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Chuỗi sai lầm triệu đô. 2. Hold to die. Với kinh nghiệm từ các mùa trước, ai giữ coin lâu dài (hết chu kỳ) là người thắng lớn, ai tối ưu nhảy qua nhảy lại, vừa mất coin vừa chả lời bao nhiều. - Những người giữ được coin hết mùa có thể x30 - x50 thập chí x cả ngàn lần: Ví dụ: - XRP 0.02$ (tháng 4/2017) lên 3,3$ (tháng 1/2018) tức 165 lần, bạn bỏ $1k sẽ có $165k. - Tượng tự như thế DGB tăng 433 lần, Run tăng 800 lần..... Bèo bèo cũng tăng x10 trở lên Nhưng lúc đó đa số là vốn ít, muốn tối ưu lợi nhuận nên thường nhảy ra nhảy vào, kết quả lời ít. => Tới chu kỳ 2025, nhưng người có kinh nghiệm đa số là hodl coin tới chết, vì nghĩ rằng các đợt giảm giá chỉ là giảm điều chỉnh, trước sớm muộn cũng tăng. Cho tới khi lỗ quá thì có tư tưởng buông xuôi: Thôi kệ chả lẽ giờ bán cũng có còn bao nhiêu đâu. Mà khỗ lỗi vốn của chu kỳ này lại lớn bằng 10 hoặc 100 lần vốn của các chu kỳ trước! (còn nữa)
Chuỗi sai lầm triệu đô.

2. Hold to die.
Với kinh nghiệm từ các mùa trước, ai giữ coin lâu dài (hết chu kỳ) là người thắng lớn, ai tối ưu nhảy qua nhảy lại, vừa mất coin vừa chả lời bao nhiều.
- Những người giữ được coin hết mùa có thể x30 - x50 thập chí x cả ngàn lần:
Ví dụ:
- XRP 0.02$ (tháng 4/2017) lên 3,3$ (tháng 1/2018) tức 165 lần, bạn bỏ $1k sẽ có $165k.
- Tượng tự như thế DGB tăng 433 lần, Run tăng 800 lần..... Bèo bèo cũng tăng x10 trở lên
Nhưng lúc đó đa số là vốn ít, muốn tối ưu lợi nhuận nên thường nhảy ra nhảy vào, kết quả lời ít.

