After 6 years of living with crypto, the boredom of the market today is no longer strange to me. I have gone through 2022, 2023 — periods that were much darker and harsher. Through each cycle, emotions have gradually been worn down, no longer panicking or having excessive expectations. That feeling of being 'hardened' turns out to be an advantage, helping me to stand firm, stay alert, and be more patient in a constantly fluctuating market.
Today, seeing many posts complaining about a market full of scams, I suddenly remember my early days. There was a time when losing money made me angry, cursing developers, cursing KOLs, cursing the entire market. But when I calmly sat back to think, I realized that no one forced me to buy or sell. The decision is made by myself, and the risks are something I accept. Blaming others only keeps oneself stuck in the role of a victim. Only when I dare to take responsibility and reflect on myself can I truly grow in this crypto market.
A wallet believed to be associated with Chun Wang just withdrew 9,000 $ETH ( ~$17.86M ) from #Binance 8 hours ago and brought it into Aave . Currently, this wallet holds a total of 79,818 $ETH ( ~$158.72M ) .
The move to transfer to Aave is often for borrowing/staking or capital optimization, so it leans more towards continuing to hold rather than selling immediately .
A whale has shown signs of offloading approximately 4,500 $BTC ( ~$295.5M ). NYDIG has transferred this $BTC to parties such as Wintermute, Cumberland, FalconX, B2C2 Group, and Galaxy Digital about 8 hours ago — likely to distribute into the market.
Such transfers through market makers are often a preparatory step for gradual selling, limiting too strong an impact on the price.
However, given the considerable scale, it is still necessary to monitor the market's short-term reactions.
Social data shows some stories that traders are particularly interested in at the end of the week:
Sacks leaves crypto-related role David Sacks has temporarily stepped down from the position of "crypto/AI czar" after reaching the 130-day limit. He will transition to a scientific – technology advisory role and stated outright that crypto will no longer be a main priority. The market sees this as a sign that crypto is being deprioritized in policy.
Risk-off sentiment returns
The market dropped significantly in the final session of the week, with both tech and crypto under pressure. Money flows are becoming much more defensive as many funds begin to reduce positions and manage risks tighter. Concerns about interest rates, yields, and macroeconomic factors are weighing heavily.
Geopolitics + technology causing disturbances
Escalating tensions in the Middle East are creating instability in market sentiment. Additionally, issues related to AI and security are also putting pressure on the tech group. $BTC is affected by both macro factors and risk-off money flows. The memecoin story returns
Some narratives like "Memescope Monday" are being pushed on social primarily by retail and KOL. However, this type of hype is usually short-term and more speculative than a lasting trend.
Trend of holding cash and earning yield
Many people are beginning to prioritize holding cash or stablecoins instead of going all-in. Large money flows are shifting towards income-generating strategies like yield or options rather than just holding and waiting for price increases.
Overall: the market is leaning towards defense, with money flows choosing to stay out or find ways to be "safe and steady" rather than aggressively trading like before.
Will gamefi return after a long time sinking into oblivion.
Discovered a fresh whale has gathered 1M $AXS from Binance last night. Amid thousands of projects, it is certain that $AXS something new is being prepared that the whale is paying attention to.
Team $TRUMP has just transferred 6.97M tokens (~$23.18M) to BitGo's custody wallet. In previous instances, this type of cash flow is usually an intermediary step before being moved to a CEX.
If the scenario repeats, there is a likelihood that selling pressure will appear in the near future.
A whale on Hyperliquid with a PnL of over $16.39M just entered a new position.
This wallet (believed to be related to NervousDegen) has opened:
– Long 100 $BTC (40x) with a scale of about $7.09M – Long 1M $LIT (5x) approximately $982K Additionally, still holding 75.16K $HYPE (~$3.01M) in spot + staking. Still the familiar trading style: holding spot while using leverage to optimize profits — worth keeping an eye on the next moves.
A whale just withdrew #Binance and bought 9.14M $FET (~$2.34M) along with 462,344 $UNI (~$1.72M). Such a withdrawal of coins from the exchange and accumulation of assets usually leans towards accumulation.
$TAO just had a strong breakout up to the $365 region, increasing nearly 25% in 24 hours — just the style of "breakout and run".
This is usually the first high price area after breaking out, so seeing a reaction here is completely normal.
In fact, not surpassing it immediately on the first test is a good sign. A better scenario is that the price holds the old resistance area as support, accumulating above and gradually absorbing the selling pressure before continuing to push up.
Strong trends usually do not go straight up and will need time to "rest" to build momentum.
The most important thing right now is to hold the upper region — if this can be achieved, there is a possibility of another wave.
HunterCapital
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$TAO is experiencing quite a strong upward trend.
Prices are rising along with expanding OI, and the net Long positions are at their highest level since May of last year — indicating that capital is actively participating, not just prices being pulled up.
However, the downside is that this area is starting to get crowded.
When prices rise alongside many new Long orders, it could continue to push prices further. But if the momentum slows down, this level of positioning could quickly become a reverse pressure.
The current trend remains positive.
