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Polkadot made a huge splash back in 2021 with its Parachain solution, aiming to be the top Layer-0 in the blockchain space. I remember all the YouTube videos hyping up the tech, with many believing Polkadot would be the future heart of blockchain. The price of DOT soared as everyone wanted a piece of this promising project.
Then came the 2022 crypto winter, which wiped out all those gains. DOT's price crashed from 55 USD to just 3 USD, making it one of the market’s biggest letdowns. It’s been stuck near the bottom ever since, with no real signs of a rebound. Some blamed the Web3 Foundation for a lack of marketing, and the market itself shifted, with cross-chain solutions becoming less of a hot topic.
But Polkadot isn't giving up. Recently, they dropped the parachain slot auctions and are moving to a new model called Agile Coretime. This allows developers to rent blockspace on demand instead of through a long-term auction lease [1]. Another big move is the official launch of the Polkadot Capital Group (PCG). This new division is specifically focused on attracting TradFi institutions to the ecosystem - a strategy that top players like BTC, ETH, SOL, TRX, and LINK have already embraced.
The PCG's main goal is to bridge Wall Street and Web3. They’ll provide institutions with the tools and guidance needed to adopt blockchain technology on a large scale. Their focus areas include RWA, Staking & DeFi, CEX & DEX, Education & Data. By targeting these areas, Polkadot hopes to attract institutional capital and participation, strengthening its market position and boosting the entire ecosystem [2].
This progress may be slow, but it's a reason for DOT holders to stay optimistic and hope for a comeback. I really hope Polkadot succeeds and sticks around. It's an essential service that the blockchain world will need when the market truly matures and becomes widely adopted.
I'd like to get your opinion on this:
References:
1. Introduction to Agile Coretime
2. Polkadot Launches Institutional Arm to Bridge Wall Street and Web3
Then came the 2022 crypto winter, which wiped out all those gains. DOT's price crashed from 55 USD to just 3 USD, making it one of the market’s biggest letdowns. It’s been stuck near the bottom ever since, with no real signs of a rebound. Some blamed the Web3 Foundation for a lack of marketing, and the market itself shifted, with cross-chain solutions becoming less of a hot topic.
But Polkadot isn't giving up. Recently, they dropped the parachain slot auctions and are moving to a new model called Agile Coretime. This allows developers to rent blockspace on demand instead of through a long-term auction lease [1]. Another big move is the official launch of the Polkadot Capital Group (PCG). This new division is specifically focused on attracting TradFi institutions to the ecosystem - a strategy that top players like BTC, ETH, SOL, TRX, and LINK have already embraced.
The PCG's main goal is to bridge Wall Street and Web3. They’ll provide institutions with the tools and guidance needed to adopt blockchain technology on a large scale. Their focus areas include RWA, Staking & DeFi, CEX & DEX, Education & Data. By targeting these areas, Polkadot hopes to attract institutional capital and participation, strengthening its market position and boosting the entire ecosystem [2].
This progress may be slow, but it's a reason for DOT holders to stay optimistic and hope for a comeback. I really hope Polkadot succeeds and sticks around. It's an essential service that the blockchain world will need when the market truly matures and becomes widely adopted.
I'd like to get your opinion on this:
- Are you familiar with Polkadot or have you ever invested in the DOT token?
- Do you think these upgrades and the PCG are enough to save DOT this cycle?
- Would you continue to hold DOT or buy DOT after learning about PCG?
References:
1. Introduction to Agile Coretime
2. Polkadot Launches Institutional Arm to Bridge Wall Street and Web3
We often hear about the potential threat that quantum computers pose to blockchain security down the road, and experts are always quick to remind us that they're working on quantum-resistant solutions. But right now, there's a more immediate threat on the horizon that people aren't talking about: Qubic.
Qubic is a PoW blockchain that boosts its profits by using computing power to train an AI model called AIgarth and mine other PoW coins on the market. The risky part is that Qubic's focus on profit is making it incredibly powerful. In fact, it's gotten so powerful that it's now a serious threat to Monero, with over 3 GH/s of computing power.
Now, after Monero, the Qubic community is reportedly looking to attack Dogecoin, a much bigger PoW blockchain with over 3 PH/s. This is a massive target for Qubic's current capabilities, but it's not out of the question if its network keeps growing. It might even be a marketing tactic to grab attention!
Other, weaker PoW blockchains like Dash, Raven Coin, Zcash, Bitcoin Gold, Horizen, and Komodo could be Qubic's next victims. An attack on any of these could create a "black swan" event in the crypto market, even if the situation isn't as bad as it seems. Other major PoW blockchains like Bitcoin, Bitcoin Cash, Dogecoin, and Litecoin are still out of Qubic's reach.
I'm truly surprised that the crypto community isn't discussing or condemning Qubic's actions. Behavior like threatening, attacking, or manipulating other blockchains shouldn't be considered normal in a free-market environment, especially since it puts so many users' assets at risk. If Qubic can alter how Monero operates, XMR holders could face massive losses.
While I'm not a blockchain tech expert, I can't think of any simple solutions. It seems like PoW blockchain development teams should be taking these risks seriously and evolving their protocols to a new level to defend against potential attacks from Qubic and other similar projects in the future.
I would like to know your opinion on this matter:
References:
1. Monero’s 51% Attack Problem: Inside Qubic’s Controversial Network Takeover
2. After Attacking Monero, Qubic Sets Its Sights on Dogecoin—Here's Why
Qubic is a PoW blockchain that boosts its profits by using computing power to train an AI model called AIgarth and mine other PoW coins on the market. The risky part is that Qubic's focus on profit is making it incredibly powerful. In fact, it's gotten so powerful that it's now a serious threat to Monero, with over 3 GH/s of computing power.
Now, after Monero, the Qubic community is reportedly looking to attack Dogecoin, a much bigger PoW blockchain with over 3 PH/s. This is a massive target for Qubic's current capabilities, but it's not out of the question if its network keeps growing. It might even be a marketing tactic to grab attention!
Other, weaker PoW blockchains like Dash, Raven Coin, Zcash, Bitcoin Gold, Horizen, and Komodo could be Qubic's next victims. An attack on any of these could create a "black swan" event in the crypto market, even if the situation isn't as bad as it seems. Other major PoW blockchains like Bitcoin, Bitcoin Cash, Dogecoin, and Litecoin are still out of Qubic's reach.
I'm truly surprised that the crypto community isn't discussing or condemning Qubic's actions. Behavior like threatening, attacking, or manipulating other blockchains shouldn't be considered normal in a free-market environment, especially since it puts so many users' assets at risk. If Qubic can alter how Monero operates, XMR holders could face massive losses.
While I'm not a blockchain tech expert, I can't think of any simple solutions. It seems like PoW blockchain development teams should be taking these risks seriously and evolving their protocols to a new level to defend against potential attacks from Qubic and other similar projects in the future.
I would like to know your opinion on this matter:
- Are you worried about a well-known PoW blockchain like Monero being 51% attacked by Qubic?
- Is the existence and development of Qubic completely normal in a free-market competition?
- Is there a way to stop Qubic's expansion and the weaponization of its computing power?
References:
1. Monero’s 51% Attack Problem: Inside Qubic’s Controversial Network Takeover
2. After Attacking Monero, Qubic Sets Its Sights on Dogecoin—Here's Why
The crypto market is absolutely buzzing right now, hitting an exciting altseason! We're seeing spot ETH ETF inflows outpace even spot BTC ETFs, companies are stacking up ETH, and the buzz around ETH's role in the digital economy is growing louder by the day. The fact that tens of thousands of old BTC haven't dragged its price below 100K USD is a strong testament to the market's current strength.
Everyone's glued to their screens, dissecting trends and charts, hoping to catch the next big wave this altseason. Meanwhile, I've been consistently DCA into BTC and other top coins. I even locked in some profits on BTC at 100K USD, 110K USD, and 120K USD. This is exactly when I start strategizing my exit before the inevitable crypto winter sets in.
I don't buy into the idea that the 4-year crypto market cycle is dead, despite what some market CEOs are suggesting. I firmly believe the BTC halving still packs a punch for the crypto market, even if it's just from a sentiment perspective, especially since the broader economy also follows a roughly 4-year cycle. No asset can surge forever: a correction is healthy and necessary to cleanse the market and bring assets back to their true value. I learned this the hard way in the 2021 season, where I missed out on most of my potential gains because I held out for a "super cycle" that would push BTC to 100K USD.
