🐸 I don't know what to say — I'm surprised

Honestly, I didn't expect such massive growth on Trump's tokenization. I was not able to realize the full scale of this event, because we have never seen such a thing.

🔤 What are my thoughts now?

Trump has demonstrated what the tokenization of social capital really looks like. The trend is only going to get stronger.

In the near future, we will see other famous public people start launching their own tokens.

This is positive in the one to two month perspective, as it is now an event that attracts a lot of new people into the market, but then it will dilute liquidity and lead to variance and PvP (Player versus player), lowering the valuation of each new launch of such a token.

📊 Large established memecoins will have an advantage as they already have wide access to markets and a large community. For example, WIF and PEPE.

I'd also keep a close eye on the next high-profile similar luncheon.

❕ If whoever hosts it has enough popularity and sympathy from the masses, the people who felt FOMO and skipped Trump will also quickly send the new token skyrocketing 🔥

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❓ What will happen to crypto after Trump?

Friends, any market cycle will draw situations-exceptions where in the spirit of «everyone could have made money on a lamborghini».

• Shib +166k% from the bottom.

• Pepe +14.5k% from the bottom.

• Doge +779k% from the bottom.

• Trump +41k% from the bottom.

🔤 Trump's situation clearly shows two patterns:

1️⃣ The attraction of people outside of crypto who don't know how to enter Binance, buy Solana, much less memcoin and need a step-by-step explanation.

2️⃣ How weak are the hands already of current market participants who are willing to sell all their assets and move them exclusively into Trump's token.

Every alt-season cycle punishes such weaklings who jump back and forth on fomo trying to catch their loot. Considering how the rest of the sector has lost weight in capitalizations, this just confirms the fact about weak hands.

📥 That's why I wanted to compare (watch the screenshot) what's happening with bitcoin and alt dominance against the performance of doge and shib in the last cycle.

On the chart 1 - bitcoin dominance, 2 - doge quotes, 3 - shib quotes, 4 - alts dominance)

As you could notice, when doge started an active growth phase, bitcoin dominance staggered, but alts began to grow intensively.

💸 Then the case with shib only intensified the dominance of alts, which gave the alt season for the rest of the tokens regardless of the sector.

In Trump's situation, I'm waiting for more token launches from his family and then this trend will come to naught.

The upside is that this is more of a political meta that doesn't live long. And Trump himself realizes this with his team, who are aggressively buying the same ETH through their fund.

😐 When this meta goes to zero, people will again run to find something else, because they are already automatically drawn into the crypto industry.

They were given the example with Trump that you can just make money on crypto: buy it at $10 and sell it at $50 — now you can continue to get rich on crypto (which isn't really true)

❕ I didn't realize how masses of people would come into this cycle, but Trump clarified it for me. If you've already placed your bets and are confident in them, the market will yield 🔥

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💸 Trump is actively recruiting altcoins

Friends, today Trump officially became the Presidency of the United States, but that's not what this simple one is about.

🔤 Donald Trump's official fund, Trump's World Liberty, has today purchased several coins for its investment portfolio, of which:

ETH, LINK, TRX, and AAVE - each purchased for $4.7 million. As well as ENA at $470k.

It is worth taking note, this man obviously knows what to buy and what assets to expect strong growth impulses from, if you follow him, I think you will not lose. There are a lot of influential people around him who influence this (not financial advice).

❕ I have already informed you about these assets many times, but this factor once again confirms their further growth prospects 🐳

If you want a big post about Trump and his connection to crypto, hit 🔥

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😐 Trump, memes, and the crypto market: what's the connection?

Friends, there’s no need to discuss how the Trump family shook up the market with their meme launches, which many people massively profited from — you already know the story.

What’s more interesting is to talk about the consequences and the impact Trump has made on the crypto space through such performances.

💵 Many understand that the token launches were intentionally timed just before the inauguration, which successfully took place yesterday. According to the U.S. Constitution, the president cannot abuse their office for personal enrichment.

So far, this hasn’t affected things much, and everything looks quite positive, but the future is uncertain — impeachment is still on the table.

🔤 Here’s the current situation:

1️⃣ Two major launches in a row (TRUMP and MELANIA) drained liquidity from other assets. Every sector, from L2 to AI, was affected.

