just when $ETH was about make its move to $3000 these are the today’s headlines: - Poland warns russia could target NATO countries with drones and missiles - macron warns russian threats against europe are intensifying - houthis claim missile and drone attacks on saudi arabia’s capital - trump says he’s considering renewed large-scale strikes on iran - israel launches fresh airstrikes in southern lebanon (The Guardian) - trump signs new russia sanctions allowing up to 100% tariffs on major buyers of russian oil ahhhhhh back to watching geopolitics alongside the charts..

just when $ETH was about make its move to $3000 these are the today’s headlines: - Poland warns russia could target NATO countries with drones and missiles - macron warns russian threats against europe are intensifying - houthis claim missile and drone attacks on saudi arabia’s capital - trump says he’s considering renewed large-scale strikes on iran - israel launches fresh airstrikes in southern lebanon (The Guardian) - trump signs new russia sanctions allowing up to 100% tariffs on major buyers of russian oil ahhhhhh back to watching geopolitics alongside the charts..

this is pretty much how i’m filtering alts to add to my portfolio rn.. > teams that kept building through the bear > products people actually use > steadily growing activity and fees > fees that benefit holders through buybacks, burns or revenue sharing > and price that hasn’t caught up with that progress > no huge upcoming unlocks being overlooked basically, i’m looking for altcoins that have kept getting better while the market hasn’t priced in its full value yet..

this is pretty much how i’m filtering alts to add to my portfolio rn.. > teams that kept building through the bear > products people actually use > steadily growing activity and fees > fees that benefit holders through buybacks, burns or revenue sharing > and price that hasn’t caught up with that progress > no huge upcoming unlocks being overlooked basically, i’m looking for altcoins that have kept getting better while the market hasn’t priced in its full value yet..

Altcoins that are behind the products people use more as this market heats up are the obvious bets right now to me.. as people start swapping more, moving between chains, borrowing against their bags and finding somewhere to put their profits like.. - $UNI for swaps as people rotate between coins - $NEAR Intents for swapping across chains - $ZAMA for keeping balances and transfer amounts private - $HYPE and $LIT for spot and perps - $AAVE for borrowing against coins and earning on stables Keep an eye on such coins.. tbh AAVE is one i’d watch closely here. someone’s ETH goes up, they can borrow more without selling, while someone taking profits can supply stables and earn interest so yeah, i think a busier market could bring these products more business, and these coins are worth having in your watchlist also yeah, see whether that extra usage reaches the token through fees, burns or buybacks..

I like $UNI because i think people will keep trading more as this market heats up.. Uniswap generated $15.6M in protocol revenue over the last 30 days, with $8.9M coming from Robinhood Chain alone.. so the loop is pretty simple. when trading makes providing liquidity worthwhile, more liquidity can come in, giving traders better prices and attracting more trades and where protocol fees are enabled, those fees feed UNI burns.. so yeah, people can keep chasing their favourite coins without caring about UNI at all. and my bet is Uniswap keeps winning those trades, and more of that activity turns into burns

I like $UNI because i think people will keep trading more as this market heats up.. Uniswap generated $15.6M in protocol revenue over the last 30 days, with $8.9M coming from Robinhood Chain alone.. so the loop is pretty simple. when trading makes providing liquidity worthwhile, more liquidity can come in, giving traders better prices and attracting more trades and where protocol fees are enabled, those fees feed UNI burns.. so yeah, people can keep chasing their favourite coins without caring about UNI at all. and my bet is Uniswap keeps winning those trades, and more of that activity turns into burns

Memes paired with coins, tokenized stocks, commodities and even leveraged tokens.. this meta keeps expanding and i really like where it’s going.. holder rewards gives another reason to hold and farm yield innovation that made memes great again.. something NFTs are missing

You can now borrow stables against your $HYPE without selling it.. another reason to keep money on Hyperliquid manual borrows are live: - supply HYPE or BTC as collateral, borrow USDC or USDT - $10k of HYPE gives up to $6.5k borrowing capacity, subject to caps and available liquidity - supply USDC or USDT instead and earn interest from borrowers say you want cash but still want to hold your $HYPE .. now you have that option directly on HyperCore what interests me is how this could keep more money on the platform.. traders can hold coins, borrow against them and put idle stables to work in the same place i’m bullish on giving people more reasons to stay, even when they’re not trading perps.. Hyperliquid

