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

The search volume for “Bitcoin” 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 — and of course, they’re not swapping into altcoins.

🧐 @NumeAnalysis

👀 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

🗓 2025 Crypto May Calendar

May 1 : US - Initial Jobless Claims
May 1 : US - Fed's Balance Sheet
May 1 : JP - BoJ Interest Rate Decision
May 1 : $WLD - Live Update with Sam Altman
May 2 : US - Unemployment Rate
May 2 : US - Nonfarm Payrolls
May 1 ~ May 2 : $SUI - Sui Basecamp
May 2 : $PENDLE - Fee Structure Update

May 5 : $HYPE - New Fee/Stakigng Tiers System
May 6 : $BERA - End of BOYCO
May 6 : House Financial Services Committee - Hearing on Digital Assets
May 7 : US - FOMC
May 7 : $ETH - Pectra Upgrade
May 7 : Exchanges - Suspension of ETH-Based Deposits and Withdrawals
May 8 : US - Initial Jobless Claims
May 8 ~ May 11 : RU - Temporary Ceasefire in the Russia-Ukraine War
May 8 : JP - BOJ's March MPM Minutes
May 8 : Upbit - $HPO Delisting for Rebranding
~May 8 : $ZK - Big Announcement
May 9 : Coinbase - $BTC $ETH Futures for US

May 12 : US - Federal Budget Balance
May 12 : SEC - Virtual Asset TF 3rd Roundtable
~May 12 : $TRUMP - Snapshot Ends
May 13 : US - CPI
May 13 : JP - BOJ's April MPM Summary of Opinions
May 13~5/16 : US - Trump Middle East Visit
May 14~5/16 : Consensus Toronto
May 15 : US - PPI
May 16 : Terraform Labs - Loss Claims Registration Deadline

May 19 : CME - XRP Futures
May 19 ~ May 22 : MSFT - Microsoft Build
May 20 ~ May 21 : GOOGL - Google I/O
May 22 : $TRUMP - Dinner with Trump

~May 26 : US - U.S. Senate to Vote on GENIUS Act
May 30 : FTX - 2nd Repayment

👀 TBD in May
US, CN - Trump - Xi Jinping Meeting
TSLA - The Return of Elon Musk
ZIL - Zilliaq 2.0 Mainnet
Mezo - Mainnet

🧐 @NumeAnalysis

🚨 Major Drama: MOVEMENT Caught in Secret Deal with Market Maker – $MOVE Gets Delisted

In less than 5 months, a multi-billion-dollar Layer 2 project backed by Binance Labs and even the Trump family is now facing a serious scandal shaking the entire crypto community.

After details about the market-making deal and token dumping behavior were exposed by the media, everything unraveled rapidly:

❌ Coinbase officially delists $MOVE
🔴 On the evening of May 1, 2025, Coinbase announced it would suspend trading of MOVE starting May 15, citing “failure to meet listing standards.”
🔴 MOVE was immediately placed into limit-only mode.
🔴 The token price dropped another 14% following the news, hitting a new all-time low of around $0.18.
While Coinbase didn’t give specifics, CoinDesk confirmed that their investigation played a decisive role in the delisting.

❌ Co-founder Rushi Manche suspended
🔴 On May 2, 2025, Movement Labs confirmed on X (formerly Twitter) that Rushi Manche had been suspended while an independent investigation by Groom Lake is underway.
🔴 The suspension came just hours after Coinbase’s announcement, indicating intense internal pressure at Movement.

🧐 @NumeAnalysis

🚨 The RSI heatmap for altcoins shows a strong recovery led by meme coins and AI agent projects. 🆕

Interestingly, both of these groups share one thing in common — they have no VC backing.

The trend of non-VC-funded projects outperforming the rest has continued from last year until now.

I believe this trend will persist for years to come.
Gone are the days when a project’s value was judged by how much money it raised — inflated fundraising numbers are now everywhere.

