Gold Overheated? 🚨 🟡
We don’t have public data identifying who is trading physical gold.
However, for Tether Gold (XAUT), we do have insights.
Conclusion:
Retail participation is elevated, and the market appears overheated.
Note: This analysis focuses specifically on XAUT, not on overall physical gold demand. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
We don’t have public data identifying who is trading physical gold.
However, for Tether Gold (XAUT), we do have insights.
Conclusion:
Retail participation is elevated, and the market appears overheated.
Note: This analysis focuses specifically on XAUT, not on overall physical gold demand. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
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📉 Since February, 2021, the 5-year difference in Bitcoin's level of network activity is staggering:
👉 -42% less unique $BTC addresses making transactions
👉 - 47% less new $BTC addresses created
💀 No, this does not imply that "crypto is dead" or that we are entering a multi-year bear market. However, there was a clear bearish divergence that had been forming throughout 2025 as market caps continued to hit new heights while Bitcoin's utility declined.
📊 A justification for crypto beginning to see a true long-term relief rally will be when metrics like active addresses and network growth begin to rise. Though altcoins will be somewhat dependent on how $BTC looks in this respect, they also can see individual pumps once their network activity rises. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
👉 -42% less unique $BTC addresses making transactions
👉 - 47% less new $BTC addresses created
💀 No, this does not imply that "crypto is dead" or that we are entering a multi-year bear market. However, there was a clear bearish divergence that had been forming throughout 2025 as market caps continued to hit new heights while Bitcoin's utility declined.
📊 A justification for crypto beginning to see a true long-term relief rally will be when metrics like active addresses and network growth begin to rise. Though altcoins will be somewhat dependent on how $BTC looks in this respect, they also can see individual pumps once their network activity rises. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
❗️OpenAI, In Collaboration With Crypto Firm Paradigm, Unveil EVMBench - A Tool To Evaluate Agent Performance With Smart Contracts: Blog ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
Looks like the FOMC minutes sealed the fate of March rate cuts.
No rate cuts this March. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
No rate cuts this March. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
U.S. nuclear energy has a hidden vulnerability.
The United States imports nearly all of the uranium used by its nuclear reactors.
Decades ago, domestic uranium production covered a large share of demand.
Today, U.S. production is almost gone.
What this means:
– Nuclear power is critical for baseload electricity
– Uranium supply is heavily dependent on foreign sources
– Any disruption = strategic energy risk
This is not about turning off the lights tomorrow.
It’s about leverage.
Energy security is not just oil and gas.
Uranium is a quiet, but critical chokepoint.
In a stressed geopolitical environment, dependencies matter. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
The United States imports nearly all of the uranium used by its nuclear reactors.
Decades ago, domestic uranium production covered a large share of demand.
Today, U.S. production is almost gone.
What this means:
– Nuclear power is critical for baseload electricity
– Uranium supply is heavily dependent on foreign sources
– Any disruption = strategic energy risk
This is not about turning off the lights tomorrow.
It’s about leverage.
Energy security is not just oil and gas.
Uranium is a quiet, but critical chokepoint.
In a stressed geopolitical environment, dependencies matter. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
Ethereum is closing its 6th red month in a row - and yeah, that hurts.
What’s crazy is nothing is actually wrong.
ETFs are live, institutions are buying, upgrades are done.
On paper, this should be bullish.
But markets don’t move just because the news is good.
Sometimes they just test how long you can stay patient. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
What’s crazy is nothing is actually wrong.
ETFs are live, institutions are buying, upgrades are done.
On paper, this should be bullish.
But markets don’t move just because the news is good.
Sometimes they just test how long you can stay patient. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
THE UAE MINED $450M BITCOIN
The UAE has so far mined $453.6M Bitcoin through their partners Citadel. It appears that they are holding the majority of the Bitcoin they produce, with their most recent outflows 4 months ago.
Excluding energy costs, the UAE is currently in profit of $344M on their Bitcoin. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
The UAE has so far mined $453.6M Bitcoin through their partners Citadel. It appears that they are holding the majority of the Bitcoin they produce, with their most recent outflows 4 months ago.
Excluding energy costs, the UAE is currently in profit of $344M on their Bitcoin. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
Forwarded from Coin Listing
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#BTC_Update 4H
The tense battle rages on between bears and bulls
$60k retest vs $70k breakout ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
The tense battle rages on between bears and bulls
$60k retest vs $70k breakout ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
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$ETH is seeing huge accumulation, despite the bear market we're currently witnessing.
The amount of Ethereum being accumulated is the strongest we have seen in years. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
The amount of Ethereum being accumulated is the strongest we have seen in years. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
It's been 5 months since $BTC last closed a monthly candle in green. That's the second-longest streak in history.
The only longer one was in 2018, with six consecutive red monthly closes.
What followed after that was a bear market bottom, then a rally from $3,400 to $12,000.
We're getting very close. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
The only longer one was in 2018, with six consecutive red monthly closes.
What followed after that was a bear market bottom, then a rally from $3,400 to $12,000.
We're getting very close. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
Forwarded from Coin Listing
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🇺🇸 Massive mobilization:
120 US Air Force planes headed to the Middle East in the past 48 hours. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
120 US Air Force planes headed to the Middle East in the past 48 hours. ⨯ [ⵕⵕ ᴛʀᴀᴅᴇʀs]
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