Called $BTC bullish on Apr 10, 2025: $BTC rose 55% in 6 months.
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I help busy people cut through the noise in DeFi. Systems driven research without the hype or bs.
Cite asCryptoQuant has tracked the directional calls on PUMP by @thedefiedge on X since Jan 2022: not yet scored on PUMP (as of Nov 11, 2026).
Other assets covered (16)
3 PUMP calls on record, a thin history.
Relative view by default: fewer than 30 PUMP calls or days on record.
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 @thedefiedge to submit corrections.
Called $BTC bullish on Apr 10, 2025: $BTC rose 55% in 6 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Which protocols paid holders the most since 2021? 4 different ones held #1, then @HyperliquidX took it in July 2025 and pulled away. It has paid holders $1.39B, more than @aeroxyz and @Pumpfun combined. In an era of bs, I feel safest holding tokens that make money & pay me. https://t.co/wg8IfVzB9X
View original →Everyone's scared right now. That's usually when the next cycle's biggest winners are sitting there cheap. By the time ppl start shilling again, most of the move is already gone. Here are the 5 narratives I'm watching before the markets pump: 1. AI Inference Every time someone uses Claude or an AI agent, somebody pays for the computing power behind it. That's inference. As agents do more work on their own, that bill keeps getting bigger. Some crypto projects already let people buy or access that compute through their tokens. I'd check two things. Are there real paying customers? And does that demand actually flow back to the token? • $VVV $ORBIO 2. Proof of Useful Work / AI Compute Bitcoin miners burn a huge amount of computing power just to secure the network. Pearl and Nockchain are betting the same kind of hardware can do useful work (AI models, ZK proofs) and still earn rewards. Bittensor goes broader and pays people for useful AI contributions. The catch is that a network can have thousands of GPUs running with nobody actually paying to use them. So the number I care about is revenue from real customers vs rewards paid by printing new tokens. • $PEARL $NOCK $TAO 3. Privacy Right now anyone can look up a wallet and see the savings in it and every payment it's ever made. Businesses and AI agents aren't gonna move serious money on rails like that. Zcash and Monero already do private payments. Newer projects are building private apps and smart contracts. The obvious risk is regulators. Honestly, I don't have a clean answer to that one. So I'd trust usage over headlines. That means growth in private transactions and apps that really need privacy to work. • $ZEC $XMR $NIGHT 4. Quantum Resistance Quantum computers may one day break the cryptography that protects most crypto wallets. And you can't upgrade a whole blockchain overnight. The interesting part is that networks are already taking different routes. NEAR added quantum-safe signatures (ML-DSA) to mainnet in July. Starknet is aiming to be fully quantum resistant by 2027. Quantus launched in September with quantum-resistant signatures from day one. I'm honestly not sure on timing here. So I'd only care which upgrades are actually live, and whether any of it creates demand for the token. • $QTC $NEAR $STRK 5. Revenue & Buybacks The part most people still skip is doing the math after dilution. Say a project buys back $10M while unlocking $50M in new tokens. It's still putting more on the market than it's taking off. So I'd look at how much revenue actually reaches the token after unlocks and emissions. • $HYPE $UNI $PUMP I wouldn't buy all five today. I'd build a watchlist with 2 or 3 projects per sector and check those numbers once a month. The setup I want is the number getting better while the price hasn't caught up yet. That gap is usually widest when everyone's scared... like right now. The narrative gets a coin on your watchlist. The numbers tell you when to buy. Which of these five do you think the market is still sleeping on?
View original →Pokemon cards on Solana just out-earned Polymarket this week. Top 5 protocols by revenue: 1. @papertrade_xyz $28.5M 2. @HyperliquidX $16M 3. @Pumpfun $12.6M 4. @Collector_Crypt $4.3M 5. @Polymarket $4.1M solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp is up 18% this week, 84% this month. People are starting to notice.
