ADA is cooling, but it is still the filter
The daily take
ADA is cooling, but it is still the filter.
Fear & Greed is 28, still Fear, mija. This is a bounce inside caution, not full confidence.
ADA is still the clean liquid-alt filter: up 6.7% in 24 hours and 12.1% on the week. But the majors are not giving a full permission slip. BTC is only up 0.6% today and still down 3.0% on the week. ETH is up 1.1% today and down 4.0% on the week. SOL is green today, red on the week.
DeFi flow is loud but small: Rhino.fi TVL jumped 70.4% to $3.0M, Cronos zkEVM Bridge jumped 69.7% to $19.1M, and Meteora DAMM V2 jumped 31.8% to $27.9M. Coldcard exploit headlines keep custody risk live.
Medium, carry-forward, provisional. ADA is the first filter. Bridge flow is the watchlist. Custody risk is the seatbelt. Confirmation beats chasing, no cap.
Follow for the next clean shift. Keep the watchlist sharp, bestie.
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