Dr. Gssj Research

I will take a long holidays in crypto market Will be back after market green lol I don't want to stop posting here But maybe I will take another opportunity irl Wish we luck guys Ty crypto 🙏🫡

looks like debank portos api not stable?

INDONESIAN BENCHMARK INDEX WEAKENS AFTER BANK INDONESIA SURPRISE HIKE BUT HOLDS 3.8% GAIN. ...

Andrew Kang이 RoboStrategy / $BOT 관련해서 NAV 주의문을 올렸네요. 핵심을 정리해보면 $BOT는 robotics / physical AI 비상장 기업들에 대한 익스포저를 public market에서 살 수 있게 만든 수단에 가까운데, 문제는 안에 담긴 자산들이 실시간 가격이 찍히는 토큰이나 주식이 아니라 비상장 회사 지분이라는 점. 그래서 NAV도 “정확한 실시간 가격”이라기보단 특정 평가일 기준의 공정가치 측정에 가까움. 즉 이후 Figure AI, Apptronik 같은 포트폴리오 내 회사들의 추가 펀드레이징이나 벨류에이션 변화가 생기면 NAV가 위아래로 크게 바뀔 수 있다는 얘기. 단순히 뭐가 오른다가 아니라, 어떤 매개체로 노출을 잡는지, 그 NAV가 어떻게 계산되는지도 같이 봐야 할듯 https://x.com/rewkang/status/2064018371062923593

Oh it feels like bullish again?

$STRC 배당금 월 -> 반월 변경 승인 완료. 이제 매월 배당금이 2번.. https://x.com/saylor/status/2063989759559495774?s=20

gMStR

https://x.com/i/status/2063731803312001111

Do you believe BTC will go lower?

NVIDIA’s physical AI push is less about a single model, more about the workflow stack around it. At CVPR 2026, NVIDIA introduced open agent skills for autonomous vehicles, robotics, and vision AI that helping researchers automate scene reconstruction, synthetic scenario generation, policy training, simulation, and evaluation. The useful frame here: physical AI bottlenecks are shifting from “can the model reason?” to “can the system be tested, simulated, and iterated in repeatable real world conditions?” For AVs and robotics, that means solving the long tail: rare interactions, edge cases, lighting changes, and difficult to reproduce environments. NVIDIA is trying to own that loop with Cosmos, Omniverse, Isaac, Metropolis, TAO, OSMO, and CUDA libraries. Physical AI infra is becoming a stack, not a feature. https://blogs.nvidia.com/blog/cvpr-physical-ai-research-agent-skills/

new ฿ daily low: $60,000 1inch - Swap across chains at the best rates

Strategy Down $12.8B, Bitmine Down $10.3B, HYPE Treasury Stands Alone in Profit Artemis data shows Strategy and Bitmine, the largest Bitcoin and Ethereum treasury companies, are carrying unrealized losses of about $12.8 billion and $10.3 billion, respectively. Hyperliquid Strategies is currently the only major digital asset treasury company still in positive territory, with approximately $1.2 billion in unrealized gains. — link

What if zec supply is over 21m?

ZCASH TO AUDIT SUPPLY OF RECENTLY PATCHED ORCHARD POOL WITH NEW METHOD, SAY MORE DETAILS TO COME LATER TODAY: X SOURCE

Bitmine selling

🔴 #ETH Liquidated Long: $795K at $1583.13

JPMORGAN, CITI AND BIG BANKS PLAN NEW TOKENIZED DEPOSIT SYSTEM TO ANSWER CRYPTO: WSJ JPMORGAN, CITI, OTHER BIG BANKS PLAN NEW TOKENIZED DEPOSIT SYSTEM BIG BANKS TO USE THE CLEARING HOUSE TO GET DEPOSITS ONTO BLOCKCHAIN SOURCE

From a friend in the group: Yes, but overall, the altcoin market has become extremely unhealthy. At this point, it's mostly a game between market makers and retail traders, including large retail traders. Most of the time, it's a zero sum game. In the past, alts would rally because business metrics improved, products got better, or a hot sector attracted attention. Most of the time that's no longer the case, with HYPE being an exception. Take NEAR for example. I've been tracking it closely. Its onchain revenue from intents has exploded compared to previous years. Privacy features and AI features have continued to improve as well. Yet when BTC was above $80,000, NEAR was extremely weak. It rose less than BTC, fell harder than BTC, and spent a long time ranging between $1.2 and $1.6. Then BTC started crashing, and suddenly NEAR became stronger and kept moving higher. Did NEAR's business metrics improve when BTC was at $64,000? Did its product suddenly become better? No. Retail holders were washed out. The vehicle became lighter. More shorts piled in. The fuel for a short squeeze increased. WLD is an even more extreme example of this zero sum game. Massive amounts of tokens continue to unlock, and there have been no meaningful business breakthroughs. Not long ago, Altman publicly stated that the UBI plan had been abandoned, even though WLD was originally created for that vision. The OpenAI IPO narrative is not new information either. Yet WLD started exploding higher after BTC crashed. There is a long list of bearish developments, but the price keeps going up. Other than increased short interest providing fuel for short squeezes, it's hard to find another explanation. It's even more extreme than NEAR. With NEAR, at least you could argue that as ETFs and treasury strategies gain traction, BTC and ETH have become too crowded, making further upside more difficult. As a result, some OGs are rotating into smaller cap alts that still appear to have room for speculation, such as ZEC, NEAR, HYPE, VVV, and a handful of other projects. So at this stage, I'd rather stay away from alts. They are too expensive for me to buy the dip, and I don't want to short them either. Whether it's market makers engineering short squeezes in a zero sum game or OGs crowding into the same names and pushing them higher, retail traders can get hurt badly if they pick the wrong alt to short