blogtienso

Not for sale.
This phase is for enduring, not for surrendering.
The bear market is almost at its end.
Gold & Silver have reached a temporary peak.
Bitcoin peaks in Q4/2024 → 2025 is just a normal bear market of the cycle.
From here, a new cycle begins.
I am still all-in on Altcoins.
Those who remain at this time will be the ones to fully ride the wave later. 🚀

Americans own more stocks than ever:
The stock allocation ratio in the total financial assets of American households has reached a record 47.1%.
This ratio has increased by 16.6 percentage points since the lowest point during the pandemic in 2020.
Since 2008, the stock allocation ratio of Americans has increased by 142%.
This number is also 8.4 percentage points higher than the peak of 38.7% during the dot-com bubble in 2000.
At the same time, the cash allocation ratio of households is only around 16%, near an all-time low.
American households have never been this optimistic.

$ETH has broken the important support zone.
On the lower time frame, it is in a downtrend.
On the higher time frame, it is in an uptrend.
The bottom was touched in April 2025.
Currently, it is looking for the support zone on the higher time frame to reverse back to the upside.
Things to pay attention to?
- The important support zone between 0.025-0.0265 BTC is a significant level. The good news: the recent correction has covered more than half the distance to there!
- A break back above 0.0325. Less likely, but that area would signal a strong breakout and a clear uptrend will continue.
Anyway, I think that $ETH will significantly outperform Bitcoin in the near future and I am very happy to accumulate more Ethereum.

The delinquency situation for student loans in the US is exploding:
The number of seriously delinquent student borrowers has reached a record level of 3.62 million people.
The number of federal loan recipients who are more than 271 days past due is now 8 times higher than the pre-2020 average.
This occurs as the grace period ends in June 2025, when late payments begin to appear on credit reports.
Meanwhile, the rate of student loans transitioning to a serious delinquency status over 90 days has reached 14.3%, the highest level ever recorded.
This figure far exceeds the peak of 10.5% in 2013 and the level of 7.5% in 2008.
The student debt crisis is becoming increasingly severe.

Plasma – Fully Centralized Blockchain for Payments
While most Web3 networks strive to be 'all-in-one' – from DeFi, NFT, gaming to AI – @Plasma chooses a different path: focusing solely on payments. This is a blockchain designed from the ground up for transferring stablecoins and real financial needs.
The goal of #Plasma is very clear: to help users send money without worrying about gas fees, without needing to hold multiple types of tokens just to pay fees, and without having to deeply understand the blockchain mechanism. If Web3 truly wants to become the global financial infrastructure, then payments are the ultimate destination. When users still have to check if their wallet has enough gas just to send stablecoins, crypto will remain a playground for a few knowledgeable individuals.
Plasma directly addresses that issue. Eliminating friction from gas is not just a technical improvement, but a change in how users approach the system. The experience on Plasma resembles a financial bridge rather than a complex blockchain – where traditional capital can flow into crypto without needing to understand the entire ecosystem behind it.
In that picture, $XPL is not merely a fee token. It serves as a collateral asset layer for the payment system, reinforcing trust and liquidity for the entire network. Therefore, short-term price is not the most important signal. What is worth monitoring is the velocity of stablecoin circulation and the actual transaction volume on-chain – that is where long-term value gets accumulated.

Walrus: When the Data Layer Becomes the Core of Web3 Architecture

In the past, the data layer of Web3 served only as passive storage. @Walrus 🦭/acc is changing that by making storage a core part of the system architecture.
Modern Web3 is data-heavy systems that require continuous, verifiable, and long-term sustainable access. At this scale, storage is no longer a mere utility but a foundation that determines how applications are built. #Walrus not only provides decentralized storage space but also transforms data into verifiable components that can directly integrate and participate in the system logic.
Through on-chain commitment mechanisms and economic guarantees, data on Walrus becomes reliable for analytics applications, prediction markets, or identity infrastructure. These systems require transparency, auditability, and high security — and Walrus meets those requirements in an imperfect network environment.
Integration with analytics platforms and edge infrastructure helps Walrus maintain performance without re-centralization. At the same time, $WAL serves as a governance tool, guiding the development of the entire network.
Walrus is no longer just a place where data "sits there". It is shaping how data operates in Web3 — and as the data layer changes, the entire architecture must change accordingly.