=> Tới chu kỳ 2025, nhưng người có kinh nghiệm đa số là hodl coin tới chết, vì nghĩ rằng các đợt giảm giá chỉ là giảm điều chỉnh, trước sớm muộn cũng tăng. Cho tới khi lỗ quá thì có tư tưởng buông xuôi: Thôi kệ chả lẽ giờ bán cũng có còn bao nhiêu đâu. Mà khỗ lỗi vốn của chu kỳ này lại lớn bằng 10 hoặc 100 lần vốn của các chu kỳ trước!
(còn nữa)
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“Bạn có dám tin rằng chỉ trong vài ngày, một meme coin trên BNB Chain đã tăng hàng trăm phần trăm và đẩy market cap lên gần nửa tỷ USD?” Đó chính là thực tế đang diễn ra với làn sóng bùng nổ meme coin trên mạng BNB mấy ngày qua. Nền tảng launchpad Four.meme – “Pump.fun của BNB Chain” – đang dẫn dắt cơn sốt. Phí gas rẻ, tốc độ nhanh và narrative Trung Quốc (Binance Life, các token zodiac, slang internet) đã khiến hàng loạt meme coin pump điên cuồng. Tiêu biểu là 币安人生 (Binance Life): chỉ trong thời gian ngắn, token tăng chóng mặt hơn 200-300%, volume giao dịch bùng nổ, đẩy market cap vượt 400 triệu USD. Hệ sinh thái Four.meme hiện có tổng market cap hơn 1,1 tỷ USD và trading volume liên tục lập kỷ lục. Đây không chỉ là pump kỹ thuật – đây là FOMO cộng đồng thực sự, với trader nhỏ lẻ và whale Trung Quốc đổ bộ mạnh mẽ. Tuy nhiên, meme coin luôn là trò chơi hai mặt: lên nhanh – xuống cũng không kém. Hôm nay là anh hùng, ngày mai có thể về zero chỉ sau một tweet hoặc hết hype. Bài học sắc bén: Cơ hội lớn luôn đi kèm rủi ro cực lớn. Nếu nhảy vào, chỉ dùng tiền bạn sẵn sàng mất sạch, luôn có kế hoạch chốt lời rõ ràng và tuyệt đối không FOMO mù quáng.
“Bạn có dám tin rằng chỉ trong vài ngày, một meme coin trên BNB Chain đã tăng hàng trăm phần trăm và đẩy market cap lên gần nửa tỷ USD?”
Đó chính là thực tế đang diễn ra với làn sóng bùng nổ meme coin trên mạng BNB mấy ngày qua.
Nền tảng launchpad Four.meme – “Pump.fun của BNB Chain” – đang dẫn dắt cơn sốt. Phí gas rẻ, tốc độ nhanh và narrative Trung Quốc (Binance Life, các token zodiac, slang internet) đã khiến hàng loạt meme coin pump điên cuồng. Tiêu biểu là 币安人生 (Binance Life): chỉ trong thời gian ngắn, token tăng chóng mặt hơn 200-300%, volume giao dịch bùng nổ, đẩy market cap vượt 400 triệu USD. Hệ sinh thái Four.meme hiện có tổng market cap hơn 1,1 tỷ USD và trading volume liên tục lập kỷ lục.
Đây không chỉ là pump kỹ thuật – đây là FOMO cộng đồng thực sự, với trader nhỏ lẻ và whale Trung Quốc đổ bộ mạnh mẽ.
Tuy nhiên, meme coin luôn là trò chơi hai mặt: lên nhanh – xuống cũng không kém. Hôm nay là anh hùng, ngày mai có thể về zero chỉ sau một tweet hoặc hết hype.
Bài học sắc bén: Cơ hội lớn luôn đi kèm rủi ro cực lớn. Nếu nhảy vào, chỉ dùng tiền bạn sẵn sàng mất sạch, luôn có kế hoạch chốt lời rõ ràng và tuyệt đối không FOMO mù quáng.
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anh em ạ cái gì chúng ta không có không dám thò chân vào. Là nó lên đỉnh nóc kích trần. Rồi khi chúng ta hết chịu nổi thì sẽ ăn gậy nhé. Hãy tỉnh táo lên nha.
anh em ạ cái gì chúng ta không có không dám thò chân vào. Là nó lên đỉnh nóc kích trần. Rồi khi chúng ta hết chịu nổi thì sẽ ăn gậy nhé. Hãy tỉnh táo lên nha.
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“Do you dare to believe that in just 72 hours, 60 billion USD could vanish into thin air?” That is the harsh reality nightmare of Terra Luna in May 2022. UST – the stablecoin hailed as “eternally stable” – suddenly lost its peg. To save it, the system had to burn LUNA continuously. The result: LUNA plummeted from 80 USD to nearly zero. Hundreds of thousands of investors woke up to see their accounts at zero. The dream of quick wealth evaporated in just a few days. The story is not just a technical collapse. It is a sharp warning: When something sounds too perfect, it is very likely hiding a ticking time bomb. Are you placing absolute trust in some narrative today? The history of crypto is very prone to repetition – and next time it could be your wallet. The most painful lesson: Never FOMO into something that is “too good to be true.” Strict risk management and diversification are always the keys to survival.
“Do you dare to believe that in just 72 hours, 60 billion USD could vanish into thin air?”
That is the harsh reality nightmare of Terra Luna in May 2022.
UST – the stablecoin hailed as “eternally stable” – suddenly lost its peg. To save it, the system had to burn LUNA continuously. The result: LUNA plummeted from 80 USD to nearly zero. Hundreds of thousands of investors woke up to see their accounts at zero. The dream of quick wealth evaporated in just a few days.
The story is not just a technical collapse. It is a sharp warning: When something sounds too perfect, it is very likely hiding a ticking time bomb.
Are you placing absolute trust in some narrative today? The history of crypto is very prone to repetition – and next time it could be your wallet.
The most painful lesson: Never FOMO into something that is “too good to be true.” Strict risk management and diversification are always the keys to survival.
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Bullish
