Notwithstanding the overall weakness across crypto, $LIT looks ready to go. Often referred to as "beta" but it can stand on its own metrics.
Seeing more former ETH maxis and large traders get behind it for the tech architecture and snappy performance + liquidity. Locally, it has shed a lot of OI build without really going down in price against broader market going straight down.
$HYPE still king, no need to be tribal. I own both. These protocols have both shown they can do well even when the crypto industry as a whole is not, as their growth angles are TradFi adjacent (stocks/RWA trading + deals to receive the interest on USDC margin in the platforms).
The best coins in a bad market are the ones receiving the capitulation flows from other much larger coins
BTC flowed into ZEC
SOL flowed into HYPE
ETH -> LIT?
@Tunaswiminsea for sure, Tuna
one thing id add is its not just btc but liquidity from worthless coins (eth, memes, L1s) + it has the tardfi etf bid
my positioning is I'm a believer already (and okay with drawdown if I'm wrong)
I'm doubling down here
Hormuz closure matters
This is the most consequential market event in financial history
We are entering an energy crisis without comparison