4️⃣ Why it matters:🔹 Institutional flows from ETFs and funds are absorbing sell-pressure🔹 Supply held by long-term holders remains near record highs🔹 Miner capitulation hasn’t appearedOf course, market cycles evolve. Maybe this time, the rhythm stretches. Maybe we’re still mid-cycle. ...

Market Focus - Fundamentals are expected to drive significant institutional investment flows into the crypto market [1] - The industry should prioritize promoting crypto tokens with tangible cash flows, verifiable financials, and sustainable business models [1] - A focus on fundamentals benefits both value-oriented ('left curve') and growth-oriented ('right curve') investors [1] Investment Strategy - For value investors, the focus is on metrics like buybacks [1] - For growth investors, key metrics include annual revenue, P/E ratios, and DCF ratios [1] Industry Outlook - A return to fundamentals is considered a positive development for the crypto industry [1]

Institutional Investment - Institutional flows dominated Q3, driven by spot BTC and ETH ETFs attracting over $18 billion in inflows [1] - Public firms increased their BTC holdings by 190,000, representing 5% of the total supply [1] Altcoin Treasuries - Altcoin treasuries are increasing, with ETH, SOL, TRX, WLD, and ATH leading the way [1]

trying to subsidize shitcoins via short-term shills, paid spots, and supply control is one thingand it does work short termbuilding the foundations for trading all markets on the internet through ruthless focus on product, performance, and founders is anotherthese are not the same gamesthe former is similar to the days where certain NFT projects would leave the chain for a grant, I'm sure you remember what came afterthe latter is much more interesting and full of worthy competitors like hyperliquidwhat come ...

It's Q4 of the fourth year in crypto's 4-year cycle, and it's crypto's fourth cycle since Bitcoin launched in 2009. And this means it's going to be up only until the end of the year. Right. Right. Right.Well, not necessarily. Even though the end of the year has historically been bullish for the crypto market, it's not going to be plain sailing. In fact, history suggests that volatility is likely to increase as we approach crypto's cycle top.And that's why today we're going to tell you everything you need to ...

💡 Key Takeaways🔹 Track the impact of the 32nd auto-burn on July 10.🔹 Track meme coin volatility, high rewards & risks in low-float projects.🔹 Watch institutional flows into tokenized RWAs via Ondo Finance.Stay informed, stay ahead: https://t.co/6xHvdcNHCv6/6 ...