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MASTR · 2024–2026

Investigación y análisis · 5

Publicación archivada con las palabras originales del autor. Las afirmaciones, cifras y opiniones corresponden a la fecha indicada; su inclusión no supone una verificación independiente.

229 · Publicaciones seleccionadas · 5/10

Prediction markets and Trump Jr.’s financial connections — original source image
Política y conflictos de interés

Prediction markets and Trump Jr.’s financial connections

DonaldJTrumpJr is financially tied to both @Polymarket and @Kalshi , the two dominant event betting platforms operating under oversight of the Commodity Futures Trading Commission. Both platforms are directly affected by the regulatory…

Investigación y análisis3 min
Métodos de investigación

Why no single tool can remove rug-pull risk

Anyone claiming otherwise forgets one fundamental truth. The real problem is not the code, the blockchain, or the smart contracts. The real problem is the people behind them.

Investigación y análisis3 min
Conflict, liquidity and crypto: a March 2026 scenario analysis — original source image
Estructura del mercado

Conflict, liquidity and crypto: a March 2026 scenario analysis

Within the first 24 hours after the large-scale US-Israeli strike on Iranian strategic targets, total crypto market capitalisation fell by roughly 5 – 8 %, Bitcoin dropped about 6 – 9 %, and leveraged long positions worth more than $1…

Investigación y análisis6 min
FTX: insolvency in 2022 versus later recoveries — original source image
Exchanges y custodia

FTX: insolvency in 2022 versus later recoveries

In November 2022 FTX stopped withdrawals because it did not have the customer assets it said it had. Billions had been routed to Alameda, which had special privileges inside the system, could run a massive negative balance and was not…

Investigación y análisis7 min
The state of the memecoin market in February 2026 — original source image
Estructura del mercado

The state of the memecoin market in February 2026

Listen carefully, because the phase we are in right now is not a market condition, it is a structural exposure of how fragile the entire web3 and CT economy actually was once the vertical liquidity stopped.

Investigación y análisis6 min
USD1 and Binance: the reported concentration of supply — original source image
Política y conflictos de interés

USD1 and Binance: the reported concentration of supply

According to a "new Forbes investigation", Binance controls roughly 4.7 billion of the 5.4 billion USD1 supply across its own wallets and user accounts.

Investigación y análisis3 min
Estructura del mercado

A liquidation counter is not a single trade

“CEX Futures Liquidations #ETH Liquidated Long: 1,345,535,687” means the sum of many long liquidations across exchanges over a short window.

Investigación y análisis2 min
Métodos de investigación

Separating documents from speculation in a viral thread

A lot of it is noise dressed up as certainty. Threads are going viral that mix real documents, half understood technical facts, and large speculative leaps that do not hold up under scrutiny.

Investigación y análisis2 min
A sell-off is not proof that one exchange caused it — original source image
Métodos de investigación

A sell-off is not proof that one exchange caused it

You know I am at the VERY front when it comes to criticizing Binance, but right now it is turning into a farce because many accounts are just parroting each other.

Investigación y análisis3 min
Exchanges y custodia

The records MASTR requested after Binance 10/10

➡️No full mark price record. ➡️No index component logs. ➡️No price band data. ➡️No per second liquidation and ADL metrics. ➡️No engine versioning. ➡️No parameter freeze logs. ➡️No latency and error rate metrics. ➡️No insurance fund…

Investigación y análisis2 min
Redes e infraestructura

Seeker: hardware, distribution and the mobile access layer

Even though purely crypto related topics currently receive almost no reach on X, I want to come back to #Seeker for a moment because it represents something that is often talked about but rarely seen in practice: meaningful crypto adoption.

Investigación y análisis3 min
Redes e infraestructura

SKR and the Seeker ecosystem: commentary at launch

Seeker is not just a phone. It’s an open mobile platform, where users and developers can interact, transact, and eventually govern without the restrictions of Apple’s App Store or Google’s monopoly. In practice, Seeker is one of the first…

Investigación y análisis3 min
Paradex: a zero-price display, liquidations and rollback — original source image
Phishing, ataques y privacidad

Paradex: a zero-price display, liquidations and rollback

A severe technical malfunction on the derivatives exchange Paradex caused the Bitcoin price to briefly display at 0 US dollars, triggering mass liquidations across the platform.

Investigación y análisis2 min
Coinbase’s role in US crypto politics — original source image
Política y conflictos de interés

Coinbase’s role in US crypto politics

Coinbase is no longer merely a cryptocurrency exchange. It has matured into a strategic political institution embedded inside the American power system.

Investigación y análisis4 min
Redes e infraestructura

Adoption and re-centralisation can happen together

It is always just bullish or bearish, but no one talks about the fact that adoption is already here and at the same time it was the end of many things.

Investigación y análisis6 min
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