Bitcoin CME Gap at $110K! Plus ASTRA vs Hyperliquid DEX War
Published: 2025-09-29
Status:
Available
|
Analyzed
Published: 2025-09-29
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 14
Prediction
Topic
Status
Bitcoin's quarterly chart suggests momentum into a potentially bullish quarter.
"And it's a potential continuation. It shows momentum um into a potentially which many people say could be a bullish quarter."
Incorrect
October is historically the best performing month for Bitcoin.
"October is October is historically the best month certainly for Bitcoin."
Incorrect
Bitcoin needs to close the CME gap between $110.5k and $111.3k to continue its organic upward trajectory.
"ideally we come back and close this gap generally these are way tend to be closed especially over the times we've been tracking it in the stream uh in the past few months and we need pro we need to come back and close that to continue higher in a more organic way"
Incorrect
Bitcoin's monthly lows historically occur within the first 10 days of a new month.
"bitcoin tends to have its monthly lows within about the first 10 days of a new month"
Incorrect
MicroStrategy might engage in hostile acquisitions of underperforming altcoin DATs.
"companies like Micro Strategy which is the by you know the top tier DAT out there right like in terms of financial conditions in terms of MNAV it could he could potentially engage in an altcoin debt hostile acquisition spree"
Pending
Given Hyperliquid's strong performance, competition for its leading position in the perps DEX market was expected.
"And so it was only a matter of time, right, Nick, before someone came for that crown."
Correct
Hyperliquid experienced a significant price drop from $50 to over $40 within nine days, attributed to competition from Aster.
"it reached an all-time high on the 18th, but then it dropped from 50 to just over 40 in the span of, you know, literally a few days nine days and that was because of Astera."
Incorrect
Hyperliquid's price declined throughout the previous week due to specific factors.
"the hype itself was down all week last week because of this."
Pending
Aster saw significant price gains, rising from around $0.09 at debut to over $2, reaching a peak of $2.30.
"A's chart was sort of up only for the week, I think it debuted at about 9 cents. Um and uh I mean it's currently about $2 now, but I mean it breached it. I think it was about $230 at one point."
Incorrect
Aster appeals to users in regions outside the US and those who cannot access centralized exchanges with KYC requirements due to its DeFi-native nature.
"and also many other things in terms of like being defi native using all the features there and um uh and also for people in regions like not the US or or in other countries that basically can't access these these exchanges centralized exchanges with KYC requirements."
Pending
Aster offers aggressive incentives, including a points system for trading, minting, and holding its tokens, aimed at potential airdrop farming.
"Um, now in terms of the rise of Aster, there's obviously a lot of aggressive incentives for using the platform. There's trading, minting, and holding AA's decks, which gives users points. Obviously, people are farming these points for potential air drops."
Pending
Aster allows for extremely high leverage trading, up to 500x, and also offers a 1x leverage option akin to 'higher or lower'.
"you can do per I mean you can do insane levels of leverage like 500x I think there's an option for 1x which is basically kind of a you know higher or lower but on steroids."
Pending
Aster generated more fees in the last 24 hours than both Athena and Circle combined.
"And I think over the past, you know, over the past 24 hours, Aster generated more fees than both Athena and Circle."
Correct
A crypto asset management firm proposed a 45% slash in Hyperliquid's supply.
"There's a crypto asset management firm that holds Hype. um actually tabled a proposal to slash um the hype supply by 45%."
Pending
James Wyn, a Hyperliquid user, has expressed concerns about his stop-loss orders being targeted.
"James Wyn who has uh yeah who's been a Hyperlid power user for a while now um and likes to complain about his stops being hunted."
Pending
Hyperliquid's native stablecoin, USDH, has launched and is expected to generate revenue and support buybacks through platform revenue.
"USDH, their native stable coin, uh, recently went live. So that could well have an effect and obviously as that gathers traction um that's going to you know be another source of revenue for hype uh for hyperlquid and for hype buybacks as well because they're still you know they're still buying back the coin with with platform revenue."
Pending
Edex has seen its TVL grow to $43 million and its daily revenue increase from $575K to $3.2 million.
"Edex. Uh TVL up 40 to 30 43 million revenue from 575K to 3.2 million per day."
