Teripang

@GVRCALLS 2027

When will be the Actual bull run start? July 2026 -Sept 2026 : dip Buying time Oct 2026 - Dec 2026 : Pumping time Total Alt season period : 3 months

@Crypto_Moe84 this shit deserves more zero

ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933 What an opportunity we will come back later to this chart

@greenytrades aerodrome

I honestly don’t know what altcoins I want to hold in the next bull. $HYPE trade feels over to me for now, revenue slowing down, market share moving to other platforms, just look at $LIT $NEAR intents are everywhere, but I want lower on that chart and it has previous cycle overhangs Older memecoins got slammed, newer memes got slammed, nothing there screams “hold me for a year” I do like $REKT - the boys always cooking over there $VVV and $SERV like if they have proper use case and tokenomics remain strong then yeah $SOL I don’t think makes a new ATH in price, $ETH outperforming $BTC here for a short period is identical to last bear cycle before we dumped even more in USD. Privacy makes sense somewhat, but do you choose $XMR which is legit the OG privacy token or the P&D $ZEC Layer 1s and 2s are dead - they will never be able to compete with SOL or BASE or ETH. DeFi is struggling in a world of AI and Quantum risk but some Solana tokens like $JITO, $JUP, $PYTH are catching a bid somewhat, but can they maintain that month on month, year on year. I mean I haven’t even spoke about the DeFi hacks from social engineering scams earlier this year that scares me. So I’d love to hear what you think? We are soooo rotational compared to previous cycles, maybe it’s more obvious in the bear but there’s seriously no strong contender obvious to me now.

@TraderMercury 48-66 . sideways for months

all good things must come to an end and unfortunately for $HYPE, that seems to be now. the same trend I've been watching for the past 6 months is finally breaking; I must logically assume I am wrong - downtrend reversal is the base-case scenario. to be fully transparent, though: I threw in the towel in late-February of this year as well, which made me look / feel like a fool shortly afterwards I was able to re-subscribe to the trend later on and get rewarded nonetheless; I feel confident in my ability to do it again if the market decides to play out this way. but it's worth noting that same humility from February is also the exact reason why I wasn't screaming about how great HYPE fundamentals are, as price went -60% lower for several months prior... goodluck to all.

@TimeFreedomROB but 30x is crazy. 3x is fine 😂

Feb 6th 2024 Coinbase listed AERO on the main exchange ✅ Feb 24th 2024 AERO began a 30x Parabolic 🚀 July 17th 2026 Binance listed AERO ✅ Little white circles are where the listings took place 👀 ⌛✈️ Same place again 😏

finally return of the DeFi cycle.

@Crypto_R0D PLEASE NOOOO

I don't wanna bear post but ... Imagine the smell $ETH

@Crypto_Chase nope , bnb is .

$ETH with the most strength / best structure out of the majors during this dump. What a shame, zero it is.

@Reisinger750 @TimeFreedomROB you need longer timeframe and dont time the market buddy

@TimeFreedomROB But is 1$ still working with the parabolic curve? Seems low compared to the possible 13$ in Q4

Potential Livermore Accumulation Count for $AERO 1D

@marketwizard short term noise . open 4h and daily

$ETH at resistance, pumping on a Saturday while open interest rises, spot CVD falls, and funding climbs. Longs entering while spot is selling. What could go wrong?

eric trump might nail it this time . send it @EricTrump . $eth

@DombaEth27 @ethena @LidoFinance 😃

@DombaEth27 @ethena @LidoFinance bullish ldo , not ena

BREAKING: Bullish untuk $ENA USDe dari @ethena kini resmi di tambahkan ke Lido EarnUSD oleh @LidoFinance. Artinya: $USDe kini menjadi bagian dari vault yang dikurasi untuk strategi berbasis $USD, memperluas utilitas dan akses ke ekosistem DeFi yang lebih luas. Adopsi terus bertambah. Fundamental $ENA juga semakin kuat.

@Darky1k 2-2 . will do penalty

Everyone wants the outcome. Very few are willing to go through the chaos that creates it.

@MoneyPrinter0x crazy talent

@jerallaire a big thread for a big threat .

