Crypto split into two markets.
- Protocols with real cash flow
- Everything else pretending to have a business model.
10 protocols actually printing revenue right now, ranked by 12M revenue:
$PUMP - $459M
$CAKE - $322M
$SKY - $248M
$JUP - $130M
$AERO - $124M
$LDO - $77M
$MET - $62M
$ETHFI - $56M
$LIT - $50M
$RAY - $46M
This is the list I check first when I want to know which apps actually have a business behind the token.

PUMP4.44%

CAKE1.68%

SKY-1.00%

JUP-0.25%

AERO6.11%

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AlΞxWacy

06-26 10:15

Same two words at every $BTC top.
Same two words at every bottom.
Both wrong, every single time.
You're reading one of them right now and don't know which.

BTC1.67%

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AlΞxWacy

06-25 11:13

Tokens I'm watching into the next phase:
$HYPE - perps, revenue machine
$LINK - data infra, institutional rails
$TAO - AI, subnet expansion
$AAVE - DeFi credit layer
$ONDO - RWA distribution
$PUMP - memecoin speculation
$MNT - L2, retail funnel
Revenue matters more this cycle. $HYPE, $AAVE, $PUMP, $MNT are printing real cash flow. $LINK and $TAO are infrastructure bets. $ONDO is the RWA play.
Here's the catch: tokens aren't stocks. Plenty have value accrual that falls apart under pressure.
In 2021, betting on tokens felt obvious. Everything pumped eventually.
In 2026, with infinite tokens laun

HYPE5.86%

TAO0.89%

AAVE2.58%

ONDO0.51%

PUMP4.44%

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AlΞxWacy

06-25 09:16

$BTC yearly performance:
🔴2026: -28%
🔴2025: -6%
🟢2024: +121%
🟢2023: +155%
🔴2022: -64%
🟢2021: +59%
🟢2020: +304%
🟢2019: +92%
🔴2018: -74%
🟢2017: +1,369%
🟢2016: +123%
🟢2015: +34%
🔴2014: -58%
🟢2013: +5,463%
🟢2012: +193%
🟢2011: +1,437%
🟢2010: +385%

BTC1.67%

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AlΞxWacy

06-24 12:53

$119 to $0 in days.
Are you old enough?

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AlΞxWacy

06-24 10:23

Brutal truth:
Your $BTC breakeven from 2021 isn't $70,000.
It's $83,700.
Inflation moved the line while you waited.
"Back to even" was never even.

BTC1.67%

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AlΞxWacy

06-23 12:23

There's no retail left in this market.
You can feel it.
No FOMO, no fresh money, just the same timeline recycling the same takes while price grinds everyone into dust.
That's not automatically bearish.
Right before the big runs, retail wasn't here either.
Markets were thin, moves were ugly, conviction was rare.
The trap is waiting for an instant reversal.
This phase can drag for months and still hurt the whole way down.
But if retail is gone, the edge is simple: survive.
Don't bleed capital out of boredom.
Keep a plan.
Stay liquid enough to move when the game wakes back up.

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AlΞxWacy

06-23 10:43

Going from $10k to $100k feels like genius.
Watching it slide back to $15k feels like getting robbed.
You turned $10k into $100k. Portfolio bleeding green.
Strangers in your replies begging for the play.
You're not selling. Why would you? This is going to $500k. Maybe a milli.
Drops to $80k. "Healthy correction."
$60k. "Just shaking out weak hands."
$40k. Now you're checking price every hour. Doubt creeping in.
$20k. Panic hits. You dump everything.
A month later it's back at $90k.
What just happened?
At $100k you felt untouchable.
Risk vanished from your head. You stopped thinking about the

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AlΞxWacy

06-22 09:37

What if $BTC is playing out exactly like this.
Almost nobody is ready for it right now.

BTC1.67%

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AlΞxWacy

06-16 12:49

Imagine the whole industry is cooked.
You got a plan or just hope?
$BTC

BTC1.67%

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AlΞxWacy

06-05 08:44

You're still not ready for it.
But you know this scenario happens with $BTC.
Every cycle - 70% crash. Every cycle - new highs.
You've seen it. You know how this ends.
And yet.
Right now your brain is convincing you this time is different:
- No more growth
- $BTC to $20k and stuck there
- Alts never give 10-20x again
That's not a market read. That's fear wearing the costume of logic.
Bad thoughts move fast. They fill every gap.
And the longer you sit with them, the more inevitable they feel - even when you know they're wrong.
The shakeout doesn't happen at the bottom.
It happens the moment you

BTC1.67%

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FoxFox:

but when 💁‍♂️... in 2030 ?? just now we fill have 3 year bear in now agen + alts did not see bull and it fill be very hard years .

AlΞxWacy

06-03 10:48

People say sell in May and go away.
Looking at protocol revenue, it was partly true.
Only 48 crypto projects cleared $1M in monthly revenue in May.
Here are the top 25 by revenue:
1. @tether $493.0M
2. @circle $195.6M
3. @HyperliquidX $54.3M
4. @Pumpfun $32.6M
5. @Polymarket $20.8M
6. @Grayscale $19.1M
7. @SkyEcosystem $14.5M
8. @AxiomExchange $11.8M
9. @Paxos $10.3M
10. @CollectorCrypt $7.7M
11. @ $7.0M
12. @Courtyard_io $6.5M
13. @aave $6.5M
14. @gmgnai $6.4M
15. @edgeX_exchange $6.2M
16. @chainlink $4.7M
17. @titanbuilderxyz $4.4M
18. @AerodromeFi $4.3M
19. @JupiterExchange $4.1M
20. @LidoF

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AlΞxWacy

06-01 14:47

Are you scared?
$BTC

BTC1.67%

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AlΞxWacy

06-01 13:45

S&P 500 dumps from May to October every midterm election year:
1962: -22.16%
1966: -21.22%
1970: -0.15%
1974: -33.11%
1978: -7.91%
1982: +16.86%
1986: -8.14%
1990: -19.57%
1994: -2.05%
1998: -17.66%
2002: -31.34%
2006: -4.64%
2010: -6.03%
2014: -4.89%
2018: -5.15%
2022: -18.9%
Will 2026 be different?