Crypto Narratives
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Link to my "Crypto Narratives" newsletter : https://cryptonarratives.substack.com/

Link to my Twitter profile : https://twitter.com/thedefivillain

Link to the TG degen channel : https://xn--r1a.website/shitcoinsandgems
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The $HYPE unstaker has received almost $7M worth of HYPE unlocked today, he's been selling them immediately and has a bit less than $500k left

But then, he'll also get unlocked : $4M+ tomorrow / $5M+ in two days / $11M+ in 3 days

Based on his behavior, it seems very likely that he will sell it all, which means there's low incentive to buy HYPE before he's done (or close to being done)
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Forwarded from Mlm onchain
The first batch of the Tornado Cash–linked cluster, 262.4K HYPE (~$6.9M), has been unstaked, and selling began immediately.

https://x.com/mlmabc/status/2008121819384148443
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Nice scam trading at -14000% annualized funding rate

$RIVER
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$UNI short has been a good hedge for longs since the Unification execution pump
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I have PTSD from this move one year ago

Good to have that in mind just in case
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Crypto Narratives
Nice scam trading at -14000% annualized funding rate $RIVER
Scam coin starter pack

$RIVER
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Crypto Narratives
Scam coin starter pack $RIVER
- No liquidity on-chain
- Sus price ranges for concentrated liquidity
- Largest spot venue is Bitget with relentless TWAP-like buy pressure
- Historically uncorrelated from the broader market moves
- No actual human is talking about the coin
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Crypto Narratives
It feels like a time to be long and strong but also the long positioning seems to be consensus I'm bullish anyway. Altcoins could squeeze +30% and still be down -80%, imo we have room to go up without taking a lot of risk
Longs working well so far. It feels like we just switched polarity as soon as 2026 started

I think we keep pushing higher from here, but taking (some) profit makes sense if you're conservative.
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Reminder that people don't know shit on a $200k volume Polymarket contract
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$SOL squeezing marked the altcoin local top to the tick
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Crypto Narratives
I have PTSD from this move one year ago Good to have that in mind just in case
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Strategy's USD Reserve is now large enough to cover more than 2 years of pref dividends without touching their $60bn $BTC stack

I believe that the yield offered by their preferred shares is way superior risk-adjusted than most stablecoin yields you will be able to find in crypto
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$FARTCOIN and $USELESS are the best looking memes here

$PEPE is important to track too because it's the leading one since the yearly open
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