People were massively selling off their assets, likely at a loss, in hopes of catching the «life chain change.» But we know how it ended for 90% of people.

During the spike in activity, Phantom wallet received over 8,000,000 requests per minute, and Moonshot reached the top spot in the App Store.

2️⃣ Celebrity token trend. While there hasn't been a huge boom yet, many media figures, including members of the Trump family, inspired by the success, are hinting at launching their own tokens. For example, just yesterday, «Trump’s maid» did it 😁.

P.S. A few days ago, the Liberty Reserve wallet purchased the domains Trumpcoin.eth, EricTrump.eth, and BarronTrump.eth. Just a thought...

🐸 It’s likely that people will quickly tire of these launches, given the huge amount of scams coming from various figures. The attention will likely shift to more substantial projects, like tier-1 meme coins and the AI sector.

This will be the natural progression for the newly arrived masses. If they made money on a meme, why go anywhere else?

3️⃣ Solana in top form. Liquidity has flowed into it in abundance. The key now is to ensure that this is new capital that can sustain the growth of the market moving forward.

The ETH launch on Solana has gotten much closer, as, essentially, the president personally approved its legitimacy.

4️⃣ Donald’s fund, Trump’s World Liberty, is actively buying crypto. Yesterday, it made several large purchases: ETH, LINK, TRX, and AAVE, each worth around $4.7 million.

Currently, the company holds crypto worth $326 million, with over 60% of it in ETH.

5️⃣ Trump appointed Mark Ueda, a well-known crypto industry supporter, as acting chairman of the SEC.

6️⃣ The president has already begun signing his first executive orders, and soon, some of them will directly affect our sector.

According to the CEO of Bitcoin Magazine, they’ve received confirmation that the first 200 executive orders include cryptocurrency.

❕ It’s important to note that any negative news right now could seriously crash the market. Against the backdrop of such positivity, this could create a major imbalance and fear in people’s minds. If you’re holding your assets, keep doing so, as, based on the current narrative, the influx of fresh liquidity is quite close 🔥

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💸 Whale buys back LDO

Today with the team we discovered that a major market capital bought back $4.9 million worth of LDO coin today.

🔤 I will say right away that I do not hold this coin in my portfolio, but maybe it will be useful for someone.

It is worth noting that during the recent market corrections this asset is holding up much better than the bulk of altcoins, which demonstrates the special power of buybacks in it.

❕ I think that big capital also perfectly sees the strength in the asset and expects a good rebound from it. Following which, from the marked level there is a probability to see the asset's further exit to $2.4+ 🔥

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😎 Lots of positive news, but where's the growth?

Friends, despite the constant stream of positive news - rumors of new ETFs, institutional investor purchases, a strategic fund, optimistic forecasts from major banks and influencers — the market continues to slowly decline.

The natural question that arises is, “Why is this happening?”

🔤 As CZ (founder of Binance) said, “good things don't happen quickly.” Perhaps, before the fundamentals start to materialize, the market maker is first driving the market down to gather liquidity and more.

This is logical — the current optimism and daily news every day encourages participants to open longs with leverage. I think that the realization of all news and events, as it happens most often, will go the opposite way.

💸 The market always works according to its own rules. Quick and obvious growth without prior “hamster razors” would be too predictable.

Most likely, we will see another run down, where the missing liquidity will be collected, and then we can expect the realization of the potential, which is now accumulating.

❕ In general, given everything that is happening in the crypto industry, it feels like we are on the verge of something really big. Perhaps later, when we look back, we will laugh at our doubts and wish we could return to this moment in time to seize the opportunities 🐳

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🪙 Solana is tearing up the market

Friends, Solana becomes the first network in history to surpass $200 billion in monthly trading volume on DEX (decentralized exchanges)!

This is what memcoins are doing on Solana.....

🔤 Keep in mind that because the asset is in such high demand, it will grow and grow. Moreover, regardless of the general state of the market, since people in any market purchase the coin to pay the commission in this network.

— That is why Solana is one of the most promising coins on the market.

In addition to the fact that the project itself is very strong, it is also maximally demanded — which creates some of the best conditions for the growth of the asset.

