SantimentFeed

📺 Our weekly market update deep dives the sideways action, indicating a sense of complacency and boredom from crypto traders. But the good news is whales aren't asleep while retailers are. 👇
https://www.youtube.com/watch?v=kROQ004ZeIQ

🐳 The cryptocurrencies seeing the highest rise in whale activity this week are:

🪙 @pancakeswap $CAKE
🪙 @circle $USDC (On Arbitrum)
🪙 @hexcrypto $HEX
🪙 @mantle_official $MNT
🪙 @daomaker $DAI (On Binance Chain)
🪙 @wrappedether $WETH
🪙 @whitebit $WBT
🪙 @circle $USDC (On Optimism)
🪙 @daomaker $DAI (On Avalanche)
🪙 @bitfinex $LEO

👋 Thanks to the many DeFi and staking options, Ethereum's holders have now brought the available supply on exchanges down to 8.97M, the lowest amount in nearly 10 years (November, 2015). There is 16.4% less $ETH on exchanges compared to just 7 weeks ago. 😮

🧑‍💻 Here are crypto's top 10 DeFi projects by development. Directional indicators represent each project's ranking positioning since last month:

➡️ 1) @chainlink $LINK 🥇
📈 2) @defichain $DFI 🥈
📉 3) @deepbookonsui $DEEP 🥉
➡️ 4) @synthetix_io $SNX
➡️ 5) @coinbase $CBBTC
📈 6) @lidofinance $LDO
📉 7) @liquityprotocol $LQTY
📉 8) @liquityprotocol $LUSD
➡️ 9) @injective $INJ
➡️ 10) @uniswap $UNI

Read about @santimentfeed's methodology for covering development activity for over 3,800 projects:

🏦 The latest FOMC meeting's decision to leave interest rates alone has been a positive for crypto markets thus far. Our latest insight looks at the past year of the Fed and Jerome Powell's interest rate tinkering, and how it has impacted crypto. 👇
https://insights.santiment.net/read/how-much-do-us-interest-rates-really-matter-8543?utm_source=twitter&utm_medium=post&utm_campaign=twitter_how_much_interest_rates_matter_b_031925/&fpr=twitter

🇺🇸🏦 The highly anticipated FOMC meeting has concluded with Jerome Powell announcing unchanged interest rates for the time being. However, there were a few key (mostly encouraging) takeaways that have led to crypto and equities reacting positively after the news was announced:

📌There are still two rate cuts expected to occur later on this year, with expectations of continued higher inflation and lower economic growth.
📌The U.S. economy growth is now expected to be +1.7%, as opposed to the projection of +2.1% which was made in December.
📌Jerome Powell stated that the low growth projection, combined with high expected continued inflation, are balancing each other out.
📌Powell says that the US tariffs could delay the goal of decreasing inflation.
📌In the Fed's eyes, there is a slightly higher estimated likelihood of a recession under these current economic circumstances.

Look for cryptocurrency markets to closely mirror the S&P 500 throughout the indefinite future, though individual altcoins can continue to see increased unpredictability and volatility.

📈 XRP has decoupled from the altcoin pack, surging another +14% and breaching the $2.50 resistance for the first time in 12 days. Wallets with at least 1M $XRP now hold 46.4B coins, as they have accumulated 6.5% more in just the past 2 months alone. Address activity has also exploded in the month of March, seeing approximately 6x more unique wallets interacting on the network in March compared to earlier months.

🥳 Specific altcoins like Cardano are seeing high positive sentiment on social media. Aided by the fact that the SEC classified $ADA's use case as "smart contracts for government services", the altcoin's community has pushed up bullishness to its highest rate in over 4 months.

🥇 Gold has seen an increasing level of interest among traders, with its price surging above $3,000 (and rising) for the first time. Crypto's decline in the past couple of months has switched traders' focuses to other sectors, representing an ongoing level of FUD.

🧑‍💻 Keep an eye on which cryptocurrency ecosystems and assets are seeing the most development. Blockchains and projects that continue to work and improve efficiencies, even when prices are volatile or down, are usually the ones that come out on top over the long run. Read our insight below. 👇

🐶📈 Dogecoin, like most meme coins, have been hammered during the 2-month crypto-wide retrace. However, we recommend keeping an eye on the rising level of wallets holding at least 1M $DOGE, which has recovered during the price dump. Active addresses are also at 4-month highs.

