There’s been a clear shift in how early-stage investments are approached.

The market is likely to experience a major reshuffling over the next 18 months.

We’re going to see a shakeout of projects that were purely speculative.

Here are 5 things that will change the space entirely
👇

Once regulatory clarity improves, particularly around mid-2025, I believe the market will stabilize. This will likely open the door for projects with real value capture mechanisms and compliant token models, which will help build a more sustainable ecosystem for the future.

1. The Changing VC Investment Model in Crypto

2. The Tension Between VCs and Retail Investors

3. Problematic Token Design Models

4. Opportunities in Application Layers and Mini-Games

5. The Potential of the Solana Ecosystem

#BTC #ETH #ETHETFsApproved #HotTrends #BTCETFSPOT

🚀 Franklin Templeton’s $420M money market fund now runs on $AVAX.

Meanwhile, ParaFi Capital, with over $1B in AUM, partners with Securitize to tokenize private market investments.

A deep dive into the RWA and tokenization landscape on Avalanche
🧵👇

🔑 Key Takeaways:

1️⃣ Tokenization Perks: @paraficapital tokenized fund simplifies settlement, reduces costs, and expands investor access.

2️⃣ Avalanche’s Strength: @avax fast, low-cost network supports a growing ecosystem of tokenized assets.

3️⃣ Future Finance: The ParaFi-Avalanche collaboration shows how asset managers can move products onto blockchains.

4️⃣ Market Outlook: The tokenized assets market has surpassed $12B, with projections reaching $5T by 2030.

#BTC #ETH #HotTrends #ETHETFsApproved #CPI_BTC_Watch

This might be the quietest alpha of the year. 🪂

Interesting to see @mentolabs’ cUSD quietly fueling $CELO surge in activity, backed by a substantial $200M reserve.

Clearly we can see a uptickin Daily Active Addresses, Daily Trascantions and Stablecoin transfer volume.

After @VitalikButerin tweeted about it, it’s clear cUSD is more than just a stablecoin. It aligns with Ethereum’s vision and could be pivotal in driving accessible global finance forward.

#CELO #BTC #ETH #ETHETFsApproved #HotTrends

We are in the early innings of a full blown bull

Current trend is mirroring past cycles

Why I am bullish in Q4 and in 2025
🧵👇

Bitcoin's performance this cycle closely resembles the 2016 and 2020 bull markets.

Financial markets are inherently cyclical because human nature remains constant.

This similarity suggests it's unlikely that Bitcoin has already reached its peak.

Since January 2024, over 500,000 BTC have been withdrawn from exchanges. It typically indicates they're planning to hold rather than sell in the near future. This accumulation suggests a potential supply squeeze if the trend continues.

Also, Bitcoin's dominance hit a multi-year high, indicating we're likely still in Phase 1. Historically, altcoin seasons begin after Bitcoin's dominance starts to decline. I believe we're nearing this transition to Phase 2.

Some predictions for 2025

1. The Rise of Real-World Asset (RWA) Tokenization - @plumenetwork @IxSwap
2. Growth of Consumer-Based Blockchains
3. Bitcoin Reaching $100,000
4. @Uniswap V4 Unlocking New Opportunities
5. Stablecoins Becoming Blockchain's Biggest Use Case - https://x.com/arndxt_xo/status/1829445965352468482…
6. Dominance of AI-Focused Projects Led by $TAO - @zero1_labs @nillionnetwork
7. Blockchain Transforming Licensing and Intellectual Property @StoryProtocol
8. @pudgypenguins Rising as a Top NFT Collection

....

#btc #ETHETFsApproved #ETH #HotTrends

The concept of Blind Computation is pioneered by @nillionnetwork

To help you understand what is that all about, I am breaking it down into 5 levels

Sharing my takeaways with you
👇

I am excited about what Nillion is building as this could change the computation work that has been done. Imagine companies collaborating without sharing sensitive data, or us using powerful AI without giving up our personal info. It's like... the holy grail of data privacy!

