Crypto KOL Community & Market Trends

I slightly reduced some positions before the close, because these past weekends haven't been particularly stable, and big rises / big drops are common. The remaining stocks are mostly software stocks in the IGV sector, including $ORCL $ADBE , and some rocket dream stocks from late June and early July puts.
The first part of the consideration is that institutions might be hedging their positions in software stocks, and the second part is that today's Blue Origin rocket launch failure, just before the SPCX IPO, could to some extent dampen the market's overall optimism about the space sector.
Coincidentally, these rocket stocks also somewhat reflect market sentiment as shadow stocks, allowing for asymmetric hedging of other positions.
Off work now, always happy to spend the weekend!

The history of cross-chain bridge hacks can almost be summarized in one sentence: where there is money in the pool, hackers will come.
Ronin was hacked for $625 million, Wormhole for $320 million, Nomad for $190 million.
Each one tells the same story: funds locked in bridges become a huge honeypot.

One trend is becoming hard to ignore:

Stablecoins are quietly showing where crypto is heading.

$USDT and $USDC now control the vast majority of stablecoin liquidity, while decentralized alternatives remain a small share of the market.

That tells you something.

Capital is increasingly flowing toward liquidity that institutions understand, trust, and can integrate into existing financial systems.

The next phase of crypto growth may not be driven by ideology.

It may be driven by compliance, tokenized assets, and regulated on-chain infrastructure.

Crypto still remains permissionless at its core.

But access to liquidity is increasingly being shaped by institutions, not retail.

Now, Trump’s holdings are alpha
The White House stock guru is the biggest head car

BERACHAIN IS VALUED AT $185 MILLION.
It generated $46 in chain revenue over the last 24 hours.
At this pace, it'll take over 11,000 years to generate revenue equal to its FDV.

$80 SOL, do you dare to buy the dip?

Visa partnership, ETF weekly net inflow of $58 million, developer count surpassing ETH—yet all these positives are ignored, SOL slashed from $146 to $82, weekly chart still falling. Just now, volume quietly increased by 30%, MACD shows an initial golden cross, and the price stubbornly rebounded from $80 to $82.3.

First look at the surface: positive news bombardment, but the price doesn’t rise.

In the past 7 days, down 8%, monthly decline of 12%, from January’s high of $146 directly halved by 42%, compared to the all-time high of $293, a 72% drop. But 24-hour trading volume expanded to $3 billion, funds are starting to test the bottom. The candlestick chart shows: $80-$85 range has been oscillating for nearly a month, MACD shows a budding golden cross, RSI at 45 neutral and not oversold, no more downward momentum—don’t fall at this last meter.

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First thing: Visa and Western Union are here, but the market ignores it.

Visa partnered with Solana Jupiter, stablecoin settlement annualized volume hits $7 billion, up 230% year-over-year. Western Union launched USDPT stablecoin on Solana, Meta also started using Solana for creator payments. Sounds like great news? But SOL didn’t rise, instead dropped from $90 to $80.

Second thing: Solana has quietly changed tracks.

You still think Solana is just a “meme chain”? Wake up.

- RWA total value exceeds $2.8 billion, a new high

- New developer registrations surpass ETH, active developers +45% month-over-month

- On-chain daily transaction volume multiple times exceeds 78 million transactions, stablecoin daily trading volume $13-$15 billion

- Firedancer has 20% of validators running, Alpenglow testnet launched, final confirmation time 150 milliseconds

Third thing: a technical signal that must be paid attention to.

The $80-$81 level is the dense trading zone of December 2025, and also the average holding cost line for institutional ETFs.

MACD shows an initial golden cross on the 4H chart, volume gently increasing but not exploding—indicating the main players haven’t moved yet, still waiting.

But don’t forget—at $90, SOL has hit the wall three times.

Bull-bear showdown, see for yourself.

