Tom_Tucker

RWA has been the top crypto narrative of 2025.
#RWA delivered ~186% YTD, outperforming L1s (~80%) and “Made in USA” projects (~31%), while #DeFi and #Solana narratives lagged.
Institutional adoption + clearer regulation are shifting capital toward real utility over hype.

Nearly 85% of tokens launched in 2025 are trading below their TGE price. That’s not just bad timing, it’s a clear signal.
In bear markets, new launches almost always underperform: liquidity is thin, risk appetite is low, and hype fades fast. This isn’t new, but 2025 made it extreme.
Lesson: most TGEs are distribution events, not bottoms. Survival in altcoins comes from narratives, patience, and selectivity — not chasing launches.

$ZEC is showing strength again. Up ~8% as privacy narrative returns and token utility expands with yield options.
Structure remains bullish while $400 holds. A break above $476 would confirm continuation toward $600–$750.

Historical data doesn’t really support the clean “gold → Bitcoin rotation” narrative.
The takeaway is simple: gold breaking out does not automatically mean capital rotates into Bitcoin. Correlation shifts by cycle, not by assumption.
#BTC #Gold

$LINK is currently locked in a falling trend channel, signaling persistent medium-term pessimism.
The price action is compressing between key structural levels:
Support: $11.60
Resistance: $13.40
Current Trend: Technically negative; the bearish channel remains dominant.