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altcoin

Ethereum Supercycle Begins as Institutions Accumulate

by Ouess October 26, 2025

written by Ouess

The Ethereum supercycle is officially underway, fueled by massive institutional accumulation and record-breaking network activity. Major investors are moving millions of dollars in ETH, while on-chain data confirms unprecedented fundamental strength that now leads price action rather than follows it.

Ethereum Supercycle

This week, SharpLink Gaming transferred $78.3 million worth of ETH, signaling continued institutional confidence during market dips. This follows BitMine’s recent $417 million purchase, creating a powerful accumulation narrative. According to Fundstrat’s Tom Lee, this marks the start of a Ethereum supercycle where fundamentals drive price rather than react to it.

SharpLink Gaming withdrew $78,300,000 in $ETH today.

Smart money is buying the dip. pic.twitter.com/Nwe7KGc4Nc
— Ted (@TedPillows) October 26, 2025

The data overwhelmingly supports this Ehereum supercycle thesis. Token Terminal reports that stablecoin supply on Ethereum is surging to new heights. Meanwhile, daily transaction counts are approaching levels never seen in previous market cycles. This indicates massive organic usage growth, even during periods of price consolidation.

Furthermore, Ethereum’s Layer-1 has matured into the premier platform for high-value financial activity. While total value locked continues climbing, contract deployments have decreased. This suggests the network now hosts proven financial protocols rather than experimental projects, marking a crucial step toward mainstream adoption.

ETH remains in a Supercycle

Most of the time, price ‘leads’ fundamentals but there are times when fundamentals lead price

– stablecoin demand surging
– $ETH transactions ATH

Great speaking with @jonfortt @MorganLBrennan on @CNBCOvertime @BitMNR @FundstratCap @fs_insight… https://t.co/mJ68XolZd6
— Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat) October 26, 2025

Price Responds to Fundamental Strength

The market is finally recognizing this fundamental improvement. ETH price has broken above $4,000, gaining 3.12% in 24 hours and 5% for the week. Over the past six months, Ethereum has delivered an impressive 126% return, significantly outperforming broader market conditions.

Technically, the outlook remains bullish. Legendary analyst John Bollinger identified a potential “W bottom” pattern forming, which often precedes major bullish reversals. This technical setup, combined with the strong fundamentals, creates a powerful case for continued upward momentum.

My Thoughts

This is the moment Ethereum maximalists have waited for. The network has transitioned from a playground for experiments to the foundation for trillions in real financial value. The institutional accumulation we’re seeing isn’t speculative—it’s strategic positioning for the long term. With the Ethereum supercycle confirmed by both data and price action, we could be witnessing the early stages of a move that redefines the entire crypto landscape.

October 26, 2025 0 comment

Altcoin

Solana Nears $200 as ETF Inflows Signal Institutional Demand

by Ouess October 25, 2025

written by Ouess

Solana is charging toward the critical $200 level, fueled by growing institutional demand and strong network fundamentals. The Solana price jumped to $195, up 12% from its monthly low, as a key staking ETF recorded another week of major inflows.

The REX-Osprey Staking Solana ETF (SSK) pulled in $24 million this week, boosting its assets under management to over $400 million. This consistent institutional interest, especially during a bear market, signals that Wall Street sees long-term value in Solana. Furthermore, it bodes well for the spot Solana ETFs filed by giants like VanEck and Fidelity, which JPMorgan predicts could attract $6 billion in their first year.

Network Strength Supports the Solana Price Rally

The bullish case isn’t just based on speculation. Solana’s network is demonstrating incredible strength. Its stablecoin supply grew 14% in the past month to $15.6 billion. Meanwhile, adjusted transaction volume soared 55% to $48 billion. In the DEX arena, Solana is nearly tied with Ethereum, processing $140 billion in volume over 30 days compared to Ethereum’s $148 billion.

Technically, the Solana price is in a strong position. It has held above a key ascending trendline and formed a triple-bottom pattern, a classic bullish reversal signal. The path of least resistance is now upward, with the next major target at $205.

My Thoughts

This is the institutional validation Solana bulls have been waiting for. The ETF inflows prove that demand exists beyond retail speculation. With a spot ETF likely approved soon, Solana is positioning itself as the clear #3 institutional asset after Bitcoin and Ethereum. The combination of strong technicals, institutional flows, and robust on-chain activity creates a powerful bullish setup. A break above $205 could unleash a FOMO rally back to all-time highs.

