Simonon

Goldman Sachs has disclosed crypto holdings worth $2.4B.
Very interesting to see them holding almost as much ETH as Bitcoin.
For a conservative investment bank that typically sticks to standard portfolio structures like marketcap weighting, this speaks volumes on how they’re significantly more bullish on Ethereum than Bitcoin, which would normally be 4–6x larger in such portfolios.
This is the institutional supercycle, and ETH is clearly the institutional darling.

Think it’s $INX time to shine.
Apart from the unluckiest TGE timing imaginable, the FUD has settled, weak hands are gone, and price has stabilized / is slowly breaking out.
At the same time, the Infinex roadmap looks incredible. They’re shipping faster than most crypto teams, the team is stacked, and they’re well funded to survive even the worst market conditions.
On top of that, at a time when FUD against CEXs is at all-time highs and the industry is finally realizing that crypto is nothing but borderless, permissionless finance, we need an onchain terminal that perfects UX more than ever.
Ha

Pretty cool, Kaito just announced a partnership with Polymarket to offer Attention Markets.
Interesting to see the wheat separated from the chaff.
While most InfoFi platforms died after Nikita shut them down, Kaito proved real resilience with their strong data stack and algorithmic moat.
Glad I held all my $KAITO, wouldn’t be surprised if they have more bangers like this in the pipeline.

gm to everyone who refuses to stop believing in fundamentally strong altcoins.
Our time will come.

"crypto has no real use cases, it\'s just speculation and ponzi schemes lol"yeah bro whatever

Crypto people yesterday: it’s so over, I am exiting the market, I can’t take this anymoreCrypto people today:

Posted this yesterday and thought it would take 6–8 weeks. Turns out it took one day.Even better, all the pain wrapped up in a single ruthless candle.Bottom is in.

Insane blow-off tops across precious metals, casually wiping out a few trillions.Who could’ve seen that coming lol.Risk on rotation into crypto about to begin.

Memecoins are back