Block26

I do not strive to earn a lot.
Recently, I have been feeling nostalgic for the years 2020–2021. Back then, everything seemed easier and more carefree, as if the sun shone differently. But these memories always lead me to one realization.

At that time, I was younger. Money was already there, but understanding was not. Accordingly, my attitude towards money was completely different.

I wanted to earn a lot and quickly. Partly, I even succeeded. It seemed to me: here will be a conditional five million – and I will be able to not work for a long time. But at some point, these illusions disappeared.
Five years have passed. During this time, I had to experience a lot, and my attitude towards money has changed.
Today, I do not want to earn a lot. I want to earn systematically.

If there is a choice between a large amount here and now or a stable income over a long period – I will choose the second option. Even if there will be less money there.

I am interested in a clear and predictable income that can be scaled and properly distributed over time.
Perhaps that is why in 2021, I eagerly entered crypto, and today it evokes no emotions in me.

Following $HYPE (which is already approaching 70), they are trying to pump its "proxy" — $LIT and $ASTER .

Specifically regarding ASTER: the ticker has shown extremely weird price action over the last few months (after the February bottom), essentially turning into an algorithmic stablecoin (3rd screen, daily timeframe). It will be interesting to see how it breaks out of this prolonged consolidation.

The American community is getting increasingly frustrated with $ETH .
There's a growing pessimism about the performance over recent years, with thoughts like: “the vibes remind me of $LTC and $BCH a few cycles back,” and Tom Lee with his $8 billion drawdown is already toxic.

Even ETH maximalists are feeling down, openly regretting that they didn't just buy potatoes.

ETH over 5 years: -40%.
Potatoes = 8x.

In a healthy crypto market, we should be chilling around a $8 trillion cap.
Not just $2.5 trillion.

So what happened on 10.10?

Here's my plan:
Today I'm selling my car and grabbing $70k in stables.
I'm opening a long at $BTC with low leverage (5x).
Bitcoin's price by December? Easy, $100k–$200k.
Profit: + $350,000.
In the worst-case scenario, Bitcoin will be at $75k — I'll break even and just buy my car back.
Literally free money

Right now, the whole crypto scene is buzzing about 5 tickers: $HYPE , $ZEC , $NEAR , $VVV, $GRASS — all of them are focused on AI, privacy, and perp plays. There's solid growth in each, and two of these tickers are hitting new ATHs. An interesting point about NEAR: it's moving simultaneously on the AI narrative (intents) and the privacy narrative (confidential intents).

$ETH is currently showing the worst performance among the 'heavy' altcoins.
Tom Lee is currently holding a record drawdown of around $8 billion on his ETH position.

In the last 30 days:
ETH: -13%
SOL: -3%
TRX: +10%
TON: +32%
HYPE: +35%
ZEC: +76%

$NEAR
A +30% pump today and +55% over the next few days.
One of the tickers I added to my bag on the dip.
There's also an AI narrative.

Trading is the harshest profession.
Someone at rock bottom today might hit the jackpot in 2 years, changing their life.
Someone at the peak today could lose it all in 2 years and start from scratch.
Did you make it big? They'll say you just got lucky.
Did you lose everything? They'll call you a degenerate.

The Trump administration is investing $2 billion in 9 companies working on quantum computers. In return, the state will receive stakes in these firms - WSJ.

This is the largest single state investment in the industry. Trump is clearly betting on quantum tech as the next frontier after AI. Previously, he made a solid play on AI and chips (see the INTC candlestick).

Indirectly and purely theoretically, this isn't very bullish for $BTC (unfortunately, quantum protection seems to be lagging) and is bullish for $ZEC (there's a public timeline and active work specifically in this direction: quantum-recoverable wallets - this June, full transition expected by 2027).

The trader is holding a public short on $HYPE for $100 million, averaging down on the current rise.

Drawdown - $26 million, liquidation at 80; not long ago, he was in good profit, but he got caught in this position (screenshot 1).
Meanwhile, a notable story of another trader who has been longing HYPE since October at an average price of 38 ($50 million). He weathered the entire drop down to 20, constantly adding margin to avoid liquidation. At one point, he had a drawdown of -$25 million (January)… Today he’s up 28. Just one position, 8 months holding the long and $2.4 million earned from funding (screenshot 2)

$HYPE - Hi from October 2025.
The market's only got eyes for a few tickers.
He’s totally forgotten about altcoins like Ethereum or Solana.

The current crypto trade looks funny because in 10 years $BTC will either be worth 0 or over a million - and in both cases, you'll feel like a fool.

$PUMP
Completely retraced all gains.
If it sneezes at $BTC , altcoins are going to tank by -50% (this doesn’t literally apply to a few tickers).

Back in the red.

$BTC vs $ZEC interesting 🤔

SpaceX just started trading with a valuation that doubles the entire crypto market cap.

Can't these investors throw us a little support with some cash, seriously?

Zcash is reminiscent of the early days of Bitcoin - but some see a red flag in its privacy features.

Unexpectedly, $ZEC is making headlines today on the pages of the main financial media - The Wall Street Journal.

Does anyone have a solid explanation for why, with all the current events, $BTC is still not at 100k+?

Trump is flying to Beijing today for a meeting with Xi.

This marks the first visit of a US president to China in nearly a decade.
Alongside him is an unprecedented delegation in terms of scale and composition for modern presidential visits:
Elon Musk (Tesla + SpaceX)
Jensen Huang (Nvidia)
Tim Cook (Apple)
Larry Fink (BlackRock)
Stephen Schwarzman (Blackstone)
Kelly Ortberg (Boeing)
Jane Fraser (Citi)
David Solomon (Goldman Sachs)
Larry Culp (General Electric)
Cristiano Amon (Qualcomm)
Sanjay Mehrotra (Micron)
Brian Sykes (Cargill)

The goal of the trip: trade deals, access to the Chinese market, AI issues, and chip exports.

Trump aims to set a world record for the number of deals signed.