๐จ NOT A FAN OF TODAYโS GAINERS โ SOME COULD SEE A PULLBACK
$CRV is one Iโm watching closely here.
My take is that the recent move is being driven more by the broader momentum around the U.S.-backed projects I mentioned yesterday than by a major change in Curveโs fundamentals.
In todayโs market, tokens that struggle to generate sustainable value while facing continued unlocks can remain under pressure.
If the momentum fades, $CRV could be vulnerable to a sharp pullback. ๐๐
The market is moving in a pretty unusual way lately, and there seems to be a pattern among some of the biggest gainers. ๐๐
$HBAR โ Letโs look at the bigger picture. First it was ONDO, then QNT, and now HBAR. One thing they have in common is their connections and business relationships with U.S. companies.
In my view, some of these coins may be getting more attention and momentum than expected. With their market caps already quite high, I wouldnโt be surprised to see a pullback once the hype starts cooling off. โ ๏ธ
$QNT โ I shared a detailed analysis this morning, so feel free to check my profile if youโre interested. For now, Iโm watching for one more bullish candle before expecting the downside to continue.
$ETH could be heading into a major transformation. ๐๐ฅ
Vitalik Buterin says Ethereumโs planned 2027 Hegotรก upgrade could be the last โnormalโ fork before Ethereum enters a new era of cryptographic innovation.
The long-term vision is huge: better scalability, stronger privacy, quantum-resistant security, and faster transaction finality. โก๏ธ
For traders and long-term holders, the real question is how these upgrades could impact Ethereumโs adoption, network activity, and demand over time.
The next few years could be very interesting for $ETH . ๐
๐จ $XRP JUST GOT A NEW DATE โ AND THINGS ARE GETTING INTERESTING!
XRP holders had their eyes on September 29, but that timeline has now shifted.
The XRPL BatchV1_1 upgrade was delayed after validator support briefly fell below the required 80% threshold. Support later returned to 30 of 35 validators, restarting the activation countdown โ which puts the earliest possible activation around October 9.
And hereโs the interesting part ๐
Batch could allow up to 8 linked transactions to be bundled into a single operation, including all-or-nothing settlement for tokenized assets.
And this could be just another step in the bigger XRPL story. ๐
Iโm raising my personal target for $ZEC . If the current trend continues, Iโm looking at a potential $5,000โ$6,000 by year-end. At those levels, the market cap/free-float valuation would be around $10B.
Iโm also very bullish on $TAO . In my view, its bigger trend may still be in the early stages.
For now, Iโm making a rough, speculative target of around $1,000 by year-end. Why? AI is becoming a major crypto narrative, and I think the sector could eventually have a benchmark project in the same way privacy has leaders like Zcash.
Bittensor looks interesting in that role based on its current direction and potential. ๐๐ฅ
๐ฅ $HYPE โ Is the Current Valuation Really Too High?
A lot of people think $HYPE has already peaked because its fully diluted valuation (FDV) is already around $90B. And honestly, when you look at that number alone, it does look huge. ๐
But personally, I think HYPE may still be in an early stage of its growth story.
The real debate isnโt just about todayโs FDV โ itโs about what HYPEโs fully diluted market cap could look like in the future.
Currently, a large portion of the supply is still unallocated, mainly:
๐น Team allocation: 24% ๐น Treasury: 38.8% โ including escrowed/pledged emissions and community rewards
So the bigger question is: How and when will these tokens actually enter the market?
Thatโs where different opinions on HYPEโs future valuation come from. ๐ค
What do you think โ is the current FDV too high, or are we still early? ๐
Weโve seen plenty of coins pump hard and then dump just as fastโฆ but $ENA is showing a different kind of move. ๐ฅ
$ENA is currently around $0.28, up more than 28% in the last 24 hours, with around $57M in trading volume. ๐
What really caught my attention is how strongly price has been respecting the 50 EMA. Itโs also continuing to form higher highs, which shows that buyers are still in control.
For me, the structure looks interesting for a potential long setup. ๐
But as always, manage your risk and DYOR. Not financial advice.