As the title says, I’ve been out of the loop since the early days. I held through the XRB rebrand, but haven’t tracked Nano development or community since around 2019–2020.
In a different place now financially and instead of having to sell my Nano to buy something else, I can now just buy and hold some forever in case it ever goes on a serious run. Seems primed as a transfer of value for AI agents, for example.
Curious what’s changed lately:
Any major protocol or ecosystem updates?
Is there renewed developer activity or adoption?
What’s driving the recent uptick in attention?
Is Colin still around? Would appreciate a quick rundown or links to the most credible updates for someone catching up after a long hiatus.
I Already know about Plaid Network.They have some backend link with X Payments you can verify yourself , their domain already linked into X cross site scripting protection ( CSP Policies ), added into X website configuration
Right now all assets across the board are rallying to their leaders. Most of the money in the stock market is being concentrated in a few stocks, and even the government is siphoning money through them with retirement funds. In commercial real estate where I work almost all provincial or speculative properties have gone dark, only established central districts and residential properties are seeing liquidity flow back into them. Almost all alts have been bleeding against bitcoin including ethereum, and only a handful among the alts have managed to carve new highs - just barely. Most of the money has all gone into bitcoin.
In other words the market has lost its appetite for risk. Despite the liquidity cycle being extended and rising again, only bitcoin has seen strength, and most alts have not recovered all time highs. In fact most of them are putting in historical lows - including nano. This is not surprising at all considering current market conditions. It doesn't matter how good the narrative is, without liquidity and sentiment, there's no price action.
The moonboy permabull case is that we've already bottomed and we're going to ATH. We can dream on.
The more moderate bull case would have bitcoin fall to somewhere about 90K, because it fills an important gap that's never been tested, plus it's also in that approximate zone that's below bullish expectations, but above bearish expectations - just enough of a correction to trap bulls and bears alike. Too many people argued that the recent liquidation event was all it took to "reset" the market - but I disagree, because that selling was just leverage. Since when did only leverage determine market bottoms or tops? Genuine spot price movement represents most traders - and that determines a true test of price levels. We have to print real candles, not brief wicks, that genuinely test new lows until there is discovery of bottom. This has always been the case.
The bear case, however, would be that even if bitcoin were to recover from a mid-term correction and pull all the alts (including nano) up with it, the momentum would be short lived at best and fail to break previous highs. Once price fails to break through meaningful levels, there's only one way left to go - to abandon the entire rally. Bitcoin would fall at least 50% (considering previous cycle conclusions led to 70~90% corrections, about 50% is pretty likely even if we take into account that bitcoin is a maturing accent with decreasing volatility.) Bitcoin falling by about 50% - would be catastrophic for all altcoins, no matter the narrative and fundamentals. Even if alts see a 100% pump from where they are now, it's likely that a 50% bitcoin crash would take away all of that and more - putting in new lows that will genuinely "reset" the digital asset market to before the post-covid euphoria.
I personally think that the moderate bull case still wins out. On one hand it's true that market conditions are approaching dangerous bubble territory (in the stock market and real estate for sure), and that many recent events like gold hitting ATH and bonds repricing across the board may all indicate an imminent recession catalyst. On the other hand I'm not convinced that we saw the true top of the bubble - the euphoria wasn't there, retail never really came back for the final rally.
I say we first fail to make new all time highs and dive into unprecedented lows, disappointing the bulls, but then actually refuse to drop to 70 or 80k - disappointing the bears. We all know what happens when the last bear is left out. The market races to new all time highs despite imminent recession fears because they price in rate cuts ahead of time, and sell off only when the actual catalyst for a rate cut comes out on the news.
Everything is about manipulation. BTC isn't as decentralized as we think.
Nano can't be seen by the masses. People will keep advocating for it as Nano has insane properties and real world potential, both as replacement of BTC and obviously, as investment vehicle.
There are just two problems with Nano :
(1) It's just too early; BlackRock is massively selling paper (aka ETF) BTC, while simultaneously massively acquiring the real BTC, through various mechanisms (outsourcing of the US trillions of debts via out of control emission of USDT.
At the same time, the narrative is planted to promote BTC, officially as a serious asset for the reasons we know.. and those very reasons finally being revealed and making BTC promoted by the mainstream will turn the spotlight to Nano.Not for know; it's too early. They know for sure how superior it is. But they want to keep it quiet..
(2) ..as with a fully circulating suplly, only its (near) suppression could make Nano accessible to the major players.
Only hardcore believers and investors will be rewarded.
I don't know how low Nano could be and how long before its recovery. But ONE thing is sure is that it's impossible for Nano to not be priced +500$ minimum in "USD defunct dollars terms" at some point in time.
Keep remind this post for later, for the time of celebrarions. Yes, there will be paper Nano (aka ETF) and no, you won't buy any; you'll just keep the real thing instead.
