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Gourav-S

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Bitcoin vs. Gold Valuation Signals a Potential Buying Opportunity Recent analysis of Bitcoin’s valuation relative to gold suggests a possible buying opportunity for BTC, especially after the Bitcoin-to-Gold ratio fell sharply and reached rare levels not seen in nearly two years. This has caught the attention of traders and long-term investors as markets price in macro uncertainty and shifting safe-haven demand. Why This Matters The Bitcoin-to-Gold ratio — which measures how many ounces of gold one Bitcoin can buy — has dropped to around 18.5 ounces per BTC, one of its lowest points since late 2023. Historically, such deep declines in this ratio have been viewed by some analysts as rare asymmetric setups, where BTC is comparatively cheap relative to gold and ripe for future re-rating. Wall Street analysts also point out that Bitcoin may be “undervalued” relative to gold on a risk-adjusted basis, noting that institutional demand for gold far outweighs BTC’s market cap — and suggesting that a fair valuation could imply significantly higher Bitcoin prices if BTC were to capture more store-of-value demand. Some projections even indicate theoretical BTC prices far above current levels if it were valued comparably to gold. What Investors Are Watching Ratio levels: At extreme lows, some traders see potential for rotation back into Bitcoin if risk appetite improves. Market cap gap: Bitcoin’s total market cap still trails gold’s by a wide margin, hinting at room for growth if adoption widens. Safe-haven competition: While gold remains a top hedge, Bitcoin’s unique digital scarcity and ETF access are changing how investors think about diversification. In short: As gold continues to outperform recently, Bitcoin’s relative valuation slide has created a contrarian setup that some analysts interpret as a potential buying opportunity — especially for long-term holders who view deep BTC discounts versus gold as a signal for future rotation and growth.
Bitcoin vs. Gold Valuation Signals a Potential Buying Opportunity

Recent analysis of Bitcoin’s valuation relative to gold suggests a possible buying opportunity for BTC, especially after the Bitcoin-to-Gold ratio fell sharply and reached rare levels not seen in nearly two years. This has caught the attention of traders and long-term investors as markets price in macro uncertainty and shifting safe-haven demand.

Why This Matters

The Bitcoin-to-Gold ratio — which measures how many ounces of gold one Bitcoin can buy — has dropped to around 18.5 ounces per BTC, one of its lowest points since late 2023. Historically, such deep declines in this ratio have been viewed by some analysts as rare asymmetric setups, where BTC is comparatively cheap relative to gold and ripe for future re-rating.

Wall Street analysts also point out that Bitcoin may be “undervalued” relative to gold on a risk-adjusted basis, noting that institutional demand for gold far outweighs BTC’s market cap — and suggesting that a fair valuation could imply significantly higher Bitcoin prices if BTC were to capture more store-of-value demand. Some projections even indicate theoretical BTC prices far above current levels if it were valued comparably to gold.

What Investors Are Watching

Ratio levels: At extreme lows, some traders see potential for rotation back into Bitcoin if risk appetite improves.
Market cap gap: Bitcoin’s total market cap still trails gold’s by a wide margin, hinting at room for growth if adoption widens.
Safe-haven competition: While gold remains a top hedge, Bitcoin’s unique digital scarcity and ETF access are changing how investors think about diversification.

In short: As gold continues to outperform recently, Bitcoin’s relative valuation slide has created a contrarian setup that some analysts interpret as a potential buying opportunity — especially for long-term holders who view deep BTC discounts versus gold as a signal for future rotation and growth.
USDC Treasury Burns $50M on Ethereum — What It Means for Stablecoin Supply The USDC Treasury has permanently burned approx. $50 million worth of USDC tokens on the Ethereum blockchain, according to on-chain tracking data. The burn was executed through an address associated with the USDC Treasury and confirmed via Whale Alert monitoring earlier this week. What Happened Around 50,000,000 USDC (about $50 million) were sent to a burn address, effectively reducing the circulating supply on Ethereum. This is part of Circle’s broader stablecoin supply management strategy, where tokens are destroyed after redemption or treasury rebalancing. Similar burns — including more than 51 million USDC on Solana — have occurred across networks as Circle adjusts supply in response to demand and liquidity flows. Why It Matters Stablecoin burns don’t directly change the peg (USDC remains ~ $1), but they do reduce the total circulating supply, which can impact liquidity in DeFi and trading venues if demand remains high. As stablecoins like USDC expand into broader global finance — with total supply exceeding tens of billions — treasury burns are one tool issuers use to keep circulation aligned with real-world demand and redemption activity. What This Could Signal Supply management: Burns often follow redemptions — meaning holders exchanged USDC back for USD — signaling a contraction in active supply. Liquidity dynamics: Fewer USDC circulating could tighten liquidity for DeFi lending, yield strategies, and stablecoin-denominated trading pairs. Market structure: The burn underscores active treasury management as Circle operates USDC across multiple chains including Ethereum and Solana. In short: The USDC Treasury’s destruction of $50 million USDC on Ethereum marks a notable adjustment in stablecoin supply — part of ongoing efforts to balance circulation with demand and maintain market stability amid evolving usage patterns.
USDC Treasury Burns $50M on Ethereum — What It Means for Stablecoin Supply

The USDC Treasury has permanently burned approx. $50 million worth of USDC tokens on the Ethereum blockchain, according to on-chain tracking data. The burn was executed through an address associated with the USDC Treasury and confirmed via Whale Alert monitoring earlier this week.

What Happened

Around 50,000,000 USDC (about $50 million) were sent to a burn address, effectively reducing the circulating supply on Ethereum.
This is part of Circle’s broader stablecoin supply management strategy, where tokens are destroyed after redemption or treasury rebalancing.
Similar burns — including more than 51 million USDC on Solana — have occurred across networks as Circle adjusts supply in response to demand and liquidity flows.

Why It Matters

Stablecoin burns don’t directly change the peg (USDC remains ~ $1), but they do reduce the total circulating supply, which can impact liquidity in DeFi and trading venues if demand remains high. As stablecoins like USDC expand into broader global finance — with total supply exceeding tens of billions — treasury burns are one tool issuers use to keep circulation aligned with real-world demand and redemption activity.

What This Could Signal

Supply management: Burns often follow redemptions — meaning holders exchanged USDC back for USD — signaling a contraction in active supply.
Liquidity dynamics: Fewer USDC circulating could tighten liquidity for DeFi lending, yield strategies, and stablecoin-denominated trading pairs.
Market structure: The burn underscores active treasury management as Circle operates USDC across multiple chains including Ethereum and Solana.

In short: The USDC Treasury’s destruction of $50 million USDC on Ethereum marks a notable adjustment in stablecoin supply — part of ongoing efforts to balance circulation with demand and maintain market stability amid evolving usage patterns.
Spot Gold Slightly Softens After Record Rally, Markets Still on Edge After an extraordinary run to all-time highs near $4,900 per ounce, spot gold prices have edged lower in recent trading amid profit-taking and mixed market signals, though the metal remains near historic peak levels. The slight pullback reflects short-term profit booking by some investors after the bullion surged on safe-haven demand from geopolitical and macroeconomic uncertainty earlier in the week. Earlier sessions saw spot gold vault above $4,880–$4,900, driven by escalating global risk, a softer U.S. dollar, and expectations of future Federal Reserve rate cuts. That milestone capped one of the most powerful rallies in the precious metals space, with analysts continuing to forecast further upside if tensions persist and growth data disappoints. The recent easing in spot gold prices is modest and comes amid mixed economic data showing renewed strength in the U.S. economy, which dampened some safe-haven urgency. Investors are also watching flows into gold-backed ETFs and central bank purchases, both of which have remained strong even as price action consolidates. Why This Matters Today Near-record zones mean gold remains elevated despite pullbacks. Profit-taking and data cues are weighing on near-term prices. Markets are still sensitive to geopolitical risk and inflation expectations, keeping gold attractive as a hedge. In short: Gold’s spot price has softened slightly from historic highs around $4,900, but remains near all-time peak levels — reflecting both profit-taking and ongoing market uncertainty rather than a sustained breakdown. #Gold
Spot Gold Slightly Softens After Record Rally, Markets Still on Edge

After an extraordinary run to all-time highs near $4,900 per ounce, spot gold prices have edged lower in recent trading amid profit-taking and mixed market signals, though the metal remains near historic peak levels. The slight pullback reflects short-term profit booking by some investors after the bullion surged on safe-haven demand from geopolitical and macroeconomic uncertainty earlier in the week.

Earlier sessions saw spot gold vault above $4,880–$4,900, driven by escalating global risk, a softer U.S. dollar, and expectations of future Federal Reserve rate cuts. That milestone capped one of the most powerful rallies in the precious metals space, with analysts continuing to forecast further upside if tensions persist and growth data disappoints.

