Get Your Bags In Order! Altseason's Heating Up

Hey there, Hodlers!

Inflation came in cooler than expected, the U.S. and China are playing nice (for now), and markets are throwing a full-on tariff-slashing party.

What kind of rollercoaster have we (and the market) been strapped into over the last 30 days and where the hell have we finally landed?

All things considered? Not a bad move on the negotiation chessboard. Chalk one up for Team USA grabbing a bit of leverage.

But you know what asset doesn’t give a damn about tariffs?

Bitcoin. 🟠

While the world slowly irons out the chaos and politicians tango over trade deals, Bitcoin just keeps chillin’.

It’s still subject to vibes and volatility (thanks, paper hands), but we’re seeing a shift.

Smaller panic dumps on big headlines and Bitcoin treasury companies keep stacking, drying up the supply.

And the $2.2 trillion added into stocks yesterday?

Barely moved crypto.

We're either in a simulation… or just early.

Meanwhile, the greed dial is cranking up.

CNN’s fear & greed index did a full 180 - from “Extreme Fear” to “Greed” in just 30 days.

That’s investor psychology for ya and a good reminder about the market we’re playing in.

And while investment banks warns that volatility’s sticking around, and investors question how long this US-China trade truce lasts... we’re not worried.

Everything’s lining up for a monster second half of the year for crypto. 📈

Oh - and did someone say altseason? 👀

In the past 7 days, Bitcoin dominance dipped from 64.3% to 61.7%.

At the same time BTC went up 10%, while ETH ripped 45%.

We’re not in full altmania yet, but you can certainly smell it.

For now, let’s front-run the herd like true degenerates and scoop some smart plays before the normies catch on. 👇

🔥 Altseason Vibes? Let’s Ramp Things Up 🚨

Bitcoin dominance is finally starting to slip… and you know what that means: it’s almost time to go full degen.

Altseason isn’t here yet, but the signs are stacking.

As the market shifts toward a risk-on mindset, we’re prepping to front-run the hype and grab some smart plays before the herd catches up.

First up: SUI.

We’ve been SUI fans from day one as you already know and they just dropped a bomb of bullishness at their flagship Basecamp event in Dubai.

Here's what you need to know:

📢 SUI x 21Shares
SUI announced a strategic partnership with asset manager 21Shares, who just filed a SUI spot ETF application with the SEC. This is SUI’s second ETF application (shoutout to Canary Capital for being first). If either gets approved, it’s a MASSIVE catalyst for adoption and institutional flow into the ecosystem.

💥 Stacks Integration
Bitcoin’s Layer 2 darling, Stacks, is bringing sBTC to SUI. That’s right - 1:1 BTC-backed assets now coming to SUI DeFi. Yield farming, lending, on-chain swaps… and over 10% of SUI’s TVL already tied to BTC? Yeah, that number’s about to go vertical. SUI is shaping up to be the ultimate playground for BitcoinFi.

Need a dose of macro hopium? 💊

Raoul Pal’s “banana zone” theory (liquidity -> Bitcoin -> alts) hits hard, and his SUI Basecamp talk lays it all out. Definitely worth the watch if you’re still underallocated and looking for conviction: Watch here

So yeah - SUI was the easy pick.

But now it’s time to dive into where our head’s at with the rest of the portfolio, what we’re watching, and what we’re about to ape into next. 👇

Uh oh, the rest of this post is locked 🔒