Bullish tape still has a month left.
Call it a Q4 local top after that, not a bottom.
BTC near 100k, ETH over 3k.
Then RH Chain rides wave two and ARC gets wave one.
I think we have at least another month of bullish price action in the cryptocurrency market before we can talk about a Q4 local top (not a bottom, like bears misled you to believe).
IMO, that would equate to BTC reaching approximately ~100k (possibly a little higher), and ETH moving above 3k.
Those assets would then establish a range between specific levels I am actively monitoring.
During that time, RH Chain will experience its second bullish wave as liquidity spreads across the risk curve.
ARC would experience its first.
A drone needs power.
It finds a charger, verifies its identity, receives a price quote, authorizes payment in USDC, and settles on Arc.
No human checkout. No waiting.
Just machines transacting with machines.
This is the agentic economy, live on Arc.
Circle Mint just made BTC-backed loans simple.
Deposit BTC, mint cirBTC, then borrow USDC on Morpho.
Same flow on Arc and Ethereum.
Bitcoin to dollars, without leaving Circle.
Digital Asset-Backed Borrow in @circle Mint, powered by Morpho
Circle Mint customers can now deposit BTC & mint cirBTC, collateralize cirBTC, and borrow USDC on @arc or @ethereum, all in an integrated flow on the same platform they already use and trust.
Digital asset-backed borrowing just went live on Arc, and that’s a big deal.
Eligible Circle Mint customers can deposit BTC, mint cirBTC, and borrow USDC through supported lending markets.
Simple flow: lock BTC, get cirBTC, pull dollars onchain.
Arc is turning Bitcoin collateral into real USDC liquidity without the usual mess.
Digital Asset-Backed Borrowing is live on Arc.
Eligible Circle Mint LLC customers can now deposit BTC, mint cirBTC, and borrow USDC through supported third-party lending markets on Arc.
Deposit BTC. Mint cirBTC. Borrow USDC.
Arc brings cirBTC and USDC into stablecoin-native infrastructure built for onchain credit, collateral, and dollar-denominated liquidity.
https://t.co/LP3o0ovlp4
@JakeGagain trading will make you lose money fast
the logic protecting asset can be considered as another edge
I think alt coins will be pumped following BTC
Mbappé still dreams of playing football with friends until sunset, just for fun.
His passion and self-trust led him through big changes to innovators bringing the game closer to people.
Dreams that never fade often change everything.
This fire and motivation matter in every business and life, not only football.
Dream on - that’s how great journeys begin!
Dream On, Football.
I still dream of playing football.
That might surprise you, coming from someone who plays it for a living.
But it’s true.
I still dream of playing with my friends.
Playing until sunset. Until dinner.
Playing just because it was a game, long before it could become a career.
I have followed this dream for as long as I can remember.
Once again it has led me to one of the biggest changes in my life.
Now, I find myself surrounded by innovators who dream of the same things I do.
Of bringing foot as close as possible to ball.
Of bringing the people as close as possible to the game.
Of bringing the world as close as possible to play.
I guess that’s the thing about dreams that refuse to change.
They’re usually the ones that change everything.
Dream On.
@sol_nxxn I don't think memestock can be remained as edge
because that is not fresh one anymore
just like the AI agent token was pumped when it appeared first, for example, Fartcoin
Pumpfun is still the king when it comes to memecoin launchpad
That's WHY Solana will be at $300+ this cycle 🐂
1. Ready for anything
- Solana operates with ~250ms block times today and is targeting ~200ms
- The upcoming Alpenglow upgrade targets ~150ms finality, approaching a Web2-level user experience
- Solana routinely processes thousands of transactions per second while maintaining fees measured in fractions of a cent
- Solana processed a record 216M non-vote transactions in a single day in August, and 1.32B in one week
- Median transaction costs are typically below $0.001, making high-frequency trading, payments and consumer applications economically viable at scale
2. ETF inflows
- U.S. Solana ETFs have already attracted roughly $1.34B+ in cumulative net inflows
- ETFs create a regulated channel for pensions, RIAs, hedge funds and traditional investors that cannot directly custody crypto
- ETF inflows create a new source of demand for SOL and increase institutional ownership of the asset.
