🪙 #Bitcoin Whales holding 1,000–10,000 $BTC now control over 4.25 million $BTC, or 21.3% of the supply, after adding approximately 27,652 $BTC during recent accumulation. #Crypto

📙 Beige Book #FED:

▫️ Economic activity is growing slightly or moderately in 8 out of 12 districts. 2 districts – no change, 2 districts – moderate decline.

❗️ Consumer spending has risen slightly overall, however, signs of financial stress persist. Low-income consumers are cutting spending and requests for social assistance centers are increasing. High-income consumers remain resilient. Severe winter conditions have slowed activity in several regions.

▫️ Production has improved: most districts report growth. Key drivers – data center construction and energy infrastructure.

❗️ Employment has remained virtually unchanged in most districts. Hiring is mainly to replace departing employees. Companies are implementing AI and automation, increasing productivity. Demand for temporary and contract workers is growing – companies are cautious about permanent hiring.

▫️ Wages are growing moderately. Competition for talent persists in healthcare and skilled professions.

❗️ Prices are rising moderately in most districts. The key theme – energy pressure: the conflict in the Middle East has sharply raised fuel and energy prices, creating pressure on the supply chain. Tariffs continue to affect metals (steel, copper, aluminum). Delivery and logistics costs have risen everywhere.

▫️ Financial sector – generally stable, lending is growing moderately. Demand for mortgages has improved, but the housing market is under pressure from rising rates and uncertainty.

▫️ Forecasts are cautiously optimistic, but have sharply deteriorated due to the conflict in the Middle East. Uncertainty regarding the duration of the conflict and its impact on energy – the main risk.

🇺🇸 Americans now #hold more #Bitcoin than #gold – and this is essentially a marker of a generational shift in capital.

🌎 At the same time, #BTC is truly banned in only 7 countries worldwide: #China, #Algeria, #Egypt, #Iraq, #Morocco, #Qatar, and #Bangladesh. The rest are learning to live with it, regulate it, and use it in one way or another.

🤑 Against this backdrop, whales have accumulated ~270k $BTC in the last 30 days (the strongest accumulation wave since 2013), while BTC reserves on exchanges have fallen to lows not seen since December 2017. Fewer coins on exchanges + more with long-term holders = the classic formula for scarcity. #Crypto 🚀

▶️ #Bitcoin today looks like an asset that is still undervalued relative to the global money supply — and at the same time increasingly "elite" from a supply perspective.

🔜 There are about 50 million millionaires in the world, but only 21 million #BTC will ever be created, so 94% of millionaires do not even have a theoretical chance of owning a whole Bitcoin. Moreover, it takes only about 0.24 $BTC to enter the top 1% of owners worldwide. And the market is starting to discount this... in the last 19 days #BTC has risen by $12,200, outperforming other asset classes, and its market capitalization has increased by about $250 billion. #Crypto

▶️ Future head of the #FED… a crypto enthusiast? 🇺🇸 Yesterday, information surfaced about Kevin Warsh's investments - the candidate for the Federal Reserve chair position #USA. His net worth is estimated at $130+ million. If confirmed, this represents a level of "infiltration" between the regulator and #krypto that has practically not existed before.

Documents show exposure to #krypto and infrastructure... #Solana (#SOL), #Optimism (#OP), Blast (#BLAST), #Compound (#COMP), #dYdX, #Lightning Network, and also #Polymarket. Reuters also mentions projects like #Tenderly (#ETH infrastructure) and Lemon Cash (#crypto finance).

At the same time, most of Warsh's capital is outside crypto - the largest position is approx. $100 million in Juggernaut Fund LP, and through a separate structure, he invests smaller "checks" (up to $500k) in tech, m.in. #SpaceX, #AI and #fintech.

And the best part: his quote is circulating in the market - "If you are under 40, #Bitcoin is your new gold." 👀 #CryptoSoon

🪙 #Strategy bought another 34,164 #Bitcoin for $2.54 billion.
🤑 The company now holds 815,061 #BTC on its balance sheet with an average purchase price of $75,527 per coin.

🪙 #BitMine bought another 101,627 #Ethereum last week.
🤑 The firm now holds nearly 5 million #ETH on its balance sheet — about 4.1% of the total Ethereum supply. #Crypto

✈️ Durov is turning #Telegram into a #superapp — new features have been discovered on the test server that will allow users to create almost any application, not just chats.

What to expect and what it means:
— Code can be written, tested, and deployed directly inside Telegram with a single button press. In essence, these are serverless bots.