Alpha: Nillion is building a "blind computer"👀

The Five Levels of Blind Computation

Level 1: Manipulating Hidden Data
Level 2: The Blind Multiplier
Level 3: The Fellowship
Level 4: The Privacy Toolbox
Level 5: The Dual Edges of Cryptography

#btc #ETH #ETHETFsApproved #HotTrends #AI

We're seeing a significant increase in global liquidity M2 as central banks pivot away from their hawkish stances.

Interest rates are decreasing, and the "money printers" are warming up again with a return to quantitative easing.

Still, $BTC will remains as the liquidity king
👇

Now, here's where it gets really interesting. Recent research has shown that no other asset class correlates more strongly with changes in global liquidity than Bitcoin. Not stocks, not bonds, not even gold – Bitcoin takes the crown when it comes to directional alignment with liquidity fluctuations.

Remember the last crypto bull run? It coincided perfectly with the massive liquidity injection during the COVID-19 crisis. Governments were handing out money all over, and Bitcoin soared to new heights.

So, what does all this mean for Bitcoin and the crypto market moving forward? If the current trend of increasing liquidity continues, we could be on another significant bull run. Bitcoin, being the most correlated asset to these liquidity changes, is likely to be the first and potentially biggest beneficiary.

Bullish on $BTC too alongside $ETH.

#btc #ETHETFsApproved #ETH #HotTrends

Seriously, I'm scratching my head.
I'm hoping you all can help me make sense of what I'm seeing.
Cardano is making in over $3.48M in fees annualized.
Should you be at all bullish on $ADA? 👇

Cardano has been dubbed the "great tech" blockchain, but when I look at the numbers, I'm left wondering...

Let me break down what I'm seeing:
• Market Cap: Sitting at $12.6B, ranking 11th among all cryptocurrencies. It's on all the major exchanges.
• Transaction Speed: Cardano's TPS is currently 0.28. That's about 25,000 transactions per day.
• Fee Revenue: In the last year, Cardano collected $3.48M in fees. Last 6 months? Just $1.27M.

Please humor me for a sec:
• Solana: 7,229 TPS
• Tron: 272 TPS
• Ethereum: 62.34 TPS
Cardano: 0.28 TPS

TPS can be manipulated, and it doesn't always reflect real-world usage. But still, this gap is...godsend.

The $12B Question?

Here's what's keeping me up at night: How does Cardano's current usage justify a $12B market cap? Am I missing something crucial here? Is there some killer app or use case that I'm overlooking? Or is this a case of the market betting big on future potential?

My Take (but I could be wrong)

Personally, I'm struggling to reconcile the "great tech" narrative with these numbers. It feels like there's a disconnect between Cardano's valuation and its current real-world impact.

#BTC #ETHETFsApproved #ETH #ADA #HotTrends

Tabi raised $11M from @BinanceLabs and @animocabrands

It solves two of the biggest headaches in the web3 gaming scene.

A deep dive into @tabichain omni-execution and veToken 3,3 model
🧵👇

It’s known that traditional blockchains can be complex and hard to integrate with existing web2 platforms, creating a barrier for developers and users transitioning to Web3.

There has also been a huge opportunity to build the next generation of consumer-oriented super apps that leverage web3 technology.

@TabiChain steps in to capitalize on this.

Key Takeaways

• Tabi Chain simplifies Web3 integration for Web2 developers with its omni-execution layer, bridging fragmented ecosystems.
• Backed by $11M in funding from Binance Labs and Animoca Brands, @Tabichain merges Web2 social traffic with Web3 gaming.
• Voyage I & II rewarded users with over 10M transactions, driving community engagement and expanding Tabi’s ecosystem.
• Flagship game Wizzwoods combines SocialFi with Web3 gaming, attracting 600k+ players in just weeks.
• Testnet v2 is rolling out on September 10 and more updates to follow!

