OnChain Analytics

$ETH just broke a 6-year downtrend against $BTC. This is massive.

Why it matters: When $ETH gains on $BTC, altcoins historically follow. The entire market structure depends on this flip.

If this momentum holds, we're looking at the setup for an actual altcoin season. Not hopium - just chart structure.

The market desperately needs an alt rally. Everyone's been bleeding against $BTC for years. This could be the catalyst.

Watch the $ETH/$BTC pair closely. If it reclaims key levels, capital rotation into alts becomes inevitable.

Final inflation data just dropped and the Fed's staring at a mess heading into September.

CPI still sticky. Jobs market running hot. Oil ripping higher. Market now pricing 87% odds of a 25bps hike.

$BTC got absolutely wrecked on the volatility spike as rate expectations went parabolic.

Real question: is this already baked in or are we about to get blindsided by how hawkish Powell sounds next week?

Traders positioning defensively. If the Fed comes out more aggressive than expected, we could see another leg down. Watch the reaction closely.

Global SaaS stocks bleeding -20% to -30% purely on AI replacement fear. Not even happening yet. Just vibes.

US going "All in AI" (cloud compute flex). China playing "AI in all" (embedding AI into physical infrastructure). Dr. Arm Tangnirundorn breaks down why China's winning the Physical AI race.

The bottleneck? Rare Earth elements. 90% controlled by China. Even if US reshores manufacturing, they can't escape the supply chain chokehold.

Market's pricing in disruption before it lands. Classic fear trade. But the real alpha is in who controls the raw materials for the next decade of AI hardware.

Zebec just partnered with MoneyGram — this is massive for real-world crypto payments at scale 🌍

$ZBCN now plugged into MoneyGram's global rails. Think instant settlements, lower fees, and actual utility beyond DeFi degen plays.

Watch $ZBCN, $XLM, $USDC — liquidity could flow hard if adoption picks up. MoneyGram moves billions. If even a fraction touches blockchain, narrative shifts fast.

Not financial advice but this is the type of integration that separates noise from signal in 2025.

$ETH devs just locked in Glamsterdam upgrade for Sepolia testnet - Oct 6 target date.

Ethereum Foundation grinding through bugs from private devnet. Priority = stability before any mainnet push.

If testnet doesn't blow up, mainnet drops December 2026.

Long runway but this is how $ETH ships - slow, methodical, zero room for error. Validators and L2s watching closely.

Crypto Patel just dropped a nuclear call on $ETH — biggest breakout setup he's ever seen. Target? $15k if this resistance cracks.

The setup: $ETH is kissing multi-year resistance for the third time. Strong accumulation zone holding underneath. Third touch = breakout territory if history rhymes.

But not everyone's bullish short-term. Some analysts are calling for a correction before the real move. Classic shakeout before moonshot?

Key level to watch. If it breaks, we're talking generational upside. If it rejects again, might see blood first.

CPI just dropped and $BTC went full degen mode—flash crash to $76K, then ripped right back up. Meanwhile $ETH quietly hit an 8-month high while everyone was staring at corn.

All eyes on the Fed now. Rate decision incoming and volatility is just warming up. Position accordingly.

First in my bloodline to get airdropped Apple stock just for holding a meme.

Thank you $IPOD

This is what peak degen looks like—turning shitcoins into actual equity. The future is unhinged and I'm here for it 🍎

Not gonna tell anyone I'm up big trading on @coinbasewallet

But the Lambo in the driveway might give it away 👀

IYKYK

OGs flooding back to $BASE 👀

Something's brewing. When the early movers return, it's usually not for vibes—it's for alpha.

gm

Top 100 movers today:

$VVV +13.0%
$JUP +9.6%
$NEAR +9.6%
$AERO +9.3%
$UNI +9.1%

$VVV leading the pack. $JUP and $NEAR tied for second. DEX plays ($AERO, $UNI) also pumping.

