Gumg

$BTC is doing exactly the same it did last cycle
> Crash below 50 Monthly MA ✅
> Retest 1 month later (Reject) ✅
> Grind higher till mid August (?)
> Dump & Slow bleed over months until bottom (?)
The 4 year cyclers will say that BTC will still make new lows and so far we've seen a repeat of typical bear markets
If we revisit $57K I believe we lose that level and make new lows, so you don't want to see it drop more
I'm slowly adding BTC into cold storage and have a lot of stables waiting to bid
If you buy on liquidations or key levels such as $53K $49K $45K you're probably gonna be smiling in

July '24, $SOL = $155, $49.7B Onchain Volume
July '26, $SOL = $73, $49.7B Onchain Volume
SOL is 53% lower but volume is the same
The fundamentals have improved in many indicators like this

$HYPE underperformance in the last month has nothing to do with Loracle selling or KYC
- it is correlated with AI stocks and $DRAM
- it became consensus on CT, boosted by BTC/ALTS underperformance in Q1/Q2
75% of Hyperliquid trading volume is now RWAs
buy HYPE when AI bottoms

solana is getting FASTER
will DROP inflation
will BURN 10X more fees, millions per day in peak bull
all of this while it is the chain with the BEST distribution and product offering in crypto
and its happening...here

ORE bought back 0.28% of their supply every day in July
$94,209 per day, $2.95M Total, $30M FDV
- $84,789 buried (out of circulation)
- $9,420 distributed to Stakers
Since May 1st:
$SOL -11%
$ORE +28%
It outperformed $SOL in the last 3 months while markets bleed out/consolidate + even though it had a 35% correction recently
At current levels, it is inflationary but any crypto pump or uptick in onchain activity will lead more people to $ORE and make it deflationary as it has several times in the past

PUMP revenue just hit a 7-month high
$PUMP was at $0.27 when revenue was this high, but this time you have less supply due to token buybacks
From ATH peak, it is down less (-72%) than SOL (-75%) is which is insane considering that it launched in peak bull conditions

you guys did it solana:So11111111111111111111111111111111111111112
the proposal for doubling disinflation rate of Solana has moved on to discussion and will go to a final vote
pass this and you can raise your targets

you guys are MANIACS
i gambled on the Up or Down 5m Prediction Market "trading"
a $15 loss got me stressing more than some big red days do
there is no edge here
STOP

$SOL thesis just got 10x stronger this week
Inflation and Burn proposals are now live and will likely pass to the final voting. This would make SOL a powerful asset during a bull market where activity is sky high. More Usage = More Token Burns = Deflationary.
Fundamentals are getting better. There are more things to do onchain than ever before. $CATE coin went from 0 to $90M in one week, and it did $81M volume in the last 24 hours which has not been since the bull market. Even $ANSEM ATH volume was $71M.
So yes, memecoins are and will be stronger than ever before in the next bull cycle and the

This guy made over +$1M on Anthropic shares bought on Solana
He was up over $2M at some point and now holds only 10% of his original size
$524K -> $1.01M in 7 months
The crazy part is he only trades pre-IPO stocks

I remain bullish but this would immediately invalidate my thesis that bitcoin:native is bottomed
Odds of the Clarity Act being signed have dropped hard in the last days, from 35% to 27%
August 4th is the D-day for crypto bulls
You can see new lows to form into what would be the final leg of the bear market