The smaller cryptocurrency market is facing strong selling pressure, with data indicating a clear downtrend. The analysis shows that 808 assets recorded a decline, while only 206 managed to rise, consolidating a hostile environment for risk-seeking investors.
The concentration of losses is significant: 497 coins fell between 0% and 3%, and more than 200 plunged in the 3% to 5% range. This volume of selling in the short term suggests that fear is driving market sentiment, pushing most cryptocurrencies downward.
Given this scenario, caution is the best strategy. With the vast majority of assets in the red, the market signals the need for patience and risk management, waiting for signs of stabilization before making new entries. 📉🩸
Arthur Hayes comes out of retirement to lead Flop Labs; FLOP airdrop expected in Q4 2026
Arthur Hayes announced that he is “coming out of retirement” to take leadership of Flop Labs.
Flop Network was designed for the AI agent economy, with its native token, $FLOP, acting as a payment asset so these agents can access computing power and other network services.
The launch of $FLOP will take place with no pre-sale, no allocation for venture capital, and with a fair 100% launch model.
The project plans a large-scale airdrop in Q4 2026, followed by the genesis block in Q1 2027.
The curated lending vaults reached a historic milestone of US$ 9 billion in total value locked (TVL), establishing themselves as a central pillar of DeFi infrastructure. The market shows a strong investor preference for professionally curated protocols, seeking greater security and capital allocation efficiency.
Sector leadership is led by Steakhouse Financial, which holds US$ 3.2 billion, followed by Sentora with US$ 2.2 billion and Gauntlet with US$ 1.4 billion. Together, these three giants account for about US$ 6.8 billion of the assets, dominating the rankings table.
This concentration of capital among the main players reflects the market’s maturation, where trust in large, established protocols prevails over fragmentation. The outlook suggests that professional curation continues to be the deciding factor for attracting large liquidity volumes into the ecosystem. 📊🚀
The actions of the US are still trading at a historic premium relative to the rest of the world.
The forward price-to-earnings (P/E) ratio of the S&P 500 is at ~21x, compared with ~15x for World ex-US stocks.
This premium has built up over approximately the past 15 years, driven mainly by the dominance of US technology giants.
However, the MSCI ACWI ex-US Index recorded a gain of +29.2% in 2025, compared with +16.4% for the S&P 500, the largest margin of outperformance since 2009 📈.
The valuation gap remains enormous, but international markets are finally starting to close it through stronger performance.
The world outside the US is no longer just cheaper; it’s starting to outperform, with the international index up +17.3% year-to-date, versus 13.7% for US stocks 💼.
The same banks that, in the past, blocked accounts and made it harder for cryptocurrency investors to operate are now rushing to offer buying, selling, and custody of digital assets.
What used to be treated as “risk” has now become a product, a service, and a revenue opportunity.
It’s not about having changed their minds. It’s about realizing that the market has changed and that no one wants to be left out of the next big financial industry.
In the end, maybe the question was never whether cryptocurrencies would survive.
The question was: who would profit from them when they did? 🫡
Meanwhile, cryptocurrencies were practically the only major market in the red.
So here’s the question:
Is it time to abandon crypto and move to other markets?
I don’t think so.
I trade different markets, and one thing I’ve learned over the years:
Money isn’t necessarily where everyone else is already making it.
Markets rotate. Capital moves. Narratives change.
Today, everyone can see who has already performed.
The hard part is identifying where the capital is positioning itself before the next big move
I’m watching even more closely.
Because whoever keeps studying, accumulating knowledge, and building long-term positions during periods of weakness may be exactly the one who’s best positioned when the cycle turns.
In the market, you’re not rewarded for arriving when everyone else has already figured it out.
62% of the top 100 tokens do not survive even 5 years 💧
Out of the 1539 projects that reached the top 100 by market capitalization, 71.9% are already effectively inactive (removed from exchanges and trading volume < $10k/day). The average lifespan of a token is just 2 years and 4 months, and, in 10 years, it’s estimated that only about 15% of projects "survive".
💡 Here’s the best proof that the "buy and forget" strategy in the crypto world only works for Bitcoin and Ethereum.
The other altcoins last only one cycle. Developers pocket the profits and disappear, leaving investors with "zombie" projects. The main rule: profit from the momentum, take profits, and don’t fall in love with projects.
💬 Do you still have in your wallets crypto from 2017 or 2021 that still "wait to hit their all-time high"?
Colibri Trade Receives US$ 1 Million from ZBS Capital to Increase Market Liquidity
Colibri Trade, a cryptocurrency market-making platform designed specifically for prediction markets, received a capital allocation of US$ 1 million from ZBS Capital. It’s important to note that this is a mandate, not an investment round: the money will be directed straight to Colibri’s market-making systems, not to the company’s equity.
The company already operates a monthly volume of more than US$ 10 million across more than 70 markets—cryptocurrencies, sports, politics, geopolitics, and macroeconomics—with automated execution 24 hours a day on platforms such as Polymarket, Kalshi, Limitless, Predict Fun, XO Markets, and Opinion.
The new capital will make it possible to increase order book depth, reduce the gaps between bid and ask prices, and keep two-way quotes running 24 hours a day.
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