CryptoResearch Daily

$4.7B net inflows into $BASE since Jan 1st.

That's not noise. That's capital rotation happening in real-time.

Base is eating. L2 summer might actually be an L2 year.

Coinbase ($50B company) just pushed Congress to kill all taxes on $BTC payments.

Their pitch? "You shouldn't need an accountant to buy jeans with Bitcoin."

This is the fight. Let $BTC function as actual money, not a taxable event every time you spend it.

If this goes through, it changes everything for adoption. No more tracking every coffee purchase for capital gains.

Time to let Bitcoin be what it was meant to be. ✊

🚨 DeFi liquidity isn't leaving—it's rotating into new protocols.

TVL sitting at $95.73B. Stablecoins up 0.59% but $USDC supply dropped $1.26B. Meanwhile:

• Morpho absorbed +$253M
• Base chain +$109M
• Falcon Finance up 37% in 7 days

Capital is staying on-chain. Just shifting.

The real story? Circle is losing ground while Tether keeps eating. If $USDC can't hold dominance during a bull cycle, that's a red flag for their moat.

Watch where the liquidity flows. That's where the next wave starts.

NYT just went full attack mode on Trump's crypto moves

They're claiming he pocketed $635M from his memecoin while investors ate $3.8B in losses

Now they're hunting down every bag holder who got rekt to build their case

Timing? Conveniently right before 2026 midterms

This isn't just about one memecoin - they're framing his entire crypto/Bitcoin stance as a grift

The establishment media vs crypto narrative is heating up fast

Watch how this plays into broader regulatory pressure and public sentiment on digital assets

If you're long crypto, you're about to see what happens when legacy institutions weaponize retail pain against political support for the industry

Raoul Pal's allocation is dead simple: $BTC + Nasdaq. That's it.

Want more upside? Swap in L1s. But stop chasing 1000x shitcoins.

99% of degens won't outperform just holding these two. Most people overcomplicate it trying to find the next $100K → $100M gem and end up getting rekt.

Sometimes the alpha is just not being stupid.

RWA sector just added $15B in active AUM over 9 months.

That's not noise. That's institutional capital rotating on-chain at scale.

The tokenization thesis is playing out in real-time. TradFi is coming whether maxis like it or not.

Watch which protocols are capturing this flow. That's where the next leg up starts.

$BTC liquidation map is screaming right now 👀

Massive short liquidation wall sitting at $90k. If we touch that level, it's a cascade of forced buybacks from over-leveraged shorts.

Zoom in: smaller clusters stacked around $83k and $75k.

Either direction gets hit, we're looking at acceleration. Longs or shorts, someone's getting rekt hard. Price is coiled.

Rusiya düz CBDC distopiyasına keçdi

Onların Maliyyə Nazirliyi artıq dövlət işçilərinə dövlət tərəfindən verilən rəqəmsal valyutada maaş ödəyir. Hər bir əməliyyat dövlətin uçotunda yerləşir. Onlar bunu bloklaya, dondura və proqramlaşdıra bilərlər.

Bu, artıq hansısa gələcək xəbərdarlıq deyil—indi baş verir.

Bu arada $BTC 21M təchizatı ilə oturur: heç kim açarlarını dondura bilməz, heç bir hökumət uçotu qəhvən üçün etdiyin alış-verişi izləyə bilməz.

“Hard money” ilə nəzarət pulunun arasındakı fərq sürətlə böyüyür. CBDC-lər yenilik kimi geyindirilmiş nəzarət mexanizminin ən son nümunəsidir.

Sats-ları yığ, elə 🚀

📊 $BTC has closed October green 77% of the time historically.

October typically prints. We're talking about a pattern that's held through multiple cycles.

The real question: are we setting up for another Q4 face-ripper or is this the year macro breaks the trend?

Watch liquidity conditions and ETF flows. October sets the tone for year-end positioning.

Elon just announced SpaceXAI → SpaceXSI rebrand after Trump's executive order forcing federal agencies to drop "artificial intelligence" for "Super Intelligence"

This is pure branding warfare. Trump admin trying to own the narrative on AI terminology at the federal level.

Musk moving fast to align with the new regime's language. Political positioning or actual shift? Either way, watch how this ripples through tech policy and crypto AI narratives.

If feds start pushing "SI" over "AI" in grants, contracts, regulations... that's a memetic shift that could impact $TAO $FET $RNDR and the entire AI agent meta.

Not just semantics. Language = power in regulatory capture.

