Postingan

Here's your Crypto Watchlist for the Week: $HYPE - Pulled back to -22.6% ATH after last week's local top debate played out. Still generating $75.3M in fees this month, up 27.1% MoM, with $60.1M returned to holders. The thesis hasn't changed. $AAVE - Babylon BTC vault temp check still moving through governance. rsETH fully restored. -90.5% ATH. $PENDLE - CLARITY Act July 4 signing target unchanged. Fixed-rate yield infrastructure, sPENDLE staking 20% to 57.9% since January. -83.3% ATH. $ONDO - Same CLARITY Act trade at the infrastructure layer. -83.7% ATH. $INJ - tokenized IPO access narrative up 9x on CT this week. First L1 to announce regulated tokenized assets, IPOs, and equities onchain. $RAIL - Down to -52.5% ATH. ZEC dropped this week after a critical Orchard Pool counterfeiting bug was disclosed, present since 2022, with Arthur Hayes selling his entire position. $ETHFI - 70K active cards, $2M in daily card spend, buybacks running daily, still priced as a restaking protocol at -96.5% ATH. $RAIN - $686.2M unlock this week, 8.3% of float. Largest single unlock on this list by a wide margin. No protocol fundamentals to absorb it. $ME (Magic Eden) - $10.2M unlock, 30.74% of float. Highest float impact on the list. Nearly a third of the circulating supply in one week. $WLD - $19.2M unlock, 1.17% of float, and I still haven't seen a product update. $PUMP - $15.1M unlock, 2.86% of float. $TRUMP - $10.3M unlock, 2.66% of float. No protocol fundamentals to absorb it. Macro - CPI Wednesday 8:30am ET is the main event. Last Friday's NFP came in 172K vs 80K expected, 10Y yield now at 4.71%, 30Y above 5%. Hot CPI print reprices rate cut expectations and hits risk assets directly. FOMC June 16-17 with Warsh presiding is the second read. Watch BTC at open Wednesday for the risk-on/risk-off signal. ~$858M in total supply unlocking this week. Last week was $345M. What am I missing this week? #DailyOrbit