Considering BTC peaked in November 2013, December 2017, and November 2021, I'm eyeing November 2025 as my window to exit the market. I'd rather not wait for a clear market collapse signal in Q1 2026. If clear signals aren't there, I'll plan to exit around November 15th or November 30th this year to safeguard my profits.
Knowing when you have enough usually brings a sense of peace. I'm mentally preparing myself to potentially miss out on further rallies, meaning I won't have any regrets if the market absolutely explodes after I take my profits. My plan is to hold USDT and patiently wait for the market bottom so I can start DCA into BTC again for the next cycle.
I'd like to get your opinion on this:
Everyone's glued to their screens, dissecting trends and charts, hoping to catch the next big wave this altseason. Meanwhile, I've been consistently DCA into BTC and other top coins. I even locked in some profits on BTC at 100K USD, 110K USD, and 120K USD. This is exactly when I start strategizing my exit before the inevitable crypto winter sets in.
I don't buy into the idea that the 4-year crypto market cycle is dead, despite what some market CEOs are suggesting. I firmly believe the BTC halving still packs a punch for the crypto market, even if it's just from a sentiment perspective, especially since the broader economy also follows a roughly 4-year cycle. No asset can surge forever: a correction is healthy and necessary to cleanse the market and bring assets back to their true value. I learned this the hard way in the 2021 season, where I missed out on most of my potential gains because I held out for a "super cycle" that would push BTC to 100K USD.
Considering BTC peaked in November 2013, December 2017, and November 2021, I'm eyeing November 2025 as my window to exit the market. I'd rather not wait for a clear market collapse signal in Q1 2026. If clear signals aren't there, I'll plan to exit around November 15th or November 30th this year to safeguard my profits.
Knowing when you have enough usually brings a sense of peace. I'm mentally preparing myself to potentially miss out on further rallies, meaning I won't have any regrets if the market absolutely explodes after I take my profits. My plan is to hold USDT and patiently wait for the market bottom so I can start DCA into BTC again for the next cycle.
I'd like to get your opinion on this:
- Are you in profit or loss in the crypto market?
- Do you plan to exit the market this season?
- What's your exit plan?
What a week we just had for BTC and a bunch of altcoins in the market! BTC blew past the 112K USD range and set a new ATH at 123K USD. As someone who loves and holds BTC, I'm so thrilled I can barely sleep. All I want to do is open up TradingView and just stare at the artistic masterpiece unfolding on the BTC price chart. I bet a lot of BTC holders are feeling the exact same way!
However, what I'm noticing is that people aren't really experiencing FOMO yet. A lot of KOLs are still talking about risks and reminding everyone to be cautious. Maybe they're waiting to see BTC price retest 112K USD to confirm support before the uptrend continues
Personally, I can't wait for that. I'm definitely feeling the FOMO, but not to buy more, actually to sell! I'm just so afraid of missing out on the chance to take some profit from my BTC. Before this, I took profit twice when BTC first hit 100K USD and then 110K USD. This time, I had to adjust my plan. Instead of waiting until 125K USD, I sold some BTC as soon as it dropped from 123K USD to 120K USD. So, I've now taken profit 3 times, recovered all my initial capital, and secured some nice profit for the next crypto winter. From now on, no matter where the crypto market goes, I'm comfortably in that 5% profit group!
I'm still holding onto 40% of my BTC. I plan to sell another 20% when it hits 150K USD. Many KOLs have talked about this as a potential ATH, and I'm really hoping that happens around November of this year. The remaining 20% will be sold if the BTC price drops below the trendline or the EMA34W in the SonicR indicator. I'm not a technical analysis wizard, so I just stick to the most basic criteria to guide my decisions.
I'd like to get your opinion on the market right now:
However, what I'm noticing is that people aren't really experiencing FOMO yet. A lot of KOLs are still talking about risks and reminding everyone to be cautious. Maybe they're waiting to see BTC price retest 112K USD to confirm support before the uptrend continues
Personally, I can't wait for that. I'm definitely feeling the FOMO, but not to buy more, actually to sell! I'm just so afraid of missing out on the chance to take some profit from my BTC. Before this, I took profit twice when BTC first hit 100K USD and then 110K USD. This time, I had to adjust my plan. Instead of waiting until 125K USD, I sold some BTC as soon as it dropped from 123K USD to 120K USD. So, I've now taken profit 3 times, recovered all my initial capital, and secured some nice profit for the next crypto winter. From now on, no matter where the crypto market goes, I'm comfortably in that 5% profit group!
I'm still holding onto 40% of my BTC. I plan to sell another 20% when it hits 150K USD. Many KOLs have talked about this as a potential ATH, and I'm really hoping that happens around November of this year. The remaining 20% will be sold if the BTC price drops below the trendline or the EMA34W in the SonicR indicator. I'm not a technical analysis wizard, so I just stick to the most basic criteria to guide my decisions.
I'd like to get your opinion on the market right now:
- Do you think FOMO is back in the market?
- Do you plan to buy or sell BTC?
- What do you think will be the ATH BTC can reach this season in USD?
We've talked about managing our crypto assets as we get older, the ins and outs of inheriting crypto, and when to start teaching our kids about it. But there's one thing we haven't really considered: their active involvement in this market, instead of just passively taking our advice.
I truly believe that over the next 10 to 20 years, careers in the blockchain and crypto space will be an unstoppable trend, much like the huge wave of IT jobs we saw 10 or 15 years ago. Right now, the number of people working in blockchain and crypto is pretty small, but most of them earn really high salaries compared to the average. This is definitely going to draw in more talent once more countries around the world get their crypto legal frameworks in place.
I even tried my hand at blockchain programming with the Rust language once, but it was pretty complex, so I decided to stick to my strengths. However, I'm confident my kids can do better, and I see them taking on many roles in this promising market down the road.
If my child wants to pursue an engineering path, they could become a blockchain developer or focus on integrating blockchain into various businesses. On the flip side, if finance is more their thing, they could work in a bank and specialize in crypto-related services. While AI can handle a lot of jobs, the human element will always be incredibly important.
Traders and data analysts are also quite appealing roles, but I wouldn't want them to become social media KOLs. That's just too risky due to the threat of kidnappers. Regardless, if my child genuinely loves blockchain technology and the crypto market, I will absolutely support them. And if they lean towards other fields like sports, science, or art, I'll respect and support those passions too.
I'd like to get your opinion on this.
I truly believe that over the next 10 to 20 years, careers in the blockchain and crypto space will be an unstoppable trend, much like the huge wave of IT jobs we saw 10 or 15 years ago. Right now, the number of people working in blockchain and crypto is pretty small, but most of them earn really high salaries compared to the average. This is definitely going to draw in more talent once more countries around the world get their crypto legal frameworks in place.
I even tried my hand at blockchain programming with the Rust language once, but it was pretty complex, so I decided to stick to my strengths. However, I'm confident my kids can do better, and I see them taking on many roles in this promising market down the road.
If my child wants to pursue an engineering path, they could become a blockchain developer or focus on integrating blockchain into various businesses. On the flip side, if finance is more their thing, they could work in a bank and specialize in crypto-related services. While AI can handle a lot of jobs, the human element will always be incredibly important.
Traders and data analysts are also quite appealing roles, but I wouldn't want them to become social media KOLs. That's just too risky due to the threat of kidnappers. Regardless, if my child genuinely loves blockchain technology and the crypto market, I will absolutely support them. And if they lean towards other fields like sports, science, or art, I'll respect and support those passions too.
I'd like to get your opinion on this.
- Would you guide your children to participate in the blockchain-crypto career market?
- What profession in this market do you think your children would be suited for?
- Will AI take over all human jobs in these spaces?
Should crypto projects follow public companies in buying BTC reserves?
Lately, I've noticed a trend where some crypto projects, like Cardano and Polkadot, are proposing to build their own strategic Bitcoin reserve funds 1,2. It seems like less successful projects are trying to mimic public companies by converting some of their native tokens into BTC reserves.
To me, crypto projects are inherently about innovation and developing solutions for the blockchain market's future. They're not just tools to accumulate or invest in BTC. Their core purpose is to build and grow! I recall that Cardano actually raised over 60M USD worth of BTC during its 2017 ICO 3. That BTC was then sold off to cover operational costs for developing their current platform. So, the idea of accumulating BTC again strikes me as a bit odd. It makes me question their long-term vision and whether they've strayed from their original purpose.
