hamsterwifhood price

Two weeks later and $CRCL is trading like a 2021 altcoin. $COIN and $HOOD are outperforming most of the market as well. Wouldn’t be surprised to see a wave of new crypto IPOs and listings in the coming months, all getting the tradFi infinite bid. At some point, one of these will mark the top. And in hindsight, it’ll be obvious. $SOL and $XRP ETF flows will give a good read on how the next few months will play out, once they are live.

Sometimes I think that perhaps the last breath of this generation of capitalism is to inject speculation into everything; after that, we will return to the starting point and revalue art and creativity—using capitalism more as a tool for driving substantial progress, and then around 2100, we will enter another peak super cycle of speculation. The performance of $HOOD, $COIN, $HYPE (and some other assets) actually confirms this hypothesis as we contemplate the "super application of speculation." In addition to the prediction market, which is both a tool for speculation and a prophetic mechanism leading to the real world, it may become another core module. The essence of late capitalism is to try to lure retail investors into a cash harvesting mechanism, while retail investors are exceptionally eager and firmly believe they are not the ones being harvested. Not trying to be contrary, but the current public market does feel a bit like there is a "top signal accumulation" (of course, it could just be short-term, so don't take it too seriously). The stock market is approaching historical highs overall. Those companies with the weakest fundamentals are actually rising the most (many companies have achieved 2x or even 10x increases in the public market over the past 90 days), coupled with high retail investor sentiment and aggressive entry. Macroeconomic data may be weakening. The Federal Reserve's rate cuts are also slower than many expected. There is a disconnection between altcoins in the crypto market and the stock market. The funding flow structure of Bitcoin and Ethereum is quite different (possibly supported by a model similar to MSTR), while altcoins had previously followed the rise of U.S. stocks early on, but are now the first to pull back. This may also be due to the complex situation in the Middle East, coupled with the higher leverage and further risk curve of altcoins, making them easier to scare off compared to retail investors who are "all in on stocks." But I haven't even mentioned everything happening in the private tech and AI sectors. In the public market, the only uncertainty left is whether institutional investors (mainly hedge funds) have taken the wrong side in this round of the market—so we may still see a wave of "fear of missing out" funds coming in, accompanied by short covering and more incremental inflows. In any case, as we have often said in the past few years, investing is supposed to be difficult. We may be heading towards a market with greater volatility and more differentiated performance. But right now, these changes are becoming increasingly hard to ignore, and the market may be undergoing a turning point.

Why I’m buying $COIN but not $CRCL now. Let's first look at the basic matrix (photo). From a trading perspective, we can ignore the Circle’s extremely high PE, as trading is all about momentum and hot money. However, as I have sold my $CRCL too early and it’s mentally hard to buy it back, I’m considering buying $COIN as a fundamental play. Per Circle’s IPO filings, Coinbase receives fully 50% of the interest income on currently ~$61B USDC reserve (after Circle’s base costs). Coinbase earns more if users hold USDC on the Coinbase platform, and slightly less for off-platform circulation – but broadly, Coinbase gets ~50% of USDC reserve income in most cases. Coinbase earned $297 million in USDC interest revenue in just the latest quarter (Q1 2025). In Q1 2025, stablecoin interest accounted for roughly 15% of Coinbase’s total revenue (>$297M of $2.03B) As part of restructuring their USDC partnership, Coinbase also obtained an equity stake in Circle. According to disclosures, Coinbase received ~8.4 million shares of Circle (presumably Class A) in late 2023. That stake is now worth on the order of $1.6–1.7 billion at Circle’s recent ~$200 stock price. This is a substantial hidden asset on Coinbase’s balance sheet. (For context, Coinbase’s entire market cap is ~$60B, so the Circle stake alone might equal ~3% of Coinbase’s value I don’t expect CRCL to be that strong, but now I realize I’m wrong. I will start buying $COIN as TradFiMoney finds some crypto proxy on the stock market. $COIN will still be strong in the foreseeable future. I may also consider $HOOD as well.

🚨SPACES TODAY AT 5PM EST🚨 With FOMC out of the way and HUGE crypto stocks like $CRCL + $HOOD making new highs, what’s next for crypto? Will BTC go to range highs!? Join wabi - @DonnyDicey - @ChillTRD and @the_afroduck for the banter! SET REMINDERS👇

All these stocks hit new 52 WEEK HIGHS at some point today Robinhood $HOOD $IBM Raytheon $RTX Cloudflare $NET Charles Schwab $SCHW Roblox $RBLX Take-Two $TTWO $ASTS Alnylam $ALNY Antero $AR BNY Mellon $BK Cardinal Health $CAH Crown Cork $CCK Mr. Cooper $COOP Credo $CRDO Corteva $CTVA Expand Energy $EXE Flextronics $FLEX Kratos $KTOS MP Materials $MP Newmont $NEM Seagate $STX $TD