jujucrypt

Look, nobody's pretending things are great right now.

#Ethereum is down, #bitcoin is down, Your portfolio? Probably down. The whole crypto market has been getting beaten up worse than most people expected.

There's been massive selling, people getting liquidated left and right, and even some money quietly sneaking off to "safer" places like gold.

It's painful. And if you're holding $ETH , it's really painful.

Tom Lee who runs BitMine, a company that holds a ton of Ethereum admitted yesterday at the Ondo Summit that they're down billions of dollars on paper. Billions. With a B.
So yeah, he's feeling it too.
But Here's Where It Gets Interesting

Despite all that, Tom Lee isn't panicking. In fact, he's still bullish. Not just "hopium" bullish he's pointing to actual data that most people are missing while they're staring at red candles.

Here's the thing he noticed that's different this time:

In every previous crypto crash, when prices tanked, the networks died too.

People stopped using them. Transactions dried up. Money fled the ecosystem. The whole thing just... froze. Ghost town vibes.

But Ethereum? Right now? It's doing the opposite.
Even with ETH's price getting hammered:

More people are using it every single day. Active wallet addresses are climbing, not falling.Daily activity is speeding up. Transactions, swaps, interactions all going up.Total Value Locked (TVL) is rising. That's the money sitting in Ethereum apps like Uniswap, Aave, lending protocols. It's growing, not shrinking.
Think about that for a second.

The price is crashing, but more people are actually using the network. That doesn't usually happen. It's like a restaurant losing money but getting more customers every day eventually, something's gotta give.
Tom's point: The fundamentals don't match the price action. And when that gap exists, it usually corrects violently in favor of the fundamentals.
The Market Is Messy, But the Big Picture Is Changing
Here's what's actually happening in crypto right now, beyond the price drops:
Short-term pain: We're in a shakeout. Overleveraged traders are getting wiped out. Weak hands are selling. Volatility is brutal. This part sucks, and there's no sugarcoating it.
Long-term shift: Crypto is breaking out of the old 4-year boom-bust cycle. Tom calls it a "supercycle"basically, crypto is evolving from a speculative asset into actual financial infrastructure.

What does that mean in practice?

Big companies are tokenizing real assets. Stocks, bonds, credit, dollarsreal stuff is moving onto blockchains, mostly Ethereum.Stablecoins are exploding. People and businesses are using them for payments, not just trading.Regulation is starting to help. Instead of just cracking down, governments are creating frameworks that let crypto grow legally.

This isn't just hype. It's happening quietly in the background while everyone's distracted by price swings.

Tom's bet: Ethereum is becoming the base layer for this new financial system. And when that clicks for the broader market, ETH is going to rip hard compared to traditional assets like gold.

Oh, and About Vitalik...
Speaking of awkward timing.
While Tom Lee is out here defending Ethereum and talking about long-term fundamentals, Vitalik Buterin just sold $5.12 million worth of ETH this week.
Yeah. $5.12 million. This week.

Someone should probably tell him this isn't the best look right now.

Now, to be fair Vitalik sells ETH regularly. He funds projects, donates to charities, pays developers, supports Ethereum research. It's not necessarily a bearish signal. He's been doing this for years, and ETH has survived just fine.

But optics? Not great.

When the founder of Ethereum is dumping millions while retail holders are watching their portfolios bleed and Tom Lee is telling everyone to stay calm... it creates a vibe. A "do as I say, not as I do" kind of vibe.
Is Vitalik worried about ETH's future? Probably not. Does it feel a little off when he's selling during a massacre? Yeah, it does.

So What's the Play?
Tom Lee's take boils down to this:
Ignore the noise. Watch the data.

Price is down, but usage is up. That's rare and usually bullish.Crypto is transitioning from speculation to infrastructure. That takes time and hurts in the short term.The network is getting stronger, not weaker, even during this crash.

If you believe Ethereum will be the backbone of tokenized finance (and a lot of big money clearly does), then times like this are when you accumulate or hold tight.
If you don't believe that, then the current price action is just confirming your thesis, and you should probably exit.