Incorrect
MX Finance, a perps DEX on BNB, experienced a surprising and seemingly organic surge in price over the weekend, particularly on Saturday.
"It's a per DEX on BNB surprisingly. Totally organic chart price, man. Totally organic this over this weekend especially. It's crazy. He just shot up on Saturday for what you know on a Saturday morning. I was just crazy this chart just I was surprised by it."
Pending
Plasma, a new stablecoin chain backed by Tether, is generating significant hype and experiencing massive TVL growth.
"It's a new stable coin chain with backing from none other than Tether, and it's got insane levels of hype. It's a shiny new thing. Plus, the TVL is going absolutely mental."
Incorrect
Zcash's recent price increase is attributed to the launch of Zashi, an app enabling private cross-chain crypto payments.
"The only that the reason I could find for Zcash pumping was they recently launched Zashi, um, which is an app that lets you do private but cross-chain crypto payments"
Incorrect
Zcash acts as a bridge currency within Zashi, utilizing both shielded and unshielded transactions.
"and it uses Ze I think as a sort of bridge currency. Oh wow. Yeah. So it basically uses Ze like because there's the shielded and the unshielded transaction."
Pending
Zcash's price was supported by breaking through and establishing a support level around $55.
"Um, and uh, ZEC also broke a key resistance level around $55, I think, as well, which then turned into support. So, that helped uh, that helped keep the price up."
Incorrect
Ether.fi's recent outperformance is primarily due to its listing on Upbit, although buybacks are also occurring.
"Um, there are buybacks happening for ETHI. Um, but I think the main reason for the recent outperformance is just the small case of an upbit listing."
Pending
Despite entering Solana at a target price of $200-$210, the current price action is unappealing.
"And I said last time, let's get in somewhere around, you know, 200 to 210. That's a good area. And you know what? I got in, but I am not liking the price action."
Incorrect
The speaker is selling all open long positions in Solana and will not seek new long positions in the near future due to bearish market sentiment.
"I'm actually just going to be selling it. And I'm going to be selling all of my long positions that I have open for my trades. Um, and I'm not really going to be looking for long positions anytime soon."
Correct
Sam Bankman-Fried (SPF) is reportedly planning to launch a new perpetual DEX, potentially signaling his re-entry into the market.
"FTX is is about to distribute. No, that No, but you know what? Sorry. Do you know what Sam SPF is getting ready to do? He's coming into the game because he wants to go and launch a new per deck."
Correct
The continued trading and purchase of FTT is considered surprising given its history.
"The fact that FTT is still trading and people will buy it is madness."
Correct
Hyperliquid has released NFTs that were an option for airdrop recipients, and these NFTs are now valued in the five figures.
"they just dropped uh the Hyper NFTs. Um, now this is I didn't know this, but when you um when people registered for the airdrop, they they could choose between receiving hype or receiving a hyper NFT at a later date. Um, and they've been dropping these. And I mean, these NFTs are worth five figures."
Correct
FTX is scheduled to distribute an additional $1.5 billion to its creditors.
"FTX is ready to distribute a further $1.5 billion to creditors."
Correct
The quarterly chart indicates momentum entering a quarter that many expect to be bullish for DATs.
"And it's a potential continuation. It shows momentum um into a potentially which many people say could be a bullish quarter."
Pending
Investors in the comments are viewing market dips as tempting and optimistic opportunities.
"I think generally people people in the comments here, they they know that, you know, these dips are tempting optimistic."
Pending
The positive trend for Digital Asset Treasury companies (DATs) may be reversing.
"Um, and this is of course uh the DAT risk. So, this is the digital asset treasury company Meta and it was a great meta on the way up, but things could be turning, right?"
Pending
The favorable period for Digital Asset Treasury companies (DATs) may be ending.
"and we may be getting to the stage where it's not right."
Correct
At least 25% of Digital Asset Treasury companies (DATs) are trading below their Net Asset Value (NAV).
"in other words, their M NAV, the multiple to net asset value is below one. This is at least 25% of companies that have done this."
Pending
Nakamoto Holdings is experiencing a significant downturn, with other DATs also showing poor performance.
"This is Nakamoto Holdings right? Yeah exactly. So unfortunately that I don't know how you're going to get that chart looking good again but uh yeah, it's not looking good on that front and there's many others there as well."
