ADAUSDT
Cardano / Tether USD
crypto Composite

Would be nice if ADA would finally see some upwards action, but that's more hopium than probability...

Seeing that this post is few days old and if you already invested, you have my condolences. I just put in a buy order for $1000 as well, and my order is in BTC, ETH, SOL, XRP, ADA, and TRX. It's already down to $990. I may put in more as it goes down.

I will continue with my thesis that what we've seen from 2024 through now has been a super protracted version of the market of 2019. Each high we had; Q1 '24, Q4 '24 and late September/early October of 2025, has been off complete apathy and very little euphoria. The market sentiment of these highs were very similar to the 2019 bull market high and the pattern we can see with all of these was that they were entirely BTC driven, with alts really doing little more than just tagging along. The common variable here is that all of these market highs occurred during QT, quantitative tightening, whereas with bull markets like in 2021 and 2017 they occurred during QE, quantitative easing, where we saw alt seasons.
Going back to the comparison to 2019, we topped in July of that year and QT ended in early September. We then went into a mini bear market that bottomed out around November into early December, where we chopped around for a couple months before showing some life again in February. However, in March we did see the massive COVID sell off, but quickly rebounded out of this range by April-May of 2020. This was a rare black swan event that was a glitch in the market and really not something I look too deeply into.
In 2025 we saw a top with BTC in early October and 2 months later in the beginning of December we saw the end of QT, very similar timing and market conditions to that of 2019.
As I'm writing this, BTC is now getting very close to it's 200 week moving average, just under 60k, and alts are at the levels we saw before the 2024 presidential election and even where we were in 2023.
ETH is under 2k, ADA under 30 cents, Chainlink at $8 and Solana at $80. Massive discounts across the board here with regards to $.
ETH is trading under .03 to BTC and ADA is trading at cycle lows to BTC at just under 400 sats, which was the lows we saw with it's BTC pairing in late 2017 before and through the 2nd half of 2019 leading up to the 2021 bull market.
My plan-
I personally was not expecting this to sell off to be so fast and so hard, but I now believe that we are very near or even at the bottom right now. It's totally possible we could hit the 200 week moving average for BTC, which is less than a 15% drop from here, but I do NOT think this will take the remainder of the year to play out. I am loading up heavily on BTC right now but also been adding a bit to some of my alt positions and plan to accumulate steadily from here.
Where I see this heading-
As mentioned, I do not think this year is going to play out like 2022 and 2018, where we slowly grind downwards and spend months or even years doing nothing. I believe we are either at or very close to the bottom right now and spend the next 2-3 months or so in this range, very similar timing to that of what we saw in latter part of 2019 into early 2020.
With the end of QT, soon QE AND with a new fed chair coming in later in May, I think the 2nd half of this year is going to be quite interesting to say the least. I especially think the 2026 election season is going to be very similar to what we saw in 2024 potentially given all the talks about stimulus checks, etc. I just do not see us being in a market where do little to nothing over the next 2 years or so leading up to the 2028 halving given how low everything is as I'm writing this.
My advice to others- You are getting insane discount bargain basement prices right now and should be accumulating. Could it drop further from here, sure, but it makes no sense to completely sit on the sidelines waiting for a potential 10-20% that may or may not even come. Imagine debating back and forth in 2019 if you should buy BTC at 7k thinking it could go to 5k or 3k, given enough time it becomes completely irrelevant and doesn't even register on the chart when you zoom out.

