It feels similar to the weeks right before the Q4 risk on szn late last year.
This is the calm before the storm.
$BTC is forming a bull flag on the HTF. In the short term, we may see a slight pullback to $100-102K. On a HTF, it looks ready. Bullish.
$ETH looks like it just did a spring test after over a year-long accumulation range. Should make higher lows from here. Bullish.
#Others (Total MC excluding Top 10) just retested the breakout of a 6-month downtrend. The chart sits in the same position it was in back in Sep 2024. We all know what followed.
[ Charts below ]
Macro is lining up (rate cuts, stealth QE, etc.), stocks are pumping, regulation is shifting in favor of crypto, and $ETH / $BTC look strong.
The groundwork is laid, and the writing is on the wall. At this point, it's only a matter of time.
It's easy to see this pushing $5B+ when the market catches on to how mispriced these are.
Think of the ETH utility szn in 2023 (Unibot went up 100x+ in 2 months starting in June '23).
We were sending absolute larps to hundreds of millions with claims of solid fundamentals.
Now we have real revenues (in the tens of millions), huge Web 2 giants involved (billion & trillion dollar companies as partners/backers), and real user growth (in the millions of MAUs).
(Not to mention the deflationary tokenomics.)
The fundamentals rival tokens in the Top 250 (100x+ from here).
The BEST R/R opportunities available in the market now lie within the ICM narrative.
This is what we have been asking for the whole time. Good projects that leverage blockchain tech to bring real-world value.
We have that. The market doesn't know it yet.
Don't fade it because you don't like that it's on Solana and not Base/ETH.
No matter how much you hate memecoins, how many people actually win or lose, or how much you hate the hypergambling / hyperrotationary attitude of traders.
Diese deflationären ICM-Token auf Solana werden parabolisch steigen, da ihre Preisbewegungen nicht ausschließlich durch Aufmerksamkeit/Hype getrieben werden.
Vielmehr nutzen diese Projekte Einnahmen aus bereits bestehenden, erfolgreichen und wachsenden Produkten/Einnahmequellen, um Token zu kaufen/zu verbrennen.
Direkte Kapitalinjektion.
Nicht von Einzelhändlern, sondern von zahlenden Kunden, die den Service unabhängig von der Preisbewegung nutzen werden.
Alt season has already started. #TOTAL3 tells us all we need to know.
While Bitcoin has surpassed its previous cycle's ATH, #TOTAL3 hasn't made new highs.
This time isn't different. This chart will make new highs.
Capital will flow into alts like it did before, but it won’t be the same, it will rhyme.
You can’t buy anything, expecting it to go up.
The market has matured by leaps and bounds since last cycle. Better data analytics, more savvy investors / traders / grifters, more sophisticated tools, and better tokenomics.
There’s more narratives, more chains, and way more tokens to choose from.
There are so much more factors at play.
Even with that, tokens will go parabolic. If we play it right, there are opportunities everywhere
Last cycle we added almost $1T to the Altcoin market. From $35B in 2019 to $1T at the peak in 2021, with mostly retail money (#1 below).
Now, we see trillions of dollars from TradFi are ready to flow into this space. Hundreds of billions have already. With more liquidity coming, driven by rate cuts, treasury vehicles, ETFs, and adoption (institutional + retail).
So far, $900B flowed into altcoins (#2 below).
Wouldn’t surprise me to see us add $1-2T, at least, at our peak. Target $2T (#3 below). It will take time for this to work through the market.
While the cycle still has time to play out, now is the time to position in narratives.
Quality projects are at generational entries. Pick your narratives & tokens. This chart looks ready to melt up. Time to get into position.
Some of the most bullish catalysts for the market have come during peak war FUD.
Can't help but feel we go much higher once the war talk ends and market prices in:
→ Genius Act → ETH Staking ETF → Market structure bill → Tarriff deals being signed → SOL ETF coming → More crypto treasury vehicles coming → Rate cuts ahead of us
etc.
As bearish as things have been, can't help but be even more bullish.
Solana ist keine Kette mehr, die von Memecoins dominiert wird und an Innovation mangelt.
Es gibt einige RIESIGE Projekte in der Entwicklung mit soliden Fundamentaldaten. Schau dir Projekte wie:
→ $PVS → $KNET → $KLED → $CDB → $DUPE → $BUDDY
Wenn du tatsächlich deine Recherchen machst, kannst du mir nicht sagen, dass diese Projekte es nicht verdienen, höher zu steigen.
Diese haben Fundamentaldaten auf dem Niveau der Tokens in den Top 250 Tokens im Raum, da besteht kein Zweifel (sie haben definitiv bessere Tokenomics).
Ich glaube, dass diese die ICM-Führer sein werden.
✅ Erfolgreiche Web 2 Gründer/Entwickler ✅ Große Web2 Partner/Unterstützung ✅ Einnahmen generierende Produkte ✅ Deflationäre Tokenomics
Web 2 kommt zu Web 3. Viele Entwickler wählen Solana. Projekte innerhalb des Believe Eco haben das höchste R/R im Verhältnis zu den zugrunde liegenden Fundamentaldaten.
Und es ist nicht einmal nah dran.
[ Es fühlt sich gut an, hier nicht in einem überfüllten Handel zu sein. ]