This analysis breaks down the four key signals supporting our belief in an impending alt season: resilient market structure, a clear leadership rotation towards Solana over Ethereum, tangible catalysts like on-chain data and new institutional partnerships, and cooling ETF flows that are redirecting capital down the market cap stack.
In this edition of CTD, Arthur introduces a new moniker for US Treasury Secretary Scott Bessent, "Buffalo Bill," to describe his brutal yet strategic plan to solve the US government's debt crisis and reassert control over global dollar flows.
Abstract: We look again at the OP_Return policy limit issue and the related topic of storing images in the blockchain. The argument is not going away, with up to...