THEDEFIPLUG
Crypto Researcher on All Chains | No Financial Advice | L1 & L2 Narrative Expert
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In 2021, people got rich off memes.
In 2025, they’ll get rich off AI, RWAs & Bitcoin L2s.
Don’t chase hype. Front-run it.
Here are the narratives smart money is betting on this cycle 🧵
In 2025, they’ll get rich off AI, RWAs & Bitcoin L2s.
Don’t chase hype. Front-run it.
Here are the narratives smart money is betting on this cycle 🧵
> $4.5T volume
> 50% buyback & burn
> 17 licenses
$MBG isn't just another exchange token, it could be one of the most high R:R setups of 2025.
After reviewing its tokenomics, compliance, and growth prospects, here's how $MBG stands out ⬇️
1️⃣ Tokenomics Built to Create Scarcity Fast
• Up to 50% of total supply is allocated for buybacks and burns more aggressive than $BNB’s or $MX’s models.
• Burns are tied directly to trading volume, not just profits, creating faster supply pressure as trading activity ramps up.
In the last cycle, $BNB’s burn-driven supply shocks coincided with 10x runs.
$MBG’s design could trigger even faster supply squeezes.
2️⃣ The Real-World Assets Bridge
@multibank_io's TradFi roots unlock real-world asset (RWA) opportunities few others can match.
• BlackRock predicts $10 trillion in RWAs will be tokenized by 2030.
• In 2024 alone, there was over $1 billion in tokenized treasuries.
3️⃣ Institutional-Grade Compliance From Day 1
• 17 global regulatory licenses secured — VARA (Dubai), AUSTRAC (Australia), FSAS (Seychelles), and more.
• $4.5 trillion traded in 2024 through @multibank_io Group across FX and derivatives markets.
• 20+ years of TradFi experience, bringing credibility that most crypto-native exchanges don’t have.
✍️ Conclusion
In a market shifting towards compliance, RWAs, and real-world bridges, $MBG ticks boxes that many other CEX tokens don't:
✅ Aggressive burn mechanics
✅ Real-world financial experience
✅ Regulatory strength
✅ Early-stage upside
It’s rare to see these factors aligned especially backed by a $4.5T TradFi giant.
Anon, don't fade the most undervalued CEX token plays for 2025.
> 50% buyback & burn
> 17 licenses
$MBG isn't just another exchange token, it could be one of the most high R:R setups of 2025.
After reviewing its tokenomics, compliance, and growth prospects, here's how $MBG stands out ⬇️
1️⃣ Tokenomics Built to Create Scarcity Fast
• Up to 50% of total supply is allocated for buybacks and burns more aggressive than $BNB’s or $MX’s models.
• Burns are tied directly to trading volume, not just profits, creating faster supply pressure as trading activity ramps up.
In the last cycle, $BNB’s burn-driven supply shocks coincided with 10x runs.
$MBG’s design could trigger even faster supply squeezes.
2️⃣ The Real-World Assets Bridge
@multibank_io's TradFi roots unlock real-world asset (RWA) opportunities few others can match.
• BlackRock predicts $10 trillion in RWAs will be tokenized by 2030.
• In 2024 alone, there was over $1 billion in tokenized treasuries.
3️⃣ Institutional-Grade Compliance From Day 1
• 17 global regulatory licenses secured — VARA (Dubai), AUSTRAC (Australia), FSAS (Seychelles), and more.
• $4.5 trillion traded in 2024 through @multibank_io Group across FX and derivatives markets.
• 20+ years of TradFi experience, bringing credibility that most crypto-native exchanges don’t have.
✍️ Conclusion
In a market shifting towards compliance, RWAs, and real-world bridges, $MBG ticks boxes that many other CEX tokens don't:
✅ Aggressive burn mechanics
✅ Real-world financial experience
✅ Regulatory strength
✅ Early-stage upside
It’s rare to see these factors aligned especially backed by a $4.5T TradFi giant.
Anon, don't fade the most undervalued CEX token plays for 2025.
$BTC’s YoY MVRV just flipped positive —and that’s not just another chart.
It’s the same on-chain signal that flashed before the March 2020 and June 2023 rallies.
> In 2020, $BTC surged from $5K to $60K
> In 2023, from $26K to nearly $50K
This flip marks the shift from fear to confidence, the exact moment when sellers dry up, and buyers take over to start the bull market.
