Stocktwits And Polymarket Form Official Bromance 🫂
OVERVIEW
Stocktwits And Polymarket Form Official Bromance 🫂
Before we dive in, here’s today’s crypto market heatmap:
Source: finviz
And here’s a look at crypto’s total market and altcoin market cap charts:
Source: TradingView
TECHNICAL ANALYSIS
BTC & ETH MVRV Check: Not Hot, Not Cold, Just Lukewarm 🌡️
Markets love to confuse. 😕
Six months ago, BTC and ETH were deep in undervalued territory. Fast forward to mid-September and both have clawed back into positive MVRV land – but barely.
Bitcoin $BTC.X ( ▼ 0.31% )
BTC MVRV Ratios – Click to enlarge.
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Bullish: 30d > 90d means momentum still has a pulse. With mid-term holders barely in the green, there’s no massive sell wall waiting overhead. Align 30d and 90d both where they’re at and you’ve got fuel for another leg.
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Bearish: Short-term winners can dump into strength if price stalls. 180d neutral gives no cushion if liquidity dries. If 30d rolls negative while 90d stays soft, expect chop or bleed.
Verdict: Neutral-bullish. Not euphoric, not discounted. BTC’s closer to a breakout posture than ETH.
Ethereum $ETH.X ( ▼ 4.03% )
ETH MVRV Ratios – Click to enlarge.
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Bullish: 30d and 90d are middling, which is where trends can restart. Elevated 180d doesn’t kill momentum if flows rotate in – it can actually hold while price grinds up.
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Bearish: where the 180d is at means mid-term holders are comfy and ready to sell into pumps. 30d under 90d is stall territory. Miss a catalyst and ETH drifts until short-term resets.
Verdict: Neutral. ETH has a profit overhang, but it’s not overheated. Needs a clean 30d-over-90d flip to trend again.
In A Nutshell
Both majors are in fair-value purgatory. BTC has the better setup with short-term momentum edging higher. ETH has heavier mid-term baggage but avoids froth. ☕️
STOCKTWITS
🔮 Stocktwits x Polymarket: Real-Time Predictions Are Here
We’ve officially teamed up with Polymarket, the world’s largest prediction market platform, to bring crowd-priced probabilities straight into your Stocktwits feed.
Polymarket is now Stocktwits’ official prediction markets partner. You’ll see live odds on rate cuts, elections, and earnings calls right inside your daily scroll.
Why it matters for retail:
Earnings are hard. A company can beat EPS, and the stock still falls because of guidance, tone, or outside news.
Polymarket’s new earnings markets make it simple with a yes/no question like “Will TSLA beat EPS of ___?”
You’re trading the event itself, not the reaction. That helps you plan a trade, hedge risk, or wait with more confidence.
What it means
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See live odds for the biggest events in the world, directly in your feed.
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Trade the event, not the spin. Simple yes/no markets like “Will TSLA beat EPS?” remove guesswork about guidance and allow you to focus on a single data point.
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Use the crowd signal. Watch probabilities move as news breaks and use that signal to size a position, hedge, or stay patient.
Prediction meets conviction. Welcome to the future of financial sentiment.
NEWS
Pump.fun Streamers Bag $83K Playing Drake & Future Leaks 🎤
Bagwork, a Pump.fun duo running stunts on Solana, just turned leaking unreleased Drake and Future tracks into an $83,410 payday over two days. Their token pamped to a $53M market cap before retracing to around $31M, because apparently “playing leaks on stream” now qualifies as a business model. 🤑
Drake tells Adin Ross he doesn’t know “who the f**k those kids are” that leaked his song.
“I don’t even know who the f**k those kids are,” Drake says. “I just asked you who they are. What the f**k?”
— XXL Magazine (@XXL)
3:21 PM • Sep 14, 2025
Credit to Decrypt for reporting the chaos.
The duo – believed to be a pair of 19-year-olds – have made $168K in creator fees since launching their coin four days ago. Thanks to Pump.fun’s new fee model, they don’t need to dump tokens to profit. Just stir up attention, let the trades roll, and pocket the cut.
It’s the kind of upside that has traditional streamers looking at their Twitch subs and wondering where they went wrong.
Drake himself got pulled in when Adin Ross called him live. His response? “I don’t even know who the fuck those kids are.” That only made Bagwork trend harder. Over the past week, Pump.fun creators have claimed $20M in rewards, with former League of Legends pro BunnyFuFuu racking up $217K in just two days.
Anyone else think that this whole thing is maybe just a clever publicitiy stunt?🎲
POLL
Take This Poll 👇️
Dayum, this thing wasn’t up for even a couple hours before nearly 10k votes came in. 😱
Click To Take The Poll
and you can view the live Polymarket spread here:
Source: Polymarket
NEWS IN THREE SENTENCES
AI, Stablecoins, & Privacy News 🕵️
🔺 Avalanche Adds Ethena + Pendle For sUSDe Yields
Deep liquidity, sub-second finality, and now a yield buffet that TradFi can’t replicate. Ethena’s staked USDe (sUSDe) now lives on Avalanche, with Pendle spinning it into fixed and variable yield markets. Backed by delta-neutral hedges and perp funding flows, sUSDe exports perp volatility into user yield. Avalanche.
