Overall market mood – risk-off, but not dead

Bitcoin has slipped back under the 90k USD area after failing to hold above 92–94k, extending the correction from the 126k ATH and keeping the market in a late-2025 mini bear within a larger bullish cycle. Liquidations and de-risking are still heavy, which is why almost everything on your list is -2% to -10% in 24h.

This is a cool-down / leverage flush, not a total collapse: liquidity and market cap remain high, but momentum is clearly with the sellers short-term.

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Majors (BTC, ETH, XRP, BNB, SOL, TRX, ADA, LINK)

BTC – Trading in the high-80k/low-90k band after several red days. Technically it’s in a local downtrend: lower highs from 94k+ and closing below short-term MAs. Support zone is roughly the mid-80k region; a daily close back above ~94k would be first sign bulls are reclaiming control.

ETH – Following BTC, flirting with a drop below 3k. ETH/BTC has looked a bit stronger since recent upgrades, but in USD it’s still risk-off. Expect it to mirror BTC with slightly higher beta.

XRP, SOL, ADA, LINK – All got some structural support from ETF and fund products (like Franklin’s EZPZ ETF plus separate LINK ETF narratives), which is bullish long-term, but right now they’re pulled down with BTC. Short-term structure: most are under their recent swing highs and testing support ranges; LINK especially is in choppy territory after ETF headlines.

BNB, TRX – Both are correcting but still structurally stronger than many alts thanks to their own ecosystems. Trend: sideways-down, but no catastrophic breakdown yet.

Takeaway: majors = cooling after a big year, short-term bearish momentum, long-term trend still intact unless BTC loses the low-80k zone convincingly.

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NEAR, ATOM, APT, KAS, SUI, HBAR, GRT, STRK, ASTER/ASTR, GT

These are classic beta plays: they drop harder when BTC corrects. Daily moves of roughly -4% to -10% across many of them, which fits the current volatility regime. Most are:

Trading below short-term moving averages,

Holding higher-timeframe support (weekly structure still up from 2024–2025 lows),

Volume thinning out = no strong capitulation yet, more like grindy bleed.

Narrative-wise:

NEAR, ATOM, APT, KAS, SUI, HBAR remain solid L1/L2 or infra plays with active dev ecosystems. In a renewed risk-on phase they can bounce aggressively, but right now they’re in wait-and-see consolidation.

GRT & STRK: infra / zk narratives; similar pattern – bled down with the rest, waiting for next catalyst.

ASTER/ASTR is reported consolidating slightly above support, reflecting the broader lethargy in altcoins.

GT (GateToken): exchange tokens typically move slower; it’s still a liquidity and fee-revenue proxy, so as long as volumes on Gate stay okay, GT usually holds better than pure narrative coins, though it still trends with the market.

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ONDO, CELO, CFG, AKT, OM, QUBIC, VIRTUAL, S, W, XION, GFI, BTT, RVN, ZRO, OZ

ONDO – Very mixed right now. Technically it’s under key MAs (20/50/200) after a sharp daily drop, which is bearish short-term, but structurally it still has big RWA tailwinds: new regulatory access to ~30 European countries plus earlier chart patterns (falling wedge) that some analysts think could support a big rebound if risk sentiment improves. Short-term = weak, higher-timeframe narrative = strong but crowded trade.

CELO, CFG – Both sit in the broader RWA / payments / infra bucket; they’re behaving like mid-caps: sharp red candles on BTC drops, but no new all-time lows.

AKT (Akash) – Decentralized compute narrative; high beta. Its current move is a typical 5–8% pullback day, in line with the rest of your screen.

BTT, RVN – Older high-supply coins; usually bleed harder in risk-off and pump late in risk-on. Right now they mostly act as liquidity coins for speculators, not leaders.

OM, QUBIC, VIRTUAL, S, W, XION, GFI, ZRO, OZ – Smaller or newer narrative plays, so they’re highly sensitive to BTC. In this environment they’re good for DCA only if you have strong conviction; they’re not in leadership mode.

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Strategic view for investors today

1. Trend: short-term down across almost everything; market is in a post-rally shakeout with leverage flushing.

2. Leaders to watch for reversal: BTC reclaiming 94k+ and ETH back over major resistance would likely signal the next leg up; then SOL, LINK, NEAR, ONDO, ATOM, etc., can move harder.

3. Risk approach:

Spot: DCA into high-conviction majors and 2–4 favorite narratives is safer than spreading too thin over all of these.

Futures: until volatility stabilizes, better to reduce leverage and avoid over-trading bounces; trend is still down on daily timeframe.

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