Simonon
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Sure, I am bullish on macro and all the crazy fundamentals for crypto right now.
But what gets me really hyped is the current sentiment and disbelief of most.
Everyone’s talking about taking profits.
Calling tops. Waiting for better entries. Some even think this is just a relief rally.
Let them sideline themselves and wait for a better entry that never comes while we are riding to absurd new highs.
This isn’t a relief rally.
This is a revenge pump and it’s far from being over.
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Last dip before new ATHs, price discovery, and alt season.
A curse for impatient moonboys, a blessing for smart capital.
Which side are you on?
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Some still think of internet capital markets as just the next evolution of on-chain casinos. But the real vision is far bigger:
A global, 24/7 ecosystem for raising, trading, and investing in digital assets - built entirely online, powered by blockchains and free from traditional financial gatekeepers.
Essentially, that’s the endgame for crypto.
Most know by now that @aeyakovenko and @solana are building exactly that: the go-to hub for internet capital markets.
But here’s the part most miss:
To make this work at scale, we need TradFi, large institutions, and major players to come on-chain and
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I’m seeing more and more people showing up talking about “top signals.”
Don't listen to them.
Sure, you don’t want to round-trip your gains. But what’s far worse, in my opinion, are the opportunity costs that come with bear market PTSD and lack of conviction.
Everyone wants to catch the next 100x, but very few have the diamond hands to actually hold it until it gets there.
I can just speak for myself, but a 2–3x isn’t why I’m here. I chose crypto as my full-time career because I believe this industry can grow by orders of magnitude - not just a few percent.
Of course, it’s not always easy. We
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gm to absolutely everyone reading this.
These days, I wake up every morning to either huge news or new ATHs.
It’s incredible how far we’ve come as a crypto industry, and it wouldn’t have been possible without each and every one of you early believers.
I appreciate you.
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$ETH $4,700
3.5% left to ATH.
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$BTC outperforms
$ETH outperforms
$SOL outperforms --> we are here
Alt season
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ETH-1.05%
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GT0.31%
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Luca told me it's Abstract August.
Am I doing this right?
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gm to absolutely everyone
Feels like a good day to break $ETH ATH.
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$ETH $4,500
8% left to ATH.
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Birbs in control
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$ETH is 10% away from printing a new ATH.
Yet, 200% away from its top.
Banana zone around the corner.
ETH-1.05%
BANANA-0.95%
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Fundamental no-brainer picks for the alt season ahead:
$PEAQ - DePIN, AI & robotics
Infinex Patron NFTs - DeFi & on-chain abstraction
$BIO - DeSci & AI
$TIA - Infrastructure & Data Availability
$KAITO - InfoFi & attention layer
$HYPE & $PUMP - revenue printing machines
You're welcome.
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Can $ETH hit $30K this cycle?
Assuming the next few months shape up into a true peak bull market and $BTC runs to $200K from here, I see three possible scenarios for Ethereum:
1) Bear case – BTC remains the main focus of this cycle
In this case, the ETH/BTC ratio likely stays around its current 0.036 level, with ETH running in correlation with the broader market to roughly $7,200.
2) Base case – First BTC, then ETH and alts
BTC tops first, then trades sideways, giving ETH and alts even more room to run. ETH/BTC returns to its 2021–2022 range around 0.07, which would send ETH to about $14,000.
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Hyperliquid bought back $2.7M worth of $HYPE yesterday.
PumpFun bought back $2.8M worth of $PUMP yesterday.
One has 12x the FDV of the other.
HYPE4.82%
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Another birbish Monday for the Moonbirds community:
@moonbirds will get their very own leaderboard on @KaitoAI next week.
A Kaito premier: the very first NFT collection to have its own leaderboard.
Love seeing Kaito expanding into NFT support, and @spencer fully understanding the attention game.
Momentum for the birbs is only getting started.
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One thing the memecoin wars have taught us:
There’s no such thing as community alignment or shared values in the trenches.
That whole narrative about cabals and memecoin investors migrating from PumpFun to LetsBonk because they supposedly “valued the community more” was pure nonsense.
All that really matters is liquidity, volume, and distribution.
PumpFun won back its entire market share within weeks, reclaiming its position as the incumbent memecoin launchpad.
All it took was more transparency around buybacks and a commitment to deploying liquidity to their leading memecoin communities (and a
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