Greeks.Live Macro researcher Adam released an English-language community briefing on the X platform, revealing that despite the Bybit 1.50 billion USD Ethereum theft incident, the market sentiment remains cautiously optimistic, and traders believe that this is only a temporary setback. The group consensus will focus on 9.5-9 6,000 USD as a key support level, expecting a mean reversion higher, but there are some differences on the weekend price movement. The market believes that the impact of the...
On February 22nd, independent researcher @0xNing0x corrected the latest tweet that the previous analysis of Bybit hackers using Solana network and Kanye Meme coin money laundering was wrong. He said that $1.38 billion worth of ETH funds on the Bybit hacker address are still in the Ethereum mainnet and have deleted previous related analysis tweets.
Samczsun, a researcher at Paradigm, said of the Meme promotion scam on social media: "It's a very simple idea: the next time a large account gets hacked and promotes an obvious scam, maybe the front end should manually remove the scam? Of course no one would object to that unless the goal is to enable people to gamble in casinos?"
Greeks.live macro researcher Adam released a community briefing saying that the community remains cautiously optimistic about the market, but is troubled by the volatility in the 94,000-98,000 dollar range. While some traders expected prices to reach $100,000, significant resistance levels and algorithmic trading activity prevented prices from continuing to rise. Despite the current price pressure, some traders still hold $96,000 call options expiring next week.
Greeks.live macro researcher Adam wrote that yesterday's CPI data slightly exceeded expectations, once hitting BTC to $94,000, but with Powell's favorable crypto speech and other factors stimulating, the mainstream coins will appreciate this week's high. At present, the implied volatility (IV) of major term options is at a low level in nearly a year, and the volatility index (Dvol) has been lower only 14% of the time in the past year. Short-term IV is particularly low when...
Justin Drake, a researcher at the Ethereum Foundation, has sparked a debate between the two communities by saying that it will "soon" become an "ultra sound" currency, while Bitcoin is "obsolete" as it approaches the supply ceiling of 21 million. Drake recently wrote on X that to make ETH "super sound again, or...
On February 6th, crypto researcher and founder of DYtheta R @hmalviya9 shared Berachain valuation analysis on its social platform: Berachain raised $142 million at an average valuation of $414 million by allocating about 34.3% of the supply to VCs. The average entry price of VCs calculated from this is about $0.82. If BERA matches the unrealized VC gains of SUI (about 15x), the token should be priced above $15 at launch, but the probability is low. If the token matches Sei's unrealized VC gains ...
On January 23rd, Ethereum researcher Justin Drake posted on the ethresearch forum to discuss a new rollup design "native rollups". In short, it relies on the Ethereum L1 validator for proof, namely state transition functions and verification. This is in contrast to Optimism Rollup (e.g. Optimism, Arbitrum) or zk-Rollup (e.g. Starknet, ZKsync), which pushes the computational burden of execution to L2 and then relies on deception.
In response to criticism from security researcher @CloakdDev, Phantom, Solana's on-chain crypto wallet, said a recent vulnerability did not pose a threat to the security of users' funds. In a public statement, Phantom apologized for the delay in communication and reiterated its commitment to security, saying: "We are confident that this vulnerability does not compromise users' funds in any way." However, Phantom did not provide further technical details or a timeline for potential countermeasure...
On January 16th, former Ethereum Foundation core researcher Dan ny Ryan wrote on the X platform: "No matter what the future of Ethereum is, with or without me, I want to make it clear publicly that I have nothing but respect and praise for Aya Miyaguchi's leadership and friendship. There are many reasons why Ethereum has flourished over the years, and Aya has played an important role in it. She has a deep strategic mind and a pure heart. Not many people have the opportunity to be close to her...
Alex Stokes, a researcher at the Ethereum Foundation, announced that he is co-head of the Ethereum Foundation with barnabe.eth, and he also introduced that the Ethereum Foundation Research, the launch research arm of the Ethereum Gold Foundation, will consist of five teams, namely: 1. Applied Research Group (ARG): Helps to translate theory into practice. 2. Consensus research and development: Many interests are focused on improving the consensus layer. 3. Cryptography: using interesting mathemat...
Greeks.live macro researcher Adam issued a document saying that affected by the collapse of US stocks such as Nvidia and Tesla, cryptocurrencies have also ushered in a significant adjustment, bitcoin fell below 100,000 dollars again, counterfeit products fell more violently, and market sentiment turned pessimistic. In terms of options data, short-term IV rebounded slightly, but still at a low level, and the market's pricing of future fluctuations remained unchanged. Options Skew and futures prem...
Security researcher Taylor Monahan has revealed that crypto hackers have found a clever new way to trick victims into downloading malicious software that can give hackers access to victims' computers and empty their wallets, or cause other major losses. It said the hackers would first pose as recruiters at a well-known crypto company and offer targets a salary of $200,000 to $350,000. However, the method is not to trick the target into opening a PDF containing malicious software,...
The mother of Suchir Balaji, a 26-year-old former OpenAI researcher, tweeted that Mr. Balaji's apartment had been ransacked, that there were signs of a fight in the bathroom and, judging by blood, that someone appeared to have beaten him in the bathroom. However, the authorities closed the case only as "suicide". Mr. Musk responded, "This doesn't look like suicide."
Greeks.live macro researcher Adam wrote on the X platform that Europe and the United States have entered the Christmas holiday, and the traditional market is closed, but the crypto market driven by Bitcoin has risen significantly. Due to the poor liquidity during the holiday, the market needs less motivation to rise and fall. In terms of options, short-term implied volatility continues to decline, and market makers are moving positions towards the end. It is expected that volatility will be stab...