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Zuby - PK

Crypto Curious Learner, Crypto Trader and Analyst. I don't Think That I am an Expert But I am Trying to Learn.
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Tether Proposes Tripartite Merger, XXI Stock Soars Tether Investments has proposed merging Twenty One Capital (XXI), Strike, and bitcoin mining firm Elektron Energy, causing XXI stock to soar nearly 8 percent in after-hours trading on Wednesday. The Tripartite Merger Proposal * Companies involved: Tether Investments, the majority owner of XXI, intends to merge XXI, Strike (Bitcoin-based financial services platform created by Jack Mallers), and Elektron Energy (a BTC miner). * Purpose: To form "the most premier listed Bitcoin company in the world" that consolidates treasury, mining, financial services, lending, capital markets, and strategic integration under one listed company. * Management: Tether has nominated Elektron's Raphael Zagury as President, bringing together his experience in mining and capital markets with that of Jack Mallers (XXI's CEO). Why It Matters * Scale: Elektron controls ∼5% of the hash rate of the Bitcoin network, with an all-in cost of production below $60,000 per BTC. * Growth: XXI went public on December 2025 through SPAC, with 43,514 BTC, underwritten by Tether, Bitfinex, and Mallers. The theme was “capital-efficient bitcoin accumulation.” * Innovation: The deal allows XXI to move “past the limits of treasury exposure alone,” towards running businesses and earning regular revenues. * No specifics: No information about terms or timing. Tether plans to vote for the deal. #Tether #TwentyOneCapital #BitcoinTreasury #CryptoMerger #BTC $BTC $USDT {spot}(BTCUSDT)
Tether Proposes Tripartite Merger, XXI Stock Soars

Tether Investments has proposed merging Twenty One Capital (XXI), Strike, and bitcoin mining firm Elektron Energy, causing XXI stock to soar nearly 8 percent in after-hours trading on Wednesday.

The Tripartite Merger Proposal
* Companies involved: Tether Investments, the majority owner of XXI, intends to merge XXI, Strike (Bitcoin-based financial services platform created by Jack Mallers), and Elektron Energy (a BTC miner).
* Purpose: To form "the most premier listed Bitcoin company in the world" that consolidates treasury, mining, financial services, lending, capital markets, and strategic integration under one listed company.
* Management: Tether has nominated Elektron's Raphael Zagury as President, bringing together his experience in mining and capital markets with that of Jack Mallers (XXI's CEO).

Why It Matters
* Scale: Elektron controls ∼5% of the hash rate of the Bitcoin network, with an all-in cost of production below $60,000 per BTC.
* Growth: XXI went public on December 2025 through SPAC, with 43,514 BTC, underwritten by Tether, Bitfinex, and Mallers. The theme was “capital-efficient bitcoin accumulation.”
* Innovation: The deal allows XXI to move “past the limits of treasury exposure alone,” towards running businesses and earning regular revenues.
* No specifics: No information about terms or timing. Tether plans to vote for the deal.

#Tether #TwentyOneCapital #BitcoinTreasury #CryptoMerger #BTC

$BTC $USDT
Solana Below $86 as ETF Inflows Wane; $77 Level Critical SOL unable to regain above $86 amid breakdown below $85 support. The loss of ETF inflows and diminishing social interest indicates a period of consolidation. Bearish Technical Analysis > Loss of Support: Breakdown below $85 significant as short-term support level > Indicators: RSI approaching oversold levels, MACD remaining in negative territory > Resistance: Failure to breach $86-$88 resistance range on multiple occasions > Fund Flows: ETF inflows poor, decreasing social activity highlights waning interest. Structure and Channel * Structure: SOL falling in channel between $84-$86 with no directional bias * Breakout level: Above $86.3 breaks structure and paves way to mid-$90s * Support: Short-term at $84, but $80 is important level. Below $80 and fast trip to mid-$70s * Prognosis: Tends to be sideways between $81-$87 as range narrows. The Bottom Line It’s a compression play. The next move comes from a breakout of either $86 or $80, but not inside the range. #Solana #SOLPrice #86Resistance #80Support #MACDBearish $SOL {spot}(SOLUSDT)
Solana Below $86 as ETF Inflows Wane; $77 Level Critical

SOL unable to regain above $86 amid breakdown below $85 support. The loss of ETF inflows and diminishing social interest indicates a period of consolidation.

Bearish Technical Analysis
> Loss of Support: Breakdown below $85 significant as short-term support level
> Indicators: RSI approaching oversold levels, MACD remaining in negative territory
> Resistance: Failure to breach $86-$88 resistance range on multiple occasions
> Fund Flows: ETF inflows poor, decreasing social activity highlights waning interest.

Structure and Channel
* Structure: SOL falling in channel between $84-$86 with no directional bias
* Breakout level: Above $86.3 breaks structure and paves way to mid-$90s
* Support: Short-term at $84, but $80 is important level. Below $80 and fast trip to mid-$70s
* Prognosis: Tends to be sideways between $81-$87 as range narrows.

The Bottom Line
It’s a compression play. The next move comes from a breakout of either $86 or $80, but not inside the range.

#Solana #SOLPrice #86Resistance #80Support #MACDBearish

$SOL
Social Sentiment for XRP Makes New 2-Year High Following $23B Rakuten News XRP is experiencing its most significant social buzz in 2 years following the announcement from Rakuten that it will now convert loyalty points to XRP for 44 million customers. Santiment notes that social sentiment has reached its second-highest level in 24 months. Rakuten Details * Rollout: Rakuten Wallet users in Japan can now exchange Rakuten Group points for XRP, trade within the app, and use them at over 5 million merchants * Reach: Gives XRP access to 44 million Rakuten Pay customers through a loyalty program with over $23 billion worth of points * Promotion: Rewards extra XRP for spending ¥30,000+ and lottery rewards for ¥100,000+ transactions. iOS update follows after the Android launch * Importance: RippleX stated that “this is one of the biggest retail rollouts of XRP as a payment mechanism ever” * Adoption Strategy: “Points are something people know, but crypto is not” — automatic exchange eliminates crucial psychological roadblock Ripple's Momentum Elsewhere ^ RLUSD: Stablecoin now available on 280+ trading pairs on OKX ^ South Korea: Working with KBank to explore blockchain-powered cross-border payments ^ Asia: New deal with Kyobo Life Insurance on tokenizing government bond settlement processes. #RakutenXRP #XRPPayments #RippleX #RealWorldCrypto #PointsToCrypto $XRP {spot}(XRPUSDT)
Social Sentiment for XRP Makes New 2-Year High Following $23B Rakuten News

XRP is experiencing its most significant social buzz in 2 years following the announcement from Rakuten that it will now convert loyalty points to XRP for 44 million customers. Santiment notes that social sentiment has reached its second-highest level in 24 months.