The recent easing in spot gold prices is modest and comes amid mixed economic data showing renewed strength in the U.S. economy, which dampened some safe-haven urgency. Investors are also watching flows into gold-backed ETFs and central bank purchases, both of which have remained strong even as price action consolidates.

Why This Matters Today

Near-record zones mean gold remains elevated despite pullbacks.
Profit-taking and data cues are weighing on near-term prices.
Markets are still sensitive to geopolitical risk and inflation expectations, keeping gold attractive as a hedge.

In short: Gold’s spot price has softened slightly from historic highs around $4,900, but remains near all-time peak levels — reflecting both profit-taking and ongoing market uncertainty rather than a sustained breakdown.

#Gold
How Validators Are Chosen on Vanar Chain — A Genuine Look at PoA, PoR & DPoS@Vanar $VANRY #vanar Vanar Chain uses a hybrid consensus mechanism that balances speed, security, and community participation by combining Proof of Authority (PoA), Proof of Reputation (PoR), and Delegated Proof of Stake (DPoS) — a distinctive blend that sets it apart from many traditional blockchains. 1. What Is the Hybrid Consensus? Unlike pure Proof of Stake (PoS) or Proof of Work (PoW), Vanar’s hybrid model leverages the best aspects of multiple mechanisms: Proof of Authority (PoA): The network initially relies on PoA, where trusted entities validate transactions and create blocks. Validators are approved based on their identity and credibility, offering fast validation without heavy computational costs. Proof of Reputation (PoR): This layer enhances PoA by selecting validators based on their established reputation in Web2 and Web3. Only entities with recognized credibility — such as well-known organizations or respected infrastructure providers — qualify to run validator nodes. Delegated Proof of Stake (DPoS): Vanar adds a community-driven element by allowing VANRY holders to delegate their tokens to reputable validators. This not only strengthens network security but also lets everyday users participate in consensus and earn rewards. 2. How Are Validators Selected? Validator selection on Vanar isn’t random or purely economic; it’s credibility-based and multi-stage: Phase 1 — Reputation Screening (PoR) Potential validators must demonstrate real-world reputation, which can include industry standing, transparency, and brand trust. The Vanar Foundation evaluates these applications and assigns a reputation score. Validators with high scores are approved to join the network. This process helps prevent bad actors from joining simply by acquiring tokens and deters Sybil attacks, where bad actors create fake identities to influence consensus. Phase 2 — Stake Delegation (DPoS) Once reputable validators are approved, $VANRY holders can stake and delegate their tokens to the validators they trust. Delegation increases the validator’s effective stake and rewards both the validator and the delegators, strengthening network security. This model gives token holders a real say in the network’s future without requiring them to run a node themselves. Phase 3 — Ongoing Evaluation Validators aren’t permanent — they’re continuously monitored for performance and conduct. Poor performance or non-compliance with network rules can reduce a validator’s standing or lead to disqualification. 3. Why This Matters Vanar’s hybrid consensus tackles a key trade-off in many blockchains: security vs. speed vs. decentralization. Security: Reputable entities are less likely to act maliciously because their public standing is at stake, which strengthens trust across the network. Performance: Fewer trusted validators under PoA ensure fast block times and low costs without extensive resource needs. Community Participation: Through DPoS, regular $VANRY holders can meaningfully contribute to consensus and earn rewards — making the network participatory rather than controlled by a select few. This blended consensus strives to offer real-world scalability and trust without sacrificing decentralization entirely. It provides an innovative path for blockchains that aim to balance speed, transparency, and active stakeholder engagement. 4. Real-World Examples of Validator Participation Notable infrastructure partners like BCW Group and Stakin have already joined Vanar’s validator ecosystem, bringing enterprise-grade infrastructure and credibility to the network. These validators help validate transactions using PoR and reinforce the chain’s performance and trustworthiness. Conclusion Vanar Chain’s consensus isn’t based on raw computing power or sheer wealth — it’s built around trust, reputation, and community involvement. By blending Proof of Authority, Proof of Reputation, and Delegated Proof of Stake, Vanar creates a secure, efficient, and inclusive network where validators are accountable and every token holder can make a meaningful impact.

How Validators Are Chosen on Vanar Chain — A Genuine Look at PoA, PoR & DPoS

@Vanarchain $VANRY #vanar
Vanar Chain uses a hybrid consensus mechanism that balances speed, security, and community participation by combining Proof of Authority (PoA), Proof of Reputation (PoR), and Delegated Proof of Stake (DPoS) — a distinctive blend that sets it apart from many traditional blockchains.

1. What Is the Hybrid Consensus?

Unlike pure Proof of Stake (PoS) or Proof of Work (PoW), Vanar’s hybrid model leverages the best aspects of multiple mechanisms:

Proof of Authority (PoA): The network initially relies on PoA, where trusted entities validate transactions and create blocks. Validators are approved based on their identity and credibility, offering fast validation without heavy computational costs.

Proof of Reputation (PoR): This layer enhances PoA by selecting validators based on their established reputation in Web2 and Web3. Only entities with recognized credibility — such as well-known organizations or respected infrastructure providers — qualify to run validator nodes.

Delegated Proof of Stake (DPoS): Vanar adds a community-driven element by allowing VANRY holders to delegate their tokens to reputable validators. This not only strengthens network security but also lets everyday users participate in consensus and earn rewards.

2. How Are Validators Selected?

Validator selection on Vanar isn’t random or purely economic; it’s credibility-based and multi-stage:

Phase 1 — Reputation Screening (PoR)

Potential validators must demonstrate real-world reputation, which can include industry standing, transparency, and brand trust. The Vanar Foundation evaluates these applications and assigns a reputation score. Validators with high scores are approved to join the network.

This process helps prevent bad actors from joining simply by acquiring tokens and deters Sybil attacks, where bad actors create fake identities to influence consensus.

Phase 2 — Stake Delegation (DPoS)

Once reputable validators are approved, $VANRY holders can stake and delegate their tokens to the validators they trust. Delegation increases the validator’s effective stake and rewards both the validator and the delegators, strengthening network security.

This model gives token holders a real say in the network’s future without requiring them to run a node themselves.

Phase 3 — Ongoing Evaluation

Validators aren’t permanent — they’re continuously monitored for performance and conduct. Poor performance or non-compliance with network rules can reduce a validator’s standing or lead to disqualification.

3. Why This Matters

Vanar’s hybrid consensus tackles a key trade-off in many blockchains: security vs. speed vs. decentralization.

Security: Reputable entities are less likely to act maliciously because their public standing is at stake, which strengthens trust across the network.

Performance: Fewer trusted validators under PoA ensure fast block times and low costs without extensive resource needs.

Community Participation: Through DPoS, regular $VANRY holders can meaningfully contribute to consensus and earn rewards — making the network participatory rather than controlled by a select few.

This blended consensus strives to offer real-world scalability and trust without sacrificing decentralization entirely. It provides an innovative path for blockchains that aim to balance speed, transparency, and active stakeholder engagement.

4. Real-World Examples of Validator Participation

Notable infrastructure partners like BCW Group and Stakin have already joined Vanar’s validator ecosystem, bringing enterprise-grade infrastructure and credibility to the network. These validators help validate transactions using PoR and reinforce the chain’s performance and trustworthiness.