Let's not forget the case of BlockOne. They became well-known for accumulating a large amount of BTC instead of focusing on their own EOS token. We all saw how Eos struggled and almost vanished from the market. This is definitely a cautionary tale about what happens when a development team shifts its focus to BTC instead of nurturing its own ecosystem.
Finally, I'm genuinely concerned that deciding to build such a BTC reserve fund could make a project's community doubt its potential and true goals. It might signal a lack of confidence in their native token and their own mission. This could potentially trigger a sell-off of their native token, plunging the project into crisis even before it officially fails and disappears.
I'd like to get your thoughts on this:
References:
1. Cardano Eyes Bitcoin for Its $1.2B Treasury, Charles Hoskinson Floats $100M BTC Bet
2. Polkadot Members Rally Around Strategic Bitcoin Reserve Proposal
3. Cardano (ADA) ICO
To me, crypto projects are inherently about innovation and developing solutions for the blockchain market's future. They're not just tools to accumulate or invest in BTC. Their core purpose is to build and grow! I recall that Cardano actually raised over 60M USD worth of BTC during its 2017 ICO 3. That BTC was then sold off to cover operational costs for developing their current platform. So, the idea of accumulating BTC again strikes me as a bit odd. It makes me question their long-term vision and whether they've strayed from their original purpose.
Let's not forget the case of BlockOne. They became well-known for accumulating a large amount of BTC instead of focusing on their own EOS token. We all saw how Eos struggled and almost vanished from the market. This is definitely a cautionary tale about what happens when a development team shifts its focus to BTC instead of nurturing its own ecosystem.
Finally, I'm genuinely concerned that deciding to build such a BTC reserve fund could make a project's community doubt its potential and true goals. It might signal a lack of confidence in their native token and their own mission. This could potentially trigger a sell-off of their native token, plunging the project into crisis even before it officially fails and disappears.
I'd like to get your thoughts on this:
- Should crypto projects build BTC reserve funds, or should they focus all their resources on developing their own ecosystems and solutions?
- Will ADA & DOT prices be supported if they have BTC reserve funds?
- Are you planning to buy ADA and DOT? Or will you sell them from your account?
References:
1. Cardano Eyes Bitcoin for Its $1.2B Treasury, Charles Hoskinson Floats $100M BTC Bet
2. Polkadot Members Rally Around Strategic Bitcoin Reserve Proposal
3. Cardano (ADA) ICO
It's clear we've seen a lot of buzz around different sectors like L1s, L2s, L3s, Oracles, DeFi, GameFi, RWA, AI, and DePIN. Many of us expected these to spark a massive altseason and really drive the crypto market forward in 2024-2025 after BTC's big wins. But let's be honest, things haven't exactly unfolded that way. While we've enjoyed some mini-altseasons, especially with Restaking and AI, BTC dominance has just kept climbing, showing us we're really in a "bitseason," not an "altseason".
It's a tough pill to swallow, but it also makes sense why so many investors are holding onto altcoins rather than BTC. I believe this largely stems from the incredibly successful altseason back in 2021. That boom led many investors and even KOLs to think that BTC time was over and that altcoins, with their tech advancements and real-world applications, would take center stage. But, as we've learned, the whales often have a different plan in mind, and they certainly kept us on our toes!
Right now, from my perspective, spot ETFs could be the fresh narrative that really propels the entire crypto market in the latter half of 2025. We're seeing dozens of spot ETF proposals for altcoins currently under review by the SEC [1], and it's interesting to note that token prices are already getting some decent support even before these ETFs get the green light [2].
Of course, we remember the initial challenges with the BTC and ETH spot ETFs, where we saw immediate outflows after launch due to selling pressure from Grayscale's clients. It's possible this could happen again with new altcoin spot ETFs. However, I truly believe that ETFs will ultimately be a crucial gateway, making it much easier for capital to flow into the crypto market. When we combine this with a clearer regulatory framework and potential interest rate cuts from the FED, I'm optimistic that the crypto market will see strong growth in the coming months. And yes, that growth will certainly help meet investor expectations – including the whales profit-taking needs!
I'd like to hear your thoughts on this:
References:
[1] Crypto ETFs Watchlist: Key Filings, Players & Status Updates
[2] Solana's SOL Jumps 5% on Report of Spot ETF Development
It's a tough pill to swallow, but it also makes sense why so many investors are holding onto altcoins rather than BTC. I believe this largely stems from the incredibly successful altseason back in 2021. That boom led many investors and even KOLs to think that BTC time was over and that altcoins, with their tech advancements and real-world applications, would take center stage. But, as we've learned, the whales often have a different plan in mind, and they certainly kept us on our toes!
Right now, from my perspective, spot ETFs could be the fresh narrative that really propels the entire crypto market in the latter half of 2025. We're seeing dozens of spot ETF proposals for altcoins currently under review by the SEC [1], and it's interesting to note that token prices are already getting some decent support even before these ETFs get the green light [2].
Of course, we remember the initial challenges with the BTC and ETH spot ETFs, where we saw immediate outflows after launch due to selling pressure from Grayscale's clients. It's possible this could happen again with new altcoin spot ETFs. However, I truly believe that ETFs will ultimately be a crucial gateway, making it much easier for capital to flow into the crypto market. When we combine this with a clearer regulatory framework and potential interest rate cuts from the FED, I'm optimistic that the crypto market will see strong growth in the coming months. And yes, that growth will certainly help meet investor expectations – including the whales profit-taking needs!
I'd like to hear your thoughts on this:
- Are altcoin spot ETFs a new trend for the market to enter an altseason and uptrend in the next few months?
- Are there any loopholes in spot ETFs that could cause the market to collapse into the next crypto winter?
- Are you planning to buy any specific tokens because the SEC is evaluating a spot ETF for them?
References:
[1] Crypto ETFs Watchlist: Key Filings, Players & Status Updates
[2] Solana's SOL Jumps 5% on Report of Spot ETF Development
It's clear we're seeing some serious corporate action when it comes to accumulating BTC for businesses. Honestly, the list of big companies holding BTC just keeps getting longer, and the crypto community isn't buzzing as much over news updates like "this company bought a few hundred BTC" or "that company snagged a few thousand BTC". Even I'm not overly impressed with the amount of BTC Strategy is accumulating anymore – maybe we just got used to this pretty fast!
However, most of the companies currently accumulating BTC aren't the absolute giants in the market. Back in late 2024, shareholders at Microsoft and Amazon passed on accumulating BTC, and we recently heard that Meta made a similar decision. This is interesting, especially since Meta wants to roll out a stablecoin to really dive deeper into the crypto market. This news might have been a bit of a letdown for some crypto investors hoping to see the whole world jump on the BTC bandwagon and push prices up fast.
Personally, I think this is totally normal. Microsoft, Amazon, and Meta are all massive companies. Every single decision they make is crucial and can really impact the direction of an entire empire. They simply have too much to protect, and they're willing to wait to make sure their future decisions are super safe.
Looking at this from a positive angle, crypto investors should actually be happy that these huge corporations are still holding off on BTC. This means we're truly still early investors, and the opportunity for us in this market is just massive. I'd be more concerned if a ton of big companies suddenly piled into BTC, that could trigger an unsustainable bubble that might pop at any time.
I'd like to get your opinion on this:
References:
However, most of the companies currently accumulating BTC aren't the absolute giants in the market. Back in late 2024, shareholders at Microsoft and Amazon passed on accumulating BTC, and we recently heard that Meta made a similar decision. This is interesting, especially since Meta wants to roll out a stablecoin to really dive deeper into the crypto market. This news might have been a bit of a letdown for some crypto investors hoping to see the whole world jump on the BTC bandwagon and push prices up fast.
Personally, I think this is totally normal. Microsoft, Amazon, and Meta are all massive companies. Every single decision they make is crucial and can really impact the direction of an entire empire. They simply have too much to protect, and they're willing to wait to make sure their future decisions are super safe.
Looking at this from a positive angle, crypto investors should actually be happy that these huge corporations are still holding off on BTC. This means we're truly still early investors, and the opportunity for us in this market is just massive. I'd be more concerned if a ton of big companies suddenly piled into BTC, that could trigger an unsustainable bubble that might pop at any time.
I'd like to get your opinion on this:
- Does the rejection by tech giants make you less confident in BTC's potential?
- If you were the owner of Meta or Amazon, would you easily agree to accumulate more BTC?
- When do you think these tech giants will start accumulating BTC?