Rakuten Details
* Rollout: Rakuten Wallet users in Japan can now exchange Rakuten Group points for XRP, trade within the app, and use them at over 5 million merchants
* Reach: Gives XRP access to 44 million Rakuten Pay customers through a loyalty program with over $23 billion worth of points
* Promotion: Rewards extra XRP for spending ¥30,000+ and lottery rewards for ¥100,000+ transactions. iOS update follows after the Android launch
* Importance: RippleX stated that “this is one of the biggest retail rollouts of XRP as a payment mechanism ever”
* Adoption Strategy: “Points are something people know, but crypto is not” — automatic exchange eliminates crucial psychological roadblock

Ripple's Momentum Elsewhere
^ RLUSD: Stablecoin now available on 280+ trading pairs on OKX
^ South Korea: Working with KBank to explore blockchain-powered cross-border payments
^ Asia: New deal with Kyobo Life Insurance on tokenizing government bond settlement processes.

#RakutenXRP #XRPPayments #RippleX #RealWorldCrypto #PointsToCrypto

$XRP
Trump Iran Briefing Spooking Markets as Bitcoin Falls to Lowest Open Since April 13 President Donald Trump will receive a briefing from CENTCOM on new options for military action against Iran amid stalled nuclear negotiations. Bitcoin has opened lower than it has since April 13, and crude oil is trading at over $107 per barrel. Military Action Possible ^ Briefing: CENTCOM commander Admiral Brad Cooper and Joint Chiefs chairman General Dan Caine will brief President Trump on Iran military options ^ Options: “Quick and strong” military attacks on Iranian infrastructure, military campaign for Strait of Hormuz, special forces operations to seize enriched uranium stocks ^ Naval Strategy: The United States can take physical control of part of the Strait of Hormuz to restore commercial shipping, which might involve troops operating in Iran ^ Trump Quote: Prefers naval blockade to “bombing, but that doesn’t mean we won’t go in” Market Impact * Bitcoin: Dropped to lowest start-of-day value since April 13th, fell to mid-$74K level this week amid hawkish FOMC stance and escalating Iran tensions * Ethereum: Reaching multi-week lows after circulating Axios report * Oil Prices: WTI breached $107/barrel amid escalated threats, affecting Fed inflation targets Background Information ^ Deadlocked Negotiations: Diplomatic talks have stalled due to Iran’s reluctance to stop enrichment. Naval blockade initiated by the US since April 13th ^ Connection with Crypto: Iran insisting on receiving stablecoin payments in exchange for allowing passage through Strait of Hormuz ^ Trend: Bitcoin is being sold with every confirmed instance of Iran escalation, with BTC moving on geopolitics rather than blockchain events since 2026. #TrumpIran #CENTCOMBriefing #BTCSellOff #EnergyInflation $BTC $ETH {spot}(ETHUSDT) {spot}(BTCUSDT)
Trump Iran Briefing Spooking Markets as Bitcoin Falls to Lowest Open Since April 13

President Donald Trump will receive a briefing from CENTCOM on new options for military action against Iran amid stalled nuclear negotiations. Bitcoin has opened lower than it has since April 13, and crude oil is trading at over $107 per barrel.

Military Action Possible
^ Briefing: CENTCOM commander Admiral Brad Cooper and Joint Chiefs chairman General Dan Caine will brief President Trump on Iran military options
^ Options: “Quick and strong” military attacks on Iranian infrastructure, military campaign for Strait of Hormuz, special forces operations to seize enriched uranium stocks
^ Naval Strategy: The United States can take physical control of part of the Strait of Hormuz to restore commercial shipping, which might involve troops operating in Iran
^ Trump Quote: Prefers naval blockade to “bombing, but that doesn’t mean we won’t go in”

Market Impact
* Bitcoin: Dropped to lowest start-of-day value since April 13th, fell to mid-$74K level this week amid hawkish FOMC stance and escalating Iran tensions
* Ethereum: Reaching multi-week lows after circulating Axios report
* Oil Prices: WTI breached $107/barrel amid escalated threats, affecting Fed inflation targets

Background Information
^ Deadlocked Negotiations: Diplomatic talks have stalled due to Iran’s reluctance to stop enrichment. Naval blockade initiated by the US since April 13th
^ Connection with Crypto: Iran insisting on receiving stablecoin payments in exchange for allowing passage through Strait of Hormuz
^ Trend: Bitcoin is being sold with every confirmed instance of Iran escalation, with BTC moving on geopolitics rather than blockchain events since 2026.

#TrumpIran #CENTCOMBriefing #BTCSellOff #EnergyInflation

$BTC $ETH
Bitcoin Below $78K as $490M ETF Outflows Follow FOMC BTC failed to clear $78K after Wednesday’s FOMC, with 3 straight ETF outflow days totaling $490M+. Institutions are pausing as Fed uncertainty lingers. 3 Days of ETF Outflows * Data: $137.77M net outflows April 29, ending a 9-day $2.1B inflow streak * Broad Sell-Off: All active issuers red for first time in streak. IBIT -$54.73M, FBTC -$36.13M * April Still Green: Closed +$2.44B net inflows despite late pressure. XRP ETFs only positive April 29 at +$3.59M * ZeroStack CEO: “Bitcoin staying below $78K is less about crypto and more about the broader market” Why This FOMC Hit Harder ^ Pattern: BTC dropped after 8 of last 9 FOMC meetings on post-event unwind ^ Worse This Time: Four-way Fed dissent — first since Oct 1992. Powell staying on Board past May 15 adds leadership risk ^ Kraken Chief Economist: Market “more worried about policy uncertainty caused by dissension in the Fed than inactivity per se” ^ Impact: “You’re seeing that in ETF outflows and lower demand… institutions aren’t fleeing, but not adding positions” — Reis-Faria Technicals & Positioning * Glassnode: BTC “trapped” below True Market Mean at $78K–$79K. Short-term holder cost basis clustered there * Downside: $65K–$70K key support if selling accelerates * Futures: Perpetuals at most bearish positioning ever — sets up rapid short squeeze if spot demand returns * Key Window: April 30–May 1. Stable ETF flows + BTC above $74.5K + funding normalization = post-FOMC sell-off over What Breaks $78K ^ Driver: “If money flows back in, especially institutional or via ETFs, Bitcoin will go up fast” — Reis-Faria ^ Catalysts: CLARITY Act markup, Warsh Senate vote, Big Tech earnings, Iran briefing per Axios #ETFOutflows #InstitutionalPause #78KCeiling #FOMCDissent #MayMarketDrivers $BTC {spot}(BTCUSDT)
Bitcoin Below $78K as $490M ETF Outflows Follow FOMC

BTC failed to clear $78K after Wednesday’s FOMC, with 3 straight ETF outflow days totaling $490M+. Institutions are pausing as Fed uncertainty lingers.

