MACRO STRATEGIST LYN ALDEN BULLISH ON BITCOIN VS GOLD AMID SENTIMENT DIVERGENCE
Macro strategist Lyn Alden has spotlighted a significant market divergence. Bitcoin is currently experiencing 'Extreme Fear' at 18/100 on the Fear & Greed Index, while gold stands at 'Greed' with a score of 72/100 following its peak at $5,608 in January. Bitcoin is trading at $71,164, a notable 44% below its all-time high of approximately $126,000.
Alden suggests that this stark contrast in sentiment could present a relative value opportunity for Bitcoin, particularly as capital may begin to rotate back from AI equities. Historically, leadership has swung between Bitcoin and gold, and this current sentiment gap may be the undervalued catalyst that Bitcoin needs to outshine gold in the coming years.
However, Alden cautions against expecting a rapid recovery. Instead, she predicts a 'slow grind' as the market adjusts and capital flows potentially redirect. This insight provides a fresh perspective on the dynamics between these two assets.
๐๐ Agents will make 1,000,000ร more payments than humans ๐
And they will NOT use banks.
$XRP $1,000 $XLM $1000CAT @elonmusk Signal
@cz_binance, Founder of Binance: "AI agents will make 1 million times more payments than humans, and they will use crypto." @brian_armstrong, CEO of @coinbase: "Very soon, there are going to be more AI agents than humans making transactions. They can't open a bank account, but they can own a crypto wallet."
@elonmusk, Owner of X: "X Money is the central source of ALL monetary transactions. This will be a game-changer." When asked about crypto integration on X Money โ March 4, 2026: "This will be big."
@dan_pantera live on Bloomberg: "AI agents HAVE to use crypto. They will NOT use banks. It's ALREADY happening." @jerallaire, CEO of @circle: "Stablecoins will become the native currency powering machine-to-machine commerce."
@stripe ร @circle are actively building payment rails exclusively for AI agents. X Money external beta launching now. Smart Cashtags โ trade stocks & crypto directly from your timeline. Coming in weeks.
โ $XRP : x402 machine-native payment standard live on XRPL โ $XLM : AI payment layer under construction โ $RLUSD: stablecoin settlement bridge The biggest names in crypto and fintech are all saying the same thing.
Human payments = billions per day AI agent payments = millions per second The infrastructure is already decided. ๐
CIRCLEโS $350M USDC MINTING SENDS A STRONG SIGNAL
In a striking 12-hour window, Circle minted $350M in $USDC -- $100M on Ethereum and $250M on Solana. This liquidity surge often a precedes market pumps and indicates institutional demand driving DeFi and trading activity.
The smart money is clearly positioning on $ETH and $SOL ahead of the broader market. ๐
THE SEC CHAIR PAUL ATKINS$XRP CONFIRMS THAT THE CRYPTO MARKET STRUCTURE BILL HAS PASSED THE HOUSE & IS NOW MOVING THROUGH THE U.S. SENATE REVIEW PROCESS! ๐บ๐ธ
We are about to start LIVE on YouTube and today, for your activity, an additional video will be released on the channel. And soon we will talk about:
- Increases to 74k and is it time for a correction? - Nvidia stocks are rising thanks to the ongoing boom in artificial intelligence - A White House advisor criticizes Jamie Dimon in a dispute over stablecoin revenues - Analysts claim that the worst for Bitcoin may already be behind us - The Korean KOSPI index is up 11% in a historic market rebound
youtube.com/live/zI7okaqfeโฆ
And at 08:30 we are moving to discord.gg/kryptodzik where we will thoroughly analyze one of the most interesting commodities in recent years. We are preparing for long-term purchases.
๐จ $HBAR TOKENOMICS BREAKDOWN โ Why The Next Bull Run Will Be Different โก๏ธ๐๐
HBAR has a hard-capped max supply of exactly 50 Billion โ no inflation, no more tokens can EVER be created. True fixed supply locked in forever.
For years, massive scheduled unlocks (team, SAFT investors, ecosystem) flooded the market quarterly. This created relentless selling pressure & heavy dilution that held the price down despite growing adoption.
Key unlocks in 2024 & 2025 (based on reports & schedules): - Jun 29, 2024: ~21.93M HBAR/day avg (Ecosystem/Open Source Dev) โ major quarterly release. - Sep 30, 2024: ~$177M value unlocked (Ecosystem/Open Source Dev). - Dec 30/31, 2024: ~370Mโ40M+ HBAR (Network Ops & Ecosystem) โ one of the larger ones. - Q1 2025 (Mar 31-ish): ~410M HBAR (developer incentives & community). - Other quarterly drops in 2025 (e.g., ecosystem/dev allocations) โ but tapering off.
Now: 43 Billion HBAR already unlocked (86% circulating). Only ~7B remain โ dilution is now minimal moving forward.
Compare to SUI & SOL (still facing big ongoing unlocks & inflation risk) โ HBAR has almost no new supply overhang left.
Biggest kicker: HBAR ICOโd at $0.12โฆ and the price is still below launch price today.
Fixed supply + almost zero future dilution + real enterprise momentum = HBAR is primed to be one of the biggest runners in the next bull market.
๐จ $HBAR BULLISH ON KRAKENโS FED MASTER ACCOUNT WIN! ๐ฅ
Kraken just became the FIRST crypto-native company to secure a Federal Reserve master account (limited โskinnyโ version) โ direct access to Fed payments rails for reserves + central bank money settlement.
Huge for crypto overall & Kraken, signaling a major TradFi thaw.
What this means specifically for $HBAR : โ YES โ very bullish! โ Direct positive impact: Smoother, faster fiat rails = instant boost to institutional liquidity, on-ramps & settlements for Hederaโs enterprise use cases (payments, stablecoins, RWAs, supply chain). โ Hederaโs Council-governed, aBFT-secure network (FedEx already onboard) is perfectly positioned for this exact integration moment. When crypto plugs into real banking infrastructure, real-world utility leaders like $HBAR win hardest โข๏ธ
#BTC is approaching 68k and stocks are systematically making money... Do you have any stocks at good prices that we can look into? Share your picks in the comments and my fundamental analysis expert will take a look at them and maybe we can hit something interesting...$BTC
The really time to focus on finding the next big thing is during a dull and monotonous market downturn. Don't give up, don't surrender, don't accept defeat; the next phase could be explosive.
Here's some advice: Keep a close eye on the projects in this Ethereum ecosystem list. They're all top players in their categories, and their upcoming moves could create new narratives that attract significant capital.
What ties them together? They're all built on Ethereum