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Ethereum leads in institutional adoption.

Solana leads in retail adoption.

Hyperliquid leads in trading adoption.

Don't be a maxi.
It's never been more obvious that the future is multichain.


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JUST IN: Key Upcoming Events This Week:

β€’ Tuesday: August Retail Sales data
β€’ Wednesday: Fed Rate Decision, FOMC Press Conference, Fed Dot-Plot Projections
β€’ Thursday: Philly Fed Manufacturing Index and Initial Jobless Claims data

The market's reaction will depend on these data releases, which could be either bullish or bearish for the US dollar and risk assets.


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Crypto Watchlist for the week ahead:

➑️$HYPE - Stablecoins will soon be able to become spot quote assets on Hyperliquid by staking 200k HYPE

➑️$S - Sonic Summit 2025 starts on Sept. 29. I expect some big announcements during it

➑️$RUNE - Thorchain will release Rapid Swaps and Limit Swaps in the coming weeks

➑️$KAITO - Kaito is expected to release gKAITO, one of its biggest upgrades, soon

➑️Falcon - The community sale of Falcon Finance starts on Sept. 16

➑️$RESOLV - Claiming for Resolv's S2 airdrop begins on September 19

➑️$DOGE - 1st Dogecoin ETF is expected to go live next week

➑️$ARB - $49.78M worth of ARB will be unlocked on Sept. 16

➑️$PTB - Portal to Bitcoin's Season 1 Kaito Campaign ends on Sept. 20

➑️Mavryk - Mavryk Network, a blockchain for real-world assets, will release its token on Sept. 18

➑️Lombard - The TGE date of Lombard Finance is expected to be announced very soon, as its claim page has recently been registered

➑️Macro events - The FED is expected to cut rates by 25 bps on Sept. 17

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JUST IN: The CME FedWatch tool indicates a 94.2% probability of a 400-425 bps Federal Reserve rate at the September 17 meeting.

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πŸš€ Altcoin index faces weekly breakout

TOTAL3, the index tracking all altcoins excluding BTC and ETH, is pressing against a major weekly resistance.

A breakout here would mark the first real cycle-level move for alts since 2021.


➑️ Structure has been building for nearly 3 years
➑️ Breakout zone sits around $1.1T market cap
➑️ Sustained move above would signal risk appetite returning beyond majors

If BTC and ETH stay steady, alts could be next in line for fireworks.


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πŸ“ž The calls inside WHP hit different

Back on July 24 we called PUMP right at the bottom, when CT was max bearish and deep in disbelief.
Now it is printing fresh ATHs.


Disbelief is exactly the phase where you want to enter if you have conviction and a system.
That is how cycle winners are caught.

➑️ Inside WHP we run a balanced basket of potential runners that are still near entries.
If you want to see what we are holding, you know where to find it.

➑️ For those chasing free capital, we now have a dedicated airdrop desk run by a team that has managed to secure 5-figure drops across projects

Not bad timing to get in
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JUST IN: Multicoin's Solana fund has acquired 6,822,000 $SOL at an average price of $232, amounting to $1.58 billion.

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JUST IN: MoonPay plans to acquire payments startup Meso, according to Bloomberg.

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🏦 Digital treasuries move beyond BTC

Corporate and protocol treasuries are no longer BTC-only. In just months the landscape shifted into a true multi-asset mix.

➑️ ETH was the first to gain share
➑️ SOL is now the fastest climber
➑️ Risk capital trickling into HYPE, TAO, DOGE
➑️ BTC still leads with ~115 treasuries, ETH around 70, SOL closing in

The takeaway: treasuries are starting to mirror crypto portfolios - majors first, then a steady crawl down the risk curve.


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JUST IN: 0xMert states he has no connection to the new Solana data platform that coincidentally shares his company's name.

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JUST IN: Pumpdotfun has surpassed Hyperliquid in 24-hour revenue, according to DefiLlama data.

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JUST IN: MetaMask has launched its USD, $MUSD.

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🟦 BASE hints at its own token

Jesse Pollak just confirmed that Base is β€œexploring a network token.” That means $BASE could be on the way with a possible shift from L2 to full standalone chain.

➑️ Tokenomics discussion now on the table
➑️ Airdrop potential back in play
➑️ Coinbase-backed infra with nearly 1M followers

If $BASE launches, it won’t just be another token. It could reshape the narrative around L2s vs sovereign chains.

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JUST IN: Polymarket has submitted a form to the SEC indicating "other warrants" in its recent fundraising, which is usually interpreted as tokens, suggesting the possibility of a Polymarket token launch.

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JUST IN: Js_horne suggests that Zora, a Base-based platform, may soon support deposits on Solana.

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JUST IN: The Pumpfun livestreamers have been highlighted in Rolling Stone for allegedly leaking Drake's new music.

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Position sizing is everything.

Many people hold 25-30 tokens at once.

Friendly reminder that a 100x on a token that represents only 1% of your portfolio won't meaningfully change your life.

It's better to make a few high-conviction bets than to overdiversify.


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JUST IN: Circle has created an additional 250,000,000 $USDC on Solana, with a total of 2.25 billion $USDC minted this month.

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⚑️ Altcoins vs Bitcoin: cycle setup repeats

The alt/BTC chart is showing the same structure we saw in 2017 and 2021. Both times disbelief marked the bottom before alts ripped higher.

➑️ 2017 disbelief β†’ liftoff
➑️ 2021 same pattern β†’ same outcome
➑️ 2025 lining up for the third strike

Cycles don’t repeat perfectly, but they rhyme. Wealth is built when most don’t believe - not after the parabolic move has started.


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JUST IN: A major investor initially acquired and staked 2M $HYPE tokens for $17.4M, currently valued at $107.2M, and has now removed the stake, possibly to realize profits.

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