🧐 @NumeAnalysis

🆕🆕🆕 Market Update – May 3rd
🔴 Bitcoin ($BTC): $96,600
🔴 Ethereum ($ETH): $1,830
🔴 Fear & Greed Index: 65 (slightly down from 67 yesterday)
🔴 Total Market Cap: $3.11 trillion, down 2.1% over the last 24 hours

✔️ Top News
🟢 Morgan Stanley is planning to offer crypto trading services to E*Trade clients.
🟢 Kraken reported $472M in revenue for Q1 2025, up 19% YoY, driven by market volatility under Trump and in preparation for its upcoming IPO.
🟢 Kraken is also launching crypto derivatives trading for professional investors in the UK — part of its latest expansion efforts.

✔️ Product Updates
🟢 Strategy aims to raise up to $21 billion in Class A shares via an At-the-Market (ATM) equity offering.
🟢 Sam Altman's Worldcoin officially launches in the U.S., with plans to integrate Visa cards and a pilot program in partnership with Tinder.
🟢 Ethena partners with TON Foundation to bring its USDe and sUSDe stablecoins to the Telegram ecosystem.
🟢 Movement Labs suspends co-founder Rushi Manche following a market-making controversy.

✔️ Fundraising Highlights
🟢 Dao5 closes its second fund at $222M, targeting a diversified investment strategy.
🟢 Dinari raises $12.7M in a Series A round to expand tokenized stock access for non-U.S. investors.
🟢 aZen secures $1.2M in a seed round and Web3 grants to build DePIN infrastructure for mass-market AI, after onboarding 600,000 users.

🧐 @NumeAnalysis

🆕🆕🆕 24-Hour News Update!

🟢 TRUMP (source): “I want crypto, I think crypto is very important — because if we don’t do it, China will.”

🟢 Solana developers (source) have patched a vulnerability that could have allowed attackers to mint unlimited tokens or steal from user accounts.

🟢 President Trump (source) said, “I want a fair deal with China, but China has scammed us for many years.”

🟢 OKX CEO Star Xu (source) announced that the company’s DEX will relaunch today with real-time abuse detection and prevention.

🟢 Binance founder CZ (source) proposed using $BNB and $BTC for Kyrgyzstan’s national crypto reserve after joining its national crypto committee.

🟢 Strategy (source) has acquired 1,895 $BTC between April 28 and May 4 at an average price of $95,167, totaling $180.3 million.

🟢 Ripple (source) has pledged $25 million in $RLUSD to support classrooms, teachers, and financial literacy initiatives across the U.S.

🟢 Bessent (source) said Trump’s tariffs, tax cuts, and deregulation are all part of a unified strategy to boost long-term investment in the U.S.

🟢 eToro (source) plans to raise $500 million via an IPO in the U.S.

🟢 Vitalik Buterin (source) proposed simplifying Ethereum using the Fusaka fork — a new consensus layer and a possible switch to RISC-V VM for better scalability and resilience.

🟢 Digital asset investment products (source) saw $2 billion in inflows last week, with Bitcoin attracting $1.8 billion despite $6.4 million in outflows from bearish investors.

🟢 Trump’s private dinner with top $TRUMP memecoin holders (source) is scheduled for May 22.

🟢 The SEC has delayed its decision on the Canary Spot Litecoin ETF (source).

🧐 @NumeAnalysis

🚨 The following 3 projects may be entering a danger zone. 🚨

World Liberty Financial has transferred three tokens worth a total of $4.51M to a new wallet address just a few hours ago.

Details:
🔴 103,911 AVAX ($2.06M)
🔴 7.58M MOVE ($1.27M)
🔴 5.98M SEI ($1.18M)

👛 Wallet address: 0x0384c4ccc4981c8035a2d06814961c2243c5a7f2

If they were able to buy, they can definitely sell. And with a name like World Liberty Financial, any selling activity could trigger a domino effect.