Crypto explosion this week: BTC hits 76,000 USD – Is the bull run knocking at the door? Last week (10-17/4/2026), the crypto market made an impressive comeback after a long sideways phase. Bitcoin surged by 3.38%, currently trading around 74,678 USD, having previously reached a peak of 76,000 USD thanks to the return of ETF capital and buying power from whales. Ethereum jumped by 5.47% to 2,322 USD, leading altcoins. XRP +6.26%, Solana +4.97%, pushing the total market capitalization to 2.53 trillion USD (up ~4-5% WoW).5fa640 The main driving force comes from geopolitical factors: the temporary ceasefire between the US and Iran has restored risk-on sentiment, combined with Bitcoin ETF news attracting hundreds of millions USD and MicroStrategy continuing to accumulate BTC. BTC dominance remains strong at 59%, indicating that capital still favors the “king of crypto,” while altcoins are gradually starting to shift. However, the Fear & Greed Index is only at 54 (Neutral), indicating that investors remain cautious ahead of major upcoming events: Paris Blockchain Week (15-16/4) and progress on the CLARITY Act in the US Senate. Outlook: This week is the clearest positive signal since the beginning of April. If BTC holds above 74,000 USD and volume continues to rise, the possibility of testing 78-80k is entirely feasible. Investors should focus on BTC/ETH as core, while also monitoring potential altcoins like XRP and SOL. Opportunities are opening up – but disciplined risk management remains key!$BTC {spot}(BTCUSDT)
Crypto explosion this week: BTC hits 76,000 USD – Is the bull run knocking at the door?
Last week (10-17/4/2026), the crypto market made an impressive comeback after a long sideways phase. Bitcoin surged by 3.38%, currently trading around 74,678 USD, having previously reached a peak of 76,000 USD thanks to the return of ETF capital and buying power from whales. Ethereum jumped by 5.47% to 2,322 USD, leading altcoins. XRP +6.26%, Solana +4.97%, pushing the total market capitalization to 2.53 trillion USD (up ~4-5% WoW).5fa640
The main driving force comes from geopolitical factors: the temporary ceasefire between the US and Iran has restored risk-on sentiment, combined with Bitcoin ETF news attracting hundreds of millions USD and MicroStrategy continuing to accumulate BTC. BTC dominance remains strong at 59%, indicating that capital still favors the “king of crypto,” while altcoins are gradually starting to shift.
However, the Fear & Greed Index is only at 54 (Neutral), indicating that investors remain cautious ahead of major upcoming events: Paris Blockchain Week (15-16/4) and progress on the CLARITY Act in the US Senate.
Outlook: This week is the clearest positive signal since the beginning of April. If BTC holds above 74,000 USD and volume continues to rise, the possibility of testing 78-80k is entirely feasible. Investors should focus on BTC/ETH as core, while also monitoring potential altcoins like XRP and SOL. Opportunities are opening up – but disciplined risk management remains key!$BTC
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Looking back #RİVER memories flood back to the whole divine platform. In the past, opening the app would show it. Now seeing it again brings a familiar scent. Is it that we start a new cycle from here?
Looking back #RİVER memories flood back to the whole divine platform. In the past, opening the app would show it. Now seeing it again brings a familiar scent. Is it that we start a new cycle from here?
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specialty reappears token Chinese x10 after two weeks when no one dared to buy and no one had it so it just kept going up. Now if I shout for everyone to buy it is .... right away. do you understand what I'm saying
specialty reappears token Chinese x10 after two weeks when no one dared to buy and no one had it so it just kept going up. Now if I shout for everyone to buy it is .... right away. do you understand what I'm saying
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you go for a walk and see what the Kol brothers are doing now. Most can't be lured anymore or have lost all their money switching careers, haizzz really sad
you go for a walk and see what the Kol brothers are doing now. Most can't be lured anymore or have lost all their money switching careers, haizzz really sad
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instead of altseason we are witnessing a silver and gold season with a huge market capitalization where on days it increases by an average of 5% you can see how much large capital flows in. haizzz let's keep it up guys #XAGTrading #PAXG
instead of altseason we are witnessing a silver and gold season with a huge market capitalization where on days it increases by an average of 5% you can see how much large capital flows in. haizzz let's keep it up guys
#XAGTrading #PAXG
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Seeing the data for 2025 is... truly heartbreaking 🥹 The data for 118 token generation events (TGE) in 2025 shows a rather harsh reality: buying tokens right at launch often means buying near the peak. Specifically, nearly 85% of tokens are currently priced lower than at TGE. Not only is the reduction slight, but it is also quite deep: 65% of projects have dropped over 50%, and more than half of those have decreased by over 70%. In fact, about 38% of tokens are “buried” in the range of -70% to -90% compared to their valuation at TGE. The clearest insight is that the bigger and more hyped the launch, the worse it is. There are 28 projects launched with a fully diluted valuation (FDV) of 1 billion USD or more, and none of these projects saw price increases after TGE. 🚨 The average decrease for this group is as much as around -80%. The reason is very simple: the initial valuation was pushed too high, far exceeding its real value, so after launch, there is only a path for adjustment downwards. Looking by sector: - Infrastructure dominates but is the group with the heaviest losses. - DeFi has performed better than the average, though not loudly. - Perpetual DEXs look profitable, but mainly due to one exception, not a general trend. In 2025, TGE is no longer an attractive buying point, but often a short-term peak. Anyone buying at launch is essentially betting on a few extremely rare cases, while the most common scenario is a price drop of around 70% afterward.
Seeing the data for 2025 is... truly heartbreaking 🥹

