Hedera is a sleeping beast that should wake up soon, now ranked among the top three real-world-asset crypto projects by development activity, alongside Chainlink and Avalanche, per Santiment. x.com 

Hedera is overlooked despite being the chain trusted by Google, IBM, Boeing, LG and Deutsche Telekom, and quiet names like HBAR tend to move last and hit hardest. x.com 

Hedera's $4 billion market cap is not backed by real usage. The network generated $0 in revenue over the last 24 hours, and HBAR's price is moving on partnership announcements rather than on-chain activity. With no revenue and no demand, the valuation is hopium with a chart attached, not adoption. x.com 

Hedera, NEAR Protocol, Sei, Hyperliquid, Stellar and Internet Computer look like core winners of a future surveillance CBDC finance grid. They should surge as traditional finance implodes under an AI and debt/fiat bubble into a reset, with few retail investors on board. Per @noBScrypto, Hedera is institution-ready, NEAR has fast-growing AI utility, DTCC selected Sei and Stellar for tokenization, Hyperliquid is the top-growing DeFi L1 and Internet Computer runs decentralized AI on-chain. x.com 

Hedera is still absorbing the fallout from the Bonzo Finance exploit, and the market is still pricing in the damage. Chain TVL has fallen 45% over the past month, Bonzo has lost nearly 78% of its TVL, and HBAR is down 10.5% on the month. Security scares can erase months of trust overnight, while adoption takes longer to show up in price. x.com 

Cardano, Hedera and Polkadot lost a potential demand catalyst after Grayscale withdrew its ETF filings for ADA, HBAR and DOT, which is clearly not bullish. Per @ZenaXBT, the filings had sat with the SEC for about a year, and no reason was given. x.com 

Crypto stays in a bear market for roughly the next 3-8 months, even after the SEC and CFTC jointly clarified that most crypto assets are not securities. Their interpretation explicitly names Bitcoin, Ether, Solana, XRP, Cardano, Dogecoin, Chainlink and others as non-securities, a win for clarity that should lift investor confidence. That news may spark a short-term relief rally over the coming weeks but will not cancel the bear market. The outlook is bullish over a 5-20 year horizon. x.com  x.com  … Show more