Stella narxiALPHA

Pump Fun is down 30% And it’s drained some perps buyers to $0 Meanwhile if you had listened to yappers you’d have caught the huge SEI, @arbitrum and @Polkadot wins in same timeframe Is Infofi bringing better alpha to the table? Are yappers now the better traders? Keep yapping, you’re doing the right thing People will get jealous, ignore it First they ignore you, then they laugh at you, then they fight you, then you win

Happy Friday! Sangria is the alpha for the weekend🍷

We're finally seeing a good $ETH pump, and I'm hitting a 2x since my last buy. 🫡 Feels like we might be getting the classic $BTC pump, then large caps, then alt season? Market Updates & Alpha ↓ + Alts that are still in accumulation 🧵 -------------------- Honestly I wasn't sure we'd have the classic rotation this late in the cycle. $BTC -> Large Caps -> Small Caps But it seems like we already got the $BTC pump, now the large caps, then hopefully the Alt Season will follow. $BTC has shown so much strength, with its dominance that didn't seem to slow down. Since the start of the year, $BTC has outperformed nearly all top 20 tokens, except for $HYPE. Now, BTC dominance is finally starting to drop. But we still need to go lower to get a proper Alt Season. Last time we broke the dominance trend, end of 2024, we got a pretty good Alt Season. The Alt Season Index is heading back into the Alt Season zone, and $ETH is reclaiming its rightful price above $3500. And as you’ve read here many times, people are expecting $ETH to lead the Alt Season, with profits trickling down into smaller caps after. -------------------- But you have to keep in mind we're also in a "take profit" zone. People usually are cautious in the beginning of a bull run, and get greedy toward the end. You should be doing the opposite, risk on at first, and reducing risk by taking profits on the way up. Do I think we're going higher? Yes, I think the top is not there yet. I'm still cautious here, but we might be entering a real phase of euphoria. ✦ Why is that? • We just hit an ATH with the total Crypto Market Cap reaching $4T. Money attracts money, sentiment is good. • $ETH above $3500, while many swore we'd never see $ETH even above $2000. $ETH pumping is something many weren't expecting, and among the things that can launch an Alt Season. • $BTC seems to be ranging between $117k to $121k. Which is a good thing for an Alt Season, but doesn't mean we can't breakout and push for another ATH later. Both scenario would result in some kind of euphoria. • An OG $BTC Wallet that's been dormant for years just awoke. With around $9.4B worth of $BTC to sell. Selling has started already, yet $BTC PA remains good, and no FUD has been spread around that. That's what happens in a euphoric market. • Trump is going to open the $9 trillion US retirement market (401k plans) to crypto investments, which obviously is a good long-term catalyst for inflows in $BTC. • Assets typically loved by the mainstream, like $XRP or $DOGE, are seeing huge pumps, which can definitely attract interest and give a signal of "Crypto is back". • An upcoming $SOL ETF is also another good catalyst. • Global Liquidity is rising, as well as crypto adoption. That's just a few reasons why the Market might turn even more euphoric. We could be hitting a small top of euphoria right now after a +120% on $ETH in just 3 months, yet we'll definitely see more euphoria for 2025. -------------------- So if we actually get a rotation into small caps, and a proper alt season, what hasn't pumped yet? AI. Honestly we've seen decent pumps for AI tokens, but nothing like we used to have back in late 2024. ✦ Why could it be among the biggest pumps of 2025? First of all, cause it's AI, it's everywhere now. Secondly, fundamentals are getting way better, and Crypto x AI is actually seeing use cases. Third, NVIDIA is still the largest company by Mcap, with a recent ATH. The latest quarterly earnings were very good, the next ones are end of August. It's bullish for AI in general. AI as a whole is just on an uptrend. -------------------- ✦ So which AI tokens am I bullish on in Crypto? That's almost the easiest part, as betting on AI as a whole is already a strong thesis. So we have some big caps I'm bullish on, if I should go with just one AI large cap, that'd be $TAO. I'd also consider #VIRTUAL for the AI Agent part of the narrative, but the PA hasn't been so good lately so i'd wait for signs of a reversal. And we have some small caps, that are the ones I'm the most interested in. $XMW $SERV $AVM $EMP $CODEC That's my picks. And most of them are in crazy good accumulation zones. I already talked about these here, if you want to start building your thesis: 🔗

Alpha in one post.

This one is huge 👇 A direct connection between the @peaq network and the @BNBCHAIN thanks to the @StargateFinance bridge So much alpha to come thanks to $PEAQ capital efficiency Cross-chain machine liquidity is about to get a serious upgrade This is just the start 💯