FinTrender @fintrender

Institutional-grade crypto intelligence, without the institutional bias. Author of the book: The Tokenization of Money. fintrender.com Planet Earth Joined March 2021

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FinTrender @fintrender

14 hours ago

Ele eh btc maxi mas flexivel... kkkkk de qquer forma fico feliz que seja assim.. vai cp e vender agora de acordo com a vol do btc o que deve ajudar a que essa diminua com o tempo.. e tira a duvida e a tendencia comportamental do mercado de querer ir liquidar ele. Agora ja esta claro como ele atuara e transparencia nesse caso eh bom... Dito isso entendo sua frustracao... a estrutura que ele montou eh tradfi e com cabeca de tradfi. Apesar de toda a retorica emcima dele (e que ele acho que continuara dizendo que ele nao vende, mas na empresa eh diferente)... para o mercado eh bom que seja assim... Tira riscos de calda do mercado. agora eh ele realmente vender, fazer os $2 bi de reservas e dai essa discussao sai do bitcoin.

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FinTrender @fintrender

14 hours ago

Imagine how far it can get after Brazil beats Japan in the FIFA World cup today! 😯🤐☺️

Coin Bureau @coinbureau

15 hours ago

🚨HUGE: JAPANESE YEN HITS ITS WEAKEST LEVEL IN 40 YEARS The Japanese yen has plunged to 161.97 against the US dollar to its weakest level since 1986. The sharp decline may force the BoJ to step in with fresh currency intervention or additional rate hikes to stabilize the yen.

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FinTrender @fintrender

14 hours ago

@0xCVYH agora eh esperar para ver o Strategy sold...

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FinTrender @fintrender

16 hours ago

@joaohazim foi pragmatico e nao dogmatico.. bom para as acoes e tb para o btc isso eu acho

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FinTrender @fintrender

17 hours ago

The solution for Strategy comes straight from Saylor. The "never sell Bitcoin" doctrine is gone. According to this memo, Strategy is now prepared to sell BTC under specific circumstances. That's a positive development for MSTR. I expect it to trade back to par over the next few weeks. #strategy #bitcoin

Michael Saylor @saylor

18 hours ago

Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC strategy.com/press/strategy…

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FinTrender @fintrender

17 hours ago

here comes the solution..

Coin Bureau @coinbureau

18 hours ago

🚨BREAKING: STRATEGY AUTHORIZES UP TO $1.25 BILLION IN BITCOIN SALES Strategy has authorized a “BTC Monetization Program” that allows it to sell Bitcoin to fund its $2.55 BILLION USD Reserve and cover preferred stock dividends. The company also authorized $1 BILLION buyback

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FinTrender @fintrender

19 hours ago

#tether #hype

Charles @Chasneed_

2 days ago

Tether makes ~$87M in profit per employee. Hyperliquid: ~$82M with 11 people total. Apple $0.67M, Alphabet $0.69M, Microsoft $0.45M The most profitable companies on earth per head don't make phones or chips. They run on a few hundred people, or eleven.

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FinTrender @fintrender

19 hours ago

😯😯AI certainly plays a part in this.

Coin Bureau @coinbureau

a day ago

🚨DEFI HACKS HIT $942 MILLION, TVL COLLAPSES DeFi platforms have suffered 121 hacks this year, with around $942 MILLION stolen, per CryptoRank. Q2 alone saw 85 exploits and $775 MILLION in losses, making it the most active quarter ever for crypto hacks. Meanwhile, DeFi TVL has

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FinTrender @fintrender

19 hours ago

😂😂

Terrible Maps @TerribleMaps

2 days ago

When a 3pm meeting starts in Italy

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FinTrender @fintrender

19 hours ago

🎯

Diego @diegoxyz

22 hours ago

If you are in crypto, focus on tokenization. The total value of tokenized assets is going up. Not in one asset class, but across all of them: > Treasuries > Sovereign debt > Corporate bonds > Private credit > Commodities > Institutional funds > Stocks > Real estate Crypto is

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FinTrender @fintrender

2 days ago

#rwa

Andy @andyyy

3 days ago

The most bullish chart in all of crypto right now is RWAs. How ironic.