3 Days of ETF Outflows
* Data: $137.77M net outflows April 29, ending a 9-day $2.1B inflow streak
* Broad Sell-Off: All active issuers red for first time in streak. IBIT -$54.73M, FBTC -$36.13M
* April Still Green: Closed +$2.44B net inflows despite late pressure. XRP ETFs only positive April 29 at +$3.59M
* ZeroStack CEO: “Bitcoin staying below $78K is less about crypto and more about the broader market”

Why This FOMC Hit Harder
^ Pattern: BTC dropped after 8 of last 9 FOMC meetings on post-event unwind
^ Worse This Time: Four-way Fed dissent — first since Oct 1992. Powell staying on Board past May 15 adds leadership risk
^ Kraken Chief Economist: Market “more worried about policy uncertainty caused by dissension in the Fed than inactivity per se”
^ Impact: “You’re seeing that in ETF outflows and lower demand… institutions aren’t fleeing, but not adding positions” — Reis-Faria

Technicals & Positioning
* Glassnode: BTC “trapped” below True Market Mean at $78K–$79K. Short-term holder cost basis clustered there
* Downside: $65K–$70K key support if selling accelerates
* Futures: Perpetuals at most bearish positioning ever — sets up rapid short squeeze if spot demand returns
* Key Window: April 30–May 1. Stable ETF flows + BTC above $74.5K + funding normalization = post-FOMC sell-off over

What Breaks $78K
^ Driver: “If money flows back in, especially institutional or via ETFs, Bitcoin will go up fast” — Reis-Faria
^ Catalysts: CLARITY Act markup, Warsh Senate vote, Big Tech earnings, Iran briefing per Axios

#ETFOutflows #InstitutionalPause #78KCeiling #FOMCDissent #MayMarketDrivers

$BTC
Dogecoin Advances to $0.11 With SpaceX IPO Excitement Building DOGE rises 10% in 24 hours to $0.11, testing a crucial falling trend line that had capped gains since late 2025. SpaceX IPO excitement over a $75 billion valuation is driving the rally. On Chain and Derivatives Action Up ^ On-Chain: Dogecoin on-chain activity soared 28% this week amid SpaceX IPO excitement ^ Open Interest: Soared from 2.4B to 3.7B DOGE with new contracts created during the latest run-up ^ Narrative: SpaceX IPO, Musk-related, now biggest awaited event for DOGE Technical Analysis * Price: DOGE +10% to $0.11. 4H chart exhibits higher lows + large green candle today * Trendline: Challenging descending trendline that has capped all rallies since last year * Indicators: Daily RSI is high, warning overbought conditions. Volume higher than during previous consolidation * Support: 100-period moving average below current price serves as dynamic support $0.13 Breakout Alert ^ Bullish Scenario: Closing above $0.115 today sets up $0.13 breakout target. More upside possible if SpaceX IPO catalyst + short squeeze triggers ^ Bearish Scenario: Falling below $0.10 invalidates pattern, resetting technical setup ^ Trigger: Upcoming SpaceX IPO news may prove decisive for DOGE due to Musk influence #DOGECOİN #SpaceXIPO #ElonMusk #TechnicalAnalysis #OpenInteres $DOGE {spot}(DOGEUSDT)
Dogecoin Advances to $0.11 With SpaceX IPO Excitement Building

DOGE rises 10% in 24 hours to $0.11, testing a crucial falling trend line that had capped gains since late 2025. SpaceX IPO excitement over a $75 billion valuation is driving the rally.

On Chain and Derivatives Action Up
^ On-Chain: Dogecoin on-chain activity soared 28% this week amid SpaceX IPO excitement
^ Open Interest: Soared from 2.4B to 3.7B DOGE with new contracts created during the latest run-up
^ Narrative: SpaceX IPO, Musk-related, now biggest awaited event for DOGE

Technical Analysis
* Price: DOGE +10% to $0.11. 4H chart exhibits higher lows + large green candle today
* Trendline: Challenging descending trendline that has capped all rallies since last year
* Indicators: Daily RSI is high, warning overbought conditions. Volume higher than during previous consolidation
* Support: 100-period moving average below current price serves as dynamic support

$0.13 Breakout Alert
^ Bullish Scenario: Closing above $0.115 today sets up $0.13 breakout target. More upside possible if SpaceX IPO catalyst + short squeeze triggers
^ Bearish Scenario: Falling below $0.10 invalidates pattern, resetting technical setup
^ Trigger: Upcoming SpaceX IPO news may prove decisive for DOGE due to Musk influence

#DOGECOİN #SpaceXIPO #ElonMusk #TechnicalAnalysis #OpenInteres

$DOGE
BNB Chain Surpasses 150,000 AI Agents on-Chain, Leading All Chains By April 2026, BNB Chain had reached more than 150,000 AI agents on-chain, a massive 43,750% growth since January 2026. Furthermore, Binance had introduced the Agentic Wallet, which allowed AI bots to trade on behalf of 250 million users without accessing their primary wallet keys. Growth of AI Agents on BNB Chain * Scale: From ~340 agents on-chain in January 2026 to >150,000 AI agents in April 2026 * Growth Rate: 43,750% growth in 4 months * Drivers: Sub-cent gas fee, sub-second (~250ms) block time post-Fermi hard fork Binance Agentic Wallet Release ^ What: Keyless wallet allowing AI agents to conduct trades and token transfers on behalf of users ^ Security: Permissioned sub-wallet system. AI agents work within defined parameters without touching main account keys ^ Coverage: Links agents to Binance's CEX liquidity pools and 250 million-strong userbase ^ Application: Supports institutional-scale, high-frequency, low-latency trading conducted by AI agents BNB Token Price Strength * Performance: Maintained above $625 level amidst the April 28-29 price slump despite -1.6% BTC performance and ETH reaching week low * Why: Structural demand driven by gas costs paid by 150,000 AI agents ensures constant BNB demand irrespective of sentiment * Burn Effect: The 35th quarter burn on April 15 reduced BNB supply by 2.14 million (∼$1.32B). AI transaction activity is now included in supply reduction BNB RoadmapBNB Chain will target throughput levels of 20,000 TPS and sub-second finality by 2026. #BNBChain #BNB #OnChainAI #BNBBurn #Binance $BNB {spot}(BNBUSDT)
BNB Chain Surpasses 150,000 AI Agents on-Chain, Leading All Chains

By April 2026, BNB Chain had reached more than 150,000 AI agents on-chain, a massive 43,750% growth since January 2026. Furthermore, Binance had introduced the Agentic Wallet, which allowed AI bots to trade on behalf of 250 million users without accessing their primary wallet keys.

