Bitcoin.org

No, that doesn’t directly mean that Wall Street prefers $ETH over $BTC.

In fact, in terms of portfolio allocation, Bitcoin and Ethereum are both directly classified under the category of large cryptocurrencies.

So it’s not necessarily an allocation in terms of Bitcoin, Ethereum, etc.

And in terms of distribution, there isn’t really a huge difference in level.

And if we link this directly to price, I think it could also minimize the idea that demand for Ethereum has exploded, especially with Robinhood’s Layer 2 ecosystem.

Because it’s still the same ETH being used, it’s just bridged.

It’s the same ETH, from native Ethereum to Robinhood.

So given the explosion of the memecoin ecosystem over there, it’s normal to see more demand for Ethereum.

And it’s normal that this could also show up in its price. 👀
#Altcoin Season# #Meme Alpha#

I wouldn’t interpret the recent Ethereum move as evidence that Wall Street has simply chosen $ETH over $BTC .

The distinction is important.

From a traditional portfolio-allocation perspective, Bitcoin and Ethereum are both generally considered large-cap crypto exposure.

The allocation framework is therefore not necessarily:

BTC vs ETH vs everything else.

It can be closer to:

Large-cap crypto → stablecoins → smaller/high-potential crypto.

So seeing stronger capital flows toward ETH doesn’t automatically mean that institutional investors are abandoning Bitcoin.

There may certainly be a narrative effect pushing financial advisors to allocate more toward ETH, but I think there’s another factor that shouldn’t be underestimated:

actual demand for Ethereum has increased.

The Robinhood Layer 2 ecosystem is a good example.

The ETH used there is still ETH — it’s simply bridged from Ethereum’s native network.

And with the rapid expansion of the memecoin ecosystem on that Layer 2, it’s only logical that additional activity can translate into additional demand for ETH.

So rather than simply saying “Wall Street prefers ETH now,” I think it’s more accurate to look at both sides:

portfolio allocation explains part of the capital flow, while actual ecosystem demand can explain part of the price action.

And those are two very different things.

#BTC Price Analysis# #Macro Insights# #Altcoin Season# #Meme Alpha#

$LAPTOP This is exactly why I keep saying: don’t buy the narrative, analyze the token.

That’s an extreme example of how quickly hype can create price discovery in a memecoin — and how quickly that liquidity can disappear.

The interesting is the economic structure behind the token.

Airdrops, giveaways, hype, bullposting and community campaigns can generate attention and short-term demand. But the real question is:

What do these mechanisms actually create for the token economically?

That’s where tokenomics matter.

You can have the biggest celebrity promoting a token, but if there’s no mechanism behind the project that creates or captures value for the token, then you’re essentially trading the narrative.

And with memecoins, we already know the game: it’s PVP.

That’s why I was expecting this token to potentially perform even worse than the Trump or Melania tokens.

It took less than a day to show why.

Don’t listen to the speeches. Study what’s behind the token. 👀

I told you to look beyond the speeches. 😂
$LAPTOP

It launched today, pumped all the way to around $400, then completely nuked back toward $1 in roughly an hour.

A full pump and dump before the market even had time to breathe.

And this is exactly the problem with buying a token based on what the people behind it are saying.

Airdrops? Giveaways? Hype? Bullposting?

Cool.

But what does any of that actually bring to the token economically?

That’s the question you need to ask.

Because attention can pump a token, but attention alone doesn’t create sustainable value.

This is why I keep saying tokenomics matter.

Who gets the supply? How is it distributed? What creates demand? What captures value? What happens to the token over time?

If the answer is basically “trust the hype,” you already have your answer.

Memecoins are PVP, so you can trade the hype — but don’t confuse hype with fundamentals.

No matter who is promoting the token, study the tokenomics before you buy.

Celebrity ≠ value.

Narrative ≠ value.

Hype ≠ value.

#Meme Alpha# #BaseIntroduced

At first, I thought $BTC was going to be the one making the huge move after the breakout.

But BTC failed to hold above the resistance zone, while $BNB managed to do it and went on to gain more than 7% during the weekend.

What’s interesting here isn’t the size of the move, but the difference in price structure, for two assets that has been doing same thing for a while.

I still wouldn’t interpret this as a structural reversal of the bear market.

The chart hasn’t structurally reversed yet.

The current move looks more like strong bullish pressure pushing price higher before the broader structure has fully confirmed a trend reversal.

That’s why I wouldn’t be surprised to see BNB or BTC slow down, consolidate, or even experience a small correction over the next few days or weeks.

For now, the momentum is clearly bullish, but momentum and structural reversal are two different things.

So don’t go bull-buying everything that’s trending just yet. Lmao. #BTC Price Analysis# #Macro Insights#
#BNBChain# #Altcoin Season# #Meme Alpha#

$BNB just gained more than 7% today, significantly outperforming the overall crypto market.

In short, it is massively outperforming the momentum of the overall crypto market, above Bitcoin and other major cryptocurrencies.