History doesn’t repeat, but in crypto, it sure loves to rhyme.
And this rhyme is sounding louder by the day.
It’s the same on-chain signal that flashed before the March 2020 and June 2023 rallies.
> In 2020, $BTC surged from $5K to $60K
> In 2023, from $26K to nearly $50K
This flip marks the shift from fear to confidence, the exact moment when sellers dry up, and buyers take over to start the bull market.
History doesn’t repeat, but in crypto, it sure loves to rhyme.
And this rhyme is sounding louder by the day.
Now that April has ended, looking back, it’s clear that the month marked a turning point for crypto.
◢ Here's why:
• Total crypto market cap jumped +27.7%, signaling strong momentum.
• Over $9B in weekly inflows, the highest in over a year.
• Stablecoin supply surged to $233B, with $1B+ in $USDT minted in just a week, a sign of fresh capital entering the market.
• Bitcoin ETFs saw $3B+ inflows last week alone, led by BlackRock’s IBIT ($1.6B in 9 days).
• $ETH/$BTC is rebounding, historically a signal that altcoin season is near.
◢ Macro tailwinds are strengthening:
The U.S. dollar (DXY) is weakening, bond yields are falling, and markets are now pricing in 70%+ odds of Fed rate cuts by September.
On-chain data confirms a clear trend accumulation is underway, and stablecoins are being deployed. Capital is positioning itself for the next leg up.
✍️ Conclusion
After months of chop and hesitation, April showed the first real shift in momentum.
Liquidity is flowing back into the system....and this time, it could be structural.
◢ Here's why:
• Total crypto market cap jumped +27.7%, signaling strong momentum.
• Over $9B in weekly inflows, the highest in over a year.
• Stablecoin supply surged to $233B, with $1B+ in $USDT minted in just a week, a sign of fresh capital entering the market.
• Bitcoin ETFs saw $3B+ inflows last week alone, led by BlackRock’s IBIT ($1.6B in 9 days).
• $ETH/$BTC is rebounding, historically a signal that altcoin season is near.
◢ Macro tailwinds are strengthening:
The U.S. dollar (DXY) is weakening, bond yields are falling, and markets are now pricing in 70%+ odds of Fed rate cuts by September.
On-chain data confirms a clear trend accumulation is underway, and stablecoins are being deployed. Capital is positioning itself for the next leg up.
✍️ Conclusion
After months of chop and hesitation, April showed the first real shift in momentum.
Liquidity is flowing back into the system....and this time, it could be structural.
Real alpha isn’t just buying early, it includes holding when it feels stupid.🧵
Week 02 Alpha Allocation; @SuiNetwork
• Sector: Layer 1
• Token: $SUI
→ Project Insight
$SUI is breaking out of stealth mode and into price discovery powered by explosive DEX volume, ecosystem speculation, and institutional entry.
The stage is set for $SUI to lead the next leg of the altcoin rotation.
→ Catalyst
1. Grayscale $SUI Trust launch on April 24 for accredited investors institutional gateway unlocked.
—https://t.co/ItmmPFP8nd
2. @xPortalApp Mastercard Integration — $SUI now spendable via Apple Pay/Google Pay across 20,000+ European merchants.
—https://t.co/G15h5lDRfp
3. Memecoin explosion — triple-digit rallies in ecosystem tokens ($TARDI, $AGENT S, $BLUB) bring user activity and fresh liquidity.
4. Binance listing of $DEEP (@DeepBookonSui) futures.
—https://t.co/Qywqf5Jteh
→ Why You Should Buy Now
$SUI just flipped $AVAX and $LINK in market cap after a 73% weekly rally, and volume + address activity data shows this is not a short squeeze—it’s a structural re-rating.
The rally is underpinned by real ecosystem traction, massive retail speculation, and early signs of institutional demand.
→ My Price Prediction
• +73% weekly
• From $2.11 on April 21 → $3.72 on April 25
• Broke out of a falling wedge to reclaim key resistance at $3.30
Next targets: $4.50–$5.10 zone, then potential price discovery to $5.35 (ATH) and $11.50 (Elliott Wave projection)
→ Rotation Narrative
Sui is now the epicenter of the “Layer 1 rotation,” pulling liquidity from underperforming chains. Traders are chasing ecosystem yield, memecoins, and the strongest narratives—and right now, SUI has all three.
