mapLE-46

#spacexstarshipcompletesfirsttestflightsincelisting
🚀 スターシップが再び飛行中…仮に暗号資産にとって強気材料なの？
SpaceXのスターシップは、復帰後初のテスト飛行を完了し、世界最大級のロケットが再び注目の的となりました。
ではなぜ暗号資産トレーダーが注目しているのでしょうか？
市場はファンダメンタルだけでなく、物語（ナラティブ）でも取引されるからです。
SpaceXの主要マイルストーンのたびに、イノベーション、AI、宇宙技術、そしてイーロン・マスクに関する議論が再燃します。こうした注目はしばしば暗号資産にも波及し、特にミームコインや宇宙、あるいはマスク関連のテーマと結びついたプロジェクトに向かいます。
以前にも同じことが起きています：
• 宇宙をテーマにしたミームコインでの活動が増加。
• マスク関連トークンへの関心が高まる。
• 小口投資家がトレンドの物語を追ってFOMO（取り残され不安）に駆られる。
ただし、それは「すべての“宇宙コイン”が上昇する」という意味ではありません。ほとんどは上がりません。
本当のポイントはこれです：
注目は暗号資産における最も強力な触媒の一つです。
世界的な出来事が見出しを独占すると、たとえ関連性が弱くても、資金はその物語に合うセクターへと回転することがよくあります。
スターシップの最新マイルストーン以降、宇宙関連やマスク関連のトークンを見ていますか？それとも、これは単なる一時的な熱狂サイクルだと思いますか？
👇 あなたの意見を聞かせてください。

$AVNT just made a fresh all time low a week ago, $0.087, and it's still down another 4.5% today
but CoinGecko's own community sentiment read on this thing is bullish right now, same day the price is red. that's the real split worth noticing
this is the largest RWA perps DEX on Base, backed by Pantera, Founders Fund, and Galaxy Digital, not some anonymous fork. v2's still coming this year, fee discounts and a buyback program with it
down 96% from a September high though, so the backing and the roadmap haven't stopped the bleeding yet either
volume's picked up some today, nothing dramatic, just enough to notice
sentiment says one thing, the chart's still saying another 👀

$VANRY just did something wild. it's up 127% from an all time low it printed 9 days ago, the exact same day Binance flagged it for possible delisting
today alone it's up over 15%, and volume's running at 247% of its entire market cap. basically the whole float is changing hands today
either the delisting fear was way overdone, or this is the loudest dead cat bounce on the board right now
still down 99.5% from its 2021 high regardless
which one is this 👀

$GRAM up 7% today on Durov calling this the biggest non-custodial wallet rollout in history. 1 billion Telegram users, built right into the app, no download, no opt in
but today's also unlock day. $52M worth of GRAM hitting circulation, about 0.71% of supply, same day as the pump
and here's the gap nobody's saying loud enough. the actual on chain numbers right now are 1.9 million monthly active wallets and $66M in DeFi TVL. that's the entire current usage sitting underneath a coin being priced on a billion user story
still down over 50% for the year too, so this is a bounce inside a much bigger drawdown, not a new trend
CoinGecko's own sentiment read on this thing is bearish today despite the green candle. that's the actual tension here, price up, the room still not convinced
watching if the wallet actually ships before betting on the number attached to it 👀

$ETH
$ETH 's got a whale sitting on almost 5% of the entire supply. Bitmine Immersion just crossed 5.77 million ETH
that's not a fund with an allocation, that's basically a corporate treasury strategy built around one asset, and it's been quietly stacking through this whole run
price backs it up too, up from about $1,865 Monday to sitting near $1,920 today. spot ETH ETFs have actually been out-pulling bitcoin ETFs on some days recently, which wasn't happening a few months ago
but the daily and weekly charts are still technically bearish underneath this bounce, moving averages on both still pointing down. it's really just the short term chart that's turned. depends entirely which timeframe you're looking at
Glamsterdam upgrade's still coming later this year too, more scaling work before the bigger state management overhaul after it
whale's buying, ETFs are following, the chart's still arguing with itself though 👀

$BOME just did 16.5x its normal hourly volume, $33.9M in a single hour, and the price barely reacted. up about 3% on the day
that's more volume in one hour than its entire reported daily average usually sees. something happened fast
no real news attached to it either. unlike NOT's slow utility pivot, BOME's just an old meme coin sitting 98%+ below its 2024 high, riding a broader Solana meme coin corner that's been waking up again this year
but woken up doesn't mean this specific move means anything yet. big volume with a 3% candle is usually two sided, buyers and sellers both moving size, nobody winning clean
market cap's still under $30M though, so it wouldn't take much real conviction to actually move this thing if it shows up
not touching this until the price actually agrees with the volume 👀

$COIN ripped 12%+ yesterday, straight from $160 to a close near $176, and it wasn't alone. HOOD, BLSH, CRCL, MSTR all moved the same day too. this was sector wide, not a Coinbase specific pump
Bessent signaled real Senate momentum on the CLARITY Act, Trump's personally working senators before the August recess. add a tokenized equities push on top and you get a stock that decoupled hard from the S&P, which only did +0.78% that same session
but earnings hit July 30, and last quarter was rough, an actual $1.49 per share loss against a 6 cent estimate. analysts are now penciling in a swing back to positive this time. that's a lot to close in about a week
Morgan Stanley's still Buy, JPMorgan and Piper Sandler already went the other way
still nearly 60% below the 52 week high too, so this is a bounce off a beaten down base, not a fresh high
watching whether this holds above $170 into earnings or gives it all back first 👀

