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Midweek Market Conclusions: Short-Term Momentum Stall We observed a weak but clear risk-on impulse starting on Sunday and led by ETH and OTHERS. However, momentum faded midweek. The weakness is likely due to news fatigue (Iran de-escalation) and a lack of fresh catalysts. We saw brief BTC native strength on Tuesday, which was likely driven by ETF inflows. However, the resistance around $108,200 held, and we were not able to break through. Meanwhile, NASDAQ continues its slow grind higher. It's up 4% since Sunday, underperforming crypto- Without broad follow-through, markets remain headline- and flow-dependent. Since Sunday’s bottom: - ETH is up ~13% - BTC ~10% - OTHERS roughly match BTC, underperforming ETH (a more detailed report in my TG - link in bio)
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I think altseason is coming: I've noticed a lot of bearish takes on the TL again recently. Is it just me, or do you also feel like the sentiment is shifting towards bearish again? I'm not one to always be the contrarian, but every indicator I look at screams bullish and altseason. I have no idea how long it will take, but in my opinion, we are clearly in the process of bottoming out, and we may already have lifted off the bottom into the first leg. Feel free to disagree, but I don't see the bearishness.
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#Launchcoin will do well, but $KLED will do better.
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I think $PCULE is working on: - Native UX for Sports betting - Leveraged Polymarket Betting - New UX/Website What I can't wrap my head around is whether they will leave the Polymarket ecosystem.
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Remember how #AI16z failed to implement their flywheel and launchpad? They faded into irrelevancy while #Virtuals is doing well to this day. That’s exactly what might happen to #Launchcoin if they aren’t careful.
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