How does Bitcoin react during a crisis?
Gold: +1.23%
Bitcoin: -0.54%
NASDAQ: -0.67%
So yeah, the market still treats Bitcoin as a risk asset.
But wasn’t it supposed to be digital gold? Something to protect us in times like this?
✅ The truth is, Bitcoin isn’t a risk-off asset. Not yet.
And that’s okay.
Because Bitcoin is still new. Just like gold, seashells, marbles, even salt - every potential form of money started as a “risk asset.”
Why? Because only a few understood them at first. The shift in perception takes time.
We’re already seeing signs of that shift in mid-term price behavior over the last few years. But don’t expect the narrative to flip overnight. Not in 1-2 day windows.
What does that mean?
It means I still believe Bitcoin will come out stronger from every crisis, just like it did after the COVID crash at $3K.
Thanks for reading 🙏
Everyone’s chasing shiny L1 narratives.
Meanwhile, @arbitrum is quietly becoming the chain where real onchain activity happens:
➜ Derivatives volume on GMX & Gains
➜ New prediction markets (Arbitrum Forecaster)
➜ Orbit chains unlocking custom infra
➜ Hidden gems w/ actual usage
🔗 I’m tracking all from here wave: https://t.co/ZfDlQhz4sj
Subscribe for the real alpha before the crowd catches up.
The blockchain we were promised in 2017?? @vechainofficial is the only one building it!
A few thoughts on why the next phase (Renaissance, Stargate & co.) isn’t just another upgrade.
But a signal of where Web3 is going 🧵👇🏻
AI is changing how games are played, it's pretty clear.
@playmind_ai is going after something bigger: how games are built and how gameplay data fuels the next wave of AI agents.
Their model flips the stack:
Players train AI agents by playing → agents automate gameplay or power new games → $PLAI captures this whole loop.
It’s a play-to-train economy with real skin in the game for players and devs.
Most game ideas never make it past a napkin sketch. But with PlayMind?
One prompt → one game → live & earning $PLAI.
Today’s demo is just the first glimpse: AI game prototypes going from prompt to live, monetized with $PLAI inside a 9M+ user ecosystem.
But the roadmap is much deeper: AI Agent Studio, agent marketplace, no-code game builder, and a full data royalties layer for devs.
Will player-owned AI agents and game economies become the next breakout meta?
That’s what I’ll be watching here.
Are you getting ready for the @entertheorigin HBAR staking campaign?
i'll give you some alpha:
🔗 I’ll be running my Squad with this code → https://t.co/F3J7I9XVze
🔗 Launch is this Monday at 11am EDT — and Launch Party Space is happening here: https://t.co/Y74E8Z1lmM
And with this tutorial, can't be easier to get involved 👇
Everyone talks about “onchain identity” lately...
But tbh but most of it is static badges or wallet profiles.
@ShardsOfficial is building something different through Aura: dynamic reputation, updated in real time, AI-enhanced. Based on what you do, not what you show.
$SHARDS will power this reputation economy.
From contributor rewards to governance and AI training incentives, this is an entirely new layer of social capital onchain.
TGE next week.
DYOR but seems one of those launches that feels built for the long game.
This drop doesn’t mean we’re in a bear market
All the resistances we couldn’t break for months just flipped into support
No need to freak out unless those start breaking down
First big level: 102k (50 DMA)
Then 97k (STH-RP)
Don’t treat these like “bounce zones”, they’re just areas to watch
If we lose them, risk of a longer downtrend goes up
That’s it. nothing more. just odds and structure
Thanks for reading..
there’s something about $AURA
you won’t get it from charts
you feel it
built on ethereum
simple idea: hold $AURA, gain aura
not promising the moon
just saying it’s early
CA: 0x217eb35cd71f8667182d343ad1496cee063c2ddb
x: @aura_erc_20
tg:
NFA, DYOR
Something new just went live 👀
@Socios launched the Club Staking Cup where staking Fan Tokens + real match results decide who comes out on top.
I’m backing @ManCity 🏆
You can rep your club too.
Zero risk of missing out here: matches are happening fast.
📲 Download the @socios app, pick up Fan Tokens & start staking: https://t.co/vTqrTHh5TG
Full info below 👇
Today is my birthday! 🎂
Another chance to pause and reflect...
Last year I said crypto changed my life.
This year, I’ll say something deeper:
"it kept me grounded when everything else felt like it was slipping"
Not just because of charts or trades,
but because of the people, the conversations, and the quiet belief that I was building something real.
Even when life got overwhelming, this space gave me purpose.
DIRECTION.
Crypto didn’t just change my path.
It reminded me who I was when I almost forgot.
To everyone who walked beside me, supported me, or even just stayed: THANK YOU!!!
Another year around the sun. Still here. Still building. Still grateful :)
Today's alpha?
@helios_layer1 testnet is opening to a limited wave of users.
Early XP is still live → this will count.
No tokens yet. No $ needed. Just early positioning.
If you missed first round, this is your shot:
https://t.co/Pf8IYLSwQF
I already talked before about this modular L1 with native yield + offchain compute. Worth tracking.
