Don’t sleep on macro. The tariff pause extension could be the silent catalyst for this altseason And this is perfect for the pre-TGE projects too. Something like Somnia or MegaETH benefits a lot here. 👇(1/3)
EricF
EricF27.7.2025
gm. the noise is loud right now: crypto trends, tokens, AI, memecoins, ETH ETFs, “learn this new tech today” hype. but here’s what actually matters. If you’re a tech student or early builder and feel overwhelmed, you’re not alone. Everyone’s telling you to learn everything, DSA, Web3, AI/ML, blockchain, ZK, full stack, DeFi, etc. But the reality is: the people who win are usually the ones who go deep, not wide. That;s why, I always stay in your lane, if you want to do yapping, yap about Injective or polkadot or Infinit, just do it... “Stop jumping around just because someone else looks like they’re ahead. Focus. Finish one damn thing properly.” Pick 1–2 domains that excite you and have visible market demand. Go deep. Build. Ship. Join communities. Most importantly: stick with it long enough for it to compound. Jumping too much resets the clock every time. Ignore performative outrage and signal-chasing. Nobody in your office is rewarding you for chasing every trend. Focus on refining core skills that get you paid, make you irreplaceable, or position you to build your own thing. “It may be cool to hop on every narrative, but very rarely does it transfer into dollars or career success.” Meanwhile… the crypto market is doing what it always does: rotating. Institutional flows are back, ETH ETFs saw $453M in inflows on Friday alone. Total ETF AUM is now $20.66B. 16 straight green days. Even BlackRock’s filing to stake ETH (with ~3.5% yields) is a signal: institutions want yield. BTC ETFs added another $226M. YTD crypto inflows are $60B, up 50% since May. But the biggest narrative shakeup? Joseph Chalom (ex-BlackRock) just became co-CEO of SharpLink Gaming, a treasury-backed Ethereum infra firm. (and $SBET is always tokenoized stock with @injective now tooo) There’s no clearer tell of conviction.
The 90-day tariff pause between the US and China just got extended again. It’s not something most people in crypto are watching closely, but for me, it’s actually one of the more underrated macro triggers right now. Especially for altcoins. For the more established players like Injective, Peaq, Polkadot, this is the kind of relief window they needed. These aren’t narratives waiting to be built. They’ve shipped, they’ve been developing, they just needed macro to stop choking liquidity. Now they get to move again. Meanwhile, NFTs are probably going to be the last to feel this. 0n1Force, Apes, others like them, I think they’ll only catch rotation after people have already printed gains on altcoins. Same pattern as before. NFTs pump after everything else gets a run. The extension itself is big. US dropped tariffs on China goods from 145 percent to 30 percent. China dropped theirs from 125 to 10 percent. That’s not just headlines, it’s real macro easing. Less inflation pressure, stronger trade flows, more confidence. That creates a green light for risk-on behavior, and crypto is one of the first beneficiaries. It’s not permanent though. The deadline is now set for October 25. If no deal is made by then, everything could snap back hard. Tariffs return, volatility spikes, market sentiment turns again. So the rally window is open, but it’s not open forever. So either bull run starts then or we don't start at all (2/3)
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