🔥 Coins I’m bullish on 👇
(2026 - 2027)
💎 High Conviction / Heavy Investment $MPLX
$AR
Between $JOE and $PNG, I’m personally leaning toward $JOE.
📈 Strong Medium-Term Picks
$INJ
$RPL
$RIVER
$TRB
These are the projects I’m watching closely for the medium term. 👀
FRESH WALLETS ARE BUYING THE ethereum:0xde4ee8057785a7e8e800db58f9784845a5c2cbd6 DIP
Fresh accumulation is starting to show up around ethereum:0xde4ee8057785a7e8e800db58f9784845a5c2cbd6.
Two wallets recently withdrew:
719.999K ethereum:0xde4ee8057785a7e8e800db58f9784845a5c2cbd6 (~$1.36M)
0x1E2B9793874bd80912164a094E7FD1D007298cf2
279.999K ethereum:0xde4ee8057785a7e8e800db58f9784845a5c2cbd6 (~$529K)
0xbA9d06f78661253bAe71eb83C03C1DDDDba4F608
What makes this interesting is the price structure.
ethereum:0xde4ee8057785a7e8e800db58f9784845a5c2cbd6 is now building a base around the same broad zone where the previous major expansion started, before the move from roughly $1.8 to $50.
That does not confirm a reversal yet.
If supply keeps getting absorbed here, ethereum:0xde4ee8057785a7e8e800db58f9784845a5c2cbd6 could be setting up for a much stronger reversal phase.
Over the last 360 days, 4,500,000 $GNS tokens have been burnt.
More than 41% of the supply is burnt, and there are now fewer than 23,750,000 $GNS in circulation.
$DEXE quiet day, only 4 coins with flow worth naming.
DEXE pulled $1.8M off Binance and Gate, 2.8% of its cap, the kind of size that actually dents supply. GRT sent $1.4M the other way, onto exchanges, 0.47% of cap, sellable but not sold yet.
the odd one is RLC: shorts paying longs 0.822% funding, the richest extreme on the board, while $1.3M just left RLC positions, 10.8% of its open interest. crowd got paid to short it and then a chunk of that short book walked away same day.
watching RLC funding tomorrow, see if it cools once the exit is done.
NFA
LATEST: 🔒 Vitalik Buterin says AI-accelerated math could deal serious blows to lattice-based cryptography within two years, adding to the quantum threat already facing ECDSA.
.@kbwofficial was the start of something special
Through conversations with issuers, traders, funds, and community members, we got clear signal that we're on the right path
We're not done yet tho
Metaplex mode
Bringing new markets onchain requires compliance infrastructure that supports issuer-sponsored tokenization.
Today, we're thrilled to introduce MPL-3643: a new standard for permissioned real-world assets and tokenized securities on @solana.
A THORChain network halt is an emergency security mechanism designed to protect the protocol.
A halt is not a selective freeze of specific funds or an individual swap.
During the May 2026 exploit that resulted in $10.7M stolen from the liquidity pools, the attackers addresses were never blacklisted and therefore never prevented from swapping on THORChain.
THORChain is permissionless and doesn't censor by design. It's a neutral public good/tool as described by @mperklin in the post below.
Cool to see the $MPLX community being built back up from scratch
Last cycle the holder base was almost entirely liquid funds
Now you have retail discovering the token for the first time, not just in the west, but in Asia as well
Believe in something
Seeing solana:METAewgxyPbgwsseH8T16a39CQ5VyVxZi9zXiDPY18m being left off a lot of the buyback lists
One of the largest buyback programs in crypto relative to market cap
When everyone else stopped/scaled back during the bear, Metaplex doubled down, including OTC purchases by Metaplex Fndn on top of the monthly DAO buybacks
Each month I reach out to every fund that was bullish on solana:METAewgxyPbgwsseH8T16a39CQ5VyVxZi9zXiDPY18m last cycle
And since the spring, only 3 of them asked for calls
Even this week, only 1 fund asked for time, and it was to repent for selling (we welcome them back with open arms)
Study under-owned assets