Testnets still one of the best risk/reward games out there!
When market Is heating again, new staking plays are always worth watching.
@entertheorigin is rolling out its $HBAR Staking Campaign June 16.
Beyond the points? A shot at pre-TGE $ORIGIN access.
This window that won’t stay open long. https://t.co/Y74E8Z1lmM
Launch party space coming too, always smart to listen in.
//INITIATING CLOSED ALPHA...
We’re launching PlayMind’s AI-powered monetization stack on @base.
Selected creators can build games with a prompt, plug in $PLAI, and launch to 4M+ gamers — all in under 30 minutes.
No studio. No funding. Just your vision.
Sign-ups now open:
Wall Street just made its boldest move into AI crypto.
TRNR (Nasdaq listed) is raising up to $500M to acquire $FET with $55M already deployed, backed by @DWFLabs.
This isn’t testnet hype. This is real world DeAI momentum.
Kinda wild how fast DWF is moving... first $25M into WLFI, now this.
$GTAI up +12.6% with clean support reclaim at $0.145!
Currently forming a new local high at $0.1567. Volume up 6.5% → low-cap move w/ solid follow-thru.
Accumulation range tightening since May.
If @GT_Protocol's native token breaks $0.158 with conviction, does it open up the path to $0.18–0.20 range retest?
🔗 For more: https://t.co/Qef41HRK58
What’s NUPL signaling right now?
In both 2017 and 2021, it marked the cycle tops.
Now we’re back at that same setup. If what happened twice in the last 18 months happens again… where does Bitcoin turn?
1️⃣ What is NUPL, really?
Let’s skip the technical definition.
Right now, NUPL is at 0.57. For simplicity, assume NUPL = 0.50 and BTC market cap = $2T.
That implies:
Around $1T has flowed into the network
The entire market is up ~100% unrealized gains
2️⃣ So what happened recently?
Twice in the past year - post-ETF and post-Trump hype NUPL hit 0.60 and then pulled back.
Why? Because risk appetite wasn’t strong enough. Early buyers didn’t wait for a 3-4x. They took profits fast.
That’s the defining trait of this cycle so far.
3️⃣ Why? Wall Street and corporates.
There’s a key distinction here.
Wall Street isn’t buying BTC for themselves. They’re routing ETF inflows to resell to clients. So the real risk sits with the buyers.
Meanwhile, corporate buyers (like MicroStrategy or Tesla) hold Bitcoin on their own balance sheet. Totally different game.
Wall Street is happy with +150%.
Saylor & Co? Not selling at all.
If we turn again from here?
✅ We could top out around $127K, based on on-chain behavior.
That’s not TA. It’s blockchain data.
To break past that level with strength, two things need to change:
Retail has to return
Risk-on mindset has to grow
So far, neither has happened.
ETF hype and political narratives brought in flows - but not sticky new demand.
And the big players started distributing early.
Unless that shifts, this cycle might play out differently than people expect.
Long-term holders still aren’t distributing (see chart).
But when they do, it won’t be quiet...
Saw a lot of people post about building cities today... had to check it out.
@network_cities_ it’s a clever social-Fi layer: your X network literally powers your city.
Homes, factories, markets but each citizen is an actual person from your graph.
You invite friends, they show up in-game and boost both cities. Viral loop is fire.
Built by serious gaming folks (ex-Zynga, VRChat), and very early, MC still low.
More coming: tokenized assets, city DAOs, futures. Could easily become the first breakout “network game” on-chain.
Worth a look: https://t.co/dYT7blgQpt
Team @loomlayai has just launched its Agent Store Private Beta, which represents an important step toward making automated trading more accessible to everyone!
Available for testers:
- Pre-built agents for DCA and copy trading
- Full activation and wallet management
If you’re interested in testing the product access via Telegram 👇🏻
Also, $LAY token got listed on MEXC yesterday, congrats to the team on their first CEX listing!
1 was when Coinbase went public.
This doesn’t mean we’re heading for another top but still, something feels off.
Bitcoin has been sitting near ATHs for two weeks now, and yet on-chain activity remains unusually low.
That’s a risk imo.
If even new ATHs aren’t bringing in new users, or if Bitcoin is struggling to attract fresh demand, that’s worth paying attention to.
Of course, this view is based on current data. If the data shifts tomorrow, so will the outlook.
If you actually read tokenomics $GRMPS presale looks unusually clean!
• 50% presale → big chunk, market won’t be squeezed
• 3-month unlock, no games
• Team & marketing fully vested → strong signal
• BTCB rewards post-launch → real aligned incentives
@PaulGrumpus also structured the pre-sale phases smartly with:
• Starting price of 0,000016
• Multipliers for early buyers
This will reduce bot incentives at launch.
Presale date incoming. One to watch for sure.
After months of gamified mining, referrals, and passive buildup.
Now comes the test for @SoarFunToken: who converts? who sells? who sticks?
It’s not just a launch. It’s a behavioural stress test wrapped in a rewards system.
