CryptoStreamHub

Midweek Market Conclusions: Short-Term Momentum Stall

We observed a weak but clear risk-on impulse starting on Sunday and led by ETH and OTHERS.

However, momentum faded midweek.

The weakness is likely due to news fatigue (Iran de-escalation) and a lack of fresh catalysts.

We saw brief BTC native strength on Tuesday, which was likely driven by ETF inflows.

However, the resistance around $108,200 held, and we were not able to break through.

Meanwhile, NASDAQ continues its slow grind higher.

It's up 4% since Sunday, underperforming crypto-

Without broad follow-through, markets remain headline- and flow-dependent.

Since Sunday’s bottom:

- ETH is up ~13%
- BTC ~10%
- OTHERS roughly match BTC, underperforming ETH

(a more detailed report in my TG - link in bio)

I think altseason is coming:

I've noticed a lot of bearish takes on the TL again recently.

Is it just me, or do you also feel like the sentiment is shifting towards bearish again?

I'm not one to always be the contrarian, but every indicator I look at screams bullish and altseason.

I have no idea how long it will take, but in my opinion, we are clearly in the process of bottoming out, and we may already have lifted off the bottom into the first leg.

Feel free to disagree, but I don't see the bearishness.

#Launchcoin will do well, but $KLED will do better.

I think $PCULE is working on:

- Native UX for Sports betting
- Leveraged Polymarket Betting
- New UX/Website

What I can't wrap my head around is whether they will leave the Polymarket ecosystem.

Remember how #AI16z failed to implement their flywheel and launchpad?

They faded into irrelevancy while #Virtuals is doing well to this day.

That’s exactly what might happen to #Launchcoin if they aren’t careful.

I'm not worried about the $KLED sell-off because it's simply a delayed reaction to market conditions.

#Launchcoin down 50% from the local high
#KLED down 50% from the local high

It's the same move, just with a lag.

The catalyst was a liquidity rotation after the $DUPE flywheel reveal.

The FUD (which was pretty baseless btw) added some short-term volatility, which is likely not sticky.

I am a buyer here.

So #Launchcoin is now essentially a memecoin, and millions in Believe revenue flows to Nikita and friends?

At least the selling is increasing #Launchcoin revenue.

I recently looked into @NetworkNoya.

They use AI agents to route omnichain liquidity trustlessly with ZKML.
Already live across 10+ chains, 40+ protocols, and 500+ pools.

Right now, they’re running the NOYA Space Race:

- Deposit funds
- Launch strategies
- Refer friends

Earn rewards & early access.

Check it out 👇

#Launchcoin generated ~$700K in fees in the last 24h.

That’s $255M annualized revenue.

With a $190M market cap, the P/S ratio is ~0.75.

For comparison, $HYPE sits at ~42.

Even with the new 70/30 split, the protocol still takes home ~$76M/year — before expenses.

So #Launchcoin now gives insiders a 1-hour notice and insights into how the projects work before they go public.

Could you please not do stuff like this?

@pasternak

最近、@believeappエコシステムで素晴らしいポンプをいくつか見ました。

最初は$KLEDと$BRIX、そして今日は$SUBYです。

アクティビティが戦場に戻ってきているのを見るのは素晴らしいことですし、
#Launchcoinもかなり健闘しています。

これはICMプロジェクトの第二の波でしょうか？

@believeappで低時価総額を探しているなら、Metapediaをご覧ください。

私たちは、時価総額が$100k未満のすべてのプロジェクトをフィルタリングするボタンを追加しました。

このアイデアは、ある程度の価値を持つプロジェクトは$100kの壁を突破するべきだということです。

200ではなく20のプロジェクトだけを見てください。

私はこれが大好きです。

ちなみに、無料です。

I like $BRIX here — probably breaks out soon.

Hearing rumors the dev is planning a Twitter Spaces.

If he returns with community engagement, $BRIX could follow a similar path to $YAPPER:

> Yapper dev got followed by Marc Andreessen
> Price exploded

Guess who just visited Marc’s office?

The $BRIX dev — and he posted it on Instagram.

If he starts tweeting about stuff like this, the chart might not stay in consolidation for long.

However, we first need reassurance that he will be more active. I am optimistic.

#LAUNCHCOIN back at $160m.

Now I want $BRIX to hit $6m.

#Launchcoinは新しいデプロイヤーをもたらしました。

しかし、私たちはまだ新しい流動性が不足しています。

私たちは、伝統的なVC資本をオンチェーンにもたらすプロジェクトが必要です。

There are 19 projects listed on Metapedia with a higher marketcap than $BRIX.

That number should be under 10.

私は$KLEDを持っていませんが、$DUNEが反転したばかりで、チャートは上昇するように見えます。

今日のICM物語での最大の勝者（および彼らが急騰した理由）：

- $BRIXが183%上昇し、現在$1.1m
- #A16ZEが179%上昇し、現在$2.3m
- #THERANOSが95.82%上昇し、現在$1.5m
- $SANAが79.58%上昇し、現在$400k

ここで何が起こったのかを詳しく見てみましょう👇

やあ @pasternak、

コミュニティに貢献するために、$KAITOキャンペーンを立ち上げてみてはどうですか？すでにBelieveプロジェクトについて話し合い、取引している人々のために。

1) ほとんどの報酬は結局戻ってくるでしょう。これらの人々はエコシステムトークンでギャンブルをするのが大好きです。

2) 外部のクリエイターがインセンティブを得るためにファーミングを始めると、より広い注目を集めるでしょう。

3) 高い確信を持ったプロジェクトを表に出し、それらに注目を集めるのに役立ちます — 一種の分散型発見です。

ウィンウィンのように感じます。