The data for 118 token generation events (TGE) in 2025 shows a rather harsh reality: buying tokens right at launch often means buying near the peak.

Specifically, nearly 85% of tokens are currently priced lower than at TGE. Not only is the reduction slight, but it is also quite deep: 65% of projects have dropped over 50%, and more than half of those have decreased by over 70%. In fact, about 38% of tokens are “buried” in the range of -70% to -90% compared to their valuation at TGE.

The clearest insight is that the bigger and more hyped the launch, the worse it is. There are 28 projects launched with a fully diluted valuation (FDV) of 1 billion USD or more, and none of these projects saw price increases after TGE.

🚨 The average decrease for this group is as much as around -80%.

The reason is very simple: the initial valuation was pushed too high, far exceeding its real value, so after launch, there is only a path for adjustment downwards.

Looking by sector:
- Infrastructure dominates but is the group with the heaviest losses.
- DeFi has performed better than the average, though not loudly.
- Perpetual DEXs look profitable, but mainly due to one exception, not a general trend.

In 2025, TGE is no longer an attractive buying point, but often a short-term peak. Anyone buying at launch is essentially betting on a few extremely rare cases, while the most common scenario is a price drop of around 70% afterward.
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When the market was small, the advantage lay in speed and boldness. Knowing early, entering early, accepting high risks can lead to great distances. But when crypto has grown large, the rules of the game no longer favor emotions. The flow of money becomes more selective. Opportunities still exist, but they are not for the impatient majority. The new phase requires a different approach: less noise, more discipline, and a clear understanding of where one stands. Crypto is not dead. It’s just not as easy as it used to be. Those who can adapt will stay. Those who only remember the past… will remain stuck in the past.
When the market was small, the advantage lay in speed and boldness.
Knowing early, entering early, accepting high risks can lead to great distances.

But when crypto has grown large, the rules of the game no longer favor emotions.
The flow of money becomes more selective. Opportunities still exist, but they are not for the impatient majority.

The new phase requires a different approach:
less noise, more discipline, and a clear understanding of where one stands.
Crypto is not dead.
It’s just not as easy as it used to be.

