$ZRO is one of the few alts refusing to care that the market is red..
it’s up around 50% in a week and still sitting near the highs and i think the market is repricing ATLAS.
LayerZero was mostly seen as tech for moving assets across chains. right?
ATLAS wants to become the backend exchanges use to run spot, perps, stocks, bonds and prediction markets without building the matching, clearing and settlement themselves.
and this time ZRO actually sits inside the loop.. venues stake ZRO for better fee rebates.
ZRO secures Zero and pays for gas.
then 75% of the trading fees left after venue rebates and market-creator payouts buys and burns ZRO.
that’s really a much cleaner token thesis than “governance for a bridge.”
ATLAS only launches later this year, so this is still the market pricing the idea before the revenue. but yeah, if it gets real volume..
$ZRO becomes another toll booth on everything people trade.
im kinda tunnel vision on the thesis that solana onchain apps go parabolic this cycle, first cycle for sol was proof of concept that a faster+cheaper L1 could work, second cycle chain scaled much better + memecoins went ballistic, this cycle we see more businesses find pmf
🚨 SOMETHING VERY STRANGE IS HAPPENING
- Saylor selling BTC again
- Miners dumped 23K BTC
- CLARITY Act delayed
- Record ETF outflows
And the price didn't even drop.
Do you understand what it means?
Normally, this would trigger a bloodbath.
But now Bitcoin is absorbing everything.
This unexpected strength is forcing me to reconsider my bearish bias.
But I still believe a final flash crash is the higher-probability outcome.
Because Saylor holds too much supply.
Whales can't comfortably pump while one entity owns that much systemic risk.
To fuel a real supercycle, they might need one final panic to shake him out.
Scenario 1 (Bullish): $64K → $74K → $95K
Scenario 2 (Bearish): $64K → $57K → $49K
I'm still leaning toward Scenario 2, but this absorption is a massive signal.
Reminder: I've called every major market turn for the last 10 years, including Bitcoin's crash from $111K, the $82K bull trap, and the SpaceX drop from $220 to $105.
The moment I make my first buy, I’ll post it right here.
Stay close.
OG Tokens starting to pick up ahead of $CASHCAT closing in on ATH. 👀
$TENDIES - WSB meme
$MARIAN - First meme on RH
$JUGGERNAUT - Vlad's Favorite Meme
$WEN - Top 5 crypto meme backed by creator
A lot of charts that have been bottoming for some time and look ready to take off again.
RH's OG tokens are on the verge of a next leg.
The wait is over.
We're excited to officially announce that NOXA has returned stronger, and ready for what's next.
https://t.co/a8N1QKEKaB goes live today.
Turn on your notifications, and join our official channel if you haven't already:
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Under the radar Longs on my list:
$ONDO
$LDO
ethereum:0xfe0c30065b384f05761f15d0cc899d4f9f9cc0eb
$VIRTUAL (not that under radar)
Short coins list:
Most solana coins $JTO $MET $PUMP $SYN (will still have insane 30% bounces tho so hard to play, i think it goes to 0.12 or something eventually)
Regular decent coins:
$LIT
$HYPE
$ZEC
$AERO