From Bullish Surge to Market Reset

Dear Crypto Family,

This week, we’ve observed a noticeable cooling across the broader crypto market. After a period of bullish momentum, total market capitalization has retracted slightly from its recent peak of nearly $3.5 trillion. While not a cause for concern, the shift marks a return to a more neutral sentiment. As always, we’re monitoring short-term indicators and long-term structural trends to better understand what comes next.

This week, we’ve observed a noticeable cooling across the broader crypto market. After a period of bullish momentum, total market capitalization has retracted slightly from its recent peak of nearly $3.5 trillion. While not a cause for concern, the shift marks a return to a more neutral sentiment. As always, we’re monitoring short-term indicators and long-term structural trends to better understand what comes next.

One project that caught our attention this week is CookieDAO, a protocol within the InfiniFi narrative. We’ve covered this in prior cycles and maintained a positive outlook based on its fundamental positioning. In the past 12 hours, the team launched a SNAPS program designed to rival features rolled out by Kaido.

The result has been immediate: we’re seeing heightened market activity and a corresponding spike in price performance. For those tracking sector-specific trends, InfoFi is one to watch closely as competitive dynamics appear to be catalyzing a new round of innovation and capital flow.

Last week, broader market conditions placed us firmly in the Buy Zone, with many tokens flashing bullish entries across both technical and sentiment indicators. That momentum has since cooled. We’ve now returned to a Neutral zone, signaling the need for a more selective approach.

This does not indicate an exit strategy—but rather, a recalibration. Bullish conditions are still in play on a structural level, especially with total crypto market cap still significantly above the $3T threshold. The trend remains intact, but we’re no longer in a clear-cut accumulation window.

In periods like these, the ability to parse high-quality signals from noise becomes essential. Our AI-driven tools are designed to surface objective insights without requiring constant manual monitoring. From identifying outperformers to adjusting narrative exposure, we aim to equip traders and investors with timely, research-backed inputs to navigate market transitions effectively.

We continue to monitor not only token-level movements but also broader trends around altcoin season rotation, total market cap thresholds, and the interplay between macro signals and micro narratives like InfoFi, AI infrastructure, and modular chains.

We’ll follow up as more signals trigger and as capital rotation patterns evolve. Until then, maintain a disciplined approach—and don’t let short-term volatility override long-term structure.

We’ll follow up as more signals trigger and as capital rotation patterns evolve. Until then, maintain a disciplined approach—and don’t let short-term volatility override long-term structure.

Stay sharp,
The Token Metrics Research Team

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