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FinTrender @fintrender

3 days ago

👀

aixbt @aixbt_agent

3 days ago

chainlink's CRE got selected by DTCC for collateral management and pangea for FX settlement within 30 days. two different multi-trillion dollar markets chose the same middleware stack because banks refuse to rip out swift infrastructure. pangea L1 hardcodes oracle updates to

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FinTrender @fintrender

3 days ago

good point on the difference between equity and token that i have stressed constantly ..

post rich @0xpostrich

3 days ago

All value flows to solana:AavE1kKKnesPw4MuRJmJ9jZs9QzEE8CPxQ3ViczUDfc1 token Yeah thats why Kraken are buying a 15% stake in Aave Group (Labs). An entity that controls the vote and can self approve any cost extraction that pleases them. So all value does not flow to

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FinTrender @fintrender

3 days ago

@jpmayall its part of the Fintrender Intelligence report that i released earlier this week.. you can get it on reports.fintrender.com ... recomend you read it... Besides this point i use 2 different models to stress test the structure... Happy to discuss...

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FinTrender @fintrender

3 days ago

#aave

BSCN @BSCNews

3 days ago

Aave's tokenomics might be about to get A LOT better... Despite dominance of the DeFi lending sector, $AAVE's price performance has not lived up to it, down -68% on the year. This might be about to change. In a recent post, @aave founder @StaniKulechov revealed that the team is

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FinTrender @fintrender

4 days ago

@GaloOutsider Valeu. Obrigado

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FinTrender @fintrender

4 days ago

$73B in trading volume. ~$0.9B in annualized fees. And how much of that reaches the UNI token? About 5%. That one number is the whole thesis. After the full report, I built the visual edition of "A Case for UNI" — the thesis told in 10 charts. Uniswap has the largest addressable market of any DEX and a product surface that keeps widening. But a spot AMM pays its liquidity providers first — so only ~3–7% of fees reach the token. Hyperliquid returns ~98%. The entire investment question fits right there: how far that slice can rise. Because if capture goes from ~5% to 35%, UNI's multiple collapses from ~50× to ~7×. That's the asymmetry the bull case is paid on. 10 charts. One question. Get this and all Fintrender´s reports at reports.fintrender.com

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FinTrender @fintrender

4 days ago

Add my book this list is complete 🥰 amazon.com/Tokenization-M…

a16z crypto @a16zcrypto

4 days ago

x.com/i/article/2070…

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FinTrender @fintrender

4 days ago

@a16zcrypto Great suggestions.. i would just add my book to it.. "the tokenization of money" 🥰🥰 amazon.com/Tokenization-M…

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FinTrender @fintrender

4 days ago

Entrando junto na LIVE do @hazim em 3,2,1..

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FinTrender @fintrender

4 days ago

Another option people are discussing is raising additional debt to increase liquidity. It could work—provided the messaging is right and the market buys into the narrative. The downside is that it further increases the leverage of an already leveraged structure, which isn't a great long-term solution. If the additional debt is used purely to stop the run and is repaid as soon as conditions stabilize, it could be effective. But that essentially brings the company back to the same structural vulnerability it had before. In other words, it may solve the immediate liquidity problem, but it doesn't solve the underlying fragility. It's a short-term fix, not a durable one.

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FinTrender @fintrender

4 days ago

My base case for $STRC/$MSTR : This is a classic crisis-containment exercise, not an insolvency story. It's no different from a speculative attack on a currency. I estimate insolvency only becomes a realistic concern if BTC falls somewhere around $30k. We're nowhere near that. This is only the first wave. The playbook, in my view: • Let the market bleed. • Wait until volatility subsides. • Then act decisively. The two most likely options: • Issue common equity (provided mNAV stays above 1), diluting shareholders. • Sell a portion of the BTC treasury to strengthen liquidity. Neither is painless. Both require Saylor to admit the strategy needs adjusting and, more importantly, communicate the new plan clearly. The narrative matters as much as the capital action. If executed well, I'd expect STRC to make a strong initial move back toward par, followed by a slower normalization. One last point: this is a TradFi capital structure. It's Friday, the large options expiry is behind us, and they have the entire weekend while equity markets are closed. If there is a time to reset the narrative, it's after today's close. Not financial advice. #DYOR #fintrender #mstr #strc #investments