Great to see how things have changed in 3-4 months. Risk metrics proved themselves quite efficient for the long term dca in/outs. MVRV & fib extensions imply $130-132k region (fib is drawn between