🇺🇸📝 #macro USA
- Initial Jobless Claims = 189K (exp 213K / prev 214K)
- Continuing Jobless Claims = 1.785M (exp 1.820M / prev 1.821M)

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🇺🇸📈 US economic growth hits 2.0% in Q1, coming in below expectations of 2.2%. link

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🇺🇸🧑‍💻 US Senator Cynthia Lummis announces that Bitcoin and crypto market structure legislation will be marked up "in May."

"We are gonna get it to the finish line." link

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🇩🇪📊 $BTC and DXY haven't moved this opposite in 4 years.

30-day correlation: -0.90.
81% of recent $BTC short-term moves are tied to DXY shifts.

DXY: 98.6010
Y yield: 4.36%
US-Germany 10Y spread: 155bp

Historically, when this gets this extreme, it breaks one way — and the dollar usually leads the resolution.

Most CT charts $BTC. We chart what's pulling the strings.

Read your dollar before your bitcoin. link

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🧑‍💻 PayPal has announced a strategic reorganization of its business, making payment services and cryptocurrency one of the three core segments.

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📊 Update:
With the spot price trading at $75.7K, the key on-chain price models are as follows:

Active Investors Mean: $85.0K
STH Cost Basis: $78.9K
True Market Mean: $78.0K
---- Spot Price: $75.7K ----
Realized Price: $54.1K

glassno.de/3XDy2xe

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📊 #POLY #UMA Polymarket Attracts Chainalysis to Monitor Insider Trading. theblock link

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🐳 Apr 30 Update:

Bitcoin ETFs:
1D NetFlow: -1,725 $BTC (-$131.69M)
7D NetFlow: -3,797 $BTC (-$289.79M)

Ethereum ETFs:
1D NetFlow: -41,275 $ETH (-$93.41M)
7D NetFlow: -110,593 $ETH (-$250.27M)

Solana ETFs:
1D NetFlow: +1,465 $SOL (+$122K)
7D NetFlow: +81,911 $SOL (+$6.8M) link

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😱 $META crashes 10%, wiping out $175,000,000,000 from its market cap today.

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🕵️ #MEGA Bubblemaps: MEGA tokens were distributed among 8,360 addresses, with approximately 50% of addresses still holding all the tokens. About 40% of addresses have sold them completely, and around 10% of addresses have sold only a portion of the coins. link

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🇺🇸💵 250,000,000 $USDC (249,973,000 USD) minted at USDC Treasury link

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🕵️ 2,986.61 #BTC ($228,426,398)
aggregated inflows to Binance link

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🕵️ 2,986.61 #BTC ($228,426,398)
aggregated inflows to Binance link

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📈 Google $GOOGL surpasses $4.5 trillion market cap, adding over $300 billion so far today.

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🕵️ $12 trillion Vanguard Group's Total Stock Market Index Fund has increased its position in Bitcoin treasury company Strive $ASST by 276,200 shares, bringing its total holdings to 1.72 million shares ($25.2 million). link

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🤔 Meta Platforms shares fell approximately 10% after announcing an increase in AI spending to $125–145 billion. The company is also planning a bond sale of $20–25 billion, which has raised investor concerns over potential returns. link

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🚀 Perp demand is rising while spot demand is still contracting.

This exact setup appeared in 2022 and preceded the next leg down.

It doesn’t guarantee the same outcome, but structurally, this is a bearish demand signal. link

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⚖️ Strategy's average $BTC cost is $75,537. Spot is $76,308. Razor thin.

818,334 $BTC. Total cost basis ~$61.81B.

April 27: +3,273 $BTC for $255M
April 20: +34,164 $BTC for $2.54B
YTD treasury yield: 9.6%
Stated goal: 5–7% of total $BTC supply

Saylor is buying with conviction at the line in the sand — not when it's safe. The pace tells you what they see on the dashboards CT isn't reading. link

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🕵️ Musk: “Some Crypto Assets Have Merit, but Most of Them Are Scams”

According to Fortune, during his lawsuit against OpenAI, Elon Musk stated that “some crypto assets have merit, but most are scams.” This comment was made in response to inquiries about OpenAI’s 2018 plan to issue tokens via an ICO to fund its nonprofit operations. Despite his past support for the sector, including Tesla’s $1.5 billion Bitcoin purchase in 2021 and his influence on Dogecoin, Tesla sold about 75% of its crypto holdings in 2022. #regulation link

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🤔 XXI CEO Jack Mallers just announced plans to build a Bitcoin conglomerate.

$XXI is acquiring Strike for financial services, Elektron for mining, securitizing cash flows in capital markets, and pursuing M&A of BTC companies.

"We don't just buy Bitcoin. We produce it." link

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📊 Senate Unanimously Passes Resolution Banning Members From Trading on Prediction Markets.

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