One side:

- Visa + Western Union + Meta institutional-grade payments landing

- ETF weekly inflow of $58 million, over $1 billion accumulated

- Developer count surpassing ETH, on the verge of ecosystem explosion

- Firedancer upgrade imminent, performance doubled again

- $80 is the institutional holding cost line

Other side:

- Pump fun continues to dump, another $8.3 million SOL sold

- Meme tide receding, liquidity drained

- BTC dominance at 59.6%, altcoin season not here yet

- Three failed attempts to break $90, psychological pressure huge

Key level: $82.3, only $7.7 away from the critical $90 line.

Resistance above: $87 → $90 (bull-bear life and death line) → $97.5 → $106

Support below: $81-$80 (strong bottom) → $75-$78 (extreme case)

Short-term traders:

Wait for a pullback to $81.5-$82.5 to buy in batches, stop-loss at $80.5, first target to take half at $87. Break above $90, chase longs, stop-loss at $87, target $97.5-$106.

Swing traders:

Wait for the daily close above $90 before entering, use dynamic take-profit to hold, target $110-$120, don’t get shaken out by a washout.

Long-term believers:

Invest blindly below $80. SOL dropped from $293 to $80, a 72% decline, but fundamentals are 10 times stronger than in 2024. End-of-2026 target: $150-$200, betting on institutional payments + enterprise adoption positive cycle.

SOL now is like Solana at the end of 2023—

99% of people think “meme is dead, SOL is finished,” but then Visa comes in, and #成长值抽奖赢金条 it jumps from $80 to $146.

$251 TAO, do you dare to buy the dip?

From a flash crash of 20% at $330, everyone is cursing "centralization scam," but just now, the 24-hour trading volume surged from $80 million to $165 million, doubling in size, and the price rebounded from $240 to $259.

First look at the surface: bad news dumps the price, but someone is buying at the bottom.

In the past 7 days, TAO has risen 7.9%, but if you bought at the high of $330 and hold until now, your account is still down 20%. Market cap is $2.49 billion, ranked 39, with 24-hour volume expanded to $165 million. The candlestick chart shows: the downtrend wedge is converging at the end, $240-$260 is a strong historical support zone, RSI at 43 is neutral to weak but not oversold, MACD death cross is narrowing: the shakeout is nearing the end, don’t get caught at the bottom.

First thing: Covenant AI has run away, but the market no longer cares.

One subnet exited, openly criticizing "centralization," directly smashing TAO from $330 down to $265, a 20% drop. But after the dump, it didn’t fall further, instead bouncing back from $240 to $259. What does “bad news exhausted” look like? This is it.

Second thing: TAO is not an AI concept coin; it is the only “alive” decentralized AI marketplace.

- Other AI coins: making big promises, writing roadmaps, hyping the mainnet launch next year.

- TAO: has already run over 120 subnets, and in Q1, generated $43 million in AI usage fees. Miners and validators are making money, subnets are listed for sale (a subnet listing costs $970k).

Grayscale and Bitwise have jointly submitted a TAO spot ETF application, with SEC decision expected in August. Grayscale’s TAO trust is already online.

Third thing: a critical technical signal has appeared.

Volume at the bottom. 24-hour trading volume skyrocketed from $80 million to $165 million, doubling.

The downtrend wedge is converging, with $240-$260 as a historic strong support zone (multiple rebounds). As long as this zone holds, an upward breakout of the wedge’s upper boundary at $286-$296 targets the first goal of $325, then $371, with a mid-term view of $500-$700. But at $325, TAO has hit the wall three times.

Bull-bear showdown, you decide.

One side says:

- Halving completed, emission halved, selling pressure greatly reduced

- Spot ETF application on the way, decision in August

- 120+ subnets actively running, Q1 revenue of $43 million

- Bottom volume support, $240-$260 strong support

The other side says:

- Covenant AI exit triggered centralization doubts (already digested)

- Bitcoin macro pressure, liquidity tight

- Weekly moving averages in a bearish alignment, short-term weakness

- $325 has failed three times, huge psychological pressure

Key level: $259, 66 dollars away from the critical $325 line, but only 19 dollars from support.