It's just that in this area, maintaining high prices is very important — otherwise, the likelihood of a quick “reverse dump” will come quite fast. {spot}(TAOUSDT)
– The whale "0x96d" just deposited $2M $USDC and increased its position to 427,851 $HYPE with a total purchase value of about $15.08M at a price of $35.24. Currently, this position is valued at approximately $17.2M, temporarily profiting ~$2.14M. – A new wallet "0xa58" has also just deposited $2M $USDC and purchased 51,850 $HYPE at a price of $38.57.
The inflow of funds is still continuing — indicating that buying pressure shows no signs of stopping.
Prices are rising along with expanding OI, and the net Long positions are at their highest level since May of last year — indicating that capital is actively participating, not just prices being pulled up.
However, the downside is that this area is starting to get crowded.
When prices rise alongside many new Long orders, it could continue to push prices further. But if the momentum slows down, this level of positioning could quickly become a reverse pressure.
The current trend remains positive.
It's just that in this area, maintaining high prices is very important — otherwise, the likelihood of a quick “reverse dump” will come quite fast.
HunterCapital
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$TAO is showing quite clear compression signals. {spot}(TAOUSDT) The resistance zone $302 is continuously being tested while the lower peaks are pushing the price up.
The more pressure there is without strong selling force to push down, the higher the likelihood of a breakout.
If $302 breaks and holds above, there is a high chance of a rapid and strong run immediately after.
The first small transactions from wallets related to the team have started to be transferred to the exchange.
Currently, about $300K has been sent out and there is still about $200K worth of tokens in the wallet.
If there continues to be more cash flow from other wallets coming to the exchange, selling pressure may increase in the short term — so keep monitoring.
TOTAL3's current view is quite "unpleasant" but if you look closely, this structure is not like the previous cycle.
Sub-accounts are still losing, but the main issue is that the market has never had a clear macro explosion.
In the previous cycle, altcoins experienced a very strong surge before dropping deep and entering a prolonged accumulation phase. This time, the price only touched a major resistance area and was rejected, with no sufficiently strong breakout to confirm a complete bullish cycle.
Therefore, although many are still incurring losses, the actual level of damage is not as "devastating" as after a true cycle peak.
A market that fails before it has a chance to explode typically does not need to drop as deeply as a market that has gone through full hype.
This does not mean altcoins are bullish—most may continue to remain weak in the coming time, especially low-quality projects.
However, if looked at from a broader perspective, the current structure resembles a macro uptrend that is more suppressed than a completed cycle peak.
And since the breakout has never truly occurred, there is also a possibility that this accumulation phase will not last as long as the previous cycle.
To be honest, looking at Q2 of @SignOfficial I feel the vibe is completely different from Q1. Before that was building narrative, opening OBI, open-source… and now it’s like: ok, it's time to bring it into real life. The thing I notice the most is the Super App expected to be released in May. If the timeline is correct, this is almost the first time Sign has a product that regular users can use directly — without needing to understand too much about crypto. It’s like identity, wallet, verify… all gathered in one place. If this app runs smoothly, the adoption story will be much easier to discuss.
@SignOfficial : Orange Dynasty – a social network without algorithms where identity & contribution reign
Orange Dynasty is not just a social network; it is attempting to build a “social layer for Web3” where identity + contribution are more important than algorithms.
The most notable difference: there is no algorithmic feed. You see everything in the Townhall without reach being throttled or viral content being prioritized → those who contribute genuinely will get noticed, not those who “know how to get views”.
The app revolves around 3 main things:
Identity on-chain (SignPass, badge, role) → build real reputation Value-driven engagement → earn Oranges through posts, comments, and supporting others Social + earning intertwined → good activities can be converted into $SIGN
The interesting part is that the team is trying to push the community from “farming airdrops” → to build & genuinely contribute (anti-farming, prioritizing quality users, adding mini-apps for builders).
If on the right path, Orange Dynasty could become a type of “Web3 townhall” where you not only scroll through the feed but also build identity, earn rewards, and engage long-term with the system.
Social data on crypto platforms currently shows some quite clear trends.
The topics being mentioned more often are Trump and AI Agents — attention is shifting back to macro and technology factors.
At a neutral level is the accumulation story $ETH , inflation, and ETFs, with no significant fluctuations in interest. Conversely, narratives like tariffs, altseason, memecoin, and RWA are significantly cooling down.
Overall, the market is shifting focus away from short-term speculation and returning to bigger stories.
Insight: Mainnet Midnight is 'counting down' – and this time it seems real
If you have been following @MidnightNetwork in the past few days, you will see a quite clear pattern: the team continuously uses the phrase 'just around the corner' + emoji 🕛. It sounds familiar, but this time is different — the frequency is high + the timing close to the end of March makes it feel like it’s no longer hype but a pre-launch signal. Federated Mainnet (Kūkolu) is expected to launch at the end of March 2026. This is important because this is the transition from testnet → a real transaction environment, staking NIGHT, and actual dApp privacy operations.
Midnight City is doing quite well at something that many ZK projects have failed at: turning complex technology into an experience that is immediately understandable.
Now supporting mobile, you can see AI agents trading, creating ZK proofs that convert shielded/unshielded → like “privacy operating in the real world,” without needing to know code to understand.
The interesting thing is: this is not just marketing. It’s like a sandbox that helps both devs and new users understand how tokens (fungible/non-fungible) work with ZK — and why it’s different from Ethereum.
If @MidnightNetwork continues to push demos + tutorials, the onboarding capability will be significantly stronger. #night$NIGHT