iam LEO

🚨 Nansen: More than 1,000 blockchains, but only ~20 chains generate real revenue
And this fact makes many people… startled!
-7D–30D–1Y data on Nansen, and there is a very interesting thing that very few people pay attention to 👇
➡️ Hundreds of chains making a lot of PR

➡️ But only about 20 chains actually generate revenue from fees
And the more surprising thing:

❗ The chains that are most criticized are actually the ones with real revenue
TON
Starknet (STRK)
Optimism (OP)
Near
Linea
Arbitrum

❗ Meanwhile, many chains are praised by KOLs, the X trend is constantly mentioned, “narrative hitting the roof”… do not generate corresponding revenue.
Running ads, creating hype, farming is crowded — but real revenue is almost zero.
🔍 What does this mean?

1️⃣ Revenue = real users

- Chains with revenue mean:
- real transactions
- real demand
- real applications
Not just “farm and leave”.

2️⃣ PR cannot sustain a blockchain
Many prominent chains rely on marketing, but have no products to retain users → sooner or later they will fade out.

📊 Nansen's data this week further confirms this
- Active users + transactions are steadily increasing
- Revenue is much stronger than many chains that have been FOMOed recently like SEI, SUI, UNI, Hyper, Monad…
===>> In crypto, don’t pay attention to the noise.
-Look at the revenue, because revenue doesn’t lie.
-Which chain has revenue → that chain will last long.
-Which chain is just hype → then the hype will fade.

🚨🚨🚨Opportunities always belong to those who look at the data first… not waiting for others to talk before getting in.
$TON

$STRK

$OP

⚠️ PLEASE BE CAREFUL WITH THE FINAL RISE – “SELL THE NEWS” MAY REPEAT ON THE DAY THE FED RELEASES INTEREST RATE NEWS ⚠️
The crypto market had a significant bounce last night, but this is not an absolute safe signal.
Reason: History has shown that the market often pumps before Fed news – and dumps right after the official announcement is made.
📉 Related to previous FOMC meetings:
• July 2024: BTC pumped 5 days before the news, but fell sharply right after the Fed spoke → Sell the news.
• September 2024: BTC surged before the news due to dovish expectations, but as soon as Powell said “will maintain a cautious policy”, the price continuously dumped.
• November 2024: Exactly the same scenario — the market pumped on expectations and then dumped hard right when the Fed announced.
➡️ Common point:
“News out = expectations gone = dump”.
The Fed doesn’t need to raise or lower rates—just a slightly hawkish tone is enough to turn the market around.
🔥 Currently:
• Last night surged strongly → money flow is trading based on dovish Fed expectations on 11/12.
• The probability of the Fed cutting rates is high but there’s no guarantee Powell will say what the market wants to hear.
• Risk of sell the news because the market has “priced in” too much.
👉 So:
Don’t FOMO.
Carefully observe the market's reaction as soon as Powell begins to speak – this is the decisive point.
$BTC
$SUI
$ASTER

History shows that Monday is often the time when BTC creates significant highs or lows. The price pattern in recent months has consistently repeated:
Weak weekend → Monday is likely to create a new low.
Excited weekend → Monday is likely to see a peak.
Reasons:
• Market liquidity is low on weekends, making it easy to 'pull away' from the short-term trend.
• When the US session opens on Monday, large funds begin to act again, creating strong volatility and forming a pivot (high/low).
• This has repeated for many weeks—as the chart shows.
➡️ Therefore: Watch the price action over the weekend and prepare for a 'bounce' or 'drop' on Monday. That is often when the market chooses a new direction.
$BTC

$BTC giảm về fibo 61.8 (87,678 k) có phản ứng
Giá giữ trên 89 k , khả năng đảo chiều tăng lên 100k rất rõ ràng
$BTC

Target : 12.5
$AVAX

SHORT $AVAX
entry : 13.53
target :12.5
$AVAX

LONG $HYPE
- price is currently sideways in the range from 29 - 36
- currently, the price is at the bottom level of 29 dollars.
- in the last 2 times, the price has bounced 24% from the price level of 29.
===> setup LONG $HYPE Target :36
$HYPE

🚀🚀🚀 $ASTER : 4 Million USD Just Accumulated in 2 Hours
In the past 2 hours, a large address has purchased an additional 4M USD $ASTER , increasing the total holdings to 14M USD – a strong cash flow signal despite a slight price adjustment.
🔥 Highlights
7.2M USD was purchased in 24h from over 47,000 wallets
Treasury and insiders continue to accumulate
46,000 Hyperliquid whales have shifted to $ASTER
New cash flow from quantitative funds & old HL traders
Price -2.8% but the largest token burn in DEX history has been completed
📊 Balance & Sentiment
Total: 14.32M USD (51% USDT – 49% ASTER)
Bullish sentiment: 80–85%
Confidence level: 88%
⚡ Upcoming catalysts
Volume/TVL 25.6×
CZ protects the exchange
Airdrop 15/12
Expectations for the Fed to cut interest rates
$ASTER

update $TRX 7/12
target : 0.283

update $XRP 7/12
target 1: 2.098
$XRP

🔥 HOT NEWS: THE U.S. GOVERNMENT IS HOLDING $17.8 BILLION IN DIGITAL CURRENCY – A BIG SIGNAL FOR THE MARKET?
The latest on-chain data shows that the U.S. government is currently holding $17.81 billion in crypto, including assets seized from several major cases such as the Bitfinex hack, Uanium Finance exploit, and other confiscations.
Noteworthy points:
– This figure is equivalent to the assets of a large crypto fund.
– The U.S. government does not sell in bulk; rather, it often holds for a long time before auctioning.
– The “not selling immediately” contributes to reducing supply pressure on the market.
💡 With overall market liquidity improving and expectations for the Fed to cut interest rates in December rising sharply, the U.S. holding a large amount of crypto further reinforces the belief that digital assets are increasingly becoming a part of the traditional financial system.
This contributes to a positive sentiment for investors, especially in the context of global M2 money supply reversing and Bitcoin closely following liquidity trends.
The market is in a sensitive phase — and on-chain data is supporting a new acceleration cycle. 🚀
#CryptoNews #USGovernm ent #Bitcoin #Onchain #MarketUpdate #BullMarket #FOMO #BTC #ETH
$XRP
$SUI
$TRX

