🇺🇸 U.S. House of Representatives passes bill to end government shutdown.

Trump signs bill officially ending the US government shutdown.

📊 Santiment: trader sentiment towards cryptocurrencies is declining:
- #BTC : an even ratio of bullish to bearish comments on social media (much lower than usual);
- #ETH : just over 50% more bullish comments compared to bearish comments (lower than usual);
- #XRP : less than half of comments are bullish vs. bearish (one of the lowest 2025 numbers).
Typically, markets move in the opposite direction of the crowd's expectations.

🇺🇸 #DOGE #XRP #ETF Grayscale Dogecoin ETF and Grayscale XRP ETF added to DTCC.

📉 #BTC #ETH #ETF Yesterday, total net outflows of spot BTC-ETFs totaled ~$278.1 million.

Total net outflows of spot ETH-ETFs amounted to ~$183.7 mln.

🇺🇸 #BTC SEC Chairman Atkins: BTC is a disruptive technology and its potential should not be stifled by over-regulation.

🔍 Machi Big Brother contributed another 709,142 #USDC to HyperLiquid to continue building up longs on #ETH and #UNI.
Current positions: 1,750.7 ETH ($6.2 million) and 25,002 #UNI ($201k).

📊👀 #BTC CQ: The average funding rate across the four major exchanges (Binance, Bybit, OKX, Deribit) is 0.003%.

No aggressive longs or shorts. At these funding levels, the market is likely to remain in consolidation.

😱🤑 Fear&Greed Index for #BTC and #ETH

🔮🤝 #POLY #UMA Polymarket signs multi-year deal to integrate prediction markets into UFC tournaments

🇫🇷🥳 #TON The travel ban to France for Pavel Durov has been completely lifted

🇺🇸🙋‍♂️ GRAYSCALE INVESTMENTS INC. FILES FOR IPO: BBG

🥳 #ME Magic Eden: Starting today, 30% of all secondary market proceeds will go towards buybacks.

✅ #DYDX The dYdX community voted to increase the redemption amount of DYDX tokens from 25% to 75%.

🇺🇸👀 Crypto #ETF Flows Today:
#BTC-ETFs:
NetFlow: -2,300 BTC ($235.22M) 🔴
Fidelity outflows 1,308 BTC ($133.69M) and currently holds 200,746 BTC ($20.53B);
#ETH-ETFs:
NetFlow: -54,389 ETH ($187.1M) 🔴
BlackRock outflows 26,610 ETH ($91.54M) and currently holds 3,871,959 ETH ($13.32B).

📉 #BTC drops below $2 trillion market cap

🗽👀 #BTC CQ: US sessions had been a major source of selling pressure—but that’s now starting to cool off.

📊👀 #BTC #FUD Santiment notes the massive FUD in traders, which often leads to a price bounce.

💰 Top 5 Notable Rounds of Privacy-Oriented Projects

Privacy is back as a key narrative. Over the past month, Zcash has ripped ~1,500% off the lows, briefly tagging 7-year highs above $700.

Over the past 2 months, around $88M has flowed into clearly privacy-oriented projects, anchored by Cypherpunk’s $58.88M post-IPO raise to build a Zcash treasury company targeting ~5% of #ZEC supply.

If attention stays on privacy, we can expect larger follow-on checks into privacy projects.

🇺🇸👀 #BTC #MSTR Right now, the ones suffering the most aren’t Bitcoin holders, but MSTR shareholders.

Also Nasdaq losses accelerate to -2.7% on the day, now set for the biggest daily decline since October 10th.

Nvidia alone has lost -$220 billion in market cap today. #macro

📈🤔 Stablecoins are piling into exchanges. This is one of the clearest signals that fresh capital is gearing up to deploy.

The last time inflows spiked like this, it marked the start of a major risk on move across the entire market. #stablecoin