0x_gremlin

Breakout is inevitable

> Massive Iran/Israel escalation
> BTC reaction: –0.5%
> Tariff tensions are easing
> CPI data is good
> Rate cuts are coming
> End of QT is coming
> MicroStrategy is buying BTC
> MicroStrategy copycats are buying BTC
> Companies are buying BTC
> IBIT ETF the is fastest-growing ETF in history
> Retail will comeback at the highs

The war is actually bullish...

2024:
Iran → Israel on April 13
Israel → Iran on April 19
$BTC: –18% (first 2 weeks), +28% (next 1.5 months)

2024 (2):
Iran → Israel on October 1
Israel → Iran on October 26
$BTC: –10% (1st week), +62% (next 2 months)

2025:
Israel → Iran
Iran → Israel
$BTC: –2.5% (1st day), +?%

$BTC: -3%

Alts:

$100 and a dream

Always leave a moonbag, lol

But seriously, why the hell did $AURA do an 88x overnight?

The setup for some form of altseason in H2 is looking obvious

Tariff tensions cool down
QT likely ends in H2
First rate cuts projected for September
Possible $XRP & $SOL ETFs in July/August
$PUMP TGE = shift from memes to utility

Summer dips might end up being the best time to buy

I don't expect a repeat of the 2021 market-wide pump

But some kind of selective utility season is more than likely

the big and ugly recession is coming

just not today, and not tomorrow

first, they'll print money like they always do

they'll cut rates and end QT like they always do

summer will be a nothingburger

we’ll chop around until mid or late july

but H2 is your last real chance to make it this cycle

if $pump drains liquidity from memes

we could get a run in utility coins, selective altszn

if not, memes might have one final, stupid high

either way, rate cuts and QT ending will light up alts

when pnl screenshots start flooding your feed

that’s your cue, be first to take profits

90% of what you’re holding won’t ever bounce back

protect your wealth at all costs

🚨 Do not sell your Solana (yet)

ETFs could be approved in the NEAR future

Deadlines for Solana ETFs:

1. Bitwise Solana ETF — Final decision: July 6, 2025
2. 21Shares Solana ETF — Final decision: July 6, 2025
3. VanEck Solana Trust — Next deadlines: June, July, and Q4 2025 (exact dates TBD)

About 90% of final ETF decisions are coming this summer

And there’s a high chance they get approved

$ETH ETF triggered a +30% move

And that was with a much larger market cap

$SOL ETF approval would be a serious catalyst

Final decisions on XRP ETFs are also coming this summer:

1. Franklin Templeton XRP ETF — June 17, 2025
2. Bitwise XRP ETF — August 23, 2025
3. CoinShares XRP ETF — August 24, 2025

$ETH in 2021: $2,500
$ETH in 2022: $2,500
$ETH in 2023: $2,500
$ETH in 2024: $2,500
$ETH in 2025: $2,500
$ETH Before Elections: $2,500
$ETH After Elections: $2,500
$ETH Before $100k BTC: $2,500
$ETH After $100k BTC: $2,500
$ETH Before $TRUMP: $2,500
$ETH After $TRUMP: $2,500
$ETH Before Tariffs: $2,500
$ETH After Tariffs: $2,500

$ETH season lasted for 3 days

Maybe it’s time to move on?

Performance since 2022 lows:
$ETH +130%
$BTC +556%
$META +670%
$NVDA +1,147%
$SOL +1,873%

$ETH in 2021: $2,500
$ETH in 2022: $2,500
$ETH in 2023: $2,500
$ETH in 2024: $2,500
$ETH in 2025: $2,500
$ETH Before Bybit Hack: $2,500
$ETH After Bybit Hack: $2,500
$ETH Before $TRUMP: $2,500
$ETH After $TRUMP: $2,500
$ETH Before Elections: $2,500
$ETH After Elections: $2,500
$ETH Before Tariffs: $2,500
$ETH After Tariffs: $2,500

> James Wynn started trading with $3M
> Opened the biggest on-chain position ever
> At one point had $70M in profit
> Roundtripped $60M

This is your daily reminder:

> Trading with high leverage is gambling
> No one knows where the market will go tomorrow
> No one knows what Trump will tweet next

Prayers up for the man, hope he can make it all back

You can only hold one AI coin for 3 months

Which one is your pick?

#VIRTUALS
$KAITO
$GRASS
$ANON
$COOKIE
#GRIFFAIN
#AI16Z
$ARC
$DIS
#AIXBT

> DeFi is a $120B sector
> There are 1000 DeFi apps
> DeFAI is a $1B sector
> There are only 10 coins

DeFAI = DeFi simplified and beyond

🧵: These three coins are an asymmetric bet

Retail is not here

$BTC at $110,000

Regulation is coming for RWA

That’s the next step, and it’s wildly bullish

BlackRock's investing
Wall Street's investing

🧵: SEC tokenization recap & 4 coins I'm most bullish on

Internet Capital Markets: The New Meta

Last time we saw this level of attention

$GOAT went to $1B, #FARTCOIN to $2B

🧵: What it is, how to capitalize, and the top 8 coins

>US-China negotiations have started
>ETH up 80% from the lows
>ETF inflows are nearing ATHs
>India-Pakistan ceasefire
>Institutions are buying
>Jim Cramer calls for a recession

We’re officially back

Bittensor, $TAO is the blueprint for decentralized AI

Recent dTAO upgrade gave the community control over emissions; now only subnets that ship real value can grow and earn

That’s how you raise the ceiling on innovation

Masa’s Subnet 42 proves it works

Subnet 42 is a centralized AI competitor to Scale AI, which expects to reach $2B in revenue in 2025

Masa provides real-time, structured data to AI developers, helping train smarter models with fresh input from X, public sources, and more

Just rolled out a Trusted Execution Environment (TEE)

What changed with TEE?

TEE upgrade solves one of the biggest problem of decentralized AI: quality of input from decentralized contributors

Miners need SGX-ready rigs to earn

Validators double-check every data point

Devs plug straight in via API

Delegators stake with zero fees

With the TEE upgrade, Masa inches closer to reach data quality parity with the likes of Scale AI

Bottom line: demand for clean AI data is exploding, MASA is already serving it, and the market cap is following the revenue curve up and to the right

🧵Is $SUI the next $SOL?

In 2021, $SOL went insane: $10M → $75B in a year

In this thread, I’ll cover:
• $SUI development
• $SUI vs. $SOL comparison
• Could $SUI really become #1?