Resistance above: $286-$296 (wedge upper boundary) → $325 (neckline, bull/bear critical line) → $371 → $500

Support below: $240 (iron bottom) → $200 (extreme case)

Aggressive short-term:

Buy in batches around current $251, stop-loss at $238, first target $296-$325 (30%+ profit), break $325 add more at $371.

Moderate mid-long term:

Weekly dollar-cost averaging in the $240-$260 zone, hold until ETF lands by end of 2026. Bull market top expected at $800-$1500, conservatively $500-$700. Double your position, take 20% profit, keep some for big gains.

Position discipline:

TAO is highly volatile, keep total position at 10-20%. Never go all-in, leave cash for lower entries. Watch BTC—if BTC breaks down, TAO will follow.

TAO now is like Solana in 2020—

99% of people thought “An AI coin can’t rise?,” but after subnet revenues kept growing and ETF approval, it shot from $200 to $2000. #成长值抽奖赢金条 #WTI原油失守90美元 $BTC $ETH $TAO

Staying all day within a cramped little circle, your information, resources, and choices are ultimately limited—and the exchangeable value will slowly run out. Try stepping out, chatting idly with all kinds of people, and take a look at how others live. Often, a single sentence—or even just one moment—can puncture your sense of being lost. Many rare opportunities never come from waiting passively; they are met unexpectedly along the way.

$538 ZEC, are you ready to jump in?

SEC investigation just closed, Grayscale has filed for a privacy coin ETF application, institutional whales have doubled their positions from lows to $150 million— but just now, ZEC dropped from a high of $700 back to $530, 24-hour trading volume exploded to $700 million, volume washout.

First look at the surface: rally to high, then retrace 20%, retail panic calls for "collapse."

In the past 30 days, surged 60%, peaked at 642-700, then a 7-day correction of 17.9% to stabilize around 530. Market cap is $9 billion, ranked 12th, 24-hour trading volume surged to $700 million—three times usual. The candlestick chart shows: multiple supports held in the 530-560 zone, MACD shows a death cross but narrowing bars, RSI has fallen from overbought to neutral at 55, washout phase over, second wave of the main rally is coming.

First thing: SEC investigation closed, the biggest threat is gone.

Since 2023, the Zcash Foundation has been under investigation, officially disclosed in May as “no enforcement action,” removing regulatory uncertainty. The first news in January caused a 3% rise, the second confirmation in May triggered a 30% single-day surge.

Second thing: ETF is here, institutional channels open.

Grayscale officially submitted the first spot ETF application for a privacy coin, converting Zcash Trust into ETF, with expected fund inflows of $200 million to $2 billion.

- Previously, institutions couldn’t buy ZEC (regulatory issues), now they can

- Pension funds, hedge funds, family offices will flood in

Multicoin Capital has already heavily accumulated, Arthur Hayes calls “5x potential,” a whale’s single account doubled from lows to $150 million.

Third thing: a critical technical signal has appeared.

Volume surged to $700 million, three times usual—this is genuine institutional money entering. The support zone at 530-560 has been repeatedly defended, forming a “higher lows” accumulation pattern.

But watch out at 560, ZEC has hit resistance three times.*

Bull-bear showdown, you decide.

One side says:

- SEC investigation closed, biggest regulatory suspense lifted

- Privacy coin ETF application submitted, institutional channels opening soon

- Whales + institutions heavily buying, Arthur Hayes calls 5x

- 60% surge in 30 days, trend has turned bullish, volume tripled

The other side says:

- 20% correction in 7 days, high-level holders need to digest

- Failed to break 560 three times, psychological pressure huge

- If BTC drops below 72,000, it could drag down all altcoins

Key level: 538, just 22 dollars away from the critical 560 line.

Resistance above: 560 → 600-620 → 682 (May high) → 800+

Support below: 520-530 (strong support) → 500 (iron bottom)

Short-term traders:

Wait for a pullback to 520-535 before entering, stop loss at 495, first target to take half at 560. After volume breaks above 560, chase longs, stop loss at 530, aiming for 620-680.

