Market Overview - The crypto market has turned green across weekly, daily, monthly, and yearly timeframes, indicating a broad recovery [1] - Despite the recovery, significant sell pressure and negative price action persist, suggesting the market is not yet entirely out of the woods [2] - The total crypto market cap is hovering around $378 trillion, with the altcoin season index at 48 out of 100, indicating neutral territory [5] Cryptocurrency Performance - Bitcoin is approaching $110,000, up approximately 18%, while Ethereum is down about 1% at around $4,300, and XRP is around $277 [3] - Ethereum needs to create higher highs, with a key level to watch being $4,884; closing above this could signal a broader altcoin market rally [16][26] - XRP's price action is expected to be relatively uneventful until the market opens, with potential targets including the December 2024 highs and the May highs around $260 [4][27] Market Sentiment and Future Outlook - The Fear and Greed Index remains at 39, indicating fearful levels, reflecting uncertainty about the market's next move [7] - The analyst remains bullish on crypto for September, anticipating a potentially strong month, especially with the Fed FOMC meeting and the possibility of a rate cut [10][11] - The US M2 money supply has reached a new all-time high of $2212 trillion, suggesting increased liquidity that could drive the market higher [33] External Factors and Potential Catalysts - A Tuesday announcement from President Trump could introduce volatility into the market, though such announcements often prove to be non-events [30][31] - Money market funds in the US hold $721 trillion, with approximately $3 trillion held by retail investors, representing significant sidelined capital [35] - Gold has reached a new all-time high, and stocks are at historically expensive valuations, indicating a generally bullish environment where crypto could play catch-up [36]

Investment Thesis - Onondo (ONO) is considered undervalued at $0895 per token, presenting a buying opportunity [1] - The project has the potential to reach a $100 billion market capitalization [1] - A significant announcement is expected within 48 hours, potentially increasing visibility [1] - $5 to $10 is a fair price target for Onondo this cycle [1] Tokenization Market and Onondo's Role - The tokenization market is expanding, with nearly $8 billion tied to it, and public networks holding almost $16 billion [1] - Tokenized stocks currently have a small market value of $342 million due to the lack of a major exchange for 24/7 trading [1] - Onondo is positioned to facilitate Wall Street 20 by enabling 24/7 trading of tokenized stocks [1] - Onondo is launching over 100 tokenized stocks and ETFs, aiming to revolutionize capital markets [7][8][9] Regulatory and Compliance - Onondo's General Counsel will engage with the SEC Commissioner to discuss policy and regulation [12] - Onondo emphasizes investor protection through bankruptcy-remote structures, regulated custody, full reserve backing, and overcollateralization [13][14][15] Partnerships and Connections - Onondo has connections to major players like Stellar, Ripple, Chainlink, BlackRock, JP Morgan, and Wells Fargo [17]

So the weekly closes in and let's just be honest, it was not good. So last night we talked about the levels that we needed to close over. We did not get that which means yes, we could see a little bit more bearish price action in the market.This is why we always focus on TA. I know a lot of people don't like TA. They don't think that it matters at all, but let's just be honest here.TA is crucial in this space. If you're looking at the long term and you don't really care about TA and you're just holding and ...

Investment Thesis - Axelar is currently undervalued and overlooked in the market, presenting a potential investment opportunity as the altcoin season approaches [1][2][30] - The project is trading near all-time lows, similar to levels in October 2023, while many other old coins have seen significant gains in the past year [2][10] - The analyst believes Axelar will be a major winner this cycle due to its connections, announcements, and chart patterns [3] Network Activity and Fundamentals - 417 million Axelar tokens are staked, representing 344% of the 121 billion total supply [3][4] - The network experiences 38% annual inflation [4] - Cross-chain activity includes almost 8 million transactions and almost 2 billion in volume [4] - Total Value Locked (TVL) is approximately 126 billion, with over 1100 GMP (General Message Passing) contracts across 81 connected chains [4] - Interchain activity shows 115 thousand transactions and 150 million in volume over the last 30 days [7] Technological Developments and Partnerships - Axelar launched the Mobius Development Stack (MDS), which is expected to be crucial for the future of the space and is already being utilized by projects like Sooie, Ripple, Bass, and BNB [5][6] - Axelar and DAL, a leading mobile payment company in Korea, have partnered to build an integrated stablecoin ecosystem [21][26] - The partnership with DAL aims to create a safe and regulation-friendly global standard platform for stablecoins, leveraging Axelar's infrastructure for issuance, distribution, and settlement across 80+ blockchains [23][25][27] Developer Activity and Market Cap Comparison - Axelar ranks fifth in top 10 RWA (Real World Asset) crypto projects by developer activity, surpassing projects like Chia, Vchain, Injective, and Hedera [13][14][15] - Axelar has 8147% developer activities in the last 30 days [16] - Axelar's fully diluted market cap is 375 million, significantly lower than projects with less developer activity, such as Hedera (1029 billion) and Injective (145 billion) [15][16][17] Ecosystem Expansion - Fullport Finance, a trading platform for perpetuals, is powered by Axelar infrastructure [18] - Axelar is supporting the launch of various projects, which are expected to drive value and volume to the network [19]

Over the years, we have dealt with so much FUD around XRP. Initially, a lot of it was coming from, you know, Bitcoin maxis. Then it was coming from Ethereum maxis.Now you have chain link maxis hating on XRP. It just feels like XRP is the most hated crypto out there. And I seriously have no idea why.I don't know why XRP is so hated. I don't know why everyone dislikes what Ripple is doing. I just I really don't see the big problem here. I don't see why XRP is that, you know, outcast in this market and everyon ...

