CrediBULL Crypto
Crypto Analyst & Trader
Institutional HBAR exposure is growing through Canary's Hedera ETF. It now holds over 800 million HBAR, up 69% this year, or 1.82% of circulating supply in one fund. x.comÂ
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.comÂ
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.comÂ
Negative OKX funding and net-short top traders could fuel a Hedera short squeeze if price reclaims its 50-day averages. Price is still below every short-term moving average and RSI remains weak at 44. A daily close above $0.0878 could open $0.091-$0.0945; losing $0.0833 instead puts $0.0798 back in play, below which the weekly support band breaks. x.comÂ
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.comÂ
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.comÂ
AI's explosive demand for computing power, which BlackRock highlights could become huge by 2030, should translate into crypto growth. DFINITY's Internet Computer is building decentralized cloud infrastructure for AI, while Hedera is building a trust layer to make AI verifiable. x.comÂ
Ethereum's case rests on keeping and widening its lead in real-world assets, the market it has spent the last couple of years positioning itself to own. It needs to keep dominating RWA DeFi TVL, and if the RWA thesis plays out, Ethereum is where that value should settle. x.comÂ
Growing onchain stock activity makes cryptocurrencies less compelling even as blockchains succeed. Active RWA TVL in DeFi rose from $15M to $332M in ten months, over 20x. Stocks are set to eat crypto on its own turf, not the other way around. x.comÂ
Solana now has the complete stack for real-world assets: 300K+ holders, over $16B of stablecoins and Mastercard and MoneyGram rails give tokenized assets the liquidity and distribution they needed. Per @Hercules_Defi, over $4B of RWAs are tokenized on Solana, $5.8B of tokenized-equity spot volume traded in Q2 and Solana captured about 97% of cumulative equity volume, with BlackRock's BUIDL above $550M there. x.comÂ