𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗖𝗿𝘆𝗽𝘁𝗼 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: 👇👇👇 No doubt it's been a hard time for a lot of crypto holders this year, with many coins still trading massively below their all time highs. There is always a chance of further downside, but I think that risk is diminishing significantly now. In my view, there are simply too many reasons for this bounce to continue and potentially develop into a broader trend reversal. Equity markets remain extremely strong. Major indices are sitting in all-time highs, while the $RTY has continued to break higher into price discovery territory. Historically there has been a strong relationship between liquidity, risk appetite and crypto performance, and I believe crypto eventually catches up to what traditional markets have already been signalling. Regarding cycle theory, bears conveniently ignore that this last cycle has been different from the last. For the first time in Bitcoin's history, a new ATH was reached before the halving event itself. The launch of spot Bitcoin ETFs introduced a major new source of institutional demand that previous cycles simply didn't have. Every cycle also sees supply reduced, while long term holders continue to increase. Institutional participation has clearly helped reduce drawdowns compared to previous cycles. We were also handed one of the strongest bearish narratives imaginable: escalating conflict involving Iran and threats to a major global oil shipping route. Yet despite all of that, Bitcoin's lowest point was around $59,000. Now the narrative appears to be shifting. Tensions involving Iran look to be easing, $OIL prices are retreating, and that reduces inflationary pressures across the economy. Rates have remained above neutral for an extended period, and while inflation may not be completely defeated yet, I suspect we have either seen the peak or are approaching it over the coming months. Markets are forward-looking, however, and tend to move before the data fully confirms the trend. We also have several potential catalysts ahead. Kevin Warsh's upcoming remarks could provide further clues on the future policy path. Regulatory progress, including developments surrounding the CLARITY Act and broader legislation in the U.S, could eventually provide the legal certainty needed for larger institutional participation. If that sounds far-fetched, I would encourage people to look beyond the idea that cryptocurrencies are simply memes, rugs or virtual currencies. Many are evolving into financial infrastructure, settlement networks, tokenisation platforms and decentralised apps. Once you start researching the sector properly, it can become a very interesting rabbit hole. From a technical perspective, we're also bouncing from historically oversold conditions. Several indicators have reached levels that previously coincided with major cycle lows, including miner production cost metrics and other valuation models. The list honestly goes on. The longer prices remain around these levels without breaking down, the more investors begin to view them as attractive entry points. Demand returns, price rises, confidence improves, and fomo ensues. October has often marked important lows in midterm years, but this cycle has already proven to be unusual. I think there's a strong possibility that many crypto have already put in their lows. Moving on to alts (which in many cases offer far greater utility than Bitcoin itself and therefore, in my opinion, may ultimately prove more important to the broader economy), I previously mentioned that Bitcoin dominance had a strong chance of bouncing from support. While that has happened, the recent relative strength in altcoins makes me believe we could still be heading toward my flippening box below 58% dominance, where altcoins would likely begin to outperform much more aggressively. I'm not going to throw around the phrase "alt season", but I do think we could see some version of it. Projects attached to strong narratives, real adoption and genuine utility could perform exceptionally well. I've tried my very best to position myself where I believe future utility and demand will exist. I'm set up for some serious potential upside, and as you can see, I've retained a meaningful allocation to crypto without giving back a significant portion of the gains built over previous years. I'm extremely pleased with that outcome. My stock selection has helped keep the overall portfolio relatively stable, meaning that when risk-on conditions eventually return to crypto, I'm starting from a position of strength. Maintaining the ability to massively outperform while simultaneously reducing drawdown risk has been one of my primary goals over the past few years, and so far that approach appears to be working. I don't think it's a matter of IF the crypto bull market returns. I think it's a matter of when. Thanks to all copiers on eToro for your long-term trust and support. Disclaimer: This post reflects my personal opinions and market outlook. It is not financial advice. Investing in stocks, cryptocurrencies and other assets involves risk, and you should always conduct your own research before making investment decisions. #Bitcoin #BTC #Crypto #Cryptocurrency #Ethereum #ETH #Altcoins #Altseason #Investing #Trading #Finance #StockMarket #Macro #Web3 #DeFi #Blockchain #DigitalAssets #Markets #BullMarket #eToro

