TDLR - Daily Market Report #648

- Macro week ahead: FOMC minutes, CPI data, housing numbers. The Swiss National Bank is reportedly selling US stocks despite holding over $500B. Tech CEOs are dumping shares again. Not exactly risk-on signals.

- $BTC at $68.4K, still stuck in the $60K range. Noise everywhere about $8K or much lower. I started DCA regardless.

- $ETH at $1,980, flirting with $2K again. Strong usage, price still lagging.

- $XRP at $1.50, small recovery. $SOL at $86. Buy here or wait lower?

- $DOGE at $0.10 with ETF rumors around DOGE products. TradFi Dogecoin would be wild.

Perp DEXs still active:

- $HYPE around $30, leading perp volume.

- $ASTER gaining attention despite UI complaints.

- $LINK around $9, still dominant in real usage but price not reflecting it.

$XMR around $350. $ZEC at $287. CZ talking about missing privacy features in crypto.

Heavy unlock week:

- $ARB, $KAITO, $ZRO and others releasing significant supply. Billions in token value unlocking. Dilution risk is real.

RWA tokens $ONDO pushing narratives while unlocking supply. Be careful.

Altcoins overall struggling:

$DOT near $1.37.

$NEAR around $1.

$MATIC not reacting to adoption.

Feels like the easy alt season is over. Many current top 100 tokens will not survive the next cycle.

I’m DCAing. Positioning, not predicting.

What are you watching this week?