You need some hopium, anon? I keep my conviction that the music doesn’t stop yet.
Everything lining up points toward windows where macro, policy, and on-chain all rhyme bullish.
1/ Liquidity’s gonna flow in.
– The Fed’s flipping dovish with two more cuts priced in, QT’s basically ending, and global M2’s ripping at 7%+ YoY.
– There’s $7T+ sitting in money-market funds and $300B+ in stablecoins that can rotate fast once risk appetite returns.
– Dollar’s down, gold’s up, and the “debasement trade” is back alive.
2/ Institutions haven’t left either.
– Wall Street’s stacking BTC and ETH ETFs, and DATs now hold 3.5% of BTC supply. 67% of funds call themselves bullish for the next 3-6 months.
– Whales accumulate ~331K BTC a year; spot demand’s >62K BTC per month.
3/ Reg side looks friendlier too
– GENIUS and CLARITY Acts pushing stablecoin and asset rules forward.
– U.S. policy momentum finally catching up to MiCA.
– Trump’s team keeps the pro-crypto stance and he pardoned CZ today.
4/ Onchain metrics are screaming strength:
– MVRV at 1.9–2.0, historically the pre-pump zone.
– Exchange reserves at 6-year lows.
– DeFi TVL at $233B, stablecoins clearing trillions monthly.
– Hashrate printing ATHs north of 1,100 EH/s.
→ 10th Oct flush makes interest cleaner, leverage lighter, funding neutral, and Coinbase’s premium index turning green again.
So, this is a good time to choose the fighter for the last dance of the giga parabolic run that’s gonna be pretty fun:
– $BTC, $ETH, $SOL and $LTC always core for the liquidity leg
– Stablecoin/RWA lane: $ONDO, $ENA, $SEI
– AI and agentic DeFi meta: $VIRTUAL, $MIRA
– Perp DEX and prediction plays: $HYPE, $ASTER, $LMTS
– Also risk 5% port to lowcap, meme, trenches plays as well: $REI
Everything points to Q4 being that pivot where the macro and on-chain rhyme again.


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