January was packed for the Stellar ecosystem. ZK infrastructure, synthetic assets on mainnet, institutional futures, tokenized bonds, and a wave of new integrations. Here's everything that happened.
---
## Protocol 25: Zero-Knowledge Comes to Stellar
P25 introduces privacy infrastructure to Stellar via zero-knowledge cryptography. Key additions include native BN254 elliptic curve support (the most widely used curve in today's ZK ecosystem, powering privacy pools, Starknet, and ZK Email) and Poseidon hash functions optimized for ZK proof generation.
This means existing ZK applications on Ethereum and EVM chains can now migrate to Stellar more easily, unlocking lower-cost ZK contracts and connecting Stellar to the broader zero-knowledge ecosystem. Mainnet vote passed January 22.
---
## Normal Finance Launches Synthetic Assets on Mainnet
Normal Finance went live on Stellar with a synthetic asset protocol built on a Long-Short Pair model instead of debt pools. Users deposit USDC, which mints both a Long and Short token. Collateral rebalances programmatically between the two. No liquidation cascades, 100% USDC-backed.
Live pairs: BTC, ETH, SOL, XRP, and ADA. Features gasless transactions via Soroban and price feeds secured by Reflector oracles.
---
## CME Group Announces Stellar Futures
CME Group is adding regulated XLM futures, signaling growing institutional demand beyond BTC and ETH. Two contract sizes will be available: Lumens futures (250,000 XLM) and Micro Lumens futures (12,500 XLM).
[CME Press Release](https://www.cmegroup.com/media-room/press-releases/2026/1/15/cme_group_to_expandcryptoderivativessuitewithlaunchofcardanochai.html)
---
## Tokenized Korean Government Bonds on Stellar
Etherfuse partnered with Shinhan Securities to launch tokenized Korean government bonds on Stellar, advancing tokenized sovereign debt access across Asia.
[PR Newswire](https://www.prnewswire.com/news-releases/etherfuse-and-shinhan-securities-partner-to-advance-tokenized-sovereign-debt-access-across-asia-302665494.html)
---
## Franklin Templeton Adds Intraday Yield on Stellar
Franklin Templeton's Benji platform launched a patent-pending "Intraday Yield" feature, enabling second-by-second yield calculation and distribution for tokenized securities on Stellar.
[FTDA Announcement](https://x.com/FTDA_US/status/2018368824249389296)
---
## SLP-4 Upgrade: Soroban Gets a Major Boost
The SLP-4 upgrade significantly expands Soroban's capacity: 4x instruction limit increase (enabling complex invocations like Noir verifiers), 2x ledger limit increase, and roughly 4x reduction in non-refundable resource costs.
[SLP-0004 Details](https://github.com/stellar/stellar-protocol/blob/master/limits/slp-0004.md)
---
## SCF v7.0 & Builder Support
The Stellar Community Fund v7.0 launched with faster funding paths and smarter project support. Tracks include Open Innovation, Integration, and RFP, plus referral links. The SCF #41 Build Award deadline has been extended to February 8th.
[SCF v7.0 Blog Post](https://stellar.org/blog/developers/introducing-scf-v7-0-faster-paths-to-funding-higher-quality-projects-and-a-smarter-way-to-build-on-stellar)
---
## Real-World Adoption
- **MoneyGram** now supports Stellar stablecoins in its Colombia app via Crossmint. ([Announcement](https://x.com/MoneyGram/status/2018758664560181391))
- **FreedomPay Wallet** went live with MoneyGram integration, aiming to empower people in rural Africa. ([Announcement](https://x.com/FreedomPayWalet/status/2016248686687158558))
- **Decaf** added bank withdrawals for Chile and Bolivia. They also helped the IAS Conference in Rwanda distribute funds to 248 international scholarship recipients over Stellar. Bogota + UNDP are piloting digital dollar transfers for minimum income support using Decaf. ([Article](https://medium.com/@Decafpay/how-the-international-aids-society-used-stablecoins-to-revolutionize-global-scholarship-payments-7747ff6e01c3))
---
## New Tools & Integrations
- **OpenZeppelin** launched a [Stellar Contract Role Manager](https://x.com/OpenZeppelin/status/2016917118525034644) for standardized access control
- **xBull** launched [bUSDC](https://x.com/xBullCorp/status/2014753267691966973), a tokenized vault earning Blend yields while keeping stablecoins liquid
- **Hana Wallet** announced [Hana Earn](https://x.com/hanawallet/status/2010802359149154433), USDC yield powered by Defindex
- **Atomic Wallet** added [Stellar support](https://atomicwallet.io/stellar-wallet)
- **Templar Protocol** announced [full Stellar wallet support](https://x.com/TemplarProtocol/status/2015837521414955482). Borrow against XLM, BTC, or RWAs without bridging
---
## Community & Growth
- **Drips** Wave 1 launched
- **Growth Hack Cohort 1** kicked off with Rozo leaderboards, Soroswap Earn + Raffle, Allbridge quests, and referral bonuses from Myaza and Seevcash. ([Details](https://x.com/lumenloop/status/2014895004062187702))
- **Chimp** launched its [iOS app](https://x.com/Chi_m_p/status/2017976240125485140) for smart Stellar merch (first partner: Paltalabs)
- **Dogstar** launched [Mylab](https://x.com/dogstarcoin/status/2013221392435621945), a gamified DeFi learning platform
- **Beans** launched an [earn-on-referral challenge](https://x.com/BeansApp/status/2016798472654238150)
- **Rails** ($4B total volume) is [launching institutional vaults](https://x.com/sat_bam_/status/2019075351859634657) on Stellar
---
## Aquarius Governance
Proposals 123, 124, and 125 aim to replace automatic downvote immunity for tokens paired with major assets with a merit-based or whitelist-first approach. Worth watching if you participate in Aquarius governance.
[View Proposals](https://aqua.network/governance/?filter=all)
---
## What's Ahead
- Stellar ZK Gaming Hackathon starts February 9
- Stellar at ETH Denver: Gaming Night
- Full 2026 Roadmap publication confirmed by SDF's Denelle Dixon during the recent [Stellar AMA](https://www.reddit.com/r/CryptoCurrency/comments/1qomlmz/stellar_ama_payments_rwas_smart_contracts_and)
[Lumen Loop Events Calendar](https://luma.com/lumenloop)
---
This recap was covered in full on the January Stellar Ecosystem Roundup Space hosted by LindsayPoss, rawritude, and iamjayrome. [Listen to the full recording here.](https://x.com/i/spaces/1MnxnPDzVqBGO?s=20)
Follow Lumen Loop to stay up to date with everything happening across the Stellar ecosystem.