FY27 for Nintendo could look something like this: 20mn Switch 2 units sold → ¥45bn NP 100mn Switch 2 games sold → ¥300bn NP 2mn Switch units sold → ¥7bn NP 50mn Switch games sold → ¥125bn NP IP earnings/other → ¥75bn NP Nintendo Online → ¥75bn NP Total: ~¥625bn net profit. At (current price) ¥7,000/share, strip out cash on the balance sheet, you're looking at a P/E of ~13x. If the stock re-rates to a P/E of 25 = ¥12,700/share Yes this net projection is more optimistic than Nintendo's own guidance, then again they forecast selling 15mn Switch 2's in the first year and sold 20mn. I think the above scenario is likely, with an outside chance that they do even better.

Gut says Crypto is about to pump HARD. This whole "bear market" something felt off. This has been the biggest cycle for Crypto adoption and we never got a real pump. This pullback only makes sense as a shakeout before the actual move. Anyone who thinks it's really over is an idiot and they're missing the bigger picture. Crypto is about to pump so unbelievably hard and if you fell for the FUD you're about to miss out on life changing opportunities. Smart money is accumulating here. So should you.

Aged like a fine cheese. They had everyone panicking about the worst OIL crisis in forever, doom porn everywhere. Market scared and pricing in rate hikes even though Warsh was never gonna do that. And then, just on time, its all over. Doomers in disbelief.

𝗜𝘀 𝗖𝘂𝗿𝘃𝗲 ($CRV) 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗺𝗶𝘀𝗽𝗿𝗶𝗰𝗲𝗱 𝗰𝗿𝘆𝗽𝘁𝗼 𝗮𝘀𝘀𝗲𝘁𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘁𝗼𝗱𝗮𝘆? 👇👇👇 At the time of writing, Curve has a market capitalisation of roughly $355 million. Yet despite this relatively small valuation, the protocol still has around $1.4 billion in Total Value Locked, over $4 billion in monthly DEX volume, and generates approximately $62 million in annualised fees. To me, that seems like a strange disconnect. There are many crypto projects valued at over $1 billion that generate lower revenues, process less volume, and have less value locked than Curve. Curve, on the other hand, remains one of the most important pieces of infrastructure within decentralised finance. Its purpose is quite simple: Curve allows users to efficiently swap between assets that are supposed to trade at similar values. Today, that is primarily stablecoins such as USDC, USDT, DAI and crvUSD. However, stablecoins may only be the beginning. Many of the world's largest financial institutions are actively exploring tokenised money market funds, tokenised bonds, tokenised deposits, and other RWA's on blockchain networks. If or more likely "𝒘𝒉𝒆𝒏" that future materialises, all of those assets will need liquidity. Investors will need efficient ways to move between tokenised dollar assets, stablecoins, tokenised Treasury products, money market funds, and other real-world assets held on chain. Curve does not create these tokenised assets. Instead, it provides the marketplace that allows users to move between them efficiently with deep liquidity and minimal slippage. In simple terms, if tokenisation continues to grow, the need for infrastructure that connects all of these assets together will very likely grow as well. Of course, there are risks. This is crypto after all. Curve has faced security incidents affecting parts of its wider ecosystem over the years, whilst token emissions have weighed on price and investor sentiment for an extended period. However, to my knowledge, neither the CRV token contract nor the veCRV locking mechanism have ever been directly compromised. The market also remains cautious towards DeFi after a difficult few years for the sector, whilst a significant amount of capital has instead flowed into areas such as AI, infrastructure, payments, and Bitcoin itself. However, when I see a protocol with over $1 billion locked, billions in monthly trading activity, and a market capitalisation of only $355 million, I can't help but think the market may be underestimating its long term importance. CRV is also a high beta asset. Historically, when Bitcoin and Ethereum perform well, assets further out on the risk curve often experience much larger percentage moves. If Ethereum, DeFi, stablecoins, and tokenised real-world assets continue growing over the coming years, Curve appears to be one of the protocols best positioned to benefit from that trend. When I also factor in the fact that CRV is trading around a major long-term support level on the charts, I personally find it difficult to build a strong bear case from current prices. Could it go lower? Of course...but I believe the risk/reward profile is one of the most attractive in the cryptocurrency market today. CRV is 5.19% of my portfolio. Thanks for reading. Not financial advice. Crypto is inherently risky. Always do your own research. #CRV #CurveFinance #DeFi #Ethereum #Crypto #Altcoins #RWA #Tokenisation #Stablecoins

