2/2 Catch-up trade anyone? With gold outperforming, the BTC-gold ratio sits at oversold levels seen in prior reversals. As liquidity and sentiment (hopefully) returns to crypto markets, Bitcoin may soon catch up, in an era of heightened fear for inevitable monetary decay.

1/2 The debasement narrative is gaining traction amid persistent fiscal deficits, rate cuts in overheated economies & stressed debt markets Gold has led with $40B in ETF inflows YTD, nearly matching the two prior decades combined, thereby broadening Bitcoin's addressable market

6/6 Adding this week’s recent rate cut setting up a potential easing cycle, the setup looks strong. Q4 is seasonally bullish, Uptober is almost here, and $SOL could potentially break its ATH soon... What’s your $SOL target for end-2025? 👇

5/6 Catalysts also run deep. DATs are starting to steal the show- Forward staked $1.6B SOL and is eyeing a $4B raise, Pantera lining up $1.25B for a Solana treasury, and Brera rebranding as Solmate after a $300M raise. That’s billions in structural buy pressure. On top: ETF

4/6 Relative strength says it all too: $SOL $ETH ratio bottomed in Aug and is now surging, first outperformance vs ETH since April. 📈 SOL perps OI at near highs with neutral funding = conviction flows, not speculative froth. Rotation seems all but confirmed!

3/6 Among majors, @solana setting the tone. Broke 6M resistance, flipped $200 to support, now pressing just under $260 ATH, the final ceiling before price discovery. $SOL has quietly reclaimed a leadership role among the majors after a period in the shadows. 🚀

2/6 This is actually the longest (and broadest) alt rally since last Jan’s euphoria during the spot $BTC ETF launches. 🧐 With $BTC + $ETH holding highs, alts finally have room to breathe. Memecoins and AI tokens are starting to rip, signs the market’s back in re-risk mode.

1/6 "Spooky September", looks set to be crushed again this year (let's not jinx it) 😅 $BTC is up 8% MTD, $ETH steady near ATHs, and alts are ripping, with 75%+ of the top 100 outpacing BTC over 90 days. Ex-BTC market cap also just broke into new ATHs, the rotation is on! 📊

.@Bitcoin's next chapter is unfolding 📈 @maximichielsen & @PapaDari_ just unpacked our mid-year calls—nation-state BTC reserves, $10B Bitcoin-L2 TVL, and the road to $250B in crypto-ETP AUM. Missed the live analyst call?

Velodrome Finance (top 20 DEXs by Volume over last year) just activated native cross-chain swaps! https://t.co/MfwXrFku6P Let’s break down why this is a BIG deal 🧵

Crypto apps offering securities, fintech platforms offering crypto: investors getting choice and great UX…feels like tradfi brokers may be in trouble.

Building bridges takes trust—and the right partners. We're proud to team up with @MoraBanc to expand digital asset education. Shoutout to @maximichielsen, Juan Carlos Salinas, Eric A. Garcia, and Bruna Cabus for making it happen at the 3rd Edition of the Innovation & Tech Event.

This is a big deal! The UK FCA is taking a major step toward allowing retail investors access to crypto ETPs.

The enterprise-grade DLT just entered the ETP market. We’re proud to launch the 21Shares Hedera ETP (HDRA), giving investors exposure to @hedera’s energy-efficient, high-speed network—backed by global giants like Google and IBM. 📲 Learn more: https://t.co/AeBcOc5w2U

We've teamed up with @21Shares / @21Shares_US for next-level product collaborations, research reports, and other initiatives. Institutional interest in the Sui ecosystem continues to grow. With insane throughput and scalability, it’s the ultimate chain for real-world asset

Just tuned into the “Can We Call it an Asset Class Yet?” panel featuring @JSeyff @Scaramucci @baehr @3iq_corp These are my biggest takeaways: https://t.co/MUc0Of4b68 1999, e-Trade made stock investing accessible online and QQQ gave investors easy exposure to tech. Crypto needs

6/6 Clearly, beyond what @adrianwjfritz covered, Solana’s case also holds up through a traditional lens: offering distinct diversification benefits, strong revenue growth, and compelling near-term valuations. As always, we’d love to hear your thoughts, drop them below! 👇

5/6 Relative valuation tells a similar story. Solana has already jumped to 34% of Ethereum’s market cap, with significant room to grow. If SOL hits 50%, that implies a price of $205. While a flippening isn’t expected yet, Solana’s momentum suggests it’ll keep gaining ground. 💰

4/6 All of Solana's network activity isn't just noise; it's revenue. Last year, Solana generated $1.44B in net rewards, and is on track to 2.5x that in 2025. This real economic output enables us to run a DCF model, pointing to a potential 10x upside and major undervaluation. 📈

3/6 Just a moderate 5% Solana allocation significantly boosted the performance of a traditional 60/40 portfolio across several metrics. Sharpe ratios surged across all rebalancing strategies, but timing and frequency were key to capturing growth and limiting downside risk. 📊