As TVL, users, and DEX volumes explode, Sui is not just another pump—it’s becoming the Solana of this cycle’s second leg.
Expect continued upside as momentum rotates from stale L1s and mid-tier alts into $SUI and its ecosystem.
• Sector: Layer 1
• Token: $SUI
→ Project Insight
$SUI is breaking out of stealth mode and into price discovery powered by explosive DEX volume, ecosystem speculation, and institutional entry.
The stage is set for $SUI to lead the next leg of the altcoin rotation.
→ Catalyst
1. Grayscale $SUI Trust launch on April 24 for accredited investors institutional gateway unlocked.
—https://t.co/ItmmPFP8nd
2. @xPortalApp Mastercard Integration — $SUI now spendable via Apple Pay/Google Pay across 20,000+ European merchants.
—https://t.co/G15h5lDRfp
3. Memecoin explosion — triple-digit rallies in ecosystem tokens ($TARDI, $AGENT S, $BLUB) bring user activity and fresh liquidity.
4. Binance listing of $DEEP (@DeepBookonSui) futures.
—https://t.co/Qywqf5Jteh
→ Why You Should Buy Now
$SUI just flipped $AVAX and $LINK in market cap after a 73% weekly rally, and volume + address activity data shows this is not a short squeeze—it’s a structural re-rating.
The rally is underpinned by real ecosystem traction, massive retail speculation, and early signs of institutional demand.
→ My Price Prediction
• +73% weekly
• From $2.11 on April 21 → $3.72 on April 25
• Broke out of a falling wedge to reclaim key resistance at $3.30
Next targets: $4.50–$5.10 zone, then potential price discovery to $5.35 (ATH) and $11.50 (Elliott Wave projection)
→ Rotation Narrative
Sui is now the epicenter of the “Layer 1 rotation,” pulling liquidity from underperforming chains. Traders are chasing ecosystem yield, memecoins, and the strongest narratives—and right now, SUI has all three.
As TVL, users, and DEX volumes explode, Sui is not just another pump—it’s becoming the Solana of this cycle’s second leg.
Expect continued upside as momentum rotates from stale L1s and mid-tier alts into $SUI and its ecosystem.
Market Up 10.5% in 3 Days
Here’s what most traders are missing!!🧵
Here’s what most traders are missing!!🧵
USDD Total supply has officially surpassed $390M
Source: https://t.co/FQvMgDmNTq
12–20%+ APY by minting USDD with $sTRX. Unlike CEX platforms, there's no cap on how much you can earn at this rate.
Up to 20%+ APY on KuCoin, https://t.co/uV1PHdznj4, BingX, EXMO, and AscendEX.
For a safer, more hands-off approach, use the PSM module to swap USDT to USDD and earn around 8% APY on JustLend or HTX Earn.
Each strategy has its trade-offs, but all beat the standard stablecoin returns. Whether you’re chasing high yields or looking for reliable passive income, USDD has a spot for you.
Link:
Source: https://t.co/FQvMgDmNTq
12–20%+ APY by minting USDD with $sTRX. Unlike CEX platforms, there's no cap on how much you can earn at this rate.
Up to 20%+ APY on KuCoin, https://t.co/uV1PHdznj4, BingX, EXMO, and AscendEX.
For a safer, more hands-off approach, use the PSM module to swap USDT to USDD and earn around 8% APY on JustLend or HTX Earn.
Each strategy has its trade-offs, but all beat the standard stablecoin returns. Whether you’re chasing high yields or looking for reliable passive income, USDD has a spot for you.
Link:
Everyone’s bullish.
But only one asset is really getting the big money treatment.
On April 22nd (yesterday):
> Bitcoin spot ETFs pulled in $936M
> Ethereum ETFs? Just $38M
That’s a 24x difference.
24x!
Same market. Same day. But two completely different levels of conviction.
◢ Institutions are picking their champion:
• $ARKB (@ARKInvest): $267M in one day. Now $2.86B total.
• $FBTC (Fidelity): $254M in a day. $11.6B+ total.
The inflows aren’t slowing down.
These aren’t just trades—these are long-term allocations.
Meanwhile, Ethereum’s top ETF ($FETH by Fidelity) brought in $32M.