🧐 @NumeAnalysis

🚨 Crypto Daily – Daily News Highlights 🆕🆕🆕

FED maintains interest rates at 4.25% – 4.5%, marking the third consecutive meeting (since January) without a rate change.
🔴 This morning, BTC hit $98K, ETH at $1,800.
🔴 Total market cap: $3.12T
🔴 Fear & Greed Index: down from 67 to 65

📌 Notable News
🔴 U.S. Senator investigates Trump’s crypto activity: A Democratic senator has announced a probe into crypto-related business activities involving President Donald Trump.
🔴 Ethereum activates Pectra upgrade: This upgrade includes 11 improvements focused on user experience, validator operations, and Layer 2 scalability support.
🔴 New Hampshire becomes first U.S. state to pass a “Strategic Bitcoin Reserve” law — a milestone in state-level Bitcoin adoption.

🔄 Product Updates
🔴 Bitwise files for a NEAR ETF: NEAR could be the next asset to receive ETF status.
🔴 Movement Labs terminates contract with Rushi Manche following drama surrounding the MOVE token.
🔴 Fraction AI officially launches mainnet, now ready for public use.
🔴 Tether launches native USDT on Kaia blockchain, in partnership with LINE NEXT to expand Web3 adoption.
🔴 Binance introduces Alpha Point consumption mechanism starting May 13: Points will be automatically deducted for users participating in TGE or receiving airdrops. More details to come.

💵 Funding Rounds
🔴 Alt DRX raises $2.7M in Pre-Series A, aiming to tokenize real estate.
🔴 BVNK secures strategic investment from Visa to expand stablecoin infrastructure.
🔴 AppLayer completes new funding round.

🎁 Airdrop Opportunities
🟢 Solana Name Service ($SNS) launches token — users can check eligibility for airdrop.
🟢 Doodles opens airdrop registration and eligibility check.
🟢 Binance airdrop for SXT and DOOD early users — Alpha Points to be announced prior to listing.

🧐 @NumeAnalysis

🗓 2025 Crypto June Calendar

~ June 1 : $ETH - SEC's Deadline for Grayscale's ETF Staking
June 2 : US - Fed Powell Speaks
June 2 : $EDGEN - Binance Alpha
June 2 : Bithumb - $WEMIX Delisting
June 2 : FTX - Repayment (Excluding the U.S)
~June 2 : Upbit - Deadline for $XEM $STMX Delisting Review
June 3 : KR - Presidential Election
June 3 : $BDXN - Binance Alpha/ Perp Listing
June 4 : US - Tariffs on Steel/Aluminum 25% → 50%
June 4 : US - Beige Book
June 4 : Upbit - $EOS → $A Rebranding
June 5 : US - Initial Jobless Claims
June 5 : $TAIKO - $49M Unlock (69.5% of Circ)
June 6 : US - Nonfarm Payrolls
June 6 : US - Unemployment Rate
June 8 : Sahara AI - Buidlpad Token Sale (KYC)

June 9 : SEC - Round Table on DeFi
June 9~13 : APPL - Apple WWDC 2025
June 9 : Plasma - $XPL Token Sale Deposit Start
June 9 : $GALA - Node Staking
June 9 : Skate - TGE
June 10 : U.S. House of Representatives - Markup of Crypto Market Structure Bill
June 11 : US - CPI
June 12 : US - PPI
June 12 : $SNS - TGE/Airdrop
June 14 : $TRUMP - Trump's Birthday
June 15 : $DOGE - SEC's Deadline for Bitwise ETF
June 15 : $WEMIX - Buyback Starts
June 16 : JP - BoJ Interest Rate Decision
June 15~17 : G7 Summit

June 17 : Nansen - Point Program
June 17 : $ZK - $41M Unlock (20.9% of Circ)
June 18 : US - FOMC
June 18 : US - Fed Powell Speaks
June 18 : $SOPH - Sophon Farm Phase1
June 20 : US - Quadruple Witching Day
June 20 : $ZRO - $57.8M Unlock (23% of Circ)
June 20 : $LISTA - $7.2M Unlock (19% of Circ)

