I’ve pointed this out in my previous analysis, but I think Base is best positioned to see traction. You need to be paying attention to what’s going on over there. ZORA is a platform on Base where creators tokenize their content (which has its own token, $ZORA), and Nick Shirley launched a token. The token went above a $10M MC yesterday after being hard-shilled by Ansem and the Base team. Nick Shirley made over $100k off creator fees from this after being demonetized by traditional media like YouTube. I believe there will be many more opportunities in the near future regarding Base. It’s also a good sign that $ETH is creeping back up.

Bitcoin - 87k ETH - 2.9k Saylor bought $1b of Bitcoin this week, and Tom Lee bought $320m of $ETH. But despite this, there was over $300m in ETF outflows today alone and roughly $2b sold by market makers like Binance, Coinbase, etc. (EXACT FIGURES Binance sold ~4,173 BTC, Coinbase ~2,370 BTC, Wintermute ~1,526 BTC, BitMEX ~7,516 BTC, and other whales ~10,516 BTC) The majors want to go up. I don’t think we topped, but the unregulated market makers are holding everything down. I think / hope this eventually turns into a springboard for an up only 2026. I just can’t predict when. Side note: Someone got liquidated on a $PIXL loan wiping out nearly 6% of the supply, which crushed the price today. It’s already recovering quickly, but if you’re speculating into the game launch, it could be a good play. NFA ofc.

Hope you read my bull post from yesterday 😬

They just filed an S1 for the iShares Staked Ethereum Trust. This is their first yield bearing crypto product, aiming to stake seventy to ninety percent of their ETH to generate returns for investors. This is the deepest level of institutional integration with proof of stake we have seen so far. Ethereum is holding above $3k and moves like this only accelerate mainstream adoption. To be transparent ETH is my biggest holdings and I do plan on taking some profit once we break previous ATHs.

Kyle and I spent an hour last week talking about how you should DCA these dips, and the market just bounced back nicely. I'm up from the buys I literally made on that recording in real time. Also, pretty interesting news that Coinbase acquired Echo for $375M. This will expand their capabilities in on-chain capital formation and tokenized capital markets basically making it easier to raise funds on-chain. Favorable for token launches. Remember now that we are a closed group, if someone you know joins from your ref link you get 40% commission from the ref. Just watching the livestream last week could have easily paid for a year for new incoming members.