📊 ETH/BTC, ETH/SOL... This Is How Cycles End

GM, the market is listening to us.

Or are we listening to the market? That is the question. Nevertheless, the symbiotic relationship between our market commentary ramblings and the actual price action seems to endure.

The main message from yesterday was to notice the shift towards ETH/BTC strength. As of today, Ethereum absolutely owns the market. Look at these ETF flows, Vitalik is firmly in control.

As always, there`s another side to the coin in these markets. This time, we can look forward to the SOL/ETH bounce, which is inevitably coming as most participants turn solely to ETH. This outlook makes sense to me from here, so keep an eye out (and perhaps read about some undervalued Solana meme picks here).

As for Bitcoin, we definitely don`t want to see it start distributing here. The longer it can maintain these levels and travel higher, the better for our altcoins. Let us remember this, though: if we see BTC start to distribute and ETH with altcoins are running higher like crazy, it might be the last pump of this leg up.

BTC getting distributed and failing to go higher while altcoins are printing 30% gains on the daily is how these mini cycles end.

As for the overall cycle, I think we have much more room to go, simply based on the global liquidity cycle.

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The important bits.

• Premia Blue releases a new market insights newsletter, read here

• Mira Network explains their products in new live stream, watch here

• GenLayer is building AI-powered dApps & Agents on High-Speed Inference, listen here

• Shadow Exchange offers 7300% APR on S/USDC, join here

• Sophon is hitting the streets around ETHCC, watch here

• INIFNIT intelligence is available for market research, try it out here

• Giza`s AI agents are live on Base App, learn more here

• Bitcoin Puppets are hosting a High Limits Race, watch here

• Alright Buddy teases big news for today, watch trailer here

• HyperUnit teases spot DOGE listing on Hyperliquid, read more

• HyperUnit teases spot SPX listing on Hyperliquid, read more

Even more important bits.

• Binance US put on a Mog PFP and started mog posting

• Delphi Digital launches Delphi Intelligence research platform, check here

• Coinbase releases Base App, an all-in-one trading and social app, check here

• Fed Williams says: the tariff impact is modest so far, but will increase over time

• U.S. Marshals reveal the government now only holds 28,988 Bitcoin worth $3.4 billion

• OKX announces MOG and SPX listings

Charts and stats of the day.

• ~91.2% of the BlackRock fund is tokenized on Ethereum

• Funds who invested $150M into $PUMP have sold a total of 16B PUMP ($86.4M) over the last 2 days

• Google Trends for “altseason” are rising again

• Kinetiq has now crossed 10m+ HYPE (>$470m) staked for kHYPE
  

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What`s happening on Telemetry terminal?

• Trendingover last 24H:

• Whales moves over last 24H:

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Undervalued DeFi bets: Dinero.

Dinero was put through some of the most brutal price action we`ve seen since January. Many are writing this one off, even writing FUD pieces on X. But are those justified? Simply put: no.

Dinero, as it stands now, fits perfectly into our “undervalued DeFi bets” section.

Even though things got quiet, the team worked relentlessly in the background. With the ETH season coming back, the focus on staking/restaking products will also return. Now combine this with the “revenue/buyback meta”, and you`ve got a recipe.

It`s also worth mentioning that no more seed unlocks are coming up for Dinero, plus there are zero inflationary incentives going on right now.

The only part to watch from here is the TVL chart, which suffered due to the Berachain exodus. Once the pxETH and institutional ipxETH deposits start rising (highly likely due to Dinero collaborating with Galaxy), I can hardly see this one staying under a mere 10 million dollar market cap (just my opinion, not financial advice).

• Glider (Automated crypto portfolio)

• dHedge (Tokenized vaults)

To save you doom scrolling.

Now this is a prediction I can stand behind. Two hundred keks BTC, here we come.

I would like to leave you with two pieces of content today.

First, here`s some top-tier bull run advice from Raoul Paul. Many think bull runs are an easy time to make it, but in a way, they are more treacherous than bear markets.

Secondly, “The final meta” is one of the best articles I've read on crypto in recent times. Can’t help but agree with what’s being written here. Enjoy!

stay safe homies,

Hix0n 🫡