giming.sol

The way I'm thinking of it.. Is that the $BTC cycle is definitely over. That is, the cycle of DAT buying, SBR hype, and record ETF flows. BUT, here's the caveat. "Cycle is over" as a headline freaks people out - as they instantly get 2022/23 PTSD - but it really depends on your definition of "cycle". I'm not a subscriber of the 4-year cycle, as crypto is more driven by macro/flows/narrative now than ever. Currently, we're in the process of finding a floor as we wait for the *next* cycle trigger. Very likely that it's driven by debasement/AI energy race/liquidity expansion. This could come in a matter of weeks/months. It doesn't have to be 4 years. BTC is a macro asset now. Adapt and play accordingly.

Trump just "saved" the crypto market. If you missed the past 24 hours, here's your full recap - no fluff, just facts. 🚨---- Major Headlines ----🚨 → $BTC makes a massive +12% move from 85K to 95K after Trump announces a Crypto Strategic Reserve. → $ETH also makes a big +16% move to $2550 after the reserve news. → Trump states the reserve is set to include $BTC, $ETH, $SOL, $ADA, and $XRP. → David Sacks states "there will be more to come" at the White House crypto summit this Friday. → Trump also states "more valuable cryptocurrencies" will be added to the US Crypto Reserve. → Over the past 24h, $830M in total traders were liquidated, with $580M of those being short positions. → The fear and greed index has rebounded back to 33 but remains in fear after hitting 10 in extreme fear last week. 🚨Upcoming events this week: • Manufacturing PMI - March 3 • Tariff deadline for Mexico and Canada - March 4 • ADP Employment Report - March 5 • Non-Manufacturing PMI - March 5 • US jobless claims - March 6 • White House crypto summit - March 7 📊---- Altcoin Market Updates ----📊 → It's a green day across the board for alts, with OTHERS (market cap excluding the top 10 cryptos) adding +27B since the Trump reserve news. → The Altseason Index has risen to 33, up from 27 last week—the lowest level since before the Trump rally in November. 📈 $ETH now leads in total mindshare, flipping $BTC and $SOL with 12% of total token mindshare. 📈 The top price gainers in the top 100 cryptos are $ADA +60% $XRP +32% $TRUMP +26%. 📈 The top narrative mindshare gainer is DeFi at +0.94%. 📈 L1s are showing mindshare dominance with $ADA +5.38% $XRP +5.1% and $SOL +2.10%. 📈 $SOL is the #1 chain for bridged inflows at +23M. 📈 AI agents, DeFAI, and memes show strength, with agents up an average of +21%, memes +17%, and DeFAI +17%. 📈 The top trending agents are $FARTCOIN, $KWEEN and $NAVAL. 📈 The top trending memecoins are $TRUMP, $PEPE and $MOG. 📈 The top trending DeFAI coins are $GRIFFAIN, $FUKU and $BNKR. 📉 RWA is the top narrative mindshare loser at -0.30%. 📉 The top RWA price losers are $COLLAT -26% $MKR -6% $ZBCN -6%. 📉 $ETH leads in total bridged outflows at -34M. If you enjoyed this daily roundup, make sure to follow me @milesdeutscher - I'll see you tomorrow.