View original →$1.3B in tokens unlocks in October. Here are the 5 I'm watching, and the 4 things that tell you whether an unlock actually dumps: - $PUMP (Oct 11): ~$41.5M unlocking, around 1.5% of supply. Up roughly 12% over the 7 days after its previous unlock on Sep 11. - $APT (Oct 11): ~$8.5M unlocking, around 0.6% of supply. After its previous unlock on Sep 11, APT fell roughly 7% over the next 7 days. - $STRK (Oct 15): ~$6.2M unlocking, around 3.4% of supply. The ironic part? STRK gained roughly 73% in the 7 days after its Sep 14 unlock. - $ARB (Oct 16): ~$17M unlocking, around 1.6% of supply. ARB was up roughly 69% in the week after its Sep 15 unlock. - $ZRO (Oct 20): ~$54M unlocking, around 4% of supply. Its Sep 19 unlock was followed by roughly a 45% gain over the next 7 days. The obvious mistake here would be looking at those September returns and assuming the same thing happens again. A lot of that was the market. $BTC went from ~$63k in mid-August to the high $80s by Mid-September, sentiment flipped bullish, and alts caught the wave right as these unlocks were hitting. The better question is what actually happens to the new tokens. HYPE is the best example from this week. Its unlock looked huge on paper, but a large part of the team allocation being claimed was sold OTC to a single institutional buyer instead of immediately hitting the open market. That’s why I’d care more about: 1. how big the unlock is vs supply 2. who receives it 3. whether those tokens move to exchanges 4. what the market is doing at the same time For most of these, the tokens go to the team, core contributors, and strategic partners, so that part doesn't separate them much. Size does, which is why $ZRO and $STRK get most of my attention at 4% and 3.4% of supply. Which upcoming unlock are you watching most closely?
View original →$STONK is up 513% in the last 30 days, but its revenue pace is down 34%. The SEC just made token buybacks a lot easier, so I wanted to know which protocols are actually earning more while their tokens lag behind. I checked 23 revenue tokens across 7 sectors and compared revenue pace to 30D price growth. Launchpads - https://t.co/f1pTxLVLNd: Revenue -34% | $STONK +513% - https://t.co/h9VveifpFO: Revenue -7% | $BONK +19% - https://t.co/xR4HP5omQ3: Revenue +34% | $PUMP +52% - Pons: Revenue -66% | $PONS -52% Chains - TRON: Revenue -3% | $TRX +2% - Polygon: Revenue +4% | $POL +13% - Avalanche: Revenue +51% | $AVAX +46% - Arbitrum: Revenue +20% | $ARB +54% DEXs - Curve: Revenue +69% | $CRV +5% - Raydium: Revenue -33% | $RAY +145% - Uniswap: Revenue -33% | $UNI +45% Perp DEXs - Hyperliquid: Revenue -12% | $HYPE +10% - Lighter: Revenue +3% | $LIT -16% - GMX: Revenue +47% | $GMX +13% Lending - Aave: Revenue -1% | $AAVE +38% - Sky: Revenue -1% | $SKY +39% - World Liberty: Revenue +4% | $WLFI -2% Cross-chain - THORChain: Revenue -5% | $RUNE +62% - Chainflip: Revenue +40% | $FLIP -26% - NEAR: Revenue +21% | $NEAR +125% Liquid staking - Lido: Revenue +5% | $LDO +22% - https://t.co/amwOX2ZI2i: Revenue +8% | $ETHFI +37% - Solv: Revenue +4% | $SOLV +32% A few of these tokens are pumping while the protocol makes less money. $STONK is the wildest, but $RAY and $UNI are doing it too: - $RAY: Revenue -33% | Price +145% - $UNI: Revenue -33% | Price +45% And a few are earning way more while the token barely moves: - $CRV: Revenue +69% | Price +5% - $GMX: Revenue +47% | Price +13% - $FLIP: Revenue +40% | Price -26% None of this means $CRV or $GMX has to go up. 30 days is a short window, and revenue only helps a buyback if it actually flows back to the token. But if I'm hunting for buyback plays, I'd start with the ones where revenue keeps climbing and price hasn't caught on yet. I'd rather dig into those than ape whatever token just announced a buyback. What revenue tokens are you watching right now?
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