jon
@jonbray.eth
Thesis: Monero strength front-runs broader crypto recovery there's a huge amount of capital building up anonymous bags during this accumulation cycle using Monero and I haven't seen anyone talking about it I’ve noticed over the last few months that XMR volume and price consistently increasing as the market corrects, especially for ETH where there's an almost perfect inverse correlation. I don't think it's just a random decoupling, but intentional obfuscation when whales or institutions want to reposition into say, ETH quietly, there's really only one path: ETH → XMR → wait → re-enter to clean wallet if this is the case, then XMR volume surges at key levels—especially when price is diverging from the broader market—could be high-conviction early signals of capital rotation back into other assets and a strong entry point and there's your alpha for today
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thoughtcrimeboss
@thoughtcrimeboss
Monero has been super strong during corrections on a relative basis which has been nice to see. However couldn't institutions just do OTC deals if they wanted to quietly buy ETH? Has there been any evidence of institutions using Monero? That would surprise me honestly because of how hard it is to find liquidity for large deals post delistings. I think there is a different explanation for the strength in Monero and that it is at least partly due to Bitcoin users starting to use it after Samourai Wallet went down. It seems XMR has become much less taboo recently among bitcoiners who normally avoid altcoins like the plague. Bitcoin privacy tooling took a huge hit when Samourai's coordinator went down and XMR was ready to offer those users an alternative.
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