A few things people in the circle are talking about these days—I'll pick the ones related to us.
First is the big bread. Everyone is asking who pulled off the strongest run in the past two years. I broke this down earlier: the bad news is already out and the price can’t really drop anymore; oil prices have been moving down; the weekly chart has stood above the 50-week moving average; and then another wave of short-squeeze. Surprisingly, institutional money hasn’t come in much.
Second is ENA. Some say its turning point is coming. This is tied together with the big bread— the more people go long, the more funding fees it collects. If the big bread goes up, it directly benefits most.
Third is old coins. Zcash is being pitched as a 100x moonshot myth, and Pendle nearly doubled in a month. This round isn’t just about newly issued coins—old coins are also being pulled back out and re-traded.
Fourth is V God. In the Shanghai event, he talked about Ethereum becoming fast and cheap again. One small coin he named, called Trueo, surged 10x after he mentioned it. Named coins come and go fast—I’m not chasing.
Fifth is Circle. They’re talking about how US banks will take on stablecoins. Next they’ll keep an eye on its Arc chain.
Putting these together: the big bread is rallying, old coins are flipping, and institutional money still hasn’t really entered the market.
I think this move isn’t over yet.
If any of the ones I mentioned later shows activity, I’ll tell you first in the community: #BTC#ENA
First is the big bread. Everyone is asking who pulled off the strongest run in the past two years. I broke this down earlier: the bad news is already out and the price can’t really drop anymore; oil prices have been moving down; the weekly chart has stood above the 50-week moving average; and then another wave of short-squeeze. Surprisingly, institutional money hasn’t come in much.
Second is ENA. Some say its turning point is coming. This is tied together with the big bread— the more people go long, the more funding fees it collects. If the big bread goes up, it directly benefits most.
Third is old coins. Zcash is being pitched as a 100x moonshot myth, and Pendle nearly doubled in a month. This round isn’t just about newly issued coins—old coins are also being pulled back out and re-traded.
Fourth is V God. In the Shanghai event, he talked about Ethereum becoming fast and cheap again. One small coin he named, called Trueo, surged 10x after he mentioned it. Named coins come and go fast—I’m not chasing.
Fifth is Circle. They’re talking about how US banks will take on stablecoins. Next they’ll keep an eye on its Arc chain.
Putting these together: the big bread is rallying, old coins are flipping, and institutional money still hasn’t really entered the market.
I think this move isn’t over yet.
If any of the ones I mentioned later shows activity, I’ll tell you first in the community: #BTC#ENA
