Where is money taking shelter in a weak market?
Not everything is sitting on the sidelines—assets with clear fundamentals are being selectively bought:
UNI (up as much as 18% for the week, as DEXs eat into CEX market share + protocol fee burns) and AAVE (repricing of enterprise-grade fixed-rate products) have become safe havens among DeFi blue chips;
ZEC bucked the trend, climbing above ~$1,361 on the NU7 upgrade and privacy narrative, but most of the good news is already priced in—watch for a “sell the news” pullback;
XMR rose about 5.4% for the week; ETH reserves on exchanges fell to a 10-year low, while one whale added 8,775 ETH after a five-month hiatus (bringing its total holdings to 23,000);
Corporate buying hasn’t stopped: Strive bought 8,136 BTC in Q3 and another 15,124 BTC in October, bringing its holdings to 43,124 BTC;
TeraWulf and Hut 8 earnings reports, meanwhile, show that miners’ revenue mix has shifted markedly toward HPC/AI leasing.$UNI $ZEC $XMR #UNI #zec #XMR
Not everything is sitting on the sidelines—assets with clear fundamentals are being selectively bought:
UNI (up as much as 18% for the week, as DEXs eat into CEX market share + protocol fee burns) and AAVE (repricing of enterprise-grade fixed-rate products) have become safe havens among DeFi blue chips;
ZEC bucked the trend, climbing above ~$1,361 on the NU7 upgrade and privacy narrative, but most of the good news is already priced in—watch for a “sell the news” pullback;
XMR rose about 5.4% for the week; ETH reserves on exchanges fell to a 10-year low, while one whale added 8,775 ETH after a five-month hiatus (bringing its total holdings to 23,000);
Corporate buying hasn’t stopped: Strive bought 8,136 BTC in Q3 and another 15,124 BTC in October, bringing its holdings to 43,124 BTC;
TeraWulf and Hut 8 earnings reports, meanwhile, show that miners’ revenue mix has shifted markedly toward HPC/AI leasing.$UNI $ZEC $XMR #UNI #zec #XMR