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A coin that has recently caught my attention after a long time is $ENA
- @convergeonchain , an RWA focused L1 is being developed by Ethena Labs and Securitize is launching imminently
- Partnerships with BlackRock (via BUIDL fund), and custodians like Fireblocks and Copper
- HTF range lows on ENA, solid risk reward
- ENA will be staked on Converge
- USDe will serve as the gas token on Converge
RWA is one of the hottest sectors right now, and after people see how well SYRUP has done I think there's a good chance that mindshare extends to ENA going into its Converge launch
Institutions are begging for RWA and this is a gateway for them to gain access to that
- @convergeonchain , an RWA focused L1 is being developed by Ethena Labs and Securitize is launching imminently
- Partnerships with BlackRock (via BUIDL fund), and custodians like Fireblocks and Copper
- HTF range lows on ENA, solid risk reward
- ENA will be staked on Converge
- USDe will serve as the gas token on Converge
RWA is one of the hottest sectors right now, and after people see how well SYRUP has done I think there's a good chance that mindshare extends to ENA going into its Converge launch
Institutions are begging for RWA and this is a gateway for them to gain access to that
Save your brain cells for easy times or obvious trades
Until then the market is noise and likely not worth trying to squeeze the 5% PnD move on many alts
BTC and some alts put in a really solid move after Iran launched rockets at Qatar but that trade is likely now done
Right now retail don’t care about alts, it’s all institutional players wanting to buy up Bitcoin. The byproduct of this is crypto natives chasing some alts which resulted in these brief moves up
Retail is too focused on TradFi right now where everything is going up and to the right every single day. It shows you that the money is there bidding, just not bidding crypto… why would they?
Until then the market is noise and likely not worth trying to squeeze the 5% PnD move on many alts
BTC and some alts put in a really solid move after Iran launched rockets at Qatar but that trade is likely now done
Right now retail don’t care about alts, it’s all institutional players wanting to buy up Bitcoin. The byproduct of this is crypto natives chasing some alts which resulted in these brief moves up
Retail is too focused on TradFi right now where everything is going up and to the right every single day. It shows you that the money is there bidding, just not bidding crypto… why would they?
Many talking like they have any idea whats going on.
'its all for show' its 'to save face'.
Iran launches 8 rockets at Qatar, BTC bounces 0.5% and people immediately assume 'thats it'
I don't think its necessarily this simple. Trump is very unpredictable and volatile... That's one thing we can be confident about
Try not to lose your portfolio guessing 'the' bottom in the process and get chopped up.
My gut says we see choppy conditions for a while now even if this is the end of the Iran issue (i don't think it is)
'its all for show' its 'to save face'.
Iran launches 8 rockets at Qatar, BTC bounces 0.5% and people immediately assume 'thats it'
I don't think its necessarily this simple. Trump is very unpredictable and volatile... That's one thing we can be confident about
Try not to lose your portfolio guessing 'the' bottom in the process and get chopped up.
My gut says we see choppy conditions for a while now even if this is the end of the Iran issue (i don't think it is)
People forget that Bitcoin isn’t the volatile asset it once was
Bitcoin dropped 15% on the initial tariff black swan news at the beginning of march. Not even a global black swan event could push bitcoin down further than that in a single candle
I think readjust your bitcoin entry levels
Mid to low 90s for BTC is an all in scenario
If we drop more than that without a global catastrophe I think the cycle is done
It’s quite an easy line in the sand price marker
Bitcoin dropped 15% on the initial tariff black swan news at the beginning of march. Not even a global black swan event could push bitcoin down further than that in a single candle
I think readjust your bitcoin entry levels
Mid to low 90s for BTC is an all in scenario
If we drop more than that without a global catastrophe I think the cycle is done
It’s quite an easy line in the sand price marker
The list of coins on my tradingview watch list gets shorter and shorter every week.
Whereas before there was always ‘I will buy X if BTC nukes’, now the only thing I want to buy on a BTC nuke is BTC itself
I’m unsure if this is a permanent phenomenon or the new norm.
As well as this, holding times are getting shorter and shorter. Even compared to this time last year.
