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𝙎𝙐𝘿𝙀𝙇𝙔𝙏𝙄𝘾2025-10-29 16:45:41
$SEI is currently hanging around its support zone, but honestly, I can’t get too excited about it at these levels. There’s no strong news or catalyst from the outside, and the chart doesn’t really give that “it’s ready to bounce” feeling either. It just seems to be moving along -
Our Crypto Talk2025-10-29 15:03:05
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Serenity2025-10-29 13:03:08
Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEIThe NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return.Buckets Mag7 contracts: $CRWV, $NBIS
, $WULF, $CIFR
With compute: $IREN
, $BITF Speculative: $WYFI, $GRRR
, $SLNH Miners pivoting to x.com/aleabitoreddit…
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NekoZ2025-10-29 09:25:27
Heads up, $SEI just rolled out the SIP-3 wallet upgrade. Brings better performance and sets up for full EVM support. Cosmos-only wallets will need to migrate soon, so plan ahead.SIP-3 wallet upgrades are live — a major milestone on the road to Sei Giga. Sei Giga will redefine EVM performance: sub-400ms finality, 5 gigagas/sec throughput(~200k TPS). SIP-3 upgrades Sei to EVM-only, paving the way for Sei Giga — the most performant upgrade in EVM history. x.com/15893974740405… -
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