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The market is down bad with all the geopolitical tension, but we rode the rollercoaster to pull the alpha from @modernmarket_'s latest Space. Let's get into it. 👇 1️⃣ Hyperliquid, the war machine The platform is exploding with volumes nearing $6 billion per day. The reason? The success of its markets for real-world assets (oil, gold), which make up 40-45% of the total volume. The volume on oil already represents 5% of the traditional futures markets, according to @Legendaryy. Rahim says he's more bullish on $HYPE than on Bitcoin for the next 6-8 months and is looking to accumulate. 2️⃣ Bitcoin, the rock in the storm Despite the macro turmoil, $BTC is holding strong above $71k. One theory: it's serving as a neutral financial rail for capital flight in the context of a "weaponized dollar." Its strength isn't just coming from ETFs, but also from quiet accumulation by whales. Watch out, though—it probably wouldn't withstand a major stock market crash (-20%). 3️⃣ A yellow card for AI OpenAI is offering funds a guaranteed minimum return of 17.5% on their investment. According to the speakers, this is a sign of stress in the VC market. @Legendaryy and Rahim compare this to the unsustainable yields of projects like Terra/Luna. A sign that raising money is getting tough, even for the giants. 4️⃣ Geopolitics & Markets US statements on the Middle East are seen as a tactic to calm the markets and rising rates. Oil dropped 10% after that, but the effect is already fading. The host remains bearish on the markets, with a long position on oil and a short on stocks. 5️⃣ Prediction Markets' United Front A new VC fund dedicated to this sector has just launched. Notably, it's backed by the CEOs of competing platforms Kalshi and Polymarket. For @Legendaryy, this collaboration in the face of regulatory pressure shows the size of the long-term opportunity. 6️⃣ Crypto Resilience Bitcoin is showing remarkable strength. But what's really impressive is Hyperliquid's growth, with its oil volume already rivaling traditional markets. The sector is showing its ability to innovate and capture value even in an uncertain macro environment. Thanks for reading

One tweet, a $2 trillion market cap, and a lie that did the market some good. It was war on the charts tonight, so we tuned into the latest Space from @smoltalk to break it all down. Here are the 7 key takeaways. 1️⃣ The lie was good A Trump tweet about alleged "productive discussions" with Iran pumped the S&P 500 and $BTC from $68k to over $71k. Iran denied it 30 minutes later, but the market didn't fully retrace. An insider placed a $220M long just before the tweet, netting a $65M profit. @rusk0f took the opportunity to sell 20-30% of his positions to secure some stables. Meanwhile, @SnowbullC is waiting for a test of the range low around $62k and is watching for a short if $BTC gets back to around $72.7k. 2️⃣ SECURITY ALERT: OVH @rusk0f issued a major alert about a security breach at hosting provider OVH. Data from 1.6 million customers has reportedly been compromised. If you're hosting trading bots or autonomous agents on OVH VPS, your private keys are potentially at risk. Immediate action: check your exposure and move your assets or sensitive keys. 3️⃣ Polymarket: The farm goes on Big news: Polymarket is going to implement fees BEFORE the airdrop. For @rusk0f, this is a very bullish signal. This means the snapshot isn't happening anytime soon and there are still several months left to farm. On top of that, liquidity providers (limit orders) will also be rewarded. 4️⃣ Backpack: FUD or opportunity? There's total FUD around $BP after a disappointing airdrop (around $200 per MadLad). The bright side: the airdrop is 100% community-owned, with no allocation for the team or VCs. Most importantly, $BP tokens can be staked for 1 year to be converted into company shares during its IPO. @rusk0f remains bullish long-term and hasn't sold. He might even accumulate if the price drops. 5️⃣ Hyperliquid ($HYPE) According to @SnowbullC's analysis, the $HYPE chart looks bullish, but he prefers to wait. He's targeting a correction to the $34-$36 zone before considering an entry. The $PURR token is correlated, but an entry is considered risky after its recent run-up. 6️⃣ Bittensor ($TAO) @Lamsito_eth shared his great performance with a 2x on his position. @Frenchiee reminded everyone that $TAO is a decentralized AI network, with "subnets" that are independent projects. The crucial info came from "d'o": the tech is based on Polkadot's Substrate. The consensus is that the project is solid, but it might be too late to get in now. 7️⃣ Today's memecoins @rusk0f bought The Seven Wanderers ($7) at a $3M market cap but is about to sell at his entry point, disappointed by the lack of momentum. @Lamsito_eth, on his end, pulled a quick 2x on a token from the Annoying Orange ($ORANGE) of the TikTok trend. Thanks for reading