Conclusion

Vanar Chain’s consensus isn’t based on raw computing power or sheer wealth — it’s built around trust, reputation, and community involvement. By blending Proof of Authority, Proof of Reputation, and Delegated Proof of Stake, Vanar creates a secure, efficient, and inclusive network where validators are accountable and every token holder can make a meaningful impact.
Token Unlocks & Supply Schedule: How They Could Shape XPL’s Price TrajectoryExamining events, market psychology, risks, and real impacts for $XPL holders #plasma $XPL @Plasma When the Plasma (XPL) token launched with much fanfare in September 2025, expectations were sky-high. It debuted with a strong valuation and lofty ambitions — a blockchain tailored to fast and cheap stablecoin rails and backed by significant liquidity commitments. But real markets don’t move purely on narrative. Over the past few months, XPL’s price behavior has revealed one of the most under-discussed but powerful influences in crypto markets today: the impact of token unlocks and scheduled supply increases. These events don’t just affect charts — they shape sentiment, investor behavior, and the fundamental supply-demand balance that ultimately determines price action. In this article, I’ll break down how these supply dynamics work for Plasma, why they matter, and how they could influence the long-term evolution of XPL’s price. I’ll also share a real-world scenario that puts this into perspective for everyday users and holders. Why Token Unlocks Matter in Crypto Token unlocks are scheduled events where tokens that were previously locked (for founders, investors, ecosystem incentives, or early backers) become eligible to be transferred or sold on the open market. These unlocks usually follow vesting schedules — designed to prevent early dumping, encourage long-term commitment, and gradually increase circulating supply. However, a large unlock can create selling pressure if demand doesn’t absorb the additional supply. This is a familiar pattern across crypto history: once a big lockup expires, markets often see increased volatility, softer prices, and sentiment shifts as holders react. Plasma’s Unlock Schedule: What’s on the Horizon At launch, XPL had the following supply structure: Total supply: 10 billion tokens Circulating supply at debut: ~1.8 billion (~18%) Locked supply: remaining majority with vesting schedules tied to ecosystem, team, and investor allocations. A major unlock event is scheduled for July 2026, when approximately 2.5 billion XPL tokens (around 25% of total supply) will become unlocked after a one-year cliff. This unlock is a critical inflection point for the token’s price dynamics — and here’s why. 1) Increased Supply Can Amplify Selling Pressure When a large number of tokens are released into circulation, the immediate effect is an increase in supply without an immediate equivalent increase in demand. Unless adoption, use cases, or buying pressure grows significantly, prices can soften as holders take profit or exit positions. For XPL, this July 2026 unlock means an immediate potential increase in sell pressure. Market participants often price this in months ahead of time, which can pull prices down even before the unlock actually happens. This dynamic is partly why we’ve seen persistent downward price behavior since XPL’s peak: After launching at around $1.67 and reaching an all-time high, the token fell over 80–90% below that peak in late 2025 as initial hype died down and utility remained limited. Technical traders and long-term holders began pricing in potential supply overhang from future unlocks, contributing to subdued sentiment. 2) Tokenomics and Dilution Pressure Another supply dimension comes from inflation tied to staking and delegation. Once the Plasma network launches staking and validator rewards (scheduled for 2026), new tokens will be minted to pay staking yields. That’s not necessarily inflation in the harmful sense, but it does mean the circulating supply could grow over time unless matched by strong demand and token locking from participants. Put simply — more tokens can mean more selling pressure unless the ecosystem grows fast enough to absorb them through usage and staking demand. 3) Demand Must Match New Supply Levels Markets are ultimately a balance of supply and demand. For XPL, utility largely stems from real usage: Paying gas for non-stablecoin transactions Staking to secure the network Participating in on-chain governance Supporting ecosystem services like Plasma One and stablecoin rails If these use cases gain traction, new demand can offset the impact of unlocks. However, as of early 2026, network activity metrics (transaction per second, broader adoption) have lagged behind early expectations, and XPL’s price action reflects that reality. Real-World Example: The “Unlock Pressure” Impact on Jasmine To illustrate how this works in everyday terms, imagine an early investor named Jasmine: Jasmine bought XPL during the public sale and held most of her tokens in anticipation of network growth. Over time, she saw the price decline from its peak as initial excitement waned. As the July 2026 unlock approached, Jasmine learned that millions of other tokens she doesn’t even own were going to enter circulation soon. She reasoned that this added supply could push prices lower — and decided to sell a portion of her holdings before the unlock. Other holders did the same. What happened? Pre-unlock selling pressure increased: Even before July 2026, token prices saw downward pressure. Reduced confidence: Traders anticipated dilution and priced it in, leading to softer prices. Market sentiment weakened: News and price charts aligned, discouraging new buyers. This is a simplified but representative scenario of how unlock psychology can influence behavior — and therefore price — in ways that often extend beyond pure fundamentals. Mitigating Factors and Long-Term Perspective While unlocks present risks, they’re not guaranteed to tank prices forever: Utility and Adoption Can Absorb Supply If products like Plasma One (a stablecoin-centric financial product) gain real adoption, the demand for XPL for fees or staking could absorb unlocked tokens and stabilize prices. Staking Encourages Lock-Ups Once staking rewards become active, more holders might choose to stake and lock their tokens, reducing circulating supply on exchanges. This mechanism can counteracting dilution over time. Real Adoption Beats Hype Market behavior often shifts when usage data beats speculative narratives. If Plasma’s infrastructure gains traction as a true stablecoin rail — and that momentum translates into real activity — unlock pressure could have less impact than feared. Final Thoughts: Unlocks Are a Market Force Token unlocks and supply schedules are often the hidden forces behind price behavior in crypto. They don’t tell the full story on their own, but they shape sentiment, supply dynamics, and investor psychology in powerful ways. For XPL and the Plasma ecosystem, the July 2026 unlock represents a significant test. If utility and demand grow in tandem with unlocks, the network could absorb the new supply and stabilize price. If adoption lags, unlock pressure could continue to weigh on valuation. As with any developing ecosystem, the key is watching real usage metrics, staking participation, and on-chain activity — not just price alone. Understanding these supply dynamics gives us a clearer picture of how markets might interpret future events — and how holders might react.

Token Unlocks & Supply Schedule: How They Could Shape XPL’s Price Trajectory

Examining events, market psychology, risks, and real impacts for $XPL holders
#plasma $XPL @Plasma

When the Plasma (XPL) token launched with much fanfare in September 2025, expectations were sky-high. It debuted with a strong valuation and lofty ambitions — a blockchain tailored to fast and cheap stablecoin rails and backed by significant liquidity commitments.

But real markets don’t move purely on narrative. Over the past few months, XPL’s price behavior has revealed one of the most under-discussed but powerful influences in crypto markets today: the impact of token unlocks and scheduled supply increases. These events don’t just affect charts — they shape sentiment, investor behavior, and the fundamental supply-demand balance that ultimately determines price action.

In this article, I’ll break down how these supply dynamics work for Plasma, why they matter, and how they could influence the long-term evolution of XPL’s price. I’ll also share a real-world scenario that puts this into perspective for everyday users and holders.

Why Token Unlocks Matter in Crypto

Token unlocks are scheduled events where tokens that were previously locked (for founders, investors, ecosystem incentives, or early backers) become eligible to be transferred or sold on the open market. These unlocks usually follow vesting schedules — designed to prevent early dumping, encourage long-term commitment, and gradually increase circulating supply.

However, a large unlock can create selling pressure if demand doesn’t absorb the additional supply. This is a familiar pattern across crypto history: once a big lockup expires, markets often see increased volatility, softer prices, and sentiment shifts as holders react.

Plasma’s Unlock Schedule: What’s on the Horizon

At launch, XPL had the following supply structure:

Total supply: 10 billion tokens

Circulating supply at debut: ~1.8 billion (~18%)

Locked supply: remaining majority with vesting schedules tied to ecosystem, team, and investor allocations.

A major unlock event is scheduled for July 2026, when approximately 2.5 billion XPL tokens (around 25% of total supply) will become unlocked after a one-year cliff.

This unlock is a critical inflection point for the token’s price dynamics — and here’s why.

1) Increased Supply Can Amplify Selling Pressure

When a large number of tokens are released into circulation, the immediate effect is an increase in supply without an immediate equivalent increase in demand. Unless adoption, use cases, or buying pressure grows significantly, prices can soften as holders take profit or exit positions.

For XPL, this July 2026 unlock means an immediate potential increase in sell pressure. Market participants often price this in months ahead of time, which can pull prices down even before the unlock actually happens.

This dynamic is partly why we’ve seen persistent downward price behavior since XPL’s peak:

After launching at around $1.67 and reaching an all-time high, the token fell over 80–90% below that peak in late 2025 as initial hype died down and utility remained limited.

Technical traders and long-term holders began pricing in potential supply overhang from future unlocks, contributing to subdued sentiment.

2) Tokenomics and Dilution Pressure

Another supply dimension comes from inflation tied to staking and delegation. Once the Plasma network launches staking and validator rewards (scheduled for 2026), new tokens will be minted to pay staking yields. That’s not necessarily inflation in the harmful sense, but it does mean the circulating supply could grow over time unless matched by strong demand and token locking from participants.

Put simply — more tokens can mean more selling pressure unless the ecosystem grows fast enough to absorb them through usage and staking demand.

3) Demand Must Match New Supply Levels

Markets are ultimately a balance of supply and demand. For XPL, utility largely stems from real usage:

Paying gas for non-stablecoin transactions

Staking to secure the network

Participating in on-chain governance

Supporting ecosystem services like Plasma One and stablecoin rails

If these use cases gain traction, new demand can offset the impact of unlocks. However, as of early 2026, network activity metrics (transaction per second, broader adoption) have lagged behind early expectations, and XPL’s price action reflects that reality.

Real-World Example: The “Unlock Pressure” Impact on Jasmine

To illustrate how this works in everyday terms, imagine an early investor named Jasmine:

Jasmine bought XPL during the public sale and held most of her tokens in anticipation of network growth. Over time, she saw the price decline from its peak as initial excitement waned.

As the July 2026 unlock approached, Jasmine learned that millions of other tokens she doesn’t even own were going to enter circulation soon. She reasoned that this added supply could push prices lower — and decided to sell a portion of her holdings before the unlock. Other holders did the same.

What happened?

Pre-unlock selling pressure increased: Even before July 2026, token prices saw downward pressure.

