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OCTA Contagion Continues - Video (Patreon)

Published:
2022-11-15 22:05:44
Imported:
2023-01

Content

On Chain Technical Analysis - a video covering the latest in Crypto Contagion - and who is next to fall. Joining the dots of the fallout. Also looking at On Chain movements, Stocks, Markets, Macro, Inflation and so much more live at 3.20pm PT 22:20 UTC

https://youtu.be/DA6MQWUSyVw

Files

Contagion Continues: The next shoes to drop!

#Bitcoin #ETH #Crypto #Contagion #StockMarket #SPX #Tesla #China #Liquidity #inflation 👋JOIN THE COMMUNITY: http://www.patreon.com/investanswers DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 00:00 Introduction 01:00 The Ugly 02:00 WHY IS THIS CHART SURFACING NOW! 03:00 FTX Exposure... Not Limited to This 04:00 MultiCoin Capital Holdings 05:00 Multicoin Capital Holdings Performance 06:00 BlockFi Eyes Bankruptcy 07:00 More Contagion - Silvergate 08:00 Rem MSTR Silvergate Link 09:00 Binance Dominates Exchanges 10:00 Liquidity Crisis Coming Soon…. Unless 11:00 Debt Delinquency Right on Cue 12:00 Missile Strikes Poland… During Nato Meetings 13:00 The Bad 14:00 Gas Storage Days of Winter Consumption Left 15:00 Engineered to Spread 16:00 The Good 17:00 Crypto Market/Bitcoin 18:00 Exchange Balance Falls 73K in 7 Days 19:00 Shrimps Stacking 20:00 Crabs Also 21:00 Fish to Shark As Well 22:00 Bitcoin Net Flows - Not YOUR KEYS! 23:00 Nearly 1 Million Active Bitcoin Addresses 24:00 SBF & Wang Detailed before Fleeing to Dubai 25:00 St Kitts and Nevis May Adopt BTC as Tender 26:00 Crypto Asset Flow Slightly Negative 27:00 Flow by Asset 28:00 Stocks Mostly Green 29:00 Strong Rally Off 14% off 3492 Approach 200 DMA 30:00 Tesla Earns 8x More Profit per Car than Toyota 31:00 Tesla vs Toyota Profit Per Vehicle 32:00 PPI Rise Less Than Expected 33:00 Dovish Report Repriced SOFR 34:00 More Deflationary Pressure 35:00 USA China Meeting 36:00 Chinese Scooping Up SG Condos

Comments

Anonymous

SPX Bear market bounce IMO Inflation has peaked in the US but not yet in the rest of the world -- old news. Recession will be the next narrative to show up. Declining inflation along with declining profitability will be obvious in the news 1st of the year. Expect US GDP growth to go flat to negative early next year.

