CRYPTO TREYSI

2024-03-02 00:48:05 Weekend is the time for altcoins

Friends, let's break one news today and an interesting thought on it. On February 29, investors from Grayscale decided to sell a large volume of positions before the weekend. The outflow from the fund was $598.9M.

They saw the dump and ran to withdraw money. But despite this volume, bitcoin continues to stand above 60k. As always, other investors from Blackrock came to the rescue, who bought for an even larger amount - $603.9M. )

Today the market is starting to recover after a small correction. But, there is one point. Arkham (service for analytics) gave a new notification: someone sent 10K BTC from Grayscale wallets to Coinbase.

Also remembering the patterns of the past bull run. Weekends tend to mark the time for altcoins. Weekdays the bitcoin grows, and over the weekend the altcoin catches up with it.

Now this pattern may even intensify, as bitcoin liquidity has become even more dependent on traditional markets, and they do not work on weekends. Therefore, it is logical that weekdays are the time for bitcoin, while weekends are for alta.

Do you support this theory?

- Yes
- No

CRYPTO TREYSI | Subscribe Открыть/Комментировать

2024-02-07 00:36:39 Will there be an alt season? (addendum)

Decided to write an additional post for you, as an interesting thought came to me yesterday.

For two weeks now, the market has been in a rent-seeking mode. Everyone is in wait-and-see mode. From experienced guys on the market I see more fear now, with thoughts that it all may go down sharply. From the guys who are far from the market, I see a desire to buy new tokens.

Does this point confuse me? Yes, of course. It would seem logical to see a decline, as guys with experience feel the market better, while "hamsters", as it happens most often, try to "get into the last carriage".

But, there are phases in the market when market "naivety" wins. When to actually start "market buy" at the highest point, or not to fix 10x to the price of the asset you bought is smart. This usually happens during bull market moments.

So, now I think we are in a situation where we can check whether the market is actually in a bull market or just its echoes. To see if naivety or experience wins.

We're waiting...

CRYPTO TREYSI | Subscribe Открыть/Комментировать

2024-02-04 23:49:54 What is the alt-season and why do we need it?!

Friends, recently some news resources started to write more about the soon fall of BTC and therefore the topic of the alt-season started to be discussed in the network. So I decided to make an explanatory post: who, what and when.

Altseason (in simple words) is the time when altcoins start to grow sharply. At the same time BTC does not make sharp movements, most often it even falls.

Mostly this time comes because of the transition of money from BTC to other crypto assets.

The usual psychology is at work here. People begin to feel the approach of the bull market. So those who had money in BTC start to move it to more "promising" (cheap) tokens. And those who are just entering the market also start buying altcoins, as they feel that BTC is already worth too much (as a rule, before the alt season, BTC rises sharply after stagnating, as it is now).

Some alts have already started firing, so I advise you not to hesitate.

"When is this season coming?". My vision: in the near future BTC may approach the 45k-46k mark and after that a correction will come. And it is after that that we may see a strong alt season. (I wrote my opinion in more detail in this post).

CRYPTO TREYSI | Subscribe Открыть/Комментировать

2024-02-03 01:26:58 How will the market fall?

Friends, there has been a lot of talk lately in the cryptocurrency community about a market correction before the bull market starts. So I decided to spell out for you personally my opinion on a possible market decline.

In December, the markets were extremely optimistic on expectations from the Fed. There was a strong belief that the rate would be lowered as early as March, and on that optimism the markets closed the year's results pretty well. But yesterday the Fed said (there was a meeting) that it was too early to rejoice. So in a moment the markets got down and stopped.

In addition, there are now increased risks in American regional banks. Here I see the likelihood of a repeat of the March 2023 scenario: a small local storm in the markets and a "horror-collapse" mood, after which the Fed comes out and saves everyone (gives additional money). It won't happen immediately and not this month, but when it does, somewhere around here you should start buying tokens for your portfolio.

The market needs hope for money to grow. Looking forward to the next 2-3 months (until April-May), I don't see any prerequisites to get a significant inflow of liquidity. Therefore, I am in no hurry to gain long-term positions at current prices.

My strategy at the moment: I will increase the share of assets (tokens) after BTC goes below 40k. The range of 44.500-46.000 on BTC is my priority for sales. This is where I will be looking for a point to enter short.

Are you expecting a drop before the start of a bull market?

- Yes
- No

CRYPTO TREYSI | Subscribe Открыть/Комментировать

2024-02-02 00:34:13 Overview of tier-1 fund - Animoca Brands

If you actively follow the fundraising market, you know that one of the fastest growing sectors for investors in the last quarter of '23 was GameFi. That's why today in our "learning the fund from the inside" column we're going to break down one of the key VC players in this area.

Animoca Brands is a Tier-1 fund focused on investing in GameFi / P2E and NFT projects. VC investments are spread across the following sectors:
• GameFi (47.3%)
• NFT (19.3%)
• Blockchain Service (10.2%)
• DeFi (8.7%)
• Social (6.3%)
• CeFi (3%)
• Chain (2.1%)
• Blockchain Infrastructure (1.8%)
• Other (1.2%)

The fund was founded in January 2014. The funder is Yat Siu. One of the most experienced people in crypto. I advise you to follow his X.

In total, the fund has raised $856 million in assets from the fund. At its peak in mid-2021, the company's valuation was ~$6 billion.

In the same 21 year period, the company managed to earn a record $670 million. The underlying revenue was a $530 million increase in the fund's investments. The remaining $140 million profit came from subsidiary projects.