Listened to the full $ADBE call (twice) today at work. One of the main takeaways from this report is that they’re seeing incredible new user demand due to the ai frenzy as well as need for content “gushing”. They saw trips to Adobe .com up 40% YoY!! Management is seeing this demand and pivoting the lower end offerings (think Express, Premier, FireFly) from an instant paywall into a freemium model. They did this historically with Acrobat where they also had to pivot from an instant paywall to a freemium setup. This strategy will be a short term headwind to monetization especially on the lower end users, however the belief is that this will further strengthen the ecosystem, long term brand, and allow a much greater opportunity to grab market share while maintaining the ability to upsell or monetize products long term. On the enterprise side of things the demand for ai tools and implementation into workflows continues to be in strong demand. Businesses are coming to Adobe and asking them to provide them with new ai tools and capabilities to layer on top of their pre-existing workflows inside of Adobe’s suite. Hence why we saw AI-first ARR triple YoY. They successfully upsold some new and existing clients to their Genstudio and other custom ai capabilities. To name a few NHL, SAP, ServiceNow, Stellantis, and Coca-Cola. These massive enterprises have to use an ip-safe generative ai which they can only access via Adobe CC. Additionally on the CEO and CFO movement. The CFO is leaving and will soon be the CFO at Marvell. The guy bought Adobe shares last year and still owns millions in Adobe shares he obviously didn’t leave because the company was going out of business or had a dark future. He will temporarily be replaced by Steven Day who has been with Adobe 20 years in a multitude of Financial roles. Shantanu is stepping back into a still massive role (chair of the board) as a reminder he’s 63. The hunt for the new CEO will be done in a timely matter where the new CEO can set the roadmap for 2027. They’re looking internally and externally for someone who has a background in AI enterprise scale to keep the companies momentum moving in the right direction for an ai future. I could list the numbers again here, but you all saw them they were great basically all beats and raises cross the board. In summary the thesis is more than still in tact and I’m probably adding more here. The moat of Adobe is incredible and I think they’re in one of the strongest positions to be a massive ai distributor for the foreseeable future. The only question mark I still have is the new CEO, but I’m confident in this board and management team in making a good decision as they’ve executed wonderfully over the past decade. Cheers 🍻

The Altseason Taboo Yes, probably the single most trigger-inducing word in crypto right now, one that nowadays sounds more like a myth or fantasy. But if you allow me to define "altseason" technically using my momentum line on the $OTHERS / $BTC 2W chart, and call it an altseason when this chart trades above the momentum line, then it is crystal clear that we have not had one since 2021. In fact, any developing runs came to a grinding halt exactly at the momentum line. Even the run prior to the October 10th liquidations ended exactly at the 1W momentum line. What we have been noting for a while, though, is the formation of a macro accumulation range, marked by the first monthly Remora beam print. This has since been further validated by OTHERS/BTC forming a sideways consolidation range going back to March last year. We have even seen a classic "flush" of the range on October 10th. At the moment, it has finally escaped the macro accumulation range, broken out of the downtrend line going back to 2022, and is currently sitting at the momentum line after wicking above it last week. Considering how taboo the word has become, let's just say that, using the momentum line as a point of reference, a close above it would give us the first orange bar since 2021 and probably the first confirmation of the onset of an altcoin season, however long or short lived it may be....

Guys, I think this is big

If you are fading HBAR under 0.10 you hate money.

credibull's $10,000 investment is now worth $14,166. after 6 days. the funny part? most people still aren't paying attention to $CRV.