Although this pump is structurally supported, that does not mean the bear market has already fully reversed.

Structurally, the setup and price action have not yet fully reversed either.

For now, this rise seems to be much more supported by hype and the bullish pressure behind BNB.

So, I think that structurally, there could still be corrections, even slight ones, to confirm the reversal, including that of the bear market.

But already, the bullish enthusiasm is very strong on BNB, in my opinion.

#Altcoin Season# #Meme Alpha# #BNBChain#

For $ZEC , we’re talking about a token that has pumped more than 2,300% over the last 12 months.

And those 12 months were, broadly speaking, a bear market for crypto.

During that period, we went through different crisis phases — the war in Ukraine, the start of the war in middle, Trump’s tweets moving the market, and several other events that caused massive volatility across crypto.

Yet none of that stopped Zcash from doing +2,300%.

Even if it’s crowd psychology playing against bearish bets, I still think the mechanisms behind this move, or at least the price action itself, are pretty damn strong to have sustained an uptrend throughout an entire year of bear market conditions.

And now that the bull market is here, I think another move to the upside could be much easier.

It’s a theory but very likely.

#Altcoin Season# #Macro Insights#

$BTC Let’s look at the facts.

Even after Bitcoin’s ~25% move in August, the broader market structure hasn’t shifted yet. Structurally, we’re still in a bear market — although the odds are increasingly suggesting that the bull run may already be underway.

I’ve said it here before: if the bears were still in control, I expected the next leg after August’s pump to be another aggressive sell-off, potentially taking BTC toward a new bottom.

Even a major geopolitical event like the strikes around the Strait of Hormuz wasn’t enough to push Bitcoin down, not even 3% at the exact moment when we were expecting another dip.

Don’t short Bitcoin just because the news is bearish. Watch how price actually reacts to it.

And honestly, don’t play yourself thinking you’re going to buy BTC at $50K. 😂

If you haven’t bought yet, maybe stop waiting for the next new bottom.

The bull market is here.

Disclaimer: still just my personal opinion. 🙏🏽😂

#BTC Price Analysis# #Macro Insights#

$BTC isn’t going anywhere, i mean, not to the downside.

Even after the massive ~25% move we saw in August, the bear market hadn’t fully reversed yet. There were still doubts about whether the bull run had actually resumed.

What I was waiting for as confirmation was precisely Bitcoin’s reaction after that spectacular August move.

I expected another accelerated sell-off, like we saw during the previous two consolidation periods, potentially taking the price to a new low.

If Bitcoin fails to do that, then for me, the bull run is already here.

And now, even with a major geopolitical event like what just happened between the US and Iran, Bitcoin didn’t really crash. We’re talking about a move of maybe 2–5%, which is tiny compared with the ~25% move we had last month.

So for me, this event barely had any meaningful impact on Bitcoin’s price.

I think the bull run has already started.

Of course, that’s just my personal view. 👀

#BTC Price Analysis# #Macro Insights#

$BTC
Throughout this bear market, each major consolidation phase has followed a similar sequence: a cooling period, followed by another strong bearish impulse.

We saw it during the initial breakdown, after the first major consolidation, and again after the previous recovery — when BTC rallied from roughly $60K to $83K, briefly creating the impression that the bull market was returning before the move failed.

The current setup is different in one important respect: Bitcoin has just recorded a 20%+ weekly move, something that has been relatively unusual during this bear market.

Combined with several other indicators suggesting that the broader bearish cycle may be approaching its end, this makes the current structure particularly interesting.

However, technical analysis ultimately comes down to price structure.

The previous moves can be interpreted through a classic trend sequence: impulse → correction → impulse → correction. The consolidations were corrections, while the subsequent sell-offs represented new bearish impulses.

The key question now is whether the market repeats that sequence.

I’m therefore watching the next move after this bullish impulse. If the daily structure fails to reverse and we don’t see another strong bearish expansion comparable to previous cycles, that would significantly weaken the bearish thesis.

At that point, I would personally assign a 98–99% probability that the bear market has already ended.

Until then, the chart remains the final judge.

Let’s follow the price.
#BTC Price Analysis# #Macro Insights# #Altcoin Season#

1. First, the fact that Bitcoin is currently not too far below $81K doesn’t automatically mean we’re about to see another move toward $50K.

But honestly, what kind of move toward $50K are we even talking about?

The latest leg that brought BTC to the current bottom around $57,000 was already much weaker than the previous ones when it comes to creating new lows.

The previous major low was around $60K, while the latest one is around $57K. That’s a significantly smaller downside expansion.

The market’s ability to keep pushing deeper and finding lower prices has therefore weakened considerably.

And looking at the bear market as a whole, this is the first time we’ve seen a huge pump like this.

To me, that’s already a potential early signal that the bull market may be starting.

So expecting Bitcoin to go all the way down to $50K ?

The probability is simply very low.

that’s my personal view.