Solid. But not game-changing.
● ETF Market Share Percentage:
→ $BTC ETFs = 5.71% of Bitcoin’s market cap
→ $ETH ETFs = 2.77% of Ethereum’s
That's not a small gap.
That’s a trust gap. A narrative gap.
◢ $BTC is outshining gold, too;
While gold dropped 6.25% from $3,500 to $3,291
Bitcoin pumped 10.9% in 3 days post-halving.
Gold looks old.
$BTC is inevitable!
● Here’s the Truth:
Institutions aren’t aping altcoins. They’re stacking Bitcoin quietly, heavily, relentlessly.
And until $ETH sharpens its narrative and gets the same regulatory clarity. This won’t be a fair fight.
✍️ My Take?
Watch the flows. Not the noise.
Because that’s where the next cycle is being written.
But only one asset is really getting the big money treatment.
On April 22nd (yesterday):
> Bitcoin spot ETFs pulled in $936M
> Ethereum ETFs? Just $38M
That’s a 24x difference.
24x!
Same market. Same day. But two completely different levels of conviction.
◢ Institutions are picking their champion:
• $ARKB (@ARKInvest): $267M in one day. Now $2.86B total.
• $FBTC (Fidelity): $254M in a day. $11.6B+ total.
The inflows aren’t slowing down.
These aren’t just trades—these are long-term allocations.
Meanwhile, Ethereum’s top ETF ($FETH by Fidelity) brought in $32M.
Solid. But not game-changing.
● ETF Market Share Percentage:
→ $BTC ETFs = 5.71% of Bitcoin’s market cap
→ $ETH ETFs = 2.77% of Ethereum’s
That's not a small gap.
That’s a trust gap. A narrative gap.
◢ $BTC is outshining gold, too;
While gold dropped 6.25% from $3,500 to $3,291
Bitcoin pumped 10.9% in 3 days post-halving.
Gold looks old.
$BTC is inevitable!
● Here’s the Truth:
Institutions aren’t aping altcoins. They’re stacking Bitcoin quietly, heavily, relentlessly.
And until $ETH sharpens its narrative and gets the same regulatory clarity. This won’t be a fair fight.
✍️ My Take?
Watch the flows. Not the noise.
Because that’s where the next cycle is being written.
RWAs are heating up and $28 trillion worth of value is about to break out of TradFi.
This isn’t just the next crypto meta. It’s the unlock DeFi actually needs: real yield, real assets, real trust.
We’re talking about tokenized:
- Metals
- Equities
- Commodities
And everything TradFi gatekept for decades.
That’s why what @multibank_io is building caught my interest.
This isn’t a spin-up exchange in a shady jurisdiction. It’s a global financial institution with:
> Over $600M+ on the balance sheet
> $18.1B in daily trading volume
> 17 regulatory licenses
> 20 years of real financial ops across 25 financial hubs
◢ Now they’re stepping into crypto with $MBG, bringing that entire ecosystem on-chain:
✓ Regulated access to FX, CFDs, and crypto
✓ Lower-fee payments and seamless transactions
✓ Staking rewards backed by actual usage and volume
I’m watching what MultiBank is doing closely. $MBG could be one of the most interesting RWA plays in this next phase of the market.
This isn’t just the next crypto meta. It’s the unlock DeFi actually needs: real yield, real assets, real trust.
We’re talking about tokenized:
- Metals
- Equities
- Commodities
And everything TradFi gatekept for decades.
That’s why what @multibank_io is building caught my interest.
This isn’t a spin-up exchange in a shady jurisdiction. It’s a global financial institution with:
> Over $600M+ on the balance sheet
> $18.1B in daily trading volume
> 17 regulatory licenses
> 20 years of real financial ops across 25 financial hubs
◢ Now they’re stepping into crypto with $MBG, bringing that entire ecosystem on-chain:
✓ Regulated access to FX, CFDs, and crypto
✓ Lower-fee payments and seamless transactions
✓ Staking rewards backed by actual usage and volume
I’m watching what MultiBank is doing closely. $MBG could be one of the most interesting RWA plays in this next phase of the market.
I still don’t think people grasp how big this is.
In 2024, over $27.6 trillion was settled through stablecoins more than @Visa, and 7.7% more than @Mastercard.
We’re watching stablecoins evolve from "DeFi money" into global settlement rails.