#BTC #ETH #HotTrends #ETHETFsApproved #CPI_BTC_Watch

This make me even more bullish on $KZ

There are wallets who recieved $ZK airdrop with 0 transactions on @zksync

Thanks @CryptoStreamHub for the pointing this out

#BTC #ETH #HotTrends #altcoin

I've got 30.8M from $KZ

After the disappointment in $ZK airdrop, $KZ will probably be the biggest drop 👇

You can earn more @KZ_coin points by:
- Bridging on @Orbiter_Finance
- Add LP on @koi_finance @syncswap
- Trade and Stake on @HoldstationW
- Transacting over Paymaster

#BTC #ETH #HotTrends #altcoins #bitcoin

I am loading up more $ATH

Token distribution is healthy with no inflation in the next 3 months.

Here is why I think $ATH is undervalued👇

- Weak selling pressure from investors due to strict vestings

- Over $50M in airdrops as @AethirCloud partnered with @ionet to exchange airdrops + more airdrops potentially from @carv_official @Rivalz_AI @zero1_labs

- Listed on top exchanges like Okx, Bybit.

- Multiple revenue sources: GPU computing power rental, $80M/year - Aethir edge, $999/unit, 7,000 units sold - Node sale, $139M

- Their lead investors are @HashKey_Capital @MeritCircle_IO @animocabrands

#BTC #ETH #HotTrends #ETHETFsApproved #TopCoinsJune2024

Even with the ETFs approved, market is volatile while ZK is being trademarked.

Trump convicted while Biden flips his crypto stance.

Q1 US GDP growth downgraded. Inflation revised downwards.

Everyone planning to sell at $10k with lower TF bullish af
👇🧵

Ethereum and ETF Developments
• Spot Ethereum ETFs Poised for Launch
• Controversy Over "Zero-Knowledge" Trademark Attempt
• Do Kwon Settles SEC Fraud Charges
• JENNER Token Controversy Highlights Celebrity Crypto Risks

Crypto Innovations and Market Dynamics
• NYSE and Mastercard Embrace Crypto Innovations
• CME Declines Solana Futures Amidst ETF Doubts

Market overview

Crypto Market
• Trump and Biden Shift Stance on Crypto: In recent campaign events, Donald Trump has vowed to position the US as a leader in digital assets. In response, President Joe Biden’s team has engaged with key figures in the crypto industry

US Economic Growth and Inflation
• GDP Growth: The US economy expanded at an annualized rate of 1.3% in Q1, down from the previous estimate of 1.6% and significantly lower than the 3.4% growth seen in Q4 2023. This downgrade reflects weaker consumer spending ...

Key Economic Metrics
🔴Increasing geopolitical and trade tensions between the U.S., Europe, and China, focusing on the imposition of significant tariffs by the U.S. on imports of Chinese electric vehicles and other products.

#BTC #ETH #ETHETFsApproved #HotTrends #altcoin

With the ETH ETF approved, I don't think market has fully internalized that yet
- ETH ETF approval is too close to BTC ETF
- Market participants do not have enough time to digest its impact yet

At the same time, we are underestimating to what ETF flows will do to $ETH :
- $ETH exchange levels are at lowest level since 2016
- LRT will accelerate the amount of staked $ETH
- $1 of flows into ETH ETF will have much larger effect on price compared to BTC ETF
- $ETH is much less inflationary than $BTC

Some stats from @muxprotocol:
- Last 7 days, $ETH clearly dominated the trades
- However in the last 24H we are seeing a resurgence for $ARB being traded dominating 42%. Followed by $BTC and $ETH
- Interesting here becuase $ETH been bleeding after the scam pump on a Holiday Monday to $3950 and today we are seeing $ARB upcoming.
- Clearly, we are now in the memesupercycle