❕ This year I expect the coin to go above $500 and the main growth for this will be a new surge in memcoins 🔥

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🪙 Top 20 tokens from Grayscale

Friends, once a quarter, one of the oldest crypto businesses, Grayscale Fund, publishes a report on the state of the crypto market. The company manages over $30 billion for its clients across two ETFs based on BTC and ETH.

So I decided to review the main findings of the report

🔤 Grayscale Research analysts evaluate hundreds of crypto projects and select the most promising ones. Objective: to rebalance the portfolio and build a quality reputation in the information field to attract clients.

In the coming quarter, tokens related to the following trends are relevant:
— US elections and industry regulation.
— AI - particularly AI agents.
— Solana ecosystems.

💸 Grayscale's list of top coins (not a financial recommendation):

• Bitcoin (BTC).
• Ethereum (ETH).
• Solana (SOL).
• Chainlink (LINK) — a decentralized oracle network.
• Sui (SUI) — blockchain for DeFi applications.
• Uniswap (UNI) — DEX.
• Hyperliquid (HYPE) — blockchain for DeFi applications.
• Aave (AAVE) — the largest DeFi lending platform.
• Bittensor (TAO) — an infrastructure blockchain project within AI.
• Ethena (ENA) — USDe stablecoin.
• Optimism (OP) — L2 protocol and smart contract platform on Ethereum.
• Virtuals Protocol (VIRTUAL) — Base-based platform for creating AI agents.
• Lido DAO (LDO) — a liquid steaking protocol.
• Helium (HNT) —Blockchain-based DeFi network for Internet of Things devices.
• Arweave (AR) — A protocol for perpetual data storage.
• Jupiter (JUP) — DEX aggregator on the Solana network.
• Aerodrome (AERO) — automated market maker and liquidity center on Base.
• Akash Network (AKT) — DeFi cloud computing platform.
• Jito (JTO) — The largest liquidity steaking protocol on the Solana network.
• Grass (GRASS) — a physical infrastructure project.

But let me also add my opinion ⬇️

I believe that buying 20-30 tokens per portfolio is too much. If your goal is to get hundreds and thousands of percent profit, you need to make concentrated bets.

❕ That is, select the 10 best coins from the most promising sectors and invest only in them. This way your prospects for big profits are multiplied. Good luck 🔥

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💸 Result on public deals for 3 months

Friends, hello everyone. I decided to summarize the results of the deals I wrote about in the channel for the last 3 months.

🔤 I will summarize the results I got myself. Please note that I attach links to the posts. You can see and check everything yourself.

Where I say about minus trades, it means that I was closed by stop-loss.

✅ Profitable:
• AVAX. I closed the first part of the position +22% (70% of the position) and +49% (30% of the position).
• APT. I expected to see a rise to $19, but the token rose to $15.3, so I went to breakeven.
• EIGEN. I personally recorded a result of +60%. In the post, I also recommended leaving 50% of the position at your discretion. If you did that, you could safely lock in the second part of the position at +110-120%.
• PENGU. The token was giving +38% at the moment, but I ended up closing it at a small plus +6%.
• ETH. I continue to hold this trade. It is currently trading at +14,5%.
• XRP. The first part in 80% of the position was fixed at +21.5%. Next 10% of the position was recorded at +42.1%. The remaining 10% I continue to hold.
• LDO. I continue to hold the trade - it's near breakeven now.

❌ Minus:
• SOL. In this trade I recorded a loss of -11%.
• CULT. I did not enter this trade myself, but if you bought at the values I mentioned in the post, you would now have -33%.
• ACT. This trade I closed at -19%.

As you can see, profitable trades multiply the result of losing trades.

I have not listed all the trades that my team and I make, but despite this the result is very good. If you consider that you could have traded with a conservative 2x leverage, then the profit would have been mega great.

❕ Keep in mind, this is the result we showed in a rather inactive market. When many altcoins start their growth, then we will make a multiple of the profit 🔥

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💵 Chinese developer «destroyed» NVIDIA

Comrades, hello, everyone. We will start discussing this topic with charts. V-shaped reversals are observed on many assets now, which adds confidence in the market strength and in the continuation of the uptrend.

Let's face it — the charts look much better today than they did a couple days ago.

