2025-02-04 16:11:46
π Rise'n'Crypto: Bitcoin rebounds post-$10B liquidation, MicroStrategy pauses buys at $47B in BTC, and Ethereum rallies.
π Tune in!
2025-02-04 15:01:04
Trivago integrates with Travala, enabling hotel bookings in over 100 cryptocurrencies
2025-02-04 12:33:30
QCP: Relief was short-lived as China retaliated with new tariffs, sending BTC back to $98k. China also launched an antitrust investigation into Google, signaling a readiness to escalate tensions by targeting major U.S. tech firms. Any resulting sanctions or restrictions could weigh on earnings, posing a key risk to risk-on assets.
2025-02-04 12:29:06
Ethereum increased the networkβs gas limit above 30 million, with over 50% of validators indicating the change. More than half of the validatorsβ approval was needed for the gas limit adjustment to take effect. This is the first time such a change has been implemented under Ethereumβs proof-of-stake consensus mechanism. The last adjustment took place in 2021 when the gas limit doubled from 15 million to 30 million gas units.
2025-02-04 11:55:02
Binance will remove and cease trading on the following spot trading pairs:
At 2025-02-06 03:00 (UTC): QI/BTC, TLM/BTC, VITE/BTC
2025-02-04 11:44:01
The number of Bitcoin transactions dropped to its lowest level since March 2024, indicating a decline in network activity.
2025-02-04 11:41:20Funny how the Trump made a meme on Solana --> extract max value --> used the proceeds to buy more $ETH
For many people this cycle, Solana is where they made their wealth, Ethereum is where they may want to keep and grow it (but don't marry an ecosystem)
The white House is now shilling $ETH sers
Bullish case for ETH
- ETH has all the "BlueChip" DeFi primitives (Uniswap, Aave, Ethena)
- Muh deflationary soon (more usage --> burnt ETH from tx fees > staking rewards)
- Spot ETH and soon staking ETF --> ETF inflows
- Truly decentralised + institutional choice for tokenizing assets
- @VitalikButerin heads down continuously upgrading the chain
- Attract the best devs + budding L2 ecosystem
- Most whales store their net-worth on Ethereum mainnnet
Bearish points
- The activity and economic activity on L2s does not benefit ETH token in any way
- Ethereum is unusable during peak periods (high gas fees + stuck transactions)
- Ethereum Foundation shenanigans + bad optics whenever they have to sell $ETH for operational costs
- Staking ETH --> yield of 1-2% may not justify the risk
- No fun dApps this cycle (PumpFun <> Solana, Polymarket <> Polygon) + hard to attract retails when other chains have easier onboarding
Just observations, personally bullish both ETH and SOL
https://x.com/ahboyash/status/1886657592052887871?s=46&t=hr2fbvcHJGpvp_SbDstdzg
2025-02-04 11:09:41
Ethereum increases gas limit for the first time since proof-of-stake migration
2025-02-04 10:22:09
UBS CEO Ermotti: US Tariffs Somewhat Priced Into Markets
See Willingness Of Parties To Negotiate On Tariffs
Gaining Market Share In Investment Banking
Expect More Clarity On Swiss Bank Plans In May
2025-02-04 09:39:46
trade war begins
China to impose 10-15% tariffs on US oil, agricultural equipment, coal, and LNG.
2025-02-04 09:22:27
China's State Council said it would impose additional tariffs on some imported goods originating from the United States starting February 10, 2025. Trump's spokesman said Trump will speak with Chinese President as early as this week to seek an agreement that could avoid a wider trade war.
2025-02-04 09:11:59
New ETH CME GAP opened at 2.9k-3.3k.
Mostly CME Gaps are filled sooner or later !!!
2025-02-04 08:15:00
China to impose 10-15% tariffs on US oil, agricultural equipment, coal, and LNG.
2025-02-04 08:09:29
On February 3, the total net outflow of Bitcoin spot ETFs was US$235 million, the first net outflow after the net inflow in the past 4 days. Fidelity ETF FBTC had a net outflow of US$177 million. Ethereum spot ETF had a total net inflow of $83.5404 million.