> Turns out cycle boys were right all along.
You led noobs off a cliff
> With these prices already, things are getting clearer for 2025: **(Nov 2024)**
> - ETH to $5K looks very realistic now.
> - **DOGE** should **easily get past $1** this time.
> - **SOL to $400** is too conservative.
> - **ADA** could match its **ATH**.
https://np.reddit.com/r/CryptoCurrency/comments/1goeu1f/daily_crypto_discussion_november_11_2024_gmt0/lwnpbmg/
> I started doing an inverse r/cryptocurrency about 3 months ago, when everyone was fudding any alts not called SOL. **(Nov 2024)**
> So **I started loading up on alts**. I got just a few of the many that people here were shitting hard on: **ETH, ADA, ATOM, DOT.**
https://np.reddit.com/r/CryptoCurrency/comments/1gmwzf3/daily_crypto_discussion_november_9_2024_gmt0/lwbu2u2/?context=3
I was honestly expecting alt season not to kick off until summer 2025. **(January 2025
)**
> But seeing how we've already had a really nice pre-alt season rally in 2024, **I think alt season could kick off early.**
https://np.reddit.com/r/CryptoCurrency/comments/1hxr73a/daily_crypto_discussion_january_10_2025_gmt0/m6bhx9w/
> The fact that **Bitcoin maxis are pushing this narrative** so hard, and are becoming so confident **that alt coins are dead and won't rise, is a signal that I should probably start loading up on alts instead of waiting for a bigger dip.** **(February 2025)**
> You can literally see in the chart that alt coins have always lagged behind. So it hasn't done anything much different so far.
> In every bullmarket Bitcoin pumps first, and alt season comes later. It's nothing new.
https://np.reddit.com/r/CryptoCurrency/comments/1ik9pg4/daily_crypto_discussion_february_8_2025_gmt0/mboo654/

Imagine having an asset like ADA, bought perhaps at $2-$3, that is now hovering 90% below its long-standing highs. It's not nice to still have an asset that's worthless.

I am stacking ETH,XRP,SOL,ADA,LINK,XLM like crazyyy ! Pls sell moree I want more Fear in the Market...

This crash itself is not insane.
Insane is that shitcoins (XRP, ADA, DOGE, Zcash, etc) still have valuations in tens of billions of USD.
For example, XRP still has almost 80B (!) market cap. It is insane. Market still has to correct this.

XRP, XLM, HBAR, IOTA, QNT, XDC, ADA, ALGO are generally considered ISO-compliant. However, some of these projects seem to have more potential than others. You might also want to look into MiCA compliance.

Lol, what? If you think BTC is vulnerable whats gonna happen with all the alts (except ADA 😎)?

bruh i got 2k in ADA and now its worth $500

Cardano (ADA) & the Non-Commie Layerverse | Cardano Rumor Rundown #791 - Army of Spies

I think the problem is that the value of cardano as displayed by the token (ADA) does not match up with what Cardano, the block chain tech, appears to be accomplishing. Right now it is especially bad with someone REALLY twisting the screws regarding crypto and stocks across the board.

I did something similar and then panicked when I finally logged back in. From what I understand, Cardano staking is non custodial, so the coins never leave your wallet and there were no forced migrations you had to do just for holding and staking. As long as you still have your recovery phrase, the ADA should be there when you reconnect, even if the wallet app itself needs an update. I would still double check official Cardano docs or community posts before touching anything, just for peace of mind. Curious how many people have old wallets they are low key scared to open.

All the people who bought undervalued Alts in the 2022 bear market are rich now /s
> Polkadot (DOT) is incredibly undervalued. (DOT $24)
https://np.reddit.com/r/CryptoCurrency/comments/rzx79w/polkadot_dot_is_incredibly_undervalued_tomorrow/
> Cardano's at its most undervalued price in almost 2 years, data shows (ADA $1.15)
https://np.reddit.com/r/CryptoCurrency/comments/sp2rch/cardanos_at_its_most_undervalued_price_in_almost/
> MATIC is the most undervalued project considering it’s performance (MATIC/POL $1.15)
https://np.reddit.com/r/CryptoCurrency/comments/pyttnp/matic_is_the_most_undervalued_project_considering/

Every post or tweet about ETH is bombarded with comparisons to dead chains like HBAR, ADA, and XRP, etc. The price performance of ETH reflects this. The information asymmetry in this space is massive.

What about ADA? Also keeps on printing and doesnt do well during bull

ADA, NIGHT, PYTH, (LINK)
Dont ask me why, you need to be able to see through the fog, to understand

Cardano (ADA) & the Wolves | Cardano Rumor Rundown #790 - Army of Spies

ADA never adopted USDC or USDT when it mattered. Unfortunately that ship has sailed.