Gabz
Stock & Crypto Trader, SuperTrend Indicator Owner
Bitcoin and ether remain attractive for gradual long-term accumulation despite high volatility, with institutional demand still present. Crypto is heavily influenced by large players' buying and selling, and a final wave of panic before the next major rally would not be surprising, especially if that weakness is quickly bought. x.com
Fed Chair nominee Kevin Warsh told the Senate that crypto is already part of the US financial system, framing digital assets as inside the system rather than outside it. That structural tailwind supports bitcoin, Ether, Solana, Dogecoin, Bittensor and Chainlink; two cycles ago it would have been unthinkable, and it is still very early. x.com
Bitcoin and ether’s resilience despite months of speculative capital being disintegrated may be a tell. They are the investments to hold or add, not trade. x.com x.com
Bitcoin and Ethereum are waiting for a capital rotation that has not started yet, so linking them to macro data is mostly noise. Institutional money is still focused on the AI buildout: data centers, power, chips and hyperscaler capex. Crypto rotates only after the dominant narrative is fully expressed and capital seeks the next high-convexity opportunity, so the rotation will come once the buildout is further along, which justifies continued accumulation. x.com
Ethereum faces slightly higher near-term selling risk as net inflows raise Binance's sellable ETH supply. Some 55,471 ETH entered and 47,596 left, net 7,875, though both flows have slowed. If inflows persist this week with ETF outflows and high US Treasury yields, pressure could grow around the Fed decision. Rising cumulative ETH 2.0 transactions bode well for network use, not direct demand or relief today. Losing $2,280-2,300 adds downside risk; recovery needs flow and price confirmation. x.com
Bitcoin and Ether are being bought up on negative news, which is a bullish sign not to ignore. x.com
Bitcoin and Ethereum's pullback is a nothing burger meant to shake people out, and this phase will lead to the next breakout higher. Bears are doubling down on shorts, with open interest rising while funding rates have turned negative. x.com
Bitcoin may need sustained demand above all to outweigh selling pressure, since even favorable catalysts have coincided with declines. BTC fell despite rate cuts, a pro-crypto president, institutional adoption and rising liquidity; it now faces rate hikes, war in Iran, inflation, AI-bubble fears, quantum risks and AI-driven crypto hacks. x.com
Bitcoin and Ethereum may be staging their usual comeback in total silence. Both are pushing to break months-long trendlines after a volume spike that, so far, marked the bottom, yet no one on social media is talking about them even as risk assets make new 52-week highs. Crypto joined the past months' decline but missed this week's rally, making it one of the best risk/rewards around as it eventually catches up. The last breakout failed badly, so a second attempt has to hold. x.com
Renewed buying by Michael Saylor and Tom Lee should lift Bitcoin and Ethereum again soon, with some ETF inflows as well. Their buying around the same time previously led to new highs for both, and this time should be no different. x.com
Ethereum's strong ecosystem is not translating into enough ETH value capture to support significant appreciation unless that changes. The Ethereum Foundation selling ETH again is frustrating; buybacks and stronger incentives for L2s to accumulate and buy back ETH could improve the token's economics. Fundstrat, which owns roughly 5% of the supply, has a huge opportunity to push for better value capture. x.com x.com
Bitcoin's Coinbase Institutional withdrawals into the dip look like quiet accumulation. Whale Alert reported 648 BTC, worth about $51.9 million, moving from Coinbase Institutional to an unknown wallet, adding a different demand signal to the earlier ETF-flow case. x.com
