Behind the video
XRP HYPE 🚨 BUYING EVERYTHING I CAN RIGHT NOW!
Overall Thesis
XRP is positioned for bullish continuation with a retest of the 50 EMA expected within 1-2 weeks despite recent regulatory setbacks, while other altcoins like HYPE show stronger momentum.
Narratives
XRPXRPStock Moe remains bullish on XRP despite it sitting well below its 2018 high, pointing to the weekly candle structure and an expected retest of the 50 EMA. He acknowledges regulatory uncertainty around the Clarity Act as a risk but says the ledger upgrade bringing native lending keeps his bullish stance intact.
Key Arguments
- Weekly candle crossing the 5/13 consolidation and pushing toward the 50 EMA
- Ledger upgrade v3.4.0 brings a native lending protocol pending validator voting
- SEC/CFTC now dictating direction after Clarity Act stalled
Risks acknowledged
- Washington DC could still change everything - it's not dead, but it's stalled
- Clarity Act failed and amendments are only open for validator voting, not active yet
Predictions (1)
"I am expecting it to retest the 50 EMA here within the next, I'd say, week or two. That's 151 152."
HYPEHyperliquidStock Moe is heavily bullish on HYPE, citing a new all-time high made despite a large token unlock, institutional and whale accumulation, and strong on-chain revenue from native lending. He believes further US regulatory acceptance of perpetual trading could significantly grow HYPE's market cap over the next 1-3 years.
Key Arguments
- Absorbed a 9.92 million token unlock and still made a new all-time high
- Large wallets and an a16z-linked institution accumulating tens of millions of dollars worth of HYPE
- Native lending went live with $269 million borrowed on day one and $696 million annualized revenue
- Moved past Dogecoin into the top 10 crypto assets by market cap
Risks acknowledged
- Reversals are real and could go the other way
- US regulatory approval for perpetual trading is not guaranteed
Predictions (3)
"I think it can get up to 80s if the US opens up, but that won't happen for another 6 to 18 months."
"I honestly believe seeing hyperliquid if it gets accepted in the US as perpetual trading is illegalized and allowed in here and they are leading it this thing will catch up to XRP in terms of market cap."
ETHEthereumStock Moe is bullish on ETH, pointing to lower transaction fees, institutional infrastructure investment via S&P Global's acquisition of OpenZeppelin, and low exchange balances that could fuel a liquidity squeeze. He flags spot ETF outflows as a notable risk despite the price holding up.
Key Arguments
- Fees collapsed about 87% to roughly 9.5 cents per transaction
- S&P Global acquiring OpenZeppelin signals institutional money buying Ethereum infrastructure
- Exchange balances at multi-year lows could create a liquidity squeeze if buying picks up
- Reclaimed all four moving averages with weekly RSI at 62
Risks acknowledged
- ETH spot ETF saw outflows this week even as price rose
Predictions (1)
SHIBShiba InuStock Moe holds SHIB only as a small speculative 'flyer' position, acknowledging it is the weakest chart of the four he covers with neutral RSI. He is looking to add to the position but treats it as a high-risk, high-reward bet rather than a core holding.
Key Arguments
- Treated as a small speculative flyer position rather than a core holding
- Weakest chart out of the four assets discussed with neutral RSI
Risks acknowledged
- High risk - 'if they go, they go big, but they also drop big'
Hedges & Caveats
- Acknowledges regulatory uncertainty with Clarity Act failure
- States 'I don't know' regarding weekly candle closure
- Notes market often reverses expectations
- Mentions SEC and CFTC regulatory control ahead
- Describes analysis as technical observation rather than guaranteed outcome