🔤 Even AI-projects, which yesterday sagged on the background of panic around DeepSeek, today began to regain their positions. The market has digested the news, realized that nothing catastrophic has happened, and began to adequately assess what is happening.

Even Trump said today — «the emergence of DeepSeek is a positive, because competition always leads to development».

🔎 But it's amazing how fragile the market can be. A vigorous media effort and a competent pitch from Chinese marketers — and we see the largest stock lose a record amount in value IN AMERICA'S HISTORY. Just think about it.

NVIDIA lost $589 billion in capitalization in a single trading session, and the U.S. stock market as a whole lost $2 trillion.

For comparison, that's the equivalent of bitcoin's entire capitalization. Just think about this scale.

By the way, this comparison clearly shows that the crypto market has a huge potential for growth. Even in moments of global panic and market revaluation, crypto still has prospects for further development.

❕ Therefore, we remain positive and keep working. Today's noise is just another stage on the way to more 🐳

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💰 The US is betting big on bitcoin

Friends, a dually important piece of news broke today: US Senator Cynthia Lummis today officially announced (live on air) plans to make the country's strategic reserve in bitcoin, viz:

• Buy 200,000 BTC annually for 5 years.
• Hold for at least 20 years.

🔖 The goal of this whole endeavor is to cut the US national debt in half in 20 years. Here I have a couple of complaints as an economist, then we'll talk about it more closely.

A very loud statement that should attract a huge amount of liquidity into the market. After such news, many people who are not even related to crypto will run to buy :)

❕ However, this in turn may lead to a good local takeout.

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🪙 XRP is reorganizing the market rules

After Trump's election victory, the Ripple token (XRP) rose almost 500%: from $0.55 to $3.4. For two and a half months, the growth has not stopped.

This immediately begs the question: has such dramatic growth run out of steam?

📈 Why is XRP growing so much?

1️⃣ Political factor.
In early January, Ripple CEO Brad Garlinghouse met with Trump. The news immediately fueled rumors of high level support for XRP and the early launch of an ETF.

2️⃣ XRP futures in two weeks?
A test version of CME Group's website appeared on the Chicago Mercantile Exchange's “beta.cmegroup” subdomain announcing the launch of SOL and XRP futures on Feb. 10. The site is said to have posted the page by mistake.

The exchange has already announced orders for spot ETH-SOL. On timing: the market still expects a launch no earlier than mid-March.

There have been no official announcements on XRP yet.

3️⃣ Whales have become more active.
The number of addresses holding XRP worth $100k or more grew from 14k to 108.5k in just two months immediately after Trump's victory.

Trump himself is not giving any statement on the coin. Moreover, his fund World Liberty Financial, which just invested in ETH, TRX, AAVE and other tokens, has no investment in Ripple.

🔤 Crypto future as a benchmark

In mid-December 2024, the New York Department of Financial Services approved Ripple's RLUSD stablecoin RLUSD for trading. The start of testing began back in April.

Garlinghouse expects the asset to become the “gold standard for the corporate sector” and will be in demand for RWA, DeFi and classic payments.

Against this backdrop, XRP jumped 10% in a couple hours. In general, it is already on the third line of the largest cryptocurrencies by capitalization.

❕ Meetings with Trump, launching a stablecoin, dominating the SEC - the market sees that Ripple has its own channels to achieve its goals. That's probably why so many whales have decided to invest in the coin, or perhaps know the insights 🔥

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🤔 January was nerve-wracking, but February....

Friends, in case anyone missed it, on Wednesday there was a Fed meeting — as a result, the rate was left at the same level (4.5%)

The market reacted to the news with a slight correction of 1.5%, but soon rebounded and quickly recovered to the initial levels ($103,800).

🔤 I believe this gives even more confidence that 2025 will still be a bullish year. January certainly rattled the nerves of many newcomers — but that said, the monthly BTC candle could still close bullish, which would create a good base for a February rally.

The fundamentals around crypto are getting stronger. Every day new states are considering BTC strategic reserve bills.

— The first reviews and approvals for altcoin ETF applications have begun, and Litecoin is one of the top contenders.

💸 Crypto supporters are taking key positions on Trump's team, the SEC is opening up to digital assets, and now it looks like the Fed may be going after our digital gold as well.

