mi/so? / Lana
@fuckmesolana
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Just Lana only my opinion, NFA DYOR @flappy_alpha member
deep ocean
Joined October 2024
The Fed's reverse repo (RRP) fund just hit its lowest level in 1385 days. Less cash in RRP means more liquidity in markets—historically bullish for stocks & crypto. It could also signal the Fed losing grip on short-term rates, pushing Treasury yields lower. Market rate expectations for 2025: 🔘 Mar 19: PAUSE 🔘 May 7: PAUSE 🔘 Jun 18: -25bps (4.00-4.25%) 🔘 Jul 30: PAUSE 🔘 Sep 17: PAUSE 🔘 Oct 29: PAUSE 🔘 Dec 10: PAUSE Time will tell
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This altseason pair chart shows that alts are at their bottom against BTC. We’ve seen this before—in December 2017 and 2020—ALTS/BTC dumped hard before a major rally. You can argue for both upside and downside, but facts are facts: BTC dominance is hitting local ATHs, BTC itself is at highs, and we haven’t seen liquidity rotation into alts yet. Maybe not today, but in a month or two, a bounce and the start of altseason could be on the table.
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Ethereum faces mounting pressure as its market share hits a 4-year low, @jpmorgan analysts warn. Competition is rising—not just from Solana and other rivals but also from L2s offering better fees & scalability. Protocols like dYdX & Hyperliquid are migrating, with Uniswap's move to Unichain marking a major shift. Meanwhile, Ethereum lacks Bitcoin’s status as a "store of value." Though still dominant in stablecoins, DeFi & tokenization, its ability to maintain this lead remains uncertain.
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Does Kraken Know Who Satoshi Nakamoto Is? Coinbase exec @jconorgrogan suggests Satoshi might have used the Canadian exchange CaVirtEx (later acquired by Kraken). Using Arkham Intelligence data, he linked 22,000 addresses to Nakamoto, holding 1.09M BTC ($108B). He also traced transactions from 24 wallets to a CaVirtEx-linked address, possibly the first documented CEX interaction by Satoshi. If true, Kraken could have KYC data on him. Grogan believes this strengthens the theory that cryptographer Len Sassaman was behind the pseudonym. Kraken’s response? "We are all Satoshi.
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