Crypto KOL Community & Market Trends

$BTC dominance is dropping hard. 
A breakdown from this consolidation channel could trigger a relief rally in $ETH and Altcoins.

🔥

MicroStrategy sold 32 Bitcoins last time. Today, it directly announced that it sold 3,588 Bitcoins. Currently, they still hold 843,775 Bitcoins. The next time they sell, it could be tens of thousands. Their cost is about 7.2…

EthraShip: Interpretation of Pragmatic RWA Targets in the Shipping Track
According to United Nations data, over 80% of global physical trade is carried by shipping, corresponding to an industrial scale of about 20 trillion. Interestingly, this massive track has not yet been deeply penetrated by Web3.

SOL at $80, are you still playing dead?

First, look at the chart: Solana is putting on a weird drama of "fundamentals are incredible, price is playing dead."

Over the past week, it rebounded strongly from $64, briefly reclaimed the $80 level, surging 15% in a single week. But just when you thought it was about to take off—it went soft again. Down 1% in 24 hours, volume dropped 29%, stuck at $80.1, unable to go up or down. Market cap $46.6B, ranked 7th, 24-hour volume $1.8-2.1B. For others, the longer the sideways, the bigger the breakout; its sideways movement makes you question life.

First thing: on-chain data is as hard as iron, but price is as soft as mud.

June non-vote transaction volume: 3.77 billion, an all-time high.

dApp Q2 revenue $257 million, beating all L1s and L2s for 9 consecutive quarters.

Stablecoin market cap exceeds $15 billion, tokenized asset spot $5.77 billion, an all-time high.

Circle is minting USDC aggressively on Solana, TVL around $5.07 billion (multi-year high in SOL terms).

Signed a $6 billion crypto city MOU with Kazakhstan, MoneyGram joins the developer platform.

Second thing: ETF outflows, volume shrinking, who is secretly suppressing the price?

SOL ETF has recently seen capital outflows.

When price rebounded, volume actually fell 29% — buying pressure isn't strong enough.

Overall crypto market risk appetite is weak, BTC is hanging around 62k-63k, ETH struggling at 1650-1760.

All funds have rushed to the AI sector, public chains are neglected.

Third thing: technicals tell you — $73 is the floor, $85 is the door.

On the daily chart, SOL formed a higher low after bouncing from $64, a textbook bottoming signal.

It's building momentum, but needs a volume breakout above $85 to prove itself.

If it retests $73 and holds, that's a free money zone.

If it breaks $64, don't look, wait for a deeper bottom.

Bull vs. bear showdown, you decide.

Bulls say:

On-chain volume, dApp revenue, RWA all at records.

$6 billion Kazakhstan project + MGI, institutional adoption accelerating.

Q2 dApp revenue leading for 9 consecutive quarters, not a coincidence.

Dropped from $293 to $64, down 72%, how much lower can it go?

Bears say:

ETF outflows, volume shrinking, insufficient buying.

If BTC doesn't stabilize, SOL as a high-beta asset will be dragged down.

History of network outages, institutions have a shadow.

Competition intensifying, other L1s are also grabbing market share.

Key levels:

Strong support: 75-77 → 73 (0.786 Fibonacci) → 64-65 (iron floor, break it and it's over).

Resistance: 82-85 (recent highs) → 90-95 → 100 (psychological level).

Short-term:

Long signal: Daily close above 80.5-81 with volume → target 85-90, stop loss 77.

Buy on pullback: scale in at 75-77, add at 73, stop loss 64.

Medium-term:

DCA below 75, focus on 73 and 65.

Break above 85 with volume, chase it, target 100-120.

Total position controlled at 10-20%, keep ammo for a black swan.

Risk limits:

Single loss no more than 2% of total capital.

Always set a stop loss, never go all in.

If BTC breaks 62k, exit first, wait for lower SOL.

SOL now is like ETH at the end of 2023 —

On-chain data is exploding, ecosystem is blossoming, but price is like stagnant water.

Everyone is doubting "is it done?", then it 4x'd in 3 months.

SOL at $80, do you think it's expensive?

By the time you think "it's safe", it's already at $150.

The 3.7 billion on-chain transactions aren't fake,

The $257 million dApp revenue isn't fake,

The $6 billion from Kazakhstan isn't fake.