October 25, 2025 0 comment

Altcoin

BNB Price Rallies as CZ Pardon Boosts Confidence

by Ouess October 24, 2025

written by Ouess

BNB is mounting a strong recovery, fueled by a major regulatory victory and broader market strength. The BNB price has climbed to $1,125, posting a 7.79% gain over the past week. This rebound was ignited by President Trump’s full pardon of Binance founder Changpeng “CZ” Zhao, an event that has dramatically improved sentiment around the Binance ecosystem.

The rally marks a sharp reversal from earlier in the week when BNB dipped toward $1,050. The pardon effectively erased a major regulatory overhang that had been weighing on the token. Consequently, investor confidence in Binance’s long-term stability has been restored, providing a fundamental boost to the BNB price.

BNB Price Technical Setup Hints at Further Gains

From a technical perspective, the BNB price is showing resilience. It is now consolidating above a key support level at $1,051. The immediate resistance to watch is $1,160. A decisive break above this ceiling could trigger a significant move toward the next major resistance zone around $1,320.

The bullish case is further supported by the broader crypto market recovery. Bitcoin’s hold above $111,000 and Ethereum’s push toward $4,000 have created a positive environment for major altcoins like BNB to prosper.

My Thoughts

The pardon was the definitive catalyst BNB needed. It transforms the narrative from “a token tied to a legally troubled founder” to “the core asset of a fully legitimized ecosystem.” This is more than a short-term pump; it’s a fundamental re-rating. With the regulatory cloud lifting and the technical structure improving, BNB is well-positioned to outperform. The path to $1,300+ is now clearly visible if broader market conditions remain supportive.

October 24, 2025 0 comment

Story

Bitcoin Hits $111.5K as Cool CPI Data Fuels Rally

by Ouess October 24, 2025

written by Ouess

The crypto market exploded upward on October 24, fueled by a highly anticipated economic report. Softer-than-expected CPI data sent Bitcoin soaring to $111,500, confirming that inflation is cooling in the United States. This positive surprise instantly boosted market sentiment and dramatically increased the odds of a Federal Reserve rate cut next week.

Consequently, the probability of a 25-basis-point rate cut at the October 29 Fed meeting surged to 99%. This dovish shift is a powerful tailwind for risk assets like cryptocurrency. As a result, major altcoins joined the party. Ethereum, XRP, and Binance Coin all posted solid gains between 3% and 5%.

Technical Outlook and Key Levels

The bullish CPI data provided the catalyst Bitcoin needed to bounce from the $110,000 support level. However, analysts warn the job isn’t finished yet. Crypto expert Ted Pillows identified the $113,000-$114,000 zone as the next critical resistance. A decisive break above this area would confirm a stronger bullish trend and open the path toward $114,000.

The report itself was a “rare exception” released during the government shutdown. It showed headline and core inflation both came in at 3.0%, slightly below forecasts. This confirmed that the disinflationary trend remains intact, giving the Fed room to ease monetary policy.

$BTC has reclaimed the $110,000 support level.

CPI data will be released today, and it'll decide the next move for Bitcoin.

I'm currently looking for BTC to reclaim the $113,000-$114,000 level for more upside.

But if this pump turns out to be a fakeout like the past ones,… pic.twitter.com/LuipNAVu0K
— Ted (@TedPillows) October 24, 2025

Whale Activity and Market Sentiment

Adding to the bullish setup, on-chain data revealed intriguing whale behavior. The famous “Trump Insider Whale,” known for a perfect trading record, reportedly opened $150 million in long positions ahead of the data release. This major bet suggests that sophisticated traders are positioning for a sustained upward move.

🚨 BREAKING

INSIDER WITH 100% WIN RATE JUST OPENED $150 MILLION LONGS AHEAD OF TRUMP'S SPEECH TODAY.

HE'S 10/10 ON TRADES – PERFECTLY PREDICTED EVERY PUMP AND DUMP OF $BTC AND $ETH

HE DEFINITELY KNOWS SOMETHING 👀 pic.twitter.com/MXDkki6BkS
— 0xNobler (@CryptoNobler) October 24, 2025

My Thoughts

This is the macro confirmation the market was desperately seeking. The clean CPI data print removes a major uncertainty and virtually guarantees a dovish Fed next week. The combination of cooling inflation, impending rate cuts, and bullish whale activity creates a perfect environment for a year-end rally. If Bitcoin can conquer the $114,000 wall, a run toward $120,000 seems likely.

October 24, 2025 0 comment

Altcoin

Robinhood & Coinbase BNB Listing

by Ouess October 22, 2025

written by Ouess

In a major industry shift, Binance Coin (BNB) has achieved a significant milestone. The BNB listing on both Robinhood and Coinbase breaks a long-standing unofficial rule in crypto. Previously, major exchanges largely avoided listing tokens from direct competitors. This move grants BNB unprecedented access to millions of new U.S. investors.

