Bitcoin has always been operating in 4 year cycles where it crashes at the end
2014, 2018, 2022, 2026
It's actually great because every 4th year people really get super sad and give up on it (or well that's how it feels like)
There's also surely some sentiment pumping to push the price down so people can buy in cheap again
The next cycle up is 2027-2031
(And it has something to with the halvening which happens every 4 years cutting the reward for miners in half)
The boring DeFi tokens are becoming the most interesting ones.
$UNI turned on its fee switch. $AAVE has $75B in deposits. $MORPHO raised $175M.
$AAVE: Standard Chartered RWA growth thesis, $75B deposit base, Grayscale $80-100 fair value (bull case $175), CLARITY Act catalyst, KelpDAO exploit response leadership
$UNI: UNIfication fee switch live June 15, Proposal #96 BNB/Polygon/Celo expansion, $26-27M annualized revenue, 4-5M UNI annual burn, 100M UNI retroactive treasury burn
$LDO: Automated LDO buyback live July 2026, institutional staking roundtable with Fireblocks, stVaults Phase 3 live, GOOSE-3 targeting 1M ETH by EOY, Wisp privacy product waitlist open
$MKR/ $SKY: Endgame Plan MetaDAO formation, MATH synthetic ETH token proposed, Solana and Wormhole liquidity incentives announced, 70M USDS allocated to Sky Agent Network
$CRV: Llamalend v2 live on Optimism June 10, 250K OP token grant, Ethereum mainnet deployment H2 2026, LlamaRisk auditor integration, full rewards live June 16
$MORPHO: $175M funding round (largest DeFi raise ever) led by Paradigm, a16z, Ribbit Capital, $2B valuation, Anchorage institutional vault access, fixed rate roadmap, CLARITY Act tailwind
The pattern across every protocol: fee mechanisms going live, institutional partnerships locking in, regulatory clarity approaching.
This isn't speculation anymore. This is infrastructure positioning for the next leg of institutional capital
⚡️ LATEST: Grayscale listed the top 15 revenue-producing crypto protocols trading at low multiples ahead of the CLARITY Act, led by $HYPE, $PUMP, and $CAKE.
Is your favourite on the list?
Last night’s speech by Treasury Secretary Scott Bessent signals the decisive shift in US economic doctrine: from efficiency to sovereignty.
Invoking Alexander Hamilton, Bessent framed industrial capacity not as a legacy asset, but as the foundation of national power in a contested world. The comparison is not casual. If carried through, it would make Bessent the most consequential Treasury secretary since Hamilton himself.
The message is clear. Globalisation optimised for cost has left the US exposed, to supply disruptions, geopolitical coercion and technological leakage. Dependence is no longer a benign feature of trade; it is a strategic vulnerability.
This is not autarky, but reprioritisation. Semiconductors, energy systems, advanced manufacturing and compute infrastructure are being recast as sovereign capabilities. Supply chains are judged less by efficiency than by their ability to withstand shocks and resist pressure from adversaries.
The economics are less comfortable. Resilience implies higher costs, sustained fiscal support and the risk of stickier inflation. But Washington appears willing to pay.
For markets, the shift is structural. Capital will follow policy into strategic sectors, while exposure to adversarial supply chains will command a growing discount. Hamilton’s logic has returned. This time, markets may have less choice but to follow.
👀 The CFG whale we tracked is almost out of dry powder, and kept buying through today's drop.
📥 It deployed another $200K into $CFG, taking the bag to 2.622M (around $592K). USDC reserve down from $483K to just $83K.
📉 The lower wallet value is price, not selling. $CFG fell around 8% today while the balance grew.
We called this as unfinished accumulation with $483K loaded. Almost all of it is now spent.
https://t.co/kPMY1V7dTW
How can find 100x coins like $MYX $RAVE $RIVER $COAI ?
Pro tip for you
- The chart has been trending sideways about 60-90 days
- Test pump on chart
- Nobody call buy it
- When it pumps, there are many KOLs call Short it
Interact with me, and I will share a lot more useful knowledge with you
Nobody understands the real endgame that Michael Saylor is playing.
1. 🪙 Accumulate 1 Million BTC into $MSTR (already 84% completed)
2. 🇺🇸Get bought out/absorbed by the U.S. Government for $100B to acquire 5% of the Bitcoin supply with 0 slippage
3. 💰Triple the Bitcoin price and make the U.S. Government another $150B overnight
Michael Saylor isn't building a company, he’s serving the U.S. Strategic Bitcoin Reserve on a silver platter.