Growth of AI Agents on BNB Chain
* Scale: From ~340 agents on-chain in January 2026 to >150,000 AI agents in April 2026
* Growth Rate: 43,750% growth in 4 months
* Drivers: Sub-cent gas fee, sub-second (~250ms) block time post-Fermi hard fork

Binance Agentic Wallet Release
^ What: Keyless wallet allowing AI agents to conduct trades and token transfers on behalf of users
^ Security: Permissioned sub-wallet system. AI agents work within defined parameters without touching main account keys
^ Coverage: Links agents to Binance's CEX liquidity pools and 250 million-strong userbase
^ Application: Supports institutional-scale, high-frequency, low-latency trading conducted by AI agents

BNB Token Price Strength
* Performance: Maintained above $625 level amidst the April 28-29 price slump despite -1.6% BTC performance and ETH reaching week low
* Why: Structural demand driven by gas costs paid by 150,000 AI agents ensures constant BNB demand irrespective of sentiment
* Burn Effect: The 35th quarter burn on April 15 reduced BNB supply by 2.14 million (∼$1.32B). AI transaction activity is now included in supply reduction
BNB RoadmapBNB Chain will target throughput levels of 20,000 TPS and sub-second finality by 2026.

#BNBChain #BNB #OnChainAI #BNBBurn #Binance

$BNB
Eric Trump: Bitcoin in "Greatest Period Ever" amid Wall Street's Support for BTC 💬🔊🪙 Speaking at Bitcoin Las Vegas 2026, Eric Trump, one of the co-founders of Bitcoin, stated that Bitcoin was experiencing the most pivotal time in its history, with adoption being fueled by institutions, banks, and ETFs. "Greatest Period" for Bitcoin ^ Quote: “We are in the greatest period I’ve ever seen,” according to Trump ^ Timeline: Previous six months are marked as "transformational" vs past three years ^ Thesis: "This is when the asset's best days happen" Wall Street Gets in Step * Banking Trends: Big banks providing bitcoin mortgage services and custodial facilities * Holding Strategy: "They're not selling bitcoin, people are holding on to their bitcoins. It's getting sticky" * Supply-Demand Dynamics: Tighter supply plus increasing institutional and sovereign demands putting pressure on market ETF Surge Democratizes Investment ^ Bloomberg Perspective: Eric Balchunas referred to the bitcoin ETFs as "one of the most successful product launches in its history" ^ Consequence: ETFs making way for retail users to invest in bitcoin, access that was exclusively available to institutional investors ^ Factors: Alignment of institutional use, corporate treasuries, and financial mainstream access Sustained Belief in Bitcoin Trump: "I'll go through the turbulence... Who will come out winning after ten years?" #BTC #EricTrump #BitcoinLasVegas2026 #BitcoinMortgages #DigitalAssets $BTC {spot}(BTCUSDT)
Eric Trump: Bitcoin in "Greatest Period Ever" amid Wall Street's Support for BTC 💬🔊🪙

Speaking at Bitcoin Las Vegas 2026, Eric Trump, one of the co-founders of Bitcoin, stated that Bitcoin was experiencing the most pivotal time in its history, with adoption being fueled by institutions, banks, and ETFs.

"Greatest Period" for Bitcoin
^ Quote: “We are in the greatest period I’ve ever seen,” according to Trump
^ Timeline: Previous six months are marked as "transformational" vs past three years
^ Thesis: "This is when the asset's best days happen"

Wall Street Gets in Step
* Banking Trends: Big banks providing bitcoin mortgage services and custodial facilities
* Holding Strategy: "They're not selling bitcoin, people are holding on to their bitcoins. It's getting sticky"
* Supply-Demand Dynamics: Tighter supply plus increasing institutional and sovereign demands putting pressure on market
ETF Surge Democratizes Investment
^ Bloomberg Perspective: Eric Balchunas referred to the bitcoin ETFs as "one of the most successful product launches in its history"
^ Consequence: ETFs making way for retail users to invest in bitcoin, access that was exclusively available to institutional investors
^ Factors: Alignment of institutional use, corporate treasuries, and financial mainstream access

Sustained Belief in Bitcoin
Trump: "I'll go through the turbulence... Who will come out winning after ten years?"

#BTC #EricTrump #BitcoinLasVegas2026 #BitcoinMortgages #DigitalAssets

$BTC
Fed Maintains Rate Range of 3.50%-3.75% in Powell's Last Meeting 📰💰💵 Powell’s last monetary policy meeting saw Fed maintain rates as threats of inflation collide with weak growth. Powell steps down on May 15 while Kevin Warsh will replace him. Rate Decision Highlights * Rate decision: Fed maintains its rate range at 3.50%-3.75% * Reasoning: Balancing inflation pressures with evidence of slowing growth * Fed statement: Will “carefully evaluate the information…in the coming months” before making any moves Four Dissenters Portend Tension at the FOMC * Dovish: Stephen Mirran dissented saying Fed should cut interest by 25 basis points * Hawkish: Beth Hammack, Neel Kashkari, Lorie Logan dissented saying Fed should do nothing * Significance: Three hawkish dissents show it may be tough for Warsh to get interest rates lowered Changes in Leadership * Powell’s End: Possibly his last meeting as the chair. Term expires on May 15. * Warsh Takes Over: Passes Senate Banking Committee vote on Wednesday. He is expected to take the chair position when Powell resigns. * Upcoming Event: Powell’s presser to hint on interest rates going forward. Market Reaction * Cryptocurrency: BTC -0.5% in 24hr, selling near $76,000 mark. * Equity Markets: Nasdaq falls by 0.35%. Stocks show minor losses. * Yields: 2-year yields rise by 9 bps to 3.93%, and 10-year yields rise by 5 bps to 4.40%. * Crude Oil Prices: Near all-time high level at ∼$105/barrel following rebound in Iran. Fed’s Dilemma Rising fuel prices increase headline inflation but hamper growth. This creates a dilemma for the Fed. #FederalReserve #JeromePowell #KevinWarsh #InterestRates #MonetaryPolicy
Fed Maintains Rate Range of 3.50%-3.75% in Powell's Last Meeting 📰💰💵

Powell’s last monetary policy meeting saw Fed maintain rates as threats of inflation collide with weak growth. Powell steps down on May 15 while Kevin Warsh will replace him.