References:
Sui hopped into the blockchain scene in 2023 and quickly grabbed investor attention. Its efficient solutions and an awesome price jump throughout 2024, soaring from 0.4 USD to 5 USD, really made waves. Lots of key opinion leaders often pointed to Sui's success to back up their market insights and show off their investment skills. I even found out about Sui from their YouTube videos!
However, just a few days ago, on May 22, 2025, Cetus, which is the biggest centralized exchange in the Sui ecosystem, got hit by an attack, leading to a loss of over 200M USD [1]. The fallout wasn't too bad: only a few tokens saw sharp price drops, and SUI's price barely budged. This was because the issue wasn't with Sui blockchain's tech but rather with Cetus's protocol. Still, Sui's actions afterward really got the community buzzing.
Sui froze the hackers' accounts through a consensus mechanism among its validators [2]. While this might seem like a sensible move to lessen the hack's impact, it definitely makes you wonder about how truly decentralized the Sui ecosystem actually is. Users suddenly realized Sui might not be as truly decentralized a blockchain as they'd thought, which means the perceived value of the Sui blockchain has officially taken a hit. After looking into it more, I found out that Solana, Bnb chain, and Polygon also seem to have similar "features" to help save their ecosystems in urgent situations during their early development stages.
I missed my shot with Sui and used to regret not accumulating SUI when many key opinion leaders predicted Sui would be as successful as Solana. But after this whole event, I'm honestly not very keen on investing in SUI anymore. I'm feeling good sticking with top coins like BTC, ETH, XRP, and ADA this season.
I'd like to get your opinion on this:
References:
1. Sui's Biggest Liquidity Provider Hacked for $223M, Causing Sui-Based Tokens to Plummet
2. Sui validators freeze majority of stolen funds in $220M Cetus hack
However, just a few days ago, on May 22, 2025, Cetus, which is the biggest centralized exchange in the Sui ecosystem, got hit by an attack, leading to a loss of over 200M USD [1]. The fallout wasn't too bad: only a few tokens saw sharp price drops, and SUI's price barely budged. This was because the issue wasn't with Sui blockchain's tech but rather with Cetus's protocol. Still, Sui's actions afterward really got the community buzzing.
Sui froze the hackers' accounts through a consensus mechanism among its validators [2]. While this might seem like a sensible move to lessen the hack's impact, it definitely makes you wonder about how truly decentralized the Sui ecosystem actually is. Users suddenly realized Sui might not be as truly decentralized a blockchain as they'd thought, which means the perceived value of the Sui blockchain has officially taken a hit. After looking into it more, I found out that Solana, Bnb chain, and Polygon also seem to have similar "features" to help save their ecosystems in urgent situations during their early development stages.
I missed my shot with Sui and used to regret not accumulating SUI when many key opinion leaders predicted Sui would be as successful as Solana. But after this whole event, I'm honestly not very keen on investing in SUI anymore. I'm feeling good sticking with top coins like BTC, ETH, XRP, and ADA this season.
I'd like to get your opinion on this:
- Are you investing in SUI?
- Did you suffer any losses in the Cetus hack?
- Does the truth about Sui's decentralization make you question the value of the Sui blockchain?/li]
References:
1. Sui's Biggest Liquidity Provider Hacked for $223M, Causing Sui-Based Tokens to Plummet
2. Sui validators freeze majority of stolen funds in $220M Cetus hack
Coinbase with 2.5M BTC is the next weak point in the crypto market?
Coinbase has become super well-known in the market. It was the first crypto company to get listed on the S&P 500 [1] and holds custody of up to 12% of all the BTC out there [2]. I know lots of folks have a ton of faith in Coinbase, but sometimes even Coinbase can't promise total security for everyone using it.
BlackRock also had a deal that let them pull BTC from Coinbase within 12 hours [3], and they're also looking to spread out where they keep their BTC to make things even safer [4]. Just recently, we saw Coinbase get hacked, and some of their customer info was compromised [5].
I still remember Coinbase didn't want to share their Proof of Reserves because they really value all the info about their customers, like how much stuff they have on Coinbase [6]. Now that some of that info has been leaked, it feels like anything could happen, even stuff Coinbase might not expect or be able to handle.
This makes me a bit worried about a possible black swan event down the road if Coinbase gets hit with a big attack and over 2.5 million BTC get stolen from their control. Coinbase is so big now that if it went under, it could be even worse than when Mt Gox collapsed, and they only held around 850K BTC [7].
Since I'm not a US citizen, I don't use Coinbase myself, but if it did collapse, it would totally shake up the whole crypto market and hurt my own investments. I really hope Coinbase is putting the best plans in place to keep their and their customers over 2.5 million BTC super safe.
I'd like to know your perspective on this:
References:
1. Coinbase jumps 24% on S&P 500 inclusion, biggest gain since post-election pop
2. Coinbase: the standard in crypto custody
3. BlackRock Tightens Bitcoin ETF Withdrawal Rules Amid Investor Concerns
4. BlackRock has a new Bitcoin custodian besides Coinbase
5. Coinbase says hackers bribed staff to steal customer data and are demanding $20 million ransom
6. TRON CEO Justin Sun Criticizes Coinbase for Ignoring Proof of Reserves
7. Mt Gox hack explained
BlackRock also had a deal that let them pull BTC from Coinbase within 12 hours [3], and they're also looking to spread out where they keep their BTC to make things even safer [4]. Just recently, we saw Coinbase get hacked, and some of their customer info was compromised [5].
I still remember Coinbase didn't want to share their Proof of Reserves because they really value all the info about their customers, like how much stuff they have on Coinbase [6]. Now that some of that info has been leaked, it feels like anything could happen, even stuff Coinbase might not expect or be able to handle.
This makes me a bit worried about a possible black swan event down the road if Coinbase gets hit with a big attack and over 2.5 million BTC get stolen from their control. Coinbase is so big now that if it went under, it could be even worse than when Mt Gox collapsed, and they only held around 850K BTC [7].
Since I'm not a US citizen, I don't use Coinbase myself, but if it did collapse, it would totally shake up the whole crypto market and hurt my own investments. I really hope Coinbase is putting the best plans in place to keep their and their customers over 2.5 million BTC super safe.
I'd like to know your perspective on this:
- Is Coinbase the next weak point in the crypto market?
- Could Coinbase's collapse drag the entire crypto market into a new crisis?
- Could everything happening with Coinbase be a deliberate setup by market makers?
References:
1. Coinbase jumps 24% on S&P 500 inclusion, biggest gain since post-election pop
2. Coinbase: the standard in crypto custody
3. BlackRock Tightens Bitcoin ETF Withdrawal Rules Amid Investor Concerns
4. BlackRock has a new Bitcoin custodian besides Coinbase
5. Coinbase says hackers bribed staff to steal customer data and are demanding $20 million ransom
6. TRON CEO Justin Sun Criticizes Coinbase for Ignoring Proof of Reserves
7. Mt Gox hack explained
It's pretty clear to see that stablecoins have become a super important piece of the crypto world. They're like the easy on-ramp for funds to flow into the market, and they make figuring out profits a breeze. Plus, they really help keep the market nice and liquid. If crypto's a living thing, then stablecoins are definitely its lifeblood!
Right now, with stablecoins gaining acceptance and lots of countries looking into clear legal guidelines for them, tons of companies are jumping in to issue their own. They've seen the big bucks that Tether and Circle have easily made from U.S. Treasury bills over the years. We've got USD, USDe, RLUSD, USD1, BUIDL, FDUSD, PYUSD, USDX... and a whole bunch more that are escaping my memory right now!
And you know Meta doesn't want to miss out on this action. They definitely had the idea of launching their own stablecoin with Libra and Diem way back when, but those ran into legal roadblocks at the time. You could say they were a bit ahead of the curve when the legal stuff couldn't quite keep up with how fast crypto was growing. Now, Meta's thinking about issuing its own stablecoin to handle payments [1]. It's no shocker to me, because Meta's understood the value of stablecoins for their massive advertising setup for ages. Now that the legal hurdles are clearing, they're gonna be among the first to make a move.
If Meta nails it with a new stablecoin, or even if they just use the USDT or USDC that are already out there, the crypto market is gonna get a massive boost when billions of Meta users become potential crypto holders and investors. The crypto market will see huge capital pouring in, and it's bound to really take off!
