JUST IN: More than $700M worth of $ETH has now been bridged from Ethereum to Robinhood Chain, marking a 150% increase over the past month, according to Token Terminal. A notable jump in ETH activity across the chain. #Macro Insights# #Altcoin Season#
$BTC starts the new week with a rejection from the $80.5K PDH. Our short POI from last week got its first clean tap. If you caught the Asia session short early, GG. With the U.S. bank holiday today, I’m expecting a slower session, so there’s no need to force trades. The short POI triggered, and BTC sold off to take out the $79.2K PDL. That increases the odds of $80.5K holding today. I’m watching two long setups if price reaches the areas and gives a clear trigger: • $78.6K low plenty of SSL here, so a sweep followed by a bullish trigger could offer a long. • $76.7K–$77.4K the range POC to VAL area. A clean test and bullish trigger would have me looking for longs. If BTC reaches $81K, I’ll still watch for shorts after a proper trigger. For now, I’m expecting a slower day and letting price come to the POIs. #BTC Price Analysis# #Macro Insights#
⚡ Interesting: Around 80% of total $BTC supply is effectively untracked / illiquid.Long-term holders now control a record 79% of circulating Bitcoin. Lost coins, Satoshi-era wallets, cold storage, treasuries, and conviction holders have quietly removed most of the supply from the market. The 21 million cap was never the real number. The available float is far smaller and shrinking. This is why small waves of demand can still move price hard. Is this the most bullish structural fact in Bitcoin right now, or is “untracked” just another way of saying dormant coins that could wake up? #BTC Price Analysis# #Macro Insights#
$BTC rejected the range high after sweeping the previous monthly high. The move above $81.5K grabbed a lot of buy-side liquidity and brought in fresh buyers, but it was also the local range high. The stronger-than-expected labor data added to the bearish reaction. A healthy pullback would be expected to clear some of the sell-side liquidity created during the pump. BTC is now back inside the range’s value area and trying to hold the 50% level I highlighted yesterday. For now, I don't see longs as high-probability given the recent price action and market conditions. I'm treating BTC as a range again. Shorts could become interesting around $80.7K after a clear trigger. For longs, I'm watching the range low / VAL around $76K and the liquidity below it. If we revisit that area, I'll wait for confirmation. A quick wick below the range could flush out buyers and potentially set up the next strong move higher. #BTC Price Analysis# #Macro Insights#
⚡ UPDATE: $ARB says Robinhood Chain never actually went down. There were only brief delays in batch posting and a minor slowdown in the feed for some providers. So, no network outage just temporary performance issues. #Macro Insights# #Altcoin Season#
$1,000 per ZEC. 🫡 Congrats to everyone who stayed convicted. When $ZEC was around $500, calling for four figures sounded crazy to many. Now it’s above $1,000, and suddenly everyone wants exposure. That’s how markets usually work. Most traders ignore an asset while the opportunity is still developing, then rush in once the move is already obvious. Staying patient and trusting your thesis can make all the difference. Glad we stayed on the right side of the crowd. #Macro Insights# #Altcoin Season#
🚨 TODAY: Ripple $XRP CEO Brad Garlinghouse says making America the global capital of crypto is now within reach. “Let’s finish the job.” #Altcoin Season# #Ripple
🔥 BIG: $AAVE V4 deposits on $AVAX are continuing to climb, reaching nearly $20 million. The growth has pushed deposits to fresh all-time highs week after week, showing increasing activity and momentum within the ecosystem. #Macro Insights# #Altcoin Season#
🔥 BULLISH SIGNAL: $BTC SOPR has broken above an 11-month downtrend, according to CryptoQuant analyst Crypto Dan. The breakout could be an early sign that market sentiment is shifting and momentum may be turning bullish again. One indicator to keep an eye on as Bitcoin looks for its next move. 📈 #BTC Price Analysis# #Macro Insights#
🇧🇹 Bhutan is making another big Bitcoin move. Bhutan’s government has transferred another 400 BTC worth around $30.6M, according to Lookonchain. A wallet transfer doesn’t automatically mean a sale, but what stands out is how much $BTC has continued moving out of Bhutan’s publicly tracked wallets this year. For a country that built such a significant Bitcoin position through mining, these movements are definitely worth keeping an eye on. #BTC Price Analysis# #Macro Insights#
