@cryptophileee.bsky.social
Risks:
1) If @AndreCronjeTech unexpectedly changes the rules of the game, we might be in trouble
2) If @AndreCronjeTech unexpectedly announces he has raised an additional $300M in VC funding
1) If @AndreCronjeTech unexpectedly changes the rules of the game, we might be in trouble
2) If @AndreCronjeTech unexpectedly announces he has raised an additional $300M in VC funding
February 8, 2026 at 11:23 AM
Risks:
1) If @AndreCronjeTech unexpectedly changes the rules of the game, we might be in trouble
2) If @AndreCronjeTech unexpectedly announces he has raised an additional $300M in VC funding
1) If @AndreCronjeTech unexpectedly changes the rules of the game, we might be in trouble
2) If @AndreCronjeTech unexpectedly announces he has raised an additional $300M in VC funding
Launch FDV = TVL attracted from private and public sales
I don't think @flyingtulip_ will be able to reach even $400m...
Market conditions are terrible...
2) Can $FT launch at $800m if the team attracts $400m in TVL?
No way. Most public participants would instantly dump millions!
I don't think @flyingtulip_ will be able to reach even $400m...
Market conditions are terrible...
2) Can $FT launch at $800m if the team attracts $400m in TVL?
No way. Most public participants would instantly dump millions!
February 8, 2026 at 11:23 AM
Launch FDV = TVL attracted from private and public sales
I don't think @flyingtulip_ will be able to reach even $400m...
Market conditions are terrible...
2) Can $FT launch at $800m if the team attracts $400m in TVL?
No way. Most public participants would instantly dump millions!
I don't think @flyingtulip_ will be able to reach even $400m...
Market conditions are terrible...
2) Can $FT launch at $800m if the team attracts $400m in TVL?
No way. Most public participants would instantly dump millions!
I hope you've found this thread helpful.
Follow me @Cryptophileee for more.
Like/Retweet the first tweet below:
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February 5, 2026 at 1:40 PM
I hope you've found this thread helpful.
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8/ Will I buy $AAVE?
Yes :)
I am a gambler... I like pain...
If you are an investor, skip!
Yes :)
I am a gambler... I like pain...
If you are an investor, skip!
February 5, 2026 at 1:40 PM
8/ Will I buy $AAVE?
Yes :)
I am a gambler... I like pain...
If you are an investor, skip!
Yes :)
I am a gambler... I like pain...
If you are an investor, skip!
7/
You can love the product and use it (I do)
Just don’t confuse that with “investing in token”
Most tokens are casino chips attached to great apps
You can love the product and use it (I do)
Just don’t confuse that with “investing in token”
Most tokens are casino chips attached to great apps
February 5, 2026 at 1:40 PM
7/
You can love the product and use it (I do)
Just don’t confuse that with “investing in token”
Most tokens are casino chips attached to great apps
You can love the product and use it (I do)
Just don’t confuse that with “investing in token”
Most tokens are casino chips attached to great apps
6/ Why? Because 99% of tokens are:
1. governance theatre
2. liquidity for early investors/teams
3. emissions = dilution
4. no claim on cashflows
So product wins ≠ token wins.
P.S. not specifically related to $AAVE
they have buybacks but it is still not enough...
1. governance theatre
2. liquidity for early investors/teams
3. emissions = dilution
4. no claim on cashflows
So product wins ≠ token wins.
P.S. not specifically related to $AAVE
they have buybacks but it is still not enough...
February 5, 2026 at 1:40 PM
6/ Why? Because 99% of tokens are:
1. governance theatre
2. liquidity for early investors/teams
3. emissions = dilution
4. no claim on cashflows
So product wins ≠ token wins.
P.S. not specifically related to $AAVE
they have buybacks but it is still not enough...
1. governance theatre
2. liquidity for early investors/teams
3. emissions = dilution
4. no claim on cashflows
So product wins ≠ token wins.
P.S. not specifically related to $AAVE
they have buybacks but it is still not enough...
5/ Web2 vs. Web3
If a Web2 company 5x’d usage + “revenue-like” metrics and the stock stayed flat…
you’d call it broken
In crypto?
It’s the default
If a Web2 company 5x’d usage + “revenue-like” metrics and the stock stayed flat…
you’d call it broken
In crypto?
It’s the default
February 5, 2026 at 1:40 PM
5/ Web2 vs. Web3
If a Web2 company 5x’d usage + “revenue-like” metrics and the stock stayed flat…
you’d call it broken
In crypto?
It’s the default
If a Web2 company 5x’d usage + “revenue-like” metrics and the stock stayed flat…
you’d call it broken
In crypto?
It’s the default
4/ Price action
$AAVE price today: ~$118
$AAVE price in Aug 2024: ~$118
After all that +500% product growth… it trades around the same zone as years ago...
$AAVE price today: ~$118
$AAVE price in Aug 2024: ~$118
After all that +500% product growth… it trades around the same zone as years ago...
February 5, 2026 at 1:40 PM
4/ Price action
$AAVE price today: ~$118
$AAVE price in Aug 2024: ~$118
After all that +500% product growth… it trades around the same zone as years ago...
