Donny John

well we've seen ZEC take the lead on strength vs majors in this selloff. hype is still doing great and near/vvv have lagged a bit over the afternoon. https://t.co/aKQZp8Wze4

i think we're seeing some alts get a little bit too euphoric given majors continued weakness. hype has pulled back pretty significantly and lost a lot of it's ltf momentum vs majors as the day's gone on. We're seeing hype start to converge with majors performance and vvv/zec/near

in terms of specific coins i think sol is actually still kind of a sleeper. ansem has ditched it completely, v few people are bullish on it but starting to wake up to the trade. i think zec prob makes new highs too. hype i think suffers from good trader syndrome where the whales

$NEAR v strong today, LTF was getting spot bid while everything else was selling off. https://t.co/qlevNcntXc

spot twap looks maybe done, equities still chadding. longed $NEAR again from 2.6

pretty bullish $NEAR but we're seemingly bumping up against some passive supply at a htf level after a meteoric rise. https://t.co/cJ8Kn5ED6M

$pengu going kinda ham ngl. others like $pendle, $resolve (whatever tf that is), $fartcoin etc. also looking decent. think if we get a pullback on pengu i'm a buyer (though may have to topblast, we'll see). was a big korea coin and hopefully koreans are swimming in kospi cash ht