June 26 : Coinbase - $MOBILE $RNDR $RBN $SYN Delisting
June 26 : $BLAST - $29M Unlock (35.8% of Circ)
~June 30 : US - 25% Tariffs on Phonemaker (Apple, Samsung)
June 30 : Bithumb - $ASM Delisting

👀 TBD in June
$BLUM - TGE
$ENA - Converge Chain

🚨 With pump.fun planning to launch a token at a $4B FDV valuation ❌❌❌

This will negatively impact DEX-related projects on $SOL such as $JUP, $JTO, and others.

Liquidity is already weak, and now it’s going to become even more fragmented.

For now, stay away from tech coins in the $SOL ecosystem, guys.

🧐 @NumeAnalysis

🚨 Unlock Schedule This Week: Over $230 Million Worth of Tokens About to Hit the Market 🆕🆕🆕

🟢 Arbitrum (ARB) on June 16, with approximately $31.6 million worth of tokens being unlocked — accounting for nearly 2% of the circulating supply.

🟢 ZKsync (ZK) will unlock around $37.9 million worth of tokens, which is nearly 21% of the current circulating supply. This is a very high percentage and could create strong selling pressure if there’s not enough demand to match it.

🟢 Fountain (FTN) is also worth noting, with $89 million worth of tokens unlocking on June 18, representing almost 5% of its circulating supply. The project has already unlocked 90% of its total supply, so the later unlocks tend to carry more noticeable pressure.

🟢 ZRO is set for a major unlock on June 20 as well, with more than $45 million worth of tokens.

🟢 Several other names also have unlock events this week, including MELANIA, APE, LISTA, and ID, with unlocking rates ranging from 1% to over 15% of their circulating supply.

In summary: This is a week of widespread unlocks across multiple projects. The market is already in the red — and if it drops more... well, we’re kind of used to it by now.

🧐 @NumeAnalysis

🚨 Projects with major news that could impact price movements this week 🆕🆕🆕

$ARB – The voting for Arbitrum’s proposal to launch the DeFi Renaissance Incentive Program will conclude on June 20.

$AERO – Millions of users will soon be able to trade Base tokens via Aerodrome directly from the Coinbase app.

$SOL – The SEC has requested Solana ETF issuers to submit amended S-1 filings this week.

$HUMA – A proposal to activate staking rewards for Huma Finance is expected to go live this month.

$S – Sonic’s Season 2 Airdrop campaign begins on June 18.

$BTC – The next FOMC interest rate decision will be announced on June 18.

$STRK – Starknet Staking v2 is set to launch this week.

🧐 @NumeAnalysis

📉 The Fed Holds Interest Rates Steady, Projects Two Rate Cuts in 2025 🆕🆕🆕

Despite pressure from Trump, the Fed remains firm, keeping rates at 4.25–4.5% following the June 18 meeting.
🔹 Inflation has not cooled enough, and 2025 GDP growth is projected at only 1.4%, so no rush to ease policy.
🔹 Two rate cuts are expected this year — with lighter expectations for 2026 and 2027.
🔹 Chairman Powell cautions that recent inflation data only reflects the past, and the Fed will remain cautious.

♟ Highlights:
🟢 The U.S. Senate has passed the GENIUS Act, a stablecoin bill, by a vote of 51–23. It now moves to the House for further review.
🟢 Iranian crypto exchange Nobitex is suspected of being exploited, with estimated losses of $90 million, according to an investigation by ZachXBT.
🟢 JP Morgan is preparing to pilot its JPMD deposit token on the Base network.
🟢 JD.com, China’s largest retailer, plans to launch a global stablecoin to reduce cross-border transaction costs by 90% and settle payments in under 10 seconds.
🟢 The first spot XRP ETF has launched in Canada.