Those who can adapt will stay.
Those who only remember the past… will remain stuck in the past.
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Crypto has slightly brightened at the beginning of the week but is not too outstanding. The total market capitalization still hovers around 3 trillion dollars, $BTC has rebounded to $89K, while $ETH stays around $3K. The altcoin market, in general, is still sluggish, except for a few new coins that few people are interested in. The last week of 2025 is Christmas week, and trading volume will generally decrease, along with important macro events such as: - Tuesday (23/12): US GDP report Q3 - Wednesday (24/12): FOMC meeting minutes and number of unemployment claims In addition, it has been exactly 1 month since $BTC closed at its lowest point at $80K, marking the second disappointing Q4 in history, just after Q4/2018. At the end of the year, the West withdraws money for Christmas, everyone! 😁😁
Crypto has slightly brightened at the beginning of the week but is not too outstanding.

The total market capitalization still hovers around 3 trillion dollars, $BTC has rebounded to $89K, while $ETH stays around $3K. The altcoin market, in general, is still sluggish, except for a few new coins that few people are interested in.

The last week of 2025 is Christmas week, and trading volume will generally decrease, along with important macro events such as:

- Tuesday (23/12): US GDP report Q3
- Wednesday (24/12): FOMC meeting minutes and number of unemployment claims

In addition, it has been exactly 1 month since $BTC closed at its lowest point at $80K, marking the second disappointing Q4 in history, just after Q4/2018.

At the end of the year, the West withdraws money for Christmas, everyone! 😁😁
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#PIXEL new year at the beginning of 2024 everyone expects $PIXEL to be like $AXS last season and create an explosive Gamefi season? However, looking back at #PIXEL after nearly 2 years listed, the price has divided by 150 times, and looking at the price trend, it seems that brothers buying at any price range are all losing and being divided as well. Looking back at the bunch of Altcoins listed at the beginning of 2024, they all share the same chart like this. This season is too harsh.
#PIXEL new year at the beginning of 2024 everyone expects $PIXEL to be like $AXS last season and create an explosive Gamefi season?

However, looking back at #PIXEL after nearly 2 years listed, the price has divided by 150 times, and looking at the price trend, it seems that brothers buying at any price range are all losing and being divided as well.

Looking back at the bunch of Altcoins listed at the beginning of 2024, they all share the same chart like this. This season is too harsh.
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KHI CRYPTO IS NO LONGER LIKE BEFORE 🙈 In the past, crypto grew exponentially. Everything was small, still primitive; just being on the right trend made it rise very quickly. Anyone who was in the market back then felt like they were ahead of their time. But now, the market has grown much larger. Crypto is no longer a fringe play; it has caught the attention of the government and large corporations. Rules, regulations, and standards are starting to emerge. The old "crypto essence" is gradually fading. In return, there is recognition. Crypto is maturing. 😎 And to go further, yesterday's crypto must come to a halt.
KHI CRYPTO IS NO LONGER LIKE BEFORE 🙈

In the past, crypto grew exponentially. Everything was small, still primitive; just being on the right trend made it rise very quickly.
Anyone who was in the market back then felt like they were ahead of their time.

But now, the market has grown much larger.
Crypto is no longer a fringe play; it has caught the attention of the government and large corporations. Rules, regulations, and standards are starting to emerge.

The old "crypto essence" is gradually fading.
In return, there is recognition.

Crypto is maturing. 😎
And to go further, yesterday's crypto must come to a halt.
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The 4-year uptrend cycle has officially run its course 🥹🥹 85% of the projects releasing tokens (TGE) in 2025 will experience a sharp decline (~71%) compared to the initial market capitalization (FDV) as of now. This means that for every 5 TGE projects, 4 of them are in the red, only a few are making a lot of money 😅😅.$BTC
The 4-year uptrend cycle has officially run its course 🥹🥹

85% of the projects releasing tokens (TGE) in 2025 will experience a sharp decline (~71%) compared to the initial market capitalization (FDV) as of now.

