🐳 Most think $XRP is dead in 2026. Our Whale-Retail Ratio doesn't quite agree.
XRP is approximately -42% YTD even with a spot ETF live. The narrative consensus is clear: "it's done."
Cohort data tells a more nuanced story. The Whale vs Retail Ratio on $XRP has been quietly diverging from the price action — and that's usually a signal worth respecting, even when you disagree with the asset.
See the divergence → #etf link
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XRP is approximately -42% YTD even with a spot ETF live. The narrative consensus is clear: "it's done."
Cohort data tells a more nuanced story. The Whale vs Retail Ratio on $XRP has been quietly diverging from the price action — and that's usually a signal worth respecting, even when you disagree with the asset.
See the divergence → #etf link
Free Academy & VIP Access
📌 Top 5 News for 24 Hour:
1. SEC hints at RWA innovation exemption, BYDFi lists tokenized assets. → Read full
👁 186 | ❤️ 1 | 🔁 4
2. ETH Fear & Greed Index. → Read full
👁 226 | ❤️ 0 | 🔁 4
3. Michael Saylor's Strategy buys more Bitcoin, now holds $63.58B worth. → Read full
👁 206 | ❤️ 2 | 🔁 3
4. $LDO surges over 20% after $APE insider longs. → Read full
👁 230 | ❤️ 1 | 🔁 3
5. Strive $ASST acquires 789 Bitcoin, total 14,557 $BTC. → Read full
👁 231 | ❤️ 0 | 🔁 3
EXCAVO | Academy | Challenge | YouTube
1. SEC hints at RWA innovation exemption, BYDFi lists tokenized assets. → Read full
👁 186 | ❤️ 1 | 🔁 4
2. ETH Fear & Greed Index. → Read full
👁 226 | ❤️ 0 | 🔁 4
3. Michael Saylor's Strategy buys more Bitcoin, now holds $63.58B worth. → Read full
👁 206 | ❤️ 2 | 🔁 3
4. $LDO surges over 20% after $APE insider longs. → Read full
👁 230 | ❤️ 1 | 🔁 3
5. Strive $ASST acquires 789 Bitcoin, total 14,557 $BTC. → Read full
👁 231 | ❤️ 0 | 🔁 3
EXCAVO | Academy | Challenge | YouTube
🧑💻 #SOL Western Union to launch Solana-based stablecoin next month. #stablecoin
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📉 An estimated $60 billion was spent on remittance fees in 2025. Brian Armstrong states that this cost could fall close to zero with stablecoins. #stablecoin
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🕵️ ZetaChain Pauses Cross-Chain Transactions After GatewayEVM Contract Attack
According to ZetaChain, an attack targeted its GatewayEVM contract, impacting only internal team wallets, with no user funds affected. The attack vector has been contained, and no further losses are expected. As a precaution, cross-chain transactions have been temporarily paused while the investigation remains ongoing, with a detailed post-mortem to be released. #hack link
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According to ZetaChain, an attack targeted its GatewayEVM contract, impacting only internal team wallets, with no user funds affected. The attack vector has been contained, and no further losses are expected. As a precaution, cross-chain transactions have been temporarily paused while the investigation remains ongoing, with a detailed post-mortem to be released. #hack link
Free Academy & VIP Access
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🗽 Secretary of State Marco Rubio says Iran is using the Strait of Hormuz as an "economic nuclear weapon."
"They're bragging about how they can hold 20% of the world's energy hostage."
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"They're bragging about how they can hold 20% of the world's energy hostage."
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🧑💻 Bitcoin treasury company MetaPlanet $MPJPY logo displayed on the iconic Las Vegas Sphere yesterday.
Treasury companies are going mainstream. link
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Treasury companies are going mainstream. link
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🆕 Compound has proposed contributing up to 3,000 ETH to support the DeFi United-coordinated rsETH recovery effort, pending governance approval and recovery plan conditions. The Avalanche Foundation has expressed support for the initiative, while Renzo has supplied over $10 million in liquidity to the Aave V3 stablecoin markets as part of the recovery effort. #stablecoin link link link
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🤔 #ETH #BTC Vitalik Buterin: Ethereum is a Spreadsheet with Macros
On March 12, 2021, Ethereum founder Vitalik Buterin stated in a Tim Ferriss interview that Ethereum is fundamentally a "general-purpose blockchain." He explained that while Bitcoin is a static spreadsheet where users only control specific cells, Ethereum is a "spreadsheet with macros" where accounts can execute code and interact autonomously based on pre-programmed rules.