Reduced confidence: Traders anticipated dilution and priced it in, leading to softer prices.

Market sentiment weakened: News and price charts aligned, discouraging new buyers.

This is a simplified but representative scenario of how unlock psychology can influence behavior — and therefore price — in ways that often extend beyond pure fundamentals.

Mitigating Factors and Long-Term Perspective

While unlocks present risks, they’re not guaranteed to tank prices forever:

Utility and Adoption Can Absorb Supply

If products like Plasma One (a stablecoin-centric financial product) gain real adoption, the demand for XPL for fees or staking could absorb unlocked tokens and stabilize prices.

Staking Encourages Lock-Ups

Once staking rewards become active, more holders might choose to stake and lock their tokens, reducing circulating supply on exchanges. This mechanism can counteracting dilution over time.

Real Adoption Beats Hype

Market behavior often shifts when usage data beats speculative narratives. If Plasma’s infrastructure gains traction as a true stablecoin rail — and that momentum translates into real activity — unlock pressure could have less impact than feared.

Final Thoughts: Unlocks Are a Market Force

Token unlocks and supply schedules are often the hidden forces behind price behavior in crypto. They don’t tell the full story on their own, but they shape sentiment, supply dynamics, and investor psychology in powerful ways.

For XPL and the Plasma ecosystem, the July 2026 unlock represents a significant test. If utility and demand grow in tandem with unlocks, the network could absorb the new supply and stabilize price. If adoption lags, unlock pressure could continue to weigh on valuation.

As with any developing ecosystem, the key is watching real usage metrics, staking participation, and on-chain activity — not just price alone. Understanding these supply dynamics gives us a clearer picture of how markets might interpret future events — and how holders might react.
Real Partners, Real Progress — How Dusk’s Strategic Collaborations Are Powering Regulated Finance@Dusk_Foundation $DUSK #dusk In blockchain conversations, most projects talk about potential partnerships or future integrations. Rarely do you see collaborations that actually bridge traditional finance and decentralized technology in real regulatory frameworks. But that’s exactly what Dusk Network has been building — a series of strategic collaborations with regulated financial entities that are not just speculative, but practical, compliance-focused, and already moving real assets on-chain. In this article, we’ll unpack real partnerships — not just promises — that show how Dusk is evolving from a privacy-preserving protocol into an institutional-grade financial infrastructure. 1. EURQ — A Regulated Digital Euro on Dusk One of the most concrete developments in 2025 was the launch of EURQ, a regulated, euro-backed Electronic Money Token (EMT) that runs on the Dusk blockchain through a collaboration with Quantoz Payments and NPEX, a fully licensed Multilateral Trading Facility (MTF). This isn’t a typical stablecoin — it’s a digital euro that complies with EU regulations like MiCA, meaning it behaves much more like digital legal tender than speculative tokens commonly seen in crypto. What This Means in Practice Regulated Settlement: EURQ enables legally compliant payments and settlement within the EU ecosystem. Dusk Pay Integration: It becomes a foundational piece of Dusk Pay, an on-chain payment rail built for fast, cheap, and compliant transactions. On-Chain Liquidity: A regulated fiat-backed token opens doors for businesses and financial institutions to move real euro value on-chain without risk or regulatory ambiguity. This partnership marks a tangible shift from crypto tokens as speculation vehicles to blockchain infrastructure that can carry everyday currency flows. 2. NPEX — A Regulated Exchange Powered by Dusk Dusk’s collaboration with NPEX, a licensed stock exchange based in the Netherlands, is one of the most important partnerships in blockchain finance today. This isn’t a marketing tie-up — it’s a real integration of regulated capital markets into blockchain rails. Through this collaboration: Regulated financial instruments like equities and bonds can be issued and traded on-chain with the same legal status they have off-chain. Settlement times that traditionally take days can happen in seconds thanks to Dusk’s cryptographic finality and privacy-preserving designs. Liquidity pools expand because tokens representing real assets can interact with both regulated and decentralized environments. Why This Partnership Stands Out NPEX operates under a Multilateral Trading Facility license, giving it real legal standing in the European financial system. Bringing this exchange onto a public blockchain without compromising compliance is a true milestone in institutional adoption. Instead of merely announcing support, Dusk and NPEX are building a functional, compliant bridge between TradFi and on-chain activity. 3. 21X — Institutional Market Access Beyond Tokenization Another notable partnership is with 21X, a Frankfurt-based firm that received the first EU DLT-TSS license under European regulation — a license that allows fully tokenized securities markets to operate. This partnership isn’t about buzzwords — it’s about actual market conversion. Through this integration: Dusk gains access to institutional market infrastructure with deep regulatory credentials. 21X plans to integrate DuskEVM — Dusk’s Ethereum-compatible layer — into its marketplace, expanding institutional reach. This means real market participants can rely on Dusk not just for tokenization, but for compliant trading, settlement, and liquidity management — the core building blocks of regulated markets. 4. Chainlink — Bringing Real Data and Cross-Chain Connectivity Strategic technical partnerships are just as critical as financial ones. That’s where Chainlink comes in. In collaboration with NPEX, Dusk is using Chainlink’s Cross-Chain Interoperability Protocol (CCIP), DataLink, and Data Streams to unlock genuine cross-chain movement and market data for regulated assets. Powering Institutional Data & Settlement CCIP enables secure cross-chain transfers of tokenized RWAs and the $DUSK token, connecting Dusk with broader DeFi and institutional ecosystems. DataLink and Data Streams bring official exchange price data from NPEX on-chain in real time, making compliant trading and settlement possible for regulated securities. In practical terms, this means real financial assets on Dusk can interact securely with other smart contract environments — pushing blockchain finance beyond isolated networks. Real Impacts That Go Beyond Buzz These partnerships aren’t incremental — they represent systemic shifts toward true regulated finance on blockchain: EURQ supplies real digital euro value with regulatory backing. NPEX brings regulated asset issuance and trading on-chain. 21X adds compliant market access with deep regulatory licenses. Chainlink provides cross-chain standards and regulated data feeds. These collaborations illustrate a broader trend: blockchain is no longer a siloed technology for niche DeFi. Instead, it’s becoming a regulated, compliant infrastructure capable of carrying real monetary value and traditional financial instruments — and Dusk is at the forefront. Final Thoughts What impresses me most about Dusk is how these partnerships work together — not as standalone announcements, but as parts of a cohesive ecosystem strategy. The design isn’t just technological; it’s legal, operational, and strategic. For anyone trying to understand where blockchain meets real finance, following how Dusk, NPEX, 21X, Chainlink, and Quantoz are collaborating reveals a clear blueprint: privacy and compliance don’t have to be trade-offs. They can be the foundation of next-generation financial infrastructure. If you’re following the evolution of institutional blockchain applications — watch how these integrations unfold. Because what’s being built here isn’t just another project — it’s a practical bridge between TradFi and blockchain economies.

Real Partners, Real Progress — How Dusk’s Strategic Collaborations Are Powering Regulated Finance

@Dusk $DUSK #dusk

In blockchain conversations, most projects talk about potential partnerships or future integrations. Rarely do you see collaborations that actually bridge traditional finance and decentralized technology in real regulatory frameworks. But that’s exactly what Dusk Network has been building — a series of strategic collaborations with regulated financial entities that are not just speculative, but practical, compliance-focused, and already moving real assets on-chain.

In this article, we’ll unpack real partnerships — not just promises — that show how Dusk is evolving from a privacy-preserving protocol into an institutional-grade financial infrastructure.

1. EURQ — A Regulated Digital Euro on Dusk

One of the most concrete developments in 2025 was the launch of EURQ, a regulated, euro-backed Electronic Money Token (EMT) that runs on the Dusk blockchain through a collaboration with Quantoz Payments and NPEX, a fully licensed Multilateral Trading Facility (MTF).

This isn’t a typical stablecoin — it’s a digital euro that complies with EU regulations like MiCA, meaning it behaves much more like digital legal tender than speculative tokens commonly seen in crypto.

What This Means in Practice

Regulated Settlement: EURQ enables legally compliant payments and settlement within the EU ecosystem.

Dusk Pay Integration: It becomes a foundational piece of Dusk Pay, an on-chain payment rail built for fast, cheap, and compliant transactions.

On-Chain Liquidity: A regulated fiat-backed token opens doors for businesses and financial institutions to move real euro value on-chain without risk or regulatory ambiguity.

This partnership marks a tangible shift from crypto tokens as speculation vehicles to blockchain infrastructure that can carry everyday currency flows.

2. NPEX — A Regulated Exchange Powered by Dusk

Dusk’s collaboration with NPEX, a licensed stock exchange based in the Netherlands, is one of the most important partnerships in blockchain finance today.

This isn’t a marketing tie-up — it’s a real integration of regulated capital markets into blockchain rails. Through this collaboration:

Regulated financial instruments like equities and bonds can be issued and traded on-chain with the same legal status they have off-chain.

