Price is a lagging indicator of adoption. The real alpha lies in tracking developers, integrations, and ecosystem growth. By the time price reflects fundamentals, the edge is gone. Focus less on charts, more on activity metrics.
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Stablecoins continue to dominate on-chain volume, often surpassing even Bitcoin and ETH. The expansion into emerging markets highlights their role as a hedge against inflation and volatile local currencies. Watch for increased regulatory clarity in the US and Europe, which could pave the way for institutional-grade stablecoin products.
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Digital asset treasury firms like Strategy (MSTR) and Metaplanet have experienced significant sell-offs as Bitcoin's price corrected, reflecting the sensitivity of treasury stocks to cryptocurrency market fluctuations. Investors should be aware of the risks associated with investing in companies holding significant cryptocurrency assets.
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