🔔Product Updates:
🟢 Ethena Labs partners with Securitize to enable 24/7 instant swaps between USDtb and BlackRock’s tokenized fund.
🟢 DTCC has listed VanEck’s spot SOL ETF among its “active and upcoming” funds.
🟢 Polygon co-founder splits off to launch a new independent zero-knowledge project called ZisK.
🟢 Elastos, a Bitcoin DeFi project, has introduced a new stablecoin BTCD, backed by BTC.

💰 Funding Rounds:
🟢 XFX raised $9.1M in a Seed round.
🟢 Uptopia_xyz (GameFi) secured $4M in a Pre-Seed round led by Pantera Capital.
🟢 Gradient Network raised $10M in a Seed round to reshape AI.
🟢 BitVault (DeFi) secured $2M in a Pre-Seed round from GSR, Gemini, and Auros to launch a BTC-backed currency.
🟢 TacBuild (Chain) raised $5M in a strategic round, bringing its total to $11.5M, led by hack_vc.

🧐 @NumeAnalysis

🚨 Crypto Bulletin 🆕🆕🆕

📰 Top News
🟢 Tokenized real-world assets (RWA) continue to hit new highs, with total market capitalization now surpassing $23 billion.
🟢 The number of commits on Bitcoin Core has dropped to a 10-year low, indicating a significant decline in development activity.
🟢 Donald Trump urges the U.S. House of Representatives to pass the GENIUS stablecoin bill: “Put it on my desk immediately.”
🟢 Yellow Card and Visa expand stablecoin applications in emerging markets.
🟢 Coinbase to support $USDC as collateral.
🟢 The island nation of Nauru establishes the Command Ridge Authority, a licensing body for crypto platforms under new legislation.
🟢 Mantle_Official launches URNeobank — an omni-chain banking platform integrating traditional finance and crypto in a single account.

🔔 Product Updates
🟢 Elon Musk’s X will integrate investment and trading features, aiming to become a “super app.”
🟢 A Trump-affiliated company quietly reduces its stake in World Liberty Financial by 20%.
🟢 Humanity Protocol app is now officially available on iOS.
🟢 Magic Newton ($NEWT) has been listed on Binance Futures.

💰 Funding Rounds
🟢 Lion Group issues $600 million in post-IPO bonds.
🟢 Project 11 raises $6 million to protect Bitcoin against quantum computing threats.
🟢 qdayclock (Blockchain Infrastructure) raises $6 million, led by Variant Fund and Quantonation.
🟢 UnitsNetwork (Chain Ecosystem) secures $10 million, led by Nimbus Capital.
🟢 PlayWildcard (GameFi) raises $6 million, led by Paradigm and Arbitrum Gaming Ventures.
🟢 nook_savings (DeFi) raises $2.5 million in a seed round.

🧐 @NumeAnalysis

🚨 Powell: No Rate Cuts Yet 🆕🆕🆕

In last night's testimony, Fed Chair Jerome Powell affirmed that interest rates will remain unchanged due to the risk of inflation resurging—partly driven by the new tariffs.

Powell stated that the Fed is ready to adjust its policies if the labor market weakens, although the U.S. economy is currently stable with no signs of recession.

🔒 He also confirmed that banks are allowed to participate in crypto activities, as long as they ensure the safety of the financial system.

📰 Top News:
🟢 ProCap purchased 3,724 BTC worth $386.5M at an average price of $103,800/BTC, just one day after announcing a $1B merger.
🟢 Polymarket is set to raise $200M, with a projected valuation exceeding $1B.
🟢 Mastercard expands its stablecoin division, integrating with Paxos, Fiserv, and PayPal.
🟢 VMS Group, a Hong Kong-based family office managing $4B, has made its first investment in crypto.

