🟢 Verb Technology ($VERB) announces $558M private placament to build its TON treasury [Let the rotation from stocks into crypto continue, BTFD!]

Bitcoin/Ethereum Spot ETF Flows: 5 August 2025

🔴Bitcoin ETFs: $196M net outflows

🟢Ethereum ETFs: $73.22M net inflows

[Let the rotation from BTC into alts continue. BTFD!]

🚨The stagflation narrative is now hitting the mainstream media. Stagflation (low growth, high inflation) is the textbook environment where liquidity flows info inflation hedges. Crypto is an inflation hedge. [BTFD before it's too late, alts will fly]

🚨Bloomberg Chief Economist: Job revisions were a black swan event with less than 0.2% chance of occurrence in the last 30 years. Numbers should get worse before getting better later this year. [The Fed will get more dovish before turning hawkish. Buy the crypto dip!]

🚨Bloomberg's Apollo: ISM Services Prices Paid for July shows that inflation pressures in the service sector are intensifying, pointing to upside risks to CPI inflation over the coming months. [We're still at the beggining of the inflation hedge trade, Buy The Crypto Dip before it's too late!]

🚨BTC.D excluding stables is continuing lower after a bearish retest of the ascending trendline in the weekly for the first time since 2022. [Alts are about to explode, BTFD before it's too late!]

🚨China instructs local brokers and other organizations to stop publishing research or hosting seminars promoting stablecoins, in a bid to rein in the asset class and prevent instability. [Looks like China found out about the stablecoin put. BTFD!]

🚨The US leading economic index is already under the Covid crash low level. [50bps cut at Sept meeting likely. Melt up has just begun, BTFD!]

🚨BofA August Forex survey:

🟢 LONG USD the highest conviction trade for 0%

🟢 SHORT USD the highest conviction trade for 48% of partecipants

You know a parabolic bull is ahead of us when nobody wants to hold world's safe haven currency. This extreme USD positioning is the definition of a late cycle risk on market. [BTFD, we're still early!]

🚨Morgan Stanley: We're bullish on a 6-12 month horizon.

*Tariff induced inflation should subside later this year paving the way to more cuts.

*Should CPI come in soft this week it should trigger a more durable rotation into small caps

[This late cycle bull will last for as long as the Fed doesn't hike, BTFD before it's too late!]

🚨JPM: We are tactically bullish.

*The key bull case risk is CPI printing hawkishly.

*While inflation is moving higher we have not yet seen evidence of an inflation shock.

*The market is likely to remain unbothered until we get to a level that would make a rate hike a credible threat. That levels may be closer to 4.0% for Core YoY (vs 3-3.1% forecast for July) unless the Fed views that as transitory as well.

[The Fed will only get more dovish from here and won't hike even with 4% core, which will probably get dismissed as transitory tariff inflation. BTFD before it's too late!]

Bitcoin/Ethereum Spot ETF Flows: 11 August 2025

🟢Bitcoin ETFs: $178.1M net outflows

🟢🟢Ethereum ETFs: $1.01B net inflows

[Btc.d has topped and the rotation is not even that slow anymore]

🚨State Street's proprietary Risk Appetite Index, which tracks big money flows into risk assets, ended July near record high at 53%. June–July have seen the highest readings since late 2020, just before the 2021 bull market took off.

🚨BTC.D has just completed a bearish retest of its 50-week average after breaking below it. In past cycles, this has marked the starting signal for alt season. [BTFD, we're still early!]

🚨ETH/BTC (0.038) is trading at a deep discount compared to the ETHMVRV/BTCMVRV ratio. Given their historical correlation, this divergence shows ETH is still cheap and has room to run until at least the 0.07 mark. [Alt season is just getting started, BTFD before it's too late!]

🚨THE TRUE BULL HASN’T STARTED YET (exclusive analysis by @bullcase)

We define capital utilization as the amount of outstanding loans divided by the total deposits across all defi lending protocols on a given date. Since 2020, capital utilization in DeFi lending has followed an ascending trendline.

In a true bull market, as euphoria fuels leverage, capital utilization rises. This happened in 2021, when utilization climbed steadily from 40% to 50% over the course of the year.

As of 13 August, utilization remains flat at around 40%, sitting directly on the long term ascending trendline.

This confirms our base case that we are still in the very early stages of a bull market that should last another 9–12 months from the moment capital utilization starts the climb toward the 50-60% range.

🚨Dero's official binaries have been updated to release 14.2 to remove randomness reuse from all wallets.

Since the fix was allowed to be pushed in the official binaries, this strongly indicates that Dero's bulletproofs are now deemed by Captain to be battle tested & safe. This is my interpretation, Captain himself has never directly commented on randomness reuse.

Dero's rocket bulletproofs are not documented in literature & were introduced for the first time on Dero in 2022. They are created for homomorphic encryption, account model and smart contracts making them the most advanced BPs in crypto today. HE & account model are key features that eliminate single use outputs. This means Dero is immune to all UTXO & key image heuristics that compromised XMR & all UTXO privacy chains.

With this update Dero is not just the only non chainanalyzable privacy chain out there, but also officially battle tested and audited by the entire world that by using randomness reuse could independently verify its transactions.

The MOVE index continues to make new lows, closing yesterday at 77.31, its lowest since December 2021. Since 2020, a bottom in the MOVE index has preceded hawkish pivots in Fed rhetoric by at least two months. With no sign of a bottom yet, the Fed will only get more dovish from here. [Rate cuts with high inflation will send crypto turbo, BTFD!]