The market was on the brink of a meltdown We're recapping the @modernmarket_ Space, which covered the geopolitical chaos and its impact live. Let's get into it. 1️⃣ The Tweet that calmed things down (for 5 minutes) The market was on the brink with the US/Iran escalation and $WTI oil almost hitting $100. Then a post from Trump on Truth Social announced a five-day "pause" on strikes. Immediate reaction: oil dumped, $BTC pumped to $71k, and the indexes went back into the green. Except Iran quickly denied any negotiations, accusing Trump of trying to buy time. The alpha of @Legendaryy: he took advantage of the dip to re-long oil, betting on the structural tension to return. 2️⃣ Exploit on the USR stablecoin Resolv's USR stablecoin suffered a $25 million exploit. The cause: an "extra minting" exploit that crashed its price. Watch out if you're exposed. 3️⃣ Grayscale eyes Hyperliquid Grayscale has filed for an ETF for Hyperliquid's $HYPE token. A strong institutional signal for the ecosystem to watch. 4️⃣ "Crypto gaming is dead"? A statement attributed to the Solana Foundation caused a firestorm. The debate is on, and it highlights the current narrative tensions within the $SOL ecosystem. 5️⃣ News from the penguins Pudgy Penguins announced the launch of a new social game. It will be called "Icebreakers." One to watch for $PENGU holders and fans of the collection. 6️⃣ AI for cows Peter Thiel's fund, Founders Fund, has invested in a startup that uses AI to manage cattle herds. Valuation: $2 billion. Thanks for reading

The market is bleeding everywhere, and @smoltalk brought out the first-aid kit. Here's a recap of the gems from the last Space, where the tension was palpable. 1️⃣ Polymarket ($POLY) A big announcement is expected today. According to @rusk0f, this is the ultimate alpha right now to "make it." He even shared the insane perfs from his farming bot. The call is clear: farm the airdrop hard before the token drops. 2️⃣ Backpack ($BP) The TGE is today, in an apocalyptic market. There are two camps. @Lamsito_eth recommends selling the airdrop immediately to escape the bloodbath. On the other hand, @rusk0f and SnowbullC are ready to load up if the launch price is low, betting on the long term. 3️⃣ Macro Red Alert Fear of a "Black Monday" is at an all-time high with Trump's ultimatum to Iran. Even gold and silver are dumping: investors want cash to buy the dip. @rusk0f is considering selling everything to prepare for the worst. @Lamsito_eth recommends waiting it out, not selling his long-term positions, but not buying more either. 4️⃣ DeFi is taking on water The Resolv hack caused a domino effect, affecting projects like Morpho and YO Protocol $YO. @rusk0f urgently pulled his funds from the yoUSD vault right before a 3% withdrawal fee was implemented. The general sentiment: DeFi has become too risky for the yields it currently offers. 5️⃣ Ruskof's bet: Pumcad It's one of @rusk0f's "small bags" in the prediction markets narrative. The idea: when the $POLY airdrop puts the sector in the spotlight, smaller but solid projects like Pumcad could explode. The token has already performed well recently. 6️⃣ The Visa Signal Visa Crypto Labs launched a command-line interface (CLI) for programmatic card payments. This is a massive adoption signal from a finance giant. Very bullish for the ecosystem long-term. Thanks for reading