The only thing fake is your fear of SOL at $80. #gStocks代币化股票上线 #Vitalik公布精简以太坊路线图 #SK海力士登陆纳斯达克 $BTC $ETH $SOL

You have a friend named Old Wang, who spends money lavishly, spending more each year than he earns. If a normal person did this, the bank would have stopped lending him money long ago, or would charge very high interest.
But Old Wang is different. His father runs a printing press.
Every time Old Wang issues bonds to borrow money, if no one on the market buys them, his father pays to take them. Because he has a printing press dad providing unlimited backing, the interest on Old Wang's borrowing has always been very low — after all, creditors know "his dad will take over."
So Old Wang acts without restraint, borrowing more and more, the hole growing larger, not caring even if the deficit reaches 5.8% of income. After all, with his dad around, borrowing is no worry.
Now Warsh's point is: it's time for his dad to stop.
If his dad no longer buys, Old Wang will have to borrow on the market at prices based on real credit. The market takes a look — goodness, your annual hole is that big? Interest doubles.
Old Wang is forced to face real consequences: either spend less, or earn more.

If you want to do it, go for the leader; if you want to buy, buy the leader. A few hundred million is no problem.

Although Solana had an explosive year in 2024, CZ was dealing with his legal issues at the time and wasn't truly in a position to fully leverage the complete BNB season.

Soon after his release and pardon, we saw BNB regain momentum around October. In my view, that was just a preview.

In the last cycle, BNB gave rise to multiple billion-dollar hit projects.

I think CZ saw what was happening on Solana and doesn't want BNB to lose ground before the next bull run.

We are approaching what I believe is the market bottom, and the ecosystem that positions itself now will benefit the most from the next major upturn.

That's why I believe a strong BNB-native narrative, including those closely tied to CZ, will be a huge opportunity. The goal is to attract attention, liquidity, and ultimately trading volume back to the ecosystem.

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You have a friend named Old Wang, who spends lavishly, spending more than he earns every year. If a normal person did this, the bank would have stopped lending him money long ago, or would charge very high interest rates.

But Old Wang is different. His father runs a mint.

Every time Old Wang issues bonds to borrow money, no one on the market buys them, so his father steps in and takes them all. Because his mint-running dad provides unlimited backing, Old Wang's borrowing costs have always been low—after all, creditors know "his dad will take the losses."

So Old Wang has no scruples, borrowing more and more, with the hole growing bigger and bigger. He doesn't care that his deficit has reached 5.8% of his income. After all, as long as his dad is around, borrowing is no worry.

Now, what Warsh means is: it's time for his dad to stop.

If his dad no longer buys, Old Wang will have to go to the market and borrow based on his true credit. The market will take one look—good grief, you have such a big hole every year? Interest rates will double.

Old Wang will be forced to face the real consequences: either spend less, or earn more.

Facts speak louder than words, the chart reflects everything. After the post, it was basically exactly when $tcc started to drop. Look at this K-line, the whale has already left. And $cz not only rebounded from the bottom of 25m but also touched 60m. The big players who poured money into $tcc are probably feeling hopeless now. Especially those who jumped from $cz to $tcc , they probably got shot in the head. Retail investors can also see clearly, this time the KOLs who pumped $tcc and those who incited $cz

$0.075 DOGE, dare you buy the dip?

Let's look at the chart: DOGE is staging "the worst bottom formation."

$0.075, down 89% from the 2021 ATH of $0.73. Up 5% in the past 7 days, virtually flat in 30 days. BTC is struggling between $20M-$63k, with all funds flowing into Bitcoin, altcoins getting drained dry. DOGE's 24-hour trading volume is $5-62k, market cap $11.8 billion, ranked #10.

First thing: Elon says "DOGE ends"

On July 4th, the U.S. government's "Department of Government Efficiency (DOGE)" was officially dissolved. Elon Musk posted mentioning "DOGE ends, Bitcoin begins?"

The market panicked. A bunch of people screamed "It's over, Elon abandoned DOGE."

On the regulatory front, by March 2026 the SEC and CFTC had clearly classified DOGE as a digital commodity, not a security. Spot/leveraged DOGE ETFs have already been launched (21Shares TDOG, REX-Osprey DOJE), with AUM around $20 million.

Although the money isn't much, it's the first time a meme coin has had institutional access.

Second thing: A signal on the technical side that "you only see a few times in a lifetime"

DOGE's monthly RSI has entered the deepest oversold territory in 13 years. Even lower than the bottoms of 2015, 2020, and 2022.

After the 2015 oversold, how much did DOGE rise? Go check.

After the 2020 oversold, how much did it rise? Go check.

After the 2022 oversold, how much did it rise? Check again.

Every time, it doubled from the bottom.

Third thing: Macro pressure, but DOGE's resilience you can always trust

BTC is oscillating between $62k-$63k, total crypto market cap $2.29 trillion, BTC dominance as high as 55.8%-58.5%.

The market is in fear, money is fleeing to Bitcoin, altcoins are getting bled.

Fear & Greed index at 25-27, in the "Fear" zone. The Fed's July meeting is approaching, everyone is hesitant to move.

But DOGE is a high-beta asset — if BTC rises 1%, DOGE can rise 3-5%. Once BTC firmly stands above $65k+, DOGE's elasticity will far exceed any large-cap coin.