Rate Decision Highlights
* Rate decision: Fed maintains its rate range at 3.50%-3.75%
* Reasoning: Balancing inflation pressures with evidence of slowing growth
* Fed statement: Will “carefully evaluate the information…in the coming months” before making any moves
Four Dissenters Portend Tension at the FOMC
* Dovish: Stephen Mirran dissented saying Fed should cut interest by 25 basis points
* Hawkish: Beth Hammack, Neel Kashkari, Lorie Logan dissented saying Fed should do nothing
* Significance: Three hawkish dissents show it may be tough for Warsh to get interest rates lowered

Changes in Leadership
* Powell’s End: Possibly his last meeting as the chair. Term expires on May 15.
* Warsh Takes Over: Passes Senate Banking Committee vote on Wednesday. He is expected to take the chair position when Powell resigns.
* Upcoming Event: Powell’s presser to hint on interest rates going forward.

Market Reaction
* Cryptocurrency: BTC -0.5% in 24hr, selling near $76,000 mark.
* Equity Markets: Nasdaq falls by 0.35%. Stocks show minor losses.
* Yields: 2-year yields rise by 9 bps to 3.93%, and 10-year yields rise by 5 bps to 4.40%.
* Crude Oil Prices: Near all-time high level at ∼$105/barrel following rebound in Iran.

Fed’s Dilemma
Rising fuel prices increase headline inflation but hamper growth. This creates a dilemma for the Fed.

#FederalReserve #JeromePowell #KevinWarsh #InterestRates #MonetaryPolicy
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Falcon Captain
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𝙋𝙇𝘼𝙉 𝙁𝙊𝙍 #𝙊𝙍𝘾𝘼𝙐𝙎𝘿𝙏

{future}(ORCAUSDT)
Iran Ready to Make Peace Proposal: Cryptocurrency Repercussions A new peace proposal by Iran may be tabled soon, reducing risks to oil from war premium fears and sending BTC/ETH higher. Yet, cryptocurrency trading stays headlines-dependent until the real deal emerges. Negotiations Reach Crucial Stage ^ Source: According to CNN, Iran will offer its revised peace proposal following multiple frameworks presented to US and regional mediators. ^ Key Points: Sanctions lifting, security assurances, shipping guidelines for Strait of Hormuz ^ Situation: Iran wanted full lifting of sanctions + security obligations in the Gulf. The US wants clear restrictions on its nuclear program, navigational freedom, and sanctions phased according to compliance ^ Outcome: Iran's revised proposal leaves room for negotiations but still doesn't solve existing differences. Unfavorable leaks can shift sentiment to caution Impact on Bitcoin & Ethereum * Short Term: "War premium" in oil and volatility markets deflates via expectation compression. Marginally positive for risk assets; BTC -1.28%, ETH -0.62% * If Success: True ceasefire and decreased disruption risk for Strait of Hormuz leads to weaker dollar, narrower credit spreads, favorable environment for beta assets * Asset Reaction: BTC receives boost as a macro-sensitive asset. ETH may outperform in terms of percentage owing to higher sensitivity to liquidity/technological factors Traders' Binary Choice ^ Risk On: Solid basis to squeeze long in BTC/ETH as tail risk hedge demand subsides ^ Risk Off: Squeeze failure rekindles "flight to quality" trade, energy shock fears return. ETH will underperform BTC during risk-off scenario ^ In Summary: Consider volatility driver rather than established storyline. As long as no deal is reached, cryptocurrencies will be priced based on Tehran/Washington rhetoric #BitcoinMacro #Ethereum #WarPremium #MacroCrypto #SanctionsRelief $BTC $ETH {spot}(ETHUSDT) {spot}(BTCUSDT)
Iran Ready to Make Peace Proposal: Cryptocurrency Repercussions

A new peace proposal by Iran may be tabled soon, reducing risks to oil from war premium fears and sending BTC/ETH higher. Yet, cryptocurrency trading stays headlines-dependent until the real deal emerges.

Negotiations Reach Crucial Stage
^ Source: According to CNN, Iran will offer its revised peace proposal following multiple frameworks presented to US and regional mediators.
^ Key Points: Sanctions lifting, security assurances, shipping guidelines for Strait of Hormuz
^ Situation: Iran wanted full lifting of sanctions + security obligations in the Gulf. The US wants clear restrictions on its nuclear program, navigational freedom, and sanctions phased according to compliance
^ Outcome: Iran's revised proposal leaves room for negotiations but still doesn't solve existing differences. Unfavorable leaks can shift sentiment to caution

Impact on Bitcoin & Ethereum
* Short Term: "War premium" in oil and volatility markets deflates via expectation compression. Marginally positive for risk assets; BTC -1.28%, ETH -0.62%
* If Success: True ceasefire and decreased disruption risk for Strait of Hormuz leads to weaker dollar, narrower credit spreads, favorable environment for beta assets
* Asset Reaction: BTC receives boost as a macro-sensitive asset. ETH may outperform in terms of percentage owing to higher sensitivity to liquidity/technological factors

Traders' Binary Choice
^ Risk On: Solid basis to squeeze long in BTC/ETH as tail risk hedge demand subsides
^ Risk Off: Squeeze failure rekindles "flight to quality" trade, energy shock fears return. ETH will underperform BTC during risk-off scenario
^ In Summary: Consider volatility driver rather than established storyline. As long as no deal is reached, cryptocurrencies will be priced based on Tehran/Washington rhetoric

