NuMe Analysis
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πŸ‘¨β€πŸ’» We do on-chain research and updates on #Crypto, including analysis, explanations, and unusual on-chain alerts.

πŸ’ŽFor paid/cross promotion: @nofacerrr
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πŸ†• Several bullish signals are returning for #SOL. 🚨

Solana generated more revenue than all other L1 and L2 networks combined in Q1 2025.

This is especially impressive given Solana's extremely low transaction fees.

Additionally, $SOL has flipped $ETH to become the leading project in terms of staked market cap.

🧐 @NumeAnalysis
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πŸ” Top 10 Fundraising Deals - Week 16 [April 14–20]

1️⃣ Auradine, a Bitcoin mining hardware manufacturer, successfully raised $153M to expand its BTC miner production and develop a new AI infrastructure platform called AuraLinks AI. Key investors include StepStone Group, Samsung Catalyst Fund, Qualcomm Ventures, Premji Invest, Mayfield, and MARA Holdings.

2️⃣ ZENMEV secured $140M in funding from VentureX, reaffirming its mission to redefine MEV (Maximal Extractable Value) β€” turning it from a threat into a value-generating opportunity in the DeFi space.

3️⃣ LayerZero raised $55M through a token-based funding round led by the prominent venture capital firm Andreessen Horowitz (a16z crypto).

4️⃣ DWF Labs invested $25M to purchase $WLFI tokens, aiming to secure governance rights in World Liberty Financial and help inject liquidity into the USD1 stablecoin. The so-called β€œTrump project” has now raised $615M total, with $550M from the community, and the rest from institutions like Tron ($30M), Web3Port ($10M), and DWF Labs.

5️⃣ ZND, a digital finance platform, announced a $20M raise led by Rollman Management Digital.

6️⃣ Optimum, an infrastructure project for decentralized node networks, closed an $11M Seed round. Investors included 1kx, Robot Ventures, The Spartan Group, CMT Digital, LongHash Ventures, GSR Markets, Animoca Brands, and prominent individuals like Sandeep Nailwal and Arthur0x.

7️⃣ Resolv, a delta-neutral stablecoin platform focused on yield optimization, raised $10M in its Seed round. The round was led by Cyber Fund and Maven 11 Capital, alongside Coinbase Ventures, Arrington Capital, Animoca Ventures, and Robot Ventures.

8️⃣ ORO AI, a decentralized platform enabling users to earn from AI data, raised $6M in its Seed round. Leading the round were CSX (the a16z Crypto accelerator) and Delphi Ventures, with support from NEAR Protocol, Orange DAO, 0G Labs, and other VCs.

9️⃣ Neutrl, a protocol for generating returns from altcoin arbitrage, closed a $5M Seed round led by Stix and Accomplice Blockchain. Additional participants included Amber Group, Nascent, Figment Capital, SCB Limited, and several industry angels.

πŸ”Ÿ Glider, a digital asset investment startup, secured $4M in a round led by a16z crypto, with participation from Coinbase Ventures, GSR Markets, and Uniswap Labs Ventures.

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πŸ“Š The Market This Morning is Thriving! πŸš€
Bitcoin is currently hovering around $93,000, and Ethereum is trading at $1,773. The total crypto market cap is up 4.4%, reaching $3.02 trillion.
Meanwhile, nearly $600 million has been liquidated in the past 24 hours. The Fear & Greed Index jumped from 47 to 72, indicating growing greed sentiment in just one day.
The White House reports major progress in trade talks with China.

President Donald Trump has stated he has no intention of firing Federal Reserve Chair Jerome Powell, despite rumors from the press. He simply hopes Powell will be more proactive in cutting interest rates, believing now is the right time to act.


πŸ†• General News
🟒 BlackRock continues its pro-Bitcoin stance by adding $84 million to its spot ETF.
🟒 Trump Media finalized an ETF partnership with Crypto.com, while Tesla retained its over $1 billion BTC holdings in Q1.
🟒 CZ, founder of Binance, met with Malaysia’s Prime Minister to promote blockchain and crypto innovation.
🟒 Galaxy Digital shifted $100 million from ETH to SOL, signaling a pivot as Ethereum faces increasing competition.