Swing traders:

Wait for daily close above 560 before entering, use dynamic take-profit to hold, target 850-1000 (before ETF lands).

Long-term believers:

Invest blindly below 530. Treat it as “privacy version of BTC,” aiming for 1500+ (2027 privacy bull), betting on ETF approval + privacy narrative explosion.

ZEC now is like ETH in 2021—

99% of people think “privacy coins have no future,” but as soon as ETF application is submitted, institutions buy like crazy. #成长值抽奖赢金条 #WTI原油失守90美元 $BTC $ETH $ZEC

39.5M $ETH now staked.
That’s over 32% of Ethereum’s total supply locked.
Meanwhile:
~3.28M ETH waiting to enter staking.
Exit queue remains relatively small.
Translation?
Supply keeps getting locked while conviction stays strong.
People debating #Ethereum fundamentals while the market quietly removes liquid supply.
Something to watch.

Recently tried out BOB Gateway, and I feel that for native $BTC and stablecoin exchanges, it’s definitely more convenient.
But BOB Gateway now directly supports native $BTC and $USDT, $USDC swaps, without custody of assets, and no need to prepare extra ETH for Gas.
And a single operation can connect directly to 11 mainstream chains, making the entire process much simpler.
Express lane:

ETH has been following BTC these days, but its volume is very low. When BTC drops 5,000 points, it only falls less than 200 points. Last night, I added to my long position on Magi again, all riding the pullback to the 2060 resistance level. Today’s high was 2017, and the resistance above is very strong. Increased volume may also appear. Be patient and wait a bit. Continue to follow BTC’s lead towards the big waterfall. #币圈##比特币btc#

$2010 ETH, are you going to buy the dip?

The foundation has been selling coins for three consecutive weeks, large investors deposited 6,200 ETH into exchanges, and last week ETF net outflows reached $82 million — but just now, the 24-hour trading volume skyrocketed from 1.3 billion to 19.5 billion, nearly 15 times larger, MACD is about to cross bullish, and the price has sharply rebounded from 1930 back to 2010.

First, look at the surface: bearish news bombarding, but the price isn’t falling.

In the past 7 days, it’s down 5%, but over 30 days, it’s up 6%, and over a year, it’s up 28%. Market cap remains at 284 billion, ranking second, and 24-hour volume exploded to 19.5 billion — nearly 15 times larger. The descending wedge is converging at the end, 1980 has shifted from resistance to support, MACD is about to cross bullish, RSI is at 51, neutral leaning bullish: 2000 is the bottom, don’t get shaken out.

First thing: the foundation is selling, but the market no longer cares.

Ethereum Foundation’s third OTC sale of 10k ETH, average price $1,992, a total of $47 million sold in the past week.

The same news: first dropped 3%, second dropped 1%, third time the market simply ignored it. What does “bad news exhausted” look like? This.

Second thing: after the Pectra upgrade, Ethereum changed its core.

Validator single-node limit increased from 32 to 2,048 ETH, withdrawal time shortened from 12 hours to 45 minutes, gas limit is expected to soar from 60 million to 200 million.

- Institutional staking no longer needs hundreds of nodes, one-click setup

- Faster, cheaper transactions, L2 fees cut by another 70%

Third thing: a critical technical signal has appeared.

Volume surged nearly 15 times, indicating real institutional capital entering — not retail traders can push this volume. MACD is about to cross bullish, descending wedge breakout imminent.

Bull-bear showdown, see for yourself.

One side:

- Institutional staking interest surged after Pectra upgrade

- Blackstone and other ETF products continue to attract funds, with over $600 million inflows in 10 days in April

- Active addresses hit a record high of 587k

- Volume increased 15 times, genuine buying power

Other side:

- Foundation still selling coins (but the market has absorbed it)

- A major whale deposited 6,200 ETH into exchanges

- Last week ETF net outflows of $82 million

- 2085 has failed three times, psychological pressure huge

Key level: 2000, just 85 dollars away from the critical 2085 line.