🏢 Enterprises Want Their Own Stablecoin Chains, Not L2s
Circle’s Arc and Stripe’s Tempo are proof: big players don’t want to “rent” Ethereum or Solana, they want to own the ledger itself. Sovereign L1s let them hardwire compliance, refunds, MEV policy, and economics to their specs – basically Visa-level SLAs without the middlemen. For Walmart or Amazon it’s about cutting card fees, tying payments into loyalty, and controlling the rails. Cosmos.
🧠 Hyperon Claims It’s AGI-Ready – And Has The Math To Back It
The OpenCog Hyperon team argues their Atomspace + MeTTa substrate ticks every box in the Common Model of Cognition. Add PRIMUS for memory and goals, plus LLM and reasoning lobes, and they’re calling it a seed architecture for human-level AGI. If they can ship a production Hyperon by late 2025, super-intelligence isn’t far away. Artificial Superintelligence Alliance.
NEWS IN THREE SENTENCES
Real World Asset Tokenization (RWA) News 🪙
💹 Injective RWA Perps Pass $1.68B YTD Volume
Injective’s perpetuals aren’t just for crypto – traders are pushing billions through equities, FX, commodities, and even GPU rental rates. Leverage goes up to 100x, with markets running nonstop like Vegas tables. If you wanted to gamble on Nvidia’s GPUs and the euro in the same session, Injective’s already doing it. Injective Protocol.
🏦 Tokenized Deposits: Banks’ Shortcut To Programmable Money
Unlike stablecoins or CBDCs, tokenized deposits are issued by banks, backed 1:1 by real balances, and come with full regulatory protection. They bring instant settlement, smart contract functionality, and 24/7 operations without ditching deposit insurance. Think of them as your regular checking account – just with the speed of crypto and the compliance of a bank charter. Quant Network.
NEWS IN THREE SENTENCES
DeFi, DEX, & Lending News 🏦
🌍 LAB Launches Africa’s First Bitcoin L2 Incubator
Africa’s not waiting for Silicon Valley to notice – it’s building Bitcoin-native solutions, one warehouse and one DeFi savings tool at a time. Stacks builder Eniola Samuel just kicked off Let Africa Build (LAB), an incubator turning Bitcoin and Stacks into practical tools for Africa’s $25T trade and finance gaps. LAB runs a 12-week academy, startup incubator, and research track, already producing 300+ grads with a 95% job placement rate and ₦128M+ raised. Stacks.
📊 Ethereum Finally Gets Perps On Mainnet
The missing foundation is finally laid, and the timing feels like a CME-meets-DeFi moment (I mean, that’s what the SNX peeps think) Perpetual futures generate 78% of all crypto trading, yet Ethereum mainnet had none – until now. Synthetix is plugging the $153B in stablecoin liquidity into a perp engine with composability, atomic settlement, and institutional-grade rails. Synthetix.
💱 Aave Swaps Now Run On CoWSwap And ParaSwap
Aave just became a DEX aggregator in disguise. Aave integrated CoWSwap for best-price swaps and ParaSwap-powered adapters for paying debt with collateral, flipping collateral positions, or swapping borrow exposure – all in one atomic transaction. Users save gas, skip manual gymnastics, and rebalance in clicks instead of ten steps. Aave.
NEWS IN THREE SENTENCES
Protocol News 🏦
🔮 UMA Mythbusts Its Oracle Critics
UMA’s resolved 90k+ real-world disputes and secured billions, but myths about whales, bias, and broken processes keep popping up like FUD weeds. The reality: voting is staked, slashed, and Schelling-point driven – whales can’t just shrug and push buttons without nuking their own bags. UMA.
🏆 Hello Future Hackathon Crowns Hedera Builders
Hedera’s Origins hackathon wrapped with $150K in prizes across AI, DeFi, and sustainability tracks. Winners included an AI DeFi copilot, a trust-and-payments layer for digital assets, and GreenTrace’s NFT-powered carbon tracking. Bonus points for Effisend – payments with your face – proving Hedera devs aren’t shy about throwing weird ideas at production. Hedera.
LINKS
Links That Don’t Suck 🔗
👍️ SEC to issue warning notices before crypto crackdowns, says Chair Atkins
🃏 Pokemon cards: An old cult finds its way into crypto
😐️ Tom Lee’s BitMine Immersion reveals $10,771,000,000 Ethereum, Bitcoin and ‘Moonshots’ treasury
🕹️ GOTY frontrunner Clair Obscur: Expedition 33 just keeps selling, cracks 4.4 million copies
🤖 Is the humanoid robot industry ready for its ChatGPT moment?
Get In Touch 📬
Email me (Jonathan Morgan) your feedback; I’d love to hear from you. 📧
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Author Disclosure: The author of this newsletter holds positions in ADA, IMX, COPI, MIN, AGIX, ALGO, ZEC, XLM, and NEAR. 📋