🧠 Key Market Developments
🟒 Last week, digital asset investment products saw cautious inflows of only around $6 million. However, macro news has stirred significant market interest.
🟒 The appointment of Paul Atkins, a crypto-friendly figure, as the new SEC Chair replacing Gary Gensler, is gaining strong attention from investors.
🟒 In Europe, ING Bank of the Netherlands is reportedly exploring a new stablecoin project in collaboration with traditional financial institutions and crypto firms.
🟒 The XRP community faced panic after discovering malware with a backdoor embedded in XRP Ledger software.
🟒 Mantra announced it will burn 160 million $OM tokens, half of which come from the DAO founder’s wallet, to rebalance supply after recent price drops.

πŸ”ˆ This Week’s Fundraising Highlights
🟒 Upexi, a CeFi project, raised $100 million following its IPO, led by GSR.
🟒 Arch Network, a blockchain infrastructure startup, secured $13 million in a Series A round from Pantera Capital.
🟒 Tally and Analog also raised $8M and $15M, respectively, to develop on-chain governance and cross-chain interaction solutions.

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πŸ†• Investor enthusiasm is starting to return β€” a positive signal for the market.

πŸ“ˆ $BTC Futures Open Interest has surged from $36.2B to $38.6B today, an increase of $2.4B in just 36 hours.

This marks the highest OI level since late March, indicating a strong uptick in derivative positioning.

At the same time, $BTC Spot Volume has skyrocketed from $2.9B to $8.0B, nearly tripling in less than 36 hours.

🧐 @NumeAnalysis
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🚨 BTC at $94K – Trump to Host Dinner for Top 20 $TRUMP Holders

President Donald Trump is planning a private dinner event with the top 220 holders of the $TRUMP memecoin, a token named after him.

In his latest statement, Trump confirmed there will be no changes to the proposed 145% tariff on Chinese goods, though he admitted the figure is quite high.

Regarding the Fed, Trump said he has not yet spoken to Chairman Jerome Powell, but may do so soon as he believes interest rates are being kept too high.

Meanwhile, SEC Chairman Paul Atkins has emphasized that establishing a clear regulatory framework for digital assets is a top priority.

πŸ“ˆ Market Overview:
🟒 $BTC: $93K
🟒 $ETH: $1,788
🟒 Total Market Cap: $3.01 trillion
🟒 24H Liquidations: $353 million (Shorts account for 54%)
🟒 Fear & Greed Index: Slight drop from 72 to 63

πŸ†• General News:
🟒 SOL Strategies secured a $500 million convertible loan to increase its $SOL holdings.
🟒 Floki partners with Rice Robotics, a SoftBank-backed company, to tokenize AI data.
🟒 Ubisoft, the creator of the Assassin’s Creed franchise, has teamed up with Immutable to bring Might and Magic to blockchain gaming.
🟒 Bitcoin has surpassed Google to become the 5th largest asset by market cap globally.
🟒 21Shares has filed to launch a $SUI token ETF in Delaware.
🟒 The SEC has filed charges against the founder of PGI Global for allegedly defrauding investors of $198 million in crypto and forex schemes.

πŸš€ Product Launches:
🟒 PayPal announced a 3.7% yield for U.S. users holding PYUSD, effective this summer.
🟒 Scroll, an Ethereum Layer 2 solution, rolled out the Euclid upgrade to boost speed and network security.

πŸ’Έ Fundraising Highlights:
🟒 Symbiotic raised $29 million in a Series A round led by Pantera Capital.
🟒 Mask Network successfully secured $5 million in strategic funding from DWF Labs.
🟒 Inflowpay, a blockchain services startup, raised $1.1 million in a Pre-Seed round.

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🚨 Binance will delist and cease trading for all spot trading pairs of the following tokens on May 2, 2025:

🟒 Alpaca Finance (ALPACA)
🟒 PlayDapp (PDA)
🟒 Viberate (VIB)
🟒 Wing Finance (WING)

If you’re holding these tokens, please proactively manage your open orders and related assets before the above date to avoid any impact.
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🚨 One of the most notable macro signals right now is China’s M2 money supply, which has just reached 326.13 trillion yuan (~$44.89 trillion USD).

