Crypto market making & quant research | Recovering physicist, ex-Citadel | Building @botfedai
Joined May 2024
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David Simic retweeted
Fight Chat Control.
You cannot make society secure by making people insecure.
We all deserve privacy and security, without inevitably hackable backdoors, for our private communications.
The fact that the government officials want to exempt themselves from their own law is telling: eureporter.co/business/data/…
🇪🇺 My fellow Europeans
You have to fight ChatControl 💪
Don't let @vonderleyen read your chats!
metalhearf.fr/posts/chatcont…
David Simic retweeted
I think @DrNickA gave an excellent talk on why you should hate the orbs. Please take 20 minutes to watch it. You don't hate the orbs enough.
"There is no power relation without the correlative constitution of a field of knowledge".
David Simic retweeted
🔥 Tom Lee: "I think there is a VERY high probability that #ethereum will flip bitcoin."
David Simic retweeted
>go to @DefiLlama
>go to Raises
Was a massive spike right around the top of the prior cycle as a tone of ''late money'' pilled in.
Another decent top signal indicator to add to ones toolbox, also just manually going through the raises each month is a great way to find new protocols with airdrop potential.
Enjoy.
David Simic retweeted
If you do anything today, please listen to this 3-min clip on what @sharplink Co-CEO @joechalom refers to as The ETH Opportunity...
FYI, Joe is the former Head of Digital Assets Strategy at @BlackRock, who drove the creation of IBIT, ETHA, and BUIDL.
"The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..."
"If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..."
"And if you take a step back and say stablecoins are at this size today, but @SecScottBessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..."
"If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity."
"And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade."
ACCELERATE 🚀
As ETH bulls, there's lots to smile about lately 🐂
Including a new @edge_pod dropping today with @sharplink Co-CEO @joechalom and @Consensys CSO @0x81B on why they're committed to growing investor access to ETH, combined with novel exposure to ETH yield through $SBET 👀
David Simic retweeted
Simple ones:
-> no. of non-crypto people asking what to buy / how to join crypto
-> % of nyc uber driver shilling on coins
-> people’s fear in buying coins decreases
We aren't at the top, no where near it.
But now is the time to sit down and make a serious list of top signals + PROFIT TAKING PLAN.
I'd think out of the box for this one, the worn out everyone knows about ETH + BTC top indicators aren't going to suffice.
One signal I'd definitely include is SBET reaching absurd multiple over book + price.
What would you add to this? Let's crowdsource a list.
#ETH #BTC
David Simic retweeted
i only have one top signal: uber drivers
As long as the percentage of uber drivers recommending crypto to me is less than 50%
we r safu
We aren't at the top, no where near it.
But now is the time to sit down and make a serious list of top signals + PROFIT TAKING PLAN.
I'd think out of the box for this one, the worn out everyone knows about ETH + BTC top indicators aren't going to suffice.
One signal I'd definitely include is SBET reaching absurd multiple over book + price.
What would you add to this? Let's crowdsource a list.
#ETH #BTC
David Simic retweeted
The line between TradFi and crypto isn’t blurring – it’s merging
Soon it’ll all just be called finance
David Simic retweeted
The Roadmap for @LineaBuild is MAX BULLISH and it also reveals that the $LINEA TGE + Airdrop is 100% in Q3.
Here’s how Linea is about to rewrite the L2 game.👇
Q3 2025 → Burn Mechanism 🔥
You need $LINEA for this mechanism to work.
- 100% gas fees burned: 20% ETH + 80% $LINEA
- ETH burn = Ethereum alignment
- $LINEA burn = shrinking supply → scarcity
Q4 2025 → Native Yield 💰
This is might become a magnet to attract big players because
- Yield flows into DeFi & ecosystem incentives.
- Boosts liquidity, rewards active DeFi users.
- Fuels sustainable growth instead of idle holding.
Q1 2026 → Type-1 zkEVM 🛠️
This is the most bullish thing imo
- Full bytecode-level Ethereum compatibility.
- Can snarkify Ethereum → instant, trustless bridging & L1 tooling support.
- Endgame Ethereum alignment.
🔥 Scarcity + Liquidity + Ethereum-level tech all in one roadmap.
++ MetaDEX @etherexfi is truly a whale magnet, It's going to attract a lot of whales who are tired of the Lockups and extraction. Etherex solves this problem with x(3,3) tech. REX33 is coming and the TVL is already > $100M.
Big picture?
Founder @ethereumJoseph (also chairman of @sharplink / $SBET) is already in multi-billion ETH buys and will raise another 5 billion to buy more ETH. They and probably other ETH Treasury companies will bridge their ETH to Linea. BINGO
No other L2s have this combo rn and even if some decided to copy Linea, great Ethereum wins. @DeclanFox14 said that btw.
Linea was built to make that happen, The ideal Ethereum L2.
This isn’t just bullish for Linea.
It’s bullish for ETH itself.
Retweet to Spread the word.
Believe in someETHing.
David Simic retweeted
🚨Joe Lubin sees ETH flipping BTC next year!
Ethereum’s co-founder says treasury companies could push ETH past BTC in market value — possibly within a year.
Will #ETH take the crown?👑
David Simic retweeted
Very bullish indicator. Visa's Spending Momentum Indicator making new recent highs in July (not seen since the stimmie-fueled pandemic recovery period).
Rather than looking at $ volume (which is skewed to the top 10%), this credit/debit card indicator looks at whether a greater number of individual accounts are spending more (or less). So it is a broader measure of spending than just dollars.
Given the strong real employment income (from the recent employment tax data), this shouldn't be surprising & runs counter to the consensus US macro narrative coursing thru fintwit rn. FWIW.
h/t @BenKizemchuk
David Simic retweeted
⚡️ UPDATE: Ethereum devs agree on Fusaka upgrade timeline for early November mainnet launch, with public testnet upgrades starting late September.
David Simic retweeted
Introducing Ethereum R1 — The neutral rollup built for Ethereum
No token. No private sales. No governance cult.
Just Ethereum values, public funding, and community control.
🧵 Why R1 matters & how you can join:
David Simic retweeted
JUST IN: 🇧🇷 Brazil advances blockchain-based financial integration for BRICS trade.
David Simic retweeted
The big problem I see with $HYPE now is that most people have fallen in love with their bags.
How much upside does it realistically have from here vs the market? Maybe 2x, or 3-4x at the absolute max, in my opinion.
There are plenty of other projects out there with more upside and less risk of a significant drop at these levels.
Don’t get me wrong, I’m a fan of Hyperliquid.
It’s a fantastic project that performed incredibly well and outpaced everything. But it’s about time to lock in those profits and move on before you end up round-tripping it.