๐ต๏ธ The Week On-Chain 18, 2026
Bulls Approach the Ceiling
#BTC pushes beyond $80K toward key resistance near $85K, with bulls in control. ETF demand builds and shorts persist, but overhead supply may cap upside without stronger spot follow-through.
Executive Summary
- Bitcoin has broken above the True Market Mean at $78.2K and Short-Term Holder Cost Basis at $79.1K, with holding above these levels suggesting a short-lived deep value phase and $85.2K as the next key resistance.
- Glassnodeโs Moderate Strategy has re-entered allocation after BTC reclaimed ~$76K, capturing recent upside while maintaining a focus on downside protection.
- Front-end implied volatility has repriced higher following the breakout, while realized volatility lags, rebuilding a positive volatility risk premium. #etf
Bulls Approach the Ceiling
#BTC pushes beyond $80K toward key resistance near $85K, with bulls in control. ETF demand builds and shorts persist, but overhead supply may cap upside without stronger spot follow-through.
Executive Summary
- Bitcoin has broken above the True Market Mean at $78.2K and Short-Term Holder Cost Basis at $79.1K, with holding above these levels suggesting a short-lived deep value phase and $85.2K as the next key resistance.
- Glassnodeโs Moderate Strategy has re-entered allocation after BTC reclaimed ~$76K, capturing recent upside while maintaining a focus on downside protection.
- Front-end implied volatility has repriced higher following the breakout, while realized volatility lags, rebuilding a positive volatility risk premium. #etf
๐ FBI Charges 30 People In Global Insider Trading Scheme That Made Tens Of Millions In Illegal Profits.
This media is not supported in your browser
VIEW IN TELEGRAM
๐ฎ $199 billion VanEck's Matthew Sigel predicts $1,000,000 Bitcoin "over the next several years"
๐ Top 5 News for 24 Hour:
1. Ondo, Kinexys, Mastercard, Ripple complete tokenized bond purchase. โ
๐ 213 | โค๏ธ 3 | ๐ 4
2. Kelp DAO claims LayerZero approved verifier causing hack. โ
๐ 292 | โค๏ธ 0 | ๐ 4
3. $WIF listed on Upbit spot trading. โ
๐ 286 | โค๏ธ 0 | ๐ 3
4. Solana Foundation and Google Cloud launch AI agent payment gateway. โ
๐ 268 | โค๏ธ 0 | ๐ 3
5. Canada to ban Bitcoin ATMs. โ
๐ 171 | โค๏ธ 1 | ๐ 3
| | |
1. Ondo, Kinexys, Mastercard, Ripple complete tokenized bond purchase. โ
๐ 213 | โค๏ธ 3 | ๐ 4
2. Kelp DAO claims LayerZero approved verifier causing hack. โ
๐ 292 | โค๏ธ 0 | ๐ 4
3. $WIF listed on Upbit spot trading. โ
๐ 286 | โค๏ธ 0 | ๐ 3
4. Solana Foundation and Google Cloud launch AI agent payment gateway. โ
๐ 268 | โค๏ธ 0 | ๐ 3
5. Canada to ban Bitcoin ATMs. โ
๐ 171 | โค๏ธ 1 | ๐ 3
| | |
๐ต๏ธ Grayscale Rebalances Q1 2026 Funds, Adds ENA and Removes AERO From DeFi Fund
Grayscale completed the Q1 2026 rebalancing of its DeFi Fund and Smart Contract Fund. The DeFi Fund removed Aerodrome Finance (AERO) and added Ethena (ENA), with current holdings including UNI, AAVE, ONDO, ENA, CRV, and LDO as of May 1, 2026.
Meanwhile, the Smart Contract Fund was rebalanced based on existing component weightings, with holdings including ETH, SOL, ADA, AVAX, HBAR, and SUI.
Grayscale completed the Q1 2026 rebalancing of its DeFi Fund and Smart Contract Fund. The DeFi Fund removed Aerodrome Finance (AERO) and added Ethena (ENA), with current holdings including UNI, AAVE, ONDO, ENA, CRV, and LDO as of May 1, 2026.
Meanwhile, the Smart Contract Fund was rebalanced based on existing component weightings, with holdings including ETH, SOL, ADA, AVAX, HBAR, and SUI.
๐ฅ1