Commodities are taking over the perp markets.
$83B traded this month, that’s 81% of total TradFi perp volume.
Precious metals are leading and @ is capturing 64% of that metals volume.
That tells you where traders are actually executing risk strategies.
Right now, protection is winning.

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Malfoy

04-20 14:31

Seeing a lot of crypto people quietly closing up shop lately and honestly, it’s hard to blame them.
After everything that’s gone down, it’s getting tougher to justify parking funds for 2–3% when there’s always that risk your whole portfolio could get wiped.
You can literally see the shift happening in real time... TVL down ~10% in a day, with people pulling liquidity out of protocols like Aave, Morpho, Sky Protocol, Fluid…
Everyone’s rotating into stables, and yeah, you’ll see those ~13% APYs on USDC / USDT and think it looks attractive but that yield isn’t free.
It’s being driven by people bo

AAVE-0,53%

MORPHO-2,21%

SKY0,3%

FLUID-2,5%

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Malfoy

04-16 16:46

How much more $BTC do you think Saylor will buy this Q2?

BTC-0,94%

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Malfoy

04-16 11:20

This is $BTC since the start of April.
To be very honest, I wasn't expecting this much bull this month.
BTC is already up 16% since April 1.
Can we keep this going for the rest of Q2?

BTC-0,94%

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Malfoy

04-15 09:47

We all know by now... China isn’t exactly panicking over a Strait of Hormuz blockade.
Before any conflict, their oil imports were already diversified.
~14% from Saudi Arabia, 11% from Iran, 29% from the rest of the Middle East, 20% from Russia and the remaining 26% from elsewhere.
So they were never overly dependent on one source to begin with.
Even now, Iranian oil hasn’t completely stopped flowing to China, which already puts them in a stronger position than most Asian countries.
Yes, they’ve still taken a hit by losing around 20% of total oil imports is real pressure.
Saudi Arabia and the U

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Malfoy

04-14 09:21

Hal Finney called Bitcoin “high powered money” back in 2010...
Just like something banks would eventually hold as reserves.
Fast forward 16 years and Morgan Stanley is custodying Bitcoin.
Charles Schwab Corp. is building crypto accts and major banks are trying to get into digital assets.

BTC-0,94%

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HighAmbition:

thnxx for the update

Malfoy

04-06 11:15

$BTC is clearing $70K for the first time in 10 days.
That has resulted in over $233M in shorts being liquidated.
So far, it's gone up +3.6% in 12 hours.
New ATH? Maybe not.

BTC-0,94%

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HighAmbition:

Hold on tight, take off immediately🛫

Malfoy

03-30 10:37

Beijing just launched an investigation into U.S. clean-tech restrictions. 🇨🇳
This is a retaliation after years of tariffs.
And it's happening right before Trump’s Beijing visit.

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Malfoy

03-18 15:43

Brent crude oil is now up to $110/barrel after Israeli strikes on Iranian gas plant.
Iran is now announcing that some Gulf energy sites are "legitimate targets."

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Malfoy

03-11 11:23

Long Term Holders are starting to dump.
Ever since $BTC hit $126K, we’re seeing heavy distribution from wallets that usually never sell.
These are the same holders who survived multiple cycles yet even they’re taking profits.
But here’s the interesting part.
It usually means the market is getting close to exhaustion on the downside.
This is usually where the best opportunities appear.

BTC-0,94%

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Malfoy

03-09 11:08

Most people still don’t understand the #Bitcoin endgame but institutions clearly do.
Wait… how much Bitcoin do ETFs actually hold?
As of March 6, 2026, U.S. spot Bitcoin ETFs hold 1,284,635 BTC, about $87.1B.
That’s already around 6–7% of the entire Bitcoin supply.
And who’s buying the most? BlackRock is leading by far with iShares Bitcoin Trust (IBIT).
In 2026, major banks like Bank of America and Wells Fargo started offering Bitcoin ETF access to their clients.
Which means even more money can now flow in easily.
Analysts are also projecting $180B–$220B in ETF AUM by the end of the year.

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Malfoy

03-05 12:40

$BTC liquidity map is getting interesting.
The liquidation heatmap shows a large liquidity cluster sitting around the $70K zone.
That area is seriously packed with leveraged positions.
In simple terms, a lot of liquidity is waiting below price.
That $70K region could act like a magnet if the market wants to sweep the downside before the next move.
Nothing unusual though, this is how markets works.

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Malfoy

02-24 15:36

Vitalik Buterin is dumping again.
This is the face of Ethereum, so everytime he sells, price follows.
First, he sells over 1,869 $ETH (~3.6M) and price drops almost 6%.
Before this, he sold ~7k $ETH (~ 14.8M) and ETH went down 22%.
And this is supposed to be the killer of Bitcoin.
Right now, it’s looking more like it’s killing its own holders lol.

ETH-1,23%

BTC-0,94%

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Malfoy

02-24 11:00

80% of new tokens bleed out within 90 days and most dump 50–70% from launch.
Meanwhile billions flow into crypto IPOs + M&A.
Protocols are PRINTING revenue and their tokens are still down BAD.
• $PENDLE → down 75% but generating real yield flows
• $HYPE → $475M revenue engine
• $ENA → SaaS model spreading across crypto
• $UNI → $400M+ in fees
• $AAVE → half a billion in fees
And yet, they’re discounted like they’re useless because most tokens are structurally broken.
The gap between a good project and good token is where money will be made this cycle.
Study the ones building REAL systems now.

PENDLE-0,38%

HYPE-1,71%

ENA0,09%

UNI-1,81%