hmmmAnsem (@blknoiz06):memecoin mania + bitcoin all time highs while most altbtc pairs get hit -> profit taking into alt leaders [SOL + others] -> SOL ATHs + more solana eco tokens + new dApps releasing -> new L1 launches [Bera / Anoma / Sovereign] -> consolidation of majors -> ETH + 4844 szn -> Monad ...

Market Analysis & Investment Strategies - The market may be coiling beneath the surface, suggesting potential for future movement [1] - Altcoins might experience a "hate rally" [1] - Valuation metrics indicate surprising accumulation trends [1] Onchain Data Insights - Discussion of BTC onchain data and its relation to price [2] - Analysis of ETH and Solana onchain data [2] - Examination of the Altcoin Season Index [2] Portfolio & Asset Allocation - Sharing of current portfolio moves, including high-beta bets like Pepe and ENA [1] - Bull case for beta assets is presented [2] - Discussion on how to value an L1 (Layer 1 blockchain) [2] Macroeconomic Factors - Macro triggers that could spark the next leg up are laid out [1] - Consideration of the macro setup in relation to Liquity [2] Specific Projects & Concepts - Ethena is mentioned with a dedicated memo [2] - Discussion of crypto equities [2] - Rethinking conviction in a naturally extractive market, referred to as "The HODLer's Fallacy" [2]

Market Analysis & Investment Thesis - The market sentiment suggests altcoins are currently undervalued and potentially poised for a rally, despite prevailing skepticism [46][49] - Bitcoin's price is range-bound due to existing holders selling, necessitating new money inflow for a breakout [22][23] - Long-term Bitcoin holder supply is at all-time highs, indicating a strong base for potential future price appreciation [34][36] - Illiquid Bitcoin supply is also at an all-time high, suggesting strong holder conviction and a solid foundation [37][38] On-Chain Metrics & Valuation - ETH and Solana are trading near their cost basis, suggesting fair value and potential buying opportunities [64][66] - ETH's market cap has historically bottomed when touching the ecosystem's Total Value Locked (TVL), indicating a potential floor [74][75] - ETH is currently trading just below its 4-year moving average, historically a good buying zone [80][81] - Pepe, as a high-beta asset, may outperform ETH, with its Market Value to Realized Value (MVRV) ratio indicating a potential buying opportunity [88][90] Altcoin & DeFi Projects - Athena (ENA) is a yield-bearing stablecoin with a reflexive mechanism tied to ETH's funding rates, presenting a bull market play [104][105] - Athena's stablecoin supply could potentially reach $20 billion, contingent on open interest in Ethereum, which may drive token rally [120] Macroeconomic Factors & Liquidity - Global liquidity is a key driver for crypto markets, with potential rate cuts from the Federal Reserve and fiscal spending being key factors to watch [139][150] - Historical data shows an inverse correlation between the Fed funds rate and ETH price, suggesting potential upside for ETH when rates decrease [153][154]

RT Crypto Seth (@seth_fin)USELESS coin turning green on the day is ABSOLUTE CINEMA. +6.22% 😆 Retest succeeded support held.Out of all my #Altcoins, it is the only one today that is green.As mentioned all that follows me knows I have a portfolio of the best altcoins crypto has to offer.Out of ~50 Altcoins including ETH and SOL SUI. Only one is green today. The most USELESS of them all.What does this tell me? Whales are not selling their holdings.Are we now seeing a new main character rise?I think there is a ...

ETF's are coming and it is looking GREAT for the old altcoins (DINO COINS) such as Litecoin, XRP, Cardano, Solana, Dogecoin and of course, Bitcoin. ●▬▬▬▬▬▬CRYPTO CRITICAL VIDEOS▬▬▬▬▬▬▬● WHY & WHEN I'M SELLING 80% of my CRYPTO 2025 - https://youtube.com/live/bFg81hf54X8 STRESS FREE PROFIT TAKING (NEW/EARLY CRYPTOS) HALF & HALF METHOD - https://youtu.be/kXZ-aW5FIP8 100K POOL JUMP - https://www.youtube.com/watch?v=7sjYqZyCRBs DYNAMIC DCA'ing - https://www.youtube.com/watch?v=Dbd03iAw0HQ WHY STORAGE DIVERSIFICA ...

Market Trends - Perpetual funding rates reveal interesting trends for top altcoins [1] - $BTC kicks off the seasonally weak third quarter on a dull note [1]

Well, Bitcoin has been on a tear in 2025, up nearly 15% and notching all-time highs. But comparatively, altcoins, they have lagged with the market vector digital asset 100 small cap index showing over $300 billion of market value wiped out. For more, I want to bring in Noel Aches, who is the author of crypto is macro now Substack.Great to have you here with us. So, first just just take us into your assessment of why altcoins are seeing this move while Bitcoin is notching new record highs over the course of ...

In my opinion, the real capitulation event hasn’t happened yet.• $BTC below 100k → 92–93k• $BTC below 92–93k → 60–70k (potential bottom)If the idea plays out, alts could drop another 50%-80%.I’m net short since late May, mostly altcoins, and adding more. ...

Most of the so-called altcoins once touted as competitors to the original cryptoasset are nursing steep declines, with more than $300 billion of market value wiped out so far this year https://t.co/Abki4F7nqG ...

Hey everyone and thanks for tuning back into the cryptoverse. Today we're going to talk about Bitcoin and we're going to be discussing the social risk. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at intothecryptoverse.com. Let's go ahead and jump in. So, Bitcoin right now is at $107,000. What's really interesting about this cycle that, you know, feels certainly different than cycles in the past ...