Jessica McDuffee

[Chainlink @chainlink]

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[Ardi @ArdiNSC]

Yesterday, I said the people calling for $40K $BTC are dreaming.

This is one of the reasons why.

The people expecting another historic capitulation are assuming there is still an enormous amount of supply waiting to panic sell.

Long-Term Holder Supply suggests otherwise.

It has now surpassed 16.65M BTC, representing roughly 83% of the circulating supply, which is an all-time high for the metric.

Even after periods of distribution, total Long-Term Holder Supply has recovered to record highs.

In short, a record amount of Bitcoin is sitting with holders who have shown little intention of selling, despite months of weakness.

For Bitcoin to sustain a move toward the extreme bear market targets people are expecting, a significant portion of that supply would need to return to the market.

The last ten months of price action haven’t been enough to make that happen.

It can still happen, but I think it would require a significantly more destructive event than a continuation of the conditions we have already experienced.

So while I don’t think BTC has bottomed, this metric explains why I expect the eventual low to be much shallower than the crazy numbers people are throwing around.

This is what a maturing asset class looks like. More supply held long term and progressively shallower cycle extremes.

[Alex Marzell @MarzellCrypto]

$LINK lost two levels in eight hours yesterday. First the 8.72 range floor, then the 8.55 shelf that had held all evening.

It has sat on 8.28 for twelve hours since. Nine cents of range, two clean tests of the floor, no bounce yet.

Hold 8.28 and this is a base. Lose it and the flush continues. #Chainlink

[soap @soapweb3]

I gave you $CashCat at $3M, it went to 220 millions

I gave you $ANSEM at $300k, it went to 45 millions

I gave you $TripleT at 3M, it went to $27 millions

I gave you $hoodrat $98k, it went to 17 millions

If you had invested $100 in these coins, you could have $25 million today

I don't make too many calls but when I do, those who listen and buy make a lot of money

I just found another low market cap, billion-dollar runner meme, 100x potential

Currently trading at 15k market cap

I'll send its CA to those who like, follow me, retweet, and comment *ME*

[Whale Insider @WhaleInsider]

JUST IN. 🇯🇵 Japan's SBI Group plans to launch lending service that offers 3% annual yield on users' JPYSC stablecoins - Nikkei.

[Monero Accepted Here @cypherpunk31337]

All roads lead to Monero.

[Minty @DeFiMinty]

My $Pump thesis is simple

- Pump is 1/7 of Hyperliquid's valuation but generates over half its revenue.
- CT is biased against meme launchpads but it has proven to be sticky.
- It's fair for Hyperliquid to trade at a larger premium but that's still priced in even if Pump were a quarter of its valuation.
- Pump still dominates the launchpad sector with 84% of marketshare.

You can hate on the business model but the data is there.

[Bifrost Wallet @BifrostWallet]

This week on Bifrost/brief 👇

○ Exciting updates coming from Bifrost Wallet 👀
○ Bifrost Wallet has 4 validators now — stake & earn 💸

○ STP-13 proposal is ready for voting on Songbird
○ FIRE money printer go brrr, and now has a dashboard
○ Flare Summer Signal hackathon is live

○ Ripple is now fully MiCA-compliant in EU
○ 26K+ new XRP wallets this week, highest since March
○ New XRPL lending infra by XRPL Foundation + VS1
○ $4B in tokenized RWAs now live on XRPL

○ XDC Network now holds $1.1B in tokenized value
○ XDC Network X Uphold in a joint Spaces tomorrow

[Utility Obviously ⚖️ @UtilityFTW]

🔥MY CURRENT HYPOTHESIS ON THE STRUCTURE OF THE FUTURE MONETARY SYSTEM 🔥

Stablecoins are just the opening act...

XRP and XLM's ULTIMATE USECASE 🚀🌙

The biggest takeaway from this should be in understanding it's a 2-tier system today, and it will remain a 2-tier system when it is fully digitized.

Central Banks (Layer 1) issue base money as a wholesale liability, which acts as an asset on Commercial Banks balance sheets.

Commercial Banks (Layer 2) then use that wholesale asset to issue liabilities (IOUs) to their customers. This forms 2 distinct USD layers...

Layer 1 is real money, used for interbank settlement in a domestic setting along with being part of a cross-border settlement infrastructure.

Layer 2 is a pegged IOU stablecoins, used for transfers between industry, institutions, customers and consumers.

ALL stablecoins issued today, be it USDT, USDC, RLUSD, OpenUSD or JPM Coin, are only liabilities of Commercial Banks and are only used on the 2nd layer.

In the future, Layer 1 sovereign funds will be settled between nations using a neutral bridge asset #XRP and #XLM.

But Layer 2 can also utilize the same neutral bridge asset when moving value between different stablecoin networks.

The moon 🌙 shots will come when Central Banks start announcing where they will be building their balance sheets and wholesale ledgers... Grown men will weep. I hope ours will be tears of joy.