Pending
Essilla, Empire Digital, CA Industry, Sharpink Gaming, Todd Strategy, and potentially Meta Planet are considering or have executed share buybacks.
"There's firms that have done this include Essilla, Empire Digital, CA industry, Sharpink Gaming, Todd Strategy, and and Micro Strategy is also not Micro Strategy, um Meta Planet is also considering this."
Pending
DATs are exploring share buybacks to artificially increase their stock prices.
"a lot of these companies are are doing are exploring these buybacks in order to basically kind of prop up the share price."
Pending
The market will consolidate, with stronger DATs acquiring weaker ones.
"Natural selection will kick in. The strong will the strong will eat the weak."
Correct
DATs should fundamentally trade at a slight discount to their NAV due to associated costs like custody.
"fundamentally if you think about it on a fundamental level DAT should actually trade at a slight discount to the net asset value because there's costs involved custody and stuff like that"
Pending
A core assumption for DAT investors is that their price will continuously increase.
"the assumption and it's a key assumption that uh the price will always increase."
Pending
Hedge funds could profit from discounted DATs through arbitrage, liquidation, or shorting, potentially leading to hostile takeovers.
"Technically they could. Yeah. I mean, if it's a discount, an opportunity, they could buy a cheap DAT and profit from the gap. They could also acquire and liquidate the assets. They could potentially short. As the price goes down, the MNAV compresses more. It goes into sub one territory. You see many of these dats already there with the MNA's below one. as it heads into that territory, it becomes lucrative for a potential activist investor, hedge fund to short it in this in the futures market, go and acquire the debt in a hostile takeover, dump this, dump the assets, and then further benefit from the short position."
Correct
ETFs are now emerging that will offer staking rewards, diminishing a key advantage of DATs.
"Many people have said that the benefits of DATs is that you could potentially also stake and you can get staking rewards, but we now see an ETFs launch as well that will allow for staking returns to be passed over to the holders."
Correct
ETFs are increasingly surpassing DATs in offering benefits previously exclusive to DATs.
"So there's another benefit of DATs that's been, you know, trumped by ETFs as well."
Pending
New ETFs are expected in October, with associated deadlines that will be monitored.
"Well hopefully hopefully with the new ETFs coming in October there's a lot of deadlines which um we will keep an eye on and we've done a video on I think last week."
Pending
The perpetual DEX (Perps DEX) market is highly active, with Hyperliquid, a top performer, facing increasing competition.
"And uh in case you missed it, it was the whole perex meta. So, uh as you'll all know, the per the the the perex market has been dominated up to now by Hyperlid. Hyperlid, one of the best performers of this cycle. Hype has been going absolutely parabolic of late. Um, and so it was only a matter of time, right, Nick, before someone came for that crown."
Correct
A key attraction of perpetual DEXs like Hyperliquid is the ability to trade without KYC.
"but I guess one of the I guess the main attraction of things like hyperl liquid was the fact that you could trade per without KYC."
Correct
Perpetual DEXs like Aster are now offering trading on tokenized stocks, a feature currently unavailable on Hyperliquid.
"And also you can do stocks as well. Um, and this is something that Hyperlid at the moment doesn't have. Hyperlid has been quite nimble about listing new tokens in the past, you know, opening per markets for those tokens. But Astera seems to be and other competing dexes as well, per dexes now seem to have sort of taken the next step which is to offer this on tokenized stocks as well."
Correct
The perpetual DEX market is experiencing explosive growth, with a 10x increase in the sector and numerous competitors emerging.
"the perpex market itself is is going crazy right now. There's many other competitors. Um the sector itself has grown by 10x."
Pending
Lighter has experienced significant growth with its TVL reaching $125 million and its per volume increasing from $5 billion to $18.9 billion.
"The TVL on lighter is up to $125 million. Per volume has gone from $5 billion to $18.9 billion."
Pending
Operating a perpetual DEX is highly profitable, akin to a license to print money.
"A per DEX, having your own perex is basically a license to print money."
Pending
Perpetual DEXs (Perps DEXs) likely have more room for growth due to their compelling product and high stakes, potentially sustaining their hype longer than typical crypto narratives.