The market is bleeding hard, but smart money is already sharpening its knives. 🔪 We tuned into the latest Space from @WenTV_io to find the gems in this bloodbath. Here are our key takeaways. 👇 1️⃣ Bitcoin, the rock 🪨 Despite the widespread panic, $BTC is showing impressive resilience. The $66k zone is the support that absolutely has to hold, according to @SmartMonnaie. The market is heavily short, which could fuel a violent squeeze up to the $75k-$76k range if we see a de-escalation. An upside CME gap remains a magnet. 2️⃣ Hyperliquid, the regret 💧 The $HYPE token is holding up incredibly well in this market. @SmartMonnaie regrets not buying at $15 and is staying on the sidelines for now. He thinks the bottom is likely in and the token could be aiming for a 3-digit price. He's even considering rotating profits from a potential airdrop into it. 3️⃣ Circle, the long-term play 🏛️ The supply of $USDC and $EURC stablecoins is at an ATH, a sign of cash waiting on the sidelines. On the $CRCL tokenized stock, @SmartMonnaie stopped buying after a +170% run. He's waiting for a retracement to the $80-$90 range to add to his position, with very long-term targets of $800-$1000. 4️⃣ Sbet, ETH in disguise 🎭 This is a publicly traded company ($SBET) that's accumulating Ethereum in its treasury. According to @LeButineur_Off, the value of the $ETH they hold is 27% higher than the company's valuation. @SmartMonnaie confirms he has a position, which he sees as a spicy, asymmetric bet on Ethereum. 5️⃣ Gold & Silver, the dip to buy ⛏️ Gold ($XAU) has corrected almost 30% from its highs. Silver ($XAG) got hit even harder with a 50% drop. For @SmartMonnaie, this is a clear "buy the dip" opportunity to diversify his portfolio. The long-term narrative for commodities remains intact. 6️⃣ The Indices, the conflict pivot ⚔️ The S&P 500 is at a critical level. A de-escalation ("Taco") could trigger a violent bounce. A bearish breakdown would send markets to test the old 2024 ATH. Timing is key: historically, the bottom forms 15 trading days after a crisis begins. We're there now. 7️⃣ Sirup, the quick invalidation trade 🧪 @SmartMonnaie recently opened a position on $SYRUP from Maple Finance. He's trusting the "higher low" structure. But he's ready to cut the position if the last low is broken. A spec trade with a clear stop loss. Thanks for reading

The AI chip war is raging and the first heads are rolling. We listened to the latest Space from @modernmarket_ that was 100% dedicated to AI, and here are the gems we picked up. 👇 1️⃣ Bittensor ($TAO), the future of decentralized compute? Nvidia CEO Jensen Huang called the distributed training on Bittensor a "pretty crazy technical feat." Huge validation. For @bread_, we're witnessing the birth of an industry, just like Bitcoin mining in its early days. Funky even compared the opportunity to buying Bitcoin in the early days. The sentiment is beyond bullish. 2️⃣ The AI payments war A race is on for the payment infra for AI agents. @Legendaryy highlighted the huge gap: 29,000 payments/sec for humans vs. only 0.82/sec for agents. Two protocols are facing off: x402 (Coinbase) and MPP (Tempo), backed by Paradigm and Stripe. MPP seems to have the edge with its off-chain "sessions," which are way faster than x402's on-chain settlement. The market is nascent, but the narrative is colossal. 3️⃣ Geopolitical scandal over AI hardware A co-founder of Super Micro has been indicted for smuggling servers to China. Value of the operation: $2.5 billion worth of gear equipped with $NVDA chips. Direct consequence: $SMCI stock tanked by over 20%. This is the second front in the AI war between the US and China, this time on the hardware side. 4️⃣ DoorDash is turning its delivery drivers into data collectors With "Dasher Tasks," DoorDash ($DASH) is paying its drivers to film everyday actions or scan store shelves. The goal is clear: collect real-world data to train AIs and robots. It's an industrial-scale version of the "rent-a-human.ai" concept. A major trend where gig-economy players are becoming data providers for AI. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway.