Russia just paid its Finance Ministry staff in digital rubles 🇷🇺

CBDC adoption moving from pilot to actual payroll one month after nationwide rollout

This is how governments normalize digital currency infrastructure - start with your own employees, normalize the rails, then push it wider

Whether you're bullish or bearish on CBDCs, this is a real-world stress test of state-controlled programmable money at scale

800 $BTC just moved — $68M worth.

Held from $100 to $85,000.

That's an 850x.

Legendary diamond hands. Some OG just cashed out or repositioned after holding through multiple cycles.

This is what conviction looks like.

Saylor just posted 'More orange than ever' 👀

You know what that means. MicroStrategy is probably loading up on $BTC again.

Every time this man goes full orange mode, another billion gets deployed into corn. The pattern is clear.

Watch the 8-K filings this week.

By 2030, humans might be completely priced out of market alpha.

Raoul Pal dropped a hard truth: AI already dominates anything under 1-3 month timeframes. High-frequency trading bots have been smoking retail and even most pros for years.

Right now, humans still have an edge on longer, more complex macro plays. But Raoul doesn't think that edge lasts much longer.

The implication? If you're not adapting your strategy or leveraging AI tools yourself, you're fighting yesterday's war. The game is changing fast, and the window to stay relevant is closing.

Are you positioning for an AI-dominated market, or still trading like it's 2015?

Two Bitcoin OGs just woke up after 13 years of silence.

They bought 1,346 $BTC back in 2012 for $240K (~$178/coin). That bag is now worth $115M. 479x return.

Just moved 0.0005 $BTC ($43) as a test transaction. Classic whale behavior before a big move.

When dormant wallets from the single-digit era start testing transactions, you pay attention. These hands held through:
- Mt. Gox collapse
- 2013 crash
- 2017 ATH
- 2018 bear
- 2020 COVID dump
- 2021 peak
- 2022 FTX

Now they're moving. Distribution incoming or just checking if the keys still work? Either way, $115M in OG $BTC is about to do something.

Saylor's back at it. Strategy about to hit par and the buy button's warming up again.

$BTC buying machine firing up. You already know what comes next.

MSTR premium compression = more ammo for corn purchases. This playbook never gets old.

Watch the flows. 🚀

Vivek's Strive just announced another $BTC buy 🚀

They're moving faster than anyone right now. We're watching the new Saylor playbook in real-time.

$2B AUM and stacking harder than most. Corporate treasury game is heating up.

El Salvador sadəcə İMF-i yedə verdi 🎯

$BTC hədəflərini qaçırsalar da, yenə də İMF güzəşt verdikdən sonra $138M əldə etdilər

Müasir dövlətlərin köhnə institutlarla 4D şaxmat oynamaqda bullish yanaşma

Bu, presedent yaradır — siz həm sats toplaya, həm də İMF maliyyəsi ala bilərsiniz. Oyun nəzəriyyəsi dəyişir

NYT just dropped a wild deep-dive on @cz_binance post-prison life in Abu Dhabi. Reporters followed him around and caught details nobody knew. The contrast is insane:

Richest Uber driver on Earth
Billionaire CZ picks up reporters in a basic white Nissan SUV, iPhone stuck to windshield as GPS. Gets in and jokes: "Welcome to my Lambo."

Works lying down with a leaking ceiling
Chronic back pain means he works flat on his back, laptop on a stand above him. His $5M villa has a dusty Steinway grand piano he can't play and a water stain on the ceiling he never bothered fixing.

26 minutes from prison gate to wheels up
Before entering Lompoc, he hired an ex-con consultant to learn prison social rules. Best friend inside? Vietnamese ex-engineer who robbed 11 banks with zero planning, just walked in and asked for cash. Day of release: 26 minutes from walking out to private jet takeoff.

Gifts from presidents
Kyrgyzstan's president tried gifting him a full-size nomadic tent while skiing. CZ declined, got a rare Central Asian Taigan hunting dog instead. At a private Abu Dhabi summit, UAE's Sheikh Mohammed bent down next to CZ's seat asking if he needed anything, if government could help more.

Missiles? Back to bed
When Iranian missiles flew toward UAE, his windows rattled. He walked to balcony, watched interception smoke, went back to bed to keep working. His logic: "More people die in car crashes than missile strikes. It's very safe here."

The through-line: CZ treats everything like debugging code. Prison, geopolitics, royal alliances - just another system to navigate. Zero emotion, pure execution.

Long-term $BTC holders still sitting comfy in profit according to Glassnode data.

Means the OGs haven't capitulated. Diamond hands holding through the noise.

When LTHs start dumping en masse, that's usually your local top signal. Right now? They're not flinching.

Bullish structure intact as long as this cohort stays green.