— A built-in IDE inside Telegram and a "code editor" — like a mini-program for developers. Bots will have their own memory to remember users, store data, and calculate statistics.

— #Durov has already introduced a free Login Widget for developers — it allows users to log in via Telegram with a single button press.

✌️ In theory, Telegram could become not just a messenger, but a full-fledged #megaplatform that has everything all at once.

▶️ #Strategy has significantly accelerated the accumulation of #BTC since #Trump's victory at the end of 2024 — meanwhile, social activity around #Bitcoin has dropped to its lowest level in a year. A classic cycle: big capital buys quietly while the crowd loses interest. 👀 #Crypto #DeFi

🤔 A recent #DeFi hack may temporarily slow down Wall Street's ambitions.

The attack on #KelpDAO (nearly $300M) hit not only #DeFi but also institutional sentiment. Following the event, the market saw a wave of fear - about $10B in capital reportedly flowed out of major protocols (#Aave).

This could temporarily cool #TradFi's appetite for #blockchain and tokenization—because the deeper banks, funds, and fintechs go on-chain, the more damaging each such failure is to trust in the infrastructure.

And the problem (or opportunity) is that the big players are already here— #BlackRock, #Franklin Templeton, #Apollo. The conclusion? DeFi won't stop because of one hack… but security is becoming a key KPI if this industry is to grow to the scale of #WallStreet. #Crypto #RWA #WEB3

📊 According to Token Terminal, tokenized assets are already held by about 1.2 million unique addresses.

57% of this market is occupied by tokenized funds (687,500 holders).

For comparison: stablecoins have about 247 million unique addresses. #Crypto #RWA #WEB3

🪙 #Bitcoin on-chain activity has fallen to 2018 bear market levels, although the price has increased several times since then. Analysts believe this may indicate a shift in demand toward institutions #BTC is increasingly used through centralized services rather than directly on-chain. #Crypto #DeFi

▶️ Key points from the interview with CZ

• In 5 years, #cryptocurrency will stop being called #crypto and will become the basic financial infrastructure.
• #Blockchain and #AI technologies will merge, creating a new settlement system inaccessible to the banking environment.
• Traditional #finance and cryptocurrencies will fully merge into a single system, and the term "cryptocurrency" will disappear.
• The US is striving to return to the crypto industry after a period of regulatory pressure.
• Bear markets are considered the ideal time to launch projects due to low competition.
• #CZ invests all his assets in cryptocurrency and is convinced that technology changes people's lives.
#Bitcoin #DeFi #WEB3

🕯 #Ethereum vs #Nvidia 5 years later...

🤑 $10000 invested in #ETH 5 years ago is worth about $7700 today.

🇺🇸 $10000 in #NVDA would have turned into $146k.

🤔 How did this happen?

👀 Powell will remain on the #FOMC after his term as chair ends...

💬 Powell's continued membership on the FOMC will create problems for the future chair, who needs to push through an agenda of monetary policy easing.

🪙 The second-largest bullish sentiment regarding #XRP in the last 2 years is observed in social media. Such events do not always lead to immediate significant price spikes. Usually, this happens after the initial wave of euphoria, when FOMO subsides, leading to a bullish trend. #Crypto #Ripple

💳 Crypto card spending has already reached $600,000,000 per month — with about 90% of transactions going through #Visa, which is increasingly betting on #crypto infrastructure, not just traditional banks. #CryptoPay

#GM! #Bitcoin and #Ethereum are liquidating shorts. In 24 hours, they shaved off $303 million. At one point, #BTC rose above $80k after bankers and crypto exchanges agreed on a key issue regarding stablecoins under the CLARITY Act.

#Trump added a drop of positivity to the markets by promising US Navy escort for ships through the Strait of Hormuz. The catch is that he promised this two months ago too, and not a single ship has passed through 😁

🤑 $TON has almost reached over 2.50

For the first time in months, #TonCoin has returned to these price regions, making over +80% in a week. And it looks like the market finally got a concrete trigger.

Pavel #Durov announced that #Telegram will replace the TON Foundation as the main driving force of The Open Network, become the largest validator and reduce fees to almost zero. It was right after this information that #TON accelerated strongly. #Crypto

🪙 Jack Dorsey announced that over 800,000 merchants are already accepting payments in #BTC — new businesses are connecting #Bitcoin payments approximately every 8 seconds - with no processing fees, pay by touch, and instant settlement. #Crypto #DeFi

🪙 #Bitcoin Whales holding 1,000–10,000 $BTC now control over 4.25 million $BTC, or 21.3% of the supply, after adding approximately 27,652 $BTC during recent accumulation. #Crypto