Current crypto market thoughts. Honestly, the recent moves are healthy. We're seeing capital flow to high-end utility projects like $ASTER, $STBL, and $XPL, which is a great shift from low-IQ, anon-dev meme coins. Much better than flowing to $TRUMP. Meme coins will always have their place in our degen world, but the ones that thrive long term will be genuine 'culture coins' like $DOGE and $PENGU, with real marketing and history. If you are looking at small cap meme plays, focus on those on new or in-vogue chains where the attention and mindshare is, like #PRICELESS on Binance Chain or #TRILLIONS on Plasma. Heading into Q4, we’ll likely see $ETH break to new ATHs and lift the whole market. Focus your eyes on the shiny new projects for top performance. The PVE runners this year have mostly all been new, from $KTA, to $ASTER, to $XPL, to $STBL. Unless you have a strong 2025 thesis for an older coin like Memento AKA $DEXTF, which is still building and partnering well, then fresh...
Always open to both bullish and bearish perspectives, but right now I’m simply not seeing a compelling bearish case. Markets usually top in euphoria - we’re nowhere near that. And it’s rare that over half the crowd calls the top correctly. On the macro side: global liquidity (M2) is hitting new highs, a plethora of rate cuts are imminent, and equities and gold are thriving. The backdrop is supportive, not restrictive. Bitcoin, $ETH, and TOTAL3 have all bounced cleanly off major support. This doesn’t look like a breakdown, it looks like a leverage flush setting up the next leg higher. HTF structure on key majors like $SOL and $HYPE is intact and others like $PENGU are forming textbook cup-and-handle patterns suggesting imminent further upside. Add in Q4 seasonality (fresh allocations from hedge funds and family offices as they return from Summer) and a dovish Fed chair being installed in early 2026, and the overall setup is strong. Whilst inflation always remains a peripheral...
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