$NEAR is finally sending.. price is catching up with everything they’ve been building. i think $LINK could be next to pull that kind of move.. look at where Chainlink is already being used: - Lighter and BitMEX adopted its price feeds for stock trading - Polymarket uses its data for short-term crypto markets - Ondo adopted it for tokenized stock and ETF pricing and the part that keeps me bullish on the coin.. enterprise and onchain revenue gets converted into $LINK for the reserve. customers can pay to use Chainlink without ever deciding to buy LINK themselves. so when i’m bullish on more stocks coming onchain, more perps trading and more prediction markets, $LINK is one of the coins that will benefit the most i don’t think the market fully appreciates that yet.. growing usage turning into meaningful LINK buying.. wait until they realise

Since, I already hold a fat bag of $NEAR, $LINK, $LIT and $PUMP so i’m looking for paired coins that pay me more of those coins.. like: - $CANDLE earns me $LIT - $NEARKAT earns me $NEAR $ZCAT is leading this meta atm with over 100M mcap rn.. paying $ZEC that’s what interests me about this meta.. collecting coins i already wanted through a meme i’m willing to hold.. for $LINK there is $Linkkat ( which i have created )

$CANDLE below $200K mcap with $227.6k in rewards paid in $LIT is funny. - 1300% annualized APR based on the last 3 days - means roughly $3.54 a day per $100 held at that rate those numbers are insane lol.. buyers here could eat good in $LIT .. looking like an obvious bet to me

If alts keep moving like this, i wouldn’t be surprised to see money rotate out of the trenches.. fewer meme winners to chase, while alts are starting to put together steadier moves at some point people will ask why they’re chasing hundreds of launches a day when the alts they ignored keep grinding higher if $BTC and $ETH hold steady while that continues, i think it gives the rotation room to build.. some memes will continue to do well.. but they have to compete for that money again

If privacy is really getting a bigger bid this cycle then $NEAR belongs at top in that conversation.. I say this with 100% conviction because how many normal crypto activities it’s bringing privacy to: - payments, so sending someone money doesn’t reveals about what else you hold and do onchain - swaps, so your buys and sells are not exposed - now perps powered by Hyperliquid, with positions harder to link to your main account i think the demand is pretty obvious.. people want to trade without their wallet becoming a public diary NEAR doesn’t have to turn all those people into holders to get them using its tech but if the experience is good enough, i can see privacy becoming a reason traders choose it and stay..

If privacy is really getting a bigger bid this cycle then $NEAR belongs at top in that conversation.. I say this with 100% conviction because how many normal crypto activities it’s bringing privacy to: - payments, so sending someone money doesn’t reveals about what else you hold and do onchain - swaps, so your buys and sells are not exposed - now perps powered by Hyperliquid, with positions harder to link to your main account i think the demand is pretty obvious.. people want to trade without their wallet becoming a public diary NEAR doesn’t have to turn all those people into holders to get them using its tech but if the experience is good enough, i can see privacy becoming a reason traders choose it and stay..

A trader can look brilliant when the market trends.. i want to see what happens when it starts chopping that’s what i’d watch with Edge Metrics’ Hennessy Trend Vault on @ProsperTicker it’s a systematic strategy that can go long or short Bitcoin and large-cap US equities, trying to follow sustained moves in either direction so it doesn’t need every market to go up, but getting repeatedly caught on the wrong side of reversals is what i’d be watching for my checks would be pretty simple: - is the value per vault share recovering after losses, or making lower lows? - how much does it lose during sideways markets? - does it handle a reversal without giving back the previous move? the live chart only has a few days of history, so there’s no basis to call it a proven strategy yet then there’s pTACO, the separate token market around this strategy i’d compare the attention and trading around pTACO with what the vault actually delivers.. is confidence building alongside results, or is the token running ahead of the evidence? and don’t mix the two up: vault shares give you strategy exposure, while pTACO gives you no claim on the vault’s assets or profits and doesn’t track its NAV that’s the setup i’d keep on a watchlist for now

This is huge.. could bring attention back to stock paired coins again.. SEC just issued a five-year conditional exemption allowing eligible venues to trade tokenized US stocks through onchain liquidity pools Robinhood is backing it, highlighting instant settlement, 24/7 trading and fractional ownership that’s a meaningful development for the stocks-onchain narrative.. and i think the next trade to watch is where that attention goes my rotation thesis would be: - renewed interest in tokenized stocks - traders revisit the apps and ecosystems built around them - some speculative money rotates into stock paired memes and launchpad tokens