◢ Some key stats:
> 95% of volume settled on $ETH
> Solana is catching serious momentum
> $USDT, $USDC, $DAI dominate flows
> $HSBC and $ANZ are already earning off this (custody + payment fees)
> Stablecoins now hold US Treasuries top 15 globally
This isn't just crypto doing well.
This is crypto becoming the backend of global finance.
Quietly and efficiently.
When I think about on-chain liquidity today, I’m not just looking at DEX volumes or token flows, I’m watching where stablecoin velocity is accelerating.
That’s the alpha signal.
In 2024, over $27.6 trillion was settled through stablecoins more than @Visa, and 7.7% more than @Mastercard.
We’re watching stablecoins evolve from "DeFi money" into global settlement rails.
◢ Some key stats:
> 95% of volume settled on $ETH
> Solana is catching serious momentum
> $USDT, $USDC, $DAI dominate flows
> $HSBC and $ANZ are already earning off this (custody + payment fees)
> Stablecoins now hold US Treasuries top 15 globally
This isn't just crypto doing well.
This is crypto becoming the backend of global finance.
Quietly and efficiently.
When I think about on-chain liquidity today, I’m not just looking at DEX volumes or token flows, I’m watching where stablecoin velocity is accelerating.
That’s the alpha signal.
Solana did $293.7B in DEX volume in Q1. That’s 39.6% of the entire market.
Nearly 40% of all on-chain trading on one chain.
In a quarter.
Not L2s. Not rollups. Not modular experiments.
Just Solana; fast, cheap, and now liquid as hell.
This isn’t just memecoins or hype.
This is a liquidity exodus.. and it’s flowing straight to Solana.
Nearly 40% of all on-chain trading on one chain.
In a quarter.
Not L2s. Not rollups. Not modular experiments.
Just Solana; fast, cheap, and now liquid as hell.
This isn’t just memecoins or hype.
This is a liquidity exodus.. and it’s flowing straight to Solana.
This Week’s Alpha Allocation, @SeiNetwork
• Sector: Layer 1
• Token: $SEI
→ Project Insight
Sei is the first fully parallelized EVM, enabling faster, scalable dApp performance especially for trading, gaming, and real-time applications.
Developers can deploy audited Ethereum smart contracts directly on Sei without rewriting code.
It also supports optimistic parallelization, removing the need for devs to define dependencies making app deployment smoother and faster.
→ Catalyst
1. Sei v2 brings EVM compatibility with parallel execution — a unique combo not seen in any other EVM chain.
2. Bridge-free $USDT transfers now live via LayerZero integration (@USDT0_to), unlocking seamless cross-chain liquidity.
3. WLFI, a Trump-affiliated crypto fund, bought 4.89M $SEI ($775K), adding major attention.
4. Gaming traction: Ranked among the Top 5 gaming blockchains by @DappRadar, with titles like @hotspring_HQ gaining traction.
5. Launch of Sei Global Wallet (by @Dynamic_xyz), bringing Web2 logins to Web3 onboarding.
→ Why You Should Buy Now?
- TVL nearly doubled from $208M to $392M in Q1 2024.
- $SEI’s combination of EVM compatibility + parallelism = a differentiated technical edge just as appchain and gaming narratives heat up.
- UX and onboarding is improving fast Sei Global Wallet and LayerZero integrations are removing friction.
→ My Price Prediction
$SEI is up 27% this week, bouncing off $0.13 support to $0.18. Key resistance at $0.20 a breakout could validate trend reversal.
Upside target: $0.38, over +100% potential upside from current level.
→ Rotation Narrative
Ethereum L2s are congested. Solana is crowded. If you’re looking for high-performance chains with underexposed narratives, $SEI is a strong bet.
It’s not just “another L1” it’s the first parallelized EVM with tangible adoption in DeFi, Gaming, and onboarding infra.
Speed is nothing without scale. Sei delivers both — with parallel execution, seamless liquidity, and real user traction.
• Sector: Layer 1
• Token: $SEI
→ Project Insight
Sei is the first fully parallelized EVM, enabling faster, scalable dApp performance especially for trading, gaming, and real-time applications.
Developers can deploy audited Ethereum smart contracts directly on Sei without rewriting code.
It also supports optimistic parallelization, removing the need for devs to define dependencies making app deployment smoother and faster.