Resistance above: 2050 → 2085 (bull/bear line) → 2140 → 2285

Support below: 1980 → 1930 (strong bottom)

Short-term traders:

Wait for a retracement to 1980-2000 before entering, set stop-loss at 1930, take half profit at 2050. After breaking 2085, chase longs, stop-loss at 2040, target 2140-2285.

Swing traders:

Wait until daily close above 2085 before entering, use dynamic take-profit to hold, target 2500-3000, don’t get shaken out.

Long-term believers:

DCA below 2000. ETH/BTC ratio at historic low of 0.027, a typical sign of alt season starting. End of 2026 target 3000-3500, betting on Pectra dividends + institutional staking positive cycle.

ETH right now is like Bitcoin in 2020—

99% of people thought “it’s too big to move,” but after ETF approval, it shot #成长值抽奖赢金条 from 40k to 70k.

When many people are discussing whether cryptocurrency still has a future, I’ve sensed disagreement driven by differences between different groups of people.
For the most part, those who think crypto businesses/projects haven’t been released yet believe cryptocurrency still has hope.
Meanwhile, for the most part, those who trade coins believe cryptocurrency has no hope.
In addition, people generally think BTC will have hope in the future, but they don’t want to buy the dip right now—they’re tying up capital and hoping to buy at a lower price; people generally also believe that altcoins have no hope.

$ALLO at $0.28, do you want to chase?

Surged 200% in one day, from $0.09 to $0.28, with a trading volume of 500 million, a market cap of only 60 million—yet just now, RSI shot above 80+, how many hours can buying pressure hold?

First look at the surface: momentum like a rainbow, rising to the point where you doubt life.

In the past 24 hours, it increased by 197%, in 7 days by 220%, in 30 days by 162%.

From the low point of $0.092, a needle stabbed up to $0.3479, directly performing a “vertical takeoff.”

Trading volume surged 488%, market cap jumped from just over 30 million to 56 million, 24-hour trading volume hit 500 million, W-bottom breakout, moving average golden cross, volume-driven bullish candle breaking through the sky.

First thing: news is full throttle, exchanges personally step in.

On May 18, launched Cobot—the first AI trading tool.

Plus, TRON integration, and institutions like BeInCrypto listing it as one of the “Top 10 Blockchain Infrastructure Projects.”

AI + DeFi + Agent narratives are hot, funds just rotated from mainstream to small-cap AI, and ALLO is perfectly positioned in the “decentralized collective intelligence” track.

Second thing: fundamentals are solid, not just hype.

Allora is a “Proof-of-Intelligence” layer on Cosmos—putting thousands of AI models into competition and verification, outputting more accurate results than single models.

With zkML verification, an economic closed loop, over half a year since mainnet launch, backed by VC support.

Third thing: a dangerous signal appears on the technical side.

RSI has already hit 80+, seriously overbought. This surge was from $0.09 straight up, with no decent pullback in between. A 4x increase in just one day.

Historically, this “flagpole” breakout often leads to two types of moves:

One is sideways consolidation before another surge, the other is a sharp retracement.

On one side, exchanges push liquidity, products land, and funds flood in.

On the other side, RSI is overbought, profit-taking is heavy, and the memory of past bloodbaths is fresh.

Key levels: $0.22–$0.25 as support, $0.35–$0.40 as resistance.

Aggressive players: take profits at 30–50% between $0.28–$0.32, set stop-loss at $0.22, and exit if broken.

Conservative players: wait for a 1–2 hour pullback to $0.22–$0.25, then buy in batches, target $0.45–$0.6, stop-loss at $0.18.

Degenerate gamblers / old hands: total position ≤5%, lightly buy at $0.40, sell if reached, cut if not.

Can ALLO become the next FET?

