A sudden V-shaped shock hit overnight… did your positions survive?
1⃣ $BTC briefly broke below $73k around 2 a.m., then quickly rebounded back above $76k.
From what I’m seeing, large funds are actively running high-frequency short strategies, with bearish sentiment still heavy. Don’t rush to go all-in long yet.
2️⃣ $ETH briefly dipped to $2,110, then bounced back into the $2,200–$2,300 range. Several whales have been trimming positions over the past two days, with overall unrealized losses still severe.
3️⃣ $SOL is highly divisive.
The Dou Shou Chang (Arena) community is calling for longs, while Binance Killers are leaning short.
The consensus: $95–$100 is the key support zone.
4⃣ Memecoin $CLAWSTR surged to a $13.7M market cap, up more than 33× in 24 hours.
There’s a new monster coin every day.
5️⃣ On-chain monitoring shows a suspected whale transferred roughly 310,000 ETH (≈ $651M) to Binance over the past three days, likely to repay loans.
6️⃣ Standard Chartered revised its SOL outlook:
-
Cut end-2026 target to $250
-
Still bullish on $2,000 by 2030
…Sure, keep selling the dream.
7️⃣ An Aave DAO proposal suggests scaling back Aave V3 multi-chain deployments (Phase 1), recommending freezes on zkSync, Metis, and Soneium.
Future chain additions would need to guarantee at least $2M in annual revenue.
8️⃣ Polymarket received a 14-day temporary restraining order in Nevada, requiring it to stop offering event contracts to local residents.
The court appears inclined to classify the markets as unlicensed gambling.
Unexpected — yet completely expected.
9️⃣ Kraken’s parent company Payward disclosed FY2025 results:
-
$2.2B in revenue
-
$2 trillion in trading volume
IPO coming?
🔟 Tether open-sourced its Bitcoin mining operating system MiningOS under an Apache 2.0 license, featuring a modular, peer-to-peer architecture. A Mining SDK is planned for release in the coming months.
1️⃣1️⃣ The partial U.S. federal government shutdown has finally ended. Funding is extended through September 30.
After House approval, Trump signed at the White House. The Department of Homeland Security received two weeks of funding to continue negotiations.
A textbook case of unresolved interests — dragging things out while constantly testing the other side’s bottom line.