Bring the #altseason vibes! Despite soo much selling, all altcoin parameters are holding major supports. #Alts could have truely bottomed.

𝗧𝗲𝗰𝗵 𝘀𝘁𝗼𝗰𝗸𝘀 𝘄𝗼𝗻'𝘁 𝗼𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 𝗮𝗹𝘁𝘀 𝗳𝗼𝗿𝗲𝘃𝗲𝗿. Depicted here is TOTAL3/NASDAQ100, a chart comparing the total cryptocurrency market capitalisation excluding $BTC and $ETH against the $NDX. Rather than being priced in dollars, the value is expressed relative to the Nasdaq 100. When the chart rises, altcoins outperform tech stocks. When it falls, tech stocks outperform altcoins. Since September 2025, the Nasdaq has decisively outperformed the broader altcoin market, creating a significant downtrend in this ratio. I don't expect that trend to continue indefinitely. Last week, the HPL (High Probability Low) indicator triggered, while price has also fallen well beneath the Gaussian Channel. Historically, extended deviations below the channel have often signalled undervaluation, with price eventually reverting back towards the mean, particularly on major cross-market pairs such as this. My initial target is a move back to the 0.618 Fibonacci retracement level. From current levels, that would imply roughly 120% upside in the ratio, meaning the average altcoin could more than double relative to the Nasdaq. Of course, the outcome in USD terms depends heavily on what the Nasdaq does. If altcoins outperform while the Nasdaq declines, gains may be lower than the ratio alone suggests. However, historically, altcoins have tended to perform best when major equity indices are advancing and entering price discovery. If the Nasdaq continues its climb towards and beyond 30,000, then a move to the 0.618 retracement could translate into gains substantially greater than 120% in dollar terms for the average altcoin. This is a longer-term thesis that may take months to play out. At present, I do not expect price to break materially below the previous swing HPL formed in June 2023. As investors in higher-risk assets, we should always seek to maximise risk-adjusted returns. Comparative charts such as this can help identify relative value opportunities and provide context for where capital may flow next. Not financial advice. Charts represent my own analysis and opinions only. Always do your own research and manage risk appropriately. #Crypto #Altcoins #Bitcoin #Ethereum #TOTAL3 #Nasdaq100 #NASDAQ #CryptoMarket #CryptoTrading #Investing #TechnicalAnalysis #TradingView #BullMarket #Altseason #CryptoInvestor

I expect Nintendo Stock to find a bottom here at the monthly Gaussian midline. #nintendo #ntdoy #zelda #mario #stocks #investing #tokyo #nintendotokyo #nintendodirect

There is still a lot of data pointing to this being a mid cycle correction. I understand that thus far, Bitcoin has followed the usual path of the 4 year cycle very closely. But when you look under the surface and delve deeper into the wider market, you see that within this current cycle, Bitcoin is the only asset actually following it. And yes, I get it, it is Bitcoins 4 year cycle. But what you also cannot ignore is that within every other cycle, the wider market has also followed Bitcoin in every way. And what we are currently presented with here is a very interesting situation. Right now things look like this: Bitcoin - Full cycle Wider market - Mid cycle correction And that is captured here very clearly with ETH/BTC. ETH/BTC is in the same position it was during Bitcoin mid cycle correction in 2019. And the same goes for everything else. I understand it is hard to see something that hasn't played out yet, especially when comparing it to the reality of Bitcoins position. But I believe the wider market is telling the real story, and Bitcoins current moves, albeit similar to the 4 year cycle, will actually end up playing out very differently. Everything else points to a lengthened cycle.