But if you're somewhere in the middle bleeding, frustrated, but not ready to give up Tom's message is basically: "The fundamentals are improving. The price will catch up."

Whether that happens in 3 months or 3 years? That's the bet you're making.

Bottom line: It's a brutal market. No one's denying that. But underneath the pain, Ethereum's actual usage is growing, not shrinking. That's unusual. And if Tom Lee is right, that divergence won't last forever.

Just maybe don't expect Vitalik to stop selling anytime soon.

What do you think are the fundamentals enough to ignore the price action, or is this just copium? Drop your thoughts below.

I wasted months decorating charts with every indicator TradingView offered. RSI, MACD, Ichimoku clouds a rainbow mess that told me nothing.
Turns out, watching price is more useful than watching lagging math formulas. Who knew?
Price Moves First, Indicators Cosplay Later
Every indicator is just price in a costume. Before RSI crosses 30, price already dropped. Before MACD prints a signal, price already moved.
So I started watching price and asking simple questions: Who's winning? How strong is the move? What happens at key levels?

Reading momentum through candlesticks: Bearish pressure → Bullish momentum → Consolidation

Support and resistance became my foundation not textbook theory, but levels where price actually reacts because the market respects them.
Support and Resistance: Betrayal Included
Support = buyers step in and push price up. It's a floor.
Resistance = sellers step in and push price down. It's a ceiling.
Here's the fun part: these levels switch sides like opportunistic politicians. Support breaks and becomes resistance. Resistance breaks and becomes support.
→ Why Support and Resistance Actually Work
These aren't magic lines. They're psychological and structural zones where:
→ Traders remember previous prices. If BTC bounced at $76,000 twice, bulls remember that level worked before. They're more likely to buy again there.
→ Stop losses cluster. Bears who sold at $80,000 placed stops just above. When price breaks through, those stops trigger as buy orders, pushing price higher.
→ Limit orders pile up. At round numbers and key levels, order books show massive limit buy/sell orders waiting.
→ Institutional levels matter. Big players have average entry prices they defend. When price returns to their cost basis, they add to positions.

How I Actually Mark These Levels
I don't draw lines randomly. Here's my process:
→ Multiple touches matter. One bounce could be luck. Two bounces is interesting. Three or more bounces? That's a level the market respects.
→ Price doesn't need to hit exactly. Support isn't a single price it's a zone. BTC might bounce at $76,100, then $75,900, then $76,050. That's still the same $76K support zone.
→ Time adds weight. A level that held for months is stronger than one that held for days. The longer price respects a level, the more significant the eventual break.
→ Volume confirms importance. Heavy volume rejections at a level mean it's defended strongly. Light volume bounces are weaker and more likely to break.

The Support-Resistance Flip Explained
This is where it gets interesting.
Example 1: Support Becomes Resistance
$BTC bounces at $76,000 three times over two weeks. Bulls defend this level hard. Then selling pressure increases, price breaks below $76,000 on high volume, and drops to $74,000.

What happens next?
When price tries to recover and climbs back toward $76,000, it faces resistance. Why?
→ Bulls who bought at $76,000 are now underwater. When price gets back to their entry, they sell to break even.
→ Bears who shorted the break are taking profits at $76,000.
→ New bears see $76,000 as a proven resistance (previous support) and sell there.
That previous support floor just became a resistance ceiling.
Example 2: Resistance Becomes Support
$ETH faces resistance at $3,000. Price gets rejected there twice, dropping back to $2,800 both times. Then momentum shifts. Buyers push through $3,000 on heavy volume and price runs to $3,200.

Now price pulls back. What happens at $3,000?
→ Bulls who missed the breakout buy the pullback at the proven level.
→ Bulls who bought the breakout add to positions, defending their entry zone.
→ Bears who shorted at $3,000 covered at a loss. They're out of the picture.
→ New bulls see $3,000 as previous resistance flipped to support.
That ceiling just became a floor.

Top: Support becomes resistance after break. Bottom: Resistance becomes support after breakout.