I would like to know your opinion on this matter:
References:
[1] Meta Is Looking to Enter Red-Hot Stablecoin Market: Fortune
Right now, with stablecoins gaining acceptance and lots of countries looking into clear legal guidelines for them, tons of companies are jumping in to issue their own. They've seen the big bucks that Tether and Circle have easily made from U.S. Treasury bills over the years. We've got USD, USDe, RLUSD, USD1, BUIDL, FDUSD, PYUSD, USDX... and a whole bunch more that are escaping my memory right now!
And you know Meta doesn't want to miss out on this action. They definitely had the idea of launching their own stablecoin with Libra and Diem way back when, but those ran into legal roadblocks at the time. You could say they were a bit ahead of the curve when the legal stuff couldn't quite keep up with how fast crypto was growing. Now, Meta's thinking about issuing its own stablecoin to handle payments [1]. It's no shocker to me, because Meta's understood the value of stablecoins for their massive advertising setup for ages. Now that the legal hurdles are clearing, they're gonna be among the first to make a move.
If Meta nails it with a new stablecoin, or even if they just use the USDT or USDC that are already out there, the crypto market is gonna get a massive boost when billions of Meta users become potential crypto holders and investors. The crypto market will see huge capital pouring in, and it's bound to really take off!
I would like to know your opinion on this matter:
- Will Meta's entry into the stablecoin sector have a positive impact on the crypto market?
- Will Meta create a new stablecoin or leverage existing stablecoins on the market?
- Are you confused by the dozens of stablecoins currently available?
References:
[1] Meta Is Looking to Enter Red-Hot Stablecoin Market: Fortune
Strategy and Saylor are super well-known in the crypto space because of their BTC-focused approach, and the fact that they've gone all-in to scoop up over 500K BTC. Saylor's way of thinking and his vision have also inspired a bunch of other companies like Tesla, MetaPlanet, and GameStop to stack sats, although they each hold only a few tens of thousands of BTC at most.
But Strategy's top spot in the BTC accumulation game might be challenged by a new fund called Twenty One Capital [1]. With the backing of big names like Tether and SoftBank, I really think Twenty One Capital will be accumulating even more BTC pretty soon, even though the BTC price is relatively high compared to Strategy's average buy-in price.
Competition is gonna fuel growth! This race between Strategy and Twenty One Capital will definitely grab a ton of media attention and at the same time make the BTC supply on the market shrink faster, pushing the market towards a supply crunch sooner. This means the BTC price could hit a new ATH in the near future. However, we also know that Strategy recently mentioned they might have to liquidate some BTC if needed [2]. If at that point, Twenty One Capital also decides to dump hundreds of thousands of BTC, the crypto market would get seriously hurt!
Personally, I'm staying positive and I'm happy Twenty One Capital is joining the party because I think they'll indirectly bring me some gains. But hey, I don't idolize any company or person, they're all just folks trying to make profits for themselves and their investors
I'd love to know your thoughts on this:
References:
[1] Jack Mallers Named CEO of New Bitcoin Powerhouse Twenty One Capital, Plans to Launch With 42,000 BTC
[2] Michael Saylor’s Strategy May Need to Sell BTC at a Loss To Cover Debt, What Does This Mean For the Bitcoin Price?
But Strategy's top spot in the BTC accumulation game might be challenged by a new fund called Twenty One Capital [1]. With the backing of big names like Tether and SoftBank, I really think Twenty One Capital will be accumulating even more BTC pretty soon, even though the BTC price is relatively high compared to Strategy's average buy-in price.
Competition is gonna fuel growth! This race between Strategy and Twenty One Capital will definitely grab a ton of media attention and at the same time make the BTC supply on the market shrink faster, pushing the market towards a supply crunch sooner. This means the BTC price could hit a new ATH in the near future. However, we also know that Strategy recently mentioned they might have to liquidate some BTC if needed [2]. If at that point, Twenty One Capital also decides to dump hundreds of thousands of BTC, the crypto market would get seriously hurt!
Personally, I'm staying positive and I'm happy Twenty One Capital is joining the party because I think they'll indirectly bring me some gains. But hey, I don't idolize any company or person, they're all just folks trying to make profits for themselves and their investors
I'd love to know your thoughts on this:
- Do you think Twenty One Capital can compete fairly with Strategy?
- Could the BTC accumulation race push the BTC price to a new ATH by the end of 2025?
- Does the emergence of Twenty One Capital make you want to hold BTC a little longer?
References:
[1] Jack Mallers Named CEO of New Bitcoin Powerhouse Twenty One Capital, Plans to Launch With 42,000 BTC
[2] Michael Saylor’s Strategy May Need to Sell BTC at a Loss To Cover Debt, What Does This Mean For the Bitcoin Price?
Real World Assets, or RWA, were once seen as a big deal in the crypto market because they had the potential to bring fresh value to lots of different assets, like securities and commodities. Plenty of big players are trying out asset tokenization and getting good vibes back. The sheer size of assets that could be tokenized gives us confidence that the RWA trend could really lead the altcoin season this cycle.
Just a few weeks back, OM was the talk of the town in RWA, having jumped over 500 times from 0.0175 USD to 9.11 USD. It kind of reminded us of how well SOL and AXS did back in 2021. This even got me excited to jump into the RWA trend [1] and get ready to invest in a few other tokens like PENDLE and RSR as soon as the market bounces back and grows when this trade war gets sorted out.
Sadly, things didn't go exactly as planned. It looks like all the hype around OM made us forget to really check out how safe this project was. KOLs were chatting about profits instead of digging into the tokenomics or business models, so we were totally caught off guard by the OM price crash and the accusations against the team [2].
I don't have the tech smarts to really judge how reliable and accurate those accusations and responses are. Even their plan to burn tokens doesn't make me feel any better about OM specifically, or the RWA trend in general. I always try my best to steer clear of risks and uncertainties to keep my capital and profits safe in this market. Lots of folks have been thinking about OM making a big comeback soon, maybe even hitting a new ATH, but I'm just not sure if that's gonna happen. Honestly, I'd rather buy DOGE or PEPE than put my capital and trust in a shaky project right now.
I would like to know your opinion on this issue:
References:
1. coingecko: Top Real World Assets (RWA) Coins by Market Cap
2. Mantra’s OM Crashes 90% in Bizarre Sell-Off as Team Alleges 'Forced Liquidations'
Just a few weeks back, OM was the talk of the town in RWA, having jumped over 500 times from 0.0175 USD to 9.11 USD. It kind of reminded us of how well SOL and AXS did back in 2021. This even got me excited to jump into the RWA trend [1] and get ready to invest in a few other tokens like PENDLE and RSR as soon as the market bounces back and grows when this trade war gets sorted out.
Sadly, things didn't go exactly as planned. It looks like all the hype around OM made us forget to really check out how safe this project was. KOLs were chatting about profits instead of digging into the tokenomics or business models, so we were totally caught off guard by the OM price crash and the accusations against the team [2].
I don't have the tech smarts to really judge how reliable and accurate those accusations and responses are. Even their plan to burn tokens doesn't make me feel any better about OM specifically, or the RWA trend in general. I always try my best to steer clear of risks and uncertainties to keep my capital and profits safe in this market. Lots of folks have been thinking about OM making a big comeback soon, maybe even hitting a new ATH, but I'm just not sure if that's gonna happen. Honestly, I'd rather buy DOGE or PEPE than put my capital and trust in a shaky project right now.
I would like to know your opinion on this issue:
- Do you think the collapse of OM price was inevitable or unexpected?
- Do you still trust and want to participate in the RWA trend this season?
- Will this event negatively impact the uptrend and altseason in 2025?
References:
1. coingecko: Top Real World Assets (RWA) Coins by Market Cap
2. Mantra’s OM Crashes 90% in Bizarre Sell-Off as Team Alleges 'Forced Liquidations'
Wow, talk about a wild ride! It feels like President Trump's at the controls of this crypto roller coaster. We just saw some serious volatility last week, thanks to those tariff announcements from the US. Global stocks took a hit, and BTC dipped to 75K USD, which, I know, sent a lot of investors into panic mode. It definitely raised some flags about a potential trend reversal.
Honestly, none of us saw a trade war between the US and China coming. It's a real black swan event for the whole global economy. I've seen so many friends panic-sell their tokens, and even worse, get their Futures accounts liquidated. And you know how it goes, now all the KOLs are confidently saying the season's over, and we won't see an uptrend or altseason in 2025 because ETH is "failed". It's funny, because just a few months ago, they were just as sure BTC was hitting 200K USD this year, and altcoins would skyrocket with all those spot ETFs.
