DefiWhale

https://charts.bitbo.io/cycle-repeat/

quite interesting because did similar observation, its a wierd market now. AI is taking alot of the VC money but I think AI also peaked soon. I see some strong alts, HYPE obviously the most obvious one but in general alts are performing not too bad (the good ones). Not sure where we are in market but if we follow 4 year cycle we still have some rough times ahead. Hopefully stays somewhat stable here.

👀 NO ONE IS PAYING ATTENTION TO THIS SIGNAL: Bitcoin Dominance just crashed to 57.83%, its lowest level since September 2025. Meanwhile, the Alts/Btc ratio has surged to a 15-month high, with altcoins outperforming BTC by 31% since May. Altcoins have gained immense relative strength during Bitcoin's sharp decline from $83,000 to $61,000. Are we at the end of the cycle?

Coinbase Acquires Hyperliquid's USDH Deployer, Native Markets, To Switch All USDH Into USDC: Blog https://x.com/nativemarkets/status/2054894518055448628 Bullish for HYPE

🚨 ANTHROPIC’S MYTHOS MODEL RAISES NEW CRYPTO SECURITY CONCERNS DeFi leaders warn advanced AI like Anthropic’s Mythos could strengthen both attackers and defenders, widening the gap between projects that prioritize security and those that do not. ———————————————————————————— This stuff scares me still, would recommend not take too much risk in smaller protocols for time being. Need big teams to manage the security, glad the rsETH situation seems to resolve though. Huge win for Defi, but still long way to go. However in the positive, despite all this negative news the price is holding quite strong.

My current sentiment: I was bullish, but after rsETH event and AAVE situation I feel a bit worried. Alot big players are affected, there will be damage again on crypto reputation and many starting to wonder if the risks are worth the rewards, myself included. APR 5-10% but the risk of being hacked/losing full collateral makes tradfi options more attractive since you can yield similar there in safer structures. Also in general "real world" investments are becoming more attractive off-chain. Of course there is no safe place though, there are always risks for rewards but thats part of the game. I hope crypto comes out stronger from this, and security will be taken full seriously in all aspects. Too many issues in 2026 already, and AI wont make things easier since it can easily find flaws in code and bad actors can act on it. I hope there is growth in this area in the industry and bad actors can be stopped. Until then, we really got to ask ourselves is the risk worth the rewards? Lets see how the situation with AAVE plays out, if they solve this in a nice manner and if the DeFi space come together and find a outcome I think I will regain hope and if not its probably worth to consider how 2026 will play out and where DeFI is headed. Maybe worth to hold more BTC and just wind down.

rsETH exploit currently shook up the DeFI world. Im following it closely last days, its been quite rough but hopefully we pull through it. Hopefully solves fast, the longer it drags the worse it gets but there are some signs we will be back to normal next week.

🔍 $BTC is now printing its 3rd consecutive weekly GREEN candle, a streak not seen since July last year.

Current mood

🚨IRAN DEMANDS CRYPTO FEES AS TOLLS DURING CEASEFIRE Iran could demand oil tankers to pay crypto as tolls during the two-week ceasefire period as it seeks to maintain control over passage through the key waterway, per FT. $1 per barrel of oil, empty tankers can pass freely. ——————————————————————————- More and more usecases for crypto

Guess IRAN media was right, reverse trade Trump = profit. Are we back? Who knows, but looks promising.

Holy shit

▶️ JUST IN: Bitcoin is printing its 8th consecutive green daily candle, the LONGEST streak in over 2 years. Bitcoin hasn't done this since February 12, 2024.

Market is starting to become more confident and strong, indicators are showing positive momentum and twitter is becoming more positive as well. Im posting less these days, but I am still around and I think/hope we atleast have some positive momentum here overall it looks quite good.

Relief rally incoming, but be on guard. Dont use leverage, be ready for both directions. Happy to see some green though been a tough week 🚀

Something that suprises me is how strong price of HYPE Is holding up. Might be one to look for once the market turns

Very tough market now, 4 year cycle is in play. Not much coming from news aswell and whole crypto twitter turning bearish. I have a feeling we might get a relief rally soon based on indicators but overall im still a bit bearish here. As usual, no leverage, start looking to slowly enter back into BTC/ETH/BNB. According to 4 year cycle bottom is around 40-50k in Q4 this year, but obviously will be some volatility and the moment everyone turns bearish most likely will be some sort of bull moments too. Time will tell, we are still here, make sure you are positioned both ways and stick to your plans.

By the way I wana remind again about the best card in the industry right now: ether.fi card I have been using it personally for some time now and im very happy with it. You get up to 4% cashback on your purchases and you can stake ETH/USDT/USDC (so you earn yield) to use as collateral. Basically a infinite money-glitch if you have enough staked. They keep delivering new features aswell and im close with the team. https://www.ether.fi/refer/defiwhale If you want to try, and if you sign through me I will help you get boosted for higher cashbacks. I get a list of all people who register and I managed to get a deal with etherfi (I send them all my users every week), and they will boost the account to Luxe card.