It’s interesting that we are ‘deep’ into a bull market and yet the trading environment is getting more and more difficult
I think now more than ever you need to be able to flip bias and be willing to take your wins even if you don’t want to. We are at the stage in cryptos maturity where even a lot of the greats from cycles past are getting hit badly, some even going to zero
There’s no room in this market for the half-hearted traders. You have to be all in or you’ll get eaten up by those willing to go the extra mile
As someone who spends every waking moment with an eye on the market you can smell it a mile away. I’ve met people who’ve made money in crypto and I’ve thought to myself: this guy wont make it.. simply by their attitude towards the market. Their lack of focus.
If you don’t love the game, you will be the food of someone who does
Whereas before there was always ‘I will buy X if BTC nukes’, now the only thing I want to buy on a BTC nuke is BTC itself
I’m unsure if this is a permanent phenomenon or the new norm.
As well as this, holding times are getting shorter and shorter. Even compared to this time last year.
It’s interesting that we are ‘deep’ into a bull market and yet the trading environment is getting more and more difficult
I think now more than ever you need to be able to flip bias and be willing to take your wins even if you don’t want to. We are at the stage in cryptos maturity where even a lot of the greats from cycles past are getting hit badly, some even going to zero
There’s no room in this market for the half-hearted traders. You have to be all in or you’ll get eaten up by those willing to go the extra mile
As someone who spends every waking moment with an eye on the market you can smell it a mile away. I’ve met people who’ve made money in crypto and I’ve thought to myself: this guy wont make it.. simply by their attitude towards the market. Their lack of focus.
If you don’t love the game, you will be the food of someone who does
Since this is an institutional led bull run the most profitable trades will be having foresight into what they will have most interest in
They are already showing you what they’re working towards
It’s not memes (retail led)
It’s not gaming (retail led)
It is first and foremost Bitcoin
It is stablecoins
It is real world assets
Don’t over complicate it or make it more difficult than it needs to be
They are already showing you what they’re working towards
It’s not memes (retail led)
It’s not gaming (retail led)
It is first and foremost Bitcoin
It is stablecoins
It is real world assets
Don’t over complicate it or make it more difficult than it needs to be
Some observations from the past week:
People are really freaking out, all the while BTC is trading in a 2% range
Many influencers thinking we break below 100k to between mid to low 90’s
This is the lowest volatility since 2023
We have the tariff pause ending in a little over 2 weeks. There have been no negotiations made with any major trading partners
The strikes between Iran and Israel are ongoing but there’s been no major negative development. Israel mentions they are drawing near the end of their operation
People are really freaking out, all the while BTC is trading in a 2% range
Many influencers thinking we break below 100k to between mid to low 90’s
This is the lowest volatility since 2023
We have the tariff pause ending in a little over 2 weeks. There have been no negotiations made with any major trading partners
The strikes between Iran and Israel are ongoing but there’s been no major negative development. Israel mentions they are drawing near the end of their operation
I’m really surprised there’s been no low cap dead projects announcing an SBR yet
Announce SBR > become relevant again
Announce SBR > become relevant again
私たちは文字通り、何かランダムな犬の糞が起こることなく48時間過ごすことはできません😭
これは市場が消化するのに時間がかかるような事柄であり、事象は時間とともに進化します… 新しい見出しが市場に大きな影響を与えるでしょう。イランの避けられない反応は、私たちを再び下げるでしょう。
明るい側面は、これが全面戦争ではない（まだ）ということです。
これは市場が消化するのに時間がかかるような事柄であり、事象は時間とともに進化します… 新しい見出しが市場に大きな影響を与えるでしょう。イランの避けられない反応は、私たちを再び下げるでしょう。
明るい側面は、これが全面戦争ではない（まだ）ということです。
Narratives currently heating up:
- SOL etf + SOL staking tokens going into July
staking tokens looks to have most to gain comparatively to solana
- RWA
Institutional interest for real world assets are growing day by day and it won't slow down. I've been vocal about my belief that RWA will be the biggest sector for growth in 2025. institutional led bull market = institutional led narratives
- Stablecoins
This kind of ties in with rwa. I think they both work hand in hand. Big interest for stablecoins in the US. It's also in the US best interest to adopt stablecoins (leads to more buyers of USD)
- SOL etf + SOL staking tokens going into July
staking tokens looks to have most to gain comparatively to solana
- RWA
Institutional interest for real world assets are growing day by day and it won't slow down. I've been vocal about my belief that RWA will be the biggest sector for growth in 2025. institutional led bull market = institutional led narratives
- Stablecoins
This kind of ties in with rwa. I think they both work hand in hand. Big interest for stablecoins in the US. It's also in the US best interest to adopt stablecoins (leads to more buyers of USD)
We will never again have an altcoin season like we did in 2021 or 2017
If you are waiting for this to happen to make some money then you should start sending out your CV today
have a nice day
If you are waiting for this to happen to make some money then you should start sending out your CV today
have a nice day
Remember: Don't let weekend price action cause you to make any emotional trading decisions
Position update:
My bias is that was the bottom. Pushed down due to the infighting between Trump and Elon. Also $100k retest confluence
I bought $ETH at $2417 on the move down. I think ETH will likely outperform BTC in the near term. The flows are ramping up, even beginning to outpace BTC. Large entities are also staking their eth
$SYRUP - nothing fundamentally has changed. The numbers are up only (TVL, revenue) and RWA fundamentals will only keep accelerating and improving. I really think this will be a kingmaker trade
$GRASS - another fundamental play. Also bounced well, lots of relative strength.
