Quick follow-up from the last post.
JCT peaked around +50% after the call and is still sitting roughly +10%.
EVAA went from around $0.60 to nearly $1.00 at the top, which was roughly a +67% move. Even now it’s still well above where it started.
COAI hit around +10% before cooling off.
So overall, the rotation into smaller AI/lowcap plays clearly started happening.
Now, I’ll also admit something:
In my last post I said I exited most trades because I thought BTC was going to move lower and retest levels harder.
I was wrong on that one, fair criticism.
Instead, BTC held up much stronger than expected and just had a pretty clean retest of former highs. So far, structure still looks bullish.
That’s why I’m now looking at SQD.
CMC:
https://coinmarketcap.com/currencies/subsquid/
What I like about SQD:
\- Strong AI/data infrastructure narrative
\- Still relatively low market cap compared to bigger infrastructure plays
\- Building around blockchain data indexing and AI-accessible data
\- Real utility instead of pure meme momentum
The bigger thing though is the chart.
Technically it looks like:
\- accumulation after cooling off
\- reclaiming important levels
\- higher lows starting to form
\- volatility compressing
That combination usually comes before expansion if BTC stays stable.
And macro still matters here.
If BTC continues holding above former resistance and keeps pushing, liquidity usually flows into:
\- AI
\- infrastructure
\- smaller caps with narratives
That’s exactly the type of category SQD fits into.
Not saying this is guaranteed to moon or anything.
But compared to a lot of random lowcaps, this one actually looks structurally strong while still being relatively under the radar.
Feels like one of the cleaner setups right now.