Even though I took profits on 20% of my BTC when it hit 100K USD, I'm still feeling a bit rattled by this crazy volatility. I've seen a big chunk of my profits vanish, but thankfully, my long-term BTC DCA strategy has kept me from any actual losses. I've still got some stablecoins sitting on the sidelines, and I'm waiting to see which altcoins show strong recovery potential before jumping back in. My original plan was to hold those stablecoins until the 2026 crypto winter to buy BTC, but this black swan event feels like too big of an opportunity to ignore.
We're only in Q2 of 2025, and I still believe the uptrend is possible. This feels a lot like May 2021, when everyone was super pessimistic, but the market will bounce back and hit a new ATH in Q4 after the trade war settled and the economy eased. I'm really hoping history repeats itself, and the patient investors get to take profits while everyone else is FOMO and buying at any price.
I'd like to know your opinion on this:
Honestly, none of us saw a trade war between the US and China coming. It's a real black swan event for the whole global economy. I've seen so many friends panic-sell their tokens, and even worse, get their Futures accounts liquidated. And you know how it goes, now all the KOLs are confidently saying the season's over, and we won't see an uptrend or altseason in 2025 because ETH is "failed". It's funny, because just a few months ago, they were just as sure BTC was hitting 200K USD this year, and altcoins would skyrocket with all those spot ETFs.
Even though I took profits on 20% of my BTC when it hit 100K USD, I'm still feeling a bit rattled by this crazy volatility. I've seen a big chunk of my profits vanish, but thankfully, my long-term BTC DCA strategy has kept me from any actual losses. I've still got some stablecoins sitting on the sidelines, and I'm waiting to see which altcoins show strong recovery potential before jumping back in. My original plan was to hold those stablecoins until the 2026 crypto winter to buy BTC, but this black swan event feels like too big of an opportunity to ignore.
We're only in Q2 of 2025, and I still believe the uptrend is possible. This feels a lot like May 2021, when everyone was super pessimistic, but the market will bounce back and hit a new ATH in Q4 after the trade war settled and the economy eased. I'm really hoping history repeats itself, and the patient investors get to take profits while everyone else is FOMO and buying at any price.
I'd like to know your opinion on this:
- Are you selling or buying tokens?
- Has the uptrend given way to a downtrend this season?
- What is your assessment of the market for the remainder of 2025?
Eos is becoming Vaulta, are you ready to come back to this Blockchain3.0?
Eos, a former market darling, experienced a surge of popularity, particularly during the 2018 bear market where its price defied broader market trends. Dubbed "Blockchain 3.0," Eos was touted as a formidable Ethereum competitor, backed by substantial technological advancements and robust financial resources.
Despite a record-breaking 4B USD ICO, Eos ultimately underperformed due to a confluence of factors: BlockOne's financial mismanagement, a fractured development vision stemming from disagreements with Daniel Larimer, and the emergence of more agile and technically superior competitors. Consequently, Eos failed to achieve a new all-time high during the 2021 bull market, cementing its status as a cautionary tale within the crypto space.
Subsequent revitalization efforts under the ENF proved largely ineffective. Diverse initiatives, including Helios, secure DeFi, GameFi, Inscriptions, EVM compatibility, and the Antelope protocol, failed to reignite the ecosystem's momentum, leading to a sustained price decline and widespread investor disillusionment. Currently, the ecosystem's hopes rest on the RAM & exSat experiment, which is generating renewed, albeit cautious, optimism within the community.
Eos has recently undergone a significant transformation, encompassing a logo and tokenomics overhaul, culminating in a rebranding centered around "Web3 Banking" under the "Vaulta" moniker. This initiative, potentially drawing inspiration from the successful "Vault" concept on DefiBox, will also introduce a new ecosystem token, details of which remain undisclosed.
While the potential impact of this rebranding is uncertain, it appears to be a strategic experiment for Eos, a project seeking to revitalize its image. ENF attributes the project's past struggles to a lack of investment from BlockOne, but this narrative overlooks Solana's remarkable recovery following the FTX collapse. The ENF's attempts to replicate such a revival for Eos in 2022 were ultimately hampered by the crypto winter.
Despite harboring no illusions of success, I will closely monitor Vaulta's development throughout the year. I currently hold no EOS tokens. Fundamentally, I believe a "market purification" is necessary, allowing capital to concentrate on projects that deliver genuine value to the community.
I'd like to know your opinion on this:
Despite a record-breaking 4B USD ICO, Eos ultimately underperformed due to a confluence of factors: BlockOne's financial mismanagement, a fractured development vision stemming from disagreements with Daniel Larimer, and the emergence of more agile and technically superior competitors. Consequently, Eos failed to achieve a new all-time high during the 2021 bull market, cementing its status as a cautionary tale within the crypto space.
Subsequent revitalization efforts under the ENF proved largely ineffective. Diverse initiatives, including Helios, secure DeFi, GameFi, Inscriptions, EVM compatibility, and the Antelope protocol, failed to reignite the ecosystem's momentum, leading to a sustained price decline and widespread investor disillusionment. Currently, the ecosystem's hopes rest on the RAM & exSat experiment, which is generating renewed, albeit cautious, optimism within the community.
Eos has recently undergone a significant transformation, encompassing a logo and tokenomics overhaul, culminating in a rebranding centered around "Web3 Banking" under the "Vaulta" moniker. This initiative, potentially drawing inspiration from the successful "Vault" concept on DefiBox, will also introduce a new ecosystem token, details of which remain undisclosed.
While the potential impact of this rebranding is uncertain, it appears to be a strategic experiment for Eos, a project seeking to revitalize its image. ENF attributes the project's past struggles to a lack of investment from BlockOne, but this narrative overlooks Solana's remarkable recovery following the FTX collapse. The ENF's attempts to replicate such a revival for Eos in 2022 were ultimately hampered by the crypto winter.
Despite harboring no illusions of success, I will closely monitor Vaulta's development throughout the year. I currently hold no EOS tokens. Fundamentally, I believe a "market purification" is necessary, allowing capital to concentrate on projects that deliver genuine value to the community.
I'd like to know your opinion on this:
- Have you ever invested in EOS tokens? What were the results?
- Do you still believe in the future of Eos/Vaulta after this rebranding event?
- Will you invest in this new native token in Vaulta ecosystem?
Will the US token trend lead the entire crypto market into altseason?
The crypto market's current narrative is heavily influenced by US political developments, particularly President Trump's crypto-friendly stance. While he's delivered on numerous pledges, the looming threat of trade wars and a potential financial recession has dampened market enthusiasm. A catalyst is needed to dispel this prevailing fear and uncertainty.
Within this context, US-based tokens are garnering increased attention. Trump's mention of XRP, SOL, and ADA as potential candidates for a crypto reserve fund [1], coupled with Eric Trump's sharing about tax-free benefits for US crypto investments [2], and Coinmarketcap's dedicated "Made in USA tokens" list [3], suggests a strategic buildup. These factors position US tokens for a potential breakout, contingent on a significant market-moving event.
David Sacks' assertion that Trump's mention of XRP, SOL, and ADA was purely due to their marketcap ranking, while seemingly logical, warrants a closer examination. He argues there's "nothing special" about their inclusion [4]. However, a quick glance at CoinMarketCap reveals a nuanced picture. Beyond the giants and stablecoin (BTC, ETH, USDT, USDC), the market cap hierarchy shows: XRP (138B USD), BNB (86B USD), SOL (69B USD), then a significant drop to ADA (26B USD).
Monitoring BNB closely reveals a curious anomaly. Its marketcap, approximating the combined market caps of SOL and ADA, makes its omission from Trump's recent comments conspicuous. A potential explanation lies in the theory that Trump's focus was limited to top-tier "Made in USA" tokens. Given Binance's BNB's non-inclusion on such a list, its exclusion from Trump's remarks would be consistent.
Conspiracy theories are everywhere, and I love thinking about them when the boring market gives us a break and lets us look for interesting stories about the market itself. I think the market needs more momentum to break out, and I won't pass up an opportunity with US tokens if this trend explodes soon. I still remember the rise of Made in China tokens right after Hong Kong was allowed by China to experiment with crypto, many investors made huge profits by seizing that opportunity.
