Below is a curated list of the pieces I’ve published over the past week, covering the key themes and developments shaping the market:

Everyone is looking at the price of Bitcoin and yawning. It is easy to get bored when the charts look like a flat line, but if you zoom out, the macroeconomic landscape is screaming.

We are seeing classic economic warning signs that usually precede a major shift. The global debt levels are reaching a tipping point where traditional fiat systems look shaky.

It reminds me of the calm before a thunderstorm. The air gets heavy and everything goes quiet right before the sky opens up. Investors are starting to sniff out the danger in traditional markets.

This is triggering what we call the Great Rotation. Capital is quietly packing its bags and leaving unstable fiat currencies and looking for a new home.

While $BTC ( ▲ 12.43% ) is currently taking a nap at $60k, it is acting like a coiled spring waiting for that liquidity to hit.

This is not just about price going up or down. It is about a fundamental change in how the world views value.

When the economy flashes red signals, smart money does not sit in cash. It moves. And right now, it is moving toward assets that exist outside the traditional banking system.

The cryptocurrency market has recently experienced a severe downturn, with Bitcoin dropping nearly 50% in value.

Despite the prevailing fear, the author argues that the market is undergoing a necessary "reset" rather than a total collapse.

While historical data suggests that finding a true bottom could take months, on-chain metrics reveal a crucial difference from previous bear markets.

Specifically, stablecoin reserves remain near record highs, indicating that capital has not fled the ecosystem but is instead sitting on the sidelines as "dry powder" ready to be redeployed.

This phenomenon is described as a "Great Tourist Flush," where speculative traders panic-sell to long-term conviction holders.

Instead of a permanent exit, this represents a transfer of assets from weak hands to strategic investors.

Consequently, whether the market follows a traditional four-year cycle or a new five-year model, the current volatility is framed as a significant buying opportunity.

The article concludes that investors who look past the immediate bleeding charts will see a rare chance to accumulate assets at heavily discounted prices before the eventual recovery.

So if Bitcoin is sleeping, where is the action? You just have to look a little further down the risk curve.

While the King of Crypto rests, the rest of the royal court is throwing a party. We are seeing a massive wake up call for AI and tech coins.

Traders are rotating their focus. They are tired of waiting for $BTC to break its all time high again, so they are chasing volatility in the tech sector.

This is classic market behavior. When the safe haven asset gets boring, the liquidity flows into high beta plays.

It is like when the adults are talking at the dinner table, so the kids go run around in the backyard. The AI sector is currently running wild in the backyard.

But it is not just speculative tokens pumping. There is a very real, very large infrastructure layer being built around credit. We are talking about the onchain credit explosion.

This is a multi billion dollar payday waiting to happen. For years, DeFi was just people trading tokens back and forth. Now, we are seeing real credit markets forming onchain.

This matters because credit is the oil that makes the global economy engine run. Bringing that onto the blockchain is a massive step forward.

It transforms crypto from a casino into a legitimate financial system. And speaking of financial systems, look at prediction markets.

They are still tiny right now compared to the massive derivatives markets in the real world.

Most people ignore these markets because the volume looks small today. That is a mistake.

You want to be looking at the sectors that are small now but have the infrastructure to handle trillions later. Prediction markets fit that bill perfectly.

We talk a lot about AI, but until recently, there was a major problem. AI agents are great at thinking, but they are terrible at transacting.

How do you trust a bot with your wallet? You don't. Or at least, you didn't until now.

Ethereum has a new trick up its sleeve called ERC-8004. This might sound like technical jargon, but it is actually a game changer. This standard fixes the trust gap for AI agents.

Think of ERC-8004 as giving an AI agent a debit card with a strict spending limit and very specific rules on where it can shop.

Before this, giving an AI access to funds was like handing a toddler a loaded handgun. It was dangerous.

Now, we can program specific permissions. This allows AI agents to actually do work onchain, like executing trades or managing portfolios on $ETH ( ▲ 13.52% ), without the risk of them draining the entire wallet.

This is the missing link that connects the AI boom with the crypto economy. Once agents can transact safely, the velocity of money onchain is going to accelerate in ways we can barely imagine.

⚠️ Disclaimer: This newsletter is for informational purposes only, just for fun and knowledge. This is not investment advice. Your money, your responsibility!