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- š 5 Macro Factors Supporting the 2026 Bull Market Thesis:
š 5 Macro Factors Supporting the 2026 Bull Market Thesis:
PLUS don't miss today's Neutrl point season launch!
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Thatās it. Youāre in the mix.
Theyāve already released some pretty cool crypto-themed games, and with football (not soccer) season back, their upcoming sportsbook couldnāt be dropping at a better time.
So if you fancy a punt, go have a play. Just remember, as always: gamble responsibly.
GM, letās start the week on a hopeful note.
Even though this quarter is the bloodiest since 2018 (and thatās something), it seems our bullish propaganda isnāt as delusional as it looked last week.
BTC still needs to prove itself by closing at least above $107K and holding there. Still, some fundamentally important developments in the background make me think the good times might return in a stronger-than-expected fashion.
For now, itās great to see BTC holding above the ābull market lineā, which is the 50-week moving average. Letās keep it that way, although I wouldnāt count out upcoming fakeouts just yet.
Onto the macro side. First of all, the US government seems to be ready to reopen, which is a first step toward alleviating this market chaos.
Even more importantly, weāve got Trump announcing $2,000 stimmy checks for everyone, excluding high-income earners. Do you remember the last time the US government started airdropping money to people? Yep, the last great altseason of 2021.
On top of this, it appears the Secured Overnight Financing Rate is dropping like a stone, indicating it has just become a lot cheaper to borrow money. If banks and business improve their liquidity conditions, thatās another step towards calmer markets.
There are even more positive developments on the macro side, so make sure to check out the full list here.
Lastly, as we enter 2026, itās worth remembering that all these positive macro developments are occurring on the back of an upcoming business cycle expansion. Saying āthis time is differentā is a good old meme, but this time, it truly is different.
Now, if there's a scenario where we get a revisit of the $98K low, or even touch the low nineties (as discussed last week), it would probably be off the back of a tariff ruling against Trump. If that happens, prepare for a massive FUD wave. However, if thatās the case, remember that all the other positive factors still remain in place.
Letās see, Iām keeping my hopium levels in check as I enter 2026.
Got questions, opinions, or feel like having a chat about the market? Hop in Hix0nās Hideout free Discord channel and join the crew!
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The important bits.
Mira is giving out PokƩmon pack rewards with Aven, get yours here
YieldBasis prepares migration to new pools, read here
Pyth Network oracles now support Hyperion, read here
XOMarkets now offers ZEC prediction market bets, check here
Tari will host X spaces tomorrow, tune in here
HyperUnit buys AAPL as a new ticker on Hyperliquid, read here
MegaETH Kpi staking explained in a new article, read here
Bad Bunnz NFTs fundamentals are improving with rewards coming up, read here
MetaDAO announces Solomon as next featured listing, read here
Monad announces the first wave of momentum apps, read here
Even more important bits.
Charts and stats of the day.
f(x) Protocol fees are going up only, chart here
MegaETH speed in comparison to other chains visualized, see here
Phantom has crossed $20B in perps volume, read here
US consumer sentiment has crashed to its 2nd-lowest level in history, chart here
Ethereum just hit new record high app revenue, chart here
MegaETH is beating Monad in pre-market volume, see here
ZCash beat Ethereum in private TVL, chart here
Donāt miss out on the daily blocmates news bulletin with Gaz! Tune in here.
Telemetry data of the day.
PumpFun + Heaven + Bonk trending tokens for the last 24h:
If you want to access more of this type of data and trade freshly graduated tokens on PumpFun of Bonk, visit Telemetry here (it`s free).
Neutrl launch! Letās prepare.
We started prepping you for this one last week, but what better day to dive into Neutrl than on the day of the Public Launch?
Neutrl is a frontier project when it comes to the stablecoin and real yield narratives. As such, it has already seen $75M in deposits during the Pre-Deposit Vault Campaign.
By now, itās clear that the market is very interested in NUSD, a new type of synthetic stablecoin that can generate a 30-50% yield. This yield was achieved so far during the beta phase, but if Neutrl manages to maintain it, then they have my full attention.
The yield is achieved through a combination of over-the-counter (OTC) arbitrage (buying discounted locked crypto assets and hedging them with shorts) and onchain delta-neutral strategies, such as basis and funding rate arbitrage.
Alright, now, how to get those points:
Starting today, Neutrl opens up deposits to everyone, which means we can begin to stack points very early.
As you can see below, most rewards will go towards fully aligned users who choose to not only hold NUSD but also stake and lock it.
The best way to maximize points is simplified through the K3 Capital Deposit Vault. As a user, you can simply deposit your chosen stablecoin amount, while the K3 Vault efficiently deploys NUSD across verified DeFi strategies and earns yield.
To demonstrate even greater alignment (and earn more points), stake your NUSD here.
To save you doom scrolling.
I sure enjoy a good dose of 4Chan hopium:
Did you miss ZEC, same as I did? I think it`s worth keeping an eye on LTC from here. Will the silver Bitcoin become the harbinger of death as usual, or can we enjoy a peaceful runup for once? Dino coin meta continues.
stay safe homies,
Hix0n š«”
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