Malfoy

Gmmm! ☀️
1st day of 2026 ☕️
Happy new year everyone! 🎆

People saying 'we’re not early anymore' are looking at $ETH wrong.
On ETH today, the bulk of transactional volume still comes from:
+ DeFi
+ CEX-related flows
+ MEV
Together, these three alone account for ~$10 TRILLION in YTD activity.
Now look at what isn’t built out yet... Payments that's processed just ~$68B.
That’s tiny relative to the rest and that’s exactly the point.
When payments move from $68B → trillions, the activity changes entirely.
Data: @artemis

Good morning, CT! 🌞
Can't believe this is the last GM of 2025. ☕️

A six-figure curve on @Polymarket without ever touching the event.
Wallet 033033033 doesn’t care about volatility, headlines or narratives.
Everything happens in one tight window, right before disputes open.
As a market nears dispute, price stops meaning probability and starts meaning resolution risk.
He scales into the side that’s effectively locked, lets the book rebalance, then exits.
• 410 executions in a year
• 2 losses
• $9 total downside
• Everything else = pure spread capture
• Some windows absorb seven-figure size
Just mechanics → PnL before the crowd realizes the market phase has alr

Crazy example by @KyleDeWriter shows why reading the rules > reading the headlines.
This @Polymarket market (Epstein blackmail evidence released by…) paid big time...
Not because of news, but because of wording.
+ Market only counted “previously unreleased documents”
+ Anything released before Dec 23, 2025 = doesn’t qualify
+ Most people aped YES after releases → price went to 99%
+ A few noticed the rule loophole and bought NO at sub-1c
One trader loaded NO at ~7c with ~$5.8k (33% of supply.
At peak, that position was worth ~$50k. Perfect entry/exit would’ve been ~4700% ROI.
🔗

You can move the price on @Polymarket but you can’t move the rules.
A whale aped almost $300k into YES at ~91c on Kodiak FDV > $50M, thinking size + CEX pump would carry it.
Problem is he didn’t read the fine print... settlement follows the most liquid market.
Deepest liquidity was Kodiak’s own DEX at 3–5c, while smart traders quietly loaded NO.
Settlement hit, rules won and about $200k evaporated.
🔗

2025 had a funny way of humbling narratives.
According to @coingecko, RWAs were the most profitable narrative this year, up +185.8% YTD.
It didnt happen because they were loud, but because they worked.
Meanwhile, the sectors that once carried the hype cycle (GameFi and DePIN) bled out -75%+ YTD.
Even the @solana ecosystem that had it's own mindshare all year, ranked among the biggest decliners.
Feels like one of those markets that quietly teaches you a lesson.
In 2025, the money followed fundamentals.

2025 have shown me some of the smartest people on CT.
People are making money off retail FOMO and it's on @Polymarket.
+ 118 projects launched via TGE this year
+ Around 100 are now trading below TGE
+ The median token is down ~71% FDV from launch
Most of the big 2025 launches were clearly overvalued on pre-markets.
Sure, there are still great projects. Some launches will do very well.
But if you look at the stats, the picture is pretty clear.
Pinned one of the top traders here:

GM to the holidays ☕️
It's Christmas Eve today 🪄🎄
Spend more time with family and friends 🧡

GM Legends 🌞
FOMC and Rate news today, stay safe!☕️

GM CT 🌞
Every new day is a choice 👌
Build wealth or remain where you are 😎

If you really look at this graph, you'd see that $BTC's best months are October & November.
Although, this year's October & November were the worst in the past few years.
And it gets worse because according to the charts...
December is one of the WORST months for $BTC, because it's a festive month with low volume.

Good morning family ☕️
Congratulations on making it to December 🔥
Let’s get this bag 💼

Leverage addiction is officially at an all-time high.
US leveraged ETF AUM just blasted to $239B in Q3 2025, the biggest number ever recorded.
For context...
This whole market was sitting around $60B not too long ago. Now, it’s four times that.
Meaning a lot of people are putting their money on the line this cycle.
It's definitely retail and institutions will use this data for themselves.

GM Legends! 🌞
Happy New Week ☕️
Can I get a GM this fine morning? 🔥

Good morning CT 🌞
Another to dig through this bear market ☕️