molfar_Uk
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By the way, if you look at the metrics, the market is currently actively shorting $BTC BTC (funding is negative), OI is increasing, which means the chance of a short squeeze is also increasing for taking out the most brazen high leverage.
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Наразі видно багато продажів від китів та фондів, у тому числі від BlackRock. Але частина китів, навпаки, відкуповує цю протоку.
Наприклад, сьогодні кілька китів затарилися $BTC BTC та ETH'ом на ~$220 млн:
⚪️Кіт «bc1qws» на новостворений гаманець вивів 2650 BTC ($179,6 млн) з Binance.
⚪️Другий кит «0x4e6b» – сьогодні вивів 20 000 $ETH ($41,26 млн) з Binance.
Наприклад, сьогодні кілька китів затарилися $BTC BTC та ETH'ом на ~$220 млн:
⚪️Кіт «bc1qws» на новостворений гаманець вивів 2650 BTC ($179,6 млн) з Binance.
⚪️Другий кит «0x4e6b» – сьогодні вивів 20 000 $ETH ($41,26 млн) з Binance.
💲 For the first time in U.S. history, the signature of the current President Trump will appear on the dollar bills - the first $100 bills with his signature will be printed in June 2026 for the 250th anniversary of independence.$TRUMP $ETH $BTC
The signature of the treasurer will disappear for the first time since 1861, breaking a 165-year tradition where only the Secretary of the Treasury and treasurers signed the money.
The administration also considered issuing a gold commemorative coin and a $1 coin featuring Trump’s portrait; however, U.S. laws allow only images of deceased individuals on coins, while the signature of the current president is not prohibited.
"There is no more powerful way to recognize the historical achievements of our great country and President Donald Trump than U.S. dollars with his name," said U.S. Treasury Secretary Bessent.
🐒 🐒 🐒
The signature of the treasurer will disappear for the first time since 1861, breaking a 165-year tradition where only the Secretary of the Treasury and treasurers signed the money.
The administration also considered issuing a gold commemorative coin and a $1 coin featuring Trump’s portrait; however, U.S. laws allow only images of deceased individuals on coins, while the signature of the current president is not prohibited.
"There is no more powerful way to recognize the historical achievements of our great country and President Donald Trump than U.S. dollars with his name," said U.S. Treasury Secretary Bessent.
🐒 🐒 🐒
Is the market front-running the escalation in the Middle East?
$BTC below 67k, $ETH < $2000, and in fact, all that fake positivity from Trump about the 'peace deal' with Iran on Monday has already played out, when there was a strong bounce from 67k to 71k.
It's already bad for everyone, as the market simply does not believe Trump's statements, which have turned into some kind of nonsense: one minute he says one thing, and five minutes later he says the opposite.
Therefore, the markets, through the statements, begin to front-run a possible ground operation, and thus, an even greater escalation of the conflict, which is indicated by a number of moments and insights.
So, as we wrote earlier, we can only react based on the facts and cut risks as much as possible.
But local setups haven’t gone anywhere — it's just that few people will write about them publicly, so as not to kill the topic. Here are also under-radar NFT mints, inscriptions (recently in Alfa they actually profited from this), local meme flips — the same WAGMI yesterday, and much more. That is, there is work to be done!
And for those who are used to trading extremes and looking for setups on them - SIREN is still relevant, and it’s also worth keeping an eye on.
$BTC below 67k, $ETH < $2000, and in fact, all that fake positivity from Trump about the 'peace deal' with Iran on Monday has already played out, when there was a strong bounce from 67k to 71k.
It's already bad for everyone, as the market simply does not believe Trump's statements, which have turned into some kind of nonsense: one minute he says one thing, and five minutes later he says the opposite.
Therefore, the markets, through the statements, begin to front-run a possible ground operation, and thus, an even greater escalation of the conflict, which is indicated by a number of moments and insights.
So, as we wrote earlier, we can only react based on the facts and cut risks as much as possible.
But local setups haven’t gone anywhere — it's just that few people will write about them publicly, so as not to kill the topic. Here are also under-radar NFT mints, inscriptions (recently in Alfa they actually profited from this), local meme flips — the same WAGMI yesterday, and much more. That is, there is work to be done!
And for those who are used to trading extremes and looking for setups on them - SIREN is still relevant, and it’s also worth keeping an eye on.
March has, in some sense, become bullish for the AI sector, which is currently pulling alt caps upward.
