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 AAVE by @thedefiedge on X since Jan 2022: not yet scored on AAVE (as of Nov 11, 2026).
Other assets covered (16)
3 AAVE calls on record, a thin history.
Relative view by default: fewer than 30 AAVE 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
Hyperliquid landed on the Bloomberg Terminal, USDT is launching on Bitcoin, and more. 10 updates worth catching up on: • @HyperliquidX just landed on the Bloomberg Terminal, the default screen of TradFi. It's a massive legitimacy signal. • @tether launches USDT on Bitcoin this month through RGB, with private transfers, direct BTC/USDT swaps, and BTC-collateralized lending. • @aave proposed an Aave Foundation, a memberless Cayman Islands entity that would hold Aave's trademark and IP on behalf of the DAO. • @Ostium is rebuilding as Gateway, a whitelisted API and liquidity layer selling RWA perps access to venues, family offices, and pro desks. • @virtuals_io opened Virtuals App in closed beta: a personal AI with its own wallet and market access. You set its limits and permissions, then put it to work like your own quant. • @DriftFDN opened DFX claims and redemptions for victims of its April 1 exploit, paying 1 DFX per $1 lost. DFX currently redeems for about $0.01 each. • Chromia is proposing to remove its 978M CHR supply cap and issue 125,000 new CHR daily. That's ~45.6M CHR a year, or ~4.7% inflation in year one. • @longdotxyz rolled out a community vault LP upgrade that moves stock-pair vault liquidity into USDG/STOCK pools on Robinhood Chain. The goal is to make LONG pairs the largest external LPs for tokenized stocks, with LP fees compounding back into the vault. • @theInterfold shipped receipt-free secret ballots on Ethereum mainnet. Ballots stay private, the tally is encrypted, and threshold decryption produces a verifiable result with no trusted hardware. My favorite update this week is Hyperliquid landing on Bloomberg. Bloomberg now streams Hyperliquid perps on the S&P 500, gold, and crude. When Wall Street shuts down on Friday afternoon and something big happens over the weekend, traders on the terminal can still see where the market is pricing it, live and onchain. For years TradFi rolled its eyes at crypto. Now it's checking Hyperliquid on a Saturday to see where oil is trading.
🗡️ What DeFi Shipped 🚢 (Oct 9): Hyperliquid landed on the Bloomberg Terminal, USDT is launching on Bitcoin, and more. 10 updates worth catching up on: • @HyperliquidX just landed on the Bloomberg Terminal, the default screen of TradFi. It's a massive legitimacy signal. • @tether launches USDT on Bitcoin this month through RGB, with private transfers, direct BTC/USDT swaps, and BTC-collateralized lending. • @aave proposed an Aave Foundation, a memberless Cayman Islands entity that would hold Aave's trademark and IP on behalf of the DAO. • @Ostium is rebuilding as Gateway, a whitelisted API and liquidity layer selling RWA perps access to venues, family offices, and pro desks. • @virtuals_io opened Virtuals App in closed beta: a personal AI with its own wallet and market access. You set its limits and permissions, then put it to work like your own quant. • @DriftFDN opened DFX claims and redemptions for victims of its April 1 exploit, paying 1 DFX per $1 lost. DFX currently redeems for about $0.01 each. • Chromia is proposing to remove its 978M CHR supply cap and issue 125,000 new CHR daily. That's ~45.6M CHR a year, or ~4.7% inflation in year one. • @longdotxyz rolled out a community vault LP upgrade that moves stock-pair vault liquidity into USDG/STOCK pools on Robinhood Chain. The goal is to make LONG pairs the largest external LPs for tokenized stocks, with LP fees compounding back into the vault. • @theInterfold shipped receipt-free secret ballots on Ethereum mainnet. Ballots stay private, the tally is encrypted, and threshold decryption produces a verifiable result with no trusted hardware. My favorite update this week is Hyperliquid landing on Bloomberg. Bloomberg now streams Hyperliquid perps on the S&P 500, gold, and crude. When Wall Street shuts down on Friday afternoon and something big happens over the weekend, traders on the terminal can still see where the market is pricing it, live and onchain. For years TradFi rolled its eyes at crypto. Now it's checking Hyperliquid on a Saturday to see where oil is trading.
View original →$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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