Quick Thoughts on Select Assets

BTC - rumored that some early holders are dumping aggressively. not great that we're falling so quickly. good asset, but PA is bad rn.

ETH - bad. no viable meta, and 340b mcap is a lot for what this is right now. (but may still catch a bid up if it gets too oversold)

SOL - mildly bad. there's no notable meta that would help SOL. pumpfun trenches on life support. tech is good but it's not enough. (may still catch a bid same as ETH)

HYPE - good. holding on price-wise, has on-chain stocks perps now ("nvidia onchain"). 300m+ usd commited to market-buy that hasn't hit the books yet (hyperliquid strategies inc)

ZEC - good but hype-fueled. privacy tech is good I think now. I think it's served as a good safehaven for a lot of BTC/ETH whales -> good timing to be a rising asset, when rest of market is going down. there's price discovery, but also a sense of hype, so we'll see what price it actually maintains once it cools down.

ASTER - mildly bad. i think the platform isn't good enough for serious traders to consider it. I think it'll end up being "one of many" HL rivals. airdrop/buyback programs end up dilutive. CZ magic still possible but the r/r looking worse day by day.