I don’t tweet about the market very often — but when I do, you probably want to read it. The last time I posted about $ETH long, it was spot on, right before the massive rally.

Here are my 6 arguments for long ETH — based on macro, liquidity and Ethereum-specific catalysts nobody seems to talk about 🧵👇 1⃣The Trigger: Fed Rates

Let's maybe start with what drives markets todays. Here’s my chart of the S&P 500 versus the odds of a 25 bps rate cut on @Polymarket.

As you can see, U.S. equities began pulling back exactly when the probability of rate cuts started falling.
It was looking ugly — and then something changed...

On November 20th, John C. Williams appeared and said the magic line:
“I still see room for a further adjustment in the near term to the target range for the federal funds rate.”

Why does one comment matter so much?

Because it wasn’t “just someone” from the Fed.

John C. Williams is:
-> President of the New York Fed
-> Vice Chair of the FOMC
-> part of the Powell–Jefferson–Williams “triumvirate”
-> a member who has never dissented
-> someone the Fed uses when it wants the public to hear the real leadership stance

He’s not improvising.
If Williams says it, it’s the line from the top.

That’s why Polymarket repriced the odds instantly,
and that’s why the market reacted immediately.
And that’s exactly why I opened my long the moment I saw this.

🕵️‍♂️🔍 Uncovered DETAILS of Polygon's $MATIC token evolution! Revealing my deep-dive ANALYSIS and SPECULATIONS ahead of July 10th's big reveal. You won't believe what's coming!

Please hit❤️and🔁to feed the algorithm and let's take a deep dive in 🧵/1 First, let's step into the shoes of @sandeepnailwal, Polygon's founder:

- your token is facing an SEC attack
- zkEVM roll-up is underappreciated due to a lack of airdrop incentives
- emissions of $MATIC token rewards for validators will inevitably run out /2

I’ve just read the monthly gaming roundup by @Delphi_Digital so you don't have to.

These numbers speak volumes...
It seems that January has already set the stage for what is coming for web3 gaming in 2023.

Here are my top takeaways from the report👇
1/ A triple-digit growth (!) of the top #gaming tokens in the past 30 days alone foreshadows a bounce back from last year’s lows.

As of Jan 25, the top 10 gaming tokens by market cap have increased in price by at least 50%, with some seeing as much as 200% growth from Jan 1.
2/

My last #Terra $LUNA tweet.

We’re approaching a big announcement for former $STT holders but before we move on I want to summarize in one place my story and what I feel straight from my ♥️.

Keep your belts fastened and let’s go with a big, fat🧵 /1 My story with CT started at late 2020 when I started to tweet my deep analysis about crypto projects. I entered this industry without any connections with only 70 followers, encouraged to do so by my friends who made a very decent $ with my analyses.

/2

This whole escalation of fud, some xenofobic comments towards me and Polish community made that something just simply broke in myself so regardless of consequences I am gonna expose myself and deep from my heart share you the story of my life. 👇
/1 How is it started?
This is literally one of the first tweet of mine regarding crypto and it was made all about $LUNA & Terra. This but also the next series of quality FA unexpectedly lead to the amazing rise of my community from a few up to 15k followers within only 3 months
/2

Since I'm focusing on @StarTerra_io I am not able to produce quality content but this night I decided to take the night...

In this deep analysis, I'm gonna prove my bullish case and explain why July 21 can be a twist in $BTC narrative and how @elonmusk can contribute to this👇 Let's start with the current market conditions. At the moment of writing this tweet, it looks like we are completely screwed. The market is full of blood, your favorite influencers turned bearish, some of them disappeared. Writing you're bullish is kind of PR suicide.