2025-02-04 08:00:55π» Threading Daily β 04.02.2025 π»
πMacro
- Gold hits another ATH
- USD and oil surge, stock futures sink on tariffs
- G20 currencies fall to new lows vs dollar
- Mexico says tariffs are paused for a month
- Canada proposed tariffs put on hold >30 days
- China proposes yuan pledge & US investments
- Elon thinks US can cut $1T from deficit
- EU leaders plan EUR 500b defence spending
- Softbank x OpenAI to establish SB OpenAI Japan
- OpenAI launches ChatGPT deep research agent
πCrypto News
- BTC dominance nears 4-yr high
- Most liquidations ever at $2.3bn
- Top NFTs down 30-80% over the last month
- AI agents fall to $7bn, top coins 70-80% from ATH
- Top SOL memecoins down 40-50% in a week
- TRUMP now down 75% from peak
- HYPE leads altcoins on buybacks from liquidations
- Stablecoin TVL hits new record $218B
- Tether reports $13bn of profit
- MicroStrategy raises $563m to buy BTC
- Coinbase secures VASP registration in the UK
- Kraken obtains MiFID License in EU
- UBS tests blockchain for digital gold investments
- Utah could be first state to pass BTC reserve bill
- India reviewing crypto stance
- South Koreaβs BTC Kimchi premium at 3 yr high
- Stablecoins finding βproduct-market fitβ in EM
- Coinbase added $ETHFI, and $TAO to roadmap
- Eric Trump: βItβs a Great Time to Add $ETHβ
πAlpha/Good Reads
- Berachain "HoneyPaper"
- ZachXBT shows how Coinbase users are losing > $300M for scams
- Web3 AI Agents Guide: Build, Deploy, and Manage
πRaises
- Canopy $1.2M, DeFi platform on Movement. Investors: GSR, Mechanism, Citizen X, Primitive...
- Elastos $20M, merge-mined with Bitcoin, Elastos is at the forefront of SmartWeb development and features a BTCFi protocol. Investors: HTX, KR1, Rollman...
- Irreducible (Series A) $24M, an enterprise-grade, ZK proof acceleration platform that builds hardware to enhance the efficiency of ZK proof generation. Investors: Paradigm, Bain Capital, Robot Ventures, Fenbushi...
- Mevvy (Seed) $2.8M, a MEV execution platform to simplify the tech complexity, making MEV more easier to traders. Investors: Multicoin, Chapter One, Hypersphere...
πEarly Projects
- See > yesterday's post
β
Follow for alpha β
https://twitter.com/arndxt_xo
2025-02-04 06:41:57
According to CoinDesk, US President Donald Trump signed an executive order on Monday requiring the Treasury and Commerce Departments to create a sovereign wealth fund. Although the signing ceremony did not mention Bitcoin, the sovereign wealth fund could become a way for governments to buy and hold cryptocurrencies. The sovereign wealth fund is expected to be created within the next 12 months.
2025-02-04 05:36:27
Vitalik: Pectra, expected in March, will increase the blob target from 3 to 6, doubling the capacity of L2s. We should make the blob target also staker-voted, so that it can increase in respose to technology improvements without waiting for hard forks. L1 is scaling, including EIP-4444 (history expiry), statelessness, client efficiency upgrades, and other features.
2025-02-04 04:34:45πΊ transactions up
π» fees down
$AVAX on a steady rise with...π
π₯ Trump + USA narrative + Retail coin + L1 narrative.
π₯ AVAX is built for FEMA in collaboration with Deloitte back in 2021, allowing anyone to deploy custom blockchains with bespoke rulesets
π₯ Elon US gov launching AVAX based reporting systems
π₯ Franklin Templetonβs $420M money market fund is on
@avax
Other catalysts:
π₯ NFT communities popping
π₯ Wyckoff Accumulation in phase C, testing levels right now
π₯ Most supportive ecosystem, pushing gaming innovation
π₯ Account abstraction tech ongoing π
https://x.com/arndxt_xo/status/1886582458570957218
2025-02-03 23:02:01All you need to know about DeSPIN (Decentralized Spatial Intelligence Network)
This article isn't about being deezy at spin classes (I'm sorry that was lame).
Spatial intelligence refers to insights derived by analyzing visual data acquired from the real world.
Imagine if you could earn from sharing pictures of the roads you run along or the paths you walk in the mall to your favorite boba shop. That's what we are going to explore today.
https://x.com/jinglingcookies/status/1886414385893306505
2025-02-03 22:03:00
BTC again Hit 100k$ππ
2025-02-03 21:41:51The Bitcoin Trading Strategy I Built Last year ended up outperforming in past 3 months.. 79% win rate.
its the rare strategy you would see which track trades based on ratio between Bitcoin daily volume, and market cap.
the strategy managed to spot the Bitcoin Local bottom with perfection in past 18 months.
https://x.com/hmalviya9/status/1886296202196680879
2025-02-03 20:11:42
BTC again pump start π
2025-02-03 18:33:01
Since January, the number of wallets trading on Virtuals Protocol has been steadily decreasing.
Most users trade only a single token, showing low diversification trends.
2025-02-03 17:55:36
Greater than 50% of all monthly Solana DEX transactions are related to pumpdotfun now
2025-02-03 17:30:19
Trump-backed World Liberty Financial courts crypto teams for token swaps
2025-02-03 16:31:50
THE $ETH DUMP to much π
2025-02-03 16:28:01
Wintermute Last 3days Holdings change and those tokens price performance...
