✨ ETHZilla fuels Ethereum rally

📝 ETHZilla has filed to raise $10B through a stock offering to buy Ethereum. 💰

At the same time, on-chain data shows whales shifting large BTC holdings into ETH, accumulating 416,500 ETH ($1.98B) — with 275,500 ETH ($1.3B) already staked. 🔎

This whale-driven rotation explains ETH’s new ATH and sharp volatility. 🚀

⚠️ CryptoQuant warns of a shift in market balance

🕵️‍♂️ Analysts note that unless Michael Saylor and other corporates step up their Bitcoin accumulation, the market could soon face a phase where sellers outweigh buyers again. ⚖️💰

For now, net exchange flows remain positive, but the tipping point is close. 🤔

⚖️ XAI vs. Musk

The gaming blockchain network XAI has filed a lawsuit against Elon Musk, accusing him of trademark infringement and unfair competition.

🔹 Background:

▪️Ex Populus launched the XAI brand & token in June 2023.
▪️Musk’s xAI (founded July 2023) later moved into gaming, causing major confusion — even Grok mixed them up.
▪️XAI claims reputational damage tied to Musk’s controversies.

🔹 Pressure tactics: Musk’s lawyers tried to push XAI into abandoning the brand, but the USPTO already flagged potential conflicts.

🔹 What XAI wants:

▪️Cancel Musk’s xAI trademark filings
▪️Compensation for damages
▪️Ban Musk from using “xAI” in gaming & blockchain contexts.

🔥 A legal showdown is brewing: XAI vs. xAI.

🐋 Bitcoin Growth Bottleneck

🔎 On-chain analyst Willy Woo notes that BTC is growing slowly because most coins are held by long-term whales who bought around $10 in 2011.

💸 Now, for the market to push each 1 BTC higher, it needs $110,000+ in new capital per coin — a steep requirement that naturally slows price momentum. 👀

📊 The longer you HODL, the safer it gets:

▫️1D: 46.9% chance of loss
▫️1W: 44.3%
▫️1M: 42.2%
▫️1Q: 36.5%
▫️1Y: 23.5%
▫️3Y: 0.7%
▫️5Y: 0.2%
▫️10Y: 0%

⏳ Data proves it — time in the market beats timing the market. Just HODL. 🚀

🐳 OG Bitcoin Whale Goes Full ETH

A Bitcoin whale who accumulated 100,784 BTC seven years ago for $642M (now worth $11.2B) is making massive moves:

▪️Sold 22,769 BTC ($2.59B) on Hyperliquid
▪️Bought 472,920 ETH ($2.22B) spot
▪️Opened a long for 135,265 ETH ($577M)

This whale is clearly rotating BTC into ETH, signaling strong confidence in Ethereum’s upside. 🚀

🔎 Full wallet tracking available via Lookonchain and Arkm Explorer links.

ETH bulls are loving this — BTC holders might be feeling the squeeze.

🎢 Rough night for the market — but everyone’s still standing?

📉BTC dipped below $109K, while ETH dropped to $4,300. Nearly $900M in liquidations were triggered, with $780M from longs. The biggest single wipeout: $39.24M BTC-USDT on HTX.🙀

Meanwhile, Saylor keeps buying the top. Last week, Strategy scooped 3,081 BTC at an average of $115,829 — yet BTC has only traded at or above that price for 2 days total. 🧐

📊 Public companies keep stacking BTC!

Last week, they added 4,330 BTC to their holdings, pushing total reserves to 988,271 BTC — nearly 5% of Bitcoin’s circulating supply. 💰

🐳 Institutions clearly aren’t slowing down on accumulation.

🇦🇪 UAE just entered the top-4 Bitcoin-holding nations with 6,333 BTC (~$740M), per Arkham

Unlike most state stacks built from seizures, these coins were mined by Citadel Mining — a firm tied to Abu Dhabi’s royal family. 👑💻⛏️

Looks like oil isn’t the only thing the desert kingdom is pumping. 🚀

A new U.S. treasury firm B Strategy is raising $1B to load up on BNB! 😳

Backing the move? None other than CZ and YZi Labs — no surprises there 👀.

At this pace, every top-10 coin is about to get its own “mini-Strategy” treasury play. 🤑

📉 Crypto’s favorite “M2 = BTC up” pattern just broke

👀 Bitcoin is showing its biggest divergence from the money supply (M2) in 2 years. Normally, M2 growth = inflation fears = more BTC buying. And yes, institutions are quietly stacking.

But there’s a catch: old whales with “free” coins are dumping hard. So instead of rocket fuel, we’re watching supply pressure weigh on the market. 🐋💸

⚡️ Fun fact: Ethereum hit $500B market cap in just 5.8 years — twice as fast as Bitcoin (12 years) and quicker than any asset or company in history!

ETH may not flip BTC yet, but it already holds the world record for the fastest climb to half a trillion. 🚀

📊 Glassnode: BTC long-term holders have already locked in more profit this cycle than in any past cycle except 2016–17 👀

⚠️ Translation: old whales are cashing out heavily, adding strong sell pressure. Combined with other signals, this points to Bitcoin entering the late phase of the cycle.

Is this the start of distribution season? 🐋💸

📺 Trump Media, together with Yorkville and Crypto․com, is launching Trump Media Group CRO Strategy

💰 Capital breakdown:

▪️ $1B for buying CRO
▪️ $5B credit line for extra CRO purchases
▪️ $200M cash reserve
▪️ $220M in warrants

Also, a Crypto․com wallet will be integrated into Trump Media platforms.

Result? $CRO pumped nearly +40% in no time. 📈🔥

🔥 Scandal hits Hyperliquid

A wallet linked to Justin Sun went long on XPL (Plasma chain for stablecoins) at Hyperliquid, pumping the price +200%. Shorts got liquidated, and the wallet walked away with $16M profit. 💰

The catch? This move only happened on Hyperliquid — no pump on other exchanges. 🧐

Now critics say whales can exploit Hyperliquid’s low-liquidity pairs to wreck traders and profit, sparking serious reputation risks. Expect CEX rivals to amplify the drama — they’re already losing market share to Hyperliquid 📊

📉 Bitcoin network activity is cooling off

🔎 Glassnode reports that the average monthly transfer volume dropped from $26.7B → $23.2B (~13%).

If it slips below the yearly average of $21.6B, it could signal waning speculative activity and a broader decline in demand across the network. ⚠️