Not many people know, but Animoca Brands owns many projects, some of which are The Sandbox, Blowfish Studios, Quidd, GAMEE, nWay, Pixowl and others.

Cumulatively, the fund has participated in 293 fundraising rounds, in 117 of which it has held the Lead Investor position. Among the tier-1 projects in its portfolio are: Axie Infinity, OpenSea, Dapper Labs, Yield Guild Games.

Put if this post was helpful to you...

CRYPTO TREYSI | Subscribe Открыть/Комментировать

2024-02-01 00:35:45 Whales are getting into ONDO

Thought I'd do another post for you guys about buying smart wallets, since you guys really like this section.

Yesterday morning, 9 whale addresses purchased ONDO coin for a total of $11.8 million. And also, on January 22, one of the major market players with a capital of more than $50 million purchased this coin for $1.38 million.

As you can see, large purchases of ONDO among whales are only increasing, so it is worth paying special attention to this coin. Personally, I have made such a conclusion for me.

At the moment, I have not bought this token. I am waiting for a better price. Now the price of the token is $0.21, and for me a good price for buying it is below $2. At $1.9 I will actively buy.

I also want to make a clarification: the point of this approach to analysis is not that whale purchases pampers the price, but that most often coins that buy whale addresses show good growth impulses after some time.

Such rubrics I have not seen anyone else. You can say that this is unique content. So let's put the maximum number of on such posts.

CRYPTO TREYSI | Subscribe Открыть/Комментировать

2024-01-30 22:44:34 Is decentralization left in crypto? (conspiracy theory)

Friends, in recent days I have been actively watching the development of ETFs, the withdrawal of BTC from Grayscale to the exchange and how the BlackRock ETF is starting to gain momentum in the market. Yesterday, by the way, they surpassed the Grayscale ETF in trading volumes for the first time.

And then I wondered: isn't Grayscale deliberately giving leadership to BlackRock? Now they are actively transferring their BTC to Coinbase (exchange), and no one knows what will happen to them next. Are they sold, are they transferred, or what is done with them? It is not known.

Or maybe Grayscale is using the exchange to lose track of transfers? After all, Coinbase won't disclose information like that for sure, because they have long been NOT in favor of decentralization and have been communicating with government agencies on a one-to-one basis.

So I guess what I'm saying is that Grayscale translates its bits for BlackRock? And why not?

Because it is BlackRock that will now be the "leading voice" for BTC and manage this market in the real world. They will dictate their rules of the game. They will own the largest amount of BTC (own = control=manipulate). By the way, they already own a large portion of the mining companies.

Now anyone who wants to change some rules of the game in the market will have to deal with BlackRock. Who can become their rival? Perhaps a "new BlackRock" in the face of Chinese competitors.

So far there is no rival for BlackRock. Nor is there decentralization. After all, they are definitely not playing for crypto, but for the state. It seems that the era of decentralization is over.

Does everyone understand what decentralization is?

- Yes
- No, we should do a post on this topic

CRYPTO TREYSI | Subscribe Открыть/Комментировать

2024-01-30 01:13:33 How is the AI sector doing in crypto?

Friends, I think you have also noticed that artificial intelligence is everywhere we look nowadays. From large investments of funds, to the fact that every crypto project is trying to apply this technology in their developments.

I have only one question in my mind: at what stage of this sector's hype are we at now?! And to be honest with you, I have not found a definitive answer. If we are at its start - then of course projects that are related to AI - carry great potential and big X's.

So y decided to consider for myself a new token for investment. Immediately I say - this is not an advertisement, but just my opinion. The project is HyperGPT (HGPT).

These are projects that have a small capitalization, which is a good plus, and belong to the AI sector. It provides an opportunity to create AI-based DApps using minimal effort. It turns out to be an AI project that creates other AI projects. It looks interesting.

Plus there's a lot of hype around their recent launch of a Telegram bot with 1000+ AI apps. All this in the long run affects the inflow of new users (potential buyers of their token)

I will definitely keep an eye on this project and buy their token to my portfolio. I repeat: this is not an advertisement and not a financial recommendation

CRYPTO TREYSI | Subscribe Открыть/Комментировать

2023-12-16 01:37:09 Liquidity inflow updates local ATH

Friends, today I came across an interesting infographic. It shows the inflow of liquidity to the market. Looking at it, we can see a pattern that the total inflows into ETH and BTC are now accelerating at the same pace as before the bull market in 2020 and 2021.

Some might say that this is just a normal spike in market activity. However, for all the times this indicator has reached its current values, it has NOT fallen back to its starting point anytime soon.

It is not worth saying directly that this signals the beginning of another global bull cycle. But it is a very important indicator. And I think no one will argue that the market is in very good conditions now: new projects are coming out, BTC is flying up, big projects are making loud announcements, etc. Looks like it's started...

CRYPTO TREYSI | Subscribe Открыть/Комментировать

2023-12-07 23:57:13 My vision on BTC

Friends, hello everyone. Today Bitcoin showed us a small pullback. So I wanted to share my thoughts on this and what further movement scenarios I see.

The first: if the price will further pullback down, I believe that we can see the continuation of the trend (up) from the mark of 40.000-39.700$. Why? There are large cluster volumes at this mark. It can turn the local trend down, which means it is an opportunity for longing.

The second: if the price continues the uptrend, the opportunity for long position was opened above the level of 44.350$. Accumulation under this level has already formed and there is energy for growth.

If you decide to trade any of these scenarios, be sure to use risk and mani management. Not a financial recommendation.

CRYPTO TREYSI | Subscribe Открыть/Комментировать