$AAVE price today: ~$118
$AAVE price in Aug 2024: ~$118
After all that +500% product growth… it trades around the same zone as years ago...
3/ @aave progress 2023-2026:
TVL: $5.0B → $28.828B = +$23.828B (+476.6%, x5.77)
Borrowed: $3.0B → $20.1B = +$17.1B (+570.0%, x6.70)
Annualized fees: $150M → $902.53M = +$752.53M (+501.7%, x6.02)
Annualized revenue: $20M → $111.84M = +$91.84M (+459.2%, x5.59)
x5-x7 GROWTH
TVL: $5.0B → $28.828B = +$23.828B (+476.6%, x5.77)
Borrowed: $3.0B → $20.1B = +$17.1B (+570.0%, x6.70)
Annualized fees: $150M → $902.53M = +$752.53M (+501.7%, x6.02)
Annualized revenue: $20M → $111.84M = +$91.84M (+459.2%, x5.59)
x5-x7 GROWTH
February 5, 2026 at 1:40 PM
3/ @aave progress 2023-2026:
TVL: $5.0B → $28.828B = +$23.828B (+476.6%, x5.77)
Borrowed: $3.0B → $20.1B = +$17.1B (+570.0%, x6.70)
Annualized fees: $150M → $902.53M = +$752.53M (+501.7%, x6.02)
Annualized revenue: $20M → $111.84M = +$91.84M (+459.2%, x5.59)
x5-x7 GROWTH
TVL: $5.0B → $28.828B = +$23.828B (+476.6%, x5.77)
Borrowed: $3.0B → $20.1B = +$17.1B (+570.0%, x6.70)
Annualized fees: $150M → $902.53M = +$752.53M (+501.7%, x6.02)
Annualized revenue: $20M → $111.84M = +$91.84M (+459.2%, x5.59)
x5-x7 GROWTH
2/ @aave in 2023 - 2024:
• TVL: $5B - $10B
• Borrowed: $3B - $7B
• Annualized fees: $150M - $300M
• Annualized revenue: $20M - $40M
• TVL: $5B - $10B
• Borrowed: $3B - $7B
• Annualized fees: $150M - $300M
• Annualized revenue: $20M - $40M
February 5, 2026 at 1:40 PM
2/ @aave in 2023 - 2024:
• TVL: $5B - $10B
• Borrowed: $3B - $7B
• Annualized fees: $150M - $300M
• Annualized revenue: $20M - $40M
• TVL: $5B - $10B
• Borrowed: $3B - $7B
• Annualized fees: $150M - $300M
• Annualized revenue: $20M - $40M
1/ @aave today:
• TVL: $28.8B
• Borrowed: $20.1B
• Annualized fees: $902.5M
• Annualized revenue: $111.8M
That’s a real business.
• TVL: $28.8B
• Borrowed: $20.1B
• Annualized fees: $902.5M
• Annualized revenue: $111.8M
That’s a real business.
February 5, 2026 at 1:40 PM
1/ @aave today:
• TVL: $28.8B
• Borrowed: $20.1B
• Annualized fees: $902.5M
• Annualized revenue: $111.8M
That’s a real business.
• TVL: $28.8B
• Borrowed: $20.1B
• Annualized fees: $902.5M
• Annualized revenue: $111.8M
That’s a real business.
January 28, 2026 at 3:29 PM
• Waiting for @daylightenergy + @usdat21 - planning to rotate stables there
• Still holding $ALMANAK - brutal drawdown, didn’t sell a single token.
I’m in no rush to deploy into obscure protocols.
This market is deceptive. I’d rather wait for clean, high-signal launches.
• Still holding $ALMANAK - brutal drawdown, didn’t sell a single token.
I’m in no rush to deploy into obscure protocols.
This market is deceptive. I’d rather wait for clean, high-signal launches.
January 28, 2026 at 3:29 PM
• Waiting for @daylightenergy + @usdat21 - planning to rotate stables there
• Still holding $ALMANAK - brutal drawdown, didn’t sell a single token.
I’m in no rush to deploy into obscure protocols.
This market is deceptive. I’d rather wait for clean, high-signal launches.
• Still holding $ALMANAK - brutal drawdown, didn’t sell a single token.
I’m in no rush to deploy into obscure protocols.
This market is deceptive. I’d rather wait for clean, high-signal launches.
Waiting for Billions, Makina, MegaETH, Gensyn TGEs
Skipped $ZAMA
Major changes since the last update:
• Exited Lighter LLP - mandatory $LIT staking for LLP is a trash move
• Deployed more $ETH into EdgeX; farming + selling $MARU daily
Skipped $ZAMA
Major changes since the last update:
• Exited Lighter LLP - mandatory $LIT staking for LLP is a trash move
• Deployed more $ETH into EdgeX; farming + selling $MARU daily
January 28, 2026 at 3:29 PM
Waiting for Billions, Makina, MegaETH, Gensyn TGEs
Skipped $ZAMA
Major changes since the last update:
• Exited Lighter LLP - mandatory $LIT staking for LLP is a trash move
• Deployed more $ETH into EdgeX; farming + selling $MARU daily
Skipped $ZAMA
Major changes since the last update:
• Exited Lighter LLP - mandatory $LIT staking for LLP is a trash move
• Deployed more $ETH into EdgeX; farming + selling $MARU daily
Mostly writing about Polymarket because I genuinely like the product.