#BitcoinMacro #Ethereum #WarPremium #MacroCrypto #SanctionsRelief

$BTC $ETH
Chiliz Takes Omnichain Approach: Fan Tokens Migrate to Solana and Base Ahead of This Summer’s FIFA World Cup Blockchain sports platform Chiliz is expanding its 70+ fan tokens onto Solana and Base networks before this summer’s FIFA World Cup, migrating from single-chain to “omnichain distribution.” From Layer-1 to Omnichain * Background: Chiliz created its own layer-1 network in 2023 for fan token transactions * Strategy Change: Adopting omnichain approach via OFT (Omnichain Fungible Token) format * Advantage: Fan tokens will coexist across all chains with shared supply. No wrapped tokens or separate liquidity pools Why Solana & Base? * Objective: Increase trading volumes for fan tokens before FIFA World Cup * Blockchains: Expansion into Solana and Base – the Ethereum L2 blockchain created by Coinbase * Timeline: Expansion revealed Tuesday on X (formerly Twitter) Fan Token Explained * Explanation: Virtual tokens that signify membership in an organization, like a sports team’s fans * Instances: More than 70 tokens ranging from Paris Saint-Germain, Barcelona, Manchester City, Juventus * Usage: Provides token owners special privileges and voting power on matters such as warm-up kit color choices * World Cup: Chiliz has fan tokens for the teams of Argentina and Portugal. More anticipated in June #ChilizOmnichain #WorldCup2026 #Web3FanEngageme #BarcaToken #FanRewards $SOL $CHZ {spot}(CHZUSDT) {spot}(SOLUSDT)
Chiliz Takes Omnichain Approach: Fan Tokens Migrate to Solana and Base Ahead of This Summer’s FIFA World Cup

Blockchain sports platform Chiliz is expanding its 70+ fan tokens onto Solana and Base networks before this summer’s FIFA World Cup, migrating from single-chain to “omnichain distribution.”

From Layer-1 to Omnichain
* Background: Chiliz created its own layer-1 network in 2023 for fan token transactions
* Strategy Change: Adopting omnichain approach via OFT (Omnichain Fungible Token) format
* Advantage: Fan tokens will coexist across all chains with shared supply. No wrapped tokens or separate liquidity pools

Why Solana & Base?
* Objective: Increase trading volumes for fan tokens before FIFA World Cup
* Blockchains: Expansion into Solana and Base – the Ethereum L2 blockchain created by Coinbase
* Timeline: Expansion revealed Tuesday on X (formerly Twitter)

Fan Token Explained
* Explanation: Virtual tokens that signify membership in an organization, like a sports team’s fans
* Instances: More than 70 tokens ranging from Paris Saint-Germain, Barcelona, Manchester City, Juventus
* Usage: Provides token owners special privileges and voting power on matters such as warm-up kit color choices
* World Cup: Chiliz has fan tokens for the teams of Argentina and Portugal. More anticipated in June

#ChilizOmnichain #WorldCup2026 #Web3FanEngageme #BarcaToken #FanRewards

$SOL $CHZ
Terpin the ‘Crypto Godfather’ on BTC – Not Ready for Bottom and ATH in 2026 Michael Terpin, BTC investor, claims that BTC has not formed its bottom yet and will not make an ATH in 2026. A correction down to ∼$57,000 is anticipated by October. Bear Thesis of Terpin on BTC * Lack of BTC bottom: “No BTC bottom until price breaks through $100,000 and no such support anywhere near materializing” * Target price: BTC will reach bottom at $57,000 in October, like last year after BTC fell under $100K on October 10th * Fall trend: Even despite a rise by 10+% in April, “we are definitely still in the Bitcoin fall”. BTC declines at high levels before capitulation are usual * Rejection: BTC at $80,000 “strongly rejected yesterday in Asian session” due to high oil prices Analyst Views Diverge * Both see no bottom: Jason Fernandes of AdLunam believes BTC has not capitulated. “The formation of a durable bottom requires exhaustion of speculation leverage and macro uncertainty, neither of which are evident here yet.” * When?: For Fernandes, “It’s just not there yet for extreme pessimism to kick in… might require one more dip.” * Counterpoint: Mati Greenspan at Quantum Economics finds this view “overly bearish.” Points to institutional support: “There is still plenty of room for growth… new record highs are likely to occur soon enough.” * Most analysts agree: The low for February’s bear market is at the ∼$60,000 mark. Helped by ETF buying interest and BTC stability despite Iran/oil conflict risks. Macro ChallengesLiquidity: * “The liquidity situation is tight, and markets have adjusted themselves to a higher-for-longer rate scenario,” noted Fernandes. * Target of $100k mark: Symbolic rather than technical in nature. Bull run requires new highs along with money flows. But the $100K level can spur those developments. #MichaelTerpin #BitcoinBottom #BTCPricePrediction #BitcoinBearCase $BTC {spot}(BTCUSDT)
Terpin the ‘Crypto Godfather’ on BTC – Not Ready for Bottom and ATH in 2026

Michael Terpin, BTC investor, claims that BTC has not formed its bottom yet and will not make an ATH in 2026. A correction down to ∼$57,000 is anticipated by October.

Bear Thesis of Terpin on BTC
* Lack of BTC bottom: “No BTC bottom until price breaks through $100,000 and no such support anywhere near materializing”
* Target price: BTC will reach bottom at $57,000 in October, like last year after BTC fell under $100K on October 10th
* Fall trend: Even despite a rise by 10+% in April, “we are definitely still in the Bitcoin fall”. BTC declines at high levels before capitulation are usual
* Rejection: BTC at $80,000 “strongly rejected yesterday in Asian session” due to high oil prices

Analyst Views Diverge
* Both see no bottom: Jason Fernandes of AdLunam believes BTC has not capitulated. “The formation of a durable bottom requires exhaustion of speculation leverage and macro uncertainty, neither of which are evident here yet.”
* When?: For Fernandes, “It’s just not there yet for extreme pessimism to kick in… might require one more dip.”
* Counterpoint: Mati Greenspan at Quantum Economics finds this view “overly bearish.” Points to institutional support: “There is still plenty of room for growth… new record highs are likely to occur soon enough.”
* Most analysts agree: The low for February’s bear market is at the ∼$60,000 mark. Helped by ETF buying interest and BTC stability despite Iran/oil conflict risks.

Macro ChallengesLiquidity:
* “The liquidity situation is tight, and markets have adjusted themselves to a higher-for-longer rate scenario,” noted Fernandes.
* Target of $100k mark: Symbolic rather than technical in nature. Bull run requires new highs along with money flows. But the $100K level can spur those developments.