Settlement times that traditionally take days can happen in seconds thanks to Dusk’s cryptographic finality and privacy-preserving designs.

Liquidity pools expand because tokens representing real assets can interact with both regulated and decentralized environments.

Why This Partnership Stands Out

NPEX operates under a Multilateral Trading Facility license, giving it real legal standing in the European financial system. Bringing this exchange onto a public blockchain without compromising compliance is a true milestone in institutional adoption.

Instead of merely announcing support, Dusk and NPEX are building a functional, compliant bridge between TradFi and on-chain activity.

3. 21X — Institutional Market Access Beyond Tokenization

Another notable partnership is with 21X, a Frankfurt-based firm that received the first EU DLT-TSS license under European regulation — a license that allows fully tokenized securities markets to operate.

This partnership isn’t about buzzwords — it’s about actual market conversion. Through this integration:

Dusk gains access to institutional market infrastructure with deep regulatory credentials.

21X plans to integrate DuskEVM — Dusk’s Ethereum-compatible layer — into its marketplace, expanding institutional reach.

This means real market participants can rely on Dusk not just for tokenization, but for compliant trading, settlement, and liquidity management — the core building blocks of regulated markets.

4. Chainlink — Bringing Real Data and Cross-Chain Connectivity

Strategic technical partnerships are just as critical as financial ones. That’s where Chainlink comes in. In collaboration with NPEX, Dusk is using Chainlink’s Cross-Chain Interoperability Protocol (CCIP), DataLink, and Data Streams to unlock genuine cross-chain movement and market data for regulated assets.

Powering Institutional Data & Settlement

CCIP enables secure cross-chain transfers of tokenized RWAs and the $DUSK token, connecting Dusk with broader DeFi and institutional ecosystems.

DataLink and Data Streams bring official exchange price data from NPEX on-chain in real time, making compliant trading and settlement possible for regulated securities.

In practical terms, this means real financial assets on Dusk can interact securely with other smart contract environments — pushing blockchain finance beyond isolated networks.

Real Impacts That Go Beyond Buzz

These partnerships aren’t incremental — they represent systemic shifts toward true regulated finance on blockchain:

EURQ supplies real digital euro value with regulatory backing.
NPEX brings regulated asset issuance and trading on-chain.
21X adds compliant market access with deep regulatory licenses.
Chainlink provides cross-chain standards and regulated data feeds.

These collaborations illustrate a broader trend: blockchain is no longer a siloed technology for niche DeFi. Instead, it’s becoming a regulated, compliant infrastructure capable of carrying real monetary value and traditional financial instruments — and Dusk is at the forefront.

Final Thoughts

What impresses me most about Dusk is how these partnerships work together — not as standalone announcements, but as parts of a cohesive ecosystem strategy. The design isn’t just technological; it’s legal, operational, and strategic.

For anyone trying to understand where blockchain meets real finance, following how Dusk, NPEX, 21X, Chainlink, and Quantoz are collaborating reveals a clear blueprint: privacy and compliance don’t have to be trade-offs. They can be the foundation of next-generation financial infrastructure.

If you’re following the evolution of institutional blockchain applications — watch how these integrations unfold. Because what’s being built here isn’t just another project — it’s a practical bridge between TradFi and blockchain economies.
How Walrus Ensures Blob Recovery Even When Many Nodes Fail@WalrusProtocol $WAL #walrus Decentralized storage networks promise resilience and censorship resistance — but that promise only matters if data can still be recovered when nodes fail or go offline. Walrus Protocol, a decentralized storage layer built on the Sui blockchain, tackles this challenge head-on with a combination of erasure coding, distributed slivers, and robust availability proofs. Here’s how Walrus ensures that your data remains retrievable — even in adverse conditions. 1. Encoding Data Into Slivers — Not Full Copies Traditional systems replicate entire files across multiple servers, which is costly and inefficient. Walrus takes a smarter approach: it uses erasure coding (specifically RedStuff) to break a file (called a blob) into many smaller pieces called slivers, which are distributed across the network. Here’s the magic: A blob is split and encoded into more pieces than necessary (n > k). Any subset of these slivers — typically as few as one-third of the total — can reconstruct the original file. Even if two-thirds of storage nodes disappear or fail, the blob can still be rebuilt from remaining slivers. This capability ensures high recovery even under massive node failure — a big step beyond simple replication models. 2. RedStuff and Resilient Recovery Walrus’s custom coding algorithm RedStuff is designed to balance efficiency and robustness. It’s based on advanced error-correction techniques that allow: self-healing recovery when nodes go offline fast reconstruction with minimal data transfer reduced storage overhead (around 4–5×) compared to full replication For example, if a decentralized app stores a 1 GB image, RedStuff might encode it into a collection of slivers distributed across dozens of nodes. Even if many of those nodes fail, the system can quickly rebuild and serve the image to users. This low overhead and high fault tolerance are what make Walrus suitable for real-world applications like NFT media, game assets, and large AI datasets. 3. Proofs of Availability and On-Chain Guarantees Beyond encoding, Walrus adds a critical layer of trust and retrievability using on-chain metadata and proofs: When a blob is first stored, nodes generate signed receipts confirming they hold slivers. These receipts are aggregated into a Proof of Availability (PoA) and recorded on the Sui blockchain. Once PoA is achieved, Walrus commits to keeping the blob available for the agreed storage period. Anyone — including light clients or decentralized apps — can verify this certificate on Sui. That means you don’t need to trust any individual node; the blockchain itself attests that enough nodes are storing the data. 4. Read Resilience — Even When Many Nodes Are Down When a user or app wants to retrieve a blob, Walrus performs a read by: 1. Consulting the Sui blob object to find the current storage committee. 2. Querying storage nodes for the slivers they hold. 3. Reconstructing the original blob from the retrieved slivers. Thanks to RedStuff’s design, reads can still succeed: Even if 1/3 of nodes are unavailable, reconstruction typically works. In many cases, the system can rebuild a blob even if up to 2/3 of nodes fail, as long as enough encoded slivers are present and the PoA was successfully issued. This means that even in network outages, targeted attacks, or natural node churn, Walrus keeps data accessible. 5. Self-Repair Over Time Walrus doesn’t just rely on passive resilience. After a blob achieves PoA, storage nodes actively sync missing slivers and recover gaps, essentially repairing data when nodes rejoin or new ones come online. This dynamic synchronization ensures long-term durability without user intervention. In practical terms, this might look like: A gaming platform storing thousands of asset files. Dozens of nodes drop offline due to maintenance or network issues. Users still retrieve images and assets without interruption because Walrus reconstructs them from available slivers and heals gaps later. Real World Significance — A Game Changer for Web3 Data Imagine a decentralized social app storing user photos. If a large portion of storage nodes fails, a traditional system might lose access to that content. With Walrus: The encoded design means data isn’t tied to specific nodes. PoA gives provable, on-chain assurance of availability. Reads remain reliable even with massive node loss — making Walrus suitable for mission-critical applications, not just archival blobs. Protocols like Filecoin or Arweave generally use full replication or different economic models, but Walrus’s combination of efficient encoding, decentralized verification, and blockchain integration enables high resilience with significantly lower costs and stronger guarantees. Conclusion Walrus ensures blob recovery under severe node failures through three core innovations: 1. Erasure coding (RedStuff) that enables reconstruction from a subset of encoded slivers. 2. On-chain proofs of availability that guarantee sufficient storage commitment. 3. Resilient read protocols that work even when many nodes are down. Together, these mechanisms make Walrus a practical, decentralized storage layer for data-intensive Web3 applications that cannot afford data loss — supporting everything from multimedia storage to decentralized AI datasets with strong reliability.

How Walrus Ensures Blob Recovery Even When Many Nodes Fail

@Walrus 🦭/acc $WAL #walrus
Decentralized storage networks promise resilience and censorship resistance — but that promise only matters if data can still be recovered when nodes fail or go offline. Walrus Protocol, a decentralized storage layer built on the Sui blockchain, tackles this challenge head-on with a combination of erasure coding, distributed slivers, and robust availability proofs. Here’s how Walrus ensures that your data remains retrievable — even in adverse conditions.

1. Encoding Data Into Slivers — Not Full Copies

Traditional systems replicate entire files across multiple servers, which is costly and inefficient. Walrus takes a smarter approach: it uses erasure coding (specifically RedStuff) to break a file (called a blob) into many smaller pieces called slivers, which are distributed across the network.

Here’s the magic:

A blob is split and encoded into more pieces than necessary (n > k).

Any subset of these slivers — typically as few as one-third of the total — can reconstruct the original file.

Even if two-thirds of storage nodes disappear or fail, the blob can still be rebuilt from remaining slivers.

This capability ensures high recovery even under massive node failure — a big step beyond simple replication models.

