Litecoin's next bull market will come from usage as digital hard cash, not another crypto-native narrative. It is scarce, decentralized, liquid and fast, and as more major companies accept it as payment, people may hold it alongside cash. Once they notice their cash being diluted while scarce Litecoin can preserve purchasing power, demand could change dramatically. Bitcoin remains the ultimate digital store of value. x.com 

Litecoin should probably do well as the economy finally enters an expansionary phase after five years of contraction, which points to a rebirth of crypto. Its chart has made a third touch of the diagonal, and RSI is back in oversold territory, where each macro bottom was found. Nearly 8.5 years without expansion meant a lot of lost opportunity. x.com 

Programmability lets stronger monies displace native L1 tokens, eroding monetary premium. Money concentrates liquidity in few assets; stablecoins and wrapped bitcoin dominate Ethereum swap pairs, while stablecoins take lending share. On Solana, stablecoins dominate lending and are starting to replace SOL in swap pairs. Litecoin and Kaspa should lose monetary premium as programmable ecosystems mature. Whether limited Bitcoin extensions cross that line remains unclear. x.com 

Ethereum is a buy, stake and hold as institutions accumulate and supply tightens. Spot ETF holdings rose from 3% to 10% of supply in a year, treasury vehicles keep stacking, 30% of ETH is staked, exchange balances keep falling and fee burns offset issuance in busy periods. Most stablecoin and tokenized-asset activity routes through Ethereum and its L2s, and staking pays about 3%. Institutional tokenization will happen, perhaps outside the US first. The Wave 3 target is $9,200. x.com 

Digital assets including Bitcoin, Ether, Solana and XRP could see the largest crypto rotation ever, as a 1-2% shift out of global equities or a stalled AI trade would dwarf 2017 ICO and 2021 retail money. Unlike earlier retail-and-leverage cycles, spot ETFs can absorb billions, corporate treasuries hold large BTC stacks, and tokenization gives TradFi something to underwrite. The 2024-25 ETF wave proved institutions buy when the wrapper looks like a mutual fund. x.com 

Litecoin lacks the attention of other crypto assets such as Zcash. It may be a better digital asset to transact with, but it is not a store of value. x.com 

Zcash's price is running ahead of its usage, so this rally is not one to buy yet. ZEC is becoming the privacy coin Wall Street can buy, as Grayscale works to turn its trust holding 2.3% of supply into an NYSE-listed ETF, and Flexa and CrossPay add spending options. But after a 68% weekly jump to about $14B, nearly twice Monero, the ETF is not live, the 200K ZEC contribution has not happened and fees were about $2K in a day. A live ETF, real inflows and a held pullback would change the view. … Show more

Bitcoin sentiment looks to be bottoming, and sentiment bottoms before price. While crypto's obituary is being written, with Saylor $9.7B underwater, Eric Trump's miner down $600M and BTC at $64k, Bitcoin and Ether spot ETFs just logged their first week of net inflows since May. x.com 

Litecoin's dream is dead, despite its respectable standing among older coins. It never achieved Lindy status, and with bitcoin and Zcash already occupying its positioning, it is unclear what catalysts for Litecoin even exist. x.com 

Bitcoin and ether will go much higher at some point on simple supply and demand, driven by a steady bid from treasury companies and recent ETF inflows. Last week Strategy bought 34,164 BTC for $2.54B and Bitmine added 101,627 ETH for $235M, both funded by equity, so there is no liquidation price. Adjusted for market cap, Bitmine's week equals Saylor spending $1.35B on bitcoin. Strategy now holds 4.07% of all bitcoin and Bitmine 4.12% of all ether. x.com