Alpha updates. 🪓

thoughts on perp dex meta and edgeX https://x.com/Axel_bitblaze69/status/1991499084541358190

Market Watch Nvidia shattered expectations with a massive $57B Q3, triggering a strong risk-on rally across global markets. AI-linked tokens reacted instantly ALCH (+40%) and STRK (+22%) led the surge. Now, Bitcoin must break and close above the critical $93K resistance to maintain upward momentum and confirm a bullish continuation. TOP HEADLINES • The U.S. Treasury has less than 20 days left to submit its Bitcoin reserve plan • INDIA TO LAUNCH RUPEE-PEGGED Stablecoin “ARC” IN Q1 2026 Altcoin Update • Ondo secured FMA approval to offer tokenized US stocks and ETFs across 30 European countries. • Two Bullish catalyst for Eth: - BlackRock files iShares Staked Ethereum Trust - Fusaka upgrade drops Dec 3

Has market really topped ? shared a quick analysis. must read! https://x.com/Axel_bitblaze69/status/1991177967905714629

Accumulation at historic levels. Whales just scooped 375K BTC in just 30 days. Wallets that never sell are loading up while the market is stuck in fear.

Market Watch Crypto market sentiment has stayed in “extreme fear” for 7 straight days, with the index remaining below 20 for an entire week. Meanwhile, whales are aggressively buying the dip, while short-term holders continue panic selling. Historically, Bitcoin tends to rebound when traders’ realized-loss margin drops below -12%. Right now, it’s at -16%. TOP HEADLINES • Mt. Gox transferred 10,423 $BTC ($936M) to Fresh Wallet • New Hampshire Launches First Bitcoin-Backed Municipal Bond Altcoin Update • Ethereum unveils Ethereum Interop Layer, EIL

With U.S. jobless claims data rise to 232,000 higher than expected, the probability of a Fed rate cut has climbed back above 50%. Next is inflation data, if it stays under control or moves further down toward the 2-2.5% range, the chances of a rate cut could increase significantly potentially reaching 70-80% or even higher.

what if ? 👀 https://x.com/axel_bitblaze69/status/1990706273499984262

Shared some thoughts on edgeX.. A perp dex that im farming actively.. https://x.com/axel_bitblaze69/status/1990476599805030542

Nearly 150,000 BTC has been flushed out at a loss under $100K, pure panic selling. But remember: weak hands leaving the market is how strong bottoms are built

Bitcoin ETFs have recorded $869.9M in outflows, the second-largest on record. The biggest single-day outflow was on February 25, 2025. The market's biggest uncertainty right now is lack of information For the past two weeks, major U.S. economic data releases have been delayed, creating a highly unusual information vacuum. And interestingly, this isn’t the first time something like this has happened under a Trump administration. Both of the two largest government shutdowns in U.S. history happened during Trump’s terms. Is it just a coincidence… or does the chaos of a shutdown conveniently create conditions to manipulate market? The 42-day shutdown in Oct 2025 looks very similar to the 35-day shutdown in 2018. Back in 2018, data delays triggered major uncertainty and heavy outflows from equity ETFs. During the 2018 shutdown peak (Dec 2018–Jan 2019): U.S. equity mutual funds & ETFs saw -$35.1B net outflows in Jan 2019. December 2018 alone recorded -$24.7B, nearly 11× larger than this months -2.4B Bitcoin ETF outflows (ofcourse because equities are much larger market). In 2018, crypto wasn’t a regulated asset class yet, so the shutdown impact on crypto was limited. But once data clarity returned, markets adjusted and we eventually saw a strong recovery. Now, with CPI and employment numbers still pending, the next data releases will likely decide the market’s next major move.

On the weekly, BTC is sitting on two key supports, the trendline and the 50 EMA. Historically, BTC has broken the 50 EMA only twice, and both times it wicked below, tapped the trendline, and closed back above the 50 EMA. This time the trendline is gone, but we still have 2 days left for the weekly close. If BTC reclaims the 50 EMA by weekly close, it sets up the same bullish reversal structure we’ve seen before.