→ Catalyst
1. Sei v2 brings EVM compatibility with parallel execution — a unique combo not seen in any other EVM chain.
2. Bridge-free $USDT transfers now live via LayerZero integration (@USDT0_to), unlocking seamless cross-chain liquidity.
3. WLFI, a Trump-affiliated crypto fund, bought 4.89M $SEI ($775K), adding major attention.
4. Gaming traction: Ranked among the Top 5 gaming blockchains by @DappRadar, with titles like @hotspring_HQ gaining traction.
5. Launch of Sei Global Wallet (by @Dynamic_xyz), bringing Web2 logins to Web3 onboarding.
→ Why You Should Buy Now?
- TVL nearly doubled from $208M to $392M in Q1 2024.
- $SEI’s combination of EVM compatibility + parallelism = a differentiated technical edge just as appchain and gaming narratives heat up.
- UX and onboarding is improving fast Sei Global Wallet and LayerZero integrations are removing friction.
→ My Price Prediction
$SEI is up 27% this week, bouncing off $0.13 support to $0.18. Key resistance at $0.20 a breakout could validate trend reversal.
Upside target: $0.38, over +100% potential upside from current level.
→ Rotation Narrative
Ethereum L2s are congested. Solana is crowded. If you’re looking for high-performance chains with underexposed narratives, $SEI is a strong bet.
It’s not just “another L1” it’s the first parallelized EVM with tangible adoption in DeFi, Gaming, and onboarding infra.
Speed is nothing without scale. Sei delivers both — with parallel execution, seamless liquidity, and real user traction.
Even with the Mantra situation and some funds getting wrecked, tokenized RWAs especially gold are quietly flexing in 2025.
While most of crypto is bleeding, gold-backed tokens are just vibing at all-time highs.
And no, this isn’t just a “number go up” moment. It’s a whole signal.
Let’s talk.
Gold ETFs? Booming.
In Q1 2025 alone, gold ETF inflows hit a 3-year high; 226.5 tonnes added, about $18B in demand, 60% of that from North America.
Institutions are moving. They’re not just hedging, they’re positioning.
Probably smelling something weird in fiat world.
Now peep tokenized gold:
> $PAXG: +24.15% YTD
> $XAUT: +23.7% YTD
Compare that to:
> $BTC: -11%
> CD20 Index: -30%
Gold’s rally is one thing. But tokenized gold? That’s gold’s stability plus crypto’s liquidity.
That combo? Straight alpha.
Real-world asset. On-chain access.
And right now, it’s looking like a safe haven with speed.
Keep sleeping on tokenized RWAs… or don’t.
While most of crypto is bleeding, gold-backed tokens are just vibing at all-time highs.
And no, this isn’t just a “number go up” moment. It’s a whole signal.
Let’s talk.
Gold ETFs? Booming.
In Q1 2025 alone, gold ETF inflows hit a 3-year high; 226.5 tonnes added, about $18B in demand, 60% of that from North America.
Institutions are moving. They’re not just hedging, they’re positioning.
Probably smelling something weird in fiat world.
Now peep tokenized gold:
> $PAXG: +24.15% YTD
> $XAUT: +23.7% YTD
Compare that to:
> $BTC: -11%
> CD20 Index: -30%
Gold’s rally is one thing. But tokenized gold? That’s gold’s stability plus crypto’s liquidity.
That combo? Straight alpha.
Real-world asset. On-chain access.
And right now, it’s looking like a safe haven with speed.
Keep sleeping on tokenized RWAs… or don’t.
$BTC has reclaimed the $85,000 mark, signaling a pivotal moment in the market.
Here’s what I am watching with both bullish and bearish perspectives:
◢ Bullish Indicators
~ Long-Term Holder Accumulation
Since April 6, long-term holders (LTHs) have increased their Bitcoin positions, contributing to a 12% price rise.
This trend suggests renewed market confidence.
~ Positive Funding Rates
Current funding rates are at 0.0037% according to @coinglass_com, indicating that traders are willing to pay premiums for long positions, reflecting bullish sentiment.
~ Analyst Predictions
Some analysts forecast Bitcoin reaching $87,730 in the near term, with potential to hit $104,714 by mid-April, representing a 26% increase.
◢ Bearish Signals
~ Resistance at $85,000
Bitcoin faces strong resistance at this psychological level.