The Nvidia CEO set the AI space on fire, and we've got the hot takes from the latest @WenTV_io Space. Here are the gems we picked out for you. 👇 1️⃣ Bittensor $TAO Nvidia's CEO, Jensen Huang, gave a nod to the project's architecture, causing a massive pump. According to @SmartMonnaie, the token is trying to reclaim the $330 level. A retracement to the $200-$220 range could be a buy zone to keep an eye on. Worth noting that 68% of the supply is currently staked. @LeButineur_Off has already taken profits, so be cautious after this run-up. 2️⃣ The US Clarity Act This is THE bill that could be a game-changer for the entire US crypto market. A compromise is taking shape on stablecoin yields and the division of roles between the SEC / CFTC. A political deal would tie it to deregulation for local banks to ensure bipartisan support. Time is ticking: it has to advance before the end of April to pass this year. 3️⃣ Update on the Kings $BTC & $ETH $BTC is showing great resilience and needs to hold its key support to stay bullish. $ETH is looking even stronger, seems ready to continue its run-up rather than correct. The gaps up to $80,000 remain potential targets for Bitcoin. 4️⃣ Hyperliquid $HYPE The project is getting recognition from TradFi, with a mention from JP Morgan. Its product and launch timing were praised by the hosts. 5️⃣ On the Memecoin Front We discovered $SIREN on BNB Chain, a $600M market cap behemoth that had flown under our radar. @SmartMonnaie mentioned $PENGO as one of his current exposures in this sector. 6️⃣ The Underlying AI Trend Big focus on the French gem Mistral AI and its strategy focused on local models. Key partnership with Nvidia via the Nemotron coalition. According to @LeButineur_Off, well-trained local AIs are underestimated and could outperform the large cloud models. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway.

The market is blood red and the drums of war are beating in the Middle East. We tuned into the latest space from @modernmarket_ to make sense of it all. 1️⃣ War & Stagflation The escalating conflict in the Middle East has direct consequences. Attacks on major gas infrastructure in Qatar (20% of the global supply) are sending us straight into a global recession. According to @Legendaryy, we're bracing for stagflation, shortages, and price hikes. The goal for the year is simple: preserve your capital and stay flat. 2️⃣ Hyperliquid x S&P 500 THE big DeFi news: Hyperliquid is launching the first officially licensed S&P 500 perpetual contract, available 24/7. This is a historic validation connecting TradFi and DeFi. Yet, the $HYPE token dumped, likely a "sell the news" event in a crappy macro environment. The long-term sentiment for the platform remains very bullish. 3️⃣ The IPO Market is Wrecked Kraken has officially suspended its IPO plans. The reason: market conditions are just too unfavorable. This raises a major question about the liquidity available for future IPOs from SpaceX, OpenAI, or Anthropic. The capital faucet from the Middle East is at risk of being turned off. 4️⃣ Paying the Bots A new trend is emerging: payment infrastructure for AI agents. Stripe is launching its Tempo blockchain and Visa is launching a new interface for programmatic payments. TradFi and crypto are fighting to capture "agents" as new customers. It's still very experimental, but @Legendaryy advises us to keep a very close eye on this. 5️⃣ RIP the Metaverse Meta is shutting down the social VR part of Horizon Worlds. The experience is shifting to mobile, marking a strategic pivot towards AI and cost-cutting. The metaverse real estate narrative is officially dead and buried. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway.

The market just slammed the brakes on the euphoria, but some signals are still flashing green. We tuned into the Morning Live from @WenTV_io with @SmartMonnaie and pulled out the alpha for you. 1️⃣ The game-changing announcement for $HYPE Hyperliquid dropped a major announcement: 24/7 perpetuals trading on the S&P 500. This is a first, in partnership with Trade[XYZ], allowing US indices to be traded even on weekends. The token absolutely ripped, showing extreme strength. @SmartMonnaie admits he was sidelined, waiting for an entry that never came. 2️⃣ Short Squeeze incoming on $BTC? The funding rate has gone massively negative again, the first time it's been this deep since 2025. Lots of traders are short, which could push the market to squeeze these positions higher. The key short-term support is in the $66k - $68k zone. As long as that holds, @SmartMonnaie is staying long. 3️⃣ $ETH stronger than the king? Ethereum is showing signs of relative strength against Bitcoin. While $BTC is re-entering its range, $ETH is holding above its breakout level. The ETH/BTC pair is on crucial support. If it bounces, it could signal the start of "altseason" and ETH outperformance. 4️⃣ The Stablecoin revolution is coming in April The "Clarity Act," a major US crypto bill, could get a vote next month. The key point: the ability for stablecoin issuers like $USDC to offer yield. If that passes, it's a massive catalyst for the appeal of stables and the whole ecosystem. 5️⃣ Payout incoming for FTX creditors A $2.2 billion distribution to FTX creditors is expected by March 31st. That capital could flow right back into the market and prop up prices. 6️⃣ Macro Check: The Fed's tone is getting hawkish The Fed is holding rates but now only sees one cut for 2026. The main enemy is still inflation, driven by the price of oil ($USOIL). The S&P 500 ($SPX) is on crucial technical support (200-day Moving Average) that absolutely must hold. Thanks for reading! x.com/WenTV_io/statu…

