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Onur

116.5K
Alpha Calls
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Onur is a prominent DeFi maxi and crypto trader, known for his insightful alpha threads on Twitter. He delivers expert analysis and perspectives on decentralized finance, guiding his audience through emerging market trends and opportunities.

AudienceHigh
GrowthHigh
PostingLow
ViewsMedium
EngageLow

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Latest X Posts

Onur 🍌🦍@0xc062d

So, Litecoin experienced a 13 block reorg… and it wasn’t as random as it sounds. A bug + DoS weakened part of the network, older nodes pushed invalid txs, then everything got rolled back once hashpower came back Nothing “lost” on main chain, but still messy. What I personally find interesting is that some devs think this wasn’t a true zero-day, more like something known and timed. This changes the read completely and highlights the usual weak point: lower hashrate chains + cross-chain activity. Do events like this start to change how people trust smaller L1s as collateral layers?

47162265.9K1
Onur 🍌🦍@0xc065d

Volume up, market cap down… that’s usually not strength. Memecoins just did ~$5.6B volume in a day (+100%+) while mcap dropped ~6%. More than fresh money coming in this is a churn → profit taking, quick flips, capital rotating. And it cooled fast too: volume already back near ~$3.6B Seen this before… activity spikes around hype, then fades once fast money exits Early-year move ($38B → ~$47B) already lost momentum, so this still feels like rotation, not expansion At the end of the day, memecoins are just a proxy for risk appetite, and that still leans heavily on $BTC direction So, are we resetting for another rotation… or starting to see appetite actually cool off?

601123611.7K1
Onur 🍌🦍@0xc066d

Something’s off about how these recent hacks are happening. Already $600M+ lost in 2026, and it’s not really about smart contract bugs anymore Recent attacks are coming from: – Phishing + AI social engineering – Deepfakes impersonating teams – Supply chain hits on infra – Cross-chain weak points Kelp (~$293M) is a good example, failure wasn’t code, it was trust in the system around it At the same time, tools to attack are getting faster and easier to use So, the surface is expanding while defenses still look pretty basic How much of this is new risk vs outdated assumptions?

611615014.5K
Onur 🍌🦍@0xc066d

this is the part most gas discourse misses. for serious flow, the dominant cost is not fees. it is wallet observability. every visible rebalance, accumulation, or hedge leaks intent to searchers, copy-traders, and adversarial counterparties before finality.

51714111.7K
Onur 🍌🦍@0xc066d

Gold has been absorbing flows again as crypto keeps rotating inside its own loop. What made me look closer at @aynigold is the model. Most tokenized gold gives you exposure to the price of gold. @aynigold brings a different layer onchain by tying exposure to real mining capacity. Each $AYNI represents 4 cm³/hour in the Minerales SH concession in Peru. Stake $AYNI and receive PAXG, tokenized gold on Ethereum, with rewards linked to actual mining output from licensed operations in Peru. Sign Up here 🔗 https://www.ayni.gold/lp/lp-uz-en?utm_source=X&utm_campaign=onur That gives the model a far more direct link to real asset activity. The protocol relies on the fully licensed mining operations of Minerales San Hilario in Peru, and its smart contracts are audited by @CertiK and @peckshield. If more capital starts moving toward RWAs backed by real production and more predictable reward streams, models like this could sit in a category of their own.

50612712.6K
View more on →

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Latest X Posts

Onur 🍌🦍@0xc062d

So, Litecoin experienced a 13 block reorg… and it wasn’t as random as it sounds. A bug + DoS weakened part of the network, older nodes pushed invalid txs, then everything got rolled back once hashpower came back Nothing “lost” on main chain, but still messy. What I personally find interesting is that some devs think this wasn’t a true zero-day, more like something known and timed. This changes the read completely and highlights the usual weak point: lower hashrate chains + cross-chain activity. Do events like this start to change how people trust smaller L1s as collateral layers?

47162265.9K1
Onur 🍌🦍@0xc065d

Volume up, market cap down… that’s usually not strength. Memecoins just did ~$5.6B volume in a day (+100%+) while mcap dropped ~6%. More than fresh money coming in this is a churn → profit taking, quick flips, capital rotating. And it cooled fast too: volume already back near ~$3.6B Seen this before… activity spikes around hype, then fades once fast money exits Early-year move ($38B → ~$47B) already lost momentum, so this still feels like rotation, not expansion At the end of the day, memecoins are just a proxy for risk appetite, and that still leans heavily on $BTC direction So, are we resetting for another rotation… or starting to see appetite actually cool off?

601123611.7K1
Onur 🍌🦍@0xc066d

Something’s off about how these recent hacks are happening. Already $600M+ lost in 2026, and it’s not really about smart contract bugs anymore Recent attacks are coming from: – Phishing + AI social engineering – Deepfakes impersonating teams – Supply chain hits on infra – Cross-chain weak points Kelp (~$293M) is a good example, failure wasn’t code, it was trust in the system around it At the same time, tools to attack are getting faster and easier to use So, the surface is expanding while defenses still look pretty basic How much of this is new risk vs outdated assumptions?

611615014.5K
Onur 🍌🦍@0xc066d

this is the part most gas discourse misses. for serious flow, the dominant cost is not fees. it is wallet observability. every visible rebalance, accumulation, or hedge leaks intent to searchers, copy-traders, and adversarial counterparties before finality.

51714111.7K
Onur 🍌🦍@0xc066d

Gold has been absorbing flows again as crypto keeps rotating inside its own loop. What made me look closer at @aynigold is the model. Most tokenized gold gives you exposure to the price of gold. @aynigold brings a different layer onchain by tying exposure to real mining capacity. Each $AYNI represents 4 cm³/hour in the Minerales SH concession in Peru. Stake $AYNI and receive PAXG, tokenized gold on Ethereum, with rewards linked to actual mining output from licensed operations in Peru. Sign Up here 🔗 https://www.ayni.gold/lp/lp-uz-en?utm_source=X&utm_campaign=onur That gives the model a far more direct link to real asset activity. The protocol relies on the fully licensed mining operations of Minerales San Hilario in Peru, and its smart contracts are audited by @CertiK and @peckshield. If more capital starts moving toward RWAs backed by real production and more predictable reward streams, models like this could sit in a category of their own.

50612712.6K
View more on →