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Investment & Focus - Crucible's first investment was in Mira Network [1] - Mira is constructing a vertically integrated framework for AI-native applications [1] - Mira aims to make frontier models, distributed compute, onchain data, and agents accessible [1]

Partnerships & Integrations - Mantle 与美国商务部 (@CommerceGov) 和 Chainlink 合作，将关键的美国政府数据上链 [1] - 该合作旨在将美国政府的关键数据引入区块链领域 [1] Company Initiatives - Mantle 对参与此次集成感到自豪 [1]

On-Chain Data & Partnerships - US Government to distribute GDP data onchain [1] - Pyth Network selected by US Department of Commerce to verify and distribute economic data onchain [1] Solana Network Growth - Solana price reaches highest level since January [1] - Solana TVL (Total Value Locked) reaches All-Time High (ATH) [1] - Solana stablecoin supply reaches $12 Billion [1] Solana Ecosystem Developments - Kamino Finance Lend smart contract is now a verified onchain build, open-sourced, and has undergone 18 audits [1] - Jupiter Exchange Lend launched [1] - ThePrivacyCash launched Privacy Cash, positioned as the Tornado Cash of Solana [1] - Switchboardxyz announces SWTCH token [1] - Sanctum launches Sanctum V2 [1]

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Uniswap V4 Features - Uniswap V4 introduced hooks, a powerful feature enhancing flexibility for developers [1] - Hooks introduce complexity in handling raw on-chain data [1] Data Analysis - Token Terminal is decoding Uniswap V4's bit-packed swap data at scale [1]

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]