2. RedStuff and Resilient Recovery

Walrus’s custom coding algorithm RedStuff is designed to balance efficiency and robustness. It’s based on advanced error-correction techniques that allow:

self-healing recovery when nodes go offline

fast reconstruction with minimal data transfer

reduced storage overhead (around 4–5×) compared to full replication

For example, if a decentralized app stores a 1 GB image, RedStuff might encode it into a collection of slivers distributed across dozens of nodes. Even if many of those nodes fail, the system can quickly rebuild and serve the image to users.

This low overhead and high fault tolerance are what make Walrus suitable for real-world applications like NFT media, game assets, and large AI datasets.

3. Proofs of Availability and On-Chain Guarantees

Beyond encoding, Walrus adds a critical layer of trust and retrievability using on-chain metadata and proofs:

When a blob is first stored, nodes generate signed receipts confirming they hold slivers.

These receipts are aggregated into a Proof of Availability (PoA) and recorded on the Sui blockchain.

Once PoA is achieved, Walrus commits to keeping the blob available for the agreed storage period.

Anyone — including light clients or decentralized apps — can verify this certificate on Sui. That means you don’t need to trust any individual node; the blockchain itself attests that enough nodes are storing the data.

4. Read Resilience — Even When Many Nodes Are Down

When a user or app wants to retrieve a blob, Walrus performs a read by:

1. Consulting the Sui blob object to find the current storage committee.

2. Querying storage nodes for the slivers they hold.

3. Reconstructing the original blob from the retrieved slivers.

Thanks to RedStuff’s design, reads can still succeed:

Even if 1/3 of nodes are unavailable, reconstruction typically works.

In many cases, the system can rebuild a blob even if up to 2/3 of nodes fail, as long as enough encoded slivers are present and the PoA was successfully issued.

This means that even in network outages, targeted attacks, or natural node churn, Walrus keeps data accessible.

5. Self-Repair Over Time

Walrus doesn’t just rely on passive resilience. After a blob achieves PoA, storage nodes actively sync missing slivers and recover gaps, essentially repairing data when nodes rejoin or new ones come online. This dynamic synchronization ensures long-term durability without user intervention.

In practical terms, this might look like:

A gaming platform storing thousands of asset files.

Dozens of nodes drop offline due to maintenance or network issues.

Users still retrieve images and assets without interruption because Walrus reconstructs them from available slivers and heals gaps later.

Real World Significance — A Game Changer for Web3 Data

Imagine a decentralized social app storing user photos. If a large portion of storage nodes fails, a traditional system might lose access to that content. With Walrus:

The encoded design means data isn’t tied to specific nodes.

PoA gives provable, on-chain assurance of availability.

Reads remain reliable even with massive node loss — making Walrus suitable for mission-critical applications, not just archival blobs.

Protocols like Filecoin or Arweave generally use full replication or different economic models, but Walrus’s combination of efficient encoding, decentralized verification, and blockchain integration enables high resilience with significantly lower costs and stronger guarantees.

Conclusion

Walrus ensures blob recovery under severe node failures through three core innovations:

1. Erasure coding (RedStuff) that enables reconstruction from a subset of encoded slivers.

2. On-chain proofs of availability that guarantee sufficient storage commitment.

3. Resilient read protocols that work even when many nodes are down.

Together, these mechanisms make Walrus a practical, decentralized storage layer for data-intensive Web3 applications that cannot afford data loss — supporting everything from multimedia storage to decentralized AI datasets with strong reliability.
How Dusk’s Hyperstaking & Zedger unlock new opportunities for DeFi and RWAs On the @Dusk_Foundation network, Hyperstaking lets smart contracts manage staking automatically — enabling liquid staking, referral rewards, and staking-as-a-service without needing your own node, lowering barriers for everyone. This expands participation and earns rewards more flexibly. Meanwhile, Zedger is Dusk’s privacy-aware asset protocol for compliant tokenization of securities. It blends confidentiality with regulatory mappings so issuers can settle, redeem, and manage stocks or bonds on-chain while preserving privacy and meeting compliance needs. Together, these features strengthen Dusk’s real-world finance stack, making DeFi and regulated tokenization practical and accessible, all powered by DUSK. #dusk $DUSK @Dusk_Foundation
How Dusk’s Hyperstaking & Zedger unlock new opportunities for DeFi and RWAs

On the @Dusk network, Hyperstaking lets smart contracts manage staking automatically — enabling liquid staking, referral rewards, and staking-as-a-service without needing your own node, lowering barriers for everyone. This expands participation and earns rewards more flexibly.

Meanwhile, Zedger is Dusk’s privacy-aware asset protocol for compliant tokenization of securities. It blends confidentiality with regulatory mappings so issuers can settle, redeem, and manage stocks or bonds on-chain while preserving privacy and meeting compliance needs.

Together, these features strengthen Dusk’s real-world finance stack, making DeFi and regulated tokenization practical and accessible, all powered by DUSK.

#dusk $DUSK @Dusk
What “Point of Availability” (PoA) means in Walrus storage In Walrus Protocol, a Point of Availability (PoA) marks the exact moment when the network has safely stored your data and takes responsibility for keeping it available. It happens when enough storage nodes (typically 2/3 of them) confirm they hold the encoded data, and this is recorded on Sui blockchain as an on-chain event. After the PoA, Walrus ensures the blob remains retrievable throughout its storage period — without you having to manage availability yourself. #walrus $WAL @WalrusProtocol
What “Point of Availability” (PoA) means in Walrus storage

In Walrus Protocol, a Point of Availability (PoA) marks the exact moment when the network has safely stored your data and takes responsibility for keeping it available. It happens when enough storage nodes (typically 2/3 of them) confirm they hold the encoded data, and this is recorded on Sui blockchain as an on-chain event. After the PoA, Walrus ensures the blob remains retrievable throughout its storage period — without you having to manage availability yourself.

#walrus $WAL @Walrus 🦭/acc
Cryptocurrency Prices Slide Amid Regulatory Easing and Market Pressures in Trump’s First Year Back Despite expectations that a more crypto‑friendly U.S. administration would fuel digital asset gains, cryptocurrency prices have trended lower over the past year, even as regulatory clarity and easing rhetoric emerged under President Donald Trump’s leadership. Many traders and analysts are now weighing how macroeconomic forces, geopolitical uncertainty, and shifting sentiment have countered early optimism. According to market performance data, Bitcoin has posted a modest decline of roughly 13 % year‑over‑year, while several major altcoins experienced more pronounced downturns — with Solana falling nearly 50 % and Cardano down over 60 % despite legal and policy progress. These declines suggest that even regulatory improvements alone have not been enough to sustain bullish momentum across the broader market. Experts say the apparent disconnect stems from a combination of factors. Initial post‑election optimism priced in expectations of rapid legislative action and institutional support, but the pace of regulatory reform has been uneven, and market participants increasingly see policy progress as gradual rather than transformative. Meanwhile, broader macroeconomic uncertainties and reduced speculative demand have softened risk appetite, with investors reallocating toward traditional safe havens. Geopolitical developments — including renewed trade tensions and tariff threats — have also weighed on market sentiment, causing Bitcoin and other digital assets to slip in extended pullbacks and multi‑day losing streaks. In short: Even though regulatory easing under Trump’s first year raised hopes for a stronger crypto rally, prices have declined amid broader market headwinds, suggesting that crypto remains highly sensitive to macro risk and investor sentiment, not just policy shifts.
Cryptocurrency Prices Slide Amid Regulatory Easing and Market Pressures in Trump’s First Year Back

Despite expectations that a more crypto‑friendly U.S. administration would fuel digital asset gains, cryptocurrency prices have trended lower over the past year, even as regulatory clarity and easing rhetoric emerged under President Donald Trump’s leadership. Many traders and analysts are now weighing how macroeconomic forces, geopolitical uncertainty, and shifting sentiment have countered early optimism.

According to market performance data, Bitcoin has posted a modest decline of roughly 13 % year‑over‑year, while several major altcoins experienced more pronounced downturns — with Solana falling nearly 50 % and Cardano down over 60 % despite legal and policy progress. These declines suggest that even regulatory improvements alone have not been enough to sustain bullish momentum across the broader market.

Experts say the apparent disconnect stems from a combination of factors. Initial post‑election optimism priced in expectations of rapid legislative action and institutional support, but the pace of regulatory reform has been uneven, and market participants increasingly see policy progress as gradual rather than transformative. Meanwhile, broader macroeconomic uncertainties and reduced speculative demand have softened risk appetite, with investors reallocating toward traditional safe havens.

Geopolitical developments — including renewed trade tensions and tariff threats — have also weighed on market sentiment, causing Bitcoin and other digital assets to slip in extended pullbacks and multi‑day losing streaks.

