MAAM_A1
As a reader, I want something that is not only informative or interesting, but also useful to know. As a writer, I intend to be creative.
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VIDEO ET TACEO
("I see and keep silent")
Elizabeth I (1533-1603). Queen of England.
("I see and keep silent")
Elizabeth I (1533-1603). Queen of England.
PINNED
Any critical mind is skeptical by default.
MAAM_A1™
MAAM_A1™
$FIL $AR and $ICP are tokens used for web3 development.
Arweave, FIL are utility tokens for on chain storage, and that leaves the prospects of substantial appreciation a matter of seasonality.
The price will have to remain attractive and stable for them to thrive, because any person who buys on dips can secure more network resources just by the appreciation, making boom and busts more violent.
A developer will buy it at any price, because arweave adjust upload costs to a fixed dollar basis. Thus speculation is triggered only by large purchases whose volume captures the attention of traders who are lured by large price changes.
None of them have disappointed users of the networks. Only traders loaded with tokens they would not use complain.
#defi #altcoins
Arweave, FIL are utility tokens for on chain storage, and that leaves the prospects of substantial appreciation a matter of seasonality.
The price will have to remain attractive and stable for them to thrive, because any person who buys on dips can secure more network resources just by the appreciation, making boom and busts more violent.
A developer will buy it at any price, because arweave adjust upload costs to a fixed dollar basis. Thus speculation is triggered only by large purchases whose volume captures the attention of traders who are lured by large price changes.
None of them have disappointed users of the networks. Only traders loaded with tokens they would not use complain.
#defi #altcoins
STABLE COINS
STABILITY OF STABLE COINS
STABILITY IS A MATTER OF PERSPECTIVE. SPECIALLY IS THE EQUILIBRIUM POINT IS AN EVER MOVING TARGET.
The dollar is not a STORE OF VALUE, but is still the strongest and most liquid currency in the market.
LIQUIDITY matters when a medium of exchange is needed to cover a nominal transaction.
In the case of stable coins, depegging depends entirely on reserves and their criteria to meet transactions volumes for redemptions even if they are unusually large.
Unless, Stable coin providers allow cross transactions of dollars, say USDT be accepted as equivalent to $USDC , FDUSD, USDP regardless of the network, there will be a liquidity problem similar to a bankrun.
As long as the stable coin can be redeemed for dollars 1:1 the market is "safe". However, if the reserves are not as liquid as to accomodate larger than expected outflows the panic will destabilize the market and cause the collapse of many of those providers, the same way other banks and institutions have gone bankrupt in the past.
Does Anyone remember why Silver Bank collapsed (2023)? The main reason was a massive outflows that forced the into bankcrupcy due to inadequate liquidity.
It can happen to any bank and MBS.
What is stable is the nominal exchange rate against the dollar, not its purchasing power.
Part of the appretiations of commodities (e.g GOLD or CRYPTO ) and other assets (Equities and Realstate) results from the debasement of the dollar due to credit expansion. The increase in the monetary basis meant to stimulate the market (increase spending) is not absorbed by the market because most of the time productivity does not keep up with inflation rates.
No value added to the economy and more currency in circulation leads to inflation. It might seem obvious, but credit crunches are more terrifying for politicians than a deflationary environment with high interests in which their own debt is more difficult to serve. The avoidance of high interest leafs to low interest rates, that in turn to more borrowing. People buying on credit bid too much for what they want because money is easily spent and cheap.
by MAAM_A1™
$PAXG $XRP
#StablecoinLaw #CryptoClarityAct
STABILITY IS A MATTER OF PERSPECTIVE. SPECIALLY IS THE EQUILIBRIUM POINT IS AN EVER MOVING TARGET.
The dollar is not a STORE OF VALUE, but is still the strongest and most liquid currency in the market.
LIQUIDITY matters when a medium of exchange is needed to cover a nominal transaction.
In the case of stable coins, depegging depends entirely on reserves and their criteria to meet transactions volumes for redemptions even if they are unusually large.
Unless, Stable coin providers allow cross transactions of dollars, say USDT be accepted as equivalent to $USDC , FDUSD, USDP regardless of the network, there will be a liquidity problem similar to a bankrun.
As long as the stable coin can be redeemed for dollars 1:1 the market is "safe". However, if the reserves are not as liquid as to accomodate larger than expected outflows the panic will destabilize the market and cause the collapse of many of those providers, the same way other banks and institutions have gone bankrupt in the past.
Does Anyone remember why Silver Bank collapsed (2023)? The main reason was a massive outflows that forced the into bankcrupcy due to inadequate liquidity.
It can happen to any bank and MBS.
What is stable is the nominal exchange rate against the dollar, not its purchasing power.
Part of the appretiations of commodities (e.g GOLD or CRYPTO ) and other assets (Equities and Realstate) results from the debasement of the dollar due to credit expansion. The increase in the monetary basis meant to stimulate the market (increase spending) is not absorbed by the market because most of the time productivity does not keep up with inflation rates.
No value added to the economy and more currency in circulation leads to inflation. It might seem obvious, but credit crunches are more terrifying for politicians than a deflationary environment with high interests in which their own debt is more difficult to serve. The avoidance of high interest leafs to low interest rates, that in turn to more borrowing. People buying on credit bid too much for what they want because money is easily spent and cheap.
by MAAM_A1™
$PAXG $XRP
#StablecoinLaw #CryptoClarityAct
I wrote this in July 20 when it traded at 3800. Today 07/27 $ETH went down to ~3550 in a matter of few hours.
DO NO CHASE THE MARKET, IT WILL EVENTUALLY COME TO YOU ANYWAY!
DO NO CHASE THE MARKET, IT WILL EVENTUALLY COME TO YOU ANYWAY!
ETHER 202507
Before June, ETH was near 2Y lows when it dipped, reaching as low as ~1300. In retrospect, that was a terrific time to buy, yet the feed (as always) heralded the doom of Ethereum even declaring it dead/expendable, to be eaten by L2s and cheaper blockchains. I reasoned, those commentaries were misleading, to say the least.
