u/Kay_Bellamy

World Liberty Financial just saw massive network spikes, with 1.8B WLFI sold for profit and a record 17.4T tokens moved by dormancy. The surge followed Binance launching a USD1/BTC pair, letting traders use WLFI's stablecoin as collateral. Despite the heavy take-profit, WLFI is up 5.5%.

World Liberty Financial just saw massive network spikes, with 1.8B WLFI sold for profit and a record 17.4T tokens moved by dormancy. The surge followed Binance launching a USD1/BTC pair, letting traders use WLFI's stablecoin as collateral. Despite the heavy take-profit, WLFI is up 5.5%.

u/Kay_Bellamy — 14 hours ago

The native token of Perp-DEX Hyperliquid, HYPE, hit a new all-time high just above $61. Over the past seven days, the coin surged nearly 50% on strong project news and metrics, despite a correction across the rest of the crypto market.

u/Kay_Bellamy — 21 hours ago

A bipartisan US bill aims to build a strategic Bitcoin reserve of 1M BTC, about 5% of total supply. It will use seized assets, including $500M in crypto recently taken from Iran under Operation Economic Fury. Lawmakers are explicitly comparing BTC to gold as the ultimate store of value.

u/Kay_Bellamy — 1 day ago

Apollo’s Torsten Slok shows AI debt dominates YTD issuance: 49% of investment-grade bonds, 38% of high-yield, and a massive 87% of venture capital. With AI claiming the lion's share of GDP growth, the entire economy and capital markets are basically being kept afloat by this boom alone.

u/Kay_Bellamy — 2 days ago

K33 Research says the $60k February floor will hold as the cycle bottom. Unlike previous brutal bear markets, this slow recovery is keeping dangerous leverage out. While retail investors aggressively scooped up 19,395 BTC last quarter, institutions played it safe and cut 26,733 BTC.

u/Kay_Bellamy — 2 days ago

Delphi Digital warns liquidity indicators are at 2008-crisis levels, which could spark a flight to safety. Experts expect capital to flee alts for BTC. Meanwhile, Santiment notes retail fear is spiking after the drop to $76k - a sentiment that historically triggers a market rebound.

u/Kay_Bellamy — 3 days ago

The number of wallets holding 100+ Bitcoin jumped 11.2% in a year to 20,229. Despite massive market volatility, these whales (holding $7.7M+ each) are steadily accumulating. While retail traders panic-sell out of fear, institutional and major investors are clearly doubling down on BTC.

u/Kay_Bellamy — 4 days ago

The two largest corporate holders of Bitcoin: Strategy - 843,738 BTC vs BlackRock - 817,138 BTC. Who will win the race to 1,000,000 BTC?

u/Kay_Bellamy — 4 days ago

Bitcoin is holding strong above $76k despite breaking its 21-day moving average. Michaël van de Poppe says the dip is a localized correction from MicroStrategy dividend data, not a momentum shift. Bitcoin remains resilient against rising bond yields, while BTC-to-gold RSI hints at a bull market.

u/Kay_Bellamy — 4 days ago

Bitcoin network activity is bouncing back, often a sign of local bottoms. However, spot volume delta on Binance dropped from +$50M in March to +$6.5M in May. With geopolitical tensions between the US and Iran keeping investors cautious, BTC needs a real revival in spot demand to sustain any rally.

u/Kay_Bellamy — 5 days ago

JPMorgan notes Ethereum and alts continue to lag behind Bitcoin, a trend stuck since 2023. Past upgrades cut L2 fees but killed ETH burning, inflation went up. Upcoming Glamsterdam and Hegota upgrades aim to fix scalability, but without real DeFi utility and network activity, demand won't return.

u/Kay_Bellamy — 6 days ago

Trump’s Q1 filings show a massive shift into tech&crypto, with 3,600+ trades worth up to $750M. He dumped bonds, MSFT, and AMZN to load up on NVDA, COIN, MSTR, and MARA. He’s rotating cash out of inflation-prone assets into sectors he plans to deregulate. The man clearly isn't expecting a recession.

u/Kay_Bellamy — 6 days ago

AI tools are shifting power to hackers, fueling a surge in DeFi exploits. CertiK noted April had only three hack-free days. AI makes finding vulnerabilities and copying successful exploits easy. Since AI scanners can't guarantee 100% bug-free code, formal verification remains the only real fix.

u/Kay_Bellamy — 7 days ago

Bitcoin is testing the cost basis of short-term whales at 79k-80k for the third time. The last two tests led to capitulation. Unlike long-term holders, these whales cut losses fast when momentum drops. Holding this level prevents heavy selling, while a break below means another flush.

u/Kay_Bellamy — 7 days ago

Social media is flooded with Bitcoin optimism after the Senate Banking Committee passed the CLARITY Act. Bullish comments now outnumber bearish ones 1.55 to 1. Historically, this level of crowd euphoria is a sell signal, as the market usually moves against retail expectations. Proceed with caution.

u/Kay_Bellamy — 7 days ago

BTC supply on exchanges is at its lowest level since 2018, holding steady at 5.6%. Meanwhile, ETH supply saw a slight bump to 4.6% over the last ten days but remains near historic lows. This tight exchange liquidity for both assets suggests long-term holders aren't ready to sell just yet.

u/Kay_Bellamy — 8 days ago

Bitcoin ETF outflows just hit 88M per day, the highest since mid-February. But unlike last time, this isn't panic selling on weakness. Institutions are actively using this rally toward 80k to offload their positions, suggesting smart money is taking profits rather than riding the momentum.

u/Kay_Bellamy — 8 days ago

A combination of slowing ETF inflows, bearish short-term sentiment, and unfavorable macro data hit the market. This perfect storm fueled a cascade of liquidations, resulting in 109.7M worth of long positions being wiped out in a single move.

u/Kay_Bellamy — 8 days ago

Glassnode warns of a potential BTC correction as 10-year US Treasury yields climb toward 4.4%. Historically, this rise pulls liquidity away from risk assets, making bonds and the dollar more attractive to investors. If this trend holds, Bitcoin could face significant sell pressure soon.

u/Kay_Bellamy — 9 days ago