Anonymous

Will Solana Recover? by Steve Walters Many institutions and entities have been impacted by the collapse of FTX, but few have suffered as much as the Ethereum competitor Solana (SOL). The reasons are easy to see. FTX founder and ex-CEO Sam Bankman-Fried has been a huge proponent of Solana for several years. Both FTX and its sister company Alameda Research are tied financially with Solana, and Solana’s on-chain cryptocurrency exchange and liquidity hub Serum was founded by Bankman-Fried as well. All those ties led to a massive dump of SOL, which has fallen roughly 65% following the news of FTX’s collapse. While the bulk of that loss occurred in the days immediately following news of FTX being insolvent, the SOL token continues to slide steadily lower. Image via CoinMarketCap Despite all the investor FUD in the initial days of the FTX saga, all may not be as bleak as it seems. Below, I’ll unpack some of the details surrounding the financial interdependence between Solana and FTX/Alameda, as well as looking at how the Solana network, ecosystem, and community are responding to the recent events. The Financials As reported in this blog post, Solana was fortunate in having less than $1 million in assets on the FTX exchange when it ceased processing withdrawals. As this represents less than 1% of the total assets of the Solana Foundation, the impact of this loss was negligible. What's more critical is the exposure the Solana Foundation has to FTX and Alameda, along with the massive amount of SOL held by FTX and Alameda Research. When FTX halted withdrawals on November 6, 2022, the Solana Foundation had exposure to the following assets (which are being held in FTX.com accounts): 3.24M shares of FTX Trading LTD common stock 3.43M FTT tokens 134.54M SRM tokens It’s uncertain how many (or if any) of these funds will be returned to the Solana Foundation. More concerning at the time of the FTX failure was the massive amount of SOL held by Alameda Research and FTX Trading... More than 58 million SOL tokens. Naturally, investors fear these tokens will be dumped on the market, further depressing the price of SOL. Image via Solana blog However, there are several reasons why the feared SOL dump may not occur. First, these tokens are on a vesting schedule. This means they will remain locked and staked until the release dates listed in the chart above. These release dates stretch out until January 2028. Most are monthly unlocks meaning many of these tokens will be slowly released into the ecosystem. While it makes sense the FTX bankruptcy trustees will liquidate these tokens as they become available to repay debtors, Solana could have a solution (or several) to this scenario. A governance proposal submitted last week suggests the Solana Foundation could pursue the following options: The errant allocation is burned. Increase the lock to ten years on the errant allocation. Airdrop all SOL token holders' additional SOL except for the party holding the errant allocation. A combination of the above. Any of these solutions could provide price support for SOL tokens going forward while minimizing the impact of the tokens held by Alameda Research and FTX Trading. The Health of the Ecosystem Despite a sharp drop in fees and revenue over the past several weeks, the Solana ecosystem as a whole appears resilient. As we can see, both fees and revenues have leveled off and could be ready for a recovery as confidence in Solana is restored. Image via TokenTerminal According to the official Solana blog post, “Most of the largest DeFi projects on Solana had limited or no exposure to FTX based on a recent assessment by Solana Foundation. There are certainly projects with exposure to FTX, and those projects seem to be actively working to figure out a way forward, but the outcomes there are not yet known. The DeFi environment in 2022 has been challenging, but the ecosystem continues to evolve and innovate.” As we can see from the following tweet, Solana builders are still going strong and showing their support for the ecosystem. Image via Twitter Serum Moves Beyond SBF Serum is considered to be one of the foundations of the Solana DeFi system. However, it's also tightly tied to FTX as it was founded by Sam Bankman-Fried. Serum's mission is to bring the speed and convenience of centralized exchanges to DeFi while remaining fully trustless and transparent. It implements an on-chain central limit order book and matching engine, allowing it to share liquidity and offer powerful trading features to institutional and retail investors. Unfortunately, because of its connection with SBF, investors initially shied away from Serum as well. However, they may be getting past their hesitation, as Serum was recently forked in response to the hack that drained $477 million from FTX addresses just days after the company filed for bankruptcy protection. An admin for the FTX Telegram channel reported the hack soon after it occurred. The Serum devs made the decision to fork the dapp because the upgrade keys for Serum, which allow holders to modify its code, were held by an unknown person at FTX. It was assumed that the upgrade keys were also compromised as part of the hack, which would compromise the entire Serum protocol. Serum was the central order book on the back end of almost every non-AMM piece of the Solana DeFi ecosystem. Applications often leveraged Serum as their back-end DEX whether one was a game like Star Atlas, an aggregator like Jupiter, or a lending application posting liquidations like Solend. It was unthinkable to have so much of the Solana DeFi ecosystem potentially compromised, so a fork was necessary. It also served to dissociate Serum from anything linked to SBF and FTX. Image via alpha.openserum.io As we can see, much of the order book depth has returned post-fork, signaling the returning confidence in Solana as a blockchain. There’s now $230K in depth on the USDC side, up from $50K just after the fork. The Network Is Healthy Despite the FUD created by Solana’s association with FTX and Alameda research, the network itself is functioning well. Metrics show that transactions and unique fee payers on the network are recovering. Transactions are being rapidly processed, and there's no lasting impact to the functionality of the Solana network. Image via ChainCrunch However, data from Solscan shows the number of active wallets, which has already been falling in recent months, is now at the lowest level since August 2021. This past May saw the number of active wallets over 1.3 million. As the news about FTX broke, that number was down around 600,000 and is now below 375,000. That needs to turn around. Otherwise, many of the dapps within the Solana ecosystem will lack users and liquidity. One bit of good news is that Solana still has some great dapps. It has the popular move-to-earn dapp STEPN, the leading decentralized music sharing platform Audius, and the top decentralized wireless 5G protocol Helium will soon be moving to Solana. Solana also hosts a number of popular DeFi and lending protocols and an increasing number of blockchain games. It's becoming one of the top blockchains for NFTs, and it also has a strong community. In the short and medium term, the collapse of FTX is massively detrimental to Solana’s entire ecosystem, not just for Solana DeFi. As we can see, however, the network remains in good shape, and the community is still strong. Solana has recovered from a number of challenges over the past year, and the strength of the blockchain and its users should allow it to overcome this in time. There’s one final positive bit of news. Solana has often been criticized for being too centralized due to FTX’s involvement in so many aspects of its ecosystem. That claim will no longer be valid, and Solana is now free to prove it can become even better as a fully decentralized blockchain network. Time will tell, but this FTX implosion could prove to be just what Solana needed in the long run. Health, wealth, and happiness,  Steve Walters BMJ Market Analyst All the above is from Bitcoin Market Journal