"I kind of feel that maybe of all the narratives I've seen recently, perhaps perexes has a little more left to run, I think, because you know it because it's such a compelling product because there's so much money at stake. So, I wouldn't be surprised if we if we see this, you know, if we see this kind of hype, if you'll pardon the pun, continue for a little longer, perhaps a little longer than perhaps you might expect, uh, you know, a hot narrative in crypto to to last these days."
Correct
Stablecoins are identified as the major winners of the current cycle, with perps DEXs considered a distraction.
"So, yes, so this is kind of a reminder that actually, you know, stable coins are the big winners of this cycle. Um, and per stex is just a distraction from that."
Correct
The EigenLayer (IEN) narrative is gaining traction, with a significant token unlock expected in the next two weeks potentially influencing its price.
"I'm I'm actually meeting the um Ether team in Singapore later this week, so I'll get more information on that. Yeah. Um, Interesting. I keep hearing talk about IEN. IEN. Yeah. It seems like now is the IEN meta again, which is kind of likeInterestingly suspicious because you would know that there's like a big unlock coming in the next two weeks."
Pending
The rebranding to 'Cloud' is considered more bullish than the previous 'Layout'.
"Yes, the rebrand helped it. Definitely cloud is more bullish than layout."
Correct
The total market cap for altcoins (Total 3) has hit resistance around $1.13 trillion, forming a bearish pattern and beginning to decline.
"And what I was talking about by the way was something like on the for instance total three. This is probably the easiest chart to understand it. Um, we had the November 2021 highs, we had the December 2024 highs and now we um hit those same areas again around $1.13 trillion and we created a bearish formation and we started to go down."
Correct
The speaker would consider entering the market for altcoins if the total market cap (Total 3) falls below $1 trillion to approximately $950 billion.
"if the total market cap for total three happens to fall under 1 trillion to around 950 uh billion, then I'll be more prone to want to go in."
Pending
Despite current bearish sentiment, the overall market cycle is not considered over, with expectations of significant future increases for Bitcoin and altcoins, especially in Q4, which historically performs best.
"I don't think that the market cycle is over. I do think that we will see Bitcoin and altcoins go much much much higher later on. I just don't happen to see that right now. And also Q4 has historically been the best quarter in crypto. So personally, if we do happen to come lower, I want to load up because I'm still expecting a big move up in Q4."
Incorrect
Token 2049 in Singapore, starting Wednesday, will feature significant announcements from various projects, including Berchain, Solana, and Apis.
"So starting Wednesday, is that right? Starting Wednesday. Yeah. It's token 2049 in Singapore. Many projects are announcing things including Berchain, Salana, Apis. There's going to be a lot of announcements coming out of this event, guys. So, keep your, you know, keep your notifications on."
Correct
The Non-Farm Payrolls (NFP) report is expected to show 45K new jobs, compared to the previous 22K.
"And then finally to finish off the week on October the 3 is none other than the non non-farm payrolls NFP. Uh, so 45K is expected and 22K was the previous."
Incorrect
The rapid and fleeting nature of crypto narratives and metas means that what is popular one week can quickly become irrelevant the next.
"I put a a post on the Coin Bureau Club Discord a few days ago. And one of the things we've talked about a lot uh over the last well year or so is how fleeting all these different metas, all these different narratives are. Like you blink and you miss it. you know, what's hot one week is is just toast the next and everyone's moved on."
Correct
A potential government shutdown could significantly impact the DXY, Bitcoin season, and altcoin season.
"The possibility of a government shutdown could be important to follow in regards to the DXY, Bitcoin season, and alt season."
Correct
There is speculation that the current government shutdown is being weaponized.
"this particular shutdown could be being weaponized."
Pending
Anticipation is high for Q4, suggesting a positive market outlook.
"Ready to roll? Yeah, man. Let's go."
Correct
A potential final market shakeout is anticipated before an expected upward surge in October.
"Last shake out before October when everything goes to the moon. Hopefully."
Incorrect
The EigenLayer (IEN) narrative is resurfacing, which is considered suspicious given a significant token unlock is due in the next two weeks.
"I keep hearing talk about IEN. IEN. Yeah. It seems like now is the IEN meta again, which is kind of likeInterestingly suspicious because you would know that there's like a big unlock coming in the next two weeks."
Correct