He believes the core of building on Ethereum lies in its autonomy; once an application is deployed, it no longer depends on its creator or any individual to maintain it, guaranteeing it runs strictly by its rules without interference. link link
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On March 12, 2021, Ethereum founder Vitalik Buterin stated in a Tim Ferriss interview that Ethereum is fundamentally a "general-purpose blockchain." He explained that while Bitcoin is a static spreadsheet where users only control specific cells, Ethereum is a "spreadsheet with macros" where accounts can execute code and interact autonomously based on pre-programmed rules.
He believes the core of building on Ethereum lies in its autonomy; once an application is deployed, it no longer depends on its creator or any individual to maintain it, guaranteeing it runs strictly by its rules without interference. link link
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💰 Colombia’s Largest Pension Fund Moves Into Bitcoin via BlackRock’s IBIT
According to CriptoNoticias, Colombia’s largest pension fund manager Porvenir has launched a crypto portfolio that offers indirect Bitcoin exposure via IBIT. The product is limited to voluntary pension accounts, with a minimum investment of COP 100,000 (~$25), and requires risk profiling before participation.
Local pension managers Protección and Skandia have previously introduced similar offerings, positioning crypto as a long-term portfolio diversification tool. link
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According to CriptoNoticias, Colombia’s largest pension fund manager Porvenir has launched a crypto portfolio that offers indirect Bitcoin exposure via IBIT. The product is limited to voluntary pension accounts, with a minimum investment of COP 100,000 (~$25), and requires risk profiling before participation.
Local pension managers Protección and Skandia have previously introduced similar offerings, positioning crypto as a long-term portfolio diversification tool. link
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🐳 It looks like whales are dumping $ETH!
2 wallets linked to GalaxyDigital deposited 45,000 $ETH ($104M) to Binance, Bybit, and #OKX over the past 15 hours. link link
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2 wallets linked to GalaxyDigital deposited 45,000 $ETH ($104M) to Binance, Bybit, and #OKX over the past 15 hours. link link
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🇺🇸📊 Arthur Hayes: War Spending to Drive Bitcoin to $125K by Year-End
At Bitcoin Vegas 2026, BitMEX co-founder Arthur Hayes predicted #BTC will reach $125,000 by year-end, driven by massive liquidity from wartime defense spending and U.S. banking deregulation.
Hayes noted the market narrative has shifted from AI-driven "credit deflation" to wartime inflation. He estimated that the recent Enhanced Supplemental Leverage Ratio (ESLR) adjustment could unlock $1.3 trillion in new loans, potentially generating up to $4 trillion in total credit creation to boost financial markets. #macro link
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At Bitcoin Vegas 2026, BitMEX co-founder Arthur Hayes predicted #BTC will reach $125,000 by year-end, driven by massive liquidity from wartime defense spending and U.S. banking deregulation.
Hayes noted the market narrative has shifted from AI-driven "credit deflation" to wartime inflation. He estimated that the recent Enhanced Supplemental Leverage Ratio (ESLR) adjustment could unlock $1.3 trillion in new loans, potentially generating up to $4 trillion in total credit creation to boost financial markets. #macro link
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🥷 Aave: DeFi United Releases Plan to Restore KelpDAO rsETH Backing
According to Aave, DeFi United released a plan to restore KelpDAO rsETH backing after the April 18 bridge incident, which caused 116,500 rsETH to be abnormally released from the Ethereum-side adapter.
The plan will use committed ETH funding to refill the affected lockbox and temporarily adjust the rsETH oracle price through governance to clear exploiter-related positions on Aave and Compound.
WETH and rsETH markets across multiple chains will remain frozen until normal operations resume. link
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According to Aave, DeFi United released a plan to restore KelpDAO rsETH backing after the April 18 bridge incident, which caused 116,500 rsETH to be abnormally released from the Ethereum-side adapter.
The plan will use committed ETH funding to refill the affected lockbox and temporarily adjust the rsETH oracle price through governance to clear exploiter-related positions on Aave and Compound.
WETH and rsETH markets across multiple chains will remain frozen until normal operations resume. link
Free Academy & VIP Access
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