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MASTR · 2024–2026

Struttura del mercato · 2

Liquidity, concentrated supply, execution, fees, leverage and the difference between receipts and returns.

98 · Pubblicazioni selezionate · 2/5

Struttura del mercato

Paid promotion · 2 Jun 2026

Andrew Left, the founder of Citron Research, has been found guilty of securities fraud after prosecutors said he used his public influence to move markets through tweets and research calls, then traded around those moves for profit.

Ricerca e analisi2 min
Struttura del mercato

Bitcoin: attention and incentives · 1 Jun 2026

He did it because Strategy is a company, and companies exist to protect capital, manage liabilities, satisfy shareholders, service obligations, and extract profit when the structure demands it.

Commenti e sfoghi2 min
Struttura del mercato

Liquidity and market structure · 24 May 2026

"Waiting on a Sunday afternoon For what I've read between the lines Your lies Feelin', like a hand in rusted shame So do you laugh or does it cry”

Commenti e sfoghi5 min
Struttura del mercato

Much of the time it is simply decay wrapped in better marketing.

The $ASTEROID and $RAVE mess, and nearly everything that supposedly reached serious market cap territory since around January 2025, keeps pointing to the same rotten conclusion: almost nothing in this space becomes large without being…

Commenti e sfoghi2 min
Conflict, liquidity and crypto: a March 2026 scenario analysis — original source image
Struttura del mercato

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…

Ricerca e analisi6 min
Struttura del mercato

Web3 culture · 18 Feb 2026

Not because the charts look bad at the moment or because the market cap is bleeding, but because the narrative that once carried us has thinned out into something I can no longer defend with the same conviction.

Commenti e sfoghi2 min
The state of the memecoin market in February 2026 — original source image
Struttura del mercato

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.

Ricerca e analisi6 min
Struttura del mercato

Exchange accountability · 8 Feb 2026

If we want real change, token and coin teams must be the first to act. But they are the worst when it comes to hypocrisy.

Commenti e sfoghi3 min
Struttura del mercato

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.

Ricerca e analisi2 min
Struttura del mercato

Building useful products · 7 Feb 2026

I keep receiving messages from people who want to start a crypto project to "improve this space" or whatever.

Commenti e sfoghi1 min
Struttura del mercato

Decentralisation and control · 11 Jan 2026

I get asked about this constantly, so I want to answer it here once for everyone. Unfortunately, I receive more questions about $whitewhale than about my own project.

Commenti e sfoghi3 min
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