The Retest Is Everything
When a level breaks, the retest tells you if it's real or fake.
Strong break: Price breaks support/resistance decisively on high volume, moves away quickly, then retests the level from the other side. The retest holds (previous support now acts as resistance, or vice versa). This confirms the flip. High probability setup.
Weak break (fakeout): Price barely breaks through on low volume, doesn't move far, and quickly reverses back through the level. This means the break failed. The original level still holds.
I wait for the retest before entering. It's the difference between catching a real trend change and getting faked out.
Levels That Actually Matter
Horizontal Levels – Multiple reaction points. These have proven themselves.
Swing Highs/Lows – Previous battle zones with historical context. More reliable than random round numbers.
Psychological Levels – Round numbers ($50K, $100K). Humans love round things. Order books pile up here.
Moving Averages – 50 MA and 200 MA on daily charts. When price respects them, they matter. When it doesn't, I pretend they don't exist.
Trendlines – Price + time + momentum. Shows the slope and strength of a trend, not just a static price point.
Trendlines: Support and Resistance With Attitude
Trendlines are dynamic levels that move with price. Unlike horizontal support/resistance which are static, trendlines show you the slope, speed, and strength of momentum.
How to Draw Trendlines Properly

For uptrends: Connect at least two higher lows with a straight line extending forward. The line acts as dynamic support.
For downtrends: Connect at least two lower highs with a straight line extending forward. The line acts as dynamic resistance.
Key rules I follow:
1. Need at least 3 touches for confirmation. Two points make a line. Three touches confirm the market respects the trendline.
2. Don't force the line. If you're twisting your chart to make touches fit, the trendline isn't valid.
3. Wick touches count. Price doesn't need to close on the line. Wicks testing and rejecting the trendline are valid touches.
4. Steeper = weaker. Aggressive trendlines (steep angles) break faster. Gradual trendlines show sustainable momentum.
Trendlines tell you more than just direction they tell you the story of momentum.
Candlesticks Need Context or They're Useless
For months I thought candlestick patterns were magic. "Hammer = buy!" Yeah, no.
Hammer at support in a downtrend = buyers rejected lower prices. Hammer in the middle of nowhere = just Tuesday.

Shooting star at resistance in an uptrend = sellers taking control. Shooting star mid-range = noise.

Dojis/spinning tops = indecision. Only relevant near key levels. Everywhere else, they're just candles having an identity crisis.

Hammer at support (bullish reversal), Shooting star at resistance (bearish reversal), Doji at key level (indecision)
Real Trade I Took (And Didn't Screw Up)
BTC approached $76,000 support on 4H:
1. Level: Two prior bounces here. Proven support.
2. Volume: Selling pressure fading as price neared $76K.
3. Candle: Hammer formed at support with long lower wick.
4. Confirmation: Next candle closed green, volume increased.
Entry: Above hammer high. Stop: Below $75,500. Target: $78,500.
Result: Hit target.

Early mistake: I used to enter on the hammer alone. No confirmation, just vibes. Got wrecked repeatedly before learning to wait one candle. Patience isn't "missing the move"it's not being stupid.
Daily Process
1. Watch price on 1H, 4H, daily charts.
2. Mark support/resistance at actual reaction zones.
3. Draw trendlines for momentum structure.
4. Observe candle behavior at levels + volume.
5. Ask: Who's winning? Momentum continuing or dying?
Some days I'm right. Some days the market reminds me I'm still learning.
What Actually Matters
TA isn't about predicting the future. It's about reading context, managing risk, and not forcing trades out of boredom. Support, resistance, and trendlines build that context.
I'm still learning. Still making mistakes. Still getting humbled.
But at least now I know why I'm wrong. Progress.

I remember the first time I came across $ZAMA last year. It was during the InfoFi wave, and what stood out was how Zama was actively rewarding content creators through a campaign that had its own leaderboard.