I have attached to the post a chart of the difference between the capitalizations of Bitcoin and other cryptocurrencies in the current cycle. I have a feeling the slingshot is being drawn for the shot.

❕ So far, things are shaping up realistically well, as painful and unpleasant as January was. Hopefully we are being set up for a super cycle 🔥

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🔹 Is Solana killing Ethereum?

Friends, after Solana's recent new all-time high of $295, caused by a number of major meme token launches on this blockchain, many people started claiming that it's time to move money from ETH to SOL.

🔤 This was also driven by negativity towards Ethereum, as it now looks an order of magnitude weaker than bitcoin. But what is this - a local FUD or a really alarming signal?

To better understand the situation, it's worth going back to the origins of the launch of Ethereum and how the crowd treated it.

🪙 In 2019, Ethereum was heavily criticized. At the time, the price of ETH was moving between $100-300, and Twitter was actively discussing that the era of ICOs was over and no one needed ether anymore.

It seemed to be one of the underdogs, as it did not react in any way to the growth of bitcoin.

In addition, at the end of 2020, when ETH was trading at $500-600 after the ATH of $1400 at that time, many people were sure that altcoins would never be on par with bitcoin.

The main reason: institutional investors had already arrived, and altcoins weren't taking off.

📥 In 2022, when Ethereum was again at a crossroads, a new wave of skepticism erupted on social media, «Ethereum has lost its leadership.» This was amidst the launch of major projects and new initiatives in the blockchain industry.

— At that moment, the price of ETH was around $1,700, but there were still claims that Ethereum was on the verge of decline. But despite this skepticism, it was back on top again.

Moreover, instead of the usual horizontal accumulation, we witnessed a sharp «vertical» growth.

🔎 Today we see the familiar doubts again, «Alts will not be able to catch up with bitcoin». These fears are repeated year after year, but the market continues to grow despite pessimistic forecasts.

It is definitely not worth burying ETH. It still has a huge potential, which can be realized thanks to the interest of large capitals.

Trump is actively accumulating ether through his fund Trump's World Liberty.

❕ Fear of certain assets is as cyclical as the market itself. While some flip from unprofitable assets to more «promising» ones, others keep their cool - and win in the long run 🔥

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📉 WHY IS EVERYTHING GOING DOWN? TRAMP RESIGN!

Friends, Solana was below $180! Ethereum is at 2100. Bitcoin is almost $90k.

So what happened in the market?

🔤 Just a couple days ago, «Donald Dump» announced that he is introducing new policies on imports of Canada, Mexico, China, some of the countries announced reciprocal measures, which theoretically hints us to an economic war.

This is a «classic» macroeconomic factor, which unfortunately reduces our deposit.

💵 This news is summarized by the fact that the same night, Trump publicly supported the Fed that now is not the best time to cut rates, knowingly stating that the rate should be cut for sure.

In short, these info provocation, prospectively do not pose a threat to the crypto market, it is just a narrative to knock out your margin and spot positions in order to grow them later, but without you.

By the way, why it's profitable: overnight, over $2.5 billion of positions were liquidated in the market.

The task of the one who draws us the chart is to create the ideal conditions under which he will throw as many holdings overboard as possible.

🔎 In order to probe the ideal entry/exit point, it is often enough to pay attention to social networks, the more you see negative factors about the market, from an ordinary user.

The market is giving us tons of opportunities right now (but unfortunately not all people have money left for additional purchases), $JUP, $ETH, $APT, $WIF — what they are giving us right now to buy back at very sweet prices.

It is important to take into account that the very landing, should make as many people as possible to get out, and therefore, to understand which of the moments for entry or exit will be ideal, guessing is very, very difficult.

❕ We are in touch with everyone, don't get frustrated! 🐳

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🐸 The Trump Foundation is gearing up for a bullrun

Friends, the Trump family-backed World Liberty Financial (WLF) platform has grown its cryptocurrency portfolio to nearly $350 million in recent days, with more than $100 million invested in ETH in just 24 hours.

Those close to the project are talking about the presidential administration's grand plans for ether. Getting to the bottom of it...

💸 What does the fund own?

On January 19, WLF acquired more than 25k ETH, increasing its portfolio to nearly 42k coins worth $141 million.