Market Overview & Sentiment - The crypto market is showing signs of a bounce, with Ethereum outperforming Bitcoin [1][2] - Altcoin season may be approaching, indicated by rising altcoin dominance and a drop in Bitcoin dominance [2] - Market sentiment is shifting, with increasing negativity potentially signaling a buying opportunity rather than a cycle top [4][5][6] - The Fear and Greed Index is hovering around 40, suggesting a neutral market sentiment and a potential bounce area [2] Key Levels & Technical Analysis - Bitcoin needs to close above $109,000 on the weekly to signal strength and reclaim January highs [3] - Ethereum needs to hold above $4,200 and break above $4,800 to form a bullish structure [3] - XRP needs to flip $3.08 to reclaim bullish structure, with a key support level at $2.76 [3] - The crypto market cap is aiming to break above $4 trillion, a significant milestone [2] Altcoin Season Indicators - The Altcoin Season Index is at 59 out of 100, suggesting increasing altcoin activity [2] - Bitcoin dominance is nearing a key level of interest at 56.94%, further supporting altcoin growth [2] - The altcoin market (excluding the top 10) needs to reclaim 8.87% to confirm strength [2] Future Outlook - The first half of September may be boring or slightly negative, but the latter half, leading into the FOMC meeting, is expected to be bullish [20] - October is anticipated to bring a full market recovery and a return to the upside [20] - Ethereum is expected to make new all-time highs, driving price discovery and benefiting altcoins [10][11][12]

If you looked at the H bar price chart today, you would probably not even guess that August was a huge month for HAR because again, price action didn't show that. However, it was a very big month for HAR. And it seems as though a lot of these announcements are now starting to become much bigger than before.And I've been talking about this for a bit of time now, just kind of addressing the scope of some of these announcements, like the one recently around tokenization. It was with the FX market in the UK whi ...

Market Manipulation & Volatility - The analysis suggests potential market manipulation, particularly heading into weekends, with references to actions reminiscent of earlier in the year [1][2][19] - The report anticipates volatile swings in the crypto market over the Labor Day weekend due to market manipulation [28] - The analysis highlights the impact of Trump's statements on tariffs, causing confusion and pressure on price action in both crypto and stock markets [22][23] Crypto Market Analysis - The crypto market experienced a rough week, with most altcoins down over 6%, HBAR down 93%, XLM down 133%, and Ethereum down 82% [3] - Bitcoin reached 1078 thousand, with the analysis suggesting a potential bottom is near, but a close below 101 thousand on the weekly or 1056 thousand on the daily should be avoided [3][11][31][32] - Ethereum is considered a key indicator for altcoin performance, with the analysis watching for a potential breakout [14][15] - XRP is currently stronger than Bitcoin, but a loss of August lows could lead to a target of $236 to $260 [9][34] - The market cap of crypto is approximately 374 trillion, down from a high of 419 trillion on the 13th [7] - The Altcoin Season Index is at 58 out of 100, indicating altcoins are currently stronger than Bitcoin and Ethereum [9] Fear and Greed Index - The Fear and Greed Index is at 39, indicating fearful levels, the lowest since June [8] S&P 500 Analysis - The S&P 500 closed at approximately 6460, reaching a new all-time high of approximately 6500 on Thursday [29] - The analysis suggests the S&P 500 will likely continue higher, despite discussions around tariffs and trade wars [30] Investment Strategy - The analysis advises preparing for volatility and having stablecoins ready, suggesting potential buying opportunities next week [37] - The report emphasizes that this is not a time to be concerned or shaken out of the market, as a major move to the upside is expected [6][21] Economic Outlook - The analysis anticipates potential rate cuts by the Federal Reserve in September, despite the reintroduction of tariffs [38]

I honestly can't stress it enough. When we think about this space, when I look at certain projects in this space, I don't immediately go into the competitive mindset. I'm not thinking that XRP is better than XLM. I'm not thinking that XLM is better than XRP.I look at this market in a in a sense of how can these two complement each other. How can both of these be like working together. You know, for the longest time, XRP and XLM, I've always said, you know, XRP is more B2B.XLM is more P2P, right. Banks versu ...

Real World Asset (RWA) Tokenization - RWA on-chain value has increased by almost 10% in the last 30 days [1] - The value on public networks is almost $16 billion, a 10.62% jump in the last 30 days [1] - Since the beginning of the year, the total RWA value on public networks has almost doubled, adding approximately $9 billion [1] - Stable coin market cap is up 54% in the last 30 days, equivalent to $210 million [1] - Clear Bank estimates that 2.2% of $2.2 quadrillion worth of equities, bonds, real estate, and derivatives will be tokenized [10][13] XRP Ledger and Derivatives - XRP ledger has grown substantially over the last 30 days, up 21.45%, almost $25 million [1] - Derivatives have always been a main focus for the XRP ecosystem due to the value tied to them [2][4] - Ripple's acquisitions and partnerships support the development of derivatives on the XRP ledger [8] - XRP ledger EVM side chain enables more use cases and supports advanced derivatives [4][7][8] Coinbase and Tokenization - Coinbase is developing an "everything exchange" to tokenize equities and other assets [1] - Coinbase aims to offer millions of assets, derivatives, and tokenized equities in one place [1] - Coinbase believes all assets will inevitably move on-chain [1] Market Cap and Valuation - Traditional market cap valuations may not accurately reflect the potential value of blockchain networks [22][23][26] - The value moving on-chain, TVL, and DeFi activities should be considered when evaluating the potential of projects [26] - The tokenization of $2.2 quadrillion could shift the market perspective and increase the value of projects like XRP [21][28]