Alpha updates. 🪓

Good Morning bulls ☀️ https://x.com/axel_bitblaze69/status/1987739971198075272

$29B in inflow.. this is something that can’t be skipped.. eyes on the Arbitrum ecosystem 👀

No one really made money this past 1 year, except the exchanges. After privacy coins, Exchange Tokens have given the highest returns. Beyond that, only Bitcoin and Ethereum are in the green, rest every other category is deep in the red.

Trump New Tariffs on Hold President Trump has confirmed that no new tariffs will be announced until the Supreme Court ruling on his existing tariff authority, to avoid interfering with the ongoing legal case. The case is being fast-tracked given its major economic implications, but a final decision is expected only by early 2026. If the Supreme Court rules against Trump’s current tariff powers (which has about a 70% probability), markets could witness a strong relief rally due to reduced trade uncertainty. My take: At least for the next 3-4 months, the proceedings will continue meaning no new tariffs, more market certainty, and greater stability in the short term, the best timeline for Bulls & Whales to pump the market.

Market's so confusing even smart money turned dumb Whale that went 25x long on $ETH after the 10/11 crash switched directions to short yesterday and get liquidated. Now he switched directions again to go long, holding a long position of 12,938 ETH (~ $44 million), currently in an unrealized loss.

At this rate, $HYPE will buy back all its supply in just 1.33 years. 🔥

🇺🇸 U.S. GOVERNMENT SHUTDOWN COULD UNLEASH $1 TRILLION LIQUIDITY WAVE It’s been 36 days since the U.S. government shutdown began on October 1st, making it the longest in U.S. history. Once the shutdown ends, the government is expected to tap into its Treasury General Account (TGA) which holds around $1 trillion in cash reserves. ( the second-highest level since the Covid era.) This money will be used to clear pending bills, injecting $1 trillion of fresh liquidity into the markets. 📈

Wintermute's article points out that global liquidity is expanding - Central banks are cutting rates into relative strength, a historical sign of strong risk-on regimes ahead. But funds have not flowed into the Crypto market. Among the three major fund inflow engines that drove performance in the first half of this year: ✅ Stablecoins: Still growing strongly (+$100B YTD). ❌ ETF Inflows: Have stalled/plateaued since summer (BTC ETF AuM hovering around $150B). ❌ DAT Activity: Digital Asset Treasury corporate activity has dried up. Market Structure & Outlook Healthy Structure: Market leverage has been flushed, positioning is clean, and volatility is contained, making the structure solid. The Key Driver is Liquidity: The traditional four-year cycle based on halving/miner dynamics is no longer the main driver; liquidity is. The Signal: A renewed pickup in ETF inflows or DAT activity will be the key signal for capital returning to crypto and a potential catch-up leg to global risk assets.

ETH is testing this support level for the 5th time!! Do you think it will break this time, or will it bounce again?

BTC long-term holders have sold 405,000 BTC over the past 30 days. That's serious profit booking This round of profit-taking usually signals a mid-cycle adjustment, not a rush to exit. This distribution provides the sell-side liquidity needed to absorb demand and cool down the rally, preventing an unsustainable 'blow-off top.' Historically Similar deep red bars on the LTH Net Position chart have led to consolidation before the next, stronger move higher.

Vitalik just gave $ZK (ZkSync) two shoutout tweets in a single day. Remember when Vitalik showed moral support for $SOL devs back on Dec 30, 2022? $SOL pumped more than 200% right after. 👀