The market's feeling bearish, but @smoltalk dropped the hopium we needed. We took notes on all the alpha for you. Let's dive in. 1️⃣ The Meteora Masterclass Tiagogo broke down 4 strategies to generate yield on the platform. Boucle d'or confirms: he went from 4 SOL to 70 SOL by being "locked-in" on it. Strategy 1 (Safe Play): DCA into $SOL with the "Bidask" feature to buy the dip while earning fees. Strategy 2 (Accumulation): On tokens like $HYPE, use "Spot" mode to aim for 0.5% to 1.5% daily yield in fees. Strategy 3 (Hybrid): On $NEET, combine "Spot" and "Bidask" to max out fees and accumulation. @rusk0f shared his +33% PNL with this method. Strategy 4 (Degen): Ape into a memecoin at the top with $SOL, farm fees all the way down the dump, and exit on the first bounce for a 10-25% profit. 2️⃣ The Alpha of the day: Polymarket According to @rusk0f, there's a play on Polymarket. The platform allocated $2 million in rewards in March for bets on the NCAA basketball tournament. The odds are stable during the day, making it possible to position yourself to farm some of these rewards with limited risk. 3️⃣ The @Latuche95 Lesson The trader announced he "made it" after two years of non-stop grinding, especially on Pumpfun. He stacked enough capital to change his life and now only trades a few hours a day. It's the perfect example of what being "locked-in" and hard work can accomplish. 4️⃣ Is AI Going to Replace Us? The $BTC dip sparked a discussion on the future of work. @rusk0f is worried about many jobs (devs, designers, doctors) that could be replaced by AI in the next 5 to 10 years. His advice: young people need to focus on their online branding and web3 skills to stay relevant. 5️⃣ Project to Watch: Tempo It's a payment-focused blockchain, backed by Stripe and Paradigm. The kicker: it natively integrates banking systems via Visa and Mastercard. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway.

The market is schizo but we found our compass tonight in the @modernmarket_ Space. We've sorted out the most important gems for you. 👇 1️⃣ US Regulatory Clarity The SEC and CFTC have finally clarified: most cryptos are not securities. @Funky from the Blockchain Association confirmed that staking, wrapping, and airdrops are out of scope. This is massive news that de-risks the ecosystem for builders and investors in the US. 2️⃣ The Volatility Play The thesis for $HYPE as a volatility hedge is proving out. The next identified catalyst is "HIP-4" Hyperliquid's version of prediction markets. This could trigger a significant repricing of the token. 3️⃣ AI meets Crypto Mastercard's $1.8B acquisition of BVNK sparked the debate. According to @bread_, crypto's bad UX could be because it's built for AI agents, not humans. A major trend to watch very closely. 4️⃣ New L2 to watch: Katana The TGE for $KAT, a DeFi-focused L2, happened today. The project offers a "super-app" with trading, lending, and a stablecoin. The pre-staking mechanism is highlighted to boost rewards and voting power. 5️⃣ Macro & Geo Update @Legendaryy notes that equity markets are up despite an 'extreme fear' sentiment. The situation in the Middle East remains tense, and the consensus is that defense spending will increase globally. Gold remains a long-term hold. 6️⃣ AI goes mainstream Claude Co-work's new "Dispatch" feature lets you run an AI agent on your PC from your phone. It's a threat to OpenClaw, but not yet a replacement for power users according to @bread_. @Legendaryy thinks its simplicity will win over 80-90% of users, making the tech more accessible. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway. To listen to the full Space: x.com/modernmarket_/…

