You might be wondering why I stopped posting to YouTube. It’s not because I forgot about Cardano, don’t believe in crypto, or stopped investing for the 100x because I definitely still do all of that. I am just running out of time with work, my business, and life. YouTube feels like a burden right now, and if it feels that way I will just wait until I can hire help, later, to make the burden less before posting again.

Some people might think I’ve given up on Cardano due to my lack of YouTube presence, but this couldn’t be further from the truth. I still hold CNTs and want to talk about why Cardano is in the best position for gains that it has been over the last few years. The spring is actually coiled up this time. Just when everyone is forgetting good old ADA, it’s ready for a move.

Cardano Price, Dominance, and Bitcoin Valuation

In order to convince you that the unthinkable is possible, let me show you what is currently happening on the ADA/USD chart. Below you can see the weekly chart which gives us a lot of indication of the macro movements of ADA. Sometimes the daily chart can get too muddy with information overload and its really healthy to take a step back and analyze things from a longer timeframe.

What’s the good in the image below?

1. ADA is above the 10, 30, & 40 week moving averages

2. ADA is executing a beautiful VCP or cup and handle contraction of price before the explosion

3. There is a clear upside potential of reward for what we are risking

Being above the 30 & 40 week moving averages is a standard stage analysis point that we’ve talked about for a while (read here if you want to refresh). Alongside price being above some key moving averages, we can see the volume at the bottom of the chart drastically pulling in as price chops to the side. This is a great sign. We do not want volume increasing as price falls or chops in a bullish environment. We want volume to push higher as price pushes higher. Notice in the zoomed in chart below how volume is drastically shrinking on these red days before huge green volume days.

When we take this into context, ADA doesn’t seem to be doing so bad. It actually seems primed for something beautiful and huge. A big price push after a very long accumulation period. Let’s continue this idea with ADA/BTC. In order for ADA to be a “good” asset to hold for price appreciation, we need it to make more gains than BTC because it is naturally more risky than Bitcoin as an asset. See the ADA/BTC chart below and how we are at historical lows.

Last cycle, we had this same level reached, this same time period of accumulation at the bottom of the chart, and the same key levels used as support and resistance. Furthermore, ADA now looks like it is working on a Stage 1 base where it builds the base before getting back above all those key moving averages again. If ADA flips the moving averages, as I highly suspect it will, we could very easily see ADA gain lots of ground on BTC meaning that it is a better asset to hold for the time being (much like how ETH is gaining ground on BTC as BTC.D falls).

The last chart I want you to see is the ADA.D chart. This is Cardano’s percentage of the total crypto market cap. Last cycle, ADA got up to about 4% of the total crypto market cap. Today it sits just below 1%. Again, what is so interesting about this chart is that the end of ADA’s drop in dominance could be coming to an end. If ADA.D can get above those key moving averages and start to gain ground on BTC, it will also start gaining ground in dominance. If you want a $10 ADA in 2026, this is how it happens.

Cardano Native Assets

So ADA has a clear path upwards and some key things that it needs to do. What about the Cardano native tokens that are supposed to make us filthy rich? The same charts, ideas, and timing apply. There are one or two key CNTs that seem to be doing the best in this harsh CNT environment: SNEK, STRIKE, and maybe one or two others.

I won’t dive into every specific CNT because we don’t have time and because the principles I talk about work on every chart all the time. You just have to understand how to apply them and try and keep trying through failure.

Below is the SNEK chart. What do you see? I see a key support level on a previous ATH at the yellow line where SNEK came down and tested before coming back up. I also see SNEK getting above the key moving averages and working through its cup and handle process. Where the yellow arrow is the handle is and right before that is the cup.

Not every CNT will be a perfect buy right now at this time, but ones that follow ADA closely will be the best buys right now as when ADA goes up they go up. SNEK is the primary one that seems to do this. All other CNTs seem to let ADA move first, and then as ADA cools off after a big move, they take their moves.

Are CNTs a good or bad buy right now? They are neither good nor bad. You just have to understand their use and what you’re trying to get out of them. I would particularly say that for most investors, holding ADA for now is good enough, and then as the crypto space becomes more inclined with risk again, there will be plenty of CNTs moving upwards.

Why Social Media Is A Waste For Investments

Finally, I want to summarize this post by confirming with you how much of a waste social media really is for investments and investment ideas. With social media you have the presence of popularity, limited time horizons, and perspectives that are hard to understand. When you talk about an investment, almost nobody will understand the exact lens that you speak from. This goes for whether you create or consume investing content.

I like when people share their investments and reasoning for their investments. For example, when I was buying shares in RKLB a couple months ago, I read quite a bit about them on X. Most of what I read was not relevant to the actual price movement in the short term timeframe. This is what I find to be true for all investments, including Cardano as well. It’s fun to consume content on what you’re invested in, but I would like for you to understand that that content is mostly a waste.

Not because it’s wrong, but because the time horizon, the actualities of supply and demand, and the nuances are only seen in the chart or after the fact. Often times what makes news does not make investments turn out good or bad. With Cardano, you can read all the good and bad about it that you want online. There’s no shortage of perspectives on the asset.

In reality, none of that actually matters. The price unfolds in supply and demand regardless of what I, you, or anyone else posts on social media. Can you use social to get an idea of a direction or an idea of an asset to watch? Absolutely. Should you use social to invest and make decisions? Absolutely no!

Do I know if this is exactly how ADA and CNTs will play out? No. But based on historical information and current chart supply and demand it seems to make a lot of sense that this would happen. As always, I recommend clear stop losses and if the charts don’t follow through on what we’ve talked about, simply sell and let it all reset. There is no perfect timing just the ability to move with what the market gives you.

Thanks,

Dawson

P.S. here are some bonus charts and ways to view ADA against other assets like XRP, ETH, and SOL. At different times, ADA will be a better or worse hold than some of these.