With over 10,000 crypto tokens, navigating the markets can be a nightmare.
99% of projects don't actually bring any utility.
So how do we spot REAL potential?
🧵This thread will go over 8 of the BIGGEST bets I have for this cycle & the reasons why.
🚨Just In: Kevin Cramer says the CLARITY Act is still moving forward, but lawmakers are waiting for Democrats to review the updated ethics provisions.
The goal remains the same: get it across the finish line before the August recess.
The market has a funny way of rewarding patience.
When fear peaks, most people freeze or sell. Yet history shows that's often when Bitcoin's MVRV Z-Score signals the best accumulation opportunities.
The hardest time to buy has often turned out to be the best time to buy.
The market might looks noisy on lower timeframes, but the bigger picture tells a different story.
Around 89% of Bitcoin's supply is in the hands of holders who've kept their coins untouched for at least three months.
🚨The CLARITY Act is back in the spotlight!!!
Trump has reportedly agreed to an ethics provision that could help end months of stalled negotiations and pave the way for a vote.
If it becomes law, it could mark one of the biggest shifts in U.S. crypto regulation to date.
Green = Big Whales. Red = Retail.
Notice how every single major blow-off top in Bitcoin’s history ended with massive red retail clusters?
Right now, institutional whale orders are quietly holding the line while retail volume is practically dead.
🚨 Bitcoin isn't struggling because there's no demand.
It's struggling because too many recent buyers are waiting to sell at breakeven.
Once bitcoin:native pushes back above the Short-Term Holder Cost Basis, that pressure starts to fade, and the trend could look very different
The biggest shift isn't $XRP's price, it's who's talking about it.
Institutions are discussing XRP more openly than they were just months ago.
If that trend continues, we could be looking at the early stages of much broader adoption.
Altcoins still have a lot more work to put in.
The good news, it seems they've bottomed Vs. BTC.
The breakout of the blue zone on OTHERS/BTC usually indicates another ~6 months of ups and downs... But then...
The yellow, orange and red zones - ALTSZN.
Gettin' a video ready for Chainlink $LINK and man, every time I do one of these I just feel like FOMO buying.
Once you know how good this project is, you can't help but want to throw everything in it.
BlackRock pulled in $15B in net inflows to its crypto funds over the past year.
Yet the value of its digital asset holdings still fell 39% as crypto prices declined.
A reminder that strong investor demand doesn’t always translate into higher portfolio values.
Japan has officially raised the bar for crypto regulation.
With Parliament approving new laws, digital assets like Bitcoin will be treated as financial products, bringing stricter oversight while creating a clearer path for institutional participation.
🚨Another sign that institutional crypto adoption isn't slowing down.
Morgan Stanley has revised its Ethereum and Solana ETF filings again, this time naming Coinbase as both custodian and staking provider.
bitcoin:native is knocking on the door of $65K again.
If buyers can secure a clean 4-hour close above this level, $70K could come into view sooner than many expect.
Strategy’s Bitcoin treasury is valued at an estimated $53 billion. But the market is sending a different signal.
The company has slipped 77 places in the U.S. market cap rankings, falling out of the top 300 public companies.
Market volatility hasn’t stopped Bitcoin accumulation.
Binance users added 7,715 BTC in June, bringing customer Bitcoin holdings to approximately 640,000 BTC, according to the exchange’s latest Proof of Reserves report.