We’ve had lots of questions from our investor community looking for thoughts on OUSD, and so I thought I’d share my direct views here for anyone. Stablecoin networks are platform and network effect businesses that are established over a long period of time, tend towards winner-take-most market structures, and resemble other internet platform utility markets. There are several layers that drive this. First, stablecoin networks effectively act as public protocols and software layers on the internet and their network strength is a matter of the number and range of applications and services that integrate to the network. Every time a developer or service provider integrates to the network, it brings more network effects. This attracts more developers and adds more utility and more network effects. This then drives demand for the digital currency itself, which then reinforces these network effects through liquidity network effects. We have realized this at a massive scale with the USDC network today — thousands upon thousands of services integrate with our network, which in turn provides immense utility not just to each application, but to users as a whole who benefit massively from the reach and interoperability that exists. This drives user and developer preference further. We’ve invested in building that ecosystem over nearly a decade, and now it’s accelerating as mainstream institutions come onto the network, connecting their customers and users. We add to that utility by building software stacks that further expand and strengthen the network — protocols like CCTP and Gateway, which promote interoperability, safety and liquidity around the world. This expands the target surface area for app builders and developers, making it easy for them to tap into the liquidity and network effects that already exist. We are now seeing that stack get pulled into all kinds of chains, permissioned L2s, networks being built by governments, and so much more. The second layer is that of liquidity network effects. This is fundamental. Liquidity begets liquidity. For a stablecoin to achieve scale and utility, it needs to be highly liquid, both on a primary basis (e.g., through all the major financial market centers in the world, with world class direct banking liquidity) and on a secondary basis both by being available and tradeable for retail and institutional clients in every geography and against every fiat instrument in the world. People who want to access and move value need to be able to easily get in and out of that digital currency. Here, we’ve invested nearly a decade in building out that liquidity, and it is now entrenched in exchanges, DeFI venues, and with PSPs, payments firms, regional exchanges, and so many others. Establishing these liquidity network effects also involves building global regulatory infrastructure and ensuring that the stablecoin is available under various regimes around the world. Today, USDC is in the top 3 most liquid digital assets in the world, and it falls off sharply after that. BTC, USDT and USDC have extraordinary liquidity. The closest other dollar stables are like 10x smaller and that liquidity tends to be concentrated in promotional books in a single exchange, whereas USDC liquidity is dispersed widely across dozens and dozens of surfaces. Building this liquidity has been a nearly decade-long task that we continue. A third layer of network strength comes from the deep integration with the policy and regulatory environment — in many cases, years of effort to build licensing (e.g., USDC is the only large global stablecoin currently available in all of Europe or Japan), and more regimes for stablecoins are coming online, with Circle leading the way in ensuring that USDC is officially recognized, registered, licensed and accepted in the most important markets in the world. On the back of this is the work of building global banking, reserve management and treasury and liquidity management that can operate this on a nearly 24/7 basis in markets and banking systems globally. This globalization effort is a massive investment that we have made over the years. All of these investments by Circle and our global ecosystem of thousands of partners have delivered the net result of providing the world’s most trusted and available digital dollar infrastructure—a utility that any user, developer, or business can freely and easily tap into. And we do not intend to slow down. All of this compounds and shows in the numbers. In Q1 2026, according to third-party analysts (Artemis) who track stablecoin adoption, USDC handled nearly $30T in onchain transactions, representing 80% of all dollar stablecoin transactions on blockchains. USDT handled the remaining 20% of transactions. All of the combined remaining dollar stablecoins handled a total of 0% of transactions (i.e., < 0.5%). While other stablecoins may have some circulation, most of that is through promotions and incentives, the actual usage is extremely limited—because of the extremely limited liquidity and network utility that exists for these coins. But my thoughts on the competitive landscape are not just about the strength of our network—there are also considerations around any new initiative. Several perspectives and positioning have been shared about how something like OUSD improves on something like USDC. 1) Free mint and burn. The argument suggests that existing stablecoins charge burn fees, and payments firms should not need to pay these (despite the fact that the entire payment industry is built on small bps fees on various ingress and egress points on their networks). There are structural market realities built around the fact that some stablecoins impose very large redemption fees and have limited redemption facilities – the impact of this is that stablecoins with strong redemption facilities, good liquidity and no fees become the offramp for their competitor stablecoins. It may seem easy to say one will offer unlimited and free redeems, however market reality likely forces other behavior. This can be addressed – and is addressed by Circle – through contractual mechanisms vs. a blanket fee exemption. 2) Everybody wins and shares. While this sounds good in principle, the reality of the market and market opportunity is quite different. Today, Circle shares the majority of its income with its distribution partners, and we continue to lean hard into expanding those partnerships with leading companies across every sector of the market. However, we also retain significant income that allows us to invest in the massive market infrastructure that makes this such a powerful and valuable utility for the world to build on. Giving away all the income is a recipe for starving an infrastructure, systematically underinvesting and ensuring that your platform will remain limited in scope. Furthermore, Circle believes that the future stablecoin market is likely several orders of magnitude larger than it is today. We’re actively bringing partners into the USDC ecosystem through a diverse and growing set of partnership models that span our work with exchanges, custodians, payments firms, asset issuers and more. We are excited to continue to build with a “big tent mentality” where the entire ecosystem can grow value together. 3) A consortium where everybody has a voice. Perhaps I have a cynical view, but the track record of consortium products achieving scale, P/M Fit or even basic product agility is absolutely dismal, and while there are examples of financial consortia that operate utilities, they are predictably slow moving. Large groups of large companies coordinate poorly, have misaligned incentives, slow things down and rarely create the space for real durable innovation and competitiveness. They also typically, out of their own self-interest, starve the consortium itself on an operating basis. We actually tried this in the early days of USDC, and even with a very small group, ran into endless challenges and complexity. Smaller, tighter strategic collaborations and commercial partnership arrangements with product and platform builders that can drive forward independently will almost always outcompete large consortiums. But oftentimes when these get formed, everyone feels like they should put their logo on the list, kiss the ring, and make noise about openness. But typically those same firms will turn to their operating units and make the best decisions for their customers, which often means partnering with the market leader and building durable win-win partnerships. There’s also been a bunch of commentary on Circle's partnership with Coinbase and what this all means. Our stablecoin partnership with Coinbase remains as strong as ever, and I think we both see that enormous opportunity ahead to expand the USDC network. A final comment: Circle remains committed to supporting a wide range of different products and infrastructures, even when we might compete with different aspects of those partners’ products in other areas of our business. With OUSD, we work closely with many of the founding members, and we expect that those same members will remain large USDC partners and customers. At the same time, as Circle has diversified our product and platform stack, expanding across Arc, CCTP, CPN, StableFX, Agent Stack and many other areas, we continue to expand the partnerships and collaboration with many other stablecoin issuers — dozens of them — to help them launch on Arc, leverage our interoperability infrastructure, get supported in our Wallets and become settlement and FX options on CPN and StableFX. We are huge believers in growth in the stablecoin ecosystem and welcome OUSD as a new member of the community!