Trades I’m running:
$FUN hedge short (entry 0.08985, take 0.05)
$GUN short into unlocks (entry 0.033, take 0.01)
$SOL long (entry 129, take 153)
$HYPE long (entry 24.49, take 31.7) ✅ hit TP today
ICO watchlist:
Trades I’m running:
$FUN hedge short (entry 0.08985, take 0.05)
$GUN short into unlocks (entry 0.033, take 0.01)
$SOL long (entry 129, take 153)
$HYPE long (entry 24.49, take 31.7) ✅ hit TP today
ICO watchlist:
January 28, 2026 at 3:29 PM
Mostly writing about Polymarket because I genuinely like the product.
Trades I’m running:
$FUN hedge short (entry 0.08985, take 0.05)
$GUN short into unlocks (entry 0.033, take 0.01)
$SOL long (entry 129, take 153)
$HYPE long (entry 24.49, take 31.7) ✅ hit TP today
ICO watchlist:
Trades I’m running:
$FUN hedge short (entry 0.08985, take 0.05)
$GUN short into unlocks (entry 0.033, take 0.01)
$SOL long (entry 129, take 153)
$HYPE long (entry 24.49, take 31.7) ✅ hit TP today
ICO watchlist:
DeFi (Tier 2):
> Hylo (~17% APY + points)
DeFi (Tier 3 / “anti-FOMO”):
> Glow / Loopscale / RateX (small size, Solana casino)
Prediction markets:
> Polymarket (fomo, I missed Opinion)
PerpDEX farming:
> Hyperliquid S2
> Tradexyz
InfoFi:
Nothing specific.
> Hylo (~17% APY + points)
DeFi (Tier 3 / “anti-FOMO”):
> Glow / Loopscale / RateX (small size, Solana casino)
Prediction markets:
> Polymarket (fomo, I missed Opinion)
PerpDEX farming:
> Hyperliquid S2
> Tradexyz
InfoFi:
Nothing specific.
January 28, 2026 at 3:29 PM
DeFi (Tier 2):
> Hylo (~17% APY + points)
DeFi (Tier 3 / “anti-FOMO”):
> Glow / Loopscale / RateX (small size, Solana casino)
Prediction markets:
> Polymarket (fomo, I missed Opinion)
PerpDEX farming:
> Hyperliquid S2
> Tradexyz
InfoFi:
Nothing specific.
> Hylo (~17% APY + points)
DeFi (Tier 3 / “anti-FOMO”):
> Glow / Loopscale / RateX (small size, Solana casino)
Prediction markets:
> Polymarket (fomo, I missed Opinion)
PerpDEX farming:
> Hyperliquid S2
> Tradexyz
InfoFi:
Nothing specific.
I hope you've found this thread helpful.
Follow me @Cryptophileee for more.
Like/Retweet the first tweet below:
Follow me @Cryptophileee for more.
Like/Retweet the first tweet below:
January 24, 2026 at 5:46 PM
I hope you've found this thread helpful.
Follow me @Cryptophileee for more.
Like/Retweet the first tweet below:
Follow me @Cryptophileee for more.
Like/Retweet the first tweet below:
Shout-out to:
@edgeX_exchange
@edgeX_TraderX
@sodam_eth
@EdgeXShun
@ruixyz
@edgeX_KF
@edgeXMaru
@Defi_Warhol
@ViktorDefi
@0xFastLife
@zerokn0wledge_
@zacglov3r
@BitKing_1
@BobtheBuildooor
@Deebs_DeFi
@MaransCrypto
@asedd72
@edgeX_exchange
@edgeX_TraderX
@sodam_eth
@EdgeXShun
@ruixyz
@edgeX_KF
@edgeXMaru
@Defi_Warhol
@ViktorDefi
@0xFastLife
@zerokn0wledge_
@zacglov3r
@BitKing_1
@BobtheBuildooor
@Deebs_DeFi
@MaransCrypto
@asedd72
January 24, 2026 at 5:46 PM
Shout-out to:
@edgeX_exchange
@edgeX_TraderX
@sodam_eth
@EdgeXShun
@ruixyz
@edgeX_KF
@edgeXMaru
@Defi_Warhol
@ViktorDefi
@0xFastLife
@zerokn0wledge_
@zacglov3r
@BitKing_1
@BobtheBuildooor
@Deebs_DeFi
@MaransCrypto
@asedd72
@edgeX_exchange
@edgeX_TraderX
@sodam_eth
@EdgeXShun
@ruixyz
@edgeX_KF
@edgeXMaru
@Defi_Warhol
@ViktorDefi
@0xFastLife
@zerokn0wledge_
@zacglov3r
@BitKing_1
@BobtheBuildooor
@Deebs_DeFi
@MaransCrypto
@asedd72