XRP's July euphoria left the market top-heavy. The inevitable retracement—amplified by whale profit-taking and crypto's broader selloff—pushed prices down more than 45% from peak levels, creating the setup for whether XRP ETF inflows can reverse this decline.Moreover, whales took profits after the rally. Approximately 200 million XRP ($400 million at the time) was sold by whales in late November 2025, likely locking in gains from the summer surge. The broader crypto market lost over $1 trillion in value fro ...

Group 1 - Tom Lee predicts Ethereum (ETH) could drop to $2,500 before entering a supercycle that could see prices rise to $7,000–$9,000 within weeks [1][4] - Bitmine Immersion Technologies Inc has accumulated approximately 3% of the total ETH supply and aims to reach 5%, which is seen as a critical threshold for creating scarcity [2][3] - The consolidation of ETH supply by Bitmine is viewed as a potential controlled supply squeeze, which could lead to structural pressure in the market if demand increases [3][4] Group 2 - If Ethereum drops to $2,500, it presents an asymmetric buying opportunity, where forced sellers meet a strong buyer, potentially leading to a market pivot [4] - There is speculation that Bitmine's actions may be setting the stage for a liquidity shock, which could result in late-movers facing challenges in finding Ethereum to purchase [5][6] - The market dynamics may shift rapidly, with the potential for a quick rebound that outpaces traditional market adjustments [5][6]

Production Capacity - Gautam Adani's copper smelter in Gujarat is operating below full capacity due to a global supply squeeze [1] - The plant has a capacity of 500,000 tons per year [1] Financial Implication - The copper smelter represents a $1.2 billion investment by Gautam Adani [1]

Market Strategy - The industry should ignore short-term market volatility, which is considered a learning curve for exiting the debt-funded system [1] - The industry should focus on the "Sound Money" signal, specifically the relentless supply squeeze [1] - The recommended strategy is to hold through the volatility instead of trading it [1]

Launch & Airdrop Speculation - Monad launched on October 14th [1] - Polymarket insiders are betting 70% against Monad airdrop claims completing by October 31st [1] - Claim portal launched on Tuesday but was non-functional for weeks [1] Tokenomics & Valuation - Cards are trading at $30,000 to $75,000 over-the-counter (OTC) with a total supply of only 10,000 [1] - Paradigm's first Layer 1 (L1) lead has a fully diluted valuation (FDV) of $9.5 billion, down from a peak of $20 billion [1] Network Performance & Supply Dynamics - Delayed claiming is creating an artificial supply squeeze on a 10,000 transactions per second (TPS) chain [1] - The chain is reported to be functional [1]

Supply Dynamics - Spot ETF buying generates a supply squeeze due to $27 billion inflows [1] - The cycle continues until supply elasticity kicks in or price sensitivity hits a ceiling [2] Market Perception & User Behavior - Rising prices and AI tools on retail platforms attract more users [2] - ETF conviction is validated, driving further buying [2] Potential Outcomes - Reality shapes perception, which in turn shapes reality [2]