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As the market navigates between war rumors and shitty rugs, the SEC just dropped an atomic bomb on regulation. We covered it all in the latest @smoltalk Space. The 7 key takeaways 👇 1️⃣ THE NEWS: All cryptos are becoming "Commodities" This is THE ultra-bullish news of the day. The SEC has reportedly officially classified ALL crypto-assets, including NFTs, as commodities and not securities. No more regulatory sword of Damocles. According to @inesscrypto, this strengthens Bitcoin's status as an alternative in times of crisis and paves the way for more institutional investment. 2️⃣ Strategies for farming cash 💰 @rusk0f and @HiPiair shared some serious alpha. Alliance DAO: The incubator behind Pump.fun and Fantasy.top. Their list of startups is a goldmine for finding the next gems. Bulk Trade: The testnet for this LST on $SOL is live. There are points to farm and the project is well-connected. Polymarket: @rusk0f is obsessed with volume farming for the airdrop, aiming for the top 1000 using bots. 3️⃣ Which memecoins for the rest of the cycle? The smart money is betting on a strong comeback for memes if the market turns "risk-on" again. $PEPE: The king of 2023 could "run it back." $DOGE: The bet on an integration into X's payments by Elon Musk. $NEET: The narrative is considered very powerful and in tune with the times. 4️⃣ Dubai: Panic or opportunity? 🇦🇪 Sadek, live from Dubai, cooled things down. Yes, missiles are being intercepted, but life goes on. He strongly downplays the rumors of real estate "bargains" at -40%. The market is still very expensive. @Lamsito_eth thinks opportunities might appear, but in the long term. 5️⃣ The sad story of the $HOMELESS memecoin A textbook case of what not to do. The CTFR token pumped to a $90k market cap before collapsing. The classic scheme: a small group launches, shills, then chain-dumps on the community. 6️⃣ OpenSea: Private jet but a stalled product? A Vanity Fair article reveals the founders' lavish lifestyle. Meanwhile, the product is stagnating and the TGE is still a pipe dream. We remain very skeptical about the value of a future token. 7️⃣ Tether is getting into decentralized AI Big announcement from Tether, which wants to create an open-source AI system. The goal: to run AI models directly on our devices (phones, etc.) to ensure total privacy. An initiative to watch very closely. Thanks for reading! To listen to the full Space replay: x.com/smoltalk/statu…

The market put on its best green suit for St. Paddy's Day, but will the party last? We've broken down the latest space from @fomohour for you, here are the gems. 👇 1️⃣ Hyperliquid $HYPE Considered the team's number one pick, the token is on a crazy run. It recently broke past $40 and is even outperforming Bitcoin. @Tyler_Did_It and Jean are holding their positions, a no-brainer for them. High conviction, this is the play you don't want to drop. 2️⃣ Aster $ASTER The project is announcing its own chain: high speed and zero gas fees. Backed by heavy hitters ("CZ backed"), staking is coming for holders. Strong signal: @rektmando went long with 25x leverage. We're watching this one very, very closely. 3️⃣ LayerZero $ZRO Jean expressed regret for selling his ZRO around $2.15. The token is now trading at $2.30 and the hosts see huge potential. EOY target: between $7.50 and $10. He plans to buy back in if the price dips below $2. 4️⃣ Circle $USDC The best way to bet on the growth of stablecoins, according to the Space. Their pre-IPO token has more than doubled since February, trading at $130. USDC's growth is outpacing Tether's in adjusted volume. A bullish call, even if the train has already left the station. 5️⃣ Bitcoin $BTC & Macro The market is up for the second week in a row. Cautious optimism if BTC holds above the $70-71k zone. But watch out: the four-year cycle theory predicts a bottom in October. Alts could still suffer before taking off for good. 6️⃣ Solana $SOL At $94, the momentum seems to have run out of steam. The narratives that were carrying $SOL (memecoins, RWA) have faded. Jean sold all his SOL, a clear bearish signal from him. Lack of short-term catalysts. 7️⃣ OpenSea The postponement of their airdrop due to "market conditions" is not going over well. This feels like a move to launch at the market top to maximize profits for insiders. Meanwhile, a Vanity Fair article about the founders' lifestyle is stirring up drama. Jean strongly advises against buying shares on secondary markets. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway. To listen to the full Space: x.com/fomohour/statu…