If we exclude small-cap tokens, the best performance in the sector since the beginning of March is shown by:
• $TAO +150%
• QUBIC +140%
• $FET +90%
• $RENDER +48%
If we exclude small-cap tokens, the best performance in the sector since the beginning of March is shown by:
• $TAO +150%
• QUBIC +140%
• $FET +90%
• $RENDER +48%
Stablecoins — a quiet killer of the banking system
Yesterday we talked about regulations. Today I want to discuss why this topic is important.
Currently, there are $306 billion worth of stablecoins in circulation, with $100 billion added just in the last year while Bitcoin was falling. For the first time, their growth has completely decoupled from the market, as demand now comes not only from speculators but also from real users.
A transfer via SWIFT costs 2.5-6%. Through stablecoins — fractions of a percent. More and more retailers and institutions understand this advantage.
Plasma, Stable has shown that in today's stable narrative market, it's not enough for success. A real PRODUCT is needed, so the one who solves user problems and makes it mainstream will win.
And regulations are normal because it's a sign that institutions take stablecoins seriously. 👍
$USDC
Yesterday we talked about regulations. Today I want to discuss why this topic is important.
Currently, there are $306 billion worth of stablecoins in circulation, with $100 billion added just in the last year while Bitcoin was falling. For the first time, their growth has completely decoupled from the market, as demand now comes not only from speculators but also from real users.
A transfer via SWIFT costs 2.5-6%. Through stablecoins — fractions of a percent. More and more retailers and institutions understand this advantage.
Plasma, Stable has shown that in today's stable narrative market, it's not enough for success. A real PRODUCT is needed, so the one who solves user problems and makes it mainstream will win.
And regulations are normal because it's a sign that institutions take stablecoins seriously. 👍
$USDC
$GOOGL Google has introduced the TurboQuant algorithm, which reduces the memory consumption of neural networks by six times and speeds up their operation by eight times.ㅤ
As a result, models require significantly less memory and computational resources.
As a result, models require significantly less memory and computational resources.
See translation
😨 15x за 5 днів на фонді та чому ми можемо побачити хайп навколо майбутніх IPO?
Є фонд під тикером VCX від Fundrise, акції якого зросли на +1500% за 5 днів на NYSE.
VCX вже називають mini-IPO, тому що фонд насправді дає непрямий доступ до приватних компаній, які самі не виходили на біржу.
Це фонд, у якому перебувають:
⚪️Anthropic - 21%
⚪️OpenAI - 10%
⚪️SpaceX - 5%
⚪️Databricks - 18%
⚪️Anduril - 7%
При цьому реальна вартість (NAV) - $19 за акцію, а поточна ціна - $312. Тобто ринок оцінив фонд у $5,4 млрд замість $650 млн. Інвестори платять х8 премію просто за доступ до цих компаній.
Чому так? Тому що найбільш хайпові компанії зараз не хочуть виходити на біржу. А попит на них настільки високий, що люди готові платити майже будь-яку ціну, аби отримати доступ до них.
І ця гонка чудово показує, який хайп може бути навколо майбутніх IPO.
Є фонд під тикером VCX від Fundrise, акції якого зросли на +1500% за 5 днів на NYSE.
VCX вже називають mini-IPO, тому що фонд насправді дає непрямий доступ до приватних компаній, які самі не виходили на біржу.
Це фонд, у якому перебувають:
⚪️Anthropic - 21%
⚪️OpenAI - 10%
⚪️SpaceX - 5%
⚪️Databricks - 18%
⚪️Anduril - 7%
При цьому реальна вартість (NAV) - $19 за акцію, а поточна ціна - $312. Тобто ринок оцінив фонд у $5,4 млрд замість $650 млн. Інвестори платять х8 премію просто за доступ до цих компаній.
Чому так? Тому що найбільш хайпові компанії зараз не хочуть виходити на біржу. А попит на них настільки високий, що люди готові платити майже будь-яку ціну, аби отримати доступ до них.
І ця гонка чудово показує, який хайп може бути навколо майбутніх IPO.
Iran is one of the largest mining hubs in the world, accounting for up to 8% of the global BTC hash rate, according to analysts.
At the same time, about 70% of mining, according to their data, is carried out by the military or related structures.$BTC
At the same time, about 70% of mining, according to their data, is carried out by the military or related structures.$BTC
The probability of SpaceX's IPO in the next quarter is 69%, according to Polymarket.ㅤ$DOGE $TRX
SEC wants to ban yield on stablecoins?!
Yesterday, a journalist leaked details of a new legislative draft regarding stablecoins in the USA on Twitter, and the crypto community exploded with theories and rumors.