I think people are underestimating the impact that the Ocarina of Time remake is going to have. There are millions of millennials all around the world, who have a core nostalgic memory of this game. It was a major part of their childhoods. You see, when we were younger there were no distractions...sure we had TV and pokemon to watch...but there were no Reels, there was no social media. We either played out with our friends or we played video games. In the months leading up to Ocarina of Time, we could not hold our excitement in. Maybe kids do have something like that today? But it doesn't seem to me like that anticipation, magic, excitement can ever be matched. Ocarina of Time was a pinnacle moment, and although looking back at the graphics of 1998 we are perhaps underwhelmed, but in the flow of the moment, those graphics were REAL to us. Indeed, they were some of the best at the time available to technology! Regardless, We were immersed. The story was everything to us. The music was everything. At aged 7, Saving Hyrule was my mandate in life. When I saw Nintendo's teaser yesterday, I got full body shivers. I already own a Switch 2, but there are millions upon millions around the world who have long awaited this and who will buy one just to be able to unlock that core memory and nostalgic happiness. We have loved ones and friends that accompany our original foray into Hyrule, and who may no longer be with us. We remember the smell of freshly made tomato soup being brought to us whilst we tackle the difficulty of the Water Temple. We remember our Grandparents watching football games in a room nearby whilst we dug graves with Dampe the gravekeeper, and we remember telling our friends we were scared of the wallmasters that drop from the ceiling in The Forest Temple. When I replay the original OoT, or even just think about it, it gives me a happiness and sense of calm that I cannot even describe in words. This remake will bring those emotions to millions worldwide. Please retweet this is you feel the same. #Zelda #OcarinaOfTime #OOT #LegendOfZelda #Nintendo #NintendoSwitch2 #Switch2 #Hyrule #N64 #Gaming #RetroGaming #Millennials

Ocarina of Time is the best Zelda game ever and all you young people who never understood this will finally understand without ever having to blow into a cartridge

