[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Bankless [@BanklessHQ](/creator/twitter/BanklessHQ) on x 318.4K followers Created: 2025-07-02 12:00:01 UTC LIVE NOW -- What the Onchain Data Says About Crypto's Next Move @JustDeauIt of the DeFi Report returns to unpack what onchain data says about Bitcoin, ETH, and altcoins. We dive into why the market may be coiling beneath the surface, whether altcoins are due for a “hate rally,” and how valuation metrics reveal surprising accumulation trends. Michael also shares his current portfolio moves, including high-beta bets like Pepe and ENA, and lays out the macro triggers that could spark the next leg up. [TIMESTAMPS] 0:00 Intro 2:19 The HODLer's Fallacy: Rethinking Conviction in a Naturally Extractive Market 7:03 BTC Onchain Data & Price Explanation 15:23 Altcoin Season Index 23:24 ETH & Solana Onchain Data 32:30 Beta Assets Bull Case 38:46 Ethena Memo 51:14 Crypto Equities 55:45 Liquity & The Macro Setup 1:00:53 Michael’s Portfolio Today 1:02:31 How to Value an L1 1:02:53 Quarterly Reports 1:04:40 Closing & Disclaimers  XXXXXX engagements  **Related Topics** [stocks](/topic/stocks) [accumulation](/topic/accumulation) [altcoins](/topic/altcoins) [cryptos](/topic/cryptos) [onchain](/topic/onchain) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [Post Link](https://x.com/BanklessHQ/status/1940379935606284612)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Bankless @BanklessHQ on x 318.4K followers
Created: 2025-07-02 12:00:01 UTC
LIVE NOW -- What the Onchain Data Says About Crypto's Next Move
@JustDeauIt of the DeFi Report returns to unpack what onchain data says about Bitcoin, ETH, and altcoins. We dive into why the market may be coiling beneath the surface, whether altcoins are due for a “hate rally,” and how valuation metrics reveal surprising accumulation trends. Michael also shares his current portfolio moves, including high-beta bets like Pepe and ENA, and lays out the macro triggers that could spark the next leg up.
[TIMESTAMPS]
0:00 Intro
2:19 The HODLer's Fallacy: Rethinking Conviction in a Naturally Extractive Market
7:03 BTC Onchain Data & Price Explanation
15:23 Altcoin Season Index
23:24 ETH & Solana Onchain Data
32:30 Beta Assets Bull Case
38:46 Ethena Memo
51:14 Crypto Equities
55:45 Liquity & The Macro Setup
1:00:53 Michael’s Portfolio Today
1:02:31 How to Value an L1
1:02:53 Quarterly Reports
1:04:40 Closing & Disclaimers
XXXXXX engagements
Related Topics stocks accumulation altcoins cryptos onchain bitcoin coins layer 1 coins bitcoin ecosystem
/post/tweet::1940379935606284612