Ethereum will not just dissapear, given the amount of $ETH stacked by major institutions.
The "fundamentals" were still the same.
Network adoption is not only about price. A cheaper network still have to compete with presence and robustness (infrastruture built on top of the L1 that is not available elsewhere).
Besides, why traders cannot conceive multiple projects can coexist.
Market share, will become even less concentrated in ETH, $SOL if better alternatives appear and projects do migrate. Until then, competition does not threaten the supremacy of major coins.
Ethereum still represents the largest volume for transactions involving Digital Assets (TOKENIZED RWA, NFTs).
Considering all that, I am fortunate to have formed my own opinion and acted on it.
Holdings are hedged, and porfolios rebalanced.
As of writting, ETH trades at ~3800 almost 3900. The crypto industry is moving while major Market Indices and GOLD are still. Crypto hardly independent from the rest of the financial world, DeFi is technically descentralized but the network users still derive income from the traditional market.
Now the most pertinent thing to do is to become defensive. Low interest rate environment and heightened risk appetite together are the recipe of crashes.
STAY ALERT.
#altcoins #AltcoinSeasonLoading
Ethereum will not just dissapear, given the amount of $ETH stacked by major institutions.
The "fundamentals" were still the same.
Network adoption is not only about price. A cheaper network still have to compete with presence and robustness (infrastruture built on top of the L1 that is not available elsewhere).
Besides, why traders cannot conceive multiple projects can coexist.
Market share, will become even less concentrated in ETH, $SOL if better alternatives appear and projects do migrate. Until then, competition does not threaten the supremacy of major coins.
Ethereum still represents the largest volume for transactions involving Digital Assets (TOKENIZED RWA, NFTs).
Considering all that, I am fortunate to have formed my own opinion and acted on it.
Holdings are hedged, and porfolios rebalanced.
As of writting, ETH trades at ~3800 almost 3900. The crypto industry is moving while major Market Indices and GOLD are still. Crypto hardly independent from the rest of the financial world, DeFi is technically descentralized but the network users still derive income from the traditional market.
Now the most pertinent thing to do is to become defensive. Low interest rate environment and heightened risk appetite together are the recipe of crashes.
STAY ALERT.
#altcoins #AltcoinSeasonLoading
JIM CRAMER JUST SAID LIVE (CNBC) THAT HE'S BUYING $BTC BECAUSE OF THE $37T US DEFICIT.
This is ominous (...well it depends).
Contrarians might be "dumping" and would not be the first time, as Jim Cramer has become a meme for his terrible calls on the market, to the point many believe you should do he opposite of what he reccomends.
Cramer previously referred to Bitcoin as a Ponzi scheme. Did he change his opinion not to sound so ridiculous amidst the adoption of Bitcoin as an inflation Hedge by serious investors?
He might be trying not to be overshadowed by more prominent personalities, like Elon Musk who calls U.S. dollar “hopeless,” and have endorsed BTC publicly multiple times.
#bitcoin #StrategyBTCPurchase
This is ominous (...well it depends).
Contrarians might be "dumping" and would not be the first time, as Jim Cramer has become a meme for his terrible calls on the market, to the point many believe you should do he opposite of what he reccomends.
Cramer previously referred to Bitcoin as a Ponzi scheme. Did he change his opinion not to sound so ridiculous amidst the adoption of Bitcoin as an inflation Hedge by serious investors?
He might be trying not to be overshadowed by more prominent personalities, like Elon Musk who calls U.S. dollar “hopeless,” and have endorsed BTC publicly multiple times.
#bitcoin #StrategyBTCPurchase
Binance is certainly more profitable than Starbucks as a business, given all the milions of users, traders or otherwise pay fees.
Apparently, Burning also contributes greatly to the stability of $BNB .
Rallies in crypto benefit exchanges undoubtedly more than it does traders or holders, for they profit on the way up and the way down.
Breaking 800 from 580 early June is remarkable. From all altcoins, it is without questions the coin with constant appreciation.
#BNBBreaksATH #Binance
Apparently, Burning also contributes greatly to the stability of $BNB .
Rallies in crypto benefit exchanges undoubtedly more than it does traders or holders, for they profit on the way up and the way down.
Breaking 800 from 580 early June is remarkable. From all altcoins, it is without questions the coin with constant appreciation.
#BNBBreaksATH #Binance
Binance News
--
BNB Surpasses Starbucks in Global Market Capitalization Rankings
According to BlockBeats, BNB's market capitalization has reached $1,095 billion, marking a 2.86% increase over the past 24 hours. This growth has allowed BNB to surpass coffee industry giant Starbucks, which has a market capitalization of approximately $1,092.1 billion. BNB now ranks 198th in global asset market capitalization.
Today people is focused on $SPK and $SAHARA , last week it was $FUN and HYPER.
+80% intraday gain is terrific for old holders, but certainly not for people who bought at the money (at the top).
FUN scored extraordinary gains and lost almost 50% within a week. What makes you think it would not happen to these or any other token.
The Fundamentals? Do they have ones that makes them superior "investments"?
#altcoins #Binance
+80% intraday gain is terrific for old holders, but certainly not for people who bought at the money (at the top).
FUN scored extraordinary gains and lost almost 50% within a week. What makes you think it would not happen to these or any other token.
The Fundamentals? Do they have ones that makes them superior "investments"?
#altcoins #Binance
ONCE UPON A TIME DOGS AND FROGS WERE HOT...
MEMEs come and GO. Why not to invest in the network that benefits from all the trading activity?
In the long run, MEMECOINS benefit holders of ETH/SOL/BNB more than directly owning them.
$DOGE $PEPE
#BTCvsETH #BNBBreaksATH
MEMEs come and GO. Why not to invest in the network that benefits from all the trading activity?
In the long run, MEMECOINS benefit holders of ETH/SOL/BNB more than directly owning them.
$DOGE $PEPE
#BTCvsETH #BNBBreaksATH
THE IMPACT OF ETFs
ETF (Exchange-Traded Fund) are relevant for simple reasons. Their turn over leads to increase trading activity and larger volumes. Although not necessarily price stability or appreciation, which depends on the underlying asset and non speculative interest in holdings.