𝗗𝗲𝗮𝗿 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 𝗮𝗻𝗱 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀: 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 𝗧𝗿𝗲𝗯𝗹𝗲: 🗡️🧝 𝗭𝗘𝗟𝗗𝗔 🐋⛓️ 𝗕𝗜𝗧𝗖𝗢𝗜𝗡 🏦📈 𝗛𝗕𝗔𝗥 𝑵𝒊𝒏𝒕𝒆𝒏𝒅𝒐 𝑫𝒊𝒓𝒆𝒄𝒕: 𝑳𝒐𝒐𝒌𝒊𝒏𝒈 𝑩𝒆𝒚𝒐𝒏𝒅 𝑻𝒉𝒆 𝑰𝒎𝒎𝒆𝒅𝒊𝒂𝒕𝒆 𝑴𝒂𝒓𝒌𝒆𝒕 𝑹𝒆𝒂𝒄𝒕𝒊𝒐𝒏: 👇👇👇 🔸Yesterday I watched the Nintendo Direct, which was $NTDOY (Nintendo CO Ltd-ADR)'s first major Direct showcase since September 2025. Personally, I thought the announcements were excellent: the remade Xenogears trilogy, Kingdom Hearts IV, Devil May Cry 5, Final Fantasy Resonance, Nintendo Switch Sports Resort, Fire Emblem, Orbitals, Dragon's Dogma 2 and, most importantly for me, The Legend of Zelda: Ocarina of Time Remake. That reveal definitely hit home in a good way. 🔸Despite what I felt was a very strong lineup, Nintendo's share price fell sharply, dropping as much as 10% intraday. At first I struggled to understand why, but the market appears to have been looking for a major new first party system seller, particularly a brand new 3D Mario title, rather than a collection of remakes, ports and third party releases. 🔸Shareholder anxiety was also fuelled by a lack of concrete gameplay details for some of the showcase's biggest reveals, including the newly announced Ocarina of Time remake. While fans were excited by the announcements, investors appear to have been looking for clearer evidence of blockbuster first party software capable of sustaining Switch 2 momentum into its second year. 🔸Adding to the negative sentiment, Nintendo was also hit this week with a €35 million fine from French regulators over its handling of the long-running JoyCon drift issue. While relatively immaterial financially, it certainly didn't help sentiment during a week when investors were already looking for reasons to be cautious. 🔸Personally, I think the reaction may be a little harsh. As a casual gamer these days, I came away from the showcase excited. As an investor, however, I can understand why the market was looking for Nintendo's next billion dollar franchise release rather than relying on nostalgia, remakes and third party support alone. I think this incoming release of games is very decent, and certainly enough to drive revenue and profits higher from here. 🔸I continue to allocate for the long term, as I passionately believe Nintendo offers really attractive value in this price region. The company has one of the strongest intellectual property portfolios in the world, a fortress balance sheet, and a growing install base for Switch 2. Sometimes the market focuses on what's missing rather than what has actually been delivered. 𝑾𝒉𝒂𝒍𝒆𝒔 𝑩𝒐𝒖𝒈𝒉𝒕 𝑾𝒉𝒊𝒍𝒆 𝑹𝒆𝒕𝒂𝒊𝒍 𝑺𝒐𝒍𝒅: 👇👇👇 🔸According to CryptoQuant data, Bitcoin's recent drop to the $60,000 region may have been accompanied by significant whale accumulation. While many retail investors reacted to the sell off by reducing exposure, on chain metrics suggest larger market participants were actively buying into the weakness. 🔸CryptoQuant noted that on June 2–3, older dormant wallets moved substantial amounts of Bitcoin onto exchanges, with Inflow CDD (Coin Days Destroyed) reaching 2.16 million. This influx of older coins coincided with Bitcoin falling from around $71,000 to the $60,000–$61,000 range. However, at the lows, the Exchange Whale Ratio surged to 61.6%. This metric measures the proportion of exchange activity accounted for by the largest wallets, with higher readings indicating that whales are dominating flows. The data suggests large holders were heavily involved in absorbing selling pressure. 🔸Over the following five days, approximately 11,422 $BTC worth around $700 million, was withdrawn from exchanges into cold storage. Such withdrawals reduce the immediately available supply of Bitcoin for sale and are often viewed as a sign of longer term accumulation. Clearly we are seeing movement from weaker hands to larger long-term holders. With more than 11,000 BTC withdrawn from exchanges in just five days, this supports the idea that the $60,000–$61,000 range may now represent a strong area of support for Bitcoin's next move higher. 𝑪𝒂𝒏𝒂𝒓𝒚 𝑬𝑻𝑭 𝑸𝒖𝒊𝒆𝒕𝒍𝒚 𝑨𝒄𝒄𝒖𝒎𝒖𝒍𝒂𝒕𝒆𝒔 𝟭.𝟯% 𝑶𝒇 𝑨𝒍𝒍 𝑯𝑩𝑨𝑹: 👇👇👇 🔸Canary Capital's spot HBAR ETF has now accumulated approximately 549 million HBAR since launching in October 2025, equivalent to around 1.3% of Hedera's circulating supply. Because the ETF holds real HBAR in custody, every new investment removes tokens from the liquid market. 🔸While $HBAR's price has remained subdued, the ETF has continued steadily accumulating. This means a growing share of the available supply is being absorbed by institutional investors rather than remaining available for trading. 🔸For HBAR bulls, the story is simple: if institutional demand continues to grow alongside Hedera adoption, having more than half a billion HBAR locked away could become an increasingly meaningful tailwind over the long term. #Nintendo #NintendoDirect #Switch2 #Zelda #OcarinaOfTime #NTDOY #Bitcoin #BTC #Crypto #CryptoQuant #HBAR #Hedera #CanaryETF #ETF Disclosure: I am long NTDOY, HBAR and various digital assets discussed above. This post is for informational purposes only and should not be considered financial advice. Always do your own research before investing.

The market fails to see that Nintendo is a plan economy. They have first party games releasing basically every month and new ones will be revealed at subsequent Directs (next one in August or September) release dates for announced ones. They don't do teasers for games releasing 3-5 years out like other companies and they seldom delay officially. One brick at a time. $NTDOY Then again, should I be owning a stock that is so misunderstood by the analysts/market and just keeps getting beaten down no matter what they do? Apparently I shouldn't; I will get my biggest daily drawdown ever today in $. Of course I'm not selling, though; rather buying more 10% down. Analysts expecting a 3D Zelda and 3D Mario being shown on the same Direct should just resign. Mario is for the next calendar year, that's obvious for anyone having a more than passing interest in the company's way of doing business.