In short: Even though regulatory easing under Trump’s first year raised hopes for a stronger crypto rally, prices have declined amid broader market headwinds, suggesting that crypto remains highly sensitive to macro risk and investor sentiment, not just policy shifts.
Major Crypto Whale Increases Short Positions After Recent Liquidation — Market Tension Builds On‑chain data shows a significant increase in short positions by a major crypto whale shortly after earlier market liquidations, signaling renewed bearish positioning among large holders. Analytics from Onchain Lens reveal that a prominent whale has boosted its short exposure across Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) — bringing total short positions to a notable ~$243 million as crypto markets face pressure and volatility. According to the report, the whale — identified by wallet address 0x94d3…3814 — expanded its BTC, ETH, and SOL shorts, with holdings including roughly 1,899 BTC (≈ $168M), 18,527.5 ETH (≈ $56M), and 151,209 SOL (≈ $19M). This move follows a period of market downturns and forced liquidations, where leveraged long bets were previously wiped out as prices corrected from recent highs, prompting traders to hedge or flip positions. Why This Matters Whale behavior often foreshadows broader sentiment — large short positions can signal that sophisticated capital expects further downside or increased volatility. BTC and ETH are the largest components, suggesting the whale expects continued weakness or range‑bound price action. SOL’s inclusion shows that some altcoins are also caught in the bearish setup, potentially amplifying risk in risk‑off conditions. Market Context Crypto markets have experienced notable liquidation events and funding rate stress, pushing whales and leveraged traders to readjust exposure. Increased shorts by whales could put additional downward pressure on prices if broader sentiment stays cautious, especially around macro uncertainty or weak technical support areas. In short: A major whale has significantly expanded short positions in BTC, ETH, and SOL following recent liquidations, signaling renewed bearish conviction and rising downside risk in the crypto market.
Major Crypto Whale Increases Short Positions After Recent Liquidation — Market Tension Builds

On‑chain data shows a significant increase in short positions by a major crypto whale shortly after earlier market liquidations, signaling renewed bearish positioning among large holders. Analytics from Onchain Lens reveal that a prominent whale has boosted its short exposure across Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) — bringing total short positions to a notable ~$243 million as crypto markets face pressure and volatility.

According to the report, the whale — identified by wallet address 0x94d3…3814 — expanded its BTC, ETH, and SOL shorts, with holdings including roughly 1,899 BTC (≈ $168M), 18,527.5 ETH (≈ $56M), and 151,209 SOL (≈ $19M). This move follows a period of market downturns and forced liquidations, where leveraged long bets were previously wiped out as prices corrected from recent highs, prompting traders to hedge or flip positions.

Why This Matters

Whale behavior often foreshadows broader sentiment — large short positions can signal that sophisticated capital expects further downside or increased volatility.
BTC and ETH are the largest components, suggesting the whale expects continued weakness or range‑bound price action.
SOL’s inclusion shows that some altcoins are also caught in the bearish setup, potentially amplifying risk in risk‑off conditions.

Market Context

Crypto markets have experienced notable liquidation events and funding rate stress, pushing whales and leveraged traders to readjust exposure. Increased shorts by whales could put additional downward pressure on prices if broader sentiment stays cautious, especially around macro uncertainty or weak technical support areas.

In short: A major whale has significantly expanded short positions in BTC, ETH, and SOL following recent liquidations, signaling renewed bearish conviction and rising downside risk in the crypto market.
Vanar Chain is designed to handle high transaction throughput, making it ideal for real‑time apps like gaming, PayFi, DeFi, and interactive dApps. With 3‑second block times and a large gas limit per block, the network processes a large volume of transactions quickly and efficiently, minimizing congestion and latency for users and developers alike. This scalability ensures smooth performance even during peak demand, enabling responsive, cost‑effective experiences on @Vanar . $VANRY #vanar
Vanar Chain is designed to handle high transaction throughput, making it ideal for real‑time apps like gaming, PayFi, DeFi, and interactive dApps. With 3‑second block times and a large gas limit per block, the network processes a large volume of transactions quickly and efficiently, minimizing congestion and latency for users and developers alike. This scalability ensures smooth performance even during peak demand, enabling responsive, cost‑effective experiences on @Vanarchain . $VANRY #vanar
Plasma ($XPL ) Mainnet Roadmap & Future Milestones Plasma’s roadmap is designed to transform stablecoin payments with a Layer‑1 blockchain built for real-world money movement. Following the mainnet beta launch in 2025, the network plans progressive decentralization, opening staking and validator participation to the broader community. Key upcoming milestones include multi-stablecoin support, enhanced Bitcoin bridge functionality, and expanded DeFi integrations, enabling low-cost, high-speed transfers. $XPL underpins network gas, governance, and staking rewards, powering this growth. Follow @Plasma for updates on #plasma’s journey to global stablecoin adoption. #plasma $XPL @Plasma
Plasma ($XPL ) Mainnet Roadmap & Future Milestones

Plasma’s roadmap is designed to transform stablecoin payments with a Layer‑1 blockchain built for real-world money movement. Following the mainnet beta launch in 2025, the network plans progressive decentralization, opening staking and validator participation to the broader community. Key upcoming milestones include multi-stablecoin support, enhanced Bitcoin bridge functionality, and expanded DeFi integrations, enabling low-cost, high-speed transfers. $XPL underpins network gas, governance, and staking rewards, powering this growth. Follow @Plasma for updates on #plasma’s journey to global stablecoin adoption.

#plasma $XPL @Plasma
How Dusk’s phased roadmap (Daybreak → Aurora) shapes real‑world finance adoption The @Dusk_Foundation maps its growth through clear phases like Daybreak, Daylight, Alba, and Aurora, each advancing the privacy‑first, compliant blockchain toward broader utility. This phased roadmap supports scalable regulation‑ready infrastructure for regulated assets and institutional DeFi on Dusk by integrating privacy, deterministic settlement, and compliance into every stage. #dusk $DUSK @Dusk_Foundation
How Dusk’s phased roadmap (Daybreak → Aurora) shapes real‑world finance adoption

The @Dusk maps its growth through clear phases like Daybreak, Daylight, Alba, and Aurora, each advancing the privacy‑first, compliant blockchain toward broader utility. This phased roadmap supports scalable regulation‑ready infrastructure for regulated assets and institutional DeFi on Dusk by integrating privacy, deterministic settlement, and compliance into every stage.

#dusk $DUSK @Dusk
How RedStuff erasure coding improves storage efficiency on Walrus Walrus uses a custom 2D erasure coding method called RedStuff to make decentralized storage both resilient and efficient. Instead of duplicating full files across many nodes, RedStuff breaks data into encoded fragments (“slivers”) and spreads them across nodes. This means Walrus can reconstruct original data even if many nodes fail, with far less storage overhead (about 4–5× instead of full replication). It also enables “self-healing” recovery with minimal bandwidth, saving cost and improving uptime compared to traditional replication. #walrus $WAL @WalrusProtocol
How RedStuff erasure coding improves storage efficiency on Walrus

Walrus uses a custom 2D erasure coding method called RedStuff to make decentralized storage both resilient and efficient. Instead of duplicating full files across many nodes, RedStuff breaks data into encoded fragments (“slivers”) and spreads them across nodes. This means Walrus can reconstruct original data even if many nodes fail, with far less storage overhead (about 4–5× instead of full replication). It also enables “self-healing” recovery with minimal bandwidth, saving cost and improving uptime compared to traditional replication.

#walrus $WAL @Walrus 🦭/acc
Good Morning 🧧 Market Sentiment Today: The Crypto Fear & Greed Index is in “Fear” territory (~34), showing cautious sentiment as traders stay risk-aware and prices consolidate after recent volatility. Fear often signals hesitation — sometimes a setup for future moves. Stay sharp, manage risk wisely, and trade smart today!
Good Morning 🧧

Market Sentiment Today: The Crypto Fear & Greed Index is in “Fear” territory (~34), showing cautious sentiment as traders stay risk-aware and prices consolidate after recent volatility. Fear often signals hesitation — sometimes a setup for future moves.

Stay sharp, manage risk wisely, and trade smart today!
$BEAT BEATUSDT — Capitulation Bounce at Absolute Lows BEATUSDT is trading at $0.2583, attempting to stabilize after a catastrophic -90% monthly collapse that has pushed it to absolute all-time lows. The price is down over -33% on the week but is showing minor intraday bounce attempts. This is a pure dead-cat bounce within a market experiencing total capitulation; the path of least resistance remains sharply down. Trade Plan (Short - Capitulation Continuation) Entry (Short): $0.255 – $0.265 (on any failure to sustain a bounce, ideally with a bearish reversal pattern on the 1H/4H chart). Target 1: $0.240 – $0.235 (immediate extension target and a minor psychological level). Target 2: $0.220 – $0.210 (next logical support zone in a vacuum, as there is no historical price action). Stop Loss: $0.275 (above the local bounce high and the immediate resistance). My View This asset is in a state of price discovery to the downside with no established support. Rallies in this context are fueled by short covering and trapped buyers, not genuine demand. The most probable move is for selling pressure to re-assert itself, leading to new lows. This is an extremely high-risk, speculative short for traders who understand they are trading pure momentum and liquidity grabs. Position size must be tiny and stops must be respected. #beat {future}(BEATUSDT)
$BEAT

BEATUSDT — Capitulation Bounce at Absolute Lows

BEATUSDT is trading at $0.2583, attempting to stabilize after a catastrophic -90% monthly collapse that has pushed it to absolute all-time lows. The price is down over -33% on the week but is showing minor intraday bounce attempts. This is a pure dead-cat bounce within a market experiencing total capitulation; the path of least resistance remains sharply down.