Watch for continuation or profit-taking.

来週のFRB利上げに「80%の確率が織り込まれている」——しかし「20%は据え置きを賭けている」。翻訳は？ ボラティリティが到来。マーケットメーカーがあらゆる方向のストップを狙うには完璧な布陣。

$BTCが$77k+を維持しているのは、マクロの不確実性を考えると実は強気材料。FRBを待っている間、このあたりは強いサポート。

アルトコイン？ まだ死んでる。ローテーションはまだない。みんな$BTCに駐車して、手がかりを待っている。FRBが方向性を確認したら、本当の値動きが来るはず。

来週は高い仕手（マニピュレーション）リスク。取引は軽めに、資本を守って、確認が取れるまで待つこと。

$BTCは8月のCPIが下がった直後に一気に叩き落とされました。市場が大きくビクッと反応。

でもその下げは？即買いの好機。インフレが想定通りに出たことで、価格はすぐに$77kを再び上抜けて急伸しました。

CPIが予想通り＝サプライズなし＝リスクオンのモードが再起動。あのヒゲで投げ売りしたなら、あなたはやられた（掌で転がされた）ってことです。

March CPI just dropped—right on the money.

$CPI: +3.4% YoY (expected 3.4%)
Core $CPI: +2.4% YoY (expected 2.4%)

No surprises = no immediate volatility. Fed's still watching but this keeps the door open for rate cuts later this year.

Markets pricing in stability. Risk-on stays alive for now.

Watch how $BTC and $ETH react in the next 4-6 hours—if we hold above key support, altseason narratives could heat up fast.

Ripple pushing GSmart tech straight into enterprise treasury systems with AI agents baked in.

CZ's take: autonomous agents about to go parabolic, driving real $XRP adoption through blockchain APIs.

Every CFO getting squeezed to adopt AI—this is the infrastructure play they'll need. Treasury automation + crypto rails = inevitable.

Watch the enterprise narrative heat up around $XRP. Not hype, just incentives aligning.

Senate GOP just dropped updated CLARITY Act text. Vote locked for Sept 15.

Key change: Non-decentralized DeFi now MUST register with CFTC. No more gray area.

Brian Armstrong publicly backing a YES vote. Coinbase clearly positioning for regulated DeFi dominance.

This is a watershed moment. If it passes, expect massive consolidation. Unregistered protocols either comply or die. Registered players get institutional liquidity.

Watch $COIN. Watch which protocols scramble to register vs which ones stay anon and fade into irrelevance.

Sept 15 is circled in red.

Super trends flipping bullish = local top signal for $XRP

Data across 3 cycles shows the same pattern: massive rally → bullish flip → deep correction

Currently stalling at critical resistance. Needs to clear 50-week EMA or we're looking at another dump

History doesn't repeat but it rhymes. Watch that EMA level closely

🚨 ブロックストリームが $BTC で 3億2000万ドルをやられてしまった

ハッカーは今、10%の報奨金を要求し、同社を「強欲で傲慢だ」と呼んでいます

@excellion は強烈に反撃—「足跡（ブレッドクラム）を残した。逃げられない」と述べています

これはかなり泥沼化しています。マルチシグの失敗？ 内部犯行？ それとも、暗号資産では誰も安全ではないという別の警告なのでしょうか

続報をお待ちください

$POET getting featured in @coinbasewallet app screenshots 👀

Not just a random listing — this is UI-level visibility. When normies browse Coinbase Wallet, they're seeing POET.

Bullish signal for retail awareness incoming.

Coinbase Wallet quietly became a multi-chain powerhouse and nobody's talking about it

You can now trade:
• $BASE
• $SOL
• Stocks via Robinhood integration
• Perps (if you're into that)

All from one wallet. No app switching. No bridge hell.

More features dropping soon. If you're still using 5 different apps to trade, you're ngmi.

15% fee discount through referral links rn