𝙒𝙝𝙖𝙩 𝙒𝙚 Talked 𝙏𝙤𝙙𝙖𝙮 𝙇𝙞𝙫𝙚 [ 𝙈𝙖𝙮 13, 2026 ]
> We broke down the 3.8% CPI inflation print and why Bitcoin is defending the $81,000 level.
> We explored the Solana Alpenglow upgrade and its path to 150ms finality.
> We analyzed the Aave recovery plan and the return of $71 million in ETH from Arbitrum.
> We discussed Sei Network’s transition to an EVM-only chain to reach 200,000 TPS.
❍ Coins We Talked Today
> Bitcoin ($BTC): Stabilizing at $81,069 after a brief dip to $79,...
Four years ago today, I took screenshots during the historic $LUNC collapse — right as the market searched for a bottom near $0.0002700.
Back then, few believed the ecosystem could ever recover after such extreme destruction. But before the collapse, the original $LUNC went from roughly $0.27–$0.37 all the way to an unbelievable $119.55 in just 2.5 years.
Then, in less than 30 days, everything was wiped out. 📉
Now in 2026, $LUNC is once again trading near that same historical zone around $0.00...
🚨 MACRO SHOCK: US INFLATION REFUSES TO DIE 👁️
Two days of brutal data.
Yesterday, #cpi hit 3.8% YoY — above expectations.
Today, #PPI exploded to 6% YoY — highest since December 2022.
Core PPI crushed estimates — +1% MoM vs 0.4% expected.
Gasoline alone surged +15.6% in a single month at the producer level.
And it's not just energy anymore.
Freight, chemicals, healthcare, legal services — inflation is spreading.
The Fed is cornered.
No QE. No cuts in sight.
Rate hike probability just clim...
May 13 Update:
#Bitcoin ETFs:
1D NetFlow: -2,712 $BTC(-$216.33M)🔴
7D NetFlow: -8,165 $BTC(-$651.25M)🔴
#Ethereum ETFs:
1D NetFlow:-66,320 $ETH(-$150.41M)🔴
7D NetFlow: -107,681 $ETH(-$244.22M)🔴
#Solana ETFs:
1D NetFlow: +218,148 $SOL(+$24.62M)🟢
7D NetFlow: +865,506 $SOL(+$63.59M)🟢
https://x.com/lookonchain/status/2054211230521561265
#BlackRock just moved a sizable amount of crypto to Coinbase Prime. The firm deposited: 861 $BTC worth roughly $69.59M
and 44,691 $ETH worth around $103.15M.
It’s worth noting that transfers to Coinbase Prime are not necessarily direct sell signals. Prime wallets are often used for ETF operations, custody management, rebalancing, or internal fund flows rather than outright market dumping.
Still, movements of this size from BlackRock-linked wallets always catch attention fast.
{future}(ETHUSDT...