Cardano may be preparing for a bigger move than many expect: it is still holding the same level it held during the last bear market while whales keep accumulating in the background. x.com 

Crypto still has room to rise because institutional adoption is accelerating and good altcoins remain underowned globally. Traditional finance is bringing assets onchain, and progress since five years ago makes it impossible to be bearish. Bitcoin looks stronger than overstretched altcoins and has shaken off severe bad news; more chop or shakeouts could come before the market moves higher. x.com 

Cardano is getting smoked because it pumped on the L1 narrative and hasn't been cool since 2021; even if that narrative catches a bid again, newer projects and narratives may pass it by. x.com 

Kevin Warsh's very dovish statement supports the Bitcoin pivot-low scenario and a move higher this quarter. In this favored scenario, Bitcoin makes another higher high in the $90k-$100k area, the stock market reaches new all-time highs, and altcoins follow suit. x.com 

Crypto's coming run will be much larger than 2020's because stock-market and gold runs into 2026 exceeded those into 2020. Bitcoin's and Ethereum's runs into 2025 also exceeded those into 2019. Macro-risk ratios across stocks, metals, oil, PMI and crypto again resemble 2016 and 2020, positioning Bitcoin, Ethereum and altcoins for a major bull run. Focus on 2027-28; the one-year median altcoin return against Bitcoin is still -17.5%. x.com  x.com  x.com  x.com  x.com 

Cardano is in trouble when its founder publicly questions how to solve its problems. After TapTools shut down, Charles Hoskinson warned that more ADA projects are going to die and that it will be a tough year for the project. x.com 

The first leg of an altcoin season is starting while bitcoin is not at an all-time high, and the disbelief once people realize it will fuel even more momentum in altcoins such as Hyperliquid, Bittensor, Chainlink and Sui. Like the late-2017 to 2018 altcoin season, it should end within a very short period. The base case is a bitcoin top around $90-93K, with a best case extending to $98-100K. x.com 

Bitcoin's macro-risk ratios doubled the time spent declining, pointing to one longer cycle rather than two four-year cycles. The July 2026 low came 44 months in, with perhaps another 52 months for the larger cycle to complete; elevated bitcoin dominance, low altcoin dominance and subdued ETH/BTC echo 2016 and 2020. Bitcoin is very likely to exceed $250,000, with a likely 2028 top followed by a multi-year 70%-80%+ bear market. Ether should outperform bitcoin going forward. x.com  x.com 

Cardano is large-cap vapour trending toward zero: a $7B fully diluted valuation is utterly ridiculous for a legacy infrastructure project that has delivered nothing. Everyone holding for the last six years is at a loss, and the next cycle is unlikely to repump it because retail now has more attractive frontier equities to chase. Long revenue-producing crypto assets with value accrual and short vapour infrastructure remains a good long-term trade. x.com  x.com 

Bitcoin could run in a risk-on environment, even as many want to see Michael Saylor liquidated. There are faster horses in this race, though. x.com