The news provided a immediate, though modest, boost to the price. BNB jumped from $1,054 to over $1,096 following the announcement. This occurred despite a broader market downturn. Consequently, the BNB listing helped the token outperform in a tough environment.

#BNB listed on @RobinhoodApp and Coinbase on the same day. https://t.co/RAgHB5C21m
— CZ 🔶 BNB (@cz_binance) October 22, 2025

BNB Listing A Win for Ecosystem Legitimacy

This BNB listing is a massive validation for the entire BNB Chain ecosystem. It signals that the token is now viewed as a core crypto asset, not just an exchange token. Furthermore, it comes just weeks after Binance founder CZ publicly called for more cross-exchange listings. He had noted that Binance already lists tokens from Coinbase’s Base network.

Moreover, I would urge Coinbase to list more @BNBChain projects. @Binance has listed several Base projects. Don't think Coinbase has listed a single @BNBChain project yet. And it's a more active chain.

Not a trade. Just recommending, given we are on the topic of being open,… https://t.co/16WkVUM6Om
— CZ 🔶 BNB (@cz_binance) October 16, 2025

The timing is also notable. BNB recently hit an all-time high of $1,370. This new accessibility on major U.S. platforms could provide fresh momentum for another run. If bullish sentiment strengthens, the next key resistance level sits around $1,110.

My Thoughts

This is a watershed moment for BNB. Gaining entry into the two most prominent U.S. retail platforms drastically improves its liquidity and investor base. It’s no longer just a “Binance token”—it’s a mainstream crypto asset. While the immediate price pop was small, the long-term implications for adoption and credibility are enormous. This could be the catalyst that helps BNB decouple from pure exchange token narratives.

October 22, 2025 0 comment

Story

Crypto Rally Fades as $662M Gets Liquidated

by Ouess October 22, 2025

written by Ouess

The crypto rally fades after a brief recovery, triggering $662M in liquidations despite strong ETF inflows. Market sentiment drops to “extreme fear” ahead of key economic data.

Crypto Rally Fades

A promising crypto rally fades almost as quickly as it began, leaving traders with heavy losses and renewed uncertainty. What started as a strong recovery on October 21—with Bitcoin surpassing $113,000 and Ethereum reclaiming $4,000—completely reversed course by the next morning. The failed breakout triggered a massive $653 million in liquidations, marking one of the largest single-day wipeouts this month.

The data reveals a market trapped between hope and fear. While prices tumbled, overall open interest actually increased slightly, suggesting new positions are still being opened despite the volatility. This conflicting signal shows traders remain engaged but deeply divided on the market’s next direction.

Sentiment Sours as ETF Flows Provide Hope

The sharp reversal crushed market morale. The Crypto Fear & Greed Index plunged nine points to 25, solidifying “extreme fear” among investors. The brief crypto rally fades demonstrated how quickly optimism can disappear in the current environment.

However, a crucial bright spot emerged beneath the surface. U.S. spot Bitcoin ETFs recorded $477 million in net inflows, decisively ending a four-day outflow streak. BlackRock’s IBIT led with $210 million, showing institutions used the dip to accumulate. Ethereum ETFs also saw $141 million return, suggesting smart money hasn’t abandoned the market.

Key Levels and What’s Next

As the crypto rally fades, critical support levels are being tested. Bitcoin now battles to hold $108,500 while Ethereum struggles at $3,850. All eyes turn to the October 24 U.S. inflation report and the Federal Reserve’s meeting later this month, which will heavily influence whether liquidity conditions improve.

The Altcoin Season Index’s modest rise to 29 offers a glimmer of hope—it suggests altcoins may be building relative strength against Bitcoin, potentially setting the stage for a broader recovery once stability returns.

My Thoughts

This was a classic “bull trap” that liquidated over-optimistic longs. The positive ETF flows are the real story here—institutions are clearly still interested at these levels. The market needs to consolidate and build a stronger base before the next sustained upward move. If inflation data comes in cool, we could see this failed rally quickly forgotten.

October 22, 2025 0 comment

DeFi

Jupiter Prediction Market Will Launch on Solana

by Ouess October 22, 2025

written by Ouess

Solana’s leading DEX aggregator is expanding into a exciting new territory. Jupiter has officially launched the beta version of its Jupiter prediction market, marking a significant move beyond simple token swaps. The first test market lets users bet on who will win this weekend’s Mexico Grand Prix, bringing real-world sports betting on-chain.

