Unsinkable2

HBAR should not be your focus, Hashgraph consensus should. Also HBAR is not an investment vehicle. Remember the focus is enterprise adoption NOT retail speculation. Longer time frames needed for the former to be realised. For shorter time frames, higher liquidity retail focused tokens like Solana, ETH will perhaps be a better fit for you. You say you couldn’t care less about token price yet also say you’re a long term investor, that’s a contradiction. IMO, we’re probably 2 years away from transparent enterprise adoption which (from a timing perspective) should tie into 100% tokens released: end of dilution. When you believe or have first hand knowledge on how good the tech stack is, what Hedera/Hashgraph provides that other higher profile L1’s don’t, it’s frustrating. I get it. But it’s not the tech that’s the issue or cause or your concern, it’s the price of the HBAR token and your disappointment with the PA (given your ‘investor’ expectations).

I have to be completely honest The more I chat with people in the $HBAR ecosystem, the more bearish I get I'm doubting the conviction I had when I first got in back in 2022 It's not even the tokens current price, I could care less

@hedera @patrickjwitt Ref below:

@hedera @patrickjwitt Format of your posts need to improve (profile images on this one are cut off). Perception is important.

🇺🇸 The White House 👉 HederaCon Senior policy voices are stepping onto the HederaCon stage on May 4th to talk digital asset regulation, financial infrastructure, and what comes next. Ft: @patrickjwitt and Harry Jung across two key sessions: - Policy Meets Innovation: Clarity over Chaos - Digital Assets as Financial Infrastructure: The Policy Debate Register for free: hederacon.hedera.com

My guess: Scheduled token release(s) from treasury, should be approx 95% released by end of this qtr. good and bad tbh… good because they have released a lot more than they originally scheduled meaning 100% should be released years before they had planned (hopefully by end of 2027 but could be earlier/later). Bad because of the dilution effect. Need greater tps and greater liquidity IMO. Improve both of those and it should net positive against the remaining token releases. I can see it performing well from 2028 or if TPS increases to a sustained 10,000+ before then. I think Hedera got very lucky with their last pump, was riding the Trump win and the speculation around ‘made in USA’ crypto assets/networks. If clarity act passes it may kick off a positive rally but probably more realistic to expect lower token price this year with this bearish trend continuing. Of course all it takes is for Hedera to be in the spotlight with good PR around a project or partnership and it could be off to the races.

@JaguarHbar @hedera @HederaFndn Then why does it keep going down. There is a leadership problem

Hedera is still wildly underpriced for what it actually does. Fast finality, super low fees, and no network congestion drama. It just works. That alone already puts it ahead of most chains when things get busy. But the real alpha is what people keep ignoring… it’s not just retail building here. You’ve got real enterprise level backing from names like Google, IBM, and Boeing sitting on the governing council. That means this isn’t a “maybe someday” chain. It’s already plugged into real companies testing real systems. In 2026 the momentum is shifting more toward tokenization, payments, and real world asset rails going live. Not tweets. Not hype. Actual integrations. While other ecosystems fight over memes and gas fees Hedera is quietly becoming the boring infrastructure money eventually has to flow through. Boring is usually where the real upside hides first. The fun is just about to begin! $HBAR

@HouseDemocrats How’s California looking?

Donald Trump is driving the American economy into the ground.

I’ll believe it when I see it. Token release schedule has been a massive factor in HBAR pa. Clearly the original release schedule was thrown out as we will probably be at approx 95% of total supply released by end of this quarter, speculating here but that could mean 100% released by end of 2027 which I am sure is 8~10yrs ahead of original schedule. “Built for enterprise” … well we need to start seeing significant progress to that extent (beyond McLaren NFTs which, ironically, is retail focused). In an increasingly bipolar world and with greater demand for smart solutions governing tariffs, origin, supply chain, currencies, AI, tokenisation, energy etc, if Hedera doesn’t reveal some big name enterprise projects soon, it never will IMO. Also, whoever came up with ‘Hedera Con’ as an event name should seriously consider a different career path (retail appeal not consistent with enterprise centric focus). Will be interesting to listen to the primary big speaker names to see whether they actually speak/refer to anything Hedera/Hashgraph related or whether they were simply brought in merely for the attritional benefit. Will we hear anything new or will it be the same regurgitated talk? Who knows, maybe this time will be different, maybe they could even make a massive strategic announcement at the event… a BIG reveal that maximises exposure and PR! Wishful thinking perhaps but that’s what should be happening and if it isn’t then one can only question the go-to-market and marcoms strategies.