Formally, an ETF is a pooled investment security, usually used as proxy for exposure to a given market/industry, asset or derivative.
Basically, ETFs treat the underlying asset as commodity (regardless of being one or equity) as users are entitled to shares in the fund reserves.
There are ETFs for virtually all kinds of assets, including INDEXES ( SPY for S&P500, QQQ for Nasdaq-100), for commodities such as GOLD, and digital assets such as BITCOIN.
EXPOSURE
The idea of the proxy is not only to speculate on the price movement to the upside or in a 1:1 basis. ETFs can provide leverage (+2x) or short exposure (shares for short positions in the underlying asset).
ON CRYPTO
The US policies for long have limited the exposure of the average citizen to cryptocurrencies. Until recently, major investments in the sector relied on proxies such as Coporations and ETFs for exposure.
Offers are currently limited to $BTC and $ETH
Although, plans for $SOL and XRP ETFs have been proposed by companies such as BlackRock® and Fidelity, but as of June 2025 SEC approval is still pending.
20250617. VanEck Solana Spot ETF has been listed on the DTCC website under the ticker VSOL, although SEC approval is still under review.
PURPOSE
The posibility of Self-custody renders this kind of options useless for the average person in countries where ownership is less complicated, and taxes (i.e capital gains or other pertinent types) are more reasonable for HODLING. However, ETFs are the only alternative ownership with better benefits than corporate bonds, common stock and personal holdings.
ETFs simplify taxation and accumulation.
In many cases, the tax treatment of ETFs is more favorable than it is for holdings of the same underlying asset.
That is why they are worth considering.
by © MAAM_A1™
#CryptoClarityAct #bitcoin
Formally, an ETF is a pooled investment security, usually used as proxy for exposure to a given market/industry, asset or derivative.
Basically, ETFs treat the underlying asset as commodity (regardless of being one or equity) as users are entitled to shares in the fund reserves.
There are ETFs for virtually all kinds of assets, including INDEXES ( SPY for S&P500, QQQ for Nasdaq-100), for commodities such as GOLD, and digital assets such as BITCOIN.
EXPOSURE
The idea of the proxy is not only to speculate on the price movement to the upside or in a 1:1 basis. ETFs can provide leverage (+2x) or short exposure (shares for short positions in the underlying asset).
ON CRYPTO
The US policies for long have limited the exposure of the average citizen to cryptocurrencies. Until recently, major investments in the sector relied on proxies such as Coporations and ETFs for exposure.
Offers are currently limited to $BTC and $ETH
Although, plans for $SOL and XRP ETFs have been proposed by companies such as BlackRock® and Fidelity, but as of June 2025 SEC approval is still pending.
20250617. VanEck Solana Spot ETF has been listed on the DTCC website under the ticker VSOL, although SEC approval is still under review.
PURPOSE
The posibility of Self-custody renders this kind of options useless for the average person in countries where ownership is less complicated, and taxes (i.e capital gains or other pertinent types) are more reasonable for HODLING. However, ETFs are the only alternative ownership with better benefits than corporate bonds, common stock and personal holdings.
ETFs simplify taxation and accumulation.
In many cases, the tax treatment of ETFs is more favorable than it is for holdings of the same underlying asset.
That is why they are worth considering.
by © MAAM_A1™
#CryptoClarityAct #bitcoin
XRP REPORT 202507
When Fundamentals are unchanged, market sentiment is what market prices volatile.
$XRP has seen significant price action this week, surging to a new ATH (all-time high) against $BTC and reaching as high as $3.70, before pulling back to around $3.20-$3.50. This volatility is characteristic of the crypto market, but several factors are contributing to XRP's recent movements.
Here you will find a summary on the factors that contributed to the rally and the factors that prompted the correction.
REASONS FOR THE SURGE TO +3.60
Overall Crypto Market Rally: The primary driver for XRP's surge, and indeed many altcoins, has been a broader bullish sentiment across the cryptocurrency market. $BTC recently hit a new all-time high above $118,000, which often leads to altcoin rallies as investors seek out other opportunities (higher beta for correlated assets).Regulatory Clarity (Past and Future): The ongoing legal situation with the SEC has been a major overhang for XRP. While the full case isn't completely resolved, Ripple's partial victory in 2023 (where XRP traded on exchanges was deemed not a security) significantly boosted investor confidence. There's also anticipation of further regulatory clarity in the US, with recent legislative developments (like the GENIUS Act signed by President Trump) signaling a more crypto-friendly environment.Institutional Interest and Partnerships: XRP aims to facilitate cross-border payments for financial institutions. Growing institutional adoption, as well as Ripple's continued efforts to expand its partnerships and introduce new liquidity tools (like a fully collateralized dollar stablecoin on the XRP Ledger), contribute to bullish sentiment. Ripple's application for a US national bank charter is also a positive sign for its integration into traditional finance.Technical Breakouts and Momentum: Technical analysis often plays a role in price movements, specially in crypto, where fundamentals are lacking or simply play a lesser role for the average traders. XRP breaking past its previous all-time highs and key resistance levels would have triggered further buying interest from traders, irrespective of context.Speculation: Some analysts are talking about an "XRP season," suggesting that the asset is due for a significant upward trend. This kind of market sentiment and speculative trading can drive prices higher in the short term.
REASONS FOR THE PULLBACK TO $3.20 (~ -10% from the peak)
"Sell the News" Phenomenon: a common occurrence in crypto markets by which Traders often buy into an asset in anticipation of positive news or a price surge, and then sell off their holdings once the event occurs or the price reaches a peak (when there is palpable greed bordering mania). XRP's rally to new highs might have triggered profit-taking by early investors.Market Corrections: After a rapid price increase, a natural correction often follows. Investors might take profits, leading to a temporary decline before potentially consolidating or resuming an uptrend.General Market Volatility: The cryptocurrency market is inherently volatile. While a broad rally is happening, daily fluctuations are common, and assets can experience quick dips even within an overall upward trend.Technical Resistance: After hitting new highs, XRP might have encountered resistance levels where selling pressure increased, causing the price to retreat.Whale-Driven Movements: Large holders (whales) can significantly influence price action by executing large buy or sell orders, which can lead to rapid price changes. There have been rumors of whales moving +100M of tokens which are suspected to be sellers aiming to dump the market. While, unfounded, it is true that liquidity is always an issue, and regardless of capitalization, a sellof as small as 100M will always move the market.
