Bitcoin price still following Global M2 supply. We never really left the four-year cycle, although it's been rougher than usual on alts, probably and understandably because the ETFs are safer but don't allow rolling interest down the line. M2 expected to peak around late September. Four-year cycle trend has BTC peaking around late September, too. There's also an FOMC meeting right around then where a hoped-for rate cut would rocket high-risk assets like crypto (fingers crossed). Typically alts do their last little agonal breath right after BTC peaks, and then I tend to notice one last memecoin hype-cycle just to keep people holding on way too long.
Still think there's a lot of 20-40x gains out there to be had, at least going by current vs. expected FDV. I'm knee-deep in AI, particularly Neural and Spectre. Maybe better RWA plays out there than I own. Feels like gaming is more about incubators like SuperVerse and such than actual games and I'm just not excited about it this time around.
But at least there's some optimism back in the market again. It was really rough for a long time. A year and a half since the halving has all been garbage.