OVERVIEW

I Almost Forgot How Pretty The Color Green Is 😏

Before we dive in, here’s today’s crypto market heatmap:

Source: finviz

And here’s a look at crypto’s total market and altcoin market cap charts:

Source: TradingView

CRYPTOTWITS
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If you skipped today’s live stream on X because life got in the way or you were too busy doomscrolling, here’s the replay:

Twitter tweet

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And if you want even more charts, rants, and unsolicited market truths, you can follow me at @jonmorgan_HODL

We’re back live tomorrow at 1 PM EST, and don’t forget to jump into our X community space on Thursday. 

It’s basically group therapy, except useful stuff. Mostly. 🧠 

TECHNICAL ANALYSIS
The Market Finally Hit Its Time Window 🫡

The charts have been lining up in a way we don’t see often. Three separate technical conditions clicked into place across Bitcoin and most of alt market, and the combo looks a lot like the early chapters of a reversal. 😨 

Or at the very least, the beginning of a short-term pop that catches the zombies off guard.

1. Composite Index Is Sitting On Historical Support (Daily & Weekly)

Connie Brown’s Composite Index might as well be RSI’s grown-up sibling. If you’re still clinging to classic RSI, you’re basically booting up Windows 95 and expecting it to run Cyberpunk.

ADAUSD Weekly Chart – Click to enlarge.

• Daily timeframe – Composite Index sitting at or scraping historical support

• Weekly timeframe – Same zone, same setup

ADAUSD Daily Chart – Click to enlarge.

This matters because when both timeframes hit historical support together, price rarely chills. It tends to snap back, and the move usually hits faster than people expect.

2. Massive Tenkan Gaps Across the Alt Market

Cardano is the cleanest example, but you can throw most alts into this bucket.

Daily charts everywhere are showing huge gaps between the current candle bodies and the Tenkan-sen. That’s a disequilibrium problem. Markets don’t like being stretched that far away from a mean level and they don’t stay there long.

BTCUSD Daily Chart – Click to enlarge.

This is the Ichimoku version of price saying: Fix this imbalance. Soon.

These gaps don’t guarantee direction, but when they show up alongside bottomed oscillators and maturing cycle windows, the path of least resistance shifts north.

3. Time Cycles Are Hitting Dead-On

Now the fun part.

Bitcoin just walked straight into its 45-day Gann cycle window.

BTCUSD Daily Chart – Click to enlarge.

Cardano (and a lot of alts) just walked into their 90 to 98-day window.

ADAUSD Daily Chart – Click to enlarge.

• 45 days and 90 days are the most important inner-year cycles

• When a trend runs hot into those dates, the time window becomes resistance to that trend.

Not price resistance. Time resistance.

Cycle timing doesn’t promise a reversal, but it throws the odds heavily in favor of a shift when paired with:

• Composite Index at historic support

• Tenkan gaps at extremes

• Sentiment so dead you could store meat in it

No hopium. No chest-thumping. Just reading the instruments the way they were meant to be read. This trifecta deserves respect and a look. 👀 

PRESENTED BY STOCKTWITS
That’s A Nice Coat The Archer CEO Is Wearing 🧥

DEPIN
Filecoin Onchain Cloud Arrives Just As Big Cloud Starts Wheezing 🤔

$FIL.X ( ▼ 3.84% ) couldn’t have picked a funnier day to roll out its “decentralized cloud alternative” than the morning half the internet face-planted thanks to Cloudflare. Add the recent AWS meltdown and you’ve got timing so perfect it borders on performance art. 🚛 

Developers want infrastructure that doesn’t collapse every time a centralized provider has a bad morning. Filecoin’s answer is a fully on-chain, verifiable cloud stack that doesn’t rely on mystery servers, broken dashboards, or uptime guarantees that age like milk.

Seems Oddly Timely, No?

Centralized cloud keeps showing its soft underbelly:

• Single points of failure

• Opaque performance

• Surprise pricing

• Regional restrictions

• Outages that break half the industry

Filecoin says (well, they’ve been saying this for quite a while now): enough.

What Filecoin On-chain Cloud Actually Does

It turns the cloud into something transparent and programmable. Every action becomes auditable, every payment is conditional, and nothing depends on trusting a vendor to stay online.

• Verifiable storage using content addressing and on-chain proofs

• Programmable payments that only fire when service delivery is proven

• Composable services you can fork, remix, or extend

• Global decentralized providers instead of a single data center with a panic button

The Building Blocks

Filecoin Pay

• Smart contract billing

• Payments stream only if proofs pass

• Supports FIL, USDFC, and any ERC-20

Warm Storage Service

• Proof-of-data-possession checked hourly

• Pricing starts at $2.50/TiB/month (min 2 copies)

• Optional egress via Filecoin Beam for $0.014/GiB

And a whole bunch of other stuff I don’t understand.

