๐ $BTC closes the week above or below $75K?
With funding at its most negative since 2023 and Holder Sentiment flipping neutral-to-bullish, who blinks first?
Above $75K (short squeeze confirms)
Below $75K (capitulation continues)
Range-bound $72โ76K
Check Holder Sentiment live โ link
Free Academy & VIP Access
With funding at its most negative since 2023 and Holder Sentiment flipping neutral-to-bullish, who blinks first?
Above $75K (short squeeze confirms)
Below $75K (capitulation continues)
Range-bound $72โ76K
Check Holder Sentiment live โ link
Free Academy & VIP Access
๐ฆ๐บ๐ต๏ธ RealGo from Australia announced the completion of its strategic financing, exceeding $3.5 million. The project has completed both the Early Investor and Strategy rounds, with investors including Animoca Brands, Cogitent Ventures, X21 Digital, Notch VC, and Becker Ventures. RealGo is positioned as a meme 3.0-driven IP gaming and ecosystem application platform, accumulating over 250,000 users. #gamefi link
Free Academy & VIP Access
Free Academy & VIP Access
๐งโ๐ป According to Castle Labs, Aave's ETH utilization rate has reached 100%, prompting Fluid to launch an aWETH redemption protocol. In just two days, this protocol has enabled users to redeem 166,772 aETH, valued at approximately $400 million. Fluid's redemption protocol benefits from its Lite Vault, which holds wstETH and weETH as collateral for ETH debt on Aave, effectively offsetting users' ETH collateral positions. link
Free Academy & VIP Access
Free Academy & VIP Access
๐ญ๐ฐ๐ Hong Kong-listed Bitfire just launched Alpha BTC, targeting 10,000 BTC (~$780M) in client assets within 1 year.
Asia is waking up to #BTC. link
Free Academy & VIP Access
Asia is waking up to #BTC. link
Free Academy & VIP Access
๐ณ Big accounts are SHORT. Small accounts are LONG.
Live on $BTC right now:
โข Top Traders L/S (by position size): 0.94 โ SHORT dominant
โข Top Traders L/S (by account count): 1.13 โ LONG dominant
Accounts are long, but positions (actual dollars) are short.
Translation: Lots of small accounts adding long leverage while whales are positioned for downside.
This is exactly the setup Whale vs Retail Delta was built to flag. Last 5 times this divergence hit, the larger side won 4/5.
Free Academy & VIP Access
Live on $BTC right now:
โข Top Traders L/S (by position size): 0.94 โ SHORT dominant
โข Top Traders L/S (by account count): 1.13 โ LONG dominant
Accounts are long, but positions (actual dollars) are short.
Translation: Lots of small accounts adding long leverage while whales are positioned for downside.
This is exactly the setup Whale vs Retail Delta was built to flag. Last 5 times this divergence hit, the larger side won 4/5.
Free Academy & VIP Access
๐ฎ GSR announced the launch of its first ETF, ticker BESO, which is an actively managed product investing in Bitcoin, Ethereum, and Solana with a 1% fee. James Seyffart expects basket ETFs, whether active or passive, to be among the fastest-growing segments in crypto ETFs in the coming years. The fund aims to outperform an index composed of #BTC, #ETH, and #SOL weightings. #etf link
Free Academy & VIP Access
Free Academy & VIP Access
๐ Smart trader "0x6adb" made $559K profit in less than 4 months by trading $HYPE options.
This trader mainly used 2 simple strategies:
โข Sell puts when price dips โ get paid if $HYPE doesn't fall further
โข Sell covered calls when price pumps โ get paid while selling higher link
Free Academy & VIP Access
This trader mainly used 2 simple strategies:
โข Sell puts when price dips โ get paid if $HYPE doesn't fall further
โข Sell covered calls when price pumps โ get paid while selling higher link
Free Academy & VIP Access
๐ $TAO is up 140% in 6 months.