$BTC #BTC Price Analysis# #Macro Insights#

Not just the week—$ZEC was impeccable throughout the bearish market. It’s almost as if it didn’t experience a bear market at all. Because overall, even when Bitcoin and the major altcoins were down—when the whole market was in decline—ZEC had a much more bullish overall move. So I don’t know whether it’s that the ecosystem has completely decoupled from the broader market, token-wise or in terms of activity. It’s currently the top of all privacy coins that are absolutely focused on confidentiality, or at least have it as the central philosophical layer above Bitcoin.

#Macro Insights# #Altcoin Season# #BTC Price Analysis#

Since the beginning of the bear market, Bitcoin’s consolidation phases have repeatedly followed a similar pattern: a W-shaped structure, followed by a sharp bearish expansion that triggered another distribution phase. The current consolidation appears to be developing a comparable structure, with the market now entering what could be the final leg of that pattern. This is the key segment I’m watching. If the current move fails to produce another significant bearish expansion and instead stabilizes or reverses, it would challenge the pattern we’ve seen throughout this bear market. At that point, the probability that the broader downtrend has already ended would increase significantly if nt certain, lmao For me, this is one of the key confirmations I’m waiting for before declaring the beginning of the next bull market. $BTC $ETH $BNB #BTC Price Analysis# #Macro Insights# #Altcoin Season#

No matter how beautiful the theory is, execution is just as important.

The idea is interesting and relates to one of the current MegaTrends, but capturing attention isn’t enough.

Promises of massive returns can certainly spark curiosity and push the community to lock funds into smart contracts, just to farm a token that we’re not even sure will actually hold.

Because if there are lots of distributions, it can also create strong sell pressure. We’ve already seen plenty of projects make impressive launches without the price holding.

For those who want to invest in the token, what matters to me most is the tokenomics: it’s what governs the transfer of value from the project to the token.

Not just the hype, not just the promises, not just the thesis. For now, the thesis is still theoretical.

$ETH #Altcoin Season#

$BTC , first of all, the interpretation is that, with 200-week candles as the unit, all its variation since its creation—or at least all the available history on TradingView—would probably represent a huge bullish impulse. In short: aligned green candles and a very clear upward direction.

As for the current behavior, you mainly need to see it as an analogy based on the historical price action, and not as a direct conclusion similar to using a classic support or resistance.

Because here, we are not talking about a specific price level or a round number. We’re talking about a moving average.

So you need to incorporate more of a “moving average” logic into the analysis.

Yes, the 200W can act as support. But in my opinion, it’s even more sensible to understand how price behaves around that moving average rather than treating the moving average itself as an absolute key level.

#BTC Price Analysis# #Macro Insights#

First of all, there’s nothing surprising about that since the market is in a bear market. So it is completely normal for down months to be more frequent than up months.

As for the question of whether Bitcoin could reverse the trend this month, I think it’s plausible, and even structurally very likely.

The market’s downward trend hasn’t been reversed yet, but many signs and indicators (the historical duration of bear markets and other factors) are pointing toward an increasingly probable end to the bear cycle, in my opinion.

I even think the bottom may already have been reached.

And if that’s the case, then even if BTC doesn’t fully reverse the trend this month, I believe a red candle could at the very least turn into a consolidation candle, or even a relatively neutral one.

And it’s likely that next month could follow the same logic.

Of course, this is only my personal opinion.

$BTC #BTC Price Analysis# #Macro Insights#

$SNDK : structurally, the correction from $2,400 to $1,000 hasn’t changed the broader trend.

The daily structure remained intact throughout the move and had basically been unchanged since June — at least until last week.

Last week’s momentum recovery was the first clear signal that the correction was losing strength and the previous trend was resuming.

I’m pretty bullish on $SNDK over the next few weeks.

I just entered through the tokenized stocks market since Nasdaq isn’t open yet. 😂

I’ll share later why I decided to enter now instead of waiting another hour. #Macro Insights#

Bitcoin dumping again? Totally fine.

It shouldn’t really be surprising at this point.

If you look at the previous cooling periods on $BTC since the beginning of the bear market, the price action has been forming a pattern that increasingly looks like a “W.”

The first two legs are already in. This current dump could be the third.

If the pattern holds, this could be an interesting zone to watch for accumulation - especially if this turns out to be the bottom.

#BTC Price Analysis# #Macro Insights#

Actually, does Bitcoin really need a drop in interest rates to perform?
Isn’t it solid enough to generate demand?

The market may be bearish, but there’s enough money looking to be invested, or to be invested somewhere. Although lower interest rates will benefit the market—or at least in terms of pricing relative to the dollar—the real hedge remains the appeal of crypto.
$BTC
#BTC Price Analysis# #Macro Insights# #Altcoin Season#

Whether for Harmony or for Ethereum, these are products and services, and within that, the question is the protection of users.

Who cares about decentralization or immutability when it’s about recovering stolen funds?
Even Bitcoin has been hacked in the past. User protection is essential and should be considered as such in the case of Harmony.
$ONE $ETH
#Altcoin Season# #Meme Alpha#