🧨 Nvidia Bear-B-Qued the Bears?

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If you’ve been watching the charts, it feels like a split reality. 😵‍💫

Nvidia just single-handedly saved the risk-on narrative with a massive forecast, keeping the AI dream alive. On the other, 90% of alts look like zombies while our specific calls (like $STRK and $ZEC) are quietly pumping 15%+ against the trend. 🟢

But first, eyes on the clock. The Fed drops a crucial economic report today at 8:30 AM ET, and it’s going to dictate the day’s volatility.

• Unemployment < 4.3% → Market likely goes parabolic 🚀

• Unemployment = 4.3% → Expect a flat/chop day 😐

• Unemployment > 4.3% → Brace for a heavy dump 🩸

Let’s praying for Crypto, guys!

Here’s what we got for you today:

• 👀 We found the hidden pumps (while you bled)

• ⭐ Why 90% of alts are going to zero

• ⭐ Did Nvidia just save the bull run?

• 🔥 Burning hot takes for the road

While the market bled, our calls stayed green. 🟢

If you've been following our private updates, you know we've been tracking a specific list of assets that are ignoring the general market dump.

While $ETH.X ( ▼ 2.88% ) and $BNB.X ( ▼ 2.37% ) are sliding, $STRK.X ( ▼ 18.31% )  is up 15%, and $ZEC.X ( ▼ 2.65% )  is up 15%

We called the ZEC rotation early (backed by that massive Grayscale push), and we flagged the STRK connection weeks ago.

If you want to catch these moves before they print double-digit gains, you need to be in the room where it happens.

Get your latest news about crypto world and what’s trending right now!

🤯 THE SUPERCYCLE ISN'T DEAD. IT'S JUST BRUTAL.

If you spend five minutes on Twitter/X today, you’ll be convinced it’s all over. Prices are bleeding, your favorite altcoin from 2021 is down 90%, and retail interest feels non-existent.

Everyone thinks the 'Supercycle' was just a fever dream. But I’m here to tell you: It’s not dead. It’s just misunderstood.

We all thought the Supercycle meant numbers go up forever for every random token. But the actual Supercycle happening right now is defined by something else entirely: The Great Divergence.

Let's break down why this is actually the opportunity of a lifetime.

1/ The Era of "Walking Dead" Alts

The hardest pill to swallow this cycle is that the era of 'easy mode' is officially over…

In previous cycles, you could throw a dart at CoinMarketCap and make money. Today, we are witnessing a massive split.

• The Zombies: 90% of coins are walking dead. The dusty governance tokens, the 'ETH-killers' from 2017, the vaporware... they aren't coming back.

• The Winners: Smart money isn't chasing whitepapers anymore. It's chasing things that actually work - critical infrastructure (BTC, ETH, SOL) and protocols that print real revenue.

Everything else is just noise.

2/ This Is Not 2022…

To understand why we are bullish, you have to understand the nature of the pain.

2022 was a systemic collapse. Everything exploded at once: Terra/LUNA, 3AC, Celsius, FTX, Genesis. We lived in genuine terror that nothing was safe. We wondered if USDC would de-peg or if Coinbase would go bankrupt.

2025 is different. We are suffering through a slow bleed. It’s annoying, it’s exhausting, and it grinds your mental health down. But there are no explosions. No dominos falling.

In fact, the infrastructure has never been stronger. BlackRock is here (and not withdrawing). Fidelity is here. ETFs are live. The rails are working perfectly.

3/ The Silent Adoption is Unstoppable

While price speculators are bored, the backend of the global financial system is being rewired.

• Visa and Mastercard are integrating stablecoin settlement.

• Stripe is going all-in on crypto payments.

• Neobanks are becoming crypto-native.

And the ultimate catalyst? AI Agents. We are building a world of AI agents, and they won't be walking into a Chase bank to open a checking account. They will spin up a wallet. They will transact, swap, and pay for compute using crypto rails.

The Verdict

The Supercycle is happening, but it’s brutal. Trash is going to zero. Infrastructure is going to the moon.

If someone told you three years ago that BlackRock, Stripe, and the US Government would be embracing crypto, you would have screamed "BULL MARKET!" Yet, here we are, and people are bearish because of price action.

The gap between price (low) and fundamentals (high) is the opportunity. Don't let the slow bleed scare you out of the future.

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🧨 NVIDIA JUST SAVED THE MARKET (AGAIN)

If you felt a sudden shift in the wind today, that was the collective sigh of relief from every trader on Wall Street and in Crypto.

For weeks, the bears have been whispering one scary phrase: "The AI Bubble is popping." The fear was that if Nvidia ($NVDA.X ( 0.0% ) ) missed its earnings or gave a weak forecast, it would drag the entire tech sector down, and take $BTC.X ( ▼ 3.18% ) with it.

Well, Nvidia just put the market on its back.

They dropped an upbeat forecast that blew past expectations, effectively telling the bears to go back into hibernation.

You might be thinking, "I trade crypto, why do I care about a chip company?"

Here is the reality: Crypto is currently the distinct cousin of Big Tech. When Nasdaq gets a cold, Crypto gets the flu. But when Big Tech parties, Crypto usually gets an invite eventually.

1. Risk-On is Back: Nvidia proving that the AI boom is still accelerating signals to the market that "risk-on" is safe. This liquidity tends to trickle down from stocks into high-beta assets (like Bitcoin) and then into altcoins.

2. The AI Crypto Narrative: This is massive for the AI-Crypto sector ($TAO.X ( ▼ 5.79% ) , $FET.X ( ▲ 6.01% ) , $RENDER.X ( ▼ 1.88% ) ). These tokens rely heavily on the broader belief that the AI economy is growing. Nvidia just confirmed that demand for compute is insatiable.

We are seeing a convergence. Remember the Supercycle story we just talked about? The one involving AI Agents transacting on-chain?

Nvidia is building the engines for those agents. Crypto is building the rails for them to move money.

If the AI Bubble had popped today, the AI Agent narrative would have died with it for the next 6 months. Instead, the green light is on. Keep a close eye on the intersection of Compute & AI coins over the next 48 hours. The market has been given permission to run; now let's see if it takes it.

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🔥 BURNING HOT TAKES FOR THE ROAD

Bitwise just officially launched its spot $XRP.X ( ▼ 3.74% ) ETF on the NYSE with a 0.34% fee, keeping the U.S. ETF momentum alive. Read more

A massive Cloudflare outage just took down half the crypto web, proving exactly why "end-to-end decentralization" isn't just a buzzword. Read more

The hammer drops on privacy. A NY court just sentenced the Samourai Wallet co-founder to 4 years for running a crypto mixer. Read more

Vitalik Buterin says $ETH.X ( ▼ 2.88% ) needs to "stop changing" so much, arguing that protocol stability is the key to future growth. Read more

Circle just launched xReserve to power institutional capital, with Canton Network announced as its very first integration. Read more

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⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.