In summary, XRP's recent surge was fueled by a combination of a bullish broader crypto market, positive regulatory developments, growing institutional interest, and speculative trading. The subsequent dip is likely a combination of profit-taking, natural market corrections after a rapid ascent, and the inherent volatility of the crypto space.
Trends upwards/downwards are not perpetual. At some point they pause before resuming a macro trend, or reverse.
#StablecoinLaw #CryptoClarityAct
$XRP has seen significant price action this week, surging to a new ATH (all-time high) against $BTC and reaching as high as $3.70, before pulling back to around $3.20-$3.50. This volatility is characteristic of the crypto market, but several factors are contributing to XRP's recent movements.
Here you will find a summary on the factors that contributed to the rally and the factors that prompted the correction.
REASONS FOR THE SURGE TO +3.60
Overall Crypto Market Rally: The primary driver for XRP's surge, and indeed many altcoins, has been a broader bullish sentiment across the cryptocurrency market. $BTC recently hit a new all-time high above $118,000, which often leads to altcoin rallies as investors seek out other opportunities (higher beta for correlated assets).Regulatory Clarity (Past and Future): The ongoing legal situation with the SEC has been a major overhang for XRP. While the full case isn't completely resolved, Ripple's partial victory in 2023 (where XRP traded on exchanges was deemed not a security) significantly boosted investor confidence. There's also anticipation of further regulatory clarity in the US, with recent legislative developments (like the GENIUS Act signed by President Trump) signaling a more crypto-friendly environment.Institutional Interest and Partnerships: XRP aims to facilitate cross-border payments for financial institutions. Growing institutional adoption, as well as Ripple's continued efforts to expand its partnerships and introduce new liquidity tools (like a fully collateralized dollar stablecoin on the XRP Ledger), contribute to bullish sentiment. Ripple's application for a US national bank charter is also a positive sign for its integration into traditional finance.Technical Breakouts and Momentum: Technical analysis often plays a role in price movements, specially in crypto, where fundamentals are lacking or simply play a lesser role for the average traders. XRP breaking past its previous all-time highs and key resistance levels would have triggered further buying interest from traders, irrespective of context.Speculation: Some analysts are talking about an "XRP season," suggesting that the asset is due for a significant upward trend. This kind of market sentiment and speculative trading can drive prices higher in the short term.
REASONS FOR THE PULLBACK TO $3.20 (~ -10% from the peak)
"Sell the News" Phenomenon: a common occurrence in crypto markets by which Traders often buy into an asset in anticipation of positive news or a price surge, and then sell off their holdings once the event occurs or the price reaches a peak (when there is palpable greed bordering mania). XRP's rally to new highs might have triggered profit-taking by early investors.Market Corrections: After a rapid price increase, a natural correction often follows. Investors might take profits, leading to a temporary decline before potentially consolidating or resuming an uptrend.General Market Volatility: The cryptocurrency market is inherently volatile. While a broad rally is happening, daily fluctuations are common, and assets can experience quick dips even within an overall upward trend.Technical Resistance: After hitting new highs, XRP might have encountered resistance levels where selling pressure increased, causing the price to retreat.Whale-Driven Movements: Large holders (whales) can significantly influence price action by executing large buy or sell orders, which can lead to rapid price changes. There have been rumors of whales moving +100M of tokens which are suspected to be sellers aiming to dump the market. While, unfounded, it is true that liquidity is always an issue, and regardless of capitalization, a sellof as small as 100M will always move the market.
In summary, XRP's recent surge was fueled by a combination of a bullish broader crypto market, positive regulatory developments, growing institutional interest, and speculative trading. The subsequent dip is likely a combination of profit-taking, natural market corrections after a rapid ascent, and the inherent volatility of the crypto space.
Trends upwards/downwards are not perpetual. At some point they pause before resuming a macro trend, or reverse.
#StablecoinLaw #CryptoClarityAct
SPARK has a trading volume that peaked to $2B in the last 48h. What is curious is that its funding fee is as high as -0.08826% (negative values indicate short pay long traders). That is +5% a day, which is excessive unless you expect the price to sink/tank in the levels of +10-50% within a week.
$SPK is a top gainer today, and many maybe thinking of shorting it, perhaps indiscriminately because of an innate contrarian attitude towards sudden rallies in somewhat unknown issues (tokens only mentioned after they explode out of nowhere).
Regardless of how sustainable is the trend or how imminent is a correction, one should always mind whether it is worthy to act, that is, if the idea would be profitable after costs.
Before selling an futures contract consider how funding fees impact the costs of the position.
Remember that a trader going long will have to pay as much of the outstanding volume to shorts traders every 8h, and viceversa...
#altcoins #BNBBreaksATH
$SPK is a top gainer today, and many maybe thinking of shorting it, perhaps indiscriminately because of an innate contrarian attitude towards sudden rallies in somewhat unknown issues (tokens only mentioned after they explode out of nowhere).
Regardless of how sustainable is the trend or how imminent is a correction, one should always mind whether it is worthy to act, that is, if the idea would be profitable after costs.
Before selling an futures contract consider how funding fees impact the costs of the position.
Remember that a trader going long will have to pay as much of the outstanding volume to shorts traders every 8h, and viceversa...
#altcoins #BNBBreaksATH
Traders are very much like penguins. They push their fellows to the edge until, one by one, a penguin is thrown down in order to test the safety of water (similar to the relentless process of price discovery). Predators (walruses, whales), might lurking or not, but when they do the peguin dies.
Public endorsement does not imply safety.
$PENGU $BNB $SOL
#MarketSentimentToday
Public endorsement does not imply safety.
