The AI industry is growing the fastest. On GitHub, there are already over 4.3 million AI repositories, and generative AI projects attract more than 1 million developers every month.
• part of the capital and talent is leaving crypto • AI is becoming a new technological cycle • in the future, crypto and AI may begin to develop together
🚨 Liquidity issues in the private lending market Several large asset managers have begun to restrict withdrawals from credit funds. • In the Cliffwater Corporate Lending Fund ($33 billion), investors requested to withdraw 14% of the assets, but only 7% is allowed — this is the maximum limit. • In the North Haven Private Income Fund from Morgan Stanley (~$8 billion), requests also exceeded the limit — investors received back less than half of the requested funds. Reason: the funds invest in long-term corporate loans, which cannot be quickly sold without losses. The pressure is increasing due to the reassessment of the value of some loans, especially in the software sector, where companies may face competition from AI. Additionally: • JPMorgan has already begun to limit lending to such funds • Deutsche Bank reported that its direct lending portfolio has grown to $30 billion The private lending market (~$1.8 trillion) is starting to face a liquidity problem. If the capital outflow continues, funds will have to sell or write off loans, which could increase the risks of defaults and pressure on the financial system. Perhaps you are preparing for an alt season to buy on the highs and the money ran to take it away😄 #ALTCOİNS $ETH $BNB
📉 The supply of ETH on exchanges is at an all-time low.
The amount of Ethereum on centralized exchanges continues to decrease. Currently, around 12% of the total ETH supply is on trading platforms — this is the lowest level in the entire history of observations.
An additional signal is the activity of large players. One of the major wallets recently withdrew about $93 million in ETH from the Kraken exchange and distributed the funds to two new addresses.
At the same time, the number of Ethereum holders is also increasing: over the past few years, the number of non-empty wallets has been growing faster than many other large crypto assets.
The decrease in supply on exchanges and the increase in the number of holders may indicate accumulation of the asset and reduced selling pressure. This is a factor that could support the price in the long term. #Ethereum $ETH
🚨 BlackRock has restricted withdrawals from its credit fund by $26 billion
One of the largest asset managers in the world has faced a sharp outflow of capital from the HPS Corporate Lending Fund, which invests in the private credit market.
• Investors have submitted requests to withdraw 9.3% of the fund's assets • Managers allowed only 5% to be withdrawn • Instead of the expected ~$1.2 billion, investors will receive about $620 million
The fund invests in long-term corporate loans. Such assets cannot be quickly sold without a significant discount, so during sharp outflows, funds are forced to limit capital withdrawals.
If the outflow continues, funds may need to:
• sell loans to companies at a discount • realize losses • tighten lending conditions
This could increase pressure on the private debt market, where hundreds of billions of dollars in loans have already accumulated.
The situation does not currently appear to be a systemic crisis, but such restrictions are a classic sign of liquidity stress. If such cases start to recur in other funds, the market could face a domino effect in the private lending sector.
Bitcoin on the brink: the market in extreme fear, but aggressive purchases have begun
🔹 Sharp surge in BTC purchases Immediately after the opening of the American market, the volume of market purchases of Bitcoin on exchanges reached $121.6 million. This is a sign of aggressive demand in the market, when participants are ready to buy at the current price without waiting for a pullback. 🔹 Extreme fear in the market According to Glassnode, the market is in a state of extreme fear.
🔥ONDO LAUNCHES IN THE UAE: REGULATOR APPROVES TOKENIZED SHARES
Ondo Finance is expanding in the UAE.
The Abu Dhabi financial regulator (ADGM) has for the first time approved trading in tokenized shares.
Now Ondo products (Amazon, Apple, Nvidia, Tesla, etc.) are available on the regulated exchange Binance.
Previously, there was integration with MetaMask.
📌 What this means:
— sector #RWA receives official recognition — traditional shares are entering the blockchain infrastructure — the Middle East is strengthening its position as a crypto hub
Conclusion: tokenization of shares is gradually becoming part of the regulated financial system, rather than an experiment.
The attack is based on trust and social engineering.
1️⃣ Contact through LinkedIn in the name of "investment fund". 2️⃣ Proposal for a call via Zoom or Google Meet. 3️⃣ Transition to a fake site with "Cloudflare verification". 4️⃣ Request to paste a code into the terminal → activation of malware.
How to protect yourself:
• Never paste codes into the terminal at someone else's request. • Manually check the domain of the site. • Do not click on links from new business contacts — access the service directly through the official site.
USDT.D according to RSI we are still in the upper zone, the movement is not broken. We received a reaction after yesterday's fixation, pay close attention to the distribution of USDT in the market and do not expect anyone's warm words, only facts and reactions to the levels.