The battle between bulls and bears, you decide

On one side:

Monthly RSI at 13-year deepest oversold, historical bottom signal

Regulation clearly defines it as a digital commodity, ETF channels open

Community activity rebounding, 84% bullish

$0.07 forming a double bottom support

On the other side:

Elon's post "DOGE ends," short-term sentiment pressure

BTC dominance at 58%, funds favor Bitcoin

Lack of strong catalysts, meme track overall sluggish

Unlimited supply, inflation model long-term pressure

Key price levels:

Strong support: $0.065-$0.07 (recent double bottom), further down $0.05-$0.06 (multi-year iron bottom)

Resistance: $0.08-$0.085 (short-term key), $0.10+ (mid-term target)

Medium- to long-term opportunity far outweighs risk, short-term may have one last shakeout.

Short-term:

Accumulate dips in the $0.072-$0.077 range, target $0.085-$0.095, stop loss $0.068

Chase only when volume breaks $0.08, don't FOMO on low volume

Mid-term:

Build positions in batches on dips, focus on $0.065-$0.075 range

Target $0.12-$0.15 (reasonable expectation by end of 2026, based on historical cycles + ETF catalysts)

Add positions when BTC holds $65k+ and DOGE breaks $0.08 with volume

Long-term:

Hold core position, treat as "digital fun asset + community faith"

Take partial profits in batches: exit a portion at $0.15 and $0.25

Position sizing:

Aggressive: 30-50% allocated for mid-term layout

Conservative: 10-20% position, keep cash waiting for BTC to confirm direction

DOGE now is like Bitcoin in March 2020 —

Everyone thought "this thing is finished," but the bottom was right under their feet.

$0.075 DOGE, you don't dare to buy.

$0.30 DOGE, will you crying chase it?

Remember: The destiny of meme coins is not to go to zero, but every time you think it's dead, it resurrects to show you. #gStocks代币化股票上线 #Vitalik公布精简以太坊路线图 #SK海力士登陆纳斯达克 $BTC $ETH $DOGE

Who is the legendary figure in the picture ?

📊 Bitcoin Weekly Analysis
$BTC gained over 7% this week and successfully reclaimed the 200-week moving average after briefly trading below it.
🟢 Bullish Signals
• Reclaimed the 200-week MA
• Bullish RSI divergence continues to develop
• US economic data remains resilient
• ISM near 54, the highest level in 4 years
• Russell 2000 remains at record highs
• Geopolitical tensions easing as US-Iran talks progress
🔴 Bearish Signals
• The 4-year cycle still points to potential weakness later in the year
• Bitcoin remains below the 20-week and 50-week MAs
• Weekly Death Cross remains active
📍 Key Levels
• Support: $58K
• Resistance: $67K and $83K
The recovery is encouraging, but Bitcoin still needs a decisive break above $67K to strengthen the bullish case and shift market structure higher.

$0.18 ADA, do you dare to buy the dip?

First, look at the chart: weekly line up 25%, volume significantly increased.

Over the past 7 days, a violent rally from the multi-cycle bottom of 0.14-0.15 straight to above 0.18, peaking near 0.20. But in the last two days, it started to pull back, candlestick bodies shrinking, long upper wicks appearing—profit-takers are running, and those chasing highs are left holding the bag.

Market cap of $6.6 billion, ranked 14th. Still down 94% from its all-time high of $3.09.

Call it weak, but it's up 30% in a week. Call it strong, but it hasn't climbed out of the hole from the peak.

First thing: This is not a regular hard fork, it's a "first time"

The Van Rossem hard fork (protocol version 11), the first ever initiated through Voltaire on-chain governance in Cardano's history, not a unilateral decision by IOG. Node readiness above 84%, community voting, on-chain execution—the entire process was completed.

ADA has finally transformed from a "scientist's toy" into a "public chain where coin holders have a say."

Second thing: Fundamentals are "slow and steady," but they really are "slow"

Cardano's label has never been "fast," but "academic rigor + sustainable governance." The Voltaire era is largely implemented, the on-chain DAO decision-making mechanism is functioning well, and Van Rossem is the best example.

From Plutus optimization to the future Leios (aiming for higher TPS), smart contract count and developer activity have been growing steadily through 2026. Low fees, high security, suitable for real-world applications like DeFi, RWA, identity.

Slow and steady is a virtue, but the crypto market can't wait for "steady"—it only recognizes "usable now."

Third thing: Technicals show a "must-watch" signal

Daily/4H: After a steep rally, price is entering a high-level consolidation, candlestick bodies shrinking, long upper wicks appearing, volume expanding then contracting—a classic "surge and retreat, profit-taking exits."