I'd like to know your opinion on this:
References:
[1] Donald Trump Names XRP, SOL, ADA, BTC and ETH as Part of U.S. Crypto Reserve
[2] Eric Trump Confirms U.S.-Based Crypto Projects Will Benefit From Zero Capital Gains Tax
[3] Made in America Tokens
[4] David Sacks says XRP, SOL and ADA are in Trump’s spotlight due to market cap dominance
Within this context, US-based tokens are garnering increased attention. Trump's mention of XRP, SOL, and ADA as potential candidates for a crypto reserve fund [1], coupled with Eric Trump's sharing about tax-free benefits for US crypto investments [2], and Coinmarketcap's dedicated "Made in USA tokens" list [3], suggests a strategic buildup. These factors position US tokens for a potential breakout, contingent on a significant market-moving event.
David Sacks' assertion that Trump's mention of XRP, SOL, and ADA was purely due to their marketcap ranking, while seemingly logical, warrants a closer examination. He argues there's "nothing special" about their inclusion [4]. However, a quick glance at CoinMarketCap reveals a nuanced picture. Beyond the giants and stablecoin (BTC, ETH, USDT, USDC), the market cap hierarchy shows: XRP (138B USD), BNB (86B USD), SOL (69B USD), then a significant drop to ADA (26B USD).
Monitoring BNB closely reveals a curious anomaly. Its marketcap, approximating the combined market caps of SOL and ADA, makes its omission from Trump's recent comments conspicuous. A potential explanation lies in the theory that Trump's focus was limited to top-tier "Made in USA" tokens. Given Binance's BNB's non-inclusion on such a list, its exclusion from Trump's remarks would be consistent.
Conspiracy theories are everywhere, and I love thinking about them when the boring market gives us a break and lets us look for interesting stories about the market itself. I think the market needs more momentum to break out, and I won't pass up an opportunity with US tokens if this trend explodes soon. I still remember the rise of Made in China tokens right after Hong Kong was allowed by China to experiment with crypto, many investors made huge profits by seizing that opportunity.
I'd like to know your opinion on this:
- Do you have any expectations for the success of Made in US tokens in the near future?
- Are you currently holding or looking to invest in any Made in US tokens?
- Are you still waiting for the altseason to continue?
References:
[1] Donald Trump Names XRP, SOL, ADA, BTC and ETH as Part of U.S. Crypto Reserve
[2] Eric Trump Confirms U.S.-Based Crypto Projects Will Benefit From Zero Capital Gains Tax
[3] Made in America Tokens
[4] David Sacks says XRP, SOL and ADA are in Trump’s spotlight due to market cap dominance
Can Pi Network help the crypto market recover from difficulties?
The long-anticipated Pi Network Mainnet launch, slated for February 20, 2025, marks a pivotal moment, with PI trading commencing on major centralized exchanges [1]. This event is monumental, given Pi's expansive global community of approximately 70 million members. Notably, PI's projected market capitalization positions it at #11, eclipsing established projects like Chainlink, Hedera, Stellar, Avalanche, Sui, Litecoin, Bitcoin Cash, and Shiba Inu.
This launch is nothing short of extraordinary. We're witnessing a rare phenomenon, a debut that's truly shattered expectations. The only comparable event I can recall is the explosive entry of Internet Computer's ICP token. While ICP's market cap has since normalized to the #35 position post-FOMO, the initial surge mirrored the intense excitement we're seeing now.
Having observed the PI network from the sidelines, I've refocused my attention on the broader crypto market. The recent BTC correction, dipping below 100K USD and testing the 34-week EMA, has triggered a significant altcoin sell-off and widespread market anxiety. This prolonged period of BTC's sideways consolidation is creating a sense of market fatigue and a lack of clear directional momentum.
The recent surge of Pi, catapulting it into CoinMarketCap's top 20, has undeniably injected volatility and chatter into the market. While acknowledging Pi's current limitations – including an unaudited blockchain, absent smart contract functionality, and a nascent ecosystem [2,3] – I see significant potential upsides. Firstly, Pi's rapid ascent could trigger a wave of FOMO, effectively breaking the market's current stagnation. Secondly, and more importantly, Pi has the potential to onboard tens of millions of users into the crypto space. These individuals, initially drawn by free Pi mining, could evolve into sophisticated investors, diversifying their portfolios with established assets like BTC and other promising altcoins. This new influx could be a catalyst for broader market growth and adoption.
Assuming this scenario unfolds, I anticipate Bitcoin hitting 150K USD and an extended altcoin season stretching to the end of 2025, rewarding astute investors handsomely. Despite the potential for a Binance listing, I will maintain my position of abstaining from purchasing PI this cycle. My assessment remains that PI is fundamentally a memecoin, and therefore, not aligned with my investment strategy.
I would like to know your opinion on this:
References:
1. Pi Network mainnet launch: What it means for pioneers
2. Pi Network Issues Major Warning for All Users – Key Details Inside
3. Pi Network Drops 18% as Vietnam Authorities Issue Legal Warnings
This launch is nothing short of extraordinary. We're witnessing a rare phenomenon, a debut that's truly shattered expectations. The only comparable event I can recall is the explosive entry of Internet Computer's ICP token. While ICP's market cap has since normalized to the #35 position post-FOMO, the initial surge mirrored the intense excitement we're seeing now.
Having observed the PI network from the sidelines, I've refocused my attention on the broader crypto market. The recent BTC correction, dipping below 100K USD and testing the 34-week EMA, has triggered a significant altcoin sell-off and widespread market anxiety. This prolonged period of BTC's sideways consolidation is creating a sense of market fatigue and a lack of clear directional momentum.
The recent surge of Pi, catapulting it into CoinMarketCap's top 20, has undeniably injected volatility and chatter into the market. While acknowledging Pi's current limitations – including an unaudited blockchain, absent smart contract functionality, and a nascent ecosystem [2,3] – I see significant potential upsides. Firstly, Pi's rapid ascent could trigger a wave of FOMO, effectively breaking the market's current stagnation. Secondly, and more importantly, Pi has the potential to onboard tens of millions of users into the crypto space. These individuals, initially drawn by free Pi mining, could evolve into sophisticated investors, diversifying their portfolios with established assets like BTC and other promising altcoins. This new influx could be a catalyst for broader market growth and adoption.
Assuming this scenario unfolds, I anticipate Bitcoin hitting 150K USD and an extended altcoin season stretching to the end of 2025, rewarding astute investors handsomely. Despite the potential for a Binance listing, I will maintain my position of abstaining from purchasing PI this cycle. My assessment remains that PI is fundamentally a memecoin, and therefore, not aligned with my investment strategy.
I would like to know your opinion on this:
- Do you believe in the PI value?
- Will you invest in PI?
- Do you think PI will provide momentum for the crypto market's resurgence?
References:
1. Pi Network mainnet launch: What it means for pioneers
2. Pi Network Issues Major Warning for All Users – Key Details Inside
3. Pi Network Drops 18% as Vietnam Authorities Issue Legal Warnings
Trump's legacy: from millions of barrels of oil to millions of BTC?
During his 2017-2021 presidential term, Donald Trump made a lasting impact on the U.S. economy, particularly in the energy sector. His administration aggressively expanded oil and gas exploration, propelling the U.S. to become the world’s top oil producer and achieve record-high oil exports. Trump also took pride in filling over 700 million barrels in the Strategic Petroleum Reserve [1,2].
However, during the 2025-2029 term, Trump’s legacy may extend beyond oil—to BTC. While he was skeptical of crypto during his first presidency, his stance has undergone a dramatic shift. This term, he has openly embraced digital assets, accepting crypto donations for his campaign and actively criticizing the Biden administration’s regulatory approach to the industry.
Immediately after assuming office, Trump issued an executive order to explore The National Digital Asset Stockpile [3], addressing the expectations of the crypto community and ensuring that the U.S. government’s holdings of over 200K BTC remain off the market. His administration is composed of strong crypto advocates, signaling a shift toward a more pro-crypto stance. This approach positions the U.S. as a potential global leader in the crypto space, aligning with Trump’s broader economic ambitions.
Meanwhile, U.S. Senator Cynthia Lummis has introduced a bill proposing the acquisition of 1M BTC, aiming for the U.S. to control 5% of BTC’s total supply [4]. If approved, this initiative could trigger a worldwide wave of BTC accumulation—essentially, national-scale FOMO.
I hope that over this four-year term, Trump can lead the U.S. to accumulate not just 1M BTC but even more. Such a move would solidify BTC’s role in the global economy, potentially driving its market cap past that of Gold.
