💡Key concepts for surviving in crypto

➡️ Risk-adjusted vs nominal returns — The best trade isn’t the one with the highest % gain, it’s the one with the best reward for the risk taken. Compare assets to broader market trends and volatility before deciding.

➡️ Momentum — Fading strength is like standing in front of a moving train. Weak assets drop because demand is low. Don’t buy weakness, don’t short strength.

➡️ Altcoin categories — Group alts into tiers: strong performers, average, and consistent underperformers. Know what to buy and what to avoid.

➡️ Types of demand — General demand comes from excess liquidity. Structural demand is when an asset outperforms regardless of market conditions — and that’s the one you want.

In short - don’t just play the game, learn the rules that the winners use.

Crypto Mindset✅️

🪙ETH Shows Strength Against BTC Since PoS Transition

CryptoRank reports that ETH/BTC has surpassed its 365-day moving average, signaling a bullish trend for the first time since September 2022.

A rebound from the 0.02 support level sets the stage for potential growth to $9,600 for ETH if Bitcoin remains around $120,000, approaching the 0.08 historical ratio.

Crypto Mindset✅️

First U.S. government-issued stablecoin goes live in Wyoming

Wyoming has introduced FRNT, a stablecoin pegged to the dollar and secured by short-term Treasuries plus a 2% buffer.
The token is already live on major chains like Ethereum, Solana, and Avalanche.

Retail sales will follow after compliance checks, starting via Kraken and Visa Rain cards.

Crypto Mindset✅️

🕯 Bitcoin and the Business Cycle

This chart overlays Bitcoin’s price with the business cycle oscillator - a macro tool tracking expansions (green) and contractions (red).

Here’s what stands out:

➡️ Every single Bitcoin cycle top (2013, 2017, 2021) aligned exactly with the peak of the red bar section.

➡️ Those peaks marked overheated macro conditions - late-stage liquidity, risk assets maxed, and BTC euphoria.

➡️ Today? We’re still deep in the green expansion phase. Historically, this is where Bitcoin grinds higher while liquidity remains loose.

Bitcoin doesn’t top in the middle of growth phases.

Crypto Mindset✅️

🇬🇧 British pensions could bring billions into crypto

Even 1% allocation from £3.8 trillion would mean huge inflows.

Crypto Mindset✅️

$320B Ethereum transactions in August – why analysts are bullish

Institutional demand, ETF interest, and network fundamentals suggest ETH could be severely undervalued.

Crypto Mindset✅️

⛏️According to Hashlabs, the distribution of mining power in the world is as follows: 40% is concentrated in the USA, primarily due to significant investments in modern and energy-efficient equipment. Despite the cryptocurrency ban in China, it still accounts for 15% of the global Bitcoin mining hashrate. Europe lags behind in this regard due to expensive electricity costs.

Top countries by hashrate distribution:
1.  USA: 40%
2.  China: 15%
3.  Russia: 12%
4.  Canada: 5%
5.  Kazakhstan: 3.5%
6.  UAE: 3%
7.  Malaysia: 3%
8.  Norway: 1.5%
9.  Ethiopia: 0.3%

Crypto Mindset✅️

Dalio Warns: Bitcoin and Gold Are Replacing Bonds as Dollar Weakens

Ray Dalio believes the U.S. economy is heading for a major debt crisis within three years.

With the dollar losing strength and debt costs skyrocketing, investors are moving capital from bonds into gold and Bitcoin, which Dalio calls key protective assets.

Crypto Mindset✅️

Eric Trump’s crypto leap

With American Bitcoin’s market debut, Eric Trump became a billionaire. His 73 million-share stake hit close to $950 million at peak value.

The company holds more than 2,400 BTC and has purchased 16,000 ASIC miners.

Crypto Mindset✅️

The Trump family got $1.3 billion richer in a week

The US president's family's fortune grew thanks to the debut of mining company American Bitcoin (ABTC) and profits from World Liberty Financial (WLFI).

According to Bloomberg estimates, WLFI brought the family about $670 million, and Eric Trump's stake in ABTC exceeded $500 million.

As a result, the family's combined fortune exceeded $7.7 billion, not counting another $4 billion in frozen WLFI tokens.

Crypto Mindset✅️

📊 SharpLink Gaming starts $1.5B buyback

SharpLink Gaming has begun its $1.5B share repurchase program, buying back about 1M $SBET shares.

➡️ Supported by $3.6B in staked ETH
➡️ Zero debt on the balance sheet
➡️ Company has never issued shares below 1x NAV
➡️ No use of the At-the-Market facility while trading under NAV

A strong ETH treasury and disciplined capital policy make this buyback a clear bet on long-term shareholder value.

Crypto Mindset✅️

🌍 BlackRock Prepares a New Era of ETFs

With tokenization, ETFs could move to blockchain, offering investors global, 24/7 access and cheaper operations.

Crypto Mindset✅️

Ethereum could retreat to $4,300 by year-end, says Citigroup.

In their outlook: bullish case $6,400, bearish case $2,200.

While activity is growing, much of it occurs on L2 networks, with just 30% passing through Ethereum itself.

Crypto Mindset✅️

Markets on edge: $6.3 trillion in contracts expire

Today’s quad-witching session is among the largest ever recorded.

Options and futures expiration days like this usually spark sharp swings.

Crypto Mindset✅️

Trump introduces investor residency cards

TRUMP GOLD CARD: $1M for individuals, $2M for companies.

TRUMP PLATINUM CARD: $5M for 270 days stay and tax exemptions on foreign income.

Projected revenue: $100B.

Crypto Mindset✅️

The altcoin rotation cycle is running out of steam, says CryptoQuant.

Following ETH’s local growth, attention moved to other assets, but volumes are declining.

At the same time, ETH outflows from exchanges are growing.
Analysts note that the market still lacks a clear reversal setup.

Crypto Mindset✅️

📈 Solana stays in its rising wedge

Solana dropped 15% in just four days, but the structure is intact. The price is still moving inside its rising wedge, following a clear channel of higher highs and higher lows.

➡️ Current move: price heading towards the wedge’s lower support
➡️ Expectation: potential bounce from support back to the top of the wedge
➡️ Target zone: the structure suggests $300 remains in play

Short-term volatility doesn’t erase long-term structure. As long as the wedge holds, Solana’s path higher is still valid.

Crypto Mindset✅️

Bitmine’s balance now sits at 2.42M ETH after buying another 264k ETH this week.

Adding fuel to the fire, Tether minted 1B USDT last night.

Crypto Mindset✅️

🇺🇸 Washington gridlock threatens markets

An 86% chance of shutdown looms as budget talks collapse. Democrats demand health subsidies; Republicans demand short-term funding. Trump calls the outcome “almost certain.”

Deadline: 07:00 (UTC+3) October 1. No deal means partial shutdown, disrupted payments, federal layoffs — and more volatility for stocks and crypto.

Crypto Mindset✅️