All the capital and attention are flowing into the AI sector and tradfi IPOs: $SPCX yesterday, OpenAI and Anthropic probably next.
You can see the level of hate and ignorance toward crypto right now, as it has clearly underperformed the S&P 500 since Oct 2025.
But that's exactly how cycles work with capital rotation and sentiment shifts. I have no doubt crypto's time will come, especially when the AI hype fades.
And when the capital rotates back, PA will be parabolic and leave most people sidelined. Long accumulation in silence often leads to a crazy pump when it breaks.
It might take longer than you think (or stay solvent). Just try to survive, be patient and stack as much bitcoin:native and ethereum:native as you can while it's cheap.
We'll be grateful for our decision in the future.
Looks like the Options space is heating up.
Vitalik also mentioned a new project called Cleave, currently on testnet with a cool concept.
Why not give it a try?
https://t.co/SQM5bNkX6m
Looks like the options thing is happening already!
See also: various people thinking through and building different versions of the idea in the thread: https://t.co/gFNEvCbHct
Though I do strongly urge that if any of these get on mainnet quickly, we formally verify it first. I hope @vyperlang and/or https://t.co/OMFlWRqJda folks ( @Fricoben) can help!
(Also, now is a good time to be thinking about robustness-optimized oracles)
https://t.co/j1dxLV4Pn4
500 more points added from @dango epoch 8, mostly from my DLP position.
Max 30 weeks more to go until TGE.
Will keep accumulating those precious points from both LPing and trading.
Who knows, maybe one day Dango becomes top 5 perp dex and make its early users retire ๐
Remember when everyone farmed $APT season 2 for years and still got nothing?
It could be the same with $HYPE.
$APT also had a legendary drop in 2022 and a big future allocation for community. I remember many speculated about a season 2 and farmed for years but nothing happened.
There will probably be another $HYPE airdrop, but we don't know when. And it likely won't be as good as the first one (typical for season 2), especially with much tougher competition.
So if you're farming $HYPE season 2, maybe lower your expectations, use the product organically and avoid burning too much in fees.
Shorting $ETH after a huge correction from $4900 to $1500? Doesn't sound like a good idea.
Either he blindly hates $ETH, or he's just publicly fudding while accumulating like crazy.
We'll never know his real intention. Don't just follow his call without your own conviction ๐
The next trending altcoin looks cooked: ethereum:0xcf5104d094e3864cfcbda43b82e1cefd26a016eb
Just like $LAB, $RIVER, $MYX, $COAI,... before. Same pattern every time:
> Low float, high FDV
> Insiders control most tokens
> Bullish PA for a while
> Hard dump + FUD
Genuinely curious who's still falling for these scam tokens.
Trending altcoins always look strong ... until they don't.
We've seen this movie too many times.
They pump hard or hold well againts $BTC. Everyone calls it the next big thing. Then it comes back to earth when the hype fades.
Most end up reverting to moving with $BTC and the broader market. Worst case, dumped to zero or slow rugged.
So if you're in profit, don't get too biased and marry the bag. Caution never hurts, even when your coin is still doing fine with no red flags.
Consider taking partial profits when it feels right and keep a moon bag if you want the upside.
Yes, you'll make less. But you'll also minimize risk and stay in the game longer.
It took me 4 years of expensive lessons until 2025 to finally learn to take profit.
Really hope you learn this sooner than i did ๐
$ETH daily RSI at an ATL of 12.76 with worst market sentiment in years.
And it's now even compared to $ATOM.
Not saying we've bottomed, but this is exactly what peak pessimism tends to look like.
When fear is everywhere, that's usually not the time to be fearful ๐
I can't shake off the thought that $ETH is following $ATOM.
Both has tech used beyond their own ecosystem:
- IBC and the Cosmos SDK run under dYdX, Celestia and Injective.
- The EVM runs almost every chain that isn't Solana.
Lots of adoption but native coins don't accrue much value.
Both scaled by pushing activity out to satellite chains:
- Cosmos with app-chains like Osmosis
- Ethereum with L2s
Cheaper for users, but value leak to the edges while the L1 pay for security.
Like L2s are slowly dying, Cosmos App-chains are pivoting or shutting down with Akash's $AKT about to propose a new migration chain.
Price is going the same way but slower for ETH.
ATOM is down ~86% over five years. ETH 'only' 38%.
The big shift was valuing L1s mostly based on fees/revenue.
I think that's flawed for L1s but $HYPE and $TRX proved that L1s can actually generate high enough fees and burn tokens via buybacks to affect the price.
Cosmos community was asking FOR YEARS to fix ATOM's inflation and weak value accrual, and nothing changed until an 86% dump forced it.
Even a founder was pushing for a hard fork.
Apathy set in within Atom and no one even talks about it on CT anymore.
Now they're redesigning ATOM to capture value instead of just paying stakers to hold. Current proposals:
โข inflation tied to actual fee revenue (currently a fixed 7-10%)
โข longer staking locks earn more
โข value accrual extended to SDK (corporate) usage, beyond staking yields alone
$ATOM holders are so desperate they are willing to experiment.
$ETH is at way too high MC and not desperate enough to make any radical changes to it.
Vitalik called supporting ETH the asset 'outside the scope of the EF'.
So any big change probably would come the way it did for ATOM: a crisis deep enough that doing nothing becomes more costly than acting.
ETH still secures billions so too large for anyone to treat this as an emergency.
ATOM had to fall most of the way to zero before it could reinvent itself.
If ETH is on the same path, the level that unlocks it is a long way below here.
@cryptoupdate_io Totally agree bro, but even tokens with strong fundamentals are still struggling and the PA is terrible. Now I only focus on the irreplaceable ones.
5 years already and still no real altcoin season.
During 2024-2025, I caught a lot of airdrops (6 fig at peak) but naively held almost everything. I was convinced altcoin season was coming.
Then everything dumped 90-99%. You know how it goes.
That painful experience taught me two things:
> Altcoin season as we knew it may never come back. There are too many altcoins now.
> Without taking profits and rotating, we can't survive long-term.
My strategy now is just to generate yield in any market condition. Then stack $BTC, $ETH and stables. Only keep a small altcoin moon bag just in case.
Took me 4 years to figure this out. Painful but necessary lessons tbh.
Do you still believe in altcoin season? Or have you moved on too?