This figure is more than double that of the United States, whose current M2 stands at $21.67 trillion USD. This could potentially trigger global liquidity expansion.

Historically, when China significantly increases its money supply to stimulate the economyβ€”as it did in 2016 and 2020β€”it tends to set off a chain reaction. Central banks around the world, particularly in the U.S. and EU, often follow suit.

What usually follows is a broad rise in asset pricesβ€”stocks, commodities, gold, and #BTC.

🧐 @NumeAnalysis
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πŸ“Alpha Points on Binance – New Points System for TGE & Airdrop Hunting

Binance has just introduced Alpha Points – a new points system to evaluate user activity within the Binance Alpha and Binance Wallet ecosystem.

This score will determine whether you can participate in special events like TGE (Token Generation Event) or receive Alpha Token airdrops in the future.

πŸ” How to Check Your Alpha Points:
🟒 Open the Binance app, go to β€œMore” β†’ β€œInformation” β†’ β€œAlpha Points” to view your current points and detailed calculation method.

πŸ’‘ What Are Alpha Points?
It’s Binance’s way of tracking your interaction and contribution within their ecosystem. Each day, points are calculated based on two factors:
🟒 Your total asset balance (including both Binance Wallet and non-custodial wallets)
🟒 The amount you’ve spent purchasing Alpha Tokens

πŸ“Š Point Calculation Details:

1️⃣ Based on Asset Balance:
🟒 $100 to under $1,000: 1 point
🟒 $1,000 to under $10,000: 2 points
🟒$10,000 to under $100,000: 3 points
🟒Over $100,000: 4 points

2️⃣ Based on Alpha Token Purchases:
🟒 First $2: 1 point
🟒 Double the amount, gain 1 more point (Example: $4 = 2 points, $8 = 3 points, $16 = 4 points, … up to $512 = 9 points max)
🟒Your total Alpha Points are the sum of points accumulated over the last 15 days, updated daily.

Essentially, this is how Binance filters out genuinely β€œactive” users to prioritize benefits during token launches or airdrops.
If you want to β€œsecure a spot,” I think you should start accumulating points early – as this mechanism might become stricter over time.

🧐 @NumeAnalysis
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🚨 Top 10 leading chains with TVL growth exceeding $10 million over the past 7 days.

Among them, $SUI has seen the strongest recovery, thanks to its HST capturing capital inflow.

Based on admin’s perspective, $S and $INJ deserve to be added to your watchlist.

🧐 @NumeAnalysis
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🚨 Supply Mapping of $BTC shows strong activity in April from the First Buyers group:

πŸ”Ί RSI maintained > 50 throughout the month

πŸ”Ί Last week it reached 100

πŸ”Ί Today it’s still high at 80

This indicates rising FOMO and new capital flowing into the market, even as #BTC has already heated up.

🧐 @NumeAnalysis
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🚨 IMPORTANT ECONOMIC EVENTS THIS WEEK

While everyone might be gearing up for the holiday spirit, don't forget there are some key economic events happening this week too!
The results from these events will directly impact the Fed’s upcoming interest rate decision at the May 8th FOMC meeting β€” which means they could affect our portfolios πŸ₯Ή

πŸ—“ April 29 – JOLTs Job Openings

πŸ—“ April 30 – Big Day
πŸ”΄ Core PCE Price Index
πŸ”΄ Q1 GDP Growth Rate
πŸ”΄ Personal Income & Spending

πŸ—“ May 2 – Non-Farm Payrolls & U6 Unemployment
πŸ”΄ Non-Farm Payrolls (NFP)
πŸ”΄ Unemployment Rate

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🚨 $HYPE is currently the most undervalued exchange token. πŸš€

Hyperliquid just recorded the highest trading fees across the entire crypto market over the past 24 hours.

At this pace, they are on track to generate an annual revenue of around $600 million.

And 97% of that revenue will be used to buy back $HYPE.

🧐 @NumeAnalysis
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🚨 Token Unlocks This Week [April 27 – May 3] – Watch Out for Hidden Waves!