Failure to break through could lead to a drop to $74,000 or even $52,000 if macroeconomic conditions worsen.
~ Market Volatility
The Cboe Volatility Index (VIX) has surged to 48.4, indicating heightened market uncertainty, which could negatively impact Bitcoin’s price.
~ Trade Tensions
Escalating global trade tensions, including new tariffs, have led to market instability, affecting investor confidence in cryptocurrencies.
- - Key Levels to Watch
Support; $80k and $74k are critical support levels, a drop below these could signal further declines.
Resistance; breaking and holding above $85k could pave the way to $88k.
◢ Investor Sentiment (Fear & Greed Index)
Currently at 43, yesterday it was 25 indicating “Extreme Fear,” which often precedes market rebounds.
Conclusion
while Bitcoin’s rise above $85,000 is promising, market participants should remain cautious due to prevailing uncertainties.
monitoring key support and resistance levels, along with macroeconomic indicators, will be crucial in the coming days.
Here’s what I am watching with both bullish and bearish perspectives:
◢ Bullish Indicators
~ Long-Term Holder Accumulation
Since April 6, long-term holders (LTHs) have increased their Bitcoin positions, contributing to a 12% price rise.
This trend suggests renewed market confidence.
~ Positive Funding Rates
Current funding rates are at 0.0037% according to @coinglass_com, indicating that traders are willing to pay premiums for long positions, reflecting bullish sentiment.
~ Analyst Predictions
Some analysts forecast Bitcoin reaching $87,730 in the near term, with potential to hit $104,714 by mid-April, representing a 26% increase.
◢ Bearish Signals
~ Resistance at $85,000
Bitcoin faces strong resistance at this psychological level.
Failure to break through could lead to a drop to $74,000 or even $52,000 if macroeconomic conditions worsen.
~ Market Volatility
The Cboe Volatility Index (VIX) has surged to 48.4, indicating heightened market uncertainty, which could negatively impact Bitcoin’s price.
~ Trade Tensions
Escalating global trade tensions, including new tariffs, have led to market instability, affecting investor confidence in cryptocurrencies.
- - Key Levels to Watch
Support; $80k and $74k are critical support levels, a drop below these could signal further declines.
Resistance; breaking and holding above $85k could pave the way to $88k.
◢ Investor Sentiment (Fear & Greed Index)
Currently at 43, yesterday it was 25 indicating “Extreme Fear,” which often precedes market rebounds.
Conclusion
while Bitcoin’s rise above $85,000 is promising, market participants should remain cautious due to prevailing uncertainties.
monitoring key support and resistance levels, along with macroeconomic indicators, will be crucial in the coming days.
Today’s play.
It’s no surprise $orca is up so well in 24 hours.
But this isn’t just another random pump, there are multiple real catalysts behind the move.
Here's the breakdown ⬇️
Over the last 4+ years, @orca_so quietly built a powerful engine, Whirlpools, aggregator flow, and growing protocol revenue.
But they did the most impactful one recently, their revenue share model.
This is the impact:
> Orca earns $128K/day in fees = $46.7M/year.
> 50% of that is now proposed to go to staked $orca holders in stablecoins or $sol.
> Stake for 6mo, 1yr, or 4yrs with up to 4x alignment multiplier. Minimum stake? Just 100 $orca.
The math is wild: if 100% of that $23.35M went to buybacks, it would retire 19.4M $orca annually. That’s 19.4% deflation per year.
For comparison? Raydium's deflation rate is under 9%.
◢ But it doesn’t stop there.
A new governance proposal just dropped, and it’s one of the most aggressive token value plays I’ve seen in a while:
→ $10M in immediate open market buybacks
→ Programmatic buybacks using protocol fees
→ Burning 25% of total token supply
→ Funding core devs for 2+ years
Link to Vote: https://t.co/kpeRAmIxre
In short, this is buy pressure, supply shock, and long-term commitment all wrapped into one.
this isn't just a hype pump, it’s a narrative + cashflow + deflation play with serious legs.
Ps; personal conviction.
It’s no surprise $orca is up so well in 24 hours.
But this isn’t just another random pump, there are multiple real catalysts behind the move.
Here's the breakdown ⬇️
Over the last 4+ years, @orca_so quietly built a powerful engine, Whirlpools, aggregator flow, and growing protocol revenue.