It wasn’t just talk people were getting recognized and rewarded for contributing.
Of course, like most campaigns at the time, there were complaints about bot accounts and fairness.
But fast forward to today, and Zama has grown far beyond that early phase. So here’s what Zama is actually about, and why it’s getting so much attention now.
Zama is an open-source cryptography company focused on Fully Homomorphic Encryption (FHE). In simple terms, FHE allows blockchains and applications to process data while it stays encrypted.
The data is never exposed, even while it’s being used. This matters because most blockchains today are public by default balances, transfers, and smart contract activity are visible to everyone.
Zama’s goal is to bring real privacy to blockchain without breaking how existing networks work.
With its technology, developers can build private smart contracts, confidential DeFi with hidden balances and transfers, private airdrops, encrypted AI and machine-learning systems, and even privacy-focused real-world asset applications.
All of this runs on existing chains like Ethereum, with more chains planned. That’s why many people describe Zama as the “HTTPS moment” for blockchain public systems, but with privacy built in.
The timing is also important. As of February 2, 2026, the ZAMA token just went live and became claimable. Privacy narratives usually heat up after long bear markets, when the focus shifts from speculation to infrastructure.

Going into 2026, confidential infrastructure is becoming a serious topic, and Zama sits right at the center of it.
This isn’t just theory. Zama’s mainnet is already live on Ethereum, and the team successfully ran the first encrypted ICO using FHE.
They also have integrations and partnerships with established players like Ledger and Fireblocks, which shows the tech is moving beyond research into real usage.
Demand for the token was strong. The public auction was heavily oversubscribed, with estimates ranging from around 218% to over 300%. Thousands of people tried to participate, and not everyone got filled. Soon after, listings on exchanges like Binance Spot, Bybit, and Bitrue brought even more visibility and volume.
Community dynamics added another layer. Early supporters, including OG NFT holders, were able to access tokens at much lower prices than the public auction.
That created early winners and naturally drove more discussion around the project.
The ZAMA token itself has clear utility. It’s used for network fees, staking, and governance.
Its long-term value depends on whether the privacy technology actually gets adopted things like confidential DeFi, private stablecoins, and cross-chain privacy use cases.
Before the token launch, Zama had already raised over $150 million from venture capital, reaching unicorn status with backing from firms like Pantera and Multicoin. That funding helped move the project from research into production.
The public token sale followed a sealed-bid Dutch auction format held between January 21 and 24, 2026.
Around 11,000 participants committed between $118 and $121 million, but the auction cleared at $0.05 per token, meaning only about $44 million was actually raised.
Roughly 8% of the total supply was sold, with excess funds refunded. Including community and post-auction allocations, total public funding came to around $54–55 million.
All tokens are fully unlocked and claimable as of today, which explains the volatility seen after launch.
At its core, Zama isn’t about hype or quick trades. It’s about solving privacy at the infrastructure level one of the hardest problems in blockchain.
Whether it becomes foundational technology will depend on real adoption over time.
But now, the story of Zama, where it started, and why it matters today should be much clearer.
If you want this slightly more personal, more neutral, or reshaped into a thread, I can tune it exactly to your publishing style.

We all know names like James Wynn, BitcoinOG, Machi Big Brother traders with big bags, taking massive leverage on $BTC , $ETH , and several other pairs.

They looked confident.
They looked experienced.
And for a while, they were winning.
These three names along with five others once made huge profits on #Hyperliquid . At different points, they looked unstoppable. Big wins, public attention, and confidence backed by real results.
Yet every single one of them eventually got wiped out.
That’s not because they were bad traders.
It’s because leverage doesn’t forgive mistakes and the market always finds one.
Leverage works best when conditions are clean and trending. But when the market turns choppy or aggressively bearish, leverage becomes a trap. Small moves against your position suddenly matter far more than they should.
A piece of advice from a KOL really stood out to me:

“Take it from someone who’s been wiped out many times.
I don’t care how good you are with leverage, you’re one bad decision away from getting stuck and eventually getting completely wiped out.”
That advice matters because it removes ego from the conversation.
Skill helps, but it doesn’t protect you from volatility, emotions, or sudden market shifts.
Right now, the market is in a critical phase.