How the Jupiter Prediction Market Works

The new Jupiter prediction market functions similarly to established platforms like Polymarket. Users can trade YES or NO positions on specific outcomes—in this case, which Formula 1 driver will win the race. The prices fluctuate based on betting activity, and users can exit their positions anytime before the market resolves.

How does it work?

Every market has a series of choices where you can trade on either YES or NO.

The price of these positions change and you can sell them at any time before the market ends.

However, at the conclusion you’ll receive $1 per ‘correct’ position and $0 otherwise. pic.twitter.com/8srflbgtDV
— Jupiter (🐱, 🐐) (@JupiterExchange) October 22, 2025

For this initial beta, Max Verstappen leads the betting with 47.6% odds, followed by Lando Norris at 27.3%. The market has already seen over $52,000 in volume within hours of launching, showing strong early interest. The platform is powered by Kalshi, a regulated U.S. prediction market operator, providing crucial liquidity and legitimacy.

The Bigger Prediction Market Picture

This Jupiter prediction market launch enters a rapidly growing sector. According to DeFi Llama, prediction markets now hold $242 million in total value locked, with Polymarket dominating nearly 90% of the market. The space has generated over $422,000 in fees just this past week, proving there’s real demand for these services.

Prediction market Protocols Source : DeFiLlama

The timing is particularly interesting as Polymarket itself is reportedly preparing to launch a native token. However, sources suggest this might be delayed until after the platform makes its potential return to the U.S. market, three years after its regulatory exit in 2022.

My Thoughts

This is a massive step for Jupiter in becoming a comprehensive DeFi hub rather than just a swap aggregator. By integrating prediction markets, they’re tapping into a proven use case with strong user engagement. While Polymarket currently dominates, Jupiter’s massive existing user base could quickly make it a serious competitor. This could be the feature that keeps users within the Jupiter ecosystem for more than just token swaps.

October 22, 2025 0 comment

Altcoin

Ethereum ETF Inflows Stay Strong at $169M

by Ouess October 16, 2025

written by Ouess

The Ethereum market is sending mixed signals, but one thing is clear: institutions are still buying. Despite ETH price struggling to hold above $4,000, Ethereum ETF inflows remain powerfully strong. On Wednesday, these funds pulled in another $169 million, proving that big money sees current prices as a buying opportunity.

Strong Ethereum ETF Inflows Continue

BlackRock is leading the charge. Its iShares Ethereum Trust (ETHA) brought in a massive $163 million of the day’s total Ethereum ETF inflows. The fund also saw $1.4 billion in trading volume, showing serious institutional activity. This performance has pushed BlackRock’s Ethereum ETF into the top 15 out of over 4,400 ETFs in the U.S., a huge milestone for crypto.

This consistent demand comes after a rough start to the week that saw outflows. It seems institutions used the price dip to load up more, not pull out.

Institutions Are Backing Up Their Belief with Money

The faith isn’t just in ETFs. BitMine Immersion Technologies, chaired by Tom Lee, just made another huge move. They bought an additional 104,336 ETH, worth about $417 million, during the recent dip. This brings their total stash to a staggering 3.04 million ETH, making them the largest corporate holder of Ethereum by a wide margin.

It looks like Bitmine(@BitMNR) just bought another 104,336 $ETH($417M).

Over the past 7 hours, 3 new wallets received 104,336 $ETH($417M) from #Kraken and #BitGo.

Despite the crypto market crash, Tom Lee still predicts $ETH will hit $10K by year-end.https://t.co/KewyZ4cAeP… pic.twitter.com/Vn5b9ijP2Z
— Lookonchain (@lookonchain) October 16, 2025

Overall, public companies now hold about 4% of all Ethereum. Most of this was bought in the last few months, showing a sudden and strong wave of institutional adoption.

95% of all ETH held by public companies was purchased in the past quarter alone.

Watch this space.

Corporate ETH Adoption, Q3 2025 Edition pic.twitter.com/9hDARuo9vQ
— Bitwise (@BitwiseInvest) October 15, 2025

My Thoughts

This is a classic smart money vs. market sentiment story. While regular traders worry about the price, institutions are quietly accumulating billions of dollars worth of ETH. With 40% of the supply effectively locked up, this could be setting the stage for a massive supply shock. If the price breaks above $4,250, the resulting squeeze could be explosive.