Trade Plan (Short - Capitulation Continuation)

Entry (Short): $0.255 – $0.265 (on any failure to sustain a bounce, ideally with a bearish reversal pattern on the 1H/4H chart).

Target 1: $0.240 – $0.235 (immediate extension target and a minor psychological level).
Target 2: $0.220 – $0.210 (next logical support zone in a vacuum, as there is no historical price action).

Stop Loss: $0.275 (above the local bounce high and the immediate resistance).

My View
This asset is in a state of price discovery to the downside with no established support. Rallies in this context are fueled by short covering and trapped buyers, not genuine demand. The most probable move is for selling pressure to re-assert itself, leading to new lows. This is an extremely high-risk, speculative short for traders who understand they are trading pure momentum and liquidity grabs. Position size must be tiny and stops must be respected.

#beat
$LTC LTCUSDT — Dead-Cat Bounce in Established Downtrend LTCUSDT is trading at $67.98, showing a minor bounce within a clear and powerful macro downtrend. Every major timeframe—30-day, 90-day, 180-day, and 1-year—is deeply negative. The bounce is encountering immediate resistance at the $69 level, just below the 24h high of $69.69. This is a classic setup to fade weak strength in a bear market. Trade Plan (Short - Downtrend Continuation) Entry (Short): $67.50 – $68.50 (on signs of momentum failure and rejection at this resistance zone, such as a bearish pin bar on the 4H chart). Target 1: $65.00 – $64.50 (previous support level and a minor liquidity zone). Target 2: $62.00 – $61.00 (major support from 2023 lows and a high-probability target for trend continuation). Stop Loss: $70.20 (above the recent swing high and the $70 psychological resistance). My View The trend is your friend, and the trend here is decisively down. Minor bounces in a structure this weak are opportunities to add short exposure, not signals of a reversal. The most probable path is for this bounce to exhaust quickly, leading to a resumption of the downtrend and a test of lower supports. This setup is for trend traders comfortable with a longer time horizon and a clear bearish bias. Wait for the price to show clear rejection (e.g., a 4H close below $67.80) before entering. #LTC {future}(LTCUSDT)
$LTC

LTCUSDT — Dead-Cat Bounce in Established Downtrend

LTCUSDT is trading at $67.98, showing a minor bounce within a clear and powerful macro downtrend. Every major timeframe—30-day, 90-day, 180-day, and 1-year—is deeply negative. The bounce is encountering immediate resistance at the $69 level, just below the 24h high of $69.69. This is a classic setup to fade weak strength in a bear market.

Trade Plan (Short - Downtrend Continuation)

Entry (Short): $67.50 – $68.50 (on signs of momentum failure and rejection at this resistance zone, such as a bearish pin bar on the 4H chart).

Target 1: $65.00 – $64.50 (previous support level and a minor liquidity zone).
Target 2: $62.00 – $61.00 (major support from 2023 lows and a high-probability target for trend continuation).

Stop Loss: $70.20 (above the recent swing high and the $70 psychological resistance).

My View
The trend is your friend, and the trend here is decisively down. Minor bounces in a structure this weak are opportunities to add short exposure, not signals of a reversal. The most probable path is for this bounce to exhaust quickly, leading to a resumption of the downtrend and a test of lower supports. This setup is for trend traders comfortable with a longer time horizon and a clear bearish bias. Wait for the price to show clear rejection (e.g., a 4H close below $67.80) before entering.

#LTC
$XRP XRPUSDT — Coiling Beneath Yearly Highs in Bullish Consolidation XRPUSDT is trading at $1.9255, consolidating in a tight range just below the critical yearly resistance at $1.9889. This follows a powerful breakout from a multi-year base, and the current action represents a classic bull market consolidation—a pause to absorb profit-taking before the next leg higher. The compression near highs is a strongly bullish signal. Trade Plan (Long - Continuation Breakout) Entry (Long): $1.925 – $1.935 (on a confirmed breakout above the immediate consolidation high, ideally with a surge in volume). Target 1: $2.05 – $2.10 (measured move target and the next major psychological resistance). Target 2: $2.20 – $2.25 (extension towards the 1.618 Fib level of the consolidation range). Stop Loss: $1.895 (below the consolidation low and the key $1.900 support). My View This is one of the cleanest bullish structures in the market. The breakout from a multi-year base is a macro event, and the first consolidation after such a move is almost always a continuation pattern. The most probable path is a violent breakout to new yearly highs, fueled by both trend and momentum capital. This setup is for trend followers seeking to participate in a major macro move. Wait for the breakout confirmation candle on the 4H chart to avoid false moves. #xrp {future}(XRPUSDT)
$XRP

XRPUSDT — Coiling Beneath Yearly Highs in Bullish Consolidation

XRPUSDT is trading at $1.9255, consolidating in a tight range just below the critical yearly resistance at $1.9889. This follows a powerful breakout from a multi-year base, and the current action represents a classic bull market consolidation—a pause to absorb profit-taking before the next leg higher. The compression near highs is a strongly bullish signal.

Trade Plan (Long - Continuation Breakout)

Entry (Long): $1.925 – $1.935 (on a confirmed breakout above the immediate consolidation high, ideally with a surge in volume).

Target 1: $2.05 – $2.10 (measured move target and the next major psychological resistance).
Target 2: $2.20 – $2.25 (extension towards the 1.618 Fib level of the consolidation range).

Stop Loss: $1.895 (below the consolidation low and the key $1.900 support).

My View
This is one of the cleanest bullish structures in the market. The breakout from a multi-year base is a macro event, and the first consolidation after such a move is almost always a continuation pattern. The most probable path is a violent breakout to new yearly highs, fueled by both trend and momentum capital. This setup is for trend followers seeking to participate in a major macro move. Wait for the breakout confirmation candle on the 4H chart to avoid false moves.

#xrp
$BCH BCHUSDT — Grinding at Range High, Poised for Breakout BCHUSDT is trading at $599.98, grinding at the upper boundary of its multi-week range after a steady +20% quarterly ascent. The price is compressing just below the critical $603.50 24h high, which also represents the yearly resistance level. This persistent pressure at resistance with low volatility suggests an impending resolution, with a bias towards an upside breakout. Trade Plan (Long - Range Expansion Breakout) Entry (Long): $600 – $604 (on a confirmed breakout and close above the $603.50 resistance with a volume surge). Target 1: $625 – $630 (measured move target of the recent range and a psychological level). Target 2: $650 – $660 (next major resistance zone and the 1.618 Fibonacci extension of the range). Stop Loss: $588 (below the breakout point and the intraday support level). My View When an asset spends this much time testing a major resistance level without collapsing, it signals underlying accumulation. The most probable move is a decisive breakout that triggers short covering and attracts momentum buyers, leading to a rapid expansion. This setup is for breakout traders who can act quickly on confirmation. Do not pre-position—wait for the decisive 4H close above $604 to validate the move. #BCH {future}(BCHUSDT)
$BCH

BCHUSDT — Grinding at Range High, Poised for Breakout

BCHUSDT is trading at $599.98, grinding at the upper boundary of its multi-week range after a steady +20% quarterly ascent. The price is compressing just below the critical $603.50 24h high, which also represents the yearly resistance level. This persistent pressure at resistance with low volatility suggests an impending resolution, with a bias towards an upside breakout.

Trade Plan (Long - Range Expansion Breakout)

Entry (Long): $600 – $604 (on a confirmed breakout and close above the $603.50 resistance with a volume surge).

Target 1: $625 – $630 (measured move target of the recent range and a psychological level).
Target 2: $650 – $660 (next major resistance zone and the 1.618 Fibonacci extension of the range).

Stop Loss: $588 (below the breakout point and the intraday support level).

My View
When an asset spends this much time testing a major resistance level without collapsing, it signals underlying accumulation. The most probable move is a decisive breakout that triggers short covering and attracts momentum buyers, leading to a rapid expansion. This setup is for breakout traders who can act quickly on confirmation. Do not pre-position—wait for the decisive 4H close above $604 to validate the move.

#BCH
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