Dark Gray @stone__gray

金融、ベンチャーで勤務。若者と新しいビジネスを創出するのが趣味。日本 Joined September 2020

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Dark Gray @stone__gray

9 hours ago

This time, $XPL’s rebound started earlier and stronger than $HYPE’s, breaking away from BTC’s trend. x.com/xKseilas/statu…

Kseilas @xKseilas

a week ago

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A crypto card just locked 100.6 MILLION $XPL. Not staking. Not farming. Just to unlock @Plasma One Platinum. 1,006 users have now locked 100,000 XPL each for 12 months to access the top card tier. What they get: > 4% base cashback > 10% on eligible AI spend > up to $600/year on eligible flights > no added Plasma FX fee > Priority Pass > Claude Pro + ChatGPT Plus And Platinum is still growing. The latest 254 members alone locked another 25.4M XPL. That is real product-driven token demand. But here is the part worth comparing. On September 25, around 1.76B XPL unlocked. The entire Platinum tier currently absorbs an amount equal to only ~5.7% of that tranche. And those latest 254 members absorbed just ~1.4%. From here, roughly 227.8M XPL is scheduled to unlock every month through September 2028. That is more than 2x the entire current Platinum lock arriving every month. Meanwhile, the card itself keeps growing. September: > $25.64M card spend > +28.8% vs August > 262,698 transactions But average transaction size fell from $133.40 to $97.60. So growth came from more payments, not simply bigger purchases. That is probably the healthiest part of the update. People are using the card more often while more users are locking $XPL to move up the membership ladder. Platinum is becoming a real token sink. The question is whether it can become a big enough one. 100.6M $XPL locked sounds huge. Against 227.8M $XPL of monthly emissions, Plasma still needs a lot more than 1,006 Platinum members. 2,000 is the next number I’m watching. JOIN - plasma.org/download/DWZ448

Kseilas @xKseilas

2 weeks ago

954 wallets locked 100,000 XPL each for @Plasma Platinum. That is 95.4M XPL locked for a year, or about $10.5M at today’s price. I went back through what @Plasma has actually shipped, and the card side is moving fast. Since launch they have: > opened publicly in June > dropped

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Dark Gray @stone__gray

a week ago

$HYPE $84.5 @ 0:25 JST → $91.5 @ 2:05 JST. Up 8.2% in 2 hours, While I was asleep. Volatility as insane as ever.😅 x.com/stone__gray/st…

Dark Gray @stone__gray

2 weeks ago

$HYPE's strong, but after this kind of rally, I think a pullback is coming. Just a guess, 75 → 96 (now) → 85 → 92 → 100. Taking profits here ! — I'm back to watching from the sidelines for now!

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Dark Gray @stone__gray

a week ago

This time, crypto lost momentum in reaction to interest rates.

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Dark Gray @stone__gray

2 weeks ago

Bottom this round seems to have been $HYPE $85.5 at 10:30 JST on the 29th. Currently at $88, started buying back a bit. Expecting a move back to $92 today/tomorrow, then a range, then a break above $100.

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Dark Gray @stone__gray

2 weeks ago

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Dark Gray @stone__gray

2 weeks ago

Pullback seems to have stopped at $HYPE $90. Shorts are piling up, but I still think we could see $100 early October.

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Dark Gray @stone__gray

2 weeks ago

Dropped to $89.9 today (19:30 JST). Next re-entry is probably either sub-$85 or after it clears $100. Sitting on the sidelines until then.

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Dark Gray @stone__gray

2 weeks ago

JST 　17:49　24/9 $HYPE USD91.7 HYPE keeps dropping in line with Bitcoin.

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Dark Gray @stone__gray

2 weeks ago

Currently down to $93.5. Sold half at $96, and if it drops to $90 I'll cut down to 20%. This rally's been driven by leveraged longs, so it could snap back to $85, even $80. That'll be another buying opportunity. If $hype clears $100 without dipping first, hats off! Waiting for the pullback after it pass

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Dark Gray @stone__gray

3 weeks ago

$75 on Sep 16, already $85 by Sep 18 — recovering fast.

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Dark Gray @stone__gray

4 weeks ago

The CLARITY Act was voted down, but for Hyperliquid, how the CFTC treats it matters most — so $HYPE briefly dropped along with the broader crypto market, but it's now starting to recover.

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Dark Gray @stone__gray

a month ago

Maybe just a small pullback and a buy-the-dip opportunity. Google, Amazon, and Microsoft up. Semis and crypto ended with a small pullback. What comes first—U.S. rates above 6%, or the oil shock cooling down? Google、Amazon、Microsoftは上昇、半導体、クリプトは少し調整して終わったね。米国金利6%を超えるのが先か、オイルショック沈静化が先か。

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Dark Gray @stone__gray

a month ago

Markets are cautious ahead of Jackson Hole today, but NVIDIA showed yesterday that even rising rates don’t necessarily hurt strong stocks. Any quick dip today, just buying. 今日は、ジャクソンホール講演という事で、警戒されているけど、昨日のNVIDAのように金利上昇があっても株価に影響出ないという事もある。金利が上がろうが下がろうが、成長力のある企業の株は買うしかないものね。

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Dark Gray @stone__gray

a month ago

Selling already ahead of today’s risk. Could buy now, but waiting for a quick dip. Might miss it. Blue chips get bought up instantly on every dip. もう下がってるのは買ってよさそうだけど、売り浴びせの理由を欲しがっている人たちのショートを見届けてから買うか。

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Dark Gray @stone__gray

a month ago

ちゃんとサポートからメールで返信来た。素晴らしい！

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Dark Gray @stone__gray

a month ago

#ビットバンク　ずっと使ってて、これまで一度もトラブルなかったBitbankが。昨日やった送金が今朝になって送金完了がメールで来て、遅いなりにやっと終わったか！と思えど、TxIDは発行されているのにEthereum上にはない。おそらく実際は、送金未完か失敗。調査依頼を出したが、サポートは10時以降に営業開始。どしたんかなビットバンク、どっかに買収されたから劣化した？