Forwarded from unfolded.
Global perps open interest reached a new all-time high of $125.51B, surpassing the previous yearly peaks.
Altcoins (ETH plus others) have climbed to their highest share in over a year.
ETH alone holds 34.35%, while the combined altcoin share has risen above 55%, marking a notable structural shift in positioning — link | AI comment
Altcoins (ETH plus others) have climbed to their highest share in over a year.
ETH alone holds 34.35%, while the combined altcoin share has risen above 55%, marking a notable structural shift in positioning — link | AI comment
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Forwarded from Crypto Narratives
I have yet to find a crypto native who predicted that tradfi would go crazy over $ETH during the summer and buy $20bn+ worth of it in 2 months
"Slow summer", "seasonality", "anal August", "$ETH will never trade above $2500 again"...
The sentiment of CT is becoming less and less relevant over time for price moves
If boomers want to buy more $ETH, it will keep going up, simple as that
"Slow summer", "seasonality", "anal August", "$ETH will never trade above $2500 again"...
The sentiment of CT is becoming less and less relevant over time for price moves
If boomers want to buy more $ETH, it will keep going up, simple as that
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Forwarded from Market Metrics
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Crypto Mumbles
https://x.com/Globalflows/status/1958535521304715385
don’t think we cut
and that’s a good thing
and that’s a good thing
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The Kobeissi Letter
BREAKING: The odds of the Fed NOT cutting rates in September 2025 rise to 34%, the highest since August 1st, per Kalshi. https://t.co/LF4bGtCoQD (@TheKobeissiLetter)
🧵 Thread • FxTwitter
Tom (@TradingThomas3)
September rate cut odds have plunged to 57% on Polymarket over the past few days—did Powell’s speech leak?
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