A transformation from the Strategic Petroleum Reserve (SPR) to a Strategic Bitcoin Reserve (SBR), from stockpiles of oil to millions of BTC, could mark a defining shift in economic policy. This could cement Trump’s legacy as the first true crypto president of the U.S., ensuring his impact is felt well into the next century.
I would like to know your opinion on this issue:
References:
1. Strategic Petroleum Reserve
2. Fact-Checking Donald Trump On The Strategic Petroleum Reserve
3. Fact Sheet: Executive Order to Establish United States Leadership in Digital Financial Technology
4. Lummis Introduces Strategic Bitcoin Reserve Legislation
However, during the 2025-2029 term, Trump’s legacy may extend beyond oil—to BTC. While he was skeptical of crypto during his first presidency, his stance has undergone a dramatic shift. This term, he has openly embraced digital assets, accepting crypto donations for his campaign and actively criticizing the Biden administration’s regulatory approach to the industry.
Immediately after assuming office, Trump issued an executive order to explore The National Digital Asset Stockpile [3], addressing the expectations of the crypto community and ensuring that the U.S. government’s holdings of over 200K BTC remain off the market. His administration is composed of strong crypto advocates, signaling a shift toward a more pro-crypto stance. This approach positions the U.S. as a potential global leader in the crypto space, aligning with Trump’s broader economic ambitions.
Meanwhile, U.S. Senator Cynthia Lummis has introduced a bill proposing the acquisition of 1M BTC, aiming for the U.S. to control 5% of BTC’s total supply [4]. If approved, this initiative could trigger a worldwide wave of BTC accumulation—essentially, national-scale FOMO.
I hope that over this four-year term, Trump can lead the U.S. to accumulate not just 1M BTC but even more. Such a move would solidify BTC’s role in the global economy, potentially driving its market cap past that of Gold.
A transformation from the Strategic Petroleum Reserve (SPR) to a Strategic Bitcoin Reserve (SBR), from stockpiles of oil to millions of BTC, could mark a defining shift in economic policy. This could cement Trump’s legacy as the first true crypto president of the U.S., ensuring his impact is felt well into the next century.
I would like to know your opinion on this issue:
- Do you expect the U.S. to accumulate millions of BTC during Trump's term?
- Will the U.S. SBR have a positive impact on the growth of BTC and crypto globally?
- Are you holding crypto and waiting for an uptrend driven by the effects of SBR?
References:
1. Strategic Petroleum Reserve
2. Fact-Checking Donald Trump On The Strategic Petroleum Reserve
3. Fact Sheet: Executive Order to Establish United States Leadership in Digital Financial Technology
4. Lummis Introduces Strategic Bitcoin Reserve Legislation
Justin Sun, the founder of Tron, has gained recognition for his bold ideas and willingness to implement them on the Tron blockchain. While some might characterize these ideas as derivative, others see them as strategic adaptations inspired by successful solutions in the cryptocurrency market.
Tron's architecture shares similarities with Ethereum; Tron's aspirations to become a Layer-2 scaling solution for Bitcoin resemble the goals of projects like Stacks; Sun.pump's emergence coincides with the rise of memecoin projects like Pump.fun on Solana. USDD's launch during the 2021 algorithmic stablecoin boom mirrored Terra's UST... Despite the recent surge in TRX price, the long-term success of these adopted concepts on Tron remains to be seen. Many investors primarily associate Tron with its native token TRX and TRC-20 USDT.
Ethena's USDe has piqued investor interest with its promise of staking ETH rewards. However, Justin Sun's USDD 2.0, boasting a 20% yield, raises red flags. The lack of transparency surrounding its yield source echoes the disastrous UST/LUNA collapse in 2022, causing significant losses for investors and bankruptcies across the crypto landscape.
As a cautious investor, I steer clear of USDD 2.0, even if it were USDD 20.0. For secure profit-taking during this crypto cycle, USDT remains my preferred choice. However, should I seek yield while holding a stablecoin during the next crypto winter, USDe presents a more attractive and potentially safer alternative to USDD 2.0.
I would like to know your opinion on this:
References:
Tron's architecture shares similarities with Ethereum; Tron's aspirations to become a Layer-2 scaling solution for Bitcoin resemble the goals of projects like Stacks; Sun.pump's emergence coincides with the rise of memecoin projects like Pump.fun on Solana. USDD's launch during the 2021 algorithmic stablecoin boom mirrored Terra's UST... Despite the recent surge in TRX price, the long-term success of these adopted concepts on Tron remains to be seen. Many investors primarily associate Tron with its native token TRX and TRC-20 USDT.
Ethena's USDe has piqued investor interest with its promise of staking ETH rewards. However, Justin Sun's USDD 2.0, boasting a 20% yield, raises red flags. The lack of transparency surrounding its yield source echoes the disastrous UST/LUNA collapse in 2022, causing significant losses for investors and bankruptcies across the crypto landscape.
As a cautious investor, I steer clear of USDD 2.0, even if it were USDD 20.0. For secure profit-taking during this crypto cycle, USDT remains my preferred choice. However, should I seek yield while holding a stablecoin during the next crypto winter, USDe presents a more attractive and potentially safer alternative to USDD 2.0.
I would like to know your opinion on this:
- Are you interested in revenue-sharing stablecoins as USDe and USDD 2.0?
- Do you think USDD 2.0 will be successful and bring value to Tron?
- Will traditional stablecoins as USDT & USDC be replaced by revenue-sharing stablecoins?
References:
Since yesterday, the crypto community has been abuzz about the memecoin TRUMP, which has now surged past 90 USD on major exchanges like KuCoin, Bybit, OKX, Bitget, and Kraken. What makes this particularly fascinating is that the price spike coincides with President Trump’s confirmation on X, occurring just ahead of his inauguration day.
There has been considerable debate surrounding this event, with opinions divided between support and criticism. Nonetheless, I believe it is entirely legal, as Trump, often regarded as the first "crypto president" of the US, is entitled to act within the bounds of the law. This is similar to his previous initiatives, such as the issuance of multiple NFTs.
My primary focus lies in financial opportunities. Since I am not bold enough to invest in TRUMP at this moment and may have missed its most significant bull run, my attention shifts to the potential positive impact on SOL and the broader Solana ecosystem. Notably, SOL has recently achieved a new ATH at $295.11 USD.
Solana has demonstrated remarkable recovery and growth, largely driven by memecoins. This resurgence began with the Sagaphone + BONK airdrop, followed by pump.fun, and now TRUMP. While other platforms like Ton, Avalanche, and Tron have also ventured into the memecoin space, they haven't achieved comparable results. For example, Tron launched Sun Pump but was not selected by TRUMP.
Congratulations to Solana and the SOL token for this success. However, I must admit that I hope Solana doesn't become solely associated with memecoins. The platform is capable of addressing a broader spectrum of user needs. With its current momentum, I look forward to seeing Solana attract more users and foster development across diverse and impactful sectors such as DeFi, GameFi, NFT, RWA, AI, MoveFi, and DePIN.
I would like to know your opinion on this:
There has been considerable debate surrounding this event, with opinions divided between support and criticism. Nonetheless, I believe it is entirely legal, as Trump, often regarded as the first "crypto president" of the US, is entitled to act within the bounds of the law. This is similar to his previous initiatives, such as the issuance of multiple NFTs.
My primary focus lies in financial opportunities. Since I am not bold enough to invest in TRUMP at this moment and may have missed its most significant bull run, my attention shifts to the potential positive impact on SOL and the broader Solana ecosystem. Notably, SOL has recently achieved a new ATH at $295.11 USD.
Solana has demonstrated remarkable recovery and growth, largely driven by memecoins. This resurgence began with the Sagaphone + BONK airdrop, followed by pump.fun, and now TRUMP. While other platforms like Ton, Avalanche, and Tron have also ventured into the memecoin space, they haven't achieved comparable results. For example, Tron launched Sun Pump but was not selected by TRUMP.
Congratulations to Solana and the SOL token for this success. However, I must admit that I hope Solana doesn't become solely associated with memecoins. The platform is capable of addressing a broader spectrum of user needs. With its current momentum, I look forward to seeing Solana attract more users and foster development across diverse and impactful sectors such as DeFi, GameFi, NFT, RWA, AI, MoveFi, and DePIN.
I would like to know your opinion on this:
- Do you think Trump's launch of the TRUMP memecoin on Solana is a success and a great opportunity for Solana?
- Are you investing in TRUMP and SOL?
- After memecoin, what trend will continue to explode in the Solana ecosystem?