My bias is that was the bottom. Pushed down due to the infighting between Trump and Elon. Also $100k retest confluence
I bought $ETH at $2417 on the move down. I think ETH will likely outperform BTC in the near term. The flows are ramping up, even beginning to outpace BTC. Large entities are also staking their eth
$SYRUP - nothing fundamentally has changed. The numbers are up only (TVL, revenue) and RWA fundamentals will only keep accelerating and improving. I really think this will be a kingmaker trade
$GRASS - another fundamental play. Also bounced well, lots of relative strength.
ポジション更新：
私のバイアスは、これが底だったということです。トランプとイーロンの内部闘争により押し下げられました。また、$100kの再テストのコンフルエンスもあります。
私は下落の際に$ETHを$1417で購入しました。近い将来、ETHはBTCを上回る可能性が高いと思います。フローは増加しており、BTCを上回る勢いも見せています。大規模なエンティティも自分たちのETHをステーキングしています。
$SYRUP - 基本的には何も変わっていません。数字は上昇しているだけです（TVL、収益）し、RWAの基本的な部分は加速し、改善し続けるでしょう。私はこれがキングメーカーのトレードになると本当に思っています。
$GRASS - もう一つの基本的なプレイです。うまく反発しましたし、相対的な強さもたくさんあります。
私のバイアスは、これが底だったということです。トランプとイーロンの内部闘争により押し下げられました。また、$100kの再テストのコンフルエンスもあります。
私は下落の際に$ETHを$1417で購入しました。近い将来、ETHはBTCを上回る可能性が高いと思います。フローは増加しており、BTCを上回る勢いも見せています。大規模なエンティティも自分たちのETHをステーキングしています。
$SYRUP - 基本的には何も変わっていません。数字は上昇しているだけです（TVL、収益）し、RWAの基本的な部分は加速し、改善し続けるでしょう。私はこれがキングメーカーのトレードになると本当に思っています。
$GRASS - もう一つの基本的なプレイです。うまく反発しましたし、相対的な強さもたくさんあります。
すべての資産のデジタル化は未来です。それは単なる時間の問題です。動き出しました...実際にはすでに起こっています。
このことの最も素晴らしい点は、主要な取引所に上場しているRWAトークンのリストが片手で数えられるほど少ないということです。
人々は今このことを見過ごしています。なぜなら、すでに10倍上がった時に買いたいと思っているからです。大多数はまだこれを興味深いとは見ていません...しかし、彼らはそうなるでしょう。
このことの最も素晴らしい点は、主要な取引所に上場しているRWAトークンのリストが片手で数えられるほど少ないということです。
人々は今このことを見過ごしています。なぜなら、すでに10倍上がった時に買いたいと思っているからです。大多数はまだこれを興味深いとは見ていません...しかし、彼らはそうなるでしょう。
Memes are absolutely getting beaten down despite BTC holding at 105k
Something to note is the strength in utility tokens. Very strong
Something to note is the strength in utility tokens. Very strong
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