📈 Is Crypto Entering The Last Innings?

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Plus, I wouldn’t let the Katana campaign slip by if you’re into some good old airdrop hunting.

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GM, happy CPI day to those who celebrate.

It feels like all the worries are evaporating at once. The CPI print came in bullish, with Core CPI inflation at 2.8%, below expectations of 2.9%. All the while, Trump finally finished his talks with China, agreeing on new tariff rates.

Meanwhile, ETH continues to lead the market with the most bullish posturing in ages. We’re seeing DeFi in a full comeback mode, fueled by the SEC literally bull-posting it, ETH LSTs enjoying multi-week positive inflows, and the spot ETFs in the green for the 17th consecutive day.

And there’s more. Bitcoin dominance is finally looking like it wants to go on a holiday, and even SOL, which was pretty weak lately, is trying to reverse the SOL/BTC downtrend.

The clearest picture presenting the potential of this current bull season is this Total Market Cap chart. If all these factors continue to work together, there’s a lot of fun ahead.

And to top it off, China is about to print another $1.5 trillion worth of stimulus, likely reflecting in another all-time high print on global liquidity. Simply put, the signs are pointing to higher, for longer.

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The important bits.

• Sophon unlocks ownership, same as iPhone unlocks apps, learn more

• Premia Blue breaks down the Kyan V4 product in new blog, read here 

• Sonic introduces Sonic Point Season 2, read details and earn rewards here

• Ionet rented out ~900 H200s in just past few weeks, check details here

• Final Newton reward quests are here, deploy your AI agents now

• Mira Netowrk’s Kaito dashboard is now live, earn rewards and MIRA tokens here

• INFINIT intelligence now covers 10.000+ tokens, try it out here 

• Tari coin XTM is now listed on XT Exchange, trade here

• DOG, the official Dogecoin NFT, announces DOG buybacks, details here

Even more important bits.

• SEC acknowledges Nasdaq’s 19b-4 filing to list and trade 21Shares SUI ETF

• Ukraine proposes a bill to let its central bank hold Bitcoin and crypto

• Musk says he regrets his posts about Trump

• Bessent is now a contender for the next SEC Chair

• Solana ETFs are progressing positively

• US & China conclude trade talks in London

• SEC Paul Atkins announces that DeFi will be exempt from regulatory restrictions

Charts and stats of the day.

• Murad's list is moving again, printing up to 50% gains

• ETH overtakes BTC in trading volume on the futures market

• Berachain shows -$1.2b outflows, while Ethereum receives +$1.2b inflows

StalkChain spots the next big meme coins early by tracking top wallets and smart money moves in real-time.

See what whales are buying, follow top-performing traders, and analyze token trends before the crowd.

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SPX/WETH 4H Uniswap

SPX6900 believers will all tell you there is no chart. The real story of this coin is the incessant shilling from cult leader @muststopmurad, who recently embraced TikTok with both arms and has not shut up about it for one waking second. It broke the January ‘25 all-time high today. Expect a retest of that 1.68 level, but don’t take it from me, a chartist. If Murad is right, we’re going to infinity and beyond with no brakes.

This is the kind of slightly unhinged bag work you want to be a part of, at least for as long as this current emerging bull market mania lasts. On that tip, Michael Saylor just started saying Supercycle things. It’s probably a good time to rewatch this UpOnly clip.

Come by the Lucky Luke Discord channel for comments, to roast my picks or to pump your own bags. All banter is welcome any time!

Usual suspects in today’s Solana smart-money flows. The one that stands is AURA, which saw an absolutely amazing crime candle yesterday. Please, let this happen to my coins too, these are true bull vibes.

The inflows are clear on Ethereum: 2023 OG memecoins picks. We reviewed those in yesterday’s newsletter, and it seems our readers are indeed smart money.

• RYSK (Ethereum L2) - Completed $8m raise

• Zentra (Future-proof chain)

• UndercoverIRIS (AI agents)

• Origami (AI research agents)

• Klout (SocialFi)

• Noah (DeFi, stablecoins)

• Silhoutte (Shield exchange on Hyperliquid)

To save you doom scrolling.

I don’t think anyone understands the heights DeFi can reach from here.

If this leg up continues, we might as well be heading into the last inning. Whether it lasts until September, end of Q4, or even the beginning of 2026, remember to sell in portions on the way up.

Sooner or later, most of the green will evaporate, and then it will be time to deploy again. Patience is as crucial in holding coins as it is in holding stables. Good luck!

stay safe homies,

Hix0n 🫡