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Have been totally inactive trading for most of this yr but clear uncorrelated bid on btc is persistent and now seeing a fairly widespread bid on alts (memes, ai, privacy, cabal coins) btc reaction at current resistance level this week should be pivotal/instructive

privacy coins have been a dead category for a long time but deregulation + capital flight (china, US) are interesting new catalysts that have kind of materialized recently will be looking in how to play this besides simply xmr zec and other dinos (particularly if onchain

breadth onchain expanding also early movers (eg fartcoin) -> bids expand to previous beaten down winners -> liq flows to new pairs & new runners emerge seems we're at step 2 but again can all be cut short by change in behavior of BTC

market is clearly being held up by some price insensitive TWAPooor but until we verify they don't have infinite money, we play the game

as for the AI narrative, the news in the external/real world is erosion of american exceptionalism huawei is eating the hardware side's (nvidia's) lunch with a new powerful chip and deepseek is eating the LLM/gen AI side with a new highly cheap/efficient model which allows us

Picking up some cheap bottomed out RWA exposure $elx

end of relative strength?

a lot of alts where traders are willing to step in to buy the dip (even shallow ones) but capital dries up when facing resistance levels

everyone's goal should be to become rich enough that everything looks like risk and you become a doomer

Blink and now btc is no longer digital gold; tech stonk again

we caught the onchain runner

the americans-going-to-sleep-but-asians-don't-care and-euros-don't-have-enough-money dip

amazing

Some projects try to extract from day 1 XNET ⓧ been building for years, have a live revenue generating network & ongoing deal with AT&T And insiders burning own tokens to show long term commitment

The boop sol LP side is rehypothecated about 1000x across 300 kols

Haven't mentioned in a while but $GATSBY has kept shipping Only product i've found that lets you query blockchain data directly with natural language, like using an LLM (rather than having to be a block explorer sleuth) They are expanding from evm to sol also The 90 sec video

9th straight green day on the nasdaq is where you really want to start getting that leverage on heavy

that said, BTC risk appetite still strong even at these levels CB premium healthy, in line with when it trades high 90k's/100k's cumulative ETF flows breaking back to highs if saylor really does raise $80+ billion, that would be weeks of buy pressure

sadly the new generation will never know the joys of 2017 prices

71k burn? Those are rookie numbers. Try 100k. Gmnet, XNET ⓧ / XNET Foundation ⓧ 📶