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Just yesterday, the market finally flipped to “Greed” for the first time in 2026. After nearly 3 months stuck in Fear, the Fear & Greed Index hit 61.

But this morning, it’s back to Neutral. Index dropped fast to 41. $BTC ( ▲ 2.42% ) also pulled back, dipping from $97.9K → $95.5K overnight.

So... who’s scared again? 🤭

Here’s what we got for you today:

• 👀 How to build safer trade setups?

• ⭐ X killed “InfoFi”, tokens crashed hard

• ⭐ Tokenized stocks: the quiet giant of 2026

• 🔥 Burning hot takes for the road

📉 Stop Drawing "Perfect" Lines

Most people draw a trend line the wrong way. You draw a perfect line, price wicks through it, and you get stopped out, only for the trade to go your way immediately after.

So which one is correct? Here is our analysis of the 3-Step Strategy, and why "Market Structure" is the missing filter you need.

If you are tired of buying the top of a pump only to watch it collapse back into the trend, you need to learn the "Higher Low" confirmation rule detailed here 👇

🚫 X KILLED POST-TO-EARN: INFO-FI TOKENS CRASH HARD

Last night, X (the Elon Musk’s platform) basically wiped out an entire part of crypto overnight, especially if you've been following InfoFi:

The “InfoFi” model, where users earn tokens for posting and engaging on social, just got shut down by force.

Nikita Bier, Head of Product at X, confirmed that X updated its API policy, and now any app that rewards users for posting or engaging is officially banned.

According to Bier: “There’s way too much AI spam and low-effort replies. It’s killing the experience on X.”

So they straight up revoked API access from those apps. No more reward farming. And they even suggested devs move to Threads or Bluesky instead.

📉 Immediate Market Meltdown

The impact was brutal and instant:

• $KAITO ( ▼ 21.02% ) (the biggest InfoFi token) dropped nearly 20% in a day

• The Yapybaras NFT collection, tied to Kaito’s interaction system, had its floor price crash over 51%

• Other InfoFi tokens like $COOKIE ( ▼ 17.49% ) , LOUD, and ARBUS also tanked

• The entire sector lost more than 10% of its market cap in just 24 hours

Just one data point sums this up for you: Over 7.7M crypto-related posts were created by bots on X in a single day. That’s a 1,200% spike from before. No wonder why X was like: ENOUGH! 😅

🔁 So What’s Kaito Doing Now?

The Kaito team, led by Yu Hu, quickly responded. They’ve already announced they’re shutting down the Yaps system and the reward leaderboard.

Instead, they’re building something new: Kaito Studio - a creator marketing platform that’s more focused on quality and less on farming for tokens, including YouTube and TikTok.

According to ZachXBT, around 157,000 Kaito Yapper users were affected by this shift.

The dev team said they had already been testing filters, better on-chain social scoring, and more selective participation.

But with X’s algorithm updates and inconsistent reward logic, spam never really stopped. So now they’re changing.

These InfoFi apps were way too dependent on a Web2 platform they didn’t control. X’s move reveals how shaky on-chain social tokens are right now.

It opens up a much bigger question for us: Can tokenized social even work long-term if the base platform isn’t Web3-native?

When outside projects start turning X into a reward farm and making money off of it, that crosses a line for them. It really makes sense from their POV.

Fuel your business brain. No caffeine needed.

Consider this your wake-up call.

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📈 TOKENIZED STOCKS: THE QUIET GIANT OF 2026

Everyone’s talking about AI coins, DeFi rotations, and L2s but barely anyone is talking about tokenized stocks (an underrated space!)

In 2026, this space is no longer just an idea. We spot some platforms like xStocks (on Solana), dShares by Dinari, and Ondo Global Markets already manage billions of dollars in tokenized stock assets.

What does that even mean? Basically, regular stocks like Apple or Tesla are now on-chain & wrapped as tokens that you can hold and trade just like crypto.

You can trade, lend, borrow, and earn yield, often without even needing KYC at the protocol level because the compliance layer sits with the issuer.

🧩 This unlocks a whole new DeFi layer for equities:

• You can use them as collateral to borrow stablecoins, kind of like what Kamino is doing on Solana

• You can split the dividend yield from the price of the stock like Pendle-style

• With models like Morpho, you can lend/borrow individual stocks, keeping risk isolated per asset

• You can auto-repay loans using dividends over time (like an Alchemix for stocks)

Stocks aren’t just something you buy and wait to go up anymore. They’re becoming composable, programmable, and deeply connected to the rest of DeFi.

⚠️ One thing to keep in mind, though:

No KYC on-chain doesn’t mean it’s a regulatory free-for-all. Issuers still have to follow local laws, and if you ever want to redeem the real-world asset, you’re back in TradFi territory.

→ It’s decentralized but with real-world guardrails.

What do you think, is this the real on-chain RWA revolution we’ve been waiting for?

Dalio: “Stocks Only Look Strong in Dollar Terms.” Here’s a Globally Priced Alternative for Diversification.

Ray Dalio recently reported that much of the S&P 500’s 2025 gains came not from real growth, but from the dollar quietly losing value. Reportedly down 10% last year!

He’s not alone. Several BlackRock, Fidelity, and Bloomberg analysts say to expect further dollar decline in 2026.

So, even when your U.S. assets look “up,” your purchasing power may actually be down.

Which is why many investors are adding globally priced, scarce assets to their portfolios—like art.

Art is traded on a global stage, making it largely resistant to currency swings.

Now, Masterworks is opening access to invest in artworks featuring legends like Banksy, Basquiat, and Picasso as a low-correlation asset class with attractive appreciation historically (1995-2025).*

Masterworks’ 26 sales have yielded annualized net returns like 14.6%, 17.6%, and 17.8%.

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_{*Based on Masterworks data. Investing involves risk. Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.}

🔥 BURNING HOT TAKES FOR THE ROAD

Michael Saylor slammed a podcast host for asking MicroStrategy’s “debt-to-buy-Bitcoin” model, calling it “ignorant & offensive.” See the podcast

CZ confirmed that 100% of $30,000 AMA earnings will be donated to Giggle Academy. $GIGGLE ( ▼ 0.21% ) gets another big “shill” from CZ. Read more

SEC ended its multi-year investigation into the Zcash Foundation. $ZEC ( ▼ 6.65% ) instantly pumped 12%, before settling at a 10% daily gain. Read more

Grayscale, the world’s largest digital asset manager, just adds 27 new tokens to its watchlist with AI, DeFi, and cultural crypto. See its watchlist

🤡 SPICY MEME

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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.