$ZCX Analysis & Game Plan:
1⃣ In my opinion deep liquidity exchanges like @unizen @CCAI_Official or @wootraderS will be a significant trend this year.
2⃣ $ZCX token holders will benefit from this trend as it captures value from the whole platform's development 3⃣
🚀First $ZCX burning comes from every paid listing on the @unizen_io CEX module
🚀Another demand pressure comes from market bought & burnt throughout the year with a % of platform profits
🚀Moreover $ZCX provides you with reduced Trading Fees

Here are some of my thoughts related to recent $LUNA price action.
1⃣Terra from the very beginning is an extremely valuable project, which due to the lack of a big marketing campaign was not known to Normies from beggining
2⃣When the adoption of Terra apps like Chai, Mirror... ... began to gain momentum, suddenly everyone started talking about it. This led to the first wave of $LUNA growth
3⃣However the turning point and the main accelerator of $LUNA growth was Anchor. Many investors who missed epic $MIR airdrop, this time didn't want to screw it up.

Since some of you probably entered $XPR after my tweet without deep research (I don't recommend that) I decided to share some key facts about this project:
1)@protonxpr is basically a freaking fast blockchain which can process even 4k transactions per second with 0 swap fees!

https://twitter.com/PanParagraf/status/1376658290164297731

2) @protonxpr priority is to become #NFT marketplace of first choice. Since the average price of minting NFT on other platforms is 15-50$ and on Proton it's only few cents this is quite possible. The platform is already finished and the final launch is very close to come.

As you know I'd like to research fundamental projects not only providing me with uniqe product but also with tokenomy securing participation in its development. Recently I was looking for such project in rapidly trending #NFT market & I found @Uniqly_io and it's token $UNIQ /1 Let’s start with what is uniqe about @Uniqly_io. It's the first bridge between NFT and physical products - the marketplace and escrow that allows you to create and trade NFT tokens with the possibility of materializing them in the real world. I will explain it on example:
/2

Ok promise kept👊. This is ANC-UST LP staking tutorial. Please leave❤️It helps me to reach more people and make them fell in love in Terra ecosystem.

First you need to prepare $UST and $ANC tokens. UST you can get from bLUNA collateral. You will find in previous tutorial how.
/1

https://twitter.com/PanParagraf/status/1372530171937439744

Then you go here: app.anchorprotocol.com/gov/rewards/an…. You need to provide UST and ANC in the same proportions. For example if ANC is worth 7UST then for every 1ANC you need to provide 7UST. Don't worry the system will calculate proportions for you. Confirm by clicking "add liquidity".
/2

@anchor_protocol + tax optimise tip:
Do you want to know how Anchor reached 42M$ total borrow within only 24h? Then welcome to my tutorial. You will find out how to take best of protocol.
Before you proceed please bear in mind this is not a financial advice & please leave❤️
/1 First you need to create Terra Station Wallet and send there your $LUNA. Binance will take 0.02 LUNA fee for that.
Then go to app.anchorprotocol.com and connect your wallet. Now go to "Bond" option and mint bLUNA using your $LUNA. Choose any validator and click "mint".
/2

@anchor_protocol update:
1) Initial airdrop ~0.16 $ANC for every $LUNA staked. Then weekly airdrops over 2 years.
2) At genesis $bLuna will be the only asset accepted as collateral for accruing ANC rewards. As 69% of circ. supply is staked this will lead to LUNA supply crisis /1 3) @anchor_protocol is having one of the most epic 🐳investors in the whole crypto industry including: @arringtonXRPcap @GalaxyDigital @PanteraCapital @Delphi_Digital @naval and more. Everyone of them is providing not only financial contribution but primarily intelectual value
/2

As some of you may know - I am early investor of such reputed projects like $LUNA and $AKT. Now I'd like to present you another fundamental coin which has simmilar tokenomics in terms of generating passive income. It's $SENT which going to have it's mainnet on March 27th.
/1 Why I am so bullish about $SENT? It’s not only a dVPN service, but also a whole network upon which anyone can build their own VPN company. Then a great % of all payments to all node providers will be redistributed among all $SENT stakers creating a passive income for them.
/2