SHORT $TRX 6/12
- the uptrend is very clear on TRX
- but now TRON needs to adjust to continue the uptrend
- Setup SHORT $TRX
Target : 0.283

LONG $XRP 6/12
- the price has broken out and is moving sideways very nicely for LONG
- Setup long target : 2.098
2.211
$XRP

🔥 Coinbase signals a return of capital – December could be the explosion point for the Crypto market?
Coinbase Institutional has just shared an important signal: global liquidity is recovering strongly as M2 Money Supply continues to hit new peaks, laying the groundwork for a strong upward movement of crypto in December.
According to data from Coinbase:
• Liquidity is improving significantly – The global M2 index has been steadily increasing since September 2024. When capital is unlocked, risk assets like Bitcoin are often the first to attract funds.
• The probability of the Fed cutting interest rates is 92% (as of 4/12) – A low-interest-rate environment is always a major catalyst for crypto, as cheap capital leads to a flow towards higher-yielding assets.
• The “AI bubble” has yet to burst – This means that capital in technology is still abundant and widespread. When high-growth sectors attract money, crypto often lags behind but increases stronger due to its sensitivity to liquidity.
• The USD is entering a weakening trend – Shorting USD is becoming more attractive, making it easier for global capital to return to risk markets, including Bitcoin and altcoins.
👉 Considering all factors: increasing liquidity + expectations of Fed rate cuts + weakening USD + strong technology capital flow, Coinbase evaluates that the market is entering a phase of “ready to recover.”
If this scenario holds true, December could become the next explosive month for crypto.
#Crypto #Bitcoin #Coinbase #Liquidity #M2 #Fed #MarketOutlook #BullRun #BNBSquare
$LUNC
$SUI
$XRP

Update $ASTER 6/12
- Achieved target: 0.99
- Next target: 0.88
$ASTER

🚨 M2 US REACHES HISTORICAL PEAK – SIGNAL OF A MAJOR EXPLOSION IN THE CRYPTO MARKET?
-The M2 money supply of the United States has just reached an all-time high: 22.3 trillion USD.
-This is not normal macro news – but a signal for a period of extreme liquidity pumping.
===>> Why is this important for Crypto?
– M2 increase = more money in the economy. When liquidity expands, capital tends to flow out of safe assets and into risky assets.
– Crypto has always been the market that reacts strongest to liquidity. Each major bull cycle (2017 – 2021) coincides with phases of monetary easing.
– M2 reaching ATH means large capital is returning to the system. When money becomes “abundant,” investors tend to seek higher returns → Crypto is the first choice.
===>> Important: M2 increase is not a short-term effect. It opens up a new cycle of risk-on, where BTC, ETH, and Altcoins can absorb extremely large capital flows.
liquidity continues to expand in the coming weeks, the Crypto market is entirely capable of entering the strongest explosion phase since the beginning of the year.
- Prepare mentally.
Capital has returned – and Crypto is on the verge of a major breakout.
$SUI
$ASTER
$TON

#crypto #bitcoin #altcoin #usdM2 #liquidity #fomo #marketupdate

$TON needs to break out of the range to overcome resistance at 1.65 and move towards 1.8 dollars

$ETH IS ABOUT TO PUMP STRONGLY?
- the price has broken out of the downtrend channel
- lost the downtrend structure, cannot create a lower low than the previous low
- 2 daily candles with high volume, breaking through resistance at 3000 USD
- the price has reset at support
===>>> the right time to set up LONG $ETH

🚨 PCE 10 PM tonight – The index that could determine the direction of Crypto in the short term!
PCE (Personal Consumption Expenditures) is the preferred inflation index of the FED, as it closely reflects the actual consumption levels of the American people.
And tonight at 10 PM, PCE will be announced – a highly significant event for the Crypto market.
🔥 Why is PCE so important?
-FED relies on PCE to decide interest rates → If PCE decreases, it is likely that the FED will loosen, supporting the risk asset market.
-Inflation cools down → Money tends to flow back into the Crypto market.
-Inflation rises again → FED may delay cutting interest rates → Crypto is prone to sell-offs.
-PCE is not just macro news, but an index that directly affects interest rate expectations, where Crypto is the market that reacts the fastest.
🎯 Possible market scenarios
PCE lower than forecast → Bullish
• USD weakens
• Risk assets attract money
• BTC & Altcoins are likely to have a strong rebound
PCE higher than forecast → Bearish
• Risk sentiment decreases
• Crypto may adjust in the short term
• Especially Altcoins are more affected than BTC

===>> PCE is not just a trivial news item, but a key measure that decides whether the FED will cut interest rates soon.
And when interest rates change → Crypto changes immediately.
10 PM tonight is a very sensitive milestone. The market may experience significant volatility within minutes after the PCE is announced.
$BTC

$ETH
$XRP

Update $SUI 5/12
lost milestone 1.63 $SUI will be adjusted to 1.57