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⏫ Bitcoin’s rise in short-term trader balances signals renewed speculative demand, potentially marking the start of a broader uptrend rather than just a relief rally.
⏬ Arbitrum Foundation exits Nvidia’s Ignition AI Accelerator program
Arbitrum announced it is leaving Nvidia’s Ignition AI program, despite earlier reports claiming their application was rejected.
• Arbitrum aimed to be Ethereum’s exclusive partner in the program. • Nvidia bans crypto-related projects from participating. • The Foundation called the exit a “smart business decision.” • Aptos Foundation still secured a partnership with Ignition AI.
🐋 $3B inflow into Bitcoin ETFs in a week: safe haven or farming premium?
Despite ongoing global turbulence, Bitcoin ETFs saw a record $3B inflow last week – the second-best result since spot ETFs launched.
• Not only BlackRock ($1,446M) posted gains – Ark Invest ($621M), Fidelity ($574M), and Bitwise ($117M) also saw inflows. • CME funding rates remain low (5% APR), suggesting limited basis trade (spot long vs futures short) activity. • BTC surged from $85,000 to $96,000 (+12.94%) during the week. • Most inflows appear organic, not speculative arbitrage – a strong sign for Bitcoin’s long-term market resilience.
Bitcoin cycle 2016–2017: Pump into Trump’s inauguration ➔ 34% dump in Q1 ➔ then the real rally kicked off.
Bitcoin cycle 2024–2025: Pump into Trump ➔ 32% dump in Q1 ➔ rally loading?
Markets seem way less reactive to the tariff headlines now — looks like they’re adapting.
Meanwhile, liquidity has been quietly pumping into crypto over the past week. Probably pricing in future QE, rate cuts, and trade deals already — like always, we’ll hear about it officially after the money printer is back on.
The pump is good — new projects, more activity, more chances to make money. But don't get too high on hopium. Bull markets don’t announce themselves.
BREAKING • Former President Trump made a new statement. • He said that if the U.S. starts using tariffs (extra taxes on goods from other countries), • The money from those tariffs could be used by the government instead of collecting income tax from Americans. • This could lead to: • Lower income taxes for many people, or • No income tax at all for some people. • Basically, he’s suggesting tariffs could replace income taxes for regular folks. #SaylorBTCPurchase
• After Trump’s 2016 victory, $BTC started a major rally around 170 days later, kicking off a bull run that lasted over a year. • As of now, it’s been 170 days since the 2024 election — highlighted on the chart.
If history repeats, the main pump could still be ahead.
JUST IN: Swiss National Bank chief rejects calls to add Bitcoin to reserves, citing stability and security risks, despite growing pressure from the country’s crypto industry.$BTC
⚡️• We observe the collection of liquidity from the zone of interest. There is already a turn, local consolidation has passed. 0.786 Fibonacci level is support.
⚡️• Globally token is in the ascending structure. Liquidity is collected from a zone of interest. I expect to see the movement to 1.618 in the level of Fibonacci. If you hold Long, you can hold up to $ 400. #BinanceHODLerSIGN #TAOTrading #TAO $TAO
⚡️• collected liquidity. We saw a U -turn and the beginning of local correction. I expect to see the correction to the zone of interest during the day .
First green spike - an indication that the market has reached peak growth velocity: the price is rising faster than the average entry price of all prior holders, thereby creating a speculative premium.