This means that for every 5 TGE projects, 4 of them are in the red, only a few are making a lot of money 😅😅.$BTC
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SAY GOODBYE TO THE OLD CRYPTO In the past, crypto was attractive because it was strange, new, and only for a small group who understood the game. Many people were even proud, thinking that living in crypto was 'getting ahead of others'. But then crypto began to be used widely. Blockchain technology gradually gained acceptance, while the 'crypto essence' of the past slowly disappeared. This left many feeling empty, as if they had just lost a part of their identity. In fact, any successful technology goes through this path. The internet was once very cool, very different, and then became something that everyone uses every day. Cloud computing is the same, losing its glamour as businesses began to see it as a given. 👉 Crypto is entering that phase. To grow, yesterday's crypto must come to an end. This is not a failure, but the price of being accepted by the whole world.
SAY GOODBYE TO THE OLD CRYPTO

In the past, crypto was attractive because it was strange, new, and only for a small group who understood the game.

Many people were even proud, thinking that living in crypto was 'getting ahead of others'.

But then crypto began to be used widely.
Blockchain technology gradually gained acceptance, while the 'crypto essence' of the past slowly disappeared.
This left many feeling empty, as if they had just lost a part of their identity.

In fact, any successful technology goes through this path.
The internet was once very cool, very different, and then became something that everyone uses every day.
Cloud computing is the same, losing its glamour as businesses began to see it as a given.

👉 Crypto is entering that phase.
To grow, yesterday's crypto must come to an end.
This is not a failure, but the price of being accepted by the whole world.
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brother, this Tet there are no banh chung then
brother, this Tet there are no banh chung then
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There is a truth that most ALT this season still cannot break the ATH peak of 2021, some notable large coins like $Link and $WLD... The market makers have used the Fake altseason strategy. Creating small ALT Ss → killing longs → reset quite effectively. The market makers have pulled each small alt group like AI, Gaming, Meme. To create the feeling that "Altseason is here! Retail FOMO long now. And then $BTC dropped quickly Alt crashed harder than BTC with mass liquidations. The goal is to collect long liquidity Make retail fear alt once again. At the ATH 2021, too many people are waiting to break even, so the market makers wouldn't be foolish enough to pull it straight up. At that time, selling pressure is extremely high, making it difficult for the market makers to distribute. 👉 The market makers need to make retail give up first.
There is a truth that most ALT this season still cannot break the ATH peak of 2021, some notable large coins like $Link and $WLD...

The market makers have used the Fake altseason strategy.

Creating small ALT Ss → killing longs → reset quite effectively.

The market makers have pulled each small alt group like AI, Gaming, Meme. To create the feeling that "Altseason is here! Retail FOMO long now.

And then $BTC dropped quickly
Alt crashed harder than BTC with mass liquidations.

The goal is to collect long liquidity
Make retail fear alt once again.

At the ATH 2021, too many people are waiting to break even, so the market makers wouldn't be foolish enough to pull it straight up. At that time, selling pressure is extremely high, making it difficult for the market makers to distribute.

👉 The market makers need to make retail give up first.
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Top hottest projects in 2025 in the Top 100 CoinGecko ↓ 1️⃣ Aptos $APT – Layer 1 -88% | 💰Market cap ~$1.1B 2️⃣ PEPE $PEPE – Meme coin -83% | 💰 Market cap ~$1.7B 3️⃣ Worldcoin $WLD – Decentralized Identity -82% | 💰 Market cap ~$1.3B 4️⃣ Ethena $ENA – Yield -81% | 💰 Market cap ~$1.6B 5️⃣ Polygon $POL – Layer 2 -81% | 💰 Market cap ~$1.2B 6️⃣ Arbitrum $ARB – Layer 2 -80% | 💰 Market cap ~$1.1B 7️⃣ Ondo Finance $ONDO – RWA -80% | 💰 Market cap ~$1.3B 8️⃣ Polkadot $DOT -79% | 💰 Market cap ~$3.1B 9️⃣ Cosmos $ATOM – Layer 1 -77% | 💰 Market cap ~$976M 🔟 NEAR Protocol $NEAR – Layer 1 -76% | 💰 Market cap ~$2B 👉 It is worth mentioning that the list includes names with good products, strong teams, and narratives that were once highly hyped. But the market has shown a familiar reality: Good products ≠ token price increase Strong narratives but no cash flow there → still crashing
Top hottest projects in 2025 in the Top 100 CoinGecko ↓

