Last night when I saw the trending list, I’ll just say this: $BTC can keep things going—while the other two are just here to make noise.
First, let’s talk about $BTC . It’s comfortably sitting at #1 on the trends—no complaints there. Recently, the funding rates look healthy, miners aren’t dumping, and the macro side’s rate-cut expectations are heating up again. I added a bit of spot near 95,000 the other day, set my stop-loss at 94,000, and for now I can hold.
Next, ARB. It’s at #87 on the trends, and honestly it’s kind of baffling. I haven’t seen anything explosive in Arbitrum mainnet data, and TVL is still slightly declining. Either the big players are pumping to unload, or retail is just chasing it in. I haven’t touched it, and I don’t plan to—this kind of hype comes fast and disappears even faster.
ENA is a little more interesting—ranked #54. But on closer look, it’s clearly riding on the Ethena protocol narrative; real use cases haven’t really panned out. The hype is there, and so is an inflated valuation. Jumping in right now is basically taking over the bags for the people in front.
Overall, market sentiment seems to be warming up—but don’t just see the trends and rush in. The real opportunity is on Bitcoin. Everything else is noise.
What are your positions like right now? Can the bulls still hold on?
#Write2Earn #Crypto
⚠️ Personal view only; not investment advice.
First, let’s talk about $BTC . It’s comfortably sitting at #1 on the trends—no complaints there. Recently, the funding rates look healthy, miners aren’t dumping, and the macro side’s rate-cut expectations are heating up again. I added a bit of spot near 95,000 the other day, set my stop-loss at 94,000, and for now I can hold.
Next, ARB. It’s at #87 on the trends, and honestly it’s kind of baffling. I haven’t seen anything explosive in Arbitrum mainnet data, and TVL is still slightly declining. Either the big players are pumping to unload, or retail is just chasing it in. I haven’t touched it, and I don’t plan to—this kind of hype comes fast and disappears even faster.
ENA is a little more interesting—ranked #54. But on closer look, it’s clearly riding on the Ethena protocol narrative; real use cases haven’t really panned out. The hype is there, and so is an inflated valuation. Jumping in right now is basically taking over the bags for the people in front.
Overall, market sentiment seems to be warming up—but don’t just see the trends and rush in. The real opportunity is on Bitcoin. Everything else is noise.
What are your positions like right now? Can the bulls still hold on?
#Write2Earn #Crypto
⚠️ Personal view only; not investment advice.