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11. When the fear index hits this number, last time I still had SOL spot holdings.
Bitcoin dropped 6 points in 24 hours; it went from 74k to 67k in just a week. ETH is below 1900, and SOL is back to 75. When the whole market is bleeding together, altcoins really don’t have a refuge.
But I’m watching two things. Coinbase will help Ethena bring DeFi yields in front of 100 million users—this isn’t a TVL story, it’s a distribution channel. Galaxy put $10 million into prediction markets, and institutions are choosing which track to pursue.