Pablensio

Crypto and me, go together perfect harmony.
Stay with me, and together we will live out this dream

[Philakone @PhilakoneCrypto]

Total 3 could bottom between $550 to $600 billion.

[Michaël van de Poppe @CryptoMichNL]

The Clarity Act passed the Senate Banking Committee today and moves forward to the Senate.

It's the biggest, and historical, bill for the entire industry and can be a strong trigger for the upcoming bull market.

What's next?

- The committee vote was passed by 15-9.
- The bill moves forward to the Senate to be voted on. It will be merged with the earlier version, although a lot of amendments have been applied to it since January.

It won't be as easy to be getting it through the Senate, as it will require a lot of Democrats to vote for it. Today, 2 Democrats voted yes during the Committee vote.

- If there are 60 votes saying 'Yes' in the Senate, it will move further to the House, which is a formality.
- House reconciliation --> House has approved an earlier version, very likely this will be approved too.
- Presidential Signature
- Agency rulemaking --> which, just like the GENIUS Act, takes 1-2 years before it comes into practice, but ultimately leads to a lot of new innovation and liquidity within the markets.

The stablecoin markets have rocketed since the approval of the GENIUS Act.

Ultimately, it's not going to bring a vertical bullish market for #Bitcoin and #Altcoins, but it, as a matter of fact, is very bullish for the entire industry.

- #Altcoins are clearly classified a commodity or security, which is positive if most of them become a digital commodity rather than a security.

- DeFi becomes more safe and must-have protections are written in law, which opens the door for more developers and institutions to be exploring use case within the DeFi sector.

- Institutional unlock: pension funds, allocators and more are now able to allocate funds within this market.

Price is the one leading the narrative, and this event of today can cascade further onto the markets and provide a short window of upwards momentum.

I'll stay fully allocated towards #Altcoins for my personal portfolio, as this is the window where the returns are going to be made.

[Michaël van de Poppe @CryptoMichNL]

I think the markets are still undervaluing $NEAR by a long stretch.

It's the largest position in my #Altcoin portfolio, and I think it's ready for a big upward breakout.

I've started to emphasize the BTC valuations of #Altcoins at this stage, as that will tell me whether I'll be outperforming Bitcoin (otherwise I'd be better off holding Bitcoin).

Given that NEAR Intents is taking off and the number of swaps is constantly increasing --> a higher amount of revenue is generated.

It opens the door to more upside for the protocol itself, as the current valuation relative to revenue (P/E ratio) is still substantially lower than Solana's or Hype's.

Technically, it's facing strong resistance on the BTC pair, which should be able to break upwards if it does.

If that does happen, and as the markets build stamina through higher highs and higher lows, we can expect a 40-50% run against Bitcoin on this pair.

[Michaël van de Poppe @CryptoMichNL]

The Clarity Act PASSES the Senate Banking Committee with 15-9 Vote.

That's a huge step forward for the entire industry, as this means that there will be a vote in the Senate.

The last hurdle for #Crypto adoption.

An historical day, and a lot of green lights ahead for the entire industry.

[Michaël van de Poppe @CryptoMichNL]

I've mentioned before that the breakout of $1.41 is important for $NEAR.

It broke upwards, and therefore, it's in a new range of support and resistance zones.

As long as the price stays above that $1.41 area, the next resistance zone is at $2 for $NEAR.

[The Factor Report @PeterLBrandt]

This is a major bottom. Price will trend substantially higher from current levels
$SUIUSDT

[Ash Crypto @AshCrypto]

Bitcoin to $500k
ETH to $50k
SOL to $5k
100x Altseason

[Michaël van de Poppe @CryptoMichNL]

More #Altcoins start to break to the upside.

They are lagging behind #Bitcoin by 1-3 weeks, and when they start to move, the upside is a multiple of what Bitcoin has been doing.

If Bitcoin went up 40% from the lows, #Altcoins can do 100-300% depending on the momentum, and the amount of liquidity in the books.

We're in that stage.

[Nebraskangooner @Nebraskangooner]

The altcoin market is due for some 20-30% daily candles. 👀

[Michaël van de Poppe @CryptoMichNL]

A lot of protocols are ready to do a 'mean reversion' trade.

This means that they'll follow $BTC in its footsteps and have a relatively strong run. Stronger than Bitcoin percentage-wise, as the higher Bitcoin goes, the more confidence there is.

One of them is $SUI.

It's building up for a strong breakout after multiple months of accumulation and that could even mean that, in a prolonged period, it can run to $1.75.

[Michaël van de Poppe @CryptoMichNL]

$NEAR is extremely undervalued.

The entire supply is circulating, and all their mechanics are build in favor of the community actively using the token.

Nobody is interested into AI <> #Crypto protocols.

And that's where the real alpha is.

The current valuation of $NEAR is $1.7B.

Arguably, that could be a lot, however I'd want to make sure to understand the thesis behind this one.

The revenue for 2026, in the first four months: 12 million $NEAR tokens.

That's: $15.6 million in 4 months (equals $40-60 million over the entire year 2026).

Before 2026, a total revenue of $10 million.

If that's solely for 2025, then it's projected to provide a CAGR of 300-500%, even during the hardest bear market conditions possible.

Let's model this further.

2025: $10 million
2026: $50 million (400%)
2027: $150 million (200%)
2028: $300 million (100%)
2029: $450 million (50%)
2030: $585 million (30%)

The projection would be that it achieves $500-600 million revenue in 2030.

