The Anger Phase

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The Anger Phase

The vibes have definitely shifted to anger. Trump’s SBR turned out to be nothing, with the US gov only retaining its current stockpile but not accumulating any more BTC (at least not yet). BTC traded down 5% on the day or -12% on the week to $82k while ETH is at $2k and SOL at $126. OTHERS has given back all of its post election pump, losing 50% of its value since the December highs, driven by 7d weakness in Sonic, JUP, WLD, TRUMP, BONK and JASMY which were all down 30%+. ETHBTC is now down to early 2020 lows, and BTC ETF flows have turned into basically all outflows since February.

With that said, there still is at least a lot of accumulation going on in BTC (not so much for alts).

From a flows by chain perspective, a lot of money continues to flock to Berachain to farm out the dry period in the rest of the markets (and notably SOL saw positive flows over the week). This week we will also see the launch of the Bubblemaps token which will give those of us still around something to trade/observe.

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The trenches are basically dead, though there is still enough capital floating around to chase a new launch like the recent Grokcoin to $28mm before it loses all of its value. The only onchain coin I’ve seen not completely decimated is DRB while everything else has been bleeding out. Alts and onchain are definitely in 4/5 of the below, and really just need an end to BTC volatility to see things heat back up.

TG trench trading volumes were still showing some signs of life over the weekend and really are just a new meta away (+ BTC & SPY stability) from accelerating.

Interesting accounts getting smart follows:

• Manus

• monchain

• BakerDAO

• BitQuant

• Web3Port

• capmoney

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The chads at INFINIT continue to build, this time launching a Mindshare Agent.

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• SOL smart wallets really not holding onto anything at this point, with all of these $ balances a fraction of what the top end list used to look like. I do think that Fartcoin likely is a leader if we see markets turn around

MEME OF THE DAY