Passive buying is absorbing aggressive selling in Curve's CRV near one of two possible macro bottom zones. Both spot and perp CVD are falling while price rises, and open interest continues to climb; positive funding is low enough to be effectively neutral. If this zone fails, one more push lower is possible, though still above $0.29; either way, the bottom should be close. x.com  x.com 

Fundamentally grounded altcoins such as Ethena, Curve, Chainlink and Hyperliquid could see a more sustained next leg higher if bitcoin holds its range. These protocols have real revenue, users and on-chain activity but were sold indiscriminately during consolidation, and bitcoin's breakout gave them cover to close the discount. Meme tokens rising too shows broad liquidity, and broad rallies tend to last longer than skeptics expect. Hyperliquid's 32% gain near its highs shows real momentum. x.com 

Altcoins are entering their first expansion against stablecoins since the 2016-17 altseason, a run that should dwarf 2021's by 2027. Altcoins have broken out of an ABCDE triangle against stablecoin dominance as focus shifts from stables into altcoins; 2021 was only a retrace season. Widespread fear of a dip, and side-liners waiting for one, point higher in the immediate term. Picks for the initial run include Bittensor, Solana, Pudgy Penguins, Ondo, Book of Meme and Curve. x.com  x.com  x.com  … Show more

Circle is building a network-effect moat by tying the biggest exchanges and payment players to USDC, to compete as the default settlement asset in trading and payments. Its deeper Binance deal is now its only exchange tie combining equity, incentive fees and wallet integration, second only to Coinbase. Coinbase, Binance and Hyperliquid hold where money sits; Intuit, JCB, Nium and Tazapay move it; CPN and Arc aim to settle it. Dominance isn't secured yet, and rivals are expanding too. x.com  x.com 

Sky, formerly MakerDAO, is ready to break out of a W pattern that ranged for years, helped by improving fundamentals, buybacks on the way and a bullish DeFi season. A break above 0.1 would send it flying without a ceiling. Its redenomination also makes the coins mentally easier to buy. x.com 

Bitcoin and crypto are showing bull-market resilience, holding up relatively well despite a stock pullback, the Iran war and plenty of macro uncertainty. GCR's rule is that it is a bull market when bad news fails to sink prices, and that kind of resilience is usually a bullish sign. The bull run still looks to be in its early stages. x.com 

Aave looks favorably priced at about 6 times sales given its remarkably durable revenue. Per @LorenzoARK, Aave has grown revenue consistently in bull and bear markets, has $60 million year to date and is on pace for over $200 million this year, with deposits and borrows appearing to bottom and V4 set to add substantially. x.com