To be putting this in context, the current Price-to-Sales Ratio of $NEAR is 34x.
Solana's: 40x
Ethereum: 200x

Average valuations for Web 2 companies would be between 15-30x P/S. For instance, OpenAI and Anthropic are currently trading at significantly higher numbers than that with significantly less revenue.

If this expansion continues for $NEAR, it makes sense that it will be trading at a higher valuation in the coming years, and is actually dirt cheap at this point.

The markets are undervaluing many crypto projects, and even if the current P/S ratio sustains for the coming years, $NEAR could provide an investment thesis and return of 10-15X in the coming four years.

[Ash Crypto @AshCrypto]

This is MASSIVE.

The same signal that triggered the 2017 bull run is here.

ISM PMI came in at 52.7 today, crossing back above 51 for the 4th consecutive month.

The last two times this happened were January 2017 and September 2020. Both preceded multi month altcoin rallies of historic scale.

ISM is a US manufacturing data point that measures economic expansion. When ISM crosses 51, it signals that the broader economy is expanding, liquidity conditions are improving, and risk appetite is returning.

Historically that environment pushes money into higher beta assets and altcoins are the highest beta asset class on the planet.

Now the level to watch is 55. Every time ISM has sustained above 55, altcoins have gone parabolic.

We are not there yet.

But the last two times the chart looked exactly like this, altseason followed within months.

[Cheds Trading @BigCheds]

$BTC still holding key level

[Ash Crypto @AshCrypto]

MASSIVE:

🇺🇸 Meta with 3.58 BILLION daily users, has launched crypto stablecoin payouts for creators.

[Ash Crypto @AshCrypto]

The real bull run will start once ETH finally breaks above $4,900 properly.

ETH is stuck in this range since 2021.

[Philakone @PhilakoneCrypto]

The channel within the channel is still intact after 30 days now.
Get ready for an explosive move in less than 1 week.

[Michaël van de Poppe @CryptoMichNL]

$NEAR is about to break upwards to $3-4 and it fully deserves it.

This is a prime example of an asset that's severely underpriced in the current market conditions.

I don't see why it shouldn't go to $4-5 in the next months.

The key metrics:
- There's approx. 32 million tokens per year issued at a 2.5% inflation rate. A reduction of 50% since the recent updates in 2025.
- All VC tokens are unlocked, 99% of the tokens are circulating.
- 45.5% of the tokens are staked.

Let's look at the revenue side:
- They are generating approx. $50-60M in revenues on a yearly basis, based on the recent 90-day fee run rate.
- The base-layer gas fees follows a 70/30 split, which means that 70% of the tokens are permanently burned by the protocol. NEAR Intents fees are 100% issued through the protocol to buy $NEAR directly.
- This Intents fee buyback mechanism has been activated in February of this year.

At the current prices and the 2026 fee rate, the deflationary threshold is at approx. $177 million in daily Intens Volume.

The current 90-day average (in bad market conditions) is $77M per day.

$NEAR roughly needs to double the volume on NEAR Intents to become deflationary.

Let's look at the valuation multiples.

$NEAR Intents Adjusted P/S = 28x
$ETH = 194x
$SOL - 40X

The current market capitalization is around $1.7B with $50-60M in annualized fees.

If the Intents volume doubles and the valuation metrics remain the same:
- 28x P/S with $140M daily volume = $2.30 per $NEAR
- 40x P/S with $140M daily volume (SOL comparison) = $3.30 per $NEAR

Bullish case, when Intents hits the treshold of $177M+ per day:
- ~$150-180M annual fees x 40 P/S = $4.65-5.60 per $NEAR.

This is very interesting, however, it's missing one critical component.

The CAGR argument.

Intents volume essentially went from $0 to $17.6 billion in roughtly 12 months. During the last 30 days, it established a volume of $2.1B.

If you annualize that: $25 billion on a yearly basis.

On a very moderate CAGR of 50-100%, you'll get the following metrics:
- End of 2026: $100-150M daily volume = approaching deflationary threshold
- 2027: $200-300M daily volume = net deflationary.

You can easily multiple this if the markets start to turn upwards again into a bull cycle, which would make this asset extremely undervalued forward-looking.

I don't think that a valuation of $7-10 in 12 months is strange to expect with the current momentum, CAGR and metrics in the system.

That's why it's the largest position of my portfolio.

[Philakone @PhilakoneCrypto]

Look at ethereum tagging the lower high.
Prediction. Ethereum will eventually broke it. Ethereum will not make a lower low.

[Ash Crypto @AshCrypto]

BULLISH

A GOLDEN AGE FOR CRYPTO is coming sooner than you think.

The U.S. SEC has acknowledged "FLAWS" in its past enforcement actions to crypto companies, calling several cases a “ misinterpretation of federal securities laws”

The SEC dismissed 7 crypto-related cases, including those involving Binance and Coinbase

It admitted these actions were based on “INCORRECT INTERPRETATIONS”

In fiscal year 2025, the Commission made a necessary course correction in its approach to CRYPTO enforcement.

After years of uncertainty, this move can give the market a clearer direction.

The Trump administration is now making it happen, “ U.S. the world’s crypto capital”

[Philakone @PhilakoneCrypto]

I've said many times that April to May, Altcoins have rallied for 2 bear markets in a row. All of my predictions are coming true so far. A break will come next. Ethereum is also highly likely to rally.