πŸ”΄ Optimism: $25M unlocking on April 30 and $11.3M on May 1
πŸ”΄ Sui Foundation: $207M unlocking on May 2
πŸ”΄ Official Trump token: daily unlocks – and Mr. Trump’s way of "supporting" the price is a private dinner with the top 220 Trump holders
πŸ”΄ Celestia: slow and steady – almost daily unlocks creating silent supply pressure

πŸ‘‰ Token unlocks don't always mean a price dump, but this week we have significant unlocks from top trending projects => market sentiment could be easily affected.
πŸ‘‰ If you're holding any of these tokens, keep a close watch to avoid getting caught off guard.

🧐 @NumeAnalysis
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🚨 BLACKROCK IS SO BACK πŸ”₯

While everyone was still chilling over the weekend, BlackRock (IBIT) quietly "scooped up" a massive $970.9 million into its Bitcoin ETF on April 28 β€” basically carrying the entire ETF market:

πŸ”΄ IBIT: +$970.9M
πŸ”΄ ARKB (Ark): -$226.3M
πŸ”΄ GBTC (Grayscale): -$42.7M

This inflow is nearly 2–3 times higher than the combined ETF inflows over the previous two days.
Is BlackRock sending out a hidden signal?

🧐 @NumeAnalysis
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πŸ†•πŸ†•πŸ†• Bitcoin Rebounds to $94.7K: What’s Going On?
According to Glassnode’s The Week On-chain Week 16–2025 report, Bitcoin has made an impressive recovery to $94.7K, fueled by optimism over tariff reductions and a shift in investor sentiment. Here are the key highlights:

1️⃣ Bitcoin Breaks a Key Level
🟒 Bitcoin has reclaimed the Short-Term Holder Cost Basis (STH-CB) at $92.9K β€” a critical threshold that often separates bearish from bullish phases.
🟒 However, this is just a temporary breakout. For a sustained uptrend, the price needs to hold above this level for a longer period.

2️⃣ Notable On-chain Metrics
🟒 The percentage of supply in profit has risen to 87.3%, indicating most Bitcoin holders are in the green β€” though still below the 90% threshold often associated with market euphoria.
🟒 The short-term holder (STH) profit/loss ratio has reached 1.0, meaning many recent buyers are breaking even, which could lead to selling pressure.
🟒 Realized profits have spiked, primarily due to short-term holders taking profits.
🟒 The STH-SOPR (Spent Output Profit Ratio) has exceeded 1.0 for the first time since February β€” a positive sign that short-term investors are selling at a profit.

3️⃣ Derivatives Market: Leverage and Caution
🟒 Open interest in futures contracts has jumped 15.6%, indicating increased leverage and potential for heightened volatility.
🟒 Funding rates are in the negative (-0.023%), signaling that many traders are shorting the market and betting on a price drop. If prices continue rising, a short squeeze could occur.

4️⃣ Strong Institutional Demand
🟒 U.S. spot Bitcoin ETFs recorded a record $1.54 billion in inflows in a single day, highlighting strong institutional interest.
🟒 Compared to Ethereum, Bitcoin clearly dominates ETF inflows β€” explaining ETH’s relative underperformance during this rally.

πŸ” Conclusion
Bitcoin’s price surge reflects macro-level optimism and strong short-term investor activity. However, profit-taking and cautious sentiment in the derivatives market remain key risks. Institutional inflows are a major bullish catalyst, but holding key support levels will be essential to sustaining the rally.

🧐 @NumeAnalysis
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⚠️ We can clearly see that new retail investors are quite a luxury this season.

The search volume for β€œBitcoin” on Google remains at long-term lows, even though $BTC is hovering near its all-time high.

This cycle is completely different from 2017 and 2021.

Most of the buying pressure for $BTC is coming from ETF institutions β€” and of course, they’re not swapping into altcoins.

🧐 @NumeAnalysis
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πŸ‘€ It’s still far too early to say that #SOL is done for.

Solana DeFi continues to grow rapidly.

Stablecoin supply on the network has surged 400% over the past 365 days.

Meanwhile, SOL staking TVL has also reached a new all-time high.

🧐 @NumeAnalysis
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