$ZEC up 354% in the last month and just muscled its way back into the top 20 by market cap
this isn't random meme momentum either. Zcash shipped a faster node last week, 5x quicker sync, specifically to prep for the Ironwood upgrade landing later this month, quantum resistance, formal verification, real infrastructure work. the SEC closing its investigation into the Zcash Foundation didn't hurt either
privacy coins got left for dead for years. this is the first stretch in a while where the chart and the actual narrative are pointing the same direction
is this the one everyone ignores until it's already gone 👀

🚨🚨DONT SKIP🚨🚨
Ansem just said he bought $PUMP around $0.00168, and it's already up 23%+ today with Pump.fun's own revenue climbing right alongside it
when someone people actually watch buys in, and the platform's real numbers are moving at the same time, that combo tends to grab a room fast
still early, still volatile, but this is the kind of setup that turns into an actual conversation if it holds
you already checked the chart before finishing this sentence didn't you 👀

Pulled a real one: $BANANA (Banana Gun, the Telegram trading bot token). It's down about 96% from its 2024 all-time high and just bounced off a fresh cycle low two weeks ago.

$BANANA down 96% from its 2024 high, bounced off a fresh $2.48 cycle low two weeks ago
team burned $350K of their own tokens back in January just to prove they're not the ones dumping on holders
still one of the only bot tokens with actual revenue behind it, not just a ticker
anyone still holding this through the bleed or did everyone already leave 🍌

$ETH NEWS 🚨🚨
量的トレーダーの友人が、いくつかのニュースを教えてくれた..
$ETH は、人々がAKEとSKRのポンプを見ている間に、静かに何かをしている
→ 今週、20日・50日EMAの両方を取り戻した。2月の崩壊以来初めて
→ モルガン・スタンレーが、ステーキングETH ETFの出願を再提出した。$MSSE、手数料0.14%
→ 出願が出たのと同じセッションで、ETHショートが$115M+清算された
→ ブラックロックは3月からステーキングETH ETFを稼働させており、グレースケール版も先四半期だけでステーキング報酬が$8M+流入している
→ それでも、2月以降のあらゆる上昇の試みを跳ね返している下落トレンドラインの下にまだ張り付いている
7月は歴史的にETHにとって最良の月で、2020年以降平均で約27%。去年の7月は、GENIUS ActのニュースとETF流入の記録を背景に、49%上昇した
これが再現されると言っているわけじゃない。でも、同じ月に2つの銀行がステーキング商品を作っていること、そしてEMAを取り戻しつつあることには意味がある。
まだ、抵抗線の上で実際に終値をつける必要がある。そうでないと何も意味を持たない
これ注目だ 👀

$AKE
$AKE is up 615% in the last week and pulled nearly 50% in a single day yesterday. wild run for a token most people have never heard of.
but here's what's bugging me. 31.5% of total supply unlocks between now and 2029, and the cliffs for early investors and contributors just ended in Q1. circulating supply could basically double over the next year.
volume did close to $70M in the last 24h on a $31M market cap. that's not quiet accumulation, that's people flipping this thing all day.
still sitting 58% below its all time high even after a run like this, so maybe there's room left, or maybe that's just unlock supply waiting for the first green candle to dump into.

これは $BTC 最後のベア相場サイクル!!! 🚨🚨🚨
来週、最終的な投げ売りを56kまで下げることは100%確実だと思っていて、正直なところ63kから60kへまっすぐ滑って最安値まで落ちていく感じがする。私は捕まって“負け組の袋”を抱えないために、すでに保有ポジションを削ってるんだけど、みんなは本当に下落に備えてるの？それとも、私が間違ってることを願ってるだけ？

🚨スキップしないで🚨
正直、入ってくる大きなフラッシュでみんなの信念が試されるから、手を出さずに耐える心構えをメンタル的にしてます。いまから、$BTC が150kに触れる前に50kまで落ちていくのを、まっすぐ目の当たりにすることになる。さらに、あの大きな7kの上昇に入る前に、イーサリアムが1300までスライドして戻ってくるのを見てる。

同じノリで$BNB も、最終的に2000をクリアする前に、350か400までの下げを待ってる。

そして、$SOL が「40か50ドルにまで痛みを伴う形で戻ってから」やっと500に到達する件については、語るまでもない。

AI x DePIN Convergence
Semiconductor stocks got hammered this week. SK Hynix's ADR dropped more than 20% in two sessions, and the broader chip sector is dragging Asian and US equities lower on fears that the AI trade ran too far, too fast.
AI models need compute, bandwidth, and physical infrastructure that centralized cloud providers can't scale fast enough, or cheap enough, on their own. DePIN (Decentralized Physical Infrastructure Networks) tokenizes the incentive layer behind that build out: GPU networks, wireless, storage. Funded by actual usage instead of venture rounds. $FET (Artificial Superintelligence Alliance) and $RENDER sit right at the center of it. One's built around decentralized agent and compute coordination, the other around distributed GPU rendering and compute markets.
Where do $BTC fit into this? They're still the liquidity backbone. Most DePIN
flows route through BTC or ETH pairs before rotating into the AI infrastructure basket. If you want a cleaner read on real rotation versus noise, watch how FET and RENDER perform against ETH, not just against the dollar.
the chip stock selloff and the DePIN thesis are related, but they're not the same trade. AI being under pressure in equities doesn't mean AI infrastructure tokens have to move the same way.
https://www.bloomberg.com/news/newsletters/2026-07-17/stocks-slide-as-chip-selloff-deepens