But they did the most impactful one recently, their revenue share model.
This is the impact:
> Orca earns $128K/day in fees = $46.7M/year.
> 50% of that is now proposed to go to staked $orca holders in stablecoins or $sol.
> Stake for 6mo, 1yr, or 4yrs with up to 4x alignment multiplier. Minimum stake? Just 100 $orca.
The math is wild: if 100% of that $23.35M went to buybacks, it would retire 19.4M $orca annually. That’s 19.4% deflation per year.
For comparison? Raydium's deflation rate is under 9%.
◢ But it doesn’t stop there.
A new governance proposal just dropped, and it’s one of the most aggressive token value plays I’ve seen in a while:
→ $10M in immediate open market buybacks
→ Programmatic buybacks using protocol fees
→ Burning 25% of total token supply
→ Funding core devs for 2+ years
Link to Vote: https://t.co/kpeRAmIxre
In short, this is buy pressure, supply shock, and long-term commitment all wrapped into one.
this isn't just a hype pump, it’s a narrative + cashflow + deflation play with serious legs.
Ps; personal conviction.
$FO, a memecoin backed by a billionaire, could it be the next $TRUMP?
This is one of the most slept-on narratives right now.
@Fo_Coin is bringing in fresh capital and onboarding newbies into Web3 at massive scale.
> Each FO community has capital verification of $500K
> 800K+ users already onboard
> Backed by Web2 whales making the leap into Web3
> The founder @qfl60123456 ? Super close with Jack Ma (Alipay), the former richest man in China. Qian has donated over 1B RMB in the past decade.
The airdrop is live now, with over 600K $FO up for grabs.
At: https://t.co/liBlGnY7Ma
They also dropped the Paradise NFT collection, sold out in 38 seconds, minted at 7.9 $SOL, and pumped to 40 $SOL.
This is what real Web2-to-Web3 adoption looks like.
P.S. $FO TGE is coming mid-April… and the momentum is just heating up.
This is one of the most slept-on narratives right now.
@Fo_Coin is bringing in fresh capital and onboarding newbies into Web3 at massive scale.
> Each FO community has capital verification of $500K
> 800K+ users already onboard
> Backed by Web2 whales making the leap into Web3
> The founder @qfl60123456 ? Super close with Jack Ma (Alipay), the former richest man in China. Qian has donated over 1B RMB in the past decade.
The airdrop is live now, with over 600K $FO up for grabs.
At: https://t.co/liBlGnY7Ma
They also dropped the Paradise NFT collection, sold out in 38 seconds, minted at 7.9 $SOL, and pumped to 40 $SOL.
This is what real Web2-to-Web3 adoption looks like.
P.S. $FO TGE is coming mid-April… and the momentum is just heating up.
Been checking out @wager_casino lately, they’re running a $2.5M airdrop through Zealy right now.
No buy-in, just quests + engagement = $WAGER tokens + casino perks.
What stood out?
They’re giving rewards on every bet, win or lose.
Feels like someone finally built a casino with bettors in mind.
Worth a look if you’re into Web3 gambling:
No buy-in, just quests + engagement = $WAGER tokens + casino perks.
What stood out?
They’re giving rewards on every bet, win or lose.
Feels like someone finally built a casino with bettors in mind.
Worth a look if you’re into Web3 gambling:
Just when many thought Pumpfun was losing steam, trading activity soared to a record high on Friday, accounting for 20% of Solana DEX volume and reinforcing its dominance.
Over the past 30 days:
• Non-Pumpfun memecoins led with 33% of DEX volume.
• $SOL - $USD pairs followed at 27%.
• Pumpfun memecoins surged to 25%.
• Other tokens made up 15%.
Raydium, which once handled 70% of Pumpfun trades, has lost ground to PumpSwap, now processing over 60% of them. However, Raydium still controls 90% of non-Pumpfun token trading.
Over the past 30 days:
• Non-Pumpfun memecoins led with 33% of DEX volume.
• $SOL - $USD pairs followed at 27%.
• Pumpfun memecoins surged to 25%.
• Other tokens made up 15%.
Raydium, which once handled 70% of Pumpfun trades, has lost ground to PumpSwap, now processing over 60% of them. However, Raydium still controls 90% of non-Pumpfun token trading.
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