📊👀 Strategy now holds more $BTC than BlackRock. Our accumulation cohort heatmap shows what's underneath.
815,061 $BTC. Avg cost ~$75,528. 34,164 added last week alone for ~$2.54B — the largest single buy in 17 months.
While the crypto community debates the price, the corporate treasury cohort has been quietly draining tradable supply for months. The accumulation pattern is visible if you know where to look.
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815,061 $BTC. Avg cost ~$75,528. 34,164 added last week alone for ~$2.54B — the largest single buy in 17 months.
While the crypto community debates the price, the corporate treasury cohort has been quietly draining tradable supply for months. The accumulation pattern is visible if you know where to look.
Free Academy & VIP Access
🗽 $BTC tapping $80K while AG Blanche speaks at Bitcoin 2026 today.
BTC is approximately $79,032, marking the sixth consecutive day of net positive spot ETF inflows.
Our Market Temperature is reading right into a policy day, indicating a cross-current setup that historically rewires sentiment quickly.
What does the Temperature say at the close? See it live. #etf link
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BTC is approximately $79,032, marking the sixth consecutive day of net positive spot ETF inflows.
Our Market Temperature is reading right into a policy day, indicating a cross-current setup that historically rewires sentiment quickly.
What does the Temperature say at the close? See it live. #etf link
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🎢 #BTC Glassnode: As Bitcoin has been grinding higher, the options market tells a story of subdued expectations.
Speculation remains muted, with low demand for upside. This creates historically cheap leverage for those who expect higher prices ahead.
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Speculation remains muted, with low demand for upside. This creates historically cheap leverage for those who expect higher prices ahead.
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📊 Approximately 39M $ETH is now staked, which is roughly a third of the total supply locked.
Grayscale and Bitmine alone staked nearly $500M on April 25, with Bitmine's stack just crossing 3.7M ETH.
Our Smart Money Flow Index, an ETH-exclusive metric at Alphractal, provides insights on whether this lockup behavior leads price or follows it.
Which is it today? Open the chart → link
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Grayscale and Bitmine alone staked nearly $500M on April 25, with Bitmine's stack just crossing 3.7M ETH.
Our Smart Money Flow Index, an ETH-exclusive metric at Alphractal, provides insights on whether this lockup behavior leads price or follows it.
Which is it today? Open the chart → link
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⛏️ #ETH The amount of ETH reserves at BitMine reached 5.078 million after acquiring 101,901 ETH last week. link
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📊 The Block Appoints Steve Chung as CEO, Secures $10M Investment
Crypto media outlet The Block has appointed Steve Chung as CEO, succeeding Larry Cermak, who will remain President. Chung has held senior roles at Goldman Sachs, Fox, and NFT project Azuki.
This announcement comes with a $10 million investment from Foresight Ventures to expand The Block’s institutional research and data offerings, focusing on leveraging AI to enhance content and analytics capabilities. #nft link
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Crypto media outlet The Block has appointed Steve Chung as CEO, succeeding Larry Cermak, who will remain President. Chung has held senior roles at Goldman Sachs, Fox, and NFT project Azuki.
This announcement comes with a $10 million investment from Foresight Ventures to expand The Block’s institutional research and data offerings, focusing on leveraging AI to enhance content and analytics capabilities. #nft link
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🗣 Consensys and Founder Joseph Lubin Back rsETH Recovery With Up to 30,000 ETH
Aave announced that Consensys and its founder Joseph Lubin have joined DeFi United, committing up to 30,000 ETH to support the rsETH recovery effort. This contribution is part of a broader initiative to restore rsETH backing and stabilize market conditions. link
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Aave announced that Consensys and its founder Joseph Lubin have joined DeFi United, committing up to 30,000 ETH to support the rsETH recovery effort. This contribution is part of a broader initiative to restore rsETH backing and stabilize market conditions. link
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❤1
🕵️ $BTC and global M2 quietly decoupled. The lag isn't where it used to be.
Historic correlation was approximately 84%. Since mid-2025, there has been a persistent divergence. Money supply is growing, but the cost of accessing it has also increased.
This is one of those insights that hides in the macro stack. We track M2 data from the US, China, EU, Japan, BRICS, and G20 side-by-side with on-chain metrics to make the connections clear.
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Historic correlation was approximately 84%. Since mid-2025, there has been a persistent divergence. Money supply is growing, but the cost of accessing it has also increased.
This is one of those insights that hides in the macro stack. We track M2 data from the US, China, EU, Japan, BRICS, and G20 side-by-side with on-chain metrics to make the connections clear.
Free Academy & VIP Access
🕵️ #ETH Galaxy Digital transferred 15,000 ETH to exchanges.
These ETH (38,000 ETH) were withdrawn from Aave a week ago.
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These ETH (38,000 ETH) were withdrawn from Aave a week ago.
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🇺🇸📝 USA - Dallas Fed Manufacturing Index (Apr) = -2.3 (exp -0.9 / prior -0.2) #macro
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💵 250,000,000 $USDC (249,960,125 USD) minted at USDC Treasury link
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🇺🇸💵 250,000,000 $USDC (250,007,103 USD) minted at USDC Treasury link
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🕵️ #AAVE #USDC Circle announced that its investment arm, Circle Ventures, is purchasing AAVE tokens. This move highlights Aave's role in shaping the future of on-chain finance, with the company expressing support for the Aave ecosystem and the broader community built around it.
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🇺🇸📊 Gemini Launches AI “Agentic Trading” for Automated Crypto Accounts
Gemini has introduced “Agentic Trading,” allowing users to connect AI models such as ChatGPT and Claude directly to trading accounts via the MCP open standard. The tool enables AI to autonomously monitor markets, execute trades, and manage risk based on predefined strategies. Gemini described it as the first agentic trading feature integrated into a regulated U.S. exchange. #ai link
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Gemini has introduced “Agentic Trading,” allowing users to connect AI models such as ChatGPT and Claude directly to trading accounts via the MCP open standard. The tool enables AI to autonomously monitor markets, execute trades, and manage risk based on predefined strategies. Gemini described it as the first agentic trading feature integrated into a regulated U.S. exchange. #ai link
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