The essence of the draft is to prohibit platforms from offering yield for simply holding stablecoins. However, bonuses for activity are allowed: loyalty, subscriptions, promotions — anything that doesn't resemble a bank deposit.
Some say this is a retreat from previous agreements and the wording is too vague — future regulators will be able to interpret it however they want. Others believe it's the best of the possible options.
What to do about it?
Nothing. It's still a draft; banks are just starting to review it, and there is no final decision yet. It's too early to draw conclusions.
I don't think that yield as such will be completely banned. In any case, everything is moving toward the official acceptance of crypto, and it cannot happen smoothly.
For now, we watch 👍$USDC $BTC $ETH
Yesterday, a journalist leaked details of a new legislative draft regarding stablecoins in the USA on Twitter, and the crypto community exploded with theories and rumors.
The essence of the draft is to prohibit platforms from offering yield for simply holding stablecoins. However, bonuses for activity are allowed: loyalty, subscriptions, promotions — anything that doesn't resemble a bank deposit.
Some say this is a retreat from previous agreements and the wording is too vague — future regulators will be able to interpret it however they want. Others believe it's the best of the possible options.
What to do about it?
Nothing. It's still a draft; banks are just starting to review it, and there is no final decision yet. It's too early to draw conclusions.
I don't think that yield as such will be completely banned. In any case, everything is moving toward the official acceptance of crypto, and it cannot happen smoothly.
For now, we watch 👍$USDC $BTC $ETH
Unknown individuals could have earned up to $0.5 billion on Trump's statements about Iran.
Fifteen minutes before Donald Trump's publication about "successful negotiations" with Iran, unknown traders opened large positions:
▪️long on $1.5 billion for S&P 500
▪Short on oil amounting to $580 million.
The deals went through without delays and slippage - in volumes exceeding the usual flow by 4-6 times.
The White House stated that it does not allow the use of insider information and called such assumptions "groundless".$BTC $ETH $BNB
Fifteen minutes before Donald Trump's publication about "successful negotiations" with Iran, unknown traders opened large positions:
▪️long on $1.5 billion for S&P 500
▪Short on oil amounting to $580 million.
The deals went through without delays and slippage - in volumes exceeding the usual flow by 4-6 times.
The White House stated that it does not allow the use of insider information and called such assumptions "groundless".$BTC $ETH $BNB
It seemed, what does DeFi have to do with it?
There is an interesting pattern: When the yield in DeFi is low — it's time to buy. When the yield is high — it's time to sell.
Why?
Most of the yield in DeFi is either token issuance or interest from loans when users take leverage to buy those same tokens. When the market falls — teams reduce issuance, funding dries up, and yield falls along with everything else.
Now you have a choice:
You can deposit stablecoins at 5% APR or bet that $BNB /$ETH /$BTC will be higher by 5% in a year. In my opinion, the second option looks more interesting. ❤️
There is an interesting pattern: When the yield in DeFi is low — it's time to buy. When the yield is high — it's time to sell.
Why?
Most of the yield in DeFi is either token issuance or interest from loans when users take leverage to buy those same tokens. When the market falls — teams reduce issuance, funding dries up, and yield falls along with everything else.
Now you have a choice:
You can deposit stablecoins at 5% APR or bet that $BNB /$ETH /$BTC will be higher by 5% in a year. In my opinion, the second option looks more interesting. ❤️
Bitcoin has risen by 34% against gold since the start of the war between the USA and Iran 23 days ago.ㅤ
Bitcoin is taking on the role of a 'safe haven'.$BTC
Bitcoin is taking on the role of a 'safe haven'.$BTC
We do not notice what time we live in
Sitting at home, in pajamas, with a laptop, you can communicate with anyone in the world, read the news, place bets on them, and become rich.
Yes, it is a difficult time worldwide, in the country. But it's worth zooming out. Crypto, AI, the internet are breaking the rules every day. Previously, to gain access to capital, connections, an office, and years were needed. Today, a laptop and the desire to understand are enough.
In your hands are the tools that provide access to global markets, the digital economy, and the automation of anything — 24/7, without intermediaries.$BTC $ETH $BNB
Sitting at home, in pajamas, with a laptop, you can communicate with anyone in the world, read the news, place bets on them, and become rich.
Yes, it is a difficult time worldwide, in the country. But it's worth zooming out. Crypto, AI, the internet are breaking the rules every day. Previously, to gain access to capital, connections, an office, and years were needed. Today, a laptop and the desire to understand are enough.
In your hands are the tools that provide access to global markets, the digital economy, and the automation of anything — 24/7, without intermediaries.$BTC $ETH $BNB
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