It's notable that this happened exactly the day before the inauguration - they were probably expecting a bull rally to start right after the presidency began.

Back in late November 2024, the project only owned $55 million worth of crypto — two months later, the portfolio was 6 times larger.

📑 According to Arkham, there are now WLF:
• ETH and $215 million worth of liquid stETH staking tokens;
• a wrapped version of bitcoin WBTC at $50 million;
• TRX, AAVE, LINK and ENA for $25 million;
• USDC and USDT stablecoins and other coins for $60 million.

🔹 According to Ethereum co-founder Joseph Lubin, the Trump family is looking to launch several Ethereum-based businesses and are exploring other blockchains such as Bitcoin and Solana.

If the US does integrate ETH into government processes, the coin could see tremendous growth - which is probably why it makes up over 60% of WLF's portfolio.

🛡 Ethereum: paradigm shift

The active buying of Ethereum has coincided with a massive change in the Ethereum Foundation (EF) organization.

Previously, the foundation used ETH exclusively to sell tokens, pay grants, and create event tickets. Buterin refused to staking due to regulatory risks and conflicts of interest.

But recently Vitalik announced that he was ready for staking, but the question of expediency arose: it would have brought the fund $26 million in annual revenue, while spending $135 million.

At the same time, the other day a wallet controlled by the fund was registered, which conducted a transaction for 50k ETH. On January 21, EF said that this wallet will be used for the fund's participation in DeFi projects.

❕ It is not yet clear which blockchain will be preferred by the US administration, but it is already clear that the WLF portfolio can serve as a benchmark: where more people invest, the strongest growth is expected. And right now it is ETH 🔥

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💸 Why isn't the «crypto czar» increasing our portfolios?

Friends, I'll start my post with a brief excerpt and reaction to a conference that took place a couple days ago, where David Sacks, who Trump appointed to be the «crypto czar», spoke.

🔤 A squeeze of his words:

— Frankly, we are coming out of four years of arbitrary harassment and persecution of crypto companies.

— We're excited to work on regulating stablecoins.

— We want to make a “golden age of cryptocurrency.”

— The feasibility of creating a reserve in bitcoins is being explored.

Despite such a positive statement, many people have started to turn negative. But why?

🔎 Because the price didn't skyrocket or your 50x leveraged token didn't fly to the moon?

In fact, what is happening now is a new reality that we haven't seen before! The mere statement that 4 years of crypto stalking is behind us and now a new era with a green light for projects and developers is beginning should say a lot.

Let's remember the reasons for the stagnation and prolonged depression of the market in 22/23 years.

The prolonged market depression was largely due to the total pressure on crypto — regulation squeezed projects and investors. The pressure occurred simply on the back of the fact that there was not this very clear and understandable legal framework.

📤 Now the situation is changing:

— The market is being untied
— A clear legal framework will appear
— A renaissance of ICOs and new forms of capital raising is possible.

But not everything is so simple...

There has also been a lot of talk about regulation. Let's not forget that regulation is not the absence of rules, but their clear presence.

📑 That is, the Trump administration will create a legal framework that will make the market more understandable.

The market will undergo a large-scale cleanup, and only the «strong» will survive.

And who are these «strong»? Those who are now in Trump's entourage, moving their projects forward. They are the ones who will get the funding, attention and liquidity.

❕ My plan: I have set a goal to reduce the number of assets to the best of my ability and what the market will provide, and focus only on point projects that I am confident will survive this market transformation 🔥

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🩸 The market is falling, but we are calm

Friends, found an informative and soothing chart picture for you. It can especially help psychologically those who are currently sitting in a drawdown on their portfolio.

🔤 This altcoin pair chart shows that altcoins are now at the bottom against BTC.

We have already seen a similar situation in December 2017 and 2020 - a sharp drop in the ALTS/BTC pair before a strong rise.

We can look for tons of reasons why we might rise or fall, but the fact remains that bitcoin dominance is beating local ATHs, BTC is holding near tops, and there has been no liquidity spillover from bitcoin to other assets on this rise yet.

❕ Perhaps not right now, but in a month or two we may well see a rebound and the beginning of the alt season 🔥

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🩸 Why isn't correction a priority?