🧑‍💻 Here are crypto's top Solana ecosystem projects by development. Directional indicators represent each project's ranking rise or fall since last month:

➡️ 1) @solana $SOL 🥇
📈2) @wormholefdn $W 🥈
📉3) @pythnetwork $PYTH 🥉
📈4) @helium $IOT
📈5) @helium_mobile $MOBILE
➡️6) @driftprotocol $DRIFT
📉7) @neonlabsorg $NEON
📉8) @metaplex $MPLX
📈9) @jito_sol $JTO
📉10) @swarms_corp $SWARMS

Read about @santimentfeed's methodology for covering development activity for each project, objectively, using enhanced github event data:

🗣️ Two subjects seeing major rises in social interest to begin the week are:

🐳 Whales: A whale with a 40x leverage short was discovered by the crypto community, with $86,000 as the target price for the community to liquidate the address position. This has created a communal goal for traders to help contribute to a $BTC rise. Traders have seen volatility and retraces shake their own confidence throughout a rocky 2025 thus far, making this an enjoyable dual-purpose mission to help crypto's top asset rebound.

🏦 Strategic Bitcoin Reserves: Trump and the US continue to move forward with their plans of a Bitcoin reserve. Meanwhile South Korea recently proposed one that appears as though it may be rejected. North Korea also appears to be moving forward with their own reserve.

👀 Track how topics are impacting markets completely FREE on this @santimentfeed dashboard:

📺 Our latest video with @ThinkingCrypto1 takes a look at some of the rebounds in crypto, and whether they have some staying power this time around. We also deep dive on metrics for Bitcoin, Ethereum, XRP, and Solana. 👇
https://www.youtube.com/watch?v=OC-XPNuBP6Y

🗣️ Bitcoin's rally back to $84.5K Friday shows what happens when the Monday crowd claims it's time to sell. Predictably, FUD hit its peak as $BTC was down to $78K, with predictions pouring in for lower prices all across social media. This same phenomenon happened at the end of February, when retail traders were convinced we were going even lower... only to watch prices temporarily soar at the beginning of March.

🗓️ Over the past month, we have not seen Bitcoin's market value fall below $70K OR rise above $100K. That means looking at the crowd's social predictions of <$70K is a great gauge for FUD, and >$100K is a great gauge for FOMO. Historically, markets move the opposite direction of the crowd's expectations.

🟦 This is why clusters of blue bars (representing $10K-$69K $BTC predictions) so reliably foreshadow a reversal (or buy signal), especially while markets are moving down and the crowd is getting fearful.

🟥 This is also why clusters of red bars (representing $100K-$159K $BTC predictions) so reliably foreshadow a reversal (or sell signal), especially while markets are moving up and the crowd is getting greedy.

💸 If you're looking for ways to add some predictability to these rollercoaster prices, consider counter-trading against the 'crowd think'. This updating chart is available on @santimentfeed here, and we look forward to hearing about what you find. 👇

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📺 Our latest This Week in Crypto looks at how global economic tensions, particularly trade conflicts, are influencing market sentiment and discuss the possibility of whether Bitcoin can recover to $100K, or we're in for a prolonged bear market.

While some indicators suggest a market bottom, such as stablecoin yields hitting historic lows and a spike in liquidations, the increasing supply of Bitcoin on exchanges signals a bearish outlook.

Sentiment metrics warn that the crowd’s optimism may be premature, especially as many expect a recovery similar to previous cycles. We also challenge the widely accepted four-year cycle theory, arguing that external macroeconomic events may have played a more significant role in past bull markets than the Bitcoin halving.

Read our full market breakdown from our This Week in Crypto show here. 👇

Has the Crowd's Doom & Gloom Been Overstated? (TWIC March 14th)

📺 Join us for a BIG This Week in Crypto livestream show as we discuss the encouraging market recovery we're seeing. Has crypto turned the corner we need for this mini surge to turn into a major one? https://youtube.com/live/e6bE9NLpeMI

📊 While crypto remains suppressed, altcoins are showing emerging spikes in on-chain and social activity. Our latest article takes a look at what our model has identified as sudden surgers in categories like whale transactions, network growth, & more. https://insights.santiment.net/read/watch-these-activity-spikes-while-markets-are-down-8530?utm_source=twitter&utm_medium=post&utm_campaign=twitter_activity_spikes_while_markets_down_insight_b_031325/&fpr=twitter

🥲 The crypto community's sentiment toward Ethereum continues to drop more and more over time. The #2 market cap's value sits at $1,865 at the time of this writing, and the more FUD that continues to show, the better the argument gets for an eventual unexpected $ETH breakout.