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Bloomberg in disbelief that BTC breaking ATH
100x Long

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Bitcoin’s breakout past $111K is being driven by sustained inflows from corporate treasuries. Despite a murky macro backdrop, BTC still has room to run (to $142k, my earlier prediction) especially as volatility in the bond market makes it increasingly attractive as a hedge, catching up to gold’s strong Q1 performance. ETH/BTC bounced sharply off its lows, but there hasn’t been meaningful follow-through yet. Altcoins aren’t in full-blown risk-on mode. Still, rising retail mania in meme stocks, SPACs, and PIPEs could soon spill over into crypto markets. Alts are facing near-term supply overhangs from upcoming token unlocks — they need positive momentum to re-engage retail reflexivity. Funding and leverage aren’t excessive overall (outside pockets like Hyperliquid whales), but open interest is at record highs as BTC hits new ATHs. Unless there’s a major macro selloff, crypto likely continues its upward grind led by BTC after some post-ATH consolidation. Tactical playbook: Keep dry powder for dip buys Gradually rotate into high-quality alts with strong vested MC/FDV ratios and clear value accrual Consider long gamma positions, retail capital from meme stock rotation may create fresh demand 👇🧵

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When it comes to valuing L1s, especially proof-of-stake chains, I think the market will ultimately zero in on three core pillars: https://t.co/o8tEIDsnbK Asset Value, this is all about the real yield: the fees and MEV flowing back to tokenholders. Right now, SOL is clearly ahead here. 2.Commodity Asset Value, think native token demand for gas, where ETH still dominates. https://t.co/HenzVDdZ0x of Value, this one’s more about token design: how issuance stacks up against burn. Again, ETH leads. I’d also throw in a potential fourth lens: the idea of “assets secured” or an L1’s “on-chain GDP.” In bear markets, valuations might naturally revert to this baseline, kind of like how BTC often trades close to its production cost during downturns. Of course, brand, community, and a little bit of cult-like culture like Monad and Berachain, that’s where premiums come from. Start with real yield and you’ll be comparing income streams before you even think about narrative.

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Respect to the Brahma team for doubling down only on real users, not bots. After their initial NFT drop got flooded with botted traffic, they paused, relaunched, and came back stronger with anti-bot protection, a queue system, and smoother interactions. Now the mint is back live. @BrahmaFi drop is free, unlimited, and now bot-proof. You’ll be minting a soul-bound Tamagotchi-style NFT, your on-chain companion that evolves as you interact with DeFi. Link your Brahma account and let it grow by doing real things: swaps, cross-chain moves, lending, and more. For instance, users from select ecosystems (like Hyperliquid, Berachain) get a head start. If you’re holding $BGT or used the Steddy Teddys NFT before, you begin at a higher level. But you’ve got to stay active to maintain your levels. Hit Level 4 and you’ll be eligible to share 5%+ of the token supply. Bonus: you can deploy AI agents to automate your activity and compound your progress. Here’s how to get started: https://t.co/gfPJ0gds77 1.Register and create your Brahma account https://t.co/Kbdlgi3KQJ “Reward (Mint Live)” on the left panel https://t.co/shzOGYf9rs your Brahma account and mint your NFT

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🚨 THERE"S A MASSIVE SUI HACK UNFOLDING SUI memecoins LP just got hacked. Holders woke up to -75% losses overnight. Brutal. Every swap fails, nobody can buy, nobody can sell. An update of the situation🧵👇 $SUI $CETUS $HIPPO $LOFI $SQUIRT $WAL $SUIMON

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I can't get enough of Binance bullishness. World liberty invested 2B in Binance Today, Binance lists USD1 and BSC eco pumped I am expecting the whole BNB ecosystem to run much harder and these are some of my hidden picks 👇 $LISTA announced their USD1 lending pools and price 2x from May lows $STO congratulated Binance and $WLDFI for the integration and price +30% from May lows $CAKE leads all DEXes $4.7B in 24h volume and is going for custom DeFi hooks, a new launchpad & Binance Wallet integrattions and price pumped 25% $THE continues to reinvent the 3,3, voting mechanism and LPing and already did a +50% from May lows $XVS did a parntnership with World Liberty, saw significant fee growth, where Venus reported a doubling of protocol fees in April 2025, reaching $10.5m and did a 25% from May lows $B acquired by World Liberty, @Binance alpha listed it and did a 600% run My top beta pick👇 $SOLV checked all the boxes: Bitcoin Finance, RWA, Institutions. They are the first Bitcoin product to ever get Halal certification which unlocks over $5T in MENA funds, did a partnership with AVAX, integrating now with World Liberty's USD1, Blackrock and Hamilton Lane backed yields with a $2.5B TVL What else could I be missing?

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