Friends, now I see that many in the media space are waiting for a continuation of correction and another fall below $90k.

🔤 I don't want to prove anything and promise certain impulses, however, I am announcing my opinion and also showing you the factors why I am waiting for different impulses.

Considering the current negative funder, I have specifically marked on the chart all the points where the market has already reached similar levels.

Now you will be able to see these key points in momentum.

❕ If you notice, absolutely every time after that we got a strong rebound! Draw your own conclusions 🐳

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💵 Are we waiting for new negativity or is bullish market starting?

Friends, I like the way BTC/ETH/SOL reacted today to another statement in the commodity war between China and the US. Many expected a repeat reaction similar to the first time, but this time it's different.

🔤 The market was overheated then:
• Funding at super highs
• A large number of people sitting in leveraged positions
• Overweight to longs (which, the big player of course wanted to take and capitalize on)

Any minimal negativity could have triggered a cascade of liquidations. Now the price behavior shows that the FUD around the duties has already been fully taken into account by the market, and further such news will not become a trigger for sell-offs and falls.

🔎 The exception is if the stock market does not throw surprises, but crypto has already digested this information occasion.

Two V-shaped buybacks point to a possible bullish week.

Additional positivity:
— The BTC chart is looking strong
— ETFs continue to flood with money
— ETH is ahead of BTC in terms of inflows (almost 2x!)

❕ Many, of course, were expecting quick positivity and market growth after Trump took office, but things have dragged on. Now the market is in uncertainty, so many are gradually selling assets, which is a good thing.

P.S. On the chart you can see my long-standing prediction. So far it's going according to plan🔥

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💵 Trends at 2x speed

In recent years, the crypto sector has not only demonstrated rapid growth but also a noticeable reduction in the lifespan of narratives.

Whereas previously altcoins held attention for 1-2 years, memes now only last a few quarters, and the AI-token theme was hyped for just a couple of months.

📑 Over the past 4 years, the rotation of narratives in crypto has compressed to a minimum:

— 2021-2022: Fundamental alts (L1, L2) – lasted 1-2 years (Solana, Arbitrum).
— 2023: Memecoins – hype lasted several quarters (Pepe, Bonk, WIF).
— 2024: AI-theme – from 2 to 8 weeks for each wave (Bittensor, FET, RNDR).

Now, many are burning out within the first 72 hours.

It must be acknowledged that the market has become more speculative and less stable. Money moves faster, and holding positions requires instant reactions.

💵 What causes this:

1️⃣ Excess liquidity and greed

Previously, the capital rotation looked like this: BTC → ETH → Large-cap alts → Small-cap alts → Memecoins.

Now everything compresses much faster – traders instantly look for the next 10x asset.

2️⃣ Information overload

On Twitter, trends can catch fire in a matter of minutes. We've seen it happen where a token launch gets picked up by a famous influencer, and within a few hours/days, it’s too late to get in because the asset is overheated.

It’s no longer enough to be «early»; you need to be more adaptable and quicker.

3️⃣ Betting on hype rather than long-term

In the past, you could hold assets for several years more calmly, but now new narratives work on a time frame. If a non-fundamental asset hasn’t performed within a few weeks, it’s unlikely to yield any returns.

4️⃣ AI memes and bots make the market ultra-fast

— Twitter bots instantly identify trending words.

— Telegram bots buy alts before those who go in manually.

— Degens with expensive scripts get in before those using Telegram bots.

Algorithmic trading speeds up the cycle: if a trend hasn’t gained critical mass – it dies.

📌 The key skill now is quick adaptation

Always keep in mind that the lifespan of a trend is limited — no matter how cliché it sounds.

For more efficient action, you can specifically create AI agents for yourself and subscribe to analytical services for Twitter (for example, Kaito).

📥 Some choose to spend whole days and nights searching for new trends / trades in crypto. Others take a broader view of the market, accumulate positions, and wait for their targets.

This has always been the case, but now there are many more «early birds» due to the appearance of «easy money».

❕ As one Twitter user said: «The window of opportunity will shrink to just a few minutes, and belief in a coin will drop to zero — only the momentum of the chart in the very beginning. In the end, deals will become a double-click. But what awaits us next — that's the big question.» 🐳

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