$PENGU $BNB $SOL
#MarketSentimentToday
Never ignore possibilities no matter how remote/unlikely they seem.
Do not take things for granted. Regardless of the longterms prospects, the short and mid-term price action is erratic/volatile even for GOLD.
Secure your gains partially or whole, specially if the position has a very tight margin (liquidation price is too near the current quotation).
$SOL $APT $BNB
Do not take things for granted. Regardless of the longterms prospects, the short and mid-term price action is erratic/volatile even for GOLD.
Secure your gains partially or whole, specially if the position has a very tight margin (liquidation price is too near the current quotation).
$SOL $APT $BNB
BTC TREASURIES
2025 TOP $BTC CORPORATE HOLDINGS.
It would take almost a "leap of faith" to HOLD once their bonds reach maturity... If they had to sell (exit positions for profit taking or forcefully) who would take over?
There is a posibility that if the contagion of the BTC MANIA intensifies and reaches top officers worldwide, governments -due to FOMO- will abuse of their autority and through monetary policies, buy BTC on credit (issuing DEBT) which will lead to rampant inflation.
This reasoning might validate the argument of BTC being a hedge against inflation. However, giving the fact that people is rushing to buy BTC indiscriminately, and irrespective to price/liquidity, their actions might be cancelling out the benefits of Bitcoin as a STORE OF VALUE.
The problem is not the asset itself, is the nature of the majority of people who trade it. Opportunists are found everywhere. In this case BTC is indeed promising, but if everyone wants to profit from trading, who will take the other side of the trade when the holders become sellers?
It is not a matter of FAITH in DeFi. MARKET HEALTH and PRICES matter more.
#StrategyBTCPurchase #bitcoin $BNB $SOL
It would take almost a "leap of faith" to HOLD once their bonds reach maturity... If they had to sell (exit positions for profit taking or forcefully) who would take over?
There is a posibility that if the contagion of the BTC MANIA intensifies and reaches top officers worldwide, governments -due to FOMO- will abuse of their autority and through monetary policies, buy BTC on credit (issuing DEBT) which will lead to rampant inflation.
This reasoning might validate the argument of BTC being a hedge against inflation. However, giving the fact that people is rushing to buy BTC indiscriminately, and irrespective to price/liquidity, their actions might be cancelling out the benefits of Bitcoin as a STORE OF VALUE.
The problem is not the asset itself, is the nature of the majority of people who trade it. Opportunists are found everywhere. In this case BTC is indeed promising, but if everyone wants to profit from trading, who will take the other side of the trade when the holders become sellers?
It is not a matter of FAITH in DeFi. MARKET HEALTH and PRICES matter more.
#StrategyBTCPurchase #bitcoin $BNB $SOL
FED PARADIGM
It is true that Federal Reserve Chair Jerome Powell is facing a criminal referral for perjury, filed by Representative Anna Paulina Luna, a Republican from Florida.
The referral, sent to the Department of Justice (DOJ) in mid-July 2025, accuses Powell of lying under oath during testimony before the U.S. Senate Committee on Banking, Housing, and Urban Affairs on June 25, 2025.
The allegations primarily concern the $2.5 billion renovation of the Federal Reserve's Eccles Building. Luna claims that Powell misrepresented the extent of luxury amenities included in the renovation (such as VIP dining rooms, marble finishes, and rooftop gardens), which he publicly denied existed. She also states that Powell falsely claimed the building had "never had" a serious renovation, despite evidence of a major overhaul between 1999 and 2003.
It's important to note:
*This is a criminal referral, not an indictment or formal prosecution. The Department of Justice is not compelled to investigate the accusations or file charges.Powell has denied the allegations, stating that cost increases were due to legitimate construction challenges and design adjustments, and that the changes were minor and aimed at simplifying construction. He has also requested a formal review of the project's costs and management by the Office of Inspector General (OIG).The referral comes amidst ongoing political pressure from some conservative allies of President Donald Trump, who have publicly urged Powell to resign and criticized his monetary policy decisions.
#GENIUSAct #StrategyBTCPurchase
The referral, sent to the Department of Justice (DOJ) in mid-July 2025, accuses Powell of lying under oath during testimony before the U.S. Senate Committee on Banking, Housing, and Urban Affairs on June 25, 2025.
The allegations primarily concern the $2.5 billion renovation of the Federal Reserve's Eccles Building. Luna claims that Powell misrepresented the extent of luxury amenities included in the renovation (such as VIP dining rooms, marble finishes, and rooftop gardens), which he publicly denied existed. She also states that Powell falsely claimed the building had "never had" a serious renovation, despite evidence of a major overhaul between 1999 and 2003.
It's important to note:
*This is a criminal referral, not an indictment or formal prosecution. The Department of Justice is not compelled to investigate the accusations or file charges.Powell has denied the allegations, stating that cost increases were due to legitimate construction challenges and design adjustments, and that the changes were minor and aimed at simplifying construction. He has also requested a formal review of the project's costs and management by the Office of Inspector General (OIG).The referral comes amidst ongoing political pressure from some conservative allies of President Donald Trump, who have publicly urged Powell to resign and criticized his monetary policy decisions.
#GENIUSAct #StrategyBTCPurchase
THE NEXT THING
ONCE UPON A TIME DOGS AND FROGS WERE HOT.
20250724 The paradigm shifted to PENGUINS. $PENGU has overshadowed $DOGE and $PEPE in market presence. Essentially, PENGU is an NFT token with some utility regardless of the current speculative activity.
The wheels turn, and memecoins are superced by "fresh" replacements that gain momentum and eventually lose it to others.
There was a time when SHIB and WIF, BONK, FLOKI, BROCCOLI received special attention equivalent to what PENGU is experiencing in July 2025, yet they fell into obscurity or are in the process to do it.
MEMECOINS are what they are. JOKES.
Without intrinsic value (utility, yield, prospects for growth supported by fundamentals) , they are nothing more than the 21st century Tulip Mania.
Although comparing the tulip bulbs to them is unfair. At least, people kept the flower or the bulb, and today tulips continue to drive demand, albeit as botanical species and not an speculative asset.