What This Unlocks

AI/Agents: verifiable storage, retrieval, and payment rails.
DePIN: sensors, bandwidth, and new infra markets.
Web3 dApps: no more centralized pinning services.
Pay-per-request APIs: usage-based, auditable, open.
Compute markets: proofs become payments.

The testnet is currently live, and the mainnet launch is scheduled for 2026.

PRESENTED BY STOCKTWITS
Stonkmarket News 📰

NEWS IN THREE SENTENCES
AI, Stablecoins, & Privacy News 🕵️

🚌 Fetch.ai Turns London Into A Full-Blown ASI:One Scavenger Hunt

Fetch.ai plastered ASI:One ads across London and is dangling a luxury hotel stay to anyone who spots them and posts a selfie on X. You just roam the city, snap photos of billboards, and hope the algorithm feels generous. Fetch.AI.

🔒 COTI’s Agora Marketplace Brings Private On-Chain Auctions Without The Usual DeFi Chaos

Agora is using COTI’s Garbled Circuits to build private, trustless auctions that stop front-running, sniping, and every other blockchain annoyance. It’s meant for high-frequency NFT and digital asset auctions that actually feel fair instead of surveillance-heavy. Think of it like running an auction where nobody can peek at your bid through the window. COTI Network.

NEWS IN THREE SENTENCES
Real World Asset Tokenization (RWA) News 🪙

☢️ Tezos Just Dragged Uranium Prices Into The Open And Onto The Blockchain

This basically hands everyone the same calculator instead of making them guess.  Tezos now hosts the world’s first on-chain uranium spot price feed through Etherlink, giving a shadowy commodity an actual public reference. The system blends ETF data, miners, and correlated assets to estimate what U₃O₈ should cost in real time so the market stops running on mystery numbers. Tezos.

NEWS IN THREE SENTENCES
Metaverse, NFT, & Gaming News 🎮️

🔗 Namechain Switches To Surge Because The Old Plan Started Feeling Ancient

ENS is moving Namechain to Nethermind’s Surge rollup after realizing the new tech solves their CCIP-Read lag and gets them closer to real decentralization on day one. The upgrade cuts data waits from hours to seconds, which matters when your entire protocol depends on users not aging while their names resolve. Ethereum Naming Service.

NEWS IN THREE SENTENCES
DeFi, DEX, & Lending News 🏦

🟦 dYdX Approves Staking-Based Fee Discounts Because Traders Finally Get A Break

The dYdX community voted in staking-based fee discounts that reward traders for locking DYDX, which is basically “stake more, pay less.” Discounts scale by tier and staked amount, so bigger traders get juicier cuts while everyone else still gets something. It’s like a loyalty card for trading, just with governance instead of a barista. dYdX.

🛠️ Reactive Network Drops Bounties 2.0 And Wants Devs To Build Grown-Up Cross-Chain Tools

Reactive kicked off a three-sprint bounty series where developers build real automation using Reactive Contracts instead of tutorial fluff. The first mission is a cross-chain price oracle that mirrors Chainlink feeds onto another chain, which is basically moving data with receipts instead of blind trust. If you build something clean and fast, you take the REACT; if not, someone hungrier will. Reactive Network.

NEWS IN THREE SENTENCES
Protocol News 🏦

🧠 Cardano Opens A New Research Call And Wants Academics To Push The Ecosystem Forward

Input Output Research launched its 2026 proposal call, targeting smart contract DSLs, global identity, useful-work consensus, and better throughput metrics. They want to fund serious research so Cardano keeps leading on decentralization, infrastructure, and scientific rigor. In plain terms, they want smart people to fix big problems before the future arrives. Cardano.

🧩 Pocket Network Finally Explains Its Data Stack Without Frying Anyone’s Neurons

Pocket Network broke down its Service, Source, Supplier triad so builders finally know who asks for data, who owns the backend, and who actually fetches the bytes. It’s basically the network telling everyone “do your job and stop improvising,” which helps apps stop guessing how their own data moves. Think of it like labeling every drawer in a messy kitchen so no one panics when they need a spoon. Pocket Network.

LINKS
Links That Don’t Suck 🔗

🦄 Uniswap weighs protocol burns as its 2025 fee haul approaches $1 billion

🤖 JPMorgan’s Pinto warns AI valuations may face correction

💵 Tether dives into Bitcoin-backed lending as market soars past $1B in loans

🤔 Did El Salvador Really Just Buy $100 Million in Bitcoin?

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Author Disclosure: The author of this newsletter holds positions in AVAX, ADA, PUDGY, WLC, IMX, XTZ, NEAR, HBAR, ALGO, INJ, LTC, LINK, ZEC, XLM, and FET. 📋