#MichaelTerpin #BitcoinBottom #BTCPricePrediction #BitcoinBearCase

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[Қайта ойнату] 🎙️ Bitcoin's Steady Climb: Best Month in a Year
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$5 Trillion Cross-Border B2B Stablecoin Payments by 2035 According to Juniper Research, cross-border B2B stablecoin transactions will be worth $5 trillion by 2035, a jump of 37,000 percent from $13.4 billion currently. Projections * 2035 Transactions Value: $5T in cross-border B2B stablecoin payments, an increase of 373 times from 2026 * Cross-Border B2B Domination: 85 percent of stablecoin transactions' value in 2035 will be due to cross-border B2B transactions * Chainalysis Perspective: Adjusted Why B2B Takes the Lead ^ Efficiency: Stablecoins resolve inefficiencies within tradfi cross-border payments ^ Benefits: Programmatic solutions and 24/7 finality compared to correspondent banks' payment channels ^ Applications: Treasuries, settlement in supply chains, B2B payments ^ Transition: Transitioning from speculation to a core institutional payments infrastructure Impact on Banking ^ Disruption: Stablecoins disrupt correspondent bank payment channels ^ Not a Substitute: "Stablecoins aren’t replacing payments infrastructure. They’re just being adopted in places where they bring the biggest benefits," notes analyst Jawad Jahan ^ Recommendation: Issuers are advised to focus on enterprise integrations and treasuries Bottom Line Cross-border B2B is where stablecoins have maximum benefits. Growth in this area will sustain volumes. The real question is how soon they will displace traditional rails. #B2B #CrossBorderPayments #JuniperResearch #CryptoPayments #GlobalFinance
$5 Trillion Cross-Border B2B Stablecoin Payments by 2035

According to Juniper Research, cross-border B2B stablecoin transactions will be worth $5 trillion by 2035, a jump of 37,000 percent from $13.4 billion currently.

Projections
* 2035 Transactions Value: $5T in cross-border B2B stablecoin payments, an increase of 373 times from 2026
* Cross-Border B2B Domination: 85 percent of stablecoin transactions' value in 2035 will be due to cross-border B2B transactions
* Chainalysis Perspective: Adjusted

Why B2B Takes the Lead
^ Efficiency: Stablecoins resolve inefficiencies within tradfi cross-border payments
^ Benefits: Programmatic solutions and 24/7 finality compared to correspondent banks' payment channels
^ Applications: Treasuries, settlement in supply chains, B2B payments
^ Transition: Transitioning from speculation to a core institutional payments infrastructure

Impact on Banking
^ Disruption: Stablecoins disrupt correspondent bank payment channels
^ Not a Substitute: "Stablecoins aren’t replacing payments infrastructure. They’re just being adopted in places where they bring the biggest benefits," notes analyst Jawad Jahan
^ Recommendation: Issuers are advised to focus on enterprise integrations and treasuries

Bottom Line
Cross-border B2B is where stablecoins have maximum benefits. Growth in this area will sustain volumes. The real question is how soon they will displace traditional rails.

#B2B #CrossBorderPayments #JuniperResearch #CryptoPayments #GlobalFinance
Western Union Seeks Stablecoin Rollout to Sidestep SWIFT The Western Union Company will roll out its USD stablecoin USDPT within the next month to process transactions internationally without using SWIFT and provide crypto cash-out and stablecoin cards. Details of USDPT Rollout * Timeframe: USDPT almost ready, set to be rolled out next month * Network: It will operate on Solana (SOL) * Issuer Partner: USDPT will be issued by a federally chartered crypto bank, Anchorage Digital * Use Case: Initially not intended for consumers. Replacing SWIFT interbank network for processing payments with agents Why Leave SWIFT? * Problem: Traditional systems only process on weekdays, taking 2-3 days in some countries * Solution: Stablecoins will allow instant settlement seven days a week * Efficiency: It will minimize capital locked up in the system New Products: DAN + Stable Card * Digital Asset Network (DAN): Allows crypto wallets to use Western Union as a cash-out service. Converts digital assets into local currencies through WU’s extensive retail network. Pipeline: tens of millions of wallets worldwide * Stable Card: To be released sometime during the latter half of 2026. Stores stablecoins and spends using payment rails. Inflationary environments need US dollar stable coins with everyday usage * Launch: First phase deployment in several dozen markets planned for latter 2026 Pressure from Competition The move comes amid intense competition for its core money transfer services from fintech companies and cryptocurrencies. MoneyGram relies on Circle’s USDC. Stripe unveiled stablecoin infrastructure built on Tempo blockchain technology. #WesternUnion #Stablecoins #USDPT #Solana #Remittance $SOL {spot}(SOLUSDT)
Western Union Seeks Stablecoin Rollout to Sidestep SWIFT

The Western Union Company will roll out its USD stablecoin
USDPT within the next month to process transactions internationally without using SWIFT and provide crypto cash-out and stablecoin cards.

Details of USDPT Rollout
* Timeframe: USDPT almost ready, set to be rolled out next month
* Network: It will operate on Solana (SOL)
* Issuer Partner: USDPT will be issued by a federally chartered crypto bank, Anchorage Digital
* Use Case: Initially not intended for consumers. Replacing SWIFT interbank network for processing payments with agents

Why Leave SWIFT?
* Problem: Traditional systems only process on weekdays, taking 2-3 days in some countries
* Solution: Stablecoins will allow instant settlement seven days a week
* Efficiency: It will minimize capital locked up in the system

New Products: DAN + Stable Card
* Digital Asset Network (DAN): Allows crypto wallets to use Western Union as a cash-out service. Converts digital assets into local currencies through WU’s extensive retail network. Pipeline: tens of millions of wallets worldwide
* Stable Card: To be released sometime during the latter half of 2026. Stores stablecoins and spends using payment rails. Inflationary environments need US dollar stable coins with everyday usage
* Launch: First phase deployment in several dozen markets planned for latter 2026

Pressure from Competition
The move comes amid intense competition for its core money transfer services from fintech companies and cryptocurrencies. MoneyGram relies on Circle’s USDC. Stripe unveiled stablecoin infrastructure built on Tempo blockchain technology.