The real winners of price discovery are prudent investors, lucky or cunning speculators and of course the Brokers (CEXs) who enjoy a win-win priviledge for transactions held during the boom and the busts.
#altcoins #Binance
20250724 The paradigm shifted to PENGUINS. $PENGU has overshadowed $DOGE and $PEPE in market presence. Essentially, PENGU is an NFT token with some utility regardless of the current speculative activity.
The wheels turn, and memecoins are superced by "fresh" replacements that gain momentum and eventually lose it to others.
There was a time when SHIB and WIF, BONK, FLOKI, BROCCOLI received special attention equivalent to what PENGU is experiencing in July 2025, yet they fell into obscurity or are in the process to do it.
MEMECOINS are what they are. JOKES.
Without intrinsic value (utility, yield, prospects for growth supported by fundamentals) , they are nothing more than the 21st century Tulip Mania.
Although comparing the tulip bulbs to them is unfair. At least, people kept the flower or the bulb, and today tulips continue to drive demand, albeit as botanical species and not an speculative asset.
The real winners of price discovery are prudent investors, lucky or cunning speculators and of course the Brokers (CEXs) who enjoy a win-win priviledge for transactions held during the boom and the busts.
#altcoins #Binance
$BANANAS31 vanished from the Feed as fast as it lost all the gains from the rally. The advance took at least 3W and it was undone in 5d.
Going from 0.0739 to 0.0069 is a loss ~90%.
My skepticism was expressed as it was going up, not because of a personal grudge but to instill some common sense to people before it was too late. I imagine contrarian attitudes do not gain attention until people is already in trouble.
Keep in mind this is just 1 case out of many that present a typical boom/bust cycle that takes people by surprise, regardless of how common/frequent they happen.
Before BANANAS31, early this month it was $1000000BOB .
Today, the hype is focused on $PENGU , which at least is an NFT token not just a memecoin.
Going from 0.0739 to 0.0069 is a loss ~90%.
My skepticism was expressed as it was going up, not because of a personal grudge but to instill some common sense to people before it was too late. I imagine contrarian attitudes do not gain attention until people is already in trouble.
Keep in mind this is just 1 case out of many that present a typical boom/bust cycle that takes people by surprise, regardless of how common/frequent they happen.
Before BANANAS31, early this month it was $1000000BOB .
Today, the hype is focused on $PENGU , which at least is an NFT token not just a memecoin.
Losses are always relative to the ENTRY PRICE indeed.
$BANANAS31 price oscillation describes a spike.
20250714
From its peak of 0.074 to 0.0084 is almost 90% loss in 2d
From 0.014 to 0.0083 is ~50% decline in 1d.
I was skeptical from the beginning that this coin -like many MEMECOINS before it- would follow the typical BOOM/BUST pattern.
#MemecoinSentiment
$BANANAS31 price oscillation describes a spike.
20250714
From its peak of 0.074 to 0.0084 is almost 90% loss in 2d
From 0.014 to 0.0083 is ~50% decline in 1d.
I was skeptical from the beginning that this coin -like many MEMECOINS before it- would follow the typical BOOM/BUST pattern.
#MemecoinSentiment
ETHEREUM - PROSPECTS
SIMPLE FACTS TO FRAME THE CONTEXT.
$ETH almost hit 4000 last week. If you bought in March near ~1300 is about 300% profit. If you bought in April-May before BlackRock™ made public their intentions to purchase ETH, prices were at 1800-2400, so the relative performance is ~40-100%.
Anyone who bought in 3800 is down almost 10%. Frustration or fear of missing out, are prompting traders to chase the market up, but liquidity runs away (with profit taking or long squeezes) faster, and whimsical traders would not be able to catchup when the market corrects/pullback or reverses (when major holders become major sellers).
A CASE FOR CORRECTION
Ethereum is still promising, as much as Solana $SOL or $BNB are. The difference is the legacy supporting awareness of projects and development.
Its dominance in DeFi and NFTs is undisputable, as of 2025. However, ironically, that has no bearing in its price, at least not the kind of effect people would expect.
BE REALISTIC
The interest in Stacking might stem from the expected massive trading activity that "could" come from ETFs and Retirement Funds is allowed to trade them.
Even, if the influx were imminent, the value of ETH will always converge to reflect the profitability of its network activity (fees of transaction that are becoming cheaper and cheaper). A correction will happen if stakers become disappointed by a drop in activity as they did early this year, when ETH traded at 3800 and dropped below 2700 within 3 days.
Besides, most of the money invested today is the money that was divested before that is coming back. Thus, for further upside potential there should be greater adoption for sustainability. Without it, capitalization would resemble or be an asset bubble.
I am not bearish about ETH, but this kind of resoning and facts makes me more cautious.
$ETH almost hit 4000 last week. If you bought in March near ~1300 is about 300% profit. If you bought in April-May before BlackRock™ made public their intentions to purchase ETH, prices were at 1800-2400, so the relative performance is ~40-100%.
Anyone who bought in 3800 is down almost 10%. Frustration or fear of missing out, are prompting traders to chase the market up, but liquidity runs away (with profit taking or long squeezes) faster, and whimsical traders would not be able to catchup when the market corrects/pullback or reverses (when major holders become major sellers).
A CASE FOR CORRECTION
Ethereum is still promising, as much as Solana $SOL or $BNB are. The difference is the legacy supporting awareness of projects and development.
Its dominance in DeFi and NFTs is undisputable, as of 2025. However, ironically, that has no bearing in its price, at least not the kind of effect people would expect.
BE REALISTIC
The interest in Stacking might stem from the expected massive trading activity that "could" come from ETFs and Retirement Funds is allowed to trade them.
Even, if the influx were imminent, the value of ETH will always converge to reflect the profitability of its network activity (fees of transaction that are becoming cheaper and cheaper). A correction will happen if stakers become disappointed by a drop in activity as they did early this year, when ETH traded at 3800 and dropped below 2700 within 3 days.