Multiple Hedera Council members to enter production phase this year according to Rob Allen: "We are beyond the innovation theatre aspects No more proofs of concept for proofs of concept's sake That's in the past We're now looking for paths to production"

@ShaneRyanKelly HBAR token round tripping back to 0.03c One of the worst looking PA charts in the ‘utility token’ space. Fact. Aren’t Canary Capital launching a PEPE etf?? Tells you all you need to know if they are.

$HBAR inflows

@Steph_iscrypto “Steph is … engagement farming” 🍆

MASSIVE: BlackRock and State Street just brought trillions on-chain via Hedera, starting with tokenized money market funds.

Who loses and who gains? It’s pretty obvious to me that EU and Asia have two choices, buy from USA or buy from Russia. Wouldn’t surprise me if the likes of Japan will be able to swap US Treasuries for oil… just a thought. If only there was a way to do it… facilitated by cryptographic technologies perhaps 🤔 You have to really understand the economic impact the SCOTUS decision had concerning the Trump tariffs and the response by EU and other countries (I.e we ain’t paying you anymore). Leverage through strength and resources. You need to look more into the economics of it all. What does London control and by what means? The only issue I foresee is a big one: Israel.

@DanuGladobili You don’t seem to understand he was good on policy before now he’s bad.

Trump says U.S. will blockade Strait of Hormuz after Iran peace talks fail Israel prepares troops for total war after purposely setting up the United States for economic collapse BlackRock is running the show and the world economy is the real target This is Covid 2.0

@EleanorTerrett I wouldn’t be surprised if this goes on for another year or two. Won’t be passed IMO. Swings & roundabouts.

🚨UPDATE: Early reactions in banking circles suggest the White House report missed the mark, according to a banking source I spoke with. The CEA analysis finds prohibiting stablecoin yield would do little to prevent deposit flight and only marginally increase lending. But bankers say this has never been about simply needing more deposits to lend. It’s about outflows, particularly from smaller institutions. The issue is more about how shifts in deposits shape how lending is funded, priced, and how stable it is over time. Community banks rely more heavily on stable retail deposits and have fewer funding alternatives. If funds migrate into stablecoins or larger institutions, they could feel the impact first, even if aggregate lending appears largely unchanged. Additionally, the source noted that deposits don’t move 1:1. While the report finds most stablecoin reserves recirculate into the banking system, bankers argue they don’t always come back in the same form. Losing stable retail funding can change how credit is funded and deployed, even if that shift doesn’t immediately show up in aggregate lending data. More to come on that front. Meanwhile, @coinbase Chief Policy Officer @faryarshirzad is doubling down, telling me the report is a net positive for banks: “The facts matter, and it’s good to see the Council of Economic Advisors confirm that stablecoins aren’t a threat to community banks,” he said. “Stablecoins are big win for consumers — and a big opportunity for banks. Rewards are critical to preserving those benefits.”

@DarioCpx Watching FlightRadar

Confirmed

@NoLimitGains You forgot USDJPY

WATCH OUT. This image tells us everything we need to know.

