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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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
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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:
β‘οΈ $HYPE - Stablecoins will soon be able to become spot quote assets on Hyperliquid by staking 200k HYPE
β‘οΈ $S - Sonic Summit 2025 starts on Sept. 29. I expect some big announcements during it
β‘οΈ $RUNE - Thorchain will release Rapid Swaps and Limit Swaps in the coming weeks
β‘οΈ $KAITO - Kaito is expected to release gKAITO, one of its biggest upgrades, soon
β‘οΈ Falcon - The community sale of Falcon Finance starts on Sept. 16
β‘οΈ $RESOLV - Claiming for Resolv's S2 airdrop begins on September 19
β‘οΈ $DOGE - 1st Dogecoin ETF is expected to go live next week
β‘οΈ $ARB - $49.78M worth of ARB will be unlocked on Sept. 16
β‘οΈ $PTB - Portal to Bitcoin's Season 1 Kaito Campaign ends on Sept. 20
β‘οΈ Mavryk - Mavryk Network, a blockchain for real-world assets, will release its token on Sept. 18
β‘οΈ Lombard - The TGE date of Lombard Finance is expected to be announced very soon, as its claim page has recently been registered
β‘οΈ Macro 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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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.
If BTC and ETH stay steady, alts could be next in line for fireworks.
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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.
If you want to see what we are holding, you know where to find it.
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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Corporate and protocol treasuries are no longer BTC-only. In just months the landscape shifted into a true multi-asset mix.
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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Jesse Pollak just confirmed that Base is βexploring a network token.β That means $BASE could be on the way with a possible shift from L2 to full standalone chain.
If $BASE launches, it wonβt 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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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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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.
Cycles donβt repeat perfectly, but they rhyme. Wealth is built when most donβt 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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