The Middle East is on fire, trad markets are closed... and crypto is partying. 📈 We listened to the latest Space from @modernmarket_ and here's the alpha we picked up. 1️⃣ Hyperliquid, the 24/7 cash machine The $HYPE token hit $41. The platform is blowing up with over $1.2 billion in daily volume. Its edge? Trading perps on assets like oil, even on weekends when everything else is closed. Despite the regulatory risk (no KYC) pointed out by @Legendaryy, the thesis remains solid. Next catalyst to watch: HIP-4 and the launch of prediction markets. 2️⃣ Bitcoin, the institutional safe haven $BTC is showing impressive strength, even at $74k. MicroStrategy doubled down again with another $1.57 billion. Spot ETFs continue to suck up liquidity, with $200M in net inflows yesterday. The conflict in the Middle East is increasingly positioning it as a safe haven against gold. 3️⃣ Hidden alpha: Helium The world's 2nd largest helium producer has halted production. Result: supply shock and the price has doubled. This gas is essential for semiconductors, aerospace (SpaceX, NASA), and medical applications. An original investment angle on the consequences of global instability. 4️⃣ Nvidia: the battle of the titans The AI chip giant is targeting $1 trillion in revenue by 2027 and is jumping into software with NeMoQA. For @Legendaryy, it's a short: the "marginal buyer is gone" and the $NVDA stock is vulnerable. Stats disagrees: CPU demand is practically infinite and Nvidia has its own alpha, uncorrelated from the market. Two visions clash, opinions are divided. 5️⃣ Actionables: Airdrop & Tools The USDAI airdrop is live, go check your allocation if you've been farming. CoinGecko dropped a new command-line interface (CLI) for devs and AI agents. Another step towards making on-chain data accessible to everyone. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway. To listen to the full Space: x.com/modernmarket_/…

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The market was printing green for 8 days straight, we were starting to run out of ink. Luckily, the @smoltalk Space was there to reload our alpha cartridges. Here are the top takeaways. 1️⃣ The Portfolio Cornerstone: $HYPE Considered a must-have alongside $BTC. The token seems uncorrelated from the rest of the market, and the platform is attracting more and more instos. For those who missed the train, @SnowbullC identified a potential buy zone between $33 and $36. 2️⃣ Memecoins to Watch $NEET: Ruru is extremely bullish, sees it as a must-have for the euphoria phase. $PEPE: The chart is looking super clean after a nice consolidation, an entry point is possible around $0.00...73. $JUP: The token is underperforming while the project is doing massive buybacks. A good opportunity with managed risk, according to @SnowbullC. $GEKO: An "old" memecoin where @SnowbullC opened a spec play, just because the daily chart "looks too good." 3️⃣ The AI Narrative: $TAO AI is identified as THE major narrative for 2026. @Lamsito_eth is in on $TAO and $TIBBIR. TA on the $TAO chart suggests an interesting entry point around $202. 4️⃣ Farming on Polymarket The platform's airdrop is a top priority for many. The discussion turned to using bots (via ChatGPT, Claude) to farm volume. @Frenchiee shared that his own bot is now running autonomously without taking any losses. 5️⃣ Macro Update The market is euphoric, but @SnowbullC remains cautious. He doesn't like pumps right before major announcements like the FOMC and fears manipulation. For him, it's crucial to get a weekly close above $74k to really confirm the bull run. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway. To listen to the full Space: x.com/smoltalk/statu…