If you look at this chart, I think we are in the later stages (based on market sentiment and the fact that we have just witnessed a strong bear market year in #Altcoins):
- For #Bitcoin: Skepticism stage --> the next bull run, many will consider it a fake rally.
- For #Altcoins: Decline stage --> they are dead, no real-world applications, just 10 transactions and the like.
Both are great accumulation times.

HOT NEWS: Gold prices continue to rise +7% during the day and silver prices continue to rise +13% during the day.
Gold prices have surpassed 4,950 USD/ounce and silver prices have surpassed 87 USD/ounce.

It is important to recognize that everything needs to be viewed objectively.
The ISM manufacturing PMI is approaching above 50 for the first time in over 3 years.
This is one of the longest "bear" markets in this regard.
This is not good for the business cycle, and it's also not good for #Bitcoin. .
The rise in Bitcoin's price is simply due to the launch and liquidity of the ETF fund.
At this point, the market is just starting to wake up.
Currently, there is a lot of debate about why the PMI index remained positive in previous instances while Bitcoin fell into a bear market.
That's right, definitely, because macroeconomic conditions have completely changed.
Previous cycle:
- At the end of 2021, the Federal Reserve (FED) decided to start the quantitative easing (QT) program and sharply raise interest rates.
This time:
- The quantitative easing (QE) program started while the economy was slightly weakening and interest rates were decreasing.
There is a reason why gold and silver peaked last week, which is due to the end of the current macroeconomic phase.
In the next 1-3 years, we will witness a strong and ultimately bullish phase for #Bitcoin and #Crypto.

WARNING: A MAJOR EVENT IS COMING!
GOLD: 4.958 USD
SILVER: 87 USD
That is a 6.5% and 14% increase in just ONE day.
This is the LARGEST daily increase since 2008.
This is a WARNING that you need to understand if you are holding stocks, cryptocurrencies, or anything else.
Do you know what happened in 2008 with every market except metals?
It crashed to record lows.
When gold rises along with silver and copper, it says one thing:
THE SYSTEM IS BROKEN.
And I have seen this before.
Right before the year 2000.
Right before the year 2007.
Right before the year 2019.
Every time, people said "the economy is still fine."
And then you know what happened.
Gold at 4.958 dollars and silver at 87 dollars brings the gold/silver ratio close to 56.
That is not a normal market.
That is the system re-evaluating "money."
And corporations, hedge funds, and banks manipulating every fluctuation are not being "optimistic."
They are pulling out of the casino.
They are pouring trillions of dollars into metals,
while still profiting from leveraged traders.
So, if you think this is an optimistic signal just because of the green chart...
YOU ARE WRONG.
This is how the collapse of 2026 begins.
Not with a headline.
With CASH FLOW.
I have studied macroeconomics for 10 years and I have accurately predicted most major market peaks, including BTC's all-time high in October.
Stay tuned and turn on notifications.
I will post warnings BEFORE it hits the headlines.

NOT OVER YET
Gold – 4,927 USD
Silver – 87.07 USD
After a sharp decline from the all-time high, the market capitalization of the metal has increased by more than 4 trillion USD.
This drop was entirely caused by large investors.
While the crowd panicked and sold off, hedge funds and central banks quietly bought in as prices fell.
They used algorithms to ensure trading volume at the bottom.
And don't forget the global physical supply shortage.
Remember: The price displayed on the screen is the derivative paper trading price.
It's leverage. It's speculation. It's a facade.
The real price is what you have to pay to get the metal in hand.
Remember: I have been here for over 20 years and have accurately predicted every peak and trough of the past 10 years.