Bears are in full control. Sentiment is heavy, and price movements are sharp and aggressive. In conditions like this, many traders feel a strong urge to short often using high leverage because the direction looks obvious.
But obvious trades are usually crowded trades.
When too many people are positioned the same way, price doesn’t move in a straight line.
It pauses, spikes, and hunts liquidity. Stops get taken. Liquidation levels get targeted. Even solid trade ideas can fail simply because of where liquidity is sitting.
This is where many traders get trapped.
They’re right on direction but wrong on leverage, timing, or position size.
High leverage leaves no breathing room. A small bounce against your position can push you into a liquidity zone and force a liquidation long before your idea has time to play out.
That’s why this is not the time to rush trades.

This is a time for patience.
For smaller size.
For lower leverage or no leverage at all.
Trading with a calm mind matters more now than ever. Emotional decisions, revenge trading, and overconfidence get punished quickly in markets like this.
Sometimes, the smartest move is to step back, observe, and protect capital. The market will always offer another opportunity but only if you’re still around to take it.
Survival comes first.
Because staying in the game beats being right once and gone forever.

While most people watch Ethereum’s price bounce up and down, Tom Lee is playing a much bigger game.

The former Wall Street strategist and co-founder of Fundstrat Global Advisors isn’t just “bullish” he’s chasing what he calls the Alchemy of 5%: a small slice of Ethereum that could control the future of finance.

Lee spent decades in traditional finance doing macro and equity research, and was one of the first legacy analysts to publicly defend crypto. In 2014, he co-founded Fundstrat, covering Bitcoin and Ethereum long before most of Wall Street even paid attention.
By 2025, he became Chairman of BitMine Immersion Technologies a company that pivoted from Bitcoin mining to building a massive Ethereum treasury.

His strategy is simple but massive: buy ETH aggressively and stake it. BitMine started 2025 with zero ETH, raised hundreds of millions through placements, and by late 2025 held over 4 million ETH, worth more than $12 billion over 3.5% of all Ethereum. No other corporate treasury comes close.

Lee stakes his ETH at scale, turning it into a yield-producing balance sheet. By January 2026, more than 2 million ETH were actively staked, generating hundreds of millions in annualized rewards.

At the same time, he launched MAVAN (Made in America Validator Network), aiming to become the largest and most reliable Ethereum staking operator.

Lee believes Ethereum isn’t just a crypto asset it’s the backend of Wall Street. Stablecoins, DeFi apps, tokenized stocks, bonds, and real estate will all run on Ethereum. He predicts ETH could reach $7,000–$9,000 in 2026, and $20,000 long-term, as adoption accelerates.

Whether $ETH sits at $2,800 or climbs past $12,000, Lee keeps buying. He sees himself not just as an investor, but as the builder of a global digital financial system. By 2026, he believes Ethereum will be the settlement layer for the global economy and he will hold the keys.
#Ethereum

January 31st came with another market dip, and let’s be honest crypto felt it the most.

$BTC has been hovering around the $74k–$76k range, and while stocks also pulled back, the long-term outlook there still feels a bit more stable.

Moments like this are usually where people get stuck.
Do you sit in stables?
Do you keep farming?
Do you wait things out?
What’s different now is the range of options available.
We’re seeing platforms approach this from different angles. Centralized exchanges like Binance are expanding deeper into TradFi and stock trading. On the DeFi side, STON.fi is doing it through XStocks bringing stock exposure on-chain, alongside farming, staking, and swaps.
For users, this isn’t about choosing one over the other. It’s about flexibility.
On days when DeFi yields make sense, you farm or stake.

When the market feels uncertain, you can rotate into stocks without fully stepping away from crypto.
We’re only entering the second month of the year, and already the idea of moving between DeFi and stocks feels less experimental and more practical. It gives users a way to stay active during volatility instead of feeling stuck.
And honestly, that’s what matters most in markets like this having options, staying flexible, and not being forced into a single strategy.
That’s what’s starting to click now.
#BTC