🇺🇸🇨🇳 #tradewars Trump: China has to supply us with magnets. If they don't, we'll slap them with 200% duties or something like that

📉 #BTC Glassnode: All Bitcoin cohorts have now decisively moved into distribution, led by the 10–100 BTC group. The uniformity across cohorts highlights broad sell-side pressure emerging in the market.

🕵️‍♂️ #YZY Bubblemaps believes that the snipers who made millions of dollars from YZY are connected to Hayden Davis (creator of #LIBRA).

🇺🇸🙅‍♂ #XRP #ETF SEC delays WisdomTree Spot XRP ETF

💼📈 #BTC #ETF Bloomberg: In Q2, nearly every category of institutional investor increased their exposure to Bitcoin ETFs.

📊 Glassnode: #BTC is now trading just above $110.8k, the average cost basis of 1m-3m old investors who accumulated during the May–July rally to new ATHs. Historically, failure to hold above this level has often led to multi-month market weakness and potential deeper corrections.

🇺🇸🙅‍♂ #TRX #ETF SEC delays Canary Staked TRX ETF

📉🤔 Ecoinometrics: #BTC outflows aren’t benefiting gold

Normally, flows into Bitcoin and gold #ETF's move in opposite directions. This time, both are weakening together.

Uncertainty on monetary policy, sticky inflation and a softening labor market, leaves the Fed without a clear path.

That’s a tough backdrop for hard assets.

🇺🇸🙅‍♂ #ETF SEC continues to delay applications to launch crypto-ETFs (#PENGU, #TRX, #XRP)

📊👀 #ETH The number of active Ethereum addresses reached 3.8 million last week.

Although a continued decline from the early-August peak, activity remains well above levels seen during previous bull markets.

🤔 CFTC interim chair Caroline Pham is rumored to join MoonPay once the permanent chair is confirmed.

🇺🇸🙅‍♂ #ADA #ETF SEC delays Grayscale Spot Cardano ETF

🤬💸 CoinGlass: >$330 million liquidated in the last hour

#BTC < $110,000 #ETH < $4,400

📊📉 #BTC Short-term holders, also known as paper hands, have sent 21,200 BTC to the exchange at a loss in the last 24 hours.

👨‍💻 Top coins by notable development activity the past 30 days. #ICP #LINK #STRK

📉🤔 #ETH’s MVRV ratio is now 2.15, showing most holders are up more than 2x on average, a level that often leads to volatility and profit-taking.

📈 #AVAX Avalanche weekly transactions reached 10.9M, the highest since December 2023.

What's more, Avax DEX volume has hit $3B for 2 weeks in a row, while its TVL is nearing $4B for the first time in 3 years.

Strong partnerships + decent #RWA & Gaming sectors are driving the growth.

🗣 #BTC Billionaire Tim Draper said live on CNBC that Bitcoin is a hedge against bad governance.

🔜 #AAVE CEO promises Aave V4 update coming soon with potential changes - single liquidity hub, support for Spoke modules, risk-based interest rates, improved liquidation system, preparation for cross-chain liquidity pooling (CCLL).

📊🤔 #BTC vs #ETH Anomaly:

For the first time in this 3-year cycle, a rare setup is unfolding: ETH has its own strength

🔹 ETH Strength → Positive (attracting flows)
🔹 BTC Strength → Neutral (rangebound)
🔻 Risk-Off: Major BTC wallets taking profit & rotating into ETH

For ETH to lead, BTC must hold the line — capital rotation is tilting ETH into cycle leadership. source

🇺🇸🍿 Trump fired Fed Board of Governors member Lisa Cook.