👀 Bitcoin Is at All-Time Highs. So Why Does It Feel So Quiet?
PLUS: Crypto market cap as percent of global liquidity is rising
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In today's newsletter:
💡 Bitcoin Is at All-Time Highs. So Why Does It Feel So Quiet?
📣 PumpFun Raises $500 Million in 12 Minutes
📈 Crypto market cap as percent of global liquidity is rising
Let’s dive in!
💡 Insight
Bitcoin Is at All-Time Highs. So Why Does It Feel So Quiet?
Bitcoin just hit another all-time high.
And yet… where’s the euphoria?
No CNBC soundbites. No normie friends texting. No Coinbase surging to the top of the App Store. It’s a record high in price, but not in hype.
Let’s unpack what’s really happening under the hood — and what this means for the altcoin market.
📉 BTC Is Up, but the Market Isn't Overheated Yet
This cycle looks different. Some datapoints:
ETH is still 37% below its 2021 ATH.
SOL is still down 42% from its peak.
Interest rates haven’t even been cut yet — the macro tailwind hasn’t started blowing.
TradFi crypto treasuries are buying.
Retail hasn’t re-entered en masse.
🔮 What This Means for Altcoin Investors
When BTC breaks ATH quietly, it often sets the stage for altcoins to outperform in the months ahead.
Retail is still asleep. Flows are still rotating.
Expect:
Higher-quality alts with real narratives to run next
Pullbacks to be bought quickly
The next hype phase to bring back App Store spikes, influencer pumps, and yes — those normie texts
We’re not there yet.
So keep your edge. Stay ahead of retail. And position smartly.
📣 Update
PumpFun Raises $500 Million in 12 Minutes
The highly anticipated PumpFun token is trading at a $5.8 billion pre-market valuation on Hyperliquid, briefly surging as high as $7 billion over the weekend.
📈 Signal
Crypto market cap as percent of global liquidity is rising
Looking ahead, risk sentiment should broadly benefit from the US governmentʼs pivot towards more market friendly policies with a new legislative fiscal package likely to be completed by late summer.
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