October 16, 2025 0 comment

Altcoin

Top Money Market Tokenized Fund on BNB Chain

by Ouess October 15, 2025

written by Ouess

Big news for investors looking to bridge traditional finance and crypto. A top-ranked money market fund from the Asia-Pacific region is now available as a tokenized fund on the BNB Chain. This move by China Merchants Bank’s international arm brings a massive $3.8 billion pool of assets on-chain, making it easier for people to invest.

A New Kind of Tokenized Fund

The fund, ranked #1 in its category by Bloomberg, is now represented by tokens called CMBMINT and CMBIMINT. Instead of dealing with old-fashioned paperwork, accredited investors can now use regular money or stablecoins to buy into the fund. Thanks to a partnership with DigiFT, redemptions and settlements happen in real-time, which is a huge upgrade from the slow processes in traditional finance.

CMB International, a subsidiary of China Merchants Bank, has launched its $3.8B Money Market Fund on BNB Chain, represented by the CMBMINT and CMBIMINT tokens.

Here’s why this matters 🧵👇 pic.twitter.com/Cqw7uoqsX0
— BNB Chain (@BNBCHAIN) October 15, 2025

The fund itself is a safe and steady one. It mainly invests in short-term USD deposits and other high-quality, low-risk instruments. It’s been running since 2024 and has a history of consistent returns, making it a solid choice for those seeking stability.

Why This Matters for Crypto

This is a major step in the growing trend of bringing Real-World Assets (RWAs) onto the blockchain. BNB Chain is quickly becoming a go-to network for big financial institutions looking to tokenize their products. It follows similar moves by other giants like Franklin Templeton.

The plan doesn’t stop with just buying and holding the tokens. Soon, these tokenized fund shares will be integrated into DeFi platforms like Venus and ListaDAO. This means holders will be able to use them as collateral to borrow against or to craft more complex yield-generating strategies.

My Thoughts

This is a huge validation for the entire crypto space. When a respected, multi-billion dollar institution chooses to put a core product on-chain, it signals real trust in the technology. It blurs the line between traditional finance and DeFi, giving more people access to powerful investment tools. This is exactly how mass adoption happens.

October 15, 2025 0 comment

Altcoin

Whales Shorting Altcoins Ahead of Powell Speech

by Ouess October 14, 2025

written by Ouess

Crypto whales are positioning for potential turbulence as Federal Reserve Chair Jerome Powell prepares to deliver a crucial economic outlook speech today. Significant whales shorting altcoins have emerged across major derivatives platforms, revealing sophisticated traders are bracing for possible market weakness following Powell’s comments on monetary policy.

Whales Shorting Altcoins Ahead of Powell Speech

According to on-chain data from LookOnChain, several large traders have established substantial short positions totaling hundreds of millions of dollars. One particularly active whale, identified as 0x9eec9, currently holds $98 million in short positions across DOGE, ETH, PEPE, XRP, and ASTER. This trader has already recorded $31.8 million in realized profits from previous positions.

Meanwhile, another whale (0x9263) with $13.2 million in historical profits maintains $84 million in short positions targeting Solana and Bitcoin. Most notably, a Bitcoin OG whale has dramatically increased its BTC short position to $492 million, currently showing $9 million in floating profits. These coordinated moves suggest experienced traders anticipate potential downside following Powell’s remarks.

Besides the #BitcoinOG who made over $160M shorting $BTC and $ETH during the crash, two other whales with significant profits on #Hyperliquid are also heavily shorting the market.

Whale 0x9eec9 — with $31.8M in profit — currently holds $98M in shorts across $DOGE, $ETH, $PEPE,… pic.twitter.com/qZfJIbO6ba
— Lookonchain (@lookonchain) October 14, 2025

Market Context and Economic Concerns

Powell’s scheduled speech at the National Association for Business Economics meeting comes during heightened market sensitivity. Recent trade tensions between the U.S. and China have already triggered volatility, with Bitcoin declining 2.88% and Ethereum falling below $4,000. The Crypto Fear and Greed Index has plummeted to 27, its lowest level in six months.

Market analysts suggest whales shorting altcoins may be anticipating a “hawkish” tone from Powell that could delay expected rate cuts. Such a development would tighten liquidity and potentially pressure risk assets like cryptocurrencies. Lebanese-Australian entrepreneur Mario Nawfal specifically warned traders about potential “volatility” following the speech.

My Thoughts

These substantial short positions represent both hedging and speculative bets against Powell delivering hawkish commentary. While the positions are large, they also create potential squeeze scenarios if Powell strikes a more dovish tone than expected. Retail traders should prepare for volatility regardless of direction, as these whale positions will need to unwind eventually.

October 14, 2025 0 comment

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