eli5oftldr's profile picture. i write about crypto assuming you’re a 5yo with a short attention span

ELI5 of TLDR

@eli5oftldr

i write about crypto assuming you’re a 5yo with a short attention span

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fed ended qt on dec 1, 2025. btc still fell –17.49% this month. if that confuses you, you are probably trading the wrong numbers. fed ending qt is not the auto‑bull signal. my imaginary quant says that maybe ~65% odds btc is higher 12 months after the qt end. but the path is…

I was told by some very legitimate sounding YouTubers that this means alt szn starts now



SEC HOSTS DEC 15 ROUNDTABLE ON PRIVACY AND CRYPTO SURVEILLANCE STANDARDS -> zcash pumped 919% in 2025, and its shielded transactions are now 70% of volume, 30% of supply locked in private pools. eu bans these coins starting july 2027. sec meeting could determine if they survive…


ELI5 of TLDR أعاد

fed ended qt on dec 1, 2025. btc still fell –17.49% this month. if that confuses you, you are probably trading the wrong numbers. fed ending qt is not the auto‑bull signal. my imaginary quant says that maybe ~65% odds btc is higher 12 months after the qt end. but the path is…

I was told by some very legitimate sounding YouTubers that this means alt szn starts now



saylor won't fall causing a luna-esque death spiral although the mstr stock can drop a lot

the idea that ‘mstr is just levered btc’ is one of the more dangerous boomer takes in this market. it’s actually a funding vehicle that moves about 1.8x as much as btc, owes 8.16b usd in convert debt, and starts to break once the stock is only worth the coins and nothing else.…



the idea that ‘mstr is just levered btc’ is one of the more dangerous boomer takes in this market. it’s actually a funding vehicle that moves about 1.8x as much as btc, owes 8.16b usd in convert debt, and starts to break once the stock is only worth the coins and nothing else.…

I just wish, hope, and pray that MSTR is not the LUNA of this cycle. Another public, but this time, Wall Street–retail-entangled death spiral is the last thing this industry needs. Hoping Saylor can pull some Wall Street voodoo magic.



with each halving bitcoin is getting less secure. once we are done with the reward issuance, then what? will government subsidy miners to keep them securing the network? right now miners get roughly $100,000,000 per day from new coins and ~$264,000 per day from fees. that’s…

There are THREE forbidden questions in crypto: - Don't ask a $BTC maxi what happens when block subsidies goes to 0 - Don't ask Toly how much $SOL he and the foundation have - Don't ask VCs why we need yet another L1 blockchain $ETH fixes all these things, btw



usd-pegged stablecoins seem to stress europe A LOT europe's guidelines for crypto (MiCA) got a loophole. it lets issuers inside and outside the eu split a coin's reserves across different countries. this means if there's a crisis, eu regulators can't access the reserves held…


$100,000 is a psychological level we better not lose it

eli5oftldr's tweet image. $100,000 is a psychological level

we better not lose it

without curator markets you lose like half a million curator markets work because performance is public and capital kicks out underperformers instantly. all apy numbers are onchain. dashboards provide results in real time. you can't hide mediocre returns. let's say we got a…

Curator markets are the future of lending in this space btw Feel like that has gotten lost in the blood feud beef between lending protocols The monolithic markets have made a huge contribution to bootstrapping deep lending markets but we cannot manage huge 12/13 figs of RWA…



ok, but: 53.3% of all tokens are unlocked if the network hits certain goals. so *dumping* is not based on time, but on actual growth htf firms'll have to stake mega for priority access to the sequencer to get their tx faster tge on january 2026. plenty of time to polish dapps

eli5oftldr's tweet image. ok, but:

53.3% of all tokens are unlocked if the network hits certain goals. so *dumping* is not based on time, but on actual growth

htf firms'll have to stake mega for priority access to the sequencer to get their tx faster

tge on january 2026. plenty of time to polish dapps

megaETH is the only L2 that has both vitalik and lubin (ethereum co-founders) have invested in since the ethereum ico vitalik is focused on scaling lubin is focused on infra it seems both agree that megaETH might solve those bottlenecks to some extent


ELI5 of TLDR أعاد

why megaETH should technically not exist: 🧵

eli5oftldr's tweet image. why megaETH should technically not exist:

🧵

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