#WesternUnion #Stablecoins #USDPT #Solana #Remittance

$SOL
Stablecoins: Core Financial Plumbing of Global Finance? According to a16z crypto, stablecoins have become “core financial plumbing that quietly passed a point of no return” with programmable dollars becoming the “base layer for a multi-chain, banking-as-a-service stack.” From Trading to Settlement * Transition: Stablecoins evolved from being just another tool for traders to becoming a settlement layer for the global economy * New Era: Stablecoin issuers and infrastructure providers work on offering balance sheet services on demand in an instantaneous and API-native way * Embedding: Programmable dollars exist natively within consumer apps, fintech and institutional software solutions. Multi-Chain Banking Stack Based on its categorization, 16z classifies current blockchain networks into 3 types based on the fact that stablecoins serve as their common settlement layer: * Purposeful: Ethereum, Solana, L2s * Payment Networks: Stripe’s Tempo * Permissioned: Canton * Target Market: From retail gamers to global banks Banking Bottlenecks Ease Up * Integration: Friendly crypto banks integrating on-chain infrastructure into fiat payments networks * Regulatory Tug-of-War: Leading providers vie for OCC’s nationwide trust charters and licenses in order to establish themselves within U.S. banking ecosystem The Second Act is Credit Act Two: Mass issuance of stablecoins will allow a novel on-chain credit market * Method: On-chain collateral, reputational scores and programmable covenants create alternate credit stack based on stablecoin rail network * Consequences: Funding creation independent of banking system From Geopolitical Perspective Stablecoins expand dollar hegemony through delivery of dollar-denominated payments to anyone with an online wallet. Enables emerging markets residents to transact with USD outside of their banking systems. #Stablecoins #a16z #OnChainFinance #CreditMarkets $ETH $SOL {spot}(SOLUSDT) {spot}(ETHUSDT)
Stablecoins: Core Financial Plumbing of Global Finance?

According to a16z crypto, stablecoins have become “core financial plumbing that quietly passed a point of no return” with programmable dollars becoming the “base layer for a multi-chain, banking-as-a-service stack.”

From Trading to Settlement
* Transition: Stablecoins evolved from being just another tool for traders to becoming a settlement layer for the global economy
* New Era: Stablecoin issuers and infrastructure providers work on offering balance sheet services on demand in an instantaneous and API-native way
* Embedding: Programmable dollars exist natively within consumer apps, fintech and institutional software solutions.

Multi-Chain Banking Stack
Based on its categorization, 16z classifies current blockchain networks into 3 types based on the fact that stablecoins serve as their common settlement layer:
* Purposeful: Ethereum, Solana, L2s
* Payment Networks: Stripe’s Tempo
* Permissioned: Canton
* Target Market: From retail gamers to global banks

Banking Bottlenecks Ease Up
* Integration: Friendly crypto banks integrating on-chain infrastructure into fiat payments networks
* Regulatory Tug-of-War: Leading providers vie for OCC’s nationwide trust charters and licenses in order to establish themselves within U.S. banking ecosystem

The Second Act is Credit
Act Two: Mass issuance of stablecoins will allow a novel on-chain credit market
* Method: On-chain collateral, reputational scores and programmable covenants create alternate credit stack based on stablecoin rail network
* Consequences: Funding creation independent of banking system

From Geopolitical Perspective
Stablecoins expand dollar hegemony through delivery of dollar-denominated payments to anyone with an online wallet. Enables emerging markets residents to transact with USD outside of their banking systems.

#Stablecoins #a16z #OnChainFinance #CreditMarkets

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Positive Institutional Demand Underpins BTC/ETH Outlook: Bitget Research Chief Analyst Ryan Lee notes that Bitcoin and Ethereum possess a positive outlook in the near term, underpinned by steady institutional allocations, ETF inflows, and reduced leverage. Present Rally Built on Stronger Foundations * Catalyst: Rally driven by institutional allocations, not speculative retail positions * ETF Inflows: US spot BTC ETFs have recorded consecutive inflows over 8 days to $2.1B up until April 23. BlackRock’s IBIT accounts for roughly 75% of the inflows * Onboarding Supply: Inflows have absorbed ~19,000 BTC against ~2,100 BTC minted, with institutional demand absorbing 9x more supply. Near-Term Price Targets * Bitcoin: Projected to breach $80K-$85K levels with continued inflows * Ethereum: Targeting price levels of $2,800-$3,000 on account of ecosystem upgrades and widespread adoption. Macro Context: Gold and Oil - Gold: At/near all-time high levels, reflecting increased geopolitical risk, stubborn inflation, less accommodative policy. Illustrates flows of capital into various assets - Oil: High oil prices create further macro headwinds. Higher energy prices might slow down interest rate reductions and restrict liquidity. - ETF Impact: Oil at/near $100/barrel during early 2026 induced risk-off sentiment, resulting in $296 million pulled out of BTC ETF funds in just one week. Portfolio Implications As Lee explains, crypto gains rely on the continued inflow of institutions to withstand macroeconomic volatility. In other words, if it continues, cryptocurrencies remain part of an asset allocation strategy. A current 9x ratio of supply absorption indicates a sustainable and structural demand trend compared to previous cycles driven by retail buyers. #Bitcoin #Ethereum #InstitutionalCrypto #CryptoNews #DigitalAssets $BTC $ETH {spot}(ETHUSDT) {spot}(BTCUSDT)
Positive Institutional Demand Underpins BTC/ETH Outlook:

Bitget Research
Chief Analyst Ryan Lee notes that Bitcoin and Ethereum possess a positive outlook in the near term, underpinned by steady institutional allocations, ETF inflows, and reduced leverage.

Present Rally Built on Stronger Foundations
* Catalyst: Rally driven by institutional allocations, not speculative retail positions
* ETF Inflows: US spot BTC ETFs have recorded consecutive inflows over 8 days to $2.1B up until April 23. BlackRock’s IBIT accounts for roughly 75% of the inflows
* Onboarding Supply: Inflows have absorbed ~19,000 BTC against ~2,100 BTC minted, with institutional demand absorbing 9x more supply.

Near-Term Price Targets
* Bitcoin: Projected to breach $80K-$85K levels with continued inflows
* Ethereum: Targeting price levels of $2,800-$3,000 on account of ecosystem upgrades and widespread adoption.

Macro Context: Gold and Oil
- Gold: At/near all-time high levels, reflecting increased geopolitical risk, stubborn inflation, less accommodative policy. Illustrates flows of capital into various assets
- Oil: High oil prices create further macro headwinds. Higher energy prices might slow down interest rate reductions and restrict liquidity.
- ETF Impact: Oil at/near $100/barrel during early 2026 induced risk-off sentiment, resulting in $296 million pulled out of BTC ETF funds in just one week.

Portfolio Implications
As Lee explains, crypto gains rely on the continued inflow of institutions to withstand macroeconomic volatility. In other words, if it continues, cryptocurrencies remain part of an asset allocation strategy. A current 9x ratio of supply absorption indicates a sustainable and structural demand trend compared to previous cycles driven by retail buyers.

#Bitcoin #Ethereum #InstitutionalCrypto #CryptoNews #DigitalAssets

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