🔗 Watch the incentives play out: https://t.co/dDXoBylQUU
Staking opens July 1st. Wallets already live. Users already earning.
@vechainofficial moves like no one’s watching, but 1M+ people already are.
➜ StarGate brings real staking
➜ New node tiers with lower thresholds
➜ $VET ties it all together
Most chains pitch visions. VeChain ships systems.
Are you watching??
You can chase points all day, or you can actually use an ecosystem that rewards real contribution.
@NibiruChain announces Block Party Season 1, allowing users to earn Aura, a new points system. Bridge, trade, lend, play, provide liquidity.
That’s it 🧵
You’ll find everything you need to Aura maxing in the blog 👇
Boost your Aura by keeping liquidity in pools to earn up to a 3.5x multiplier. Earn Aura by providing liquidity into concentrated pools, trading, or completing protocol-specific missions.
🔗 https://t.co/X6cqnCl7Oc
Get ready for apps like @StargateFinance, Abracadabra ( @MIM_Spell ), @okutrade, Element Marketplace, and so much more. If you missed the early rounds on other chains, this is your chance to get in.
Coming soon…
Realized Cap is nearing $1 trillion.
What does that mean?
It means that over the past 15 years, people have spent nearly $1 trillion of actual money to buy Bitcoin.
❌ Not market cap (that’s already over $2T)
✅ This is real, realized money
That’s conviction you can measure.
No wonder MVRV is above 2, most holders are sitting on 100%+ gains.
Is the risk really worth it?
If you’re investing for at least a year, avoiding Bitcoin starts to look irrational.
The data doesn’t lie, portfolios with even a small Bitcoin allocation significantly outperformed traditional ones, both in returns and Sharpe Ratio.
More upside. Better risk-adjusted performance.
Sharpe Ratio isn’t just a number. It’s how much you're getting paid for every unit of risk you take.
Bitcoin’s volatility is real, but so is the reward.
Your move.
Remember when Ethereum gas fees felt like paying rent?
In 2025, it’s a whole different story. L2s are dirt cheap now.
Ethereum L2 solutions like Base, Optimism, Arbitrum and zkSync haven’t just caught up. They’ve surpassed many L1s in cost efficiency.
On chain activity on these L2s usually costs just a few cents, sometimes even fractions of a cent, thanks to Ethereum rollup upgrades.
They’re now cheaper than Solana, Fantom, Avalanche and several other big name L1s.
A massive shift from just a few years ago, when Ethereum gas fees were memed to death during NFT and DeFi peaks.
This is all thanks to rollup tech bundling transactions and posting them to mainnet, reducing fees dramatically.
EIP-4844 (blobspace) made data availability more scalable, and a combo of user growth and dev support has turned L2s into full ecosystems of their own.
Meanwhile, many alt L1s are stuck dealing with demand spikes, centralization concerns or just low usage.
Ethereum, on the other hand, has modularized like a pro.
So next time someone says “ETH is expensive,” show them the receipts.
The future isn’t just Ethereum. It’s Ethereum L2s.
Why is DYOR still a nightmare in 2025?
Every time I check a new token, I feel like I’m duct-taping 7 tabs together just to answer the basics:
– Is there real liquidity?
– Is the contract clean?
– Do the tokenomics make sense?
– Is there actual usage or just airdrop hunters?
That’s it. And somehow, it’s still a maze.
Seriously. It’s 2025.
The tools? Either:
– Made for devs
– Cluttered with noise
– Or just showing recycled metrics
Anyway, I’m curious
What’s your secret DYOR sauce?
Gaming has been building AI models for free… yours included!
Now @PlayMind_ai is ensures during this won’t happen again:
Opt-in sessions → data NFTs → $PLAI flow → agent economy.
You own the layer everyone else trained.
Encrypted data, instant minting, portable to marketplaces.
Suddenly, gameplay has both memory and market value.
Monero: Why Governments Hate It ❓
Every transaction you make is tracked (including Bitcoin). Governments, tax agencies, banks.. they all want visibility and control.
@monero - $XMR flips the script.
Unlike most cryptocurrencies, Monero is truly private. Transactions can’t be
You’ve bridged chains, LP’d early, voted in DAOs, survived rugs... but none of it shows.
Aura by @ShardsOfficial changes that.
It reads your wallet like a resume, scoring your real activity across Web3.
WL = mint an Archetype.
Presale drops June 10.
Be ready 👇
You know why Web3 is REALLY broken?!
Not because of the tech, but because everyone’s pretending.
@paulgrumpus doesn’t pretend. He mocks, measures, and builds.
Grumpus is a meme, but one that ships code. An oracle, but one that roasts your project
Call it satire with substance:
➜ AI chat oracle that answers back
➜ Launchpad that doesn’t let you rug
➜ Freelance marketplace where escrow means something
$GRMPS won't chase trends but outlast them
🔗 Tired of hype cycles with no punchline? Be sure to follow @paulgrumpus and join the community here: https://t.co/S78tisUqU1