2025-02-03 16:00:37
TON Foundation veteran launches $100 million VC fund TVM Ventures
2025-02-03 15:33:22
Crypto Fear & Greed Index Now : 44 (Greed)
2025-02-03 15:00:09
π Trending MEME Coins (Today):
$FARTCOIN 16.84%
$ARC 15.32%
$ACT 7.63%
$ELON4AFD 6.37%
$CHEEMS 2.08%
$WOULD -0.74%
$BITCOIN -1.50%
$SKI -3.83%
$TOSHI -4.33%
$PEPU -6.42%
2025-02-03 14:51:01
According to Coinbase and Glassnode, mobile wallet adoption reached ATH of 36M users in Q4 2024.
2025-02-03 10:26:56
THORChain plans to tackle $200 million debt crisis by issuing TCY equity tokens
2025-02-03 10:22:01
Sui ranked as the fastest L1 blockchain at the end of 2024.
By bypassing consensus for simple transfers, Sui can reduce transaction processing time by up to 500ms, ensuring high scalability.
2025-02-03 10:16:52
BTC United states m2..
2025-02-03 10:16:24
Bitcoin x Global Money Supply. updated..
2025-02-03 07:56:38
For context, when Trump launched the tariff war in 2018, the S&P 500 (-12%), ACWI (-12%), China (-17%), and Bitcoin (-65%) initially dropped from march 2018 to sept 2018's intra-month low.
2025-02-02 16:07:01
According to Flipside, transaction costs on Avalanche dropped by an average of 75% since the December 16 update.
2025-02-02 04:00:42πΊπΈ Spot ETF: π’$318.6M to $BTC and π’$27.8M to $ETH
π Jan 31, 2025
π BTC ETF inflows surged to +$906.7M in two days, more than twice the -$457.6M outflow caused by DeepSeek AIβs Monday shock.
πThe total flow for BTC ETFs this week is +$559.1M, with inflows on 4 out of 5 trading days.
πThe total flow for ETH ETFs this week is -$45.5M, with outflows on 2 out of 5 trading days.
Follow @spotonchain and check out the latest updates about
#Bitcoin and
#Ethereum #ETFs via
https://platform.spotonchain.com/signal-details?id=318503
2025-02-01 15:52:44
Knowing what to track = knowing where to profit.
Hereβs the list of 5 key metrics from a16z that will define 2025 in crypto.
2025-02-01 15:00:08
π Trending MEME Coins (Today):
$AIC 14.39%
$ANDY 9.82%
$CHEEMS 7.97%
$NEIRO 7.51%
$NPC 5.89%
$PENGU 5.68%
$FLOKI 2.29%
$CORGIAI -0.31%
$SHIB -0.85%
$ACT -1.15%
2025-01-29 04:47:55
π Happy Lunar New Year! π
Wishing you prosperity, luck, and profitable trades in the year ahead! π§§π
Big things are coming to SpotOnChainβstay tuned for major upgrades that will take on-chain intelligence to the next level! ππ₯
2025-01-28 06:58:40πΊπΈ Spot ETF: π΄$458M to $BTC and π΄$136.4M to $ETH
π Jan 27, 2025
π Bitcoin ETFs recorded their 5th-largest outflow ever, while Ethereum ETFs saw their 4th-largest outflow ever, driven by the DeepSeek AI shock.
π Notably, Fidelity reported its largest BTC outflow and second-largest ETH outflow since launch.
Follow @spotonchain and check out the latest updates about
#Bitcoin and
#Ethereum #ETFs via
https://platform.spotonchain.com/en/signal-details?id=316089
2025-01-27 12:23:12[ATTENTION] The Ethereum Foundation sold 100 $ETH for 307,893 $DAI again after just 7 days!
So far, 300 $ETH has been sold for $981.2K at an average price of $3,271 in the first 27 days of 2025.
The $ETH price dropped by 7.33% today!
Follow @spotonchain and set alerts for the
#EthereumFoundation's next moves at
https://platform.spotonchain.ai/en/entity/125
2025-01-26 05:20:33πΊπΈ Spot ETF: π’$517.7M to $BTC and π’$9.2M to $ETH
π Jan 24, 2025
π BTC ETFs recorded a total flow of $1.76B this week, with inflows on all 5 trading days
π ETH ETFs recorded a total flow of $139.4M this week, with inflows on 4 of the 5 trading days.
π Bitcoin ETFs attracted big inflows in the 1st week of President Donald Trumpβs 2nd administration, pushing $BTC above $109K, while Ethereum ETFs experienced relatively stagnant flows.
Follow @spotonchain and check out the latest updates about
#Bitcoin and
#Ethereum #ETFs via
https://platform.spotonchain.com/en/signal-details?id=314643
2025-01-24 08:16:35πΊπΈ Spot ETF: π’$188.7M to $BTC and π΄$14.9M to $ETH
π Jan 23, 2025
π The net inflow of ETH ETFs turned negative after 6 consecutive trading days of inflows.
π BTC ETFs continued to see net inflows for the 6th consecutive day, though the volume has been decreasing.
Follow @spotonchain and check out the latest updates about
#Bitcoin and
#Ethereum #ETFs via
https://platform.spotonchain.com/en/signal-details?id=312999