💎 $DIAM is starting to show that this may be more than just a short-lived move. The token is currently trading around $0.006474 and is still holding a gain of over 28% for the week. 📈 After the recent push, price appears to be taking its time and building a base rather than giving back the entire move. That gradual consolidation is what makes the chart interesting right now. 👀 If volume starts picking up and this range develops into stronger accumulation, $DIAM could have another move worth watching. Still early, but definitely staying on the radar. 🚀📈 #Macro Insights# #Altcoin Season#
📊 UPDATE: $SOL hit a new all-time high in August, processing 5.2 billion non-vote transactions. That’s a massive level of activity for the network. #Solana #Altcoin Season#
⚡️ TODAY: Pump. fun has reportedly sold another 132,935 $SOL , worth around 13.75 million. This brings its total SOL sales to approximately 5.11 million SOL, valued at 834.3 million, with an average selling price of 163.20 per SOL. #Altcoin Season# #Solana
$BTC continues to face strong rejection around the $81,000 level. It looks like retail traders are still struggling to take profits at the right time, while short sellers are becoming increasingly aggressive as momentum slows. With a new week starting tomorrow, the next move could be important. If Bitcoin can regain momentum and break through $81K, the path toward a new all-time high could start opening up. If we could see a new ATH Bitcoin would surpass Gold $XAUt
Around $1.6 billion flowed into BTC and ETH ETFs this week. $BTC : $884M $ETH : $713M Both Bitcoin and Ethereum have now recorded nine consecutive days of ETF inflows, pointing to renewed institutional interest. After months of consistent selling pressure and outflows, capital appears to be gradually finding its way back into the market. #BTC Price Analysis# #Macro Insights#
ENA has been picking up some solid momentum lately, especially as $BTC and the broader crypto market start showing signs of strength. Ethena currently has around $4B in TVL, while also benefiting from institutional backing, including the $1B FalconX credit facility. From a trading perspective, I’m watching how $ENA handles this move. The $0.189 zone is still on my radar, although it could take some time to reach. In the shorter term, $0.17 is the key resistance I’m watching. A small pullback around that level could also give the setup a different look depending on how buyers react. For now, strong volume and continued buying pressure would keep the bullish structure intact. If the market sees a deeper correction, I’d rather reassess the setup than chase the price. ENA is staying on my watchlist, and having it available on Bitget makes it easier for me to follow the price action and manage trades as volatility increases. #BTC Price Analysis# #Macro Insights#
ENA has been showing strong momentum lately, especially with the broader crypto market starting to turn bullish. The protocol maintains around $4B in TVL, alongside institutional backing such as the $1B FalconX credit facility. From a trading perspective, I’m watching how $ENA handles the current momentum. The $0.189 area is still a level I’m keeping in mind, although it may take some time to play out. For the shorter term, $0.17 is the resistance I’m watching, and a brief pullback around that area could change the setup depending on how buyers respond. For now, continued volume and buying pressure would keep the bullish structure interesting. If the market pulls back deeper, I’d rather reassess the setup than chase the move. ENA remains on my watchlist, and with the token available on Bitget, the liquidity makes it easier to monitor price action and manage trades as volatility picks up. #Macro Insights# #Altcoin Season#
🚨 UPDATE: Ripple is proposing that the $XRP Ledger community retire the long-running XChainBridge, also known as the XLS-38 amendment. XLS-38 was originally created to enable native cross-chain bridging between XRPL networks. However, Ripple believes that use case is now better handled by Axelar, which already connects with 50+ blockchains and is supported by more than 75 validators. Ripple also noted that developer demand for XLS-38 has remained limited, and removing it could eliminate over 10,000 lines of code. The proposal is not final, though. If developers present strong use cases for keeping XLS-38, the decision could still change. #XRPLedger #Altcoin Season#
🔥 NOW: Grant Cardone says Cardone Capital is increasing its Bitcoin allocation for its Fort Lauderdale real estate project, raising it from 350 BTC to 900 $BTC . #BTC Price Analysis# #Macro Insights#