$ZEC and $ASTER are two examples of very high energy pumps we've seen in the past few months
I believe these types of runs inevitably mark tops that will last for months if not years, which makes them very high certainty shorts
But both of the coins also had 3-4 weeks of a bounce that formed a lower high
Just something I've noticed, not surprising but good to keep in mind. There's inertia when a coin receives so much energy, even once it's quite clearly topped, it will still receive a lot of residual inflows
→ $AVAX produced a 366x, now one of the worst performers this cycle. → $ATOM produced a 563x; appchain thesis is dead; liquidity is fleeting. → $AXS produced a 2054x, no pmf, no adoption to sustain valuation. → $SAND produced a 744x; metaverse adoption did not materialize. → $GLMR yielded a 1539x, the Polkadot ecosystem failed.
The only token to outperform this cycle with growing fundamentals was $SOL (an ATH of $293 in Jan 2025), which also saw a 1153x return from its ATH.
EtherFi’s monetization profile looks nothing like a retail fintech. ARPU sits around $256 - higher than Wise or Revolut and in the Chime/SoFi range - with only ~21K funded accounts. Small surface area, institutional-grade economics. #EtherFi $ETHFI
I often like to revisit my old analyses of bigger projects. Hyperliquid’s strength as of today immediately reminded me of my $ASTER post back in October. The project always felt a bit phishy.
Back then, on-chain didn’t lie: early whales already took profits, signals were weakening, and the big airdrop caused confusion and sell-offs. See my onchain analysis post for more details.
Yet somehow, every KOL back then was shouting “Aster CODED.” Armies of them, spamming the so-called Hyperliquid killer daily on our timelines. Backed by #CZ himself
You almost had to be a complete retard to not believe in it, right?
Well, then reality hit. The weak on-chain signals eventually matured, accusations of wash trading followed, marketing stunts with hot $ASTER chicks, flashy new KOL hires, public buys from CZ.
All noise.
None of it mattered.
The Hyperliquid killer couldn’t beat real tech. Meanwhile, Hyperliquid kept building, still has $8b MC, without a paid KOL army or a CZ / #Binance backing.
Damn.
It makes me proud to see a team with this much focus simply choose to ship and win.
#ETH Vitalik Buterin: In my view, the future of blockchain mechanism design will mainly adhere to one scheme:
One layer, maximally open and providing maximum accountability (it's a market, anyone can buy and sell; if you make the right decisions, you make money; if you make the wrong decisions, you lose money);
One layer, decentralized and pluralistic, providing maximum room for internal motivation. This cannot be based on tokens, because token holders are not pluralistic, and anyone can buy and acquire 51% of them. Voting here should be anonymous. #ethereum $ETH
The news this morning says #Trump will announce a new #FED Chair Today.
Odds on polymarket favours Kevin Warsh.
Now who is kevin warsh? And what should you expect??
👉 He has some personal relationship to Trump. 👉 He served as a Fed governor from 2006 to 2011 👉 He calls for regime change from the powel approach to a new one 👉 He is more of shrinking FEDs balance sheet which he believes contributes to inflation. 👉 He Critics the Fed’s balance-sheet expansion. 👉 His stand on BTC says bitcoin can be used as a policemen for policies. 👉 His views on gold and the "status quo" are rooted in a critique of monetary policy, specifically the long-term reliance on quantitative easing (QE) and "free money" policies. 👉 He currently argues Fed would be able to cut rates more by aggressively downsizing the portfolio BUT was Fed critic, known for “hawkish” stance. 👉 He said inflation is choice 👉 He view AI acts as a postive suply shock (disinflationary). 👉 He proposed a "digital dollar" backed by Fed in 2018.
Conclusion; i feel his appointment and regime will generally be bullish for bitcoin and the digital market.
$RIVER is running solo. While the whole market is dumping, this one barely moves. To me, it looks like a pump-and-dump play, similar to some of those xx pumps on Binance like $MYX , $AIA , or $COAI. But unlike those, it didn’t dump hard right away and has been holding its price surprisingly well. Maybe the underlying infrastructure is actually solid, not just pure price hype. And let’s be honest with Justin Sun and Arthur Hayes backing it, there’s at least some level of credibility behind the project.
After a short bounce to around $97K, #BTC quickly dropped back to the $84K area where it is now. Yesterday’s drop was largely driven by “sell the news” following the Fed meeting. That said, looking at the price action, buying pressure has been weak for a while, so a Bitcoin pullback was expected. In some of my recent YouTube videos, I also mentioned that $BTC could move down to the low $70K range, and then we can see whether buying demand becomes strong enough for a rebound. At the moment, #Bitcoin looks weak, so it’s better to stay on the sidelines and avoid trading in this phase. #Binance #BNB
#Gold is up 27.73%, Silver is up 61.44%, Copper is up 9.14% so far this year as they hit new ATH. $BTC is down -0.82% Watch it out post shutdown (If it happens). 2026 is the year of Bitcoin!!!