The market is looking a bit green again, we were starting to get used to all the red. 🩸➡️🌱 We tuned into the One Morning Live from @WenTV_io to take the temperature. Here are the 7 key takeaways we got. 1️⃣ Circle, thesis confirmed The USDC supply hit a new ATH at over $80 billion. This confirms its status as the safest, fully compliant stablecoin. The stock almost did a 2x recently, @LeButineur_Off has max conviction. It's a solid hold. 2️⃣ The Great Replacement? We're seeing a shift from Gold to Bitcoin. While Gold is starting to weaken after its record high, $BTC is outperforming and regaining strength. This might be the start of a liquidity rotation from risk-off to risk-on. 3️⃣ The alt market: a mixed bag No euphoria, but some notable performances. @LeButineur_Off spotted the return of the privacy narrative with $ZEC. $FET keeps printing, +30% on the month. $STARK also had a nice bounce this week. 4️⃣ ETFs are in the green That's 5-6 days of positive inflows for the $BTC ETFs. It's a good signal, but be careful. Volumes are still well below the peaks we've seen. Positive, but not euphoria yet. 5️⃣ Confidence is back (already?) The Fear & Greed Index bounced back very quickly, going from extreme fear to the neutral zone. Such a fast rebound is often followed by a correction. Best to stay cautious. 6️⃣ OpenSea: False alarm The expected TGE has been postponed. Polymarket is now predicting a launch for Q3 or Q4... 2026. Time to pack up the fishing rods for now. 7️⃣ Eyes on the FED The market is hanging on the FOMC's decision on interest rates. The most important thing will be Powell's speech, as he has to juggle falling employment and soaring oil prices. Expect major volatility. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway. To listen to the full replay of the One Morning Live: x.com/WenTV_io/statu…

They were promising a bloodbath for this 'Black Monday', but the market answered with a sea of green candles. We took notes during the latest @fomohour Space, here's the best alpha. 1️⃣ The strongest asset right now According to @rektmando, $HYPE is the only one that has truly broken its resistance on the daily chart. He even added to his position. The target is between $45 and $55. The project was even featured in the Wall Street Journal, no big deal. 2️⃣ $80,000 target for the king $BTC just had 8 consecutive green days. For @rektmando, it's a rare sign of strength and an aggressive breakout. The recent dip below $70k was just a "bear trap" to liquidate positions. Next target: $80,000. 3️⃣ The ETH short squeeze It's the leader of the day, pumping almost +10%. The reason? A massive short squeeze that caught everyone off guard. Even @farokh admitted he panic-sold and closed his long at entry, missing the entire pump. ETH's strength is seen as a super bullish signal for the rest of the alts. 4️⃣ Mando's bet @rektmando revealed he took a long position on $XMR. He finds the chart's technical setup very promising going forward. 5️⃣ USDC flips USDT This is the big underlying news from the weekend. For the first time, $USDC's adjusted transaction volume has surpassed $USDT's. A metric that filters out the noise (bots, wash trading) and shows rising fundamental adoption for Circle. 6️⃣ The Fomohour effect @farokh pointed out that since the LayerZero founder was on their show, $ZRO has pumped +25%. A good example showing that now is the time to spot the future winners. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway. To listen to the full Space: x.com/fomohour/statu…

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Oil is spiking and the world is holding its breath, but Bitcoin is on an insane run. We tuned into the latest Space from @modernmarket_ and picked out all the alpha for you. 1️⃣ Middle East Conflict: Oil is Skyrocketing The conflict is intensifying and the price of oil just smashed past $95. The US could target Kharg Island, which accounts for 90% of Iran's oil production. @Legendaryy points out that even though the US is energy-independent, its supply chain (e.g., pharmaceuticals) depends on transit through the Strait of Hormuz. The consensus: a prolonged conflict and a lasting bullish impact on energy. 2️⃣ $BTC's Insane Resilience While trad markets are panicking, crypto is showing impressive strength. The sentiment index has shifted from "Extreme Fear" to "Neutral". According to @Legendaryy, $BTC is acting as a safe haven from the global chaos. Inflows into Bitcoin ETFs remain positive and consistent, which supports this thesis. Heads up: a resolution to the conflict could be temporarily bearish for $BTC, as capital might rotate back into trad assets. 3️⃣ The Long-Term Stablecoin Thesis @bread_ shared an ultra-bullish take on the future of stablecoins. They're the first step in protecting people worldwide from their local currency's inflation. Once that stable foundation is in place, users will naturally start looking for yield. This will inevitably lead them to DeFi. 4️⃣ Ethereum: Back to Basics? The Ethereum Foundation published its new "CROPS" mandate (Censorship Resistance, Open-source, Privacy, Security). According to @bread_, this is a shift back to being a guardian of core principles rather than a product leader. This creates a tension between pure decentralization and the need to compete with faster L1s like $SOL. Thanks for reading! Reminder: every RT gives you an extra entry to win our monthly 100 USDC giveaway. x.com/modernmarket_/…