Is an alt season coming?
#BTC #ETHETFsApproved #ETH #altcoins #HotTrends

2 weeks ago I gave you the perfect entry to buy $BTC at $60k

Don’t get shaken out with micro micro cycles within a macro cycle as short-term price action is insignificant

Here are 3 indicators + Perfect cyclicality charting
👇🧵

Crypto Market Updates
• SEC Approves Ethereum ETFs Amid Market Uncertainty
• Grayscale Undergoes Leadership Shift Amid Market Challenges
• Gala Games Overcomes $200 Million Token Hack
• Crypto World Mourns Kabosu, the Face Behind Dogecoin

Crypto Exchanges and Platforms
• Bybit Refutes Insolvency Rumors, Ensures Asset Security
• Gate and OKX Respond to Hong Kong's Tightened Crypto Regulations
• Coinbase Restores XRP Trading, Supreme Court Weighs In
• Binance Revises Listing Strategy

Market overview

SEC Approves Spot ETH ETFs
Grayscale CEO Departs
White House Opposes Crypto Bill
Gala Games Hack
Major Banks' Bitcoin Holdings
Venezuela Cracks Down on Crypto Mining

#ETH #BTC #HotTrends #ETHETFS #ETHETFsApproved

I am bullish on the most underrated categeory, second after liquid staking = Lending

We saw that Lending reached its ATH in Apr 2024 and the last time it did so was during 2021

This is also one of the most resilient sector despite $BTC breaking below 60k as the TVL for this category did not fall too badly

The current problem with many of these lending protocols is that they are siloed on a certain ecosystem/chain and that liquidity is fragment and inefficient

One that have just publicly launched is @soulprotocol that revolutionizes the lending space by allow collaterals to be borrowed from ANY chains without liquidity fragmentation.

This opens up a whole range of possibilities and unlock a huge amount of liquidity to be used.

#BTC #ETHETFsApproved #ETH #HotTrends

It might seem like a godsend feature for ChatGPT to access all your apps like docs and spreadsheets.

But is this a truly good idea?

Perfect because right now, I don't need to know how does formulae work on sheets. This sort of dumbed down the skills required for many people to perform tasks with understanding.

It becomes a world where the best people to hire or best workers are not the ones that knows how to do their job well but rather just getting it done.

The AI revolution will rid of computer jobs/tasks that are repetitive and mundane. We will probably see a demand for more human touch as it becomes more so important now.

Google already made machines that can communicate with machines in languages isn't understood by humans.

Heading into a uncharted territory for AI and decentralised AI will be a huge narrative for this year.

#BTC #ETH #HotTrends

Its clear where the sentiments are pointing towards as we approach a ETH ETF

Over 350% in 24H volume
ETH dominated over 90% across all assets in the last 24H

#BTC #ETH #HotTrends #ETHETFS #MCB

Capo longed ☠️

#BTC #ETH #HotTrends #ETHETFS

Despite harsh markets $PENDLE $FRIEND was heavily accumulated by Hayes and Machi

AI coins holding strong while we saw a resurgence of memecoins especially CTO ones

Read till the end to get your alpha for 45 early projects
🧵👇

Weekly Updates

This week we cover proposals to improve Ethereum's user experience, integrate AI capabilities, and increase Layer 2 scaling.

EIP-7702
Pectra Hard Fork
ORA
Other Notable Updates

Narrative Overview

It seems that $BTC experienced a significant price drop on April 30th and May 1st, breaking below the $60,000 support level it had held since early March.

Outflows from cryptocurrency ETFs, with a record $560 million in outflows on May 1st.

However, the market appeared to find a bottom around $56,600 for BTC, and a subsequent bounce occurred, potentially aided by positive news from BlackRock and favorable NFP data.

Resurgence of "memecoin" performance like $PEPE, $WIF , $DOGE , $BONK, and $FLOKI leading the way.

Tesla's accepted $DOGE as payment. There was also a surge in interest around various cat-themed coins, with POPCAT emerging as a leader in this niche.

#BTC #ETH #HotTrends