@DarioCpx Just aired on bb

I assume Bloomberg hasn’t posted this headline on its terminal and both traders and their algos still believe there are meaningful ceasefire talks ongoing between the US and Iran 🧐

@NoLimitGains We’ve not finished the first phase yet

@HBAR_Nick Unnecessary counter party risk

Hedera native bridging is no longer receiving support from the ecosystem so they are closing. Some days, I cannot even put my disdain for ecosystem development organizations into words. Bridging to Hedera is best done with Hedera native tokens whose rules for issuance and redemption are enforced by the most secure and scalable public network. This EVM bridge bullshit where issuance and redemption is managed separately from $HBAR completely is not the path forward for the network or Hedera-centric interoperability. Bullish on whoever steps into this role first in the ecosystem but eternally bearish on @LayerZero_Core and @axelar. Anyone who made this decision needs to GO.

@saylordocs Given he stipulates BTC is at 90k, clearly this is an old view on the market conditions & PA. Ridiculous how you can push this content now as if it’s still relevant. He’s changed his view completely - about time you did.

🇺🇸 RAOUL PAL SENT A MASSIVE WARNING: BITCOIN IS ABOUT TO GO PARABOLIC 🚀 “IT SHOULD BE $140,000 RIGHT NOW.” GLOBAL M2 IS SURGING. THE DOLLAR IS WEAKENING. LIQUIDITY IS EXPANDING. BITCOIN IS WAITING FOR A CATALYST.

@caniaffoirdit @MBAeconomics1 AI trading algos reacting to Trump. Higher oil leads to the assumption that there will be lower demand. Oil comes down, metals go up.

@MBAeconomics1 Is it manipulation or just markets across board reacting again to the same old same old Trump speach on Iran which has taken us back to last week really. Volatility of silver is well documented unfortunately. I own alot and too much at higher price.

As I’ve warned, the #CME has the incentive to manipulate the price of #silver down until the day of the price floor announcement in April, which they have advanced knowledge of.

@MBAeconomics1 @silver207141 Why would it be classified as a force majeure and not an outright default/fraud?? Unless they lean into a supply disruption narrative but surely that would be a reach even for them.

@silver207141 Ive suspected since ive come up with the price floor thesis that we will see silver in the $50’s in april before a force majeure, then a jump to $100+ the next day. Perfect cover to smashy smash a few more times!

“This always happens” … said like the world has been in this position before. We’re probably less than 2 weeks away from complete turmoil in EU/UK/ROW….. the math ain’t mathing! USA doesn’t have sufficient Oil/Petroleum product to look after domestic demand let alone the demand of EU member states etc. news flash - markets are yet to price this in. Heading towards calamity - IMO at least 40% correction in equities. Crypto, well most will be back to sub zero value and BTC will be mid teens or at best 20~25k. Yes, at this point the FED would have intervened and will attempt to stabilise markets the only way it knows how and at that point it’s fair to say: “This always happens”.

We are seeing a market wide overreaction right now, this ALWAYS happens. The worst thing you can do right now is panic. Trump didn't say anything new and has given a timeline for the war to start "winding down" There will be a huge bounce soon. I'll come back to this.

Well there’s one word, one country, that hasn’t been factored here: Russia US will probably do a deal with Putin. US let Russian tankers into Cuba. UK have wanted to seize Russian tankers in their waters…. We all know the EU/UK narrative and desire for conflict with Russia hence Ukraine stance. Perhaps a larger EU conflict is on its way however, USA will no longer be seen to come to the UN’s aid thus making any conflict with Russia a futile mission. Trump is choking the world for strategic reasons and in doing so probably looking to get closer to Russia. Longer term domestic play is to ‘drill baby drill’ in the “Gulf of America” (after he obtains environmental approval) but that doesn’t happen overnight and as this data shows, USA need more oil and refineries. Either that or POTUS and the rest of the administration have completely lost control both domestically (no to tariffs, yes to refunds, got to honour the tax breaks, increased defence spending, no to voter ID, no UN income receipts…) and is now hated internationally. I fear the worst… like it’s 1938.

Perfect explanation here of the reason why the US isn’t truly “energy independent” as many got convinced to believe. 👇🏻 As I warned multiple times for weeks, the US won’t be able to dodge oil shortages. They will simply be last to experience them.