🔔 Product Updates:
🟢 Chainlink partners with Mastercard, allowing nearly 3 billion cardholders to purchase crypto directly on-chain.
🟢 Nano Labs (a Nasdaq-listed company) plans to issue $500M in convertible bonds to increase the BNB Treasury.
🟢 The former CEO of Coral Capital founded Build & Build Corp, aiming to raise $100M to accumulate $BNB for treasury strategy.
🟢 SharpLink Gaming increased its Ethereum holdings to 188,478 ETH after purchasing an additional $30M.
🟢 Sequans (a Paris-based IoT startup) is preparing to raise $385M through debt and equity issuance to purchase Bitcoin.

💰 Fundraising:
🟢 Sphinx Protocol completed a $2M pre-seed round.
🟢 Digital Asset successfully raised $135M in a strategic round to expand its RWA Canton offering.

💥 Other News:
🟢 June 25: Binance alpha airdrop for Humanity Protocol
🟢 June 25: Binance Wallet Pre-TGE for Codatta (XNY) – note: Pre-TGE tokens will not be tradable immediately after the event. Trading info will be announced later.
🟢 June 26: Binance announces airdrop for BNB holders for the Sahara AI project.

🧐 @NumeAnalysis

🗓 2025 Crypto July Calendar

July 2 : $BTC $ETH $XRP $SOL $ADA - Grayscale ETF Approval Deadline
July 2 : KR - Review of KRW Stablecoin Issuance Requirements
July 2 : $ECHO - Binance Alpha
July 3 : US - JOLTS Job Openings
July 3 : US - Unemployment Rate
July 3 : US - Initial Jobless Claims
July 3 : US - Nonfarm Payrolls
July 3 : $ICNT - Binance Alpha/Future
July 3 : Upbit - $XEM $STMX Delisting
July 3 : Bithumb - $STMX Delisting
July 3 : Backpack - Season 2
July 4 : US - Big Beautiful Bill (BBB) Target Deadline
July 4 : $CROSS - Binance Alpha
July 4 ~ : Grok 4 Release
July 6 : $JUP - Jupiter Studio

July 9 : US - Expiration of Reciprocal Tariff Suspension
July 9 : US - FOMC Meeting Minutes
July 11 : US - Federal Budget Balance

July 15 : US - CPI
July 16 : US - PPI
July 16 : US - Beige Book
July 17 : $UXLINK - Expand Strategic Reserve
July 17 : $UXLINK - $11.5M Unlock (9.17% of Circ)
July 18 : $TRUMP - $465M Unlock (25.1% of Circ)

July 21 : US - Tariff Talks with Canada
July 21 : Coinbase - Perpetual Futures in US
July 23 : $APPL $META - Earnings Call
July 25 : $AVAX - VanEck ETF Approval Deadline

July 29 : JP - BoJ Interest Rate Decision
July 29 : $GOOGL $MSFT $TSLA - Earnings Call
July 30 : US - FOMC
~ July 31 : $SOL $XRP - Franklin Templeton ETF Approval Deadline

👀 TBD in July
Pump.fun - $PUMP Token Auction
$ADA - Midnight $NIGHT Airdrop

🧐 @NumeAnalysis

🚨 BREAKING NEWS | All Three Crypto Bills Just Passed the U.S. House of Representatives 🆕🆕🆕

Despite recent drama and uncertainty, both the Democratic and Republican parties pushed through the legislation with much stronger support than expected.

✍️ Let’s recap:

📌 The CLARITY Act: Aims to establish a market structure framework for digital assets. Passed with a vote of 294–134, including 78 votes from Democrats — more than double the expected ~35.

📌 The GENIUS Act: Focuses on standardizing stablecoin regulations in the U.S. Passed with a vote of 308–122, with 102 supportive votes coming from Democrats.

📌 The Anti-CBDC Act: Passed 219–210, with only 2 Democrats voting in favor.

Notably, the GENIUS Act is now heading to President Trump’s desk, potentially becoming the first major crypto law to be officially signed into legislation.

Crypto Week wraps up with a historic milestone: $BTC is back at $120k, and $ETH has surpassed $3.6k.

🧐 @NumeAnalysis