Alpha updates. 🪓

Is Ethena the “Luna of this cycle” — but with or without the crash? Let’s dive: USDe has hit $5B in supply, becoming the fastest-growing USD asset in crypto. It’s now #3 in stablecoin revenue and #4 by market cap, just inches away from overtaking DAI. Since launch, it’s handled $3.3B in redemptions, stayed within 0.5% of its $1 peg, and survived multiple BTC crashes and even the biggest crypto hack. So what’s powering this rocket? Ethena offers up to 29% APY — higher than Luna’s UST ever did. But here’s the difference: The yield is sustainable and based on structural advantages: 1. Funding rate arbitrage: Ethena hedges spot positions using futures where funding rates are usually positive. In fact, 93% of days last year had positive rates. 2. Smaller reward pool: Not everyone stakes their USDe, so those who do get higher rewards. 3. Smart capital management: Ethena shifts between different yield sources like arbitrage, stablecoin strategies, and even treasury yields — depending on market conditions. 4. Efficient setup: Their custodian setup allows cross-margining, making capital usage more efficient. Also we should not ignore the fact that Ethena launched USDtb, backed by BlackRock’s BUIDL product, adding more credibility. And yes — Ethena passed a proposal to share revenue with sENA holders So what you think, ENA is luna of this cycle with or without crash ??

we just need $BTC to chill here now around $100K and its dominance to dip below 45% .. shared a post on this below https://x.com/axel_bitblaze69/status/1921958508305457233

With $ETH rallying, AAVE’s TVL is climbing fast too. Interestingly, while the $AAVE TVL is at All-time Highs, price seems to lag. Historically though, every time TVL surges, the token follows. Dig into AAVE’s history, there could be some hidden alpha waiting to be found!

things you need to know about this US- China trade deal.. https://x.com/axel_bitblaze69/status/1921713026950172712

BTC Dominance Update BTC dominance has broken below its long-standing trendline after a sharp 2% drop. And keep in mind, the alt rally we’ve seen so far has happened just on this 2% drop. Imagine the move when dominance starts falling toward 50%, like in previous cycles. But if dominance reclaims the trendline and pushes toward 70%, alts could see temporary bleeding before the real altseason begins. Either way, altseason is loading, the only question is how soon. Stay ready.

BREAKING: 🇺🇸🇨🇳 United States announces trade deal with China.

Is Hyperliquid the new Binance? I’d say… even better. - Already more decentralized - 97% of all fees go toward buying back $HYPE Hyperliquid is now the undisputed king of decentralized derivatives: • Dominating with 80% market share • New ATH in open…

$ETH projected supply slashing to 119.9M by Mar 2026 🚀 Post-Pectra upgrade, Ethereum turned deflationary, with ETH burns outpacing issuance.

shared about $IO https://x.com/axel_bitblaze69/status/1921471048974799107

Is Hyperliquid the new Binance? I’d say… even better. - Already more decentralized - 97% of all fees go toward buying back $HYPE Hyperliquid is now the undisputed king of decentralized derivatives: • Dominating with 80% market share • New ATH in open interest: $4.9B • $5B+ in daily average trading volume In many ways, $HYPE feels like the $BNB of this cycle: • It’s the native token of the exchange • Saves you on fees • And get Airdrop for Holding the token This might just be the most important DEX narrative of the cycle.

$ETH looks strong here and for once, it's not just lagging behind $BTC, it’s starting to take the lead. - BlackRock reportedly bought 7,976 ETH (worth ~$18.9M) and is now pushing for staking ETFs and that changes the game. If ETF approval comes with staking enabled, it introduces real, yield-generating institutional demand. That’s the kind of narrative ETH has been missing. - Meanwhile, whales aren’t waiting. 138,511 ETH bought in just 48 hours that’s $337M in size. On-chain data suggests they’re front-running something big. - Combine that with $434M in short liquidations and you’ve got a clear setup: shorts got cooked, and price momentum is back. - ETH is now trading above $2400 up from And according to some data, ETH even surpassed BTC in trading volume for the first time in years.. might be exchange-specific, but it shows one thing: liquidity is flowing into ETH. - On top of that, the Pectra upgrade (live since May 7) is doing its thing. In just a few days, ~38,000 ETH has been burned, increasing deflationary pressure. It’s not a new mechanic.. it’s EIP-1559 at scale.. but the burn rate post-upgrade has spiked noticeably. Sentiment-wise… Crypto Fear & Greed Index is at 77.. that’s extreme greed. Bullish environment, yes, but also time to be tactical. These conditions often come right before mini pullbacks or long squeezes. In the end what i think now is that ETH looks incredibly good here. Institutional validation + on-chain whale accumulation + deflation narrative = a setup we haven’t had in a while. If this continues, I wouldn’t be surprised to see ETH push toward $2.8K–$3K before any real correction. Not saying send it blindly. But imo… ETH finally feels like ETH again.

i think we will see $ETH at $2.8K–$3K before we see any meaningful correction.. shared it in more details in the tweet below: 👇 Like RT ♥️ https://x.com/axel_bitblaze69/status/1921187441060311103