Besides, most of the money invested today is the money that was divested before that is coming back. Thus, for further upside potential there should be greater adoption for sustainability. Without it, capitalization would resemble or be an asset bubble.
I am not bearish about ETH, but this kind of resoning and facts makes me more cautious.
TRADE TOP ALTCOINS
Investing in altcoins carries significant risk, and prices can fluctuate wildly. The cryptocurrency market is dynamic, and what seems promising today might not be tomorrow. Therefore, this information nor opinions should not be taken as financial advice, and you should always conduct your own thorough research (DYOR) and consider your risk tolerance before making any investment decisions.
Based on current trends, technological advancements, and market sentiment as of mid-2025, here are some #altcoins that are frequently mentioned as having strong potential, along with technical facts supporting their prospects:
1. Ethereum (ETH)
Ethereum remains the undisputed king of smart contracts and decentralized applications (dApps). Its ongoing upgrades, particularly to Ethereum 2.0 (now referred to as the "Merge" and subsequent upgrades like "Shapella"), have transitioned it to a Proof-of-Stake (PoS) consensus mechanism, significantly reducing its energy consumption and improving scalability.
FACTS
Dominant Ecosystem: Ethereum hosts the vast majority of DeFi protocols, NFTs, and other dApps. This established network effect is a powerful moat.Scalability Solutions: While base layer scalability has been a concern, Layer 2 scaling solutions like Arbitrum, Optimism, and zkSync are rapidly maturing and expanding, building on Ethereum's security.Institutional Adoption: There's a significant rise in institutional interest in Ethereum, highlighted by substantial inflows into spot Ethereum ETFs recently approved in the US. Major firms like BlackRock are actively promoting ETH in portfolios.Continuous Development: The Ethereum roadmap includes further upgrades focused on sharding and other enhancements to increase transaction throughput and reduce fees.
2. Solana ( $SOL )
Solana has emerged as a strong competitor to Ethereum, particularly known for its high transaction speeds and low fees. It's often referred to as an "Ethereum killer" due to its performance. Adoption initially came in the form of MEMECOINS and NFTs, dapps and now RWA tokenization and DEXs are gaining momentum.
FACTS
High Performance: Solana can process thousands of transactions per second (TPS) with very low transaction fees, making it attractive for dApps requiring high throughput, such as decentralized exchanges (DEXs) and gaming applications.Growing Ecosystem: The Solana ecosystem has seen rapid growth in DeFi, NFTs, and meme coins (e.g., BONK), attracting a significant user base and developer community.Potential ETF Approval: Similar to Ethereum, Solana is also expecting ETF approval in the US in 2025, which could further boost its standing and bring in more institutional investment.Developer Activity: Solana continues to be a highly active platform for developers, indicating ongoing innovation and expansion of its utility. SPL (Solana Program Library, SDK) provides deployable contract templates for tokens and NFTs.
3. Ripple ($XRP )
XRP's primary focus is on cross-border payments and remittances, aiming to provide a faster and cheaper alternative to traditional banking systems.
Institutional Adoption: Ripple, the company behind XRP, has established partnerships with numerous financial institutions globally, which suggests real-world utility and adoption.Legal Clarity: While previously facing legal challenges with the SEC, recent positive developments in its lawsuit have brought some much-needed clarity, potentially paving the way for wider adoption in the US. XRP has seen a "remarkable resurgence in 2025" and has rallied above $3 (peaking around $3.64 in mid-July), solidifying its position as a top cryptocurrency by market capitalization.Efficiency: XRP Ledger (XRPL) boasts fast transaction settlements (a few seconds) and very low fees, making it an attractive option for international transfers.
4. Binance Coin ($BNB )
BNB is the native token of the Binance ecosystem, which includes the world's largest cryptocurrency exchange and the Binance Smart Chain (now BNB Chain).
Utility within Binance Ecosystem: within the Binance ecosystem, includes reduced trading fees on the exchange, participation in token sales on Binance Launchpad, and powering transactions on the BNB Chain.Robust BNB Chain: offers a cost-effective and efficient platform for dApps, and NFTs, making it a popular alternative to Ethereum for developers and users.Burn Mechanism: Binance regularly conducts "token burns" of BNB, which reduces the total supply and can contribute to price appreciation over time. Binance is the most skillful in controlling supply for appreciation and minimizing the downside risk of their own token, as demonstrated by BNB performance.
5. Cardano (ADA)
Cardano is a blockchain platform known for its research-driven, peer-reviewed approach to development, aiming to provide a more secure and scalable infrastructure for dApps and smart contracts.
Scientific Approach: Cardano's development is rooted in academic research and formal verification, which emphasizes security and stability, potentially leading to a more robust and reliable platform in the long run.Sustainable Model: Cardano focuses on sustainability and aims to be a blockchain for long-term societal impact.Growing Ecosystem: While sometimes slower in development compared to others, Cardano's ecosystem continues to grow, with increasing numbers of dApps and projects building on its platform.Staking Rewards: Users can stake ADA to secure the network and earn rewards, incentivizing long-term holding.
Important Considerations for Altcoin Investments
Market Cycles: The crypto market is highly cyclical. Understanding bull and bear markets is crucial.Bitcoin Dominance: Often, an "altcoin season" occurs when Bitcoin's dominance (its share of the total crypto market) decreases, and capital flows into altcoins.Macroeconomic Factors: Global economic conditions, inflation, interest rates, and geopolitical events significantly influence the crypto market. Potential interest rate cuts by the U.S. Federal Reserve in 2025 could increase liquidity and benefit risk assets like altcoins, while a that liquidity might concentrate in an asset bubble posing even a greater risk.Regulatory Landscape: Regulatory clarity or restrictions in major markets can profoundly impact altcoin growth. Do not forget that hostility toward crypto have not been erradicated.Technological Advancements: Look for projects that offer genuine innovation, solve real-world problems, and have strong development teams.Risk Management: Never invest more than you can afford to lose, and consider diversifying your portfolio across different altcoins and other asset classes.
