NaoufalGhandriAkidee

#StriveQ1Results15009BTCHoldings Four institutional rails moved this week.

CME launched $SUI futures with FalconX and G-20.

Fidelity put a Moody's-rated USD liquidity fund on Chainlink $LINK .

$ONDO Global Markets crossed $1B in tokenized stocks. XRP spot ETFs hit a $1.35B cumulative inflow ATH.

BitcoinETFsSee$131MNetInflows🚨60% ODDS BITCOIN FALLS BELOW $75K

Polymarket traders are pricing in a 60% chance that Bitcoin drops below $75,000 before the end of the month.

#TrumpDisclosesTradesIncludingMARAStock THE ENTIRE STOCK MARKET IS NOW DEPENDENT ON JUST 10 STOCKS.

This is one of the most concentrated market rallies ever recorded.

Since the March 30 low, the S&P 500 has rallied about 16%.

But just 10 stocks drove roughly 69% of the entire move.

The other 490 stocks combined contributed only 31%.

Google alone drove around 15% of the rally.

Nvidia contributed about 10%.

Amazon added another 8%.

A very small group of mega cap stocks is now carrying the entire market.

The concentration is now even bigger than the dot-com bubble.

Today, the top 10 companies make up roughly 40% of the entire S&P 500.

At the peak of the dot-com bubble, the top 10 made up only around 27%.

Over the last 3 years, the equal-weight S&P 500 has badly lagged the normal index.

That means most stocks are not actually participating in this rally.

AI and Big Tech companies now make up roughly 45% of the S&P 500 market cap.

The top AI giants alone control around 30% of the entire index.

The AI boom does have real growth behind it.

AI-related sectors recently reported earnings growth around 40-50%.

Big Tech is also spending hundreds of billions of dollars on AI infrastructure and data centers.

But concentration at this level creates major risk.

When 10 stocks control:
• 40% of the index
• 31% of total earnings
• 69% of the rally

Then the entire market becomes fragile.

If AI growth slows, rates stay high, or sentiment changes, the whole index can reprice very quickly.

This is now one of the narrowest market rallies in modern history.

#VitalikMovesETHviaPrivacyPools 7.33M $ETH NOW SITS ON CORPORATE BALANCE SHEETS

Companies with strategic Ethereum reserves now hold roughly 6% of supply, valued near 16 billion dollars.

This is not just ETF demand, its direct treasury ownership moving into corporate finance.

#StriveQ1Results15009BTCHoldings 🚨 HUGE: Institutional investors aggressively piled into semiconductor and AI infrastructure stocks in Q1.

Chipmakers like Micron Technology and Intel Corporation surged 154% and 195% this year as the AI boom accelerated.

#VitalikMovesETHviaPrivacyPools ⚡️UPDATE: Hyperliquid’s Jeff Yan said the team met with U.S. policymakers to discuss bringing onchain derivatives markets into the U.S. regulatory framework.

Bullish for $HYPE?

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#BitGoQ1RevenueUp112Percent ⚡️ @BNBCHAIN is absolutely dominating the RWA space with +567.4% YTD growth in holders, reaching 59.8K total RWA holders and adding +54.06K new holders so far this year.

Followed by:

🔸@base: +84.5%
🔸@Solana Official +73%
🔸@StellarOrg : +66.7%
🔸@ethereum: +47.8%
🔸@arbitrum: +35.8%
🔸@0xPolygon: +10.1%
🔸@avax: +0.6%
🔸@plumenetwork: - 5.1%
🔸@HyperliquidX: -9.8%

#BitGoQ1RevenueUp112Percent ⚠️ILLEGAL CRYPTO ACTIVITY MAKES UP LESS THAN 1% OF ONCHAIN VOLUME: BINANCE REPORT

Binance Research estimates illicit crypto transactions account for under 1% of total on-chain activity, even as more than $75B in illicit funds reportedly remained on-chain in 2025, up roughly 28% from last year.

The report noted that major crypto mixers have limited capacity, meaning laundering even $1B in stolen funds could take over 100 days, while blockchain transparency still allows investigators to continuously trace more than 80% of illicit fund flows.

#BitGoQ1RevenueUp112Percent JPMorgan bearish on altcoins.

In their latest research note, JPMorgan says Ethereum and altcoins have been underperforming Bitcoin since 2023.

“And this underperformance trend that started in 2023 is unlikely to change unless we see meaningful improvements in network activity, DeFi and real world applications.”

NEW U.S. stock valuations are approaching#PredictionMarketRisingCompetition dot-com bubble territory, with the Shiller P/E ratio hitting 42.18, just below the 44.19 peak seen in 1999 before the S&P 500 crashed 50%.

NEW: Trading volume in Strategy’s STRC preferred stock surged to $1.53B on Thursday, more than 4x its 30 day daily average of roughly $331 million.

#BitGoQ1RevenueUp112Percent I hold Bitcoin, Toncoin and Notcoin

What coin or token are you holding?

#PredictionMarketRisingCompetition 🚨CARDANO WHALES NOW CONTROL OVER 67% OF ALL ADA; HIGHEST SINCE 2020

Large Cardano holders now control 25.09 Billion cardano:native, or 67.47% of total supply, the highest concentration level since July 2020.

The accumulation trend has continued since late 2023 even as ADA’s market cap reportedly fell 71% over the past nine months.

Cardano’s onchain activity has weakened sharply, with DeFi TVL down 80% from its 2024 peak, daily DEX volume near $2M, and active addresses hovering around 16,000.

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#BitGoQ1RevenueUp112Percent 🔥 HUGE: Polymarket named exclusive prediction market partner for Serie A.

#PredictionMarketRisingCompetition THORChain Pauses Trading After Suspected $10M Multi-Chain Exploit

@THORChain paused trading after blockchain security researchers @zachxbt and @peckshield flagged a suspected exploit spanning Bitcoin, Ethereum, BNB Smart Chain and Base, with estimated losses of more than $10M.

The incident adds to a pattern of previous security and operational disruptions involving the cross-chain liquidity protocol. THORChain previously suspended its ThorFi lending operations in January 2025 amid insolvency allegations and implemented a 90-day restructuring through validators.

The protocol subsequently resolved a $200M debt crisis by converting defaulted obligations into a new equity-style token.