3. Tokenized stocks
- Tokenized equities are already trading on Solana through platforms and issuers such as xStocks, Backpack, Ondo Global Markets and Kraken, offering exposure to major U.S. stocks and ETFs
- Solana settled approximately $8.8B in tokenized equity trading volume in Q2 2026, up 325% QoQ, and captured roughly 56% of the global tokenized equity market, reaching 70% market share in June alone
- Solana has become the dominant blockchain for tokenized stocks, accounting for approximately 96% of all-time on-chain tokenized equity spot volume, according to ecosystem data
And it's all available 24/7
4. Stablecoins
- More than $16B of stablecoins now circulate on Solana, and monthly volume has repeatedly exceeded $500B–$650B
It seems like it's not just a "casino chain"
5. RWA
- Solana's RWA ecosystem has now passed $4B in value across 350K+ holders/addresses.
This includes tokenized Treasuries, private credit, funds and other traditional financial assets from names like BlackRock, Franklin Templeton, Ondo, Apollo and Hamilton Lane.
6. Inflation problem is being solved
One of the biggest historical bear cases against SOL was token inflation
- Solana's inflation rate has already declined significantly from its original 8% launch rate to roughly 4% today
- The network's long-term target inflation rate is just 1.5%
- New proposals such as SIMD-550 would accelerate disinflation and reduce future SOL emissions by nearly 19M SOL over the coming years
7. Every Crypto Meta Lives on Solana
Whether it’s memecoins, digital collectibles, DeFi, prediction markets, RWAs, stablecoins or the next meta we haven’t seen yet, products increasingly choose Solana
Not only because of the speed and cost , but also because there is deep liquidity, millions of users and god-tier distribution
This creates a powerful network effect: products choose Solana because the users and liquidity are already there, and users choose Solana because the best new products keep launching there and there is easy access to them
8. Institutional adoption
Major institutions are actively building on or integrating with Solana
Participants include BlackRock, Franklin Templeton, Mastercard-linked infrastructure providers, Visa-linked settlement initiatives, MoneyGram, PayPal and Western Union-related payment infrastructure, etc.
Institutions increasingly view Solana as blockchain infrastructure because it makes sense
---
Solana has always been the fundamental asset of my portfolio, and looking at what's happening now and where crypto is heading, it makes even more sense to me...
The charts are pumping and suddenly everyone’s a true believer again!
Crypto really only cares about price action,
because nobody’s fussing over UX when everything’s flying green and the vibes are electric.
Bullish season is always amazing!
when price pumps everyone's a believer again, everyone called it, everyone's long. bla bla
crypto only moves on price, nobody cares about ux if price is up. real progress: hyperliquid stocks, tokenized assets on eth/sol, stablecoin bill, clarity act next
bullish. as always.
Cristiano Ronaldo is back and shining brighter than ever at the amazing age of 41!
He reunites with new coach Jorge Jesus from their Al Nassr days.
Football is so lucky to still have him!
JUST IN: Apple & Google are reportedly hiring cryptocurrency developers & digital asset experts as interest in stablecoins & blockchain payments grows.
Memestocks will not work anymore.
That is why Ponsfamily is becoming dead silent.
Ideas only work when the mission is actually new.
It is like Fartcoin printed and the 100th AI-shilled coin died.
Unpopular opinion: memestocks will not be a thing. Outside of the first-movers and established winners that have carried away its novelty with them, it’s a memetically dead category.
Either buy the stock, or buy the meme.
You can’t have the 30th derivative of Boner.
You can’t have the 50th derivative of AI.
Why? The missions end up being the same. Boner owns the squeeze [the stock] narrative already and AI owns the board seat narrative.
A memestock without a novel mission is nothing but an inefficient derivative of a stock.
Akin to Fartcoin: It was a memecoin shilled by AI. It did well, because it carried its novelty. The 100th memecoin shilled by AI didn’t too well.
Bitcoin neden yükseliyor? Cevap opsiyon piyasasında.
