Alexis Sirkia

@AlexisYellow

Captain @Yellow

https://www.yellow.org

yellow.com

Joined December 2018

Alexis Sirkia
@AlexisYellow
11h
I was tracking protocol revenues across the blockchain industry, and the numbers felt completely wrong. Almost two decades after launch, the "Bitcoin company" generates $40M to $60M annually in transaction fees paid to miners. At the market cap of $1.3T When you subtract miner
Alexis Sirkia
@AlexisYellow
Aug 14
Alcatel dominated the ADSL chipset and equipment market in the 90s. But even millions of users didn't save the company from oblivion. Once the spinal cord of the internet, the company was rejected by the market. My interpretation is that investors and consumers couldn't care
Alexis Sirkia
@AlexisYellow
Aug 10
Arithmetics of drawdowns is savage. or simpler, what you win and what you lose are not the same. e.g. if your asset drops by 80% it must climb 400%. A 90% loss requires a 900% gain to recover. For this reason good traders manage the downside risk first.
Alexis Sirkia
@AlexisYellow
Aug 7
Something is afoot in Bhutan because it's not the first message I see signaling growing institutional interest in the region. In fact, a few established companies locked Bitcoin deals with Bhutan, which makes my heart pump a little faster, in a good way.
Cointelegraph
@Cointelegraph
Aug 7
🇧🇹 NEW: Bitget signs an agreement with Bhutan's Gelephu Mindfulness City Authority to explore a licensed crypto presence in the $100B economic zone.
Alexis Sirkia
@AlexisYellow
Aug 7
Bali, we're coming in two weeks! If you join Coinfest, let's catch at the Melasti beach or in the comments. Hopefully, see you soon.
Yellow
@Yellow
Aug 6
Bitcoin hit $126K, then crashed below $60K alongside massive ETF outflows. Is the bull market dead, or just resting? Catch Yellow Captain,Alexis (@AlexisYellow), representing Yellow at @CoinfestAsia as he unpacks the current state of the market. 📅 August 21, 2026 | 2:15 PM