@aixbt_agent what's your thought on $ldo . seems like the team is cooking

@shvalkadragon nice call

@shvalkadragon bener. margin call sakit meski uda biasa

$ENA di $0.072 — deket cycle low. Semua orang udah nyerah. Tapi 3 hari terakhir ada shift yang jarang dilihat: CVD candles belok HIJAU + on-chain flow berbalik positif. Momentum mulai bergeser. Breakdown 👇 1/ CVD candles (CoinGlass) 3 hari terakhir: 🟢 Belok hijau dari bottom — buyer mulai ngalahin seller Setelah berminggu-minggu CVD turun terus (sell dominan), ini shift pertama yang keliatan. Bukan cuma harga hold, tapi tekanan beli beneran mulai masuk. 2/ On-chain Nansen KONFIRMASI (24 jam): 🟢 Top PnL: +$34.4K masuk (5 wallet) 🟢 Whale: +$51.2K masuk 🟢 Exchange: -$188.4K OUTFLOW (berbalik dari inflow!) Kemarin masih ada tekanan jual. Sekarang smart money mungut + koin ditarik keluar exchange. Nyambung sama CVD hijau. 3/ Bahan bakar squeeze udah lengkap: 🟢 Funding negatif (crowded shorts) 🟢 Open Interest naik terus 🟢 CVD belok hijau Banyak yang short di harga bawah. Kalau ENA bounce dari sini, short-short ini kena squeeze = akselerasi naik. Kesimpulan: $ENA setup bounce mulai kebentuk: 🟢 CVD candles belok hijau 🟢 Smart money + whale mulai mungut 🟢 Crowded shorts = squeeze fuel 🔑 Trigger yang ditunggu: break $0.0917 + BTC stabil ⚠️ Belum konfirmasi penuh — CVD baru 3 hari, BTC masih rawan Sinyal membaik jelas. NFA — DYOR Data: @nansen_ai