Son analizimde 82 geçilirse 85'e kadar direnç yok demiştim.
82 geçildi, fiyat 85 bin 300 dolara kadar çıktı.
Bitcoin şu an 84 bin 368 dolar, 85'in altında bekliyor.
Yükselişi kovalayan yoktu, ama fiyat 3 bin dolar yükseldi.
Neden?
Yolu opsiyon piyasası açtı, hızı 82'nin altında açılan short'lar verdi.
Fiyat neden 84 ile 85 arasında sıkıştı, o da aynı grafikte yazıyor.
Şimdi yükselişi kimin yaptığına bakın.
82 bin hafta sonu geçilemedi, bu sabah geçildi.
Tasfiye olan short'lar 500 milyon doları geçti.
Küçük hesaplar yükselişe karşı short açmıştı, yükseliş o short'ları kapattırdı.
Bu yükselişin büyük kısmı kapanan short'lardan geldi.
Bugün grafik değişti.
Üstte 85 bin dolar.
Her %1 yükseliş 122 milyon dolarlık satış getiriyor, 1450 Bitcoin civarı.
Önceki grafikte bu satıcı 100 milyonla ikinci sıradaydı, fiyat gelince birinci oldu.
Fiyat buradan geri döndü.
Altta 84 bin dolar.
Her %1 düşüş yaklaşık 120 milyon dolarlık alım getiriyor, 1420 Bitcoin civarı.
Sabah burada satıcı vardı.
Fiyat geçince seviye alım tarafına döndü, alım neredeyse iki katına çıktı.
İki duvar neredeyse aynı büyüklükte.
Üstte satıcı var, altta alıcı var.
Fiyat bu yüzden 84 ile 85 arasında kaldı.
Aradaki mesafe bin dolar.
84'ün arkasında 83'te 67 milyonluk, 82'de 78 milyonluk alım duruyor.
82 bin önceki grafikte 135 milyonluk satış duvarıydı, o da alım tarafına döndü.
Asıl taban 80 binde.
80'in üstünde her düşüş alımla karşılanıyor.
80'in altında o alım yok, düşüşü yavaşlatan kalmaz.
Net dealer pozisyonu artı 710 milyon dolar, önceki 634 milyondu.
Dealer'lar her hareketi yumuşatıyor.
85'in üstüne bakın.
86'da satış 51 milyona iniyor, 85'teki satışın yarısından az.
88'de 73 milyonluk, 90'da 61 milyonluk satıcı var.
87 ve 89 neredeyse boş.
90'ın üstünde büyük satıcı yok.
Yani eşik hâlâ 85.
25 Eylül cuma vade günü.
16 milyar dolardan fazla sözleşme o gün sona eriyor.
Bu vadenin en büyük sözleşmeleri 85 ve 90 bin seviyelerinde.
Cuma duvar da taban da incelir.
Şimdi ne olabilir?
85 geçilirse ilk satıcı yarıya iner.
Küçük hesaplar hâlâ short'ta, kapanan short'lar hareketi hızlandırır.
Yukarıda iki seviye var, 88 ve 90.
Fiyat düşerse ilk alım 84'te, arkasında 83 ve 82 var.
82 kırılırsa sıradaki seviye 80.
82'de olduğu gibi 85 de geçilirse, sıradaki duvar 88.
Bu analiz benim görüşüm, yatırım tavsiyesi değil.
Veriler anlık değişiyor. Güncellemelere devam edeceğim.
HIRING — Product Designer (UI Designer)
Synthetic Liquidity Depth Scanner
If you don’t understand the project flow, don’t apply.
Building a membership-based scanner for synthetic / tokenized-stock liquidity depth — books, bands, slippage, and launch-day liquidity.
Not pretty dashboards for their own sake.
Need a designer who already gets, at least roughly:
- how tokenized stocks / stock perps actually trade
- how a token launch looks on-chain (depth, spreads, thin books)
- how traders read a book, not just how it looks in Figma
Compensation
- $50 fixed — paid ASAP on delivery of the design
- + 10M tokens = 1% of total supply
Timeline
Launch is expected this week.
Need the design delivered fast.