1️⃣ Aptos $APT – Layer 1
-88% | 💰Market cap ~$1.1B

2️⃣ PEPE $PEPE – Meme coin
-83% | 💰 Market cap ~$1.7B

3️⃣ Worldcoin $WLD – Decentralized Identity
-82% | 💰 Market cap ~$1.3B

4️⃣ Ethena $ENA – Yield
-81% | 💰 Market cap ~$1.6B

5️⃣ Polygon $POL – Layer 2
-81% | 💰 Market cap ~$1.2B

6️⃣ Arbitrum $ARB – Layer 2
-80% | 💰 Market cap ~$1.1B

7️⃣ Ondo Finance $ONDO – RWA
-80% | 💰 Market cap ~$1.3B

8️⃣ Polkadot $DOT
-79% | 💰 Market cap ~$3.1B

9️⃣ Cosmos $ATOM – Layer 1
-77% | 💰 Market cap ~$976M

🔟 NEAR Protocol $NEAR – Layer 1
-76% | 💰 Market cap ~$2B

👉 It is worth mentioning that the list includes names with good products, strong teams, and narratives that were once highly hyped.

But the market has shown a familiar reality:
Good products ≠ token price increase
Strong narratives but no cash flow there → still crashing
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2026: When Bitcoin separates from Crypto, and Altcoins must prove their value I believe that as we move into 2026, we will continue to witness a clear divergence between Bitcoin and the rest of the crypto market. This does not mean that Bitcoin and altcoins cannot rise or fall simultaneously, but rather that the reasons driving their volatility will be completely independent. The period where altcoins acted as the "beta of Bitcoin" has ended - it was killed off in 2025 and will not return. Therefore, if your goal is to maximize opportunity, you need a separate framework for Bitcoin and a separate framework for altcoins. 🎯For Bitcoin: The game remains the same, it is currency. Do not be mistaken: Bitcoin is in a life-or-death battle with gold and the dollar. Quite counterintuitively, I believe that Bitcoin's future price increase will correlate closely with the total supply of stablecoins. The more stablecoins there are and the faster they grow, the more basis Bitcoin has to increase in value. Conversely, if the supply of stablecoins only increases sluggishly, then Bitcoin will take a long time to make impressive moves. The reason is that we need to "cleanse" the entire garbage in crypto that is not Money, especially the L1 tokens that have been allowed to act as currency for too long. Yes, this includes ETH, BNB, SOL, ADA, XRP… - all of them need to return to reasonable valuation levels based on fees earned and net inflation (simply put: prices must decrease). The rapid acceptance of stablecoins will create two purging effects: - We can end the pretense that these L1 tokens are currency.
2026: When Bitcoin separates from Crypto, and Altcoins must prove their value

I believe that as we move into 2026, we will continue to witness a clear divergence between Bitcoin and the rest of the crypto market. This does not mean that Bitcoin and altcoins cannot rise or fall simultaneously, but rather that the reasons driving their volatility will be completely independent.

The period where altcoins acted as the "beta of Bitcoin" has ended - it was killed off in 2025 and will not return. Therefore, if your goal is to maximize opportunity, you need a separate framework for Bitcoin and a separate framework for altcoins.

🎯For Bitcoin:

The game remains the same, it is currency. Do not be mistaken: Bitcoin is in a life-or-death battle with gold and the dollar. Quite counterintuitively, I believe that Bitcoin's future price increase will correlate closely with the total supply of stablecoins.

The more stablecoins there are and the faster they grow, the more basis Bitcoin has to increase in value. Conversely, if the supply of stablecoins only increases sluggishly, then Bitcoin will take a long time to make impressive moves.

The reason is that we need to "cleanse" the entire garbage in crypto that is not Money, especially the L1 tokens that have been allowed to act as currency for too long.

Yes, this includes ETH, BNB, SOL, ADA, XRP… - all of them need to return to reasonable valuation levels based on fees earned and net inflation (simply put: prices must decrease).

The rapid acceptance of stablecoins will create two purging effects:
- We can end the pretense that these L1 tokens are currency.
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