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Capital is rotating beyond Bitcoin as momentum spreads across the broader market. This is where new narratives gain traction, but strong fundamentals still separate lasting opportunities from short-term hype. We’re watching where capital and builders move next.

The Fed has spoken. A 25 bps hike puts rates at 3.75%–4.00%, with inflation still a key focus. Markets are watching closely.

$460B added to the crypto market in just one month. Daily moves will come and go, but this kind of growth shows just how quickly capital can return when market confidence picks up. Plenty to watch from here.

👀 @RobinhoodApp got almost 2x growth in a week for Robinhood's DEX volume — that's not a fluke, that's momentum.

Regulatory clarity could be the catalyst crypto has been waiting for. 👀 If the Clarity Act reaches the President’s desk, it could mark a major step toward stronger institutional confidence and broader adoption.

BTC as a hedge against dollar weakness makes sense, but the real test is whether this momentum holds once the hype cools down. Still cautiously bullish.

War on crypto: ended. Bull market: loading. 🐂

$44.7B already, and Ethereum still taking more than half of the market. RWA is starting to look less like a narrative and more like actual infrastructure being built onchain. Curious to see how fast this grows from here.

Every cycle gets a warning like this. Our guess is the next correction will not kill the AI narrative, it will separate the companies riding momentum from the ones actually building something durable.

A shallower drawdown doesn’t mean the bottom is in. But periods like this are where patient capital starts paying closer attention. The noise gets louder, valuations reset, and the strongest builders keep building.

Institutions keep buying while the market keeps debating. That usually tells you where conviction really is.

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