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 TIA by @thedefiedge on X since Jan 2022: not yet scored on TIA (as of Nov 11, 2026).
Other assets covered (16)
1 TIA call on record, a thin history.
Relative view by default: fewer than 30 TIA 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
RWA perps went from $18B to $2.23 TRILLION in one year. That’s 122x. Stocks and commodities are now 18% of all perp volume. A year ago it was basically zero. Crypto feels dead right now, but charts like this say otherwise. Real usage is exploding. https://t.co/efGjdTTnVn
View original →Crypto’s revenue numbers look rough this year. Look closer though. Up to 30% of it could come from institutions and wider economic use, not just traders flipping tokens. That’s the adoption story the headline misses. My top 7 reads this week:
View original →Venice burned about $1.06M of $VVV in October, its biggest regular month so far. The bad news is that total supply is still going up, because more new VVV came out in October than got burned. However... That math changes soon in January 2027. Right now about 19K new VVV hits the market every day from staking rewards and unlocks. Most of the scheduled unlocks end on January 1, so that drops to around 6K a day. If burns stay the same, they cover about a quarter of new supply instead of 7.5%, roughly 3x the impact. Usage is growing fast too. Venice says @AskVenice went from about 250B to over 1T AI tokens (the small chunks of text AI reads and writes) a day in October. There are two catches though, and both are bad for holders. 1, Usage isn't the same as paid revenue. Even after January, burns need to grow about 4x before supply really shrinks. 2. VVV holders don't own any of Venice's revenue. The company decides how much to burn, and it can change that. So I'm cautiously bullish, but only for a window. Investor tokens start unlocking in July 2027 and could add up to ~6K VVV a day, which is about as much as all the new supply after January. So January to July is the six months where burns face the least new supply they'll see for years, and if they can't catch up to it then, I don't think they ever will.
View original →What are the biggest tokenized stocks? Circle sits at #1 with $370.9M. Strategy is #4 at $213.4M, and it started the year at about $11M. I think on-chain buyers want stocks from their own corner of the market. Two of the top four are crypto companies, and Tesla fell to #6. https://t.co/JFTtcmE8ZM
View original →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
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