Delusional Optimist | Head of Business Development @Lisk | Data-Driven Insights on Markets, Exponential Technologies and Global Power Shifts 📈🔍
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @LeonWaidmann to submit corrections.
Bitcoin is healing! 📈 🔹 Individuals added +107K BTC in Q3 so far 🔹 Funds & ETFs reduced holdings by 39K BTC 🔹 Governments sold 11K BTC 🔹 Businesses were roughly flat at -2K BTC After months of institutional dominance, Bitcoin ownership is broadening again. More supply is moving back into individual hands.
View original →The Ethereum ecosystem is healing. 📈 🔹 Rollup value secured: $34.16B 🔹 Up 8.82% 🔹 Total L2 value secured: $43.32B, up 7.60% After a long period of contraction, capital is starting to move back into Ethereum’s scaling ecosystem. The L2 economy is rebuilding. https://t.co/2Q0IUVwW4j
View original →Ethereum is at the center of the ONCHAIN economy! 🔹 56.7% of cross-chain volume 🔹 $1.09B routed through Ethereum 🔹 151 active routes across 15+ chains Capital is moving across an increasingly interconnected onchain economy, and Ethereum remains its biggest hub. What a beautiful visualization by L2BEAT. 👏
View original →Tokenized stock trading volume is EXPLODING! 📈 🔹 $19.72B traded over the past 30 days 🔹 +207.5% vs. the previous 30 days 🔹 Robinhood Chain captured 53.2% of total volume 🔹 BNB Chain followed with 27.8% Credit where credit is due! 👏 https://t.co/zrmoEH1zpH
View original →RWA perp trading just grew 44x in one year! 📈 🔹 $117.3B in monthly trading volume 🔹 Up 44x in just one year 🔹 86% of volume now happens onchain https://t.co/l0jSBTmdOZ
View original →Stablecoin growth in the Ethereum ecosystem is slowly picking up AGAIN.📈📈 🔹 Stablecoin supply: $177.5B 🔹 Layer 2 share: 8.60% 🔹 Supply is rebounding after the recent pullback Data via @growthepie_eth https://t.co/CMrOgil3tA
View original →Ethereum staking demand remains STRONG. 📈 🔹 ~1.8M ETH still waiting to enter 🔹 Exit queue is near zero 🔹 Entry demand has cooled from the ~4.1M ETH peak The imbalance remains clear: Far more ETH wants IN than OUT. https://t.co/lv09C8ktiX
View original →Stablecoins continue to grow, but momentum has slowed since the sharp 2025 expansion. 🔹 Total supply: ~ $315B 🔹 +$4.5B over the past month 🔹 +$27.4B YoY 🔹 Still just 2.36% below the $323.3B ATH The trend remains UP. https://t.co/Dq1rgy89JJ
View original →Tokenized assets just crossed $35B! 🔹 U.S. Treasury debt remains the largest category 🔹 Commodities, stocks and credit are all expanding 🔹 Growth accelerated sharply through 2025 and 2026 https://t.co/Osi8p0zobU
View original →ETH balance on exchanges just reached a new ALL-TIME LOW. 📉 🔹 Less than 12.7% of ETH supply now sits on exchanges 🔹 Down from ~21% in 2023 🔹 The decline has continued through 2026 Less ETH is sitting where it can be readily sold. Ethereum’s liquid supply keeps getting tighter.
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