Strong support: 0.17-0.175 (recent pullback low + EMA support)

Short-term resistance: 0.19-0.20 (recent high + 0.618 Fibonacci pressure)

If it holds above 0.20, look at 0.25-0.30. If it can't hold 0.17, back to 0.15 to find a bottom.

Bull vs bear, you decide

On one side:

The first ever on-chain governance hard fork, truly implemented

Weekly line up 30%, volume expanding, trend has turned bullish

Google Cloud staking, ETF expectations, USDC integration rumors

Down 94% from ATH, limited downside, high upside potential

On the other side:

A 94% drop is no joke, massive overhead supply

Ecosystem activity far below ETH/SOL—can "slow" really produce "steady" results? Uncertain

Founder's maxi talk is off the charts—after calling for "BTC $250k," it often drops

If BTC breaks below $60k, ADA will likely be buried with it

Key levels

Resistance above: 0.19-0.20 (bull's lifeline) → 0.23-0.25 → 0.27-0.28 → 0.30+

Support below: 0.17-0.175 → 0.14-0.15 (iron bottom) → 0.10 (last defense)

Mid-line spot:

Accumulation zone: 0.175-0.185 (current area, or wait for pullback)

Stop loss: strictly set below 0.16 (if weekly close loses 0.17, exit)

Target: 0.22-0.25 (sell half) → 0.30+ (hold after hard fork lands)

Position size: no more than 15-20% of total capital, enter in 3-4 batches

Short-term aggressive traders:

If 0.19 breaks with volume, go long

Bounce off 0.17 support to go long

Leverage under 5x, don't be reckless

Risk control:

If BTC breaks below $60k, ADA likely follows, reduce positions first and wait

After hard fork news is priced in, "sell the news" may happen—don't FOMO chase highs

Never go all in, take profits and secure them

If it retests 0.14-0.15, add blindly. That's historical strong support with very high odds.

ADA now looks a lot like XRP at the end of 2020—

Hounded by lawsuits, everyone bashing it, but once the catalyst landed, it doubled in two weeks.

$0.18 ADA, you think it's slow.

$0.30 ADA, will you be chasing to buy?

Remember: Every bull run first shakes off the "slow" ones, then leaves them in the dust.

The Van Rossem hard fork is the most important catalyst for ADA in H2 2026.

Not a pie in the sky, but real implementation. #gStocks代币化股票上线 #Vitalik公布精简以太坊路线图 #SK海力士登陆纳斯达克 $BTC $ETH $ADA

$BTC ripped 7% and reclaimed the 200W MA, decent sign after slipping below it. Still stuck under the 20W and 50W though, and the death cross hasn't flipped.
RSI divergence is forming, which is the real tell here. Macro's helping too, ISM near 4-year highs, Russell at ATHs, less noise from US-Iran talks.
$58K held. $67K decides if this is a reversal or just another lower high. Above it, $83K comes into view. Below it, the Q4 cycle-low crowd still has the mic.
Watching $67K, not the green candle.

I don’t know why the market sees not holding tokens as bearish news—this is clearly a huge bullish positive!!!
Just looking at you, it’s obvious you don’t know how to figure out what the leader meant. The leader’s meaning is: what you’re working on—this coin $cz or something else—I don’t know; I haven’t checked it out yet. But! I’m willing to actively interact with our community. Did you get it? Me and our community—I’m Cz. Isn’t the community the $cz community?

$BTC ripped 7% and reclaimed the 200W MA, decent sign after slipping below it. Still stuck under the 20W and 50W though, and the death cross hasn't flipped.
RSI divergence is forming, which is the real tell here. Macro's helping too, ISM near 4-year highs, Russell at ATHs, less noise from US-Iran talks.
$58K held. $67K decides if this is a reversal or just another lower high. Above it, $83K comes into view. Below it, the Q4 cycle-low crowd still has the mic.
Watching $67K, not the green candle.

Bitcoin Weekly Analysis
Bitcoin gained +7% this week and reclaimed its 200-week Moving Average after briefly losing it a constructive signal that buyers are stepping back in.
🟢 Bullish signals:
• Reclaimed the 200-week MA
• Bullish RSI divergence continues to build
• Strong U.S. economic data supports risk assets
• ISM near 54 (4-year high) & Russell 2000 at ATHs
• Easing geopolitical tensions as U.S.–Iran peace talks progress
🔴 Bearish risks:
• The 4-year cycle still points to a potential new low in Q4
• BTC remains below the 20-week & 50-week MAs
• Weekly Death Cross is still in play
🎯 Key levels:
• Support: $58K
• Resistance: $67K → $83K
Bottom line: Bitcoin is showing encouraging signs of recovery, but the bulls still have work to do. A decisive breakout above $67K would significantly strengthen the case for a broader trend reversal.
Stay patient. Watch the levels not the noise.