This information is based on current market trends and analysis (general announcements and fundamentals covered superficially for brevity). The crypto market is highly volatile, and future performance is not guaranteed. Yet, they certainly have the greatest advantage to continue performing as networks, although the price of the token is a different subject. Nobody knows whether the rally is discounting the future growth irrespective of how price affects the utility of the token in the long run.
#altcoins #AltcoinBreakout
Based on current trends, technological advancements, and market sentiment as of mid-2025, here are some #altcoins that are frequently mentioned as having strong potential, along with technical facts supporting their prospects:
1. Ethereum (ETH)
Ethereum remains the undisputed king of smart contracts and decentralized applications (dApps). Its ongoing upgrades, particularly to Ethereum 2.0 (now referred to as the "Merge" and subsequent upgrades like "Shapella"), have transitioned it to a Proof-of-Stake (PoS) consensus mechanism, significantly reducing its energy consumption and improving scalability.
FACTS
Dominant Ecosystem: Ethereum hosts the vast majority of DeFi protocols, NFTs, and other dApps. This established network effect is a powerful moat.Scalability Solutions: While base layer scalability has been a concern, Layer 2 scaling solutions like Arbitrum, Optimism, and zkSync are rapidly maturing and expanding, building on Ethereum's security.Institutional Adoption: There's a significant rise in institutional interest in Ethereum, highlighted by substantial inflows into spot Ethereum ETFs recently approved in the US. Major firms like BlackRock are actively promoting ETH in portfolios.Continuous Development: The Ethereum roadmap includes further upgrades focused on sharding and other enhancements to increase transaction throughput and reduce fees.
2. Solana ( $SOL )
Solana has emerged as a strong competitor to Ethereum, particularly known for its high transaction speeds and low fees. It's often referred to as an "Ethereum killer" due to its performance. Adoption initially came in the form of MEMECOINS and NFTs, dapps and now RWA tokenization and DEXs are gaining momentum.
FACTS
High Performance: Solana can process thousands of transactions per second (TPS) with very low transaction fees, making it attractive for dApps requiring high throughput, such as decentralized exchanges (DEXs) and gaming applications.Growing Ecosystem: The Solana ecosystem has seen rapid growth in DeFi, NFTs, and meme coins (e.g., BONK), attracting a significant user base and developer community.Potential ETF Approval: Similar to Ethereum, Solana is also expecting ETF approval in the US in 2025, which could further boost its standing and bring in more institutional investment.Developer Activity: Solana continues to be a highly active platform for developers, indicating ongoing innovation and expansion of its utility. SPL (Solana Program Library, SDK) provides deployable contract templates for tokens and NFTs.
3. Ripple ($XRP )
XRP's primary focus is on cross-border payments and remittances, aiming to provide a faster and cheaper alternative to traditional banking systems.
Institutional Adoption: Ripple, the company behind XRP, has established partnerships with numerous financial institutions globally, which suggests real-world utility and adoption.Legal Clarity: While previously facing legal challenges with the SEC, recent positive developments in its lawsuit have brought some much-needed clarity, potentially paving the way for wider adoption in the US. XRP has seen a "remarkable resurgence in 2025" and has rallied above $3 (peaking around $3.64 in mid-July), solidifying its position as a top cryptocurrency by market capitalization.Efficiency: XRP Ledger (XRPL) boasts fast transaction settlements (a few seconds) and very low fees, making it an attractive option for international transfers.
4. Binance Coin ($BNB )
BNB is the native token of the Binance ecosystem, which includes the world's largest cryptocurrency exchange and the Binance Smart Chain (now BNB Chain).
Utility within Binance Ecosystem: within the Binance ecosystem, includes reduced trading fees on the exchange, participation in token sales on Binance Launchpad, and powering transactions on the BNB Chain.Robust BNB Chain: offers a cost-effective and efficient platform for dApps, and NFTs, making it a popular alternative to Ethereum for developers and users.Burn Mechanism: Binance regularly conducts "token burns" of BNB, which reduces the total supply and can contribute to price appreciation over time. Binance is the most skillful in controlling supply for appreciation and minimizing the downside risk of their own token, as demonstrated by BNB performance.
5. Cardano (ADA)
Cardano is a blockchain platform known for its research-driven, peer-reviewed approach to development, aiming to provide a more secure and scalable infrastructure for dApps and smart contracts.
Scientific Approach: Cardano's development is rooted in academic research and formal verification, which emphasizes security and stability, potentially leading to a more robust and reliable platform in the long run.Sustainable Model: Cardano focuses on sustainability and aims to be a blockchain for long-term societal impact.Growing Ecosystem: While sometimes slower in development compared to others, Cardano's ecosystem continues to grow, with increasing numbers of dApps and projects building on its platform.Staking Rewards: Users can stake ADA to secure the network and earn rewards, incentivizing long-term holding.
Important Considerations for Altcoin Investments
Market Cycles: The crypto market is highly cyclical. Understanding bull and bear markets is crucial.Bitcoin Dominance: Often, an "altcoin season" occurs when Bitcoin's dominance (its share of the total crypto market) decreases, and capital flows into altcoins.Macroeconomic Factors: Global economic conditions, inflation, interest rates, and geopolitical events significantly influence the crypto market. Potential interest rate cuts by the U.S. Federal Reserve in 2025 could increase liquidity and benefit risk assets like altcoins, while a that liquidity might concentrate in an asset bubble posing even a greater risk.Regulatory Landscape: Regulatory clarity or restrictions in major markets can profoundly impact altcoin growth. Do not forget that hostility toward crypto have not been erradicated.Technological Advancements: Look for projects that offer genuine innovation, solve real-world problems, and have strong development teams.Risk Management: Never invest more than you can afford to lose, and consider diversifying your portfolio across different altcoins and other asset classes.
This information is based on current market trends and analysis (general announcements and fundamentals covered superficially for brevity). The crypto market is highly volatile, and future performance is not guaranteed. Yet, they certainly have the greatest advantage to continue performing as networks, although the price of the token is a different subject. Nobody knows whether the rally is discounting the future growth irrespective of how price affects the utility of the token in the long run.
#altcoins #AltcoinBreakout
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