The time for the US presidential election, which may be the most closely watched in the history of cryptocurrencies, is rapidly approaching.
And with just seven days left until the big day, something unexpected is happening in the cryptocurrency market.
One would think that crypto investors would be happy with President Trump’s consistent support for cryptocurrencies. After all, he has been one of the loudest voices supporting crypto innovation and questioning the SEC’s aggressive approach.
But what everyone’s talking about here is that some of crypto’s sharpest minds are suggesting that Trump’s victory may not be a simple victory for meme coins. .
why? I see, the theory is deep.
These experts believe that the recent explosion in memecoin trading is not just about making a quick profit, but a form of digital resistance to regulatory pressure. As the SEC tightens its grip, retail investors appear to be pouring more money into the very types of tokens that displease regulators.
Let’s understand everything! Here’s a summary of the main headlines from the past 24 hours:
Tether has revealed a whopping $100 billion in Treasury holdings, along with Bitcoin and gold reserves, but why is it so quick to show its cards when the WSJ starts asking questions? 🏦GOAT is down 32% from its peak, while short positions continue to rise – is this a sign of a change in market sentiment? 🐐 Memecoin soars: Top analysts attribute this to tougher SEC policies – What happens when regulatory pressure eases? 🎭Bitcoin ETF inflows reach $21 billion in first year, overshadowing gold ETF’s ‘historic launch’ Hideaway – Are Bitcoin ETFs Better for Investors? 📈Coinbase unveils an AI crypto agent builder that works in minutes – can this bridge the gap between AI and crypto trading? 🤖
Before we dig into these stories, here is
With Bitcoin trading at $68,500, the cryptocurrency market is showing signs of structural strength rather than speculative fever.
When Paul Tudor Jones declares that “all roads lead to inflation” and positions his portfolio accordingly, it is notable that Bitcoin ranks alongside gold in his inflation hedging strategy. .
The US debt situation is becoming increasingly interesting. The path forward appears clear, although options are limited: cutting spending, defaulting on debt (an economically devastating blow) or continuing to print more money.
Of particular interest is the systematic flow of money. Open interest in the CME futures market has reached an all-time high of $11.3 billion, signifying serious Wall Street participation. This is not retail FOMO. It is a calculated institutional position.
According to the latest data from Glassnode, a sustained rally is often preceded by some strong technical confirmation.
Bitcoin’s realization cap hit an all-time high of $646 billion, representing $21.8 billion in net capital inflows in just 30 days.
Currently, all subgroups of short-term holders are making profits, which is a rare occurrence historically where selling pressure is alleviated.
What should I do?
Based on on-chain data and market structure:
Track the ratio of CME open interest to ETF flows as a measure of institutional sentiment Keep an eye on the upper limit of realizations for any acceleration in capital inflows Short-term as a potential indicator of selling pressure, as it often precedes a big move Pay attention to the holder’s profit indicators
Well, let’s dig into today’s top news…
The world’s largest stablecoin shared some numbers.
Tether’s reserves currently include $100 billion in U.S. Treasury securities, 82,000 Bitcoins (or $5.5 billion), and 48 tons of gold.
But timing is everything.
These impressive numbers come just as the Wall Street Journal published a report suggesting that US authorities may be taking a closer look at Tether’s operations.
So what’s going on? Is Tether really in trouble? Read the full story!
The latest darling of the meme coin world, Gotheus Maximus (GOAT), just took a massive 32% hit from its peak of $0.8837.
The market atmosphere is changing. Santiment data shows sentiment has turned bearish for the first time in weeks.
Here’s where it gets interesting. Funding rates remain positive, but there are pitfalls. Interest rates will fall while open interest rates will rise. translation? More traders are betting on GOAT’s rise and are taking short positions that could push the price further down.
So, is this market sentiment unique to the GOAT token, or is the entire crypto market hurting? Please read the full text!
It turns out that the explosive rise in meme coins may be due to more than just profit-seeking. Some of crypto’s sharpest minds are seeing another story unfold: a digital revolt against strict SEC regulations.
Nic Carter of Castle Island Ventures blames the “oppressive SEC regime” for driving investors into these speculative assets.
Professor Omid Malekan of Columbia University supports this, calling it a movement of “economic populism”.
What does that mean? Please read the full text!
There was a time when everyone thought a $1.5 billion first-year launch for a gold ETF was great.
But the Bitcoin ETF redefined what a successful launch looks like, raising an astronomical $21 billion in just 10 months.
These ETFs currently hold 938,000 Bitcoins, worth $63.3 billion and 4.5% of all Bitcoins in circulation.
If you add in other crypto funds, that means about 1.1 million Bitcoins are locked up in investment vehicles.
That’s not what’s interesting — individual investors, not Wall Street giants, are leading this attack. They are responsible for 80% of all Bitcoin ETF investments. However, major companies are no longer sitting idly by, with over 1,200 institutional investors including Goldman Sachs and Morgan Stanley taking part in the rally.
What about Ethereum ETFs? And are the inflows into crypto ETFs still continuing? Please read the full text!
Coinbase just launched something that has the potential to reshape the way AI and cryptocurrencies work together.
They call this “Based Agent.” A platform that allows developers to create AI-powered crypto agents in minutes.
Developer Lincoln Marr and CEO Brian Armstrong are pretty excited about this. Their new tool allows these AI agents to handle complex crypto operations in their own wallets, all running on Coinbase’s Layer 2 network, Base.
Setup seems surprisingly easy. Get your Coinbase and OpenAI API keys, use the Replit template, and you’re ready to build. These are not just base-locked agents, they work across Ethereum, Polygon, and Arbitrum.
What exactly can these agents handle? And how much does it cost? Read the full story!
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