They call it a bull market.
But it feels more like a bifurcation.
Bitcoin is flying. ETH follows. Meme coins pump.
But the smartest traders are 85% in cash.
Founder’s Field Notes #12 – Strategic signals for crypto builders.
The bull is back. But not everyone’s playing.
This week, the market rallied. Loudly.
BTC broke its all-time high and cleared $122K like it was nothing.
But the breakout didn’t trigger full risk-on.
Instead, the most seasoned hands held back.
Cash-heavy, sniper-mode, waiting for real conviction.
At the same time, Ethereum reclaimed $3K with no retest.
A show of strength.
Yet Bitcoin dominance is slipping... and that’s a tell.
If it closes below 64.34%, expect capital rotation.
Not from BTC to ETH. From majors to the margins.
And that’s exactly where the velocity is.
Not in infrastructure. In speculation.
$FARTCOIN did +14%. $PUMP is chasing fib extensions like it’s 2021.
Retail is back. But it’s not investing - it’s playing.
Meanwhile, institutional flows are building elsewhere.
Rare earths. DoD contracts. Strategic commodities.
MP Materials tripled. METC is rallying on defense-grade deposits.
Different risk curve. Same energy: directional bets on volatility.
The irony?
Retail is chasing dopamine. Institutions are hedging war.
So builders face a choice:
Do you ride the noise?
Or do you read the narrative, and position before the next shift?
The bull is real. But it’s fractured.
Momentum is everywhere. Conviction is scarce.
Act accordingly.
A new chapter is about to begin.
After over six years of development within our ecosystem, our native token, $YNG, is set to launch for the first time on Ethereum through the decentralised exchange Uniswap, making it accessible to a global audience.
Here’s what we've created 🧵
@Agenzia_Ansa Ansa ha capito cosa sono i titoli che generano interazioni, negative o positive che siano...se tutti smettessimo di interagire con i loro post per dirgli che non sanno fare il loro lavoro, in poco tempo cambierebbero rotta 😅.
@cavicchioli Il problema è che solo le partite iva potrebbero farlo e purtroppo sono la minoranza, di questa minoranza non tutti lo farebbero alla fine si rischia di essere pochi...sarebbe utile a mio avviso trovare una soluzione per far partecipare i dipendenti
@Crypto_Fisco Che merde! Certo sembra bellissimo che dal 42 si passi al 33 ma la verità è che si passa dal 26 al 33!!! Per di più ora venendo meno la soglia dei 2000 sarà un casino! Per semplicità, chi è in defi nn dichiarerà una mazza
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