[The Black Bull @0xMrPinky]

Airdrop incoming in minutes

Drop your $ANSEM address

Check your wallets every few minutes

[Sui Community💧 @Community_Sui]

Are you ready for the next target? $SUI 👀

in the next week ✅

[Arthur Hayes @CryptoHayes]

I still want to be long the Hyperliquid ecosystem but I need some asymmetry. It’s time for an options dex to properly take on Deribit. Hypercall, owned by $SYN, is that challenger. Let’s see if they can cook.

[Solana Hub @SolanaHub_]

Top 10 Solana dApps by revenue (last 7D) 👇

@Pumpfun
@Collector_Crypt
@AxiomExchange
@JupiterExchange
@phantom
@zinc_cash
@dexscreener
@ore
@MeteoraAG
@gmgnai

Solana isn’t just active — it’s generating real revenue.

Which project stands out to you?

[Sui @SuiNetwork]

Massive technological milestones, world-first payment integrations, and privacy layers.

Here is your weekly recap of the core developments across the Sui network:

• Confidential transfers are live in public beta on Sui Devnet, enabling private amounts/balances with compliance and auditability.

• @FortuneMagazine named Sui a top-10 protocol in its first Crypto 100 list.

• @xMoney_com became the world’s first Mastercard issuer to launch the Mastercard Payment Passkey. Secure biometric authentication with smoother, lower-friction checkouts.

• @WaterX_app officially moved from beta to full launch, bringing perps, prediction markets, and tokenized stocks into a single account.

• @overtake_world launched UpTop, a digital goods marketplace with an instant 3% discount when you pay with $USDC on Sui.

• @astros_ag announced the launch of their Ambassador Pilot Program to source global creators, traders, and builders to help scale onchain markets.

• Lito Adiwang claimed May's fastest finish with a 34-sec TKO at ONE Fight Night 43, backed by Sui as the official blockchain partner.

The network is maturing and expanding across every major vertical. Looking forward to seeing what the ecosystem does next week.

[Mav @XMRVoid]

What is the best no kyc card for $XMR?

There’s only two solid options that I’ve used for a year+

@Goblin_cards you can withdraw cash, tap to pay globally and the only fee is 3.5% deposit

@cakepay Prepaid Visa and Mastercard with up to a $5000 limit and no fee for issuance. Solid option but you can’t use a vpn to buy it and they can randomly freeze your account (cake refunds you dw, you can just use a new email)

I’ve tested every card on the market that accepts Monero and apart from the cards above, @cryptoBingCard @NoKyCryptoCards etc etc all have insanely high fees that make them not worth it at all

[Killa @KillaXBT]

$BTC

As always, the pattern didn't change.

FOMC was priced in. We saw a bullish narrative form into the news, then a -5% dump afterwards.

Textbook reaction.

8 out of the last 9 FOMCs have seen a ~5% decline afterwards. This time was no different.

[Oku Trade 🐼 @okutrade]

Oku Invest is live!

With @layer3xyz, we're giving away $100 in $CRCLon to 1 RWA trader on Oku.

Head to Oku Invest, pick any RWA you're interested in, and swap $100 of it on @BNBCHAIN 🟡

[dens club @dens_club]

🚨🔥 ALTSEASON APOCALYPSE: RWA x AI EDITION — THE GREAT WEALTH ROTATION 2.0 UNLOCKED 💰🏦🌕🚀

💎 10x–50x+ HIGH-CONVICTION TITANS
• $TAO — Decentralized AI intelligence powering the agent economy
• $ONDO — RWA Tokenization King | TradFi moving onchain at scale
• $LINK — Oracle backbone for real-world assets, AI & data
• $RNDR — AI compute + rendering DePIN leader

🚀 50x–100x ABSOLUTE INFERNO BLASTERS
• $FET/ASI — Unified AI agents & superintelligence ecosystem
• $NEAR — Agentic commerce + AI-first L1 momentum
• $GRASS — Bandwidth DePIN for the AI data flywheel
• $IO — Decentralized GPU for massive AI workloads

🌋 100x–500x MOONSHOT LEGENDS
• Next-wave RWA plays (tokenized equities, credit, real estate infra)
• AI + DePIN convergence gems with real traction
• Stealth chain abstraction & modular execution plays still under radar

🔥 500x–1,000x+ LOTTERY TICKETS TO GENERATIONAL WEALTH
Ultra-stealth AI agent swarms, permissionless RWA launchpads, and fresh narrative mergers flying completely under the radar.

ALPHA LEGENDARY UPGRADED TIER LIST (JUNE 2026 GOD MODE ACTIVATED)

The setup has evolved. BTC just smashed key levels with volume. Macro tailwinds + institutional interest are opening the door for liquidity to rotate hard into alts — RWA infrastructure and AI rails leading the charge.

Smart money isn’t chasing every green candle. They’re stacking the foundational layers where real utility meets massive TAM.

Position HEAVY in conviction plays. Or watch the parabolic phase from the sidelines.

This cycle separates those who understand the RWA + AI convergence from spectators.

What’s your strongest legendary gem right now — RWA, AI, or DePIN? Drop it below 👇 Let’s ride the rotation together!

#Altseason2026 #RWANarrative #AIxCrypto #DePIN #WealthRotation #RWA2026 #CryptoAlpha

NFA | DYOR

[Jessica McDuffee @JessicaMcDuffee]

@sui__menhera