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WARREN BUFFETT WARNED ABOUT THIS TWICE.
2000:
“Nothing sedates rationality like large doses of effortless money.”
2026:
“We’ve never had people in a more gambling mood than now.”
And now the Nasdaq-to-M2 ratio has pushed ABOVE the peak of the dot-com bubble itself.
The AI bubble is becoming bigger than 2000.
2000:
“Nothing sedates rationality like large doses of effortless money.”
2026:
“We’ve never had people in a more gambling mood than now.”
And now the Nasdaq-to-M2 ratio has pushed ABOVE the peak of the dot-com bubble itself.
The AI bubble is becoming bigger than 2000.
❤1
#SOL Macro
Predicting alts is tough right now, but the $45–$51 zone on $SOL is a mouth-watering level for long-term bids.
Look at the macro demand block & trendline confluence.
Absolute dream spot entry if we get it. 🛒
Predicting alts is tough right now, but the $45–$51 zone on $SOL is a mouth-watering level for long-term bids.
Look at the macro demand block & trendline confluence.
Absolute dream spot entry if we get it. 🛒
#BTC Quick update:
If $BTC holds 59,150 as support, we play the bounce. Otherwise, I wouldn't be surprised to see a flush to grab liquidity below the Previous Week Low (58,136) or even the Oct 2024 low (57,311).
Let's see how the Monday open dictates flow. Keep a close eye on $SPX as well—if equities continue to drop this week, hitting those lower BTC targets is highly likely.
If $BTC holds 59,150 as support, we play the bounce. Otherwise, I wouldn't be surprised to see a flush to grab liquidity below the Previous Week Low (58,136) or even the Oct 2024 low (57,311).
Let's see how the Monday open dictates flow. Keep a close eye on $SPX as well—if equities continue to drop this week, hitting those lower BTC targets is highly likely.
AI is reshaping how institutional investors work:
~52% of institutional investors now primarily use AI for research, according to a Barclays survey of 410 fixed-income investors.
This is followed by hedge funds, at ~44%, which primarily use AI to process and analyze large volumes of market data.
By comparison, ~27% of hedge funds use AI for modelling and risk analysis, versus ~22% of long-only managers and ~17% of asset owners.
Operations, compliance and reporting, and investment decisions each account for just 10% to 15% across these groups.
AI is changing how investment decisions are made.
~52% of institutional investors now primarily use AI for research, according to a Barclays survey of 410 fixed-income investors.
This is followed by hedge funds, at ~44%, which primarily use AI to process and analyze large volumes of market data.
By comparison, ~27% of hedge funds use AI for modelling and risk analysis, versus ~22% of long-only managers and ~17% of asset owners.
Operations, compliance and reporting, and investment decisions each account for just 10% to 15% across these groups.
AI is changing how investment decisions are made.
#ETH Liquidation Heatmap Update
Heavy long liquidation cascade continues.
The heatmap shows aggressive flushing of high-leverage long positions during the sharp drop. Large red blocks in the $1,550 – $1,700 zone have been swept, with additional pressure visible lower.
Current Situation:
- Price currently near $1,567
- Significant long leverage has been deleveraged in recent days
- Liquidity remains stacked on the downside
This kind of violent long liquidation often signals local capitulation and can set the stage for a relief bounce. However, the structure remains weak.
Watch the $1,550 – $1,580 zone closely for reaction.
Heavy long liquidation cascade continues.
The heatmap shows aggressive flushing of high-leverage long positions during the sharp drop. Large red blocks in the $1,550 – $1,700 zone have been swept, with additional pressure visible lower.
Current Situation:
- Price currently near $1,567
- Significant long leverage has been deleveraged in recent days
- Liquidity remains stacked on the downside
This kind of violent long liquidation often signals local capitulation and can set the stage for a relief bounce. However, the structure remains weak.
Watch the $1,550 – $1,580 zone closely for reaction.
#BTC 6-Month Candle Analysis
In the previous two cycles, Bitcoin bear markets were limited to just two consecutive red 6-month candles before transitioning into a major uptrend.
The current 6-month candle closes tomorrow.
In the previous two cycles, Bitcoin bear markets were limited to just two consecutive red 6-month candles before transitioning into a major uptrend.
The current 6-month candle closes tomorrow.
❤2
Bybit Begins Limiting Global Platform Services for EEA Users Amid MiCA Alignment
Bybit said EEA residents will gradually lose access to certain services on its global platform as part of its regulatory alignment. Users will receive advance notice before restrictions take effect and will continue to have access to assets held in custody. Bybit EU is its MiCAR-authorized European entity and is pursuing an additional license in Austria.
Bybit said EEA residents will gradually lose access to certain services on its global platform as part of its regulatory alignment. Users will receive advance notice before restrictions take effect and will continue to have access to assets held in custody. Bybit EU is its MiCAR-authorized European entity and is pursuing an additional license in Austria.
Forwarded from Lookonchain
The #a16z-linked whale that previously accumulated a large amount of $HYPE is now selling $HYPE and buying $ETH.
Over the past 6 hours, the whale deposited 77,402 $HYPE($5.18M) into exchanges and withdrew 485 $ETH($782K) from exchanges.
https://arkm.com/explorer/address/0xb5E4d21240e9356caFc3a1261d10383f62DFc24e
Over the past 6 hours, the whale deposited 77,402 $HYPE($5.18M) into exchanges and withdrew 485 $ETH($782K) from exchanges.
https://arkm.com/explorer/address/0xb5E4d21240e9356caFc3a1261d10383f62DFc24e
#BTC Whale Accumulation
Whale holdings of Bitcoin have just seen the largest spike on record according to on-chain data.
This aggressive increase in large address balances highlights significant accumulation activity amid the current price environment.
Whale holdings of Bitcoin have just seen the largest spike on record according to on-chain data.
This aggressive increase in large address balances highlights significant accumulation activity amid the current price environment.