$43M in Q1 protocol revenue
128 active subnets
Grayscale filed spot ETF (decision: August)
Multi-Timeframe Momentum on $TAO just flipped bullish across 1w, 1m, and 3m simultaneously.
Last 4 times this triple alignment happened on an AI/infra token โ $AAVE Q4 '20, $LINK Q2 '21, $RNDR Q1 '24, $TAO Q3 '24 โ the next 90 days averaged +82%.
AI crypto isn't a narrative anymore. It's a cash-flowing sector.
Multi-Timeframe Momentum โ #etf link
Free Academy & VIP Access
$43M in Q1 protocol revenue
128 active subnets
Grayscale filed spot ETF (decision: August)
Multi-Timeframe Momentum on $TAO just flipped bullish across 1w, 1m, and 3m simultaneously.
Last 4 times this triple alignment happened on an AI/infra token โ $AAVE Q4 '20, $LINK Q2 '21, $RNDR Q1 '24, $TAO Q3 '24 โ the next 90 days averaged +82%.
AI crypto isn't a narrative anymore. It's a cash-flowing sector.
Multi-Timeframe Momentum โ #etf link
Free Academy & VIP Access
๐ฝ Treasury Secretary Bessent says crypto is going to be a "very important payment rail."
Free Academy & VIP Access
Free Academy & VIP Access
๐ธ Last 7 days of crypto liquidations:
โข Total: $593M wiped
โข 81% were SHORTS
โข $BTC: $236M | $ETH: $143M | $SOL: $11M
Shorts paid the market $480M in one week.
However, Liquidation Levels indicate a $1.8B cluster of SHORT liquidations still sitting at $78โ79K.
Translation: $BTC is a magnet right now, and the people shorting it just funded the next leg up.
Liquidation heatmap live โ link
Free Academy & VIP Access
โข Total: $593M wiped
โข 81% were SHORTS
โข $BTC: $236M | $ETH: $143M | $SOL: $11M
Shorts paid the market $480M in one week.
However, Liquidation Levels indicate a $1.8B cluster of SHORT liquidations still sitting at $78โ79K.
Translation: $BTC is a magnet right now, and the people shorting it just funded the next leg up.
Liquidation heatmap live โ link
Free Academy & VIP Access
๐บ๐ธ๐ North Carolina Introduces Digital Asset & Stablecoin Act (HB 1029)
State-chartered banks and payment stablecoin issuers are now regulated, with a requirement for 100% reserve backing.
Florida and Alabama have already enacted similar frameworks.
North Carolina is positioning itself as a Bitcoin fintech hub. #stablecoin link
Free Academy & VIP Access
State-chartered banks and payment stablecoin issuers are now regulated, with a requirement for 100% reserve backing.
Florida and Alabama have already enacted similar frameworks.
North Carolina is positioning itself as a Bitcoin fintech hub. #stablecoin link
Free Academy & VIP Access
๐ DeFi TVL dropped $14B in 48 hours after the KelpDAO hack.
Aave alone lost $10B in deposits.
The question nobody is asking: cyclical fear, or structural repricing?
Network Stress Index is at the highest reading since FTX.
If cyclical, we're near the pain bottom. If structural, DeFi just entered a new regime.
3 signals that tell us within 7 days:
โข Stablecoin inflows into DEXes
โข Aave borrow rates normalizing
โข TVL/marketcap ratio recovery
Real-time Network Stress โ #hack link
Free Academy & VIP Access
Aave alone lost $10B in deposits.
The question nobody is asking: cyclical fear, or structural repricing?
Network Stress Index is at the highest reading since FTX.
If cyclical, we're near the pain bottom. If structural, DeFi just entered a new regime.
3 signals that tell us within 7 days:
โข Stablecoin inflows into DEXes
โข Aave borrow rates normalizing
โข TVL/marketcap ratio recovery
Real-time Network Stress โ #hack link
Free Academy & VIP Access