Xamanap

oil up 60%+ YTD as Hormuz tensions escalate.
~20% of global oil exports pass through the strait.
~35% of seaborne oil.
supply shock → higher oil → inflation pressure.
historically, strong oil often shows up near BTC cycle tops. macro risk is creeping back.

these raised $1.2B, and at ATH reached combined $25B MC, now worth ~$230M
$KDA $4.4B - $3M
$SCR $273.3M - $8.5M
$BOBA $656.5M - $10.8M
$EVMOS $2.2B - $0.5M
$BLAST $491.5M $29.5M
$FLOW $5B - $58.6M
$CELO $2.7B - $47.2M
$MANTA $1B - $29.7M
$GLMR $3.5B - $13.3M
$XRD $4.7B - $27.8M
VC-funded ghost town.

currently > 50% of Polymarket volume isn’t real.
$337M daily volume:
• $94.7M from airdrop farmers farming dead markets
• $76.1M from bots flipping BTC bets every 15m
~$170M of volume with zero predictive intent.
all this fake volume is to attempt to game the Polymarket airdrop.

watched Badlands last night, 8/10. best one so far this year.

Bitcoin ETFs are sitting at their largest drawdown from cumulative ATH since launch.
BTC < $70K
ETF avg cost ≈ $79K
$8.9B+ outflows
IBIT alone shed 42K BTC from peak
heavy pressure… but flows are starting to stabilize, been looking quite green lately, ETF demand returning is key for a stronger base.

38% of alts are near ATL, worse than post-FTX.
that’s the biggest regression of this cycle.
liquidity thin. risk appetite gone. breadth washed.
ugly conditions… but historically, this is where asymmetry starts building.

$XPL looks like it's about to send.

after dumping 89K BTC's at a loss on Feb 5, Short Term Holders have gone quiet.
Iran headlines hitting. no major spike in exchange inflows, yet. maybe seller exhaustion building… unless loss inflows surge again.

watched this last night, got me all pumped up, very good one.