Ethereum: 0x163f8c2467924be0ae7b5347228cabf260318753 $ORBS $BMNR For me, the primary asymmetric thesis pending for 2026 remains PoH (Proof of Human) and $ETH Ethereum (Bitmine). It’s a fact that semiconductors $SOXX have already risen significantly and, in my view, are now clearly in a macro top distribution zone. You might be wondering: if semiconductors are already correcting, doesn’t that pull the PoH and RWA tokenization sectors down even further? The answer is no—it’s not declining proportionally. In fact, it’s holding up well. If you analyze the chart of $ORBS (Eightco Holdings), which has suffered the most recently, and especially the price patterns of $ETH (Ethereum) treasury companies like $SBET (Sharplink Gaming), you’ll notice a massive descending wedge of approximately one year (365 days) of brutal time-based capitulation (Bear Market). In other words, this is the current macro accumulation zone with institutional interest. I recently became bullish because of these factors. In the crypto market, moves happen quickly: just 30 to 40 days of upward momentum can capture major moves. Currently, market consensus is extremely bearish. And when the majority remains bearish, that concerns me. With that said, I remain steadfast—but I’m positioned on the opposite side of the herd. I suggest monitoring market movement through mid-August, watching for stablecoin dominance (STABLE.C.D) to signal declining volume and a downward crossover on the weekly stochastic (1W): https://t.co/3sLJqbdlVc Wishing you success.