It can. But only if AI hype doesn’t fade, the team doesn’t mess up, and the market doesn’t crash. #成长值抽奖赢金条 #WTI原油失守90美元 $BTC $ETH $ALLO

Bitcoin will never reach $126k again

⚠️ Bitcoin is bouncing, but confirmation is still missing.

For me, everything depends on the $74.5K level right now.

• Reclaim it → stronger rally possible
• Fail there → $70K becomes the next likely target

This area decides the short-term direction for $BTC ‌#WinGoldBarsWithGrowthPoints
#WTICrudeFallsBelow90Dollars

0.215 USD worth of XLM, do you want to chase?

DTCC officially announced moving 100 trillion dollars worth of assets onto Stellar, soaring 27% in 24 hours, trading volume surged 924%—but just now, RSI shot into overbought territory, BTC is still wobbling around 73,000.

First look at the surface: a giant bullish candle, swallowing a five-peak top.

In the past 24 hours, up 27%, over 45% gain in a week, market cap back to 7.2 billion, returning to 14th place, trading volume hit 1.9 billion—volume ratio 26%, market participation exploded. The candlestick tells you: the resistance at 0.17 was broken through by a bullish candle, MACD golden cross, bullish pennant formed: breakout confirmed, bull run is coming.

First thing: DTCC is not just talk, it’s a real deal involving 100 trillion USD.

The Depository Trust & Clearing Corporation, the world’s largest securities clearinghouse, officially announced that in the first half of 2027, stocks, ETFs, US bonds—assets exceeding 100 trillion dollars—will be fully tokenized across their entire lifecycle, with Stellar chosen as the underlying blockchain.

Second thing: fundamentals have shifted from “storytelling” to “delivering assignments.”

Stellar has long been criticized for “having technology but lacking implementation.” But 2026 is different: protocol upgrades with zero-knowledge proofs, Soroban smart contracts and DeFi ecosystem starting to gain traction, Bermuda’s entire economy on-chain, deep cooperation with MoneyGram.

More decentralized than Ripple, cheaper than Ethereum, it’s no wonder institutions are choosing it.

Third thing: a technical signal that must be watched carefully.

RSI has already entered overbought territory, today’s bullish candle was too strong, short-term sentiment is overheated. BTC is still oscillating around 73,000; if the market pulls back, XLM is likely to be dragged down.

Today, XLM is moving counter to the market decline, this is called “independent sector narrative.”

On one side:

- DTCC’s hundreds of trillions in assets going on-chain, institutions are actively buying

- Trading volume surged 924%, funds flooding in

- RWA narrative is the strongest mainline in 2026

- Weekly breakout from the box, bullish pennant target 0.25-0.30

On the other side:

- RSI overbought, short-term correction needed

- If BTC drops below 72,000, altcoins will follow

- Resistance above 0.22 with historical selling pressure

Key level at 0.215, only 10 points away from the next resistance zone at 0.238.

Resistance above: 0.238-0.250 → 0.30 → 0.50 (mid-term target)

Support below: 0.200 (today’s open) → 0.180 (former resistance turned support) → 0.170

Short-term traders:

Wait for a pullback to 0.2-0.205 before entering, stop-loss at 0.195, first target 0.238-0.250.

Swing traders:

Build positions in batches around 0.2, hold until the DTCC landing window (first half of 2027), target 0.50+. Every pullback is a chance to add, don’t get shaken out.

Loyal believers:

DCA. Stellar’s move isn’t a meme, it’s institutional-grade infrastructure. But beware of FOMO chasing highs, and don’t miss this train. Buy below 0.2 freely, scale out in batches above 0.25, keep repeating.

XLM right now is like SOL in 2024—

99% of people think “old project, no hope,” but when institutions step in, it goes straight from the floor to the ceiling.

That hesitant day around 0.20, you’ll realize: it’s not your vision that’s lacking, it’s your courage that’s too small. #成长值抽奖赢金条 #WTI原油失守90美元 $BTC $ETH $XLM