Everyone is waiting for a bottom that already happened. Bitcoin is up 22% in thirty days, Solana 36%, Solana TVL 25% and DEX volume 43%. Here is the on-chain case, and the level that kills it.
Skyworks lost six points of its largest customer and 18 percent of its net income. What customer concentration actually costs, and why it never shows up on the revenue line first.
ZEC crossed $1,000 for the first time in eight years and ZCAT launched on Solana denominated in ZEC. One of these is an institutional flow story. The other is a structural change in how tokens launch.
