Shenron1226

BITCOIN JUST ENTERED DEEP VALUE
The Power Law Divergence indicator just hit -95.
That means $BTC is trading far below its long-term trend. Historically, readings this low have only happened during major capitulation phases.
The last time we saw this after an ATH was November 2022.
This doesn’t guarantee an immediate bounce. But levels like this have typically marked periods where downside risk was becoming limited relative to upside potential.
Right now, #Bitcoin is statistically stretched to the downside. That’s what the data says.

🔥 NEW: $140B Stripe introduces x402 on Base, enabling direct $USDC payments from AI agents.

⚡️ INSIGHT: Ethereum’s staking ratio surpasses 30%, setting a new all-time high, per Token Terminal.

Regulatory clarity = Plume victory.
Analysis from Feb 10 confirms the CFTC now allows tokenized cash as margin.
The infrastructure Plume built for institutional RWAs just became the market standard.

Gold inventories at the Shanghai Futures Exchange vaults are skyrocketing:
Deliverable gold in the Shanghai Futures Exchange, measured by warehouse warrants, is up to a record 104 tonnes.
Warehouse warrants represent physical gold stored in approved exchange vaults that can be held, transferred, or used as collateral.
Warrants have risen more than 500% since mid-2025.
By comparison, until Q2 2024, warehouse gold warrants had not exceeded 5 tonnes for years.
This comes as Chinese demand for physical gold has soared to unprecedented levels.
Physical gold demand in China is exploding.

📊 UPDATE: Entry to the top 15 corporate Bitcoin treasuries now requires 7,500 $BTC, tightening competition for the 21M supply asset.

The Chinese Yuan has strengthened to 6.91 against the US Dollar, the strongest since May 2023.
The Yuan is now on track for its 7th consecutive monthly gain, the longest streak since 2020-2021, up+5% since 2025.
It has also been the 3rd-best-performing currency in Asia since September.
The most recent move comes after Chinese regulators advised banks to limit purchases of US Treasuries and instructed those with high exposure to pare down positions.
China is benefiting from the US Dollar's weakness.

⚡️ UPDATE: FinChain, backed by Fosun Wealth, launches FUSD on Avalanche, an RWA-backed stablecoin offering native yield.

JUST IN: JAILED SBF SEEKS NEW TRIAL, ACCUSES DOJ OF WITHHOLDING EVIDENCE
Jailed former FTX CEO Sam Bankman-Fried has filed a pro se motion seeking a new trial, alleging DOJ misconduct and evidence suppression.
The filing also calls for the recusal of Judge Lewis Kaplan, who presided over his 2023 trial that resulted in convictions on all 7 fraud counts and a 25-year sentence.
Bankman-fried’s prior appeal is still pending while he continues to seek a Presidential pardon.

Tether burns $3.5 BILLION tokens as a massive amount is redeemed last night.

JUMP TRADING TO STAKE IN PREDICTION MARKETS
Jump Trading will receive equity stakes in Kalshi and Polymarket in exchange for providing liquidity.
Jump’s Kalshi stake is fixed, while its Polymarket stake scales up over time based on how much trading capacity it brings to U.S. markets.

Silver inventories on the Shanghai Futures Exchange are collapsing:
Shanghai's Silver available for delivery is down to just 350 tonnes, the lowest since 2015.
This marks a -88% decline from the ~3,000 tonne peak seen in January 2021.
This tightness has been exacerbated by heavy silver exports from China to London in 2025, which alleviated the global physical squeeze but depleted local stocks even further.
The physical silver market has rarely been this tight.

Alphabet is on a borrowing spree as it seeks to finance the unprecedented spending plan behind its AI ambitions.
The Google parent raised $20 billion in its biggest ever US dollar bond sale on Monday, and has plans to debut deals in Switzerland and the UK – including a rare sale of 100-year bonds

The charts are definitely screaming rotation, but the macro reality is keeping a lid on the explosion for now.
BTC Dominance (BTC.D) is sitting at 57.0%, right at that "Point 2" inflection zone in the chat . Technically, it looks like a textbook lower high below the 65% resistance trendline. Historically, this is where the baton passes to alts, but this cycle has a few extra hurdles.
1. The Liquidity Problem
The "altcoins underperformed" this post is spot on. We're currently in a contracting liquidity environment with the Fed shrinking its balance sheet by $53B a month. In previous cycles, alt

🚨 NEW: XRP loses aggregate holder cost basis triggering panic selling as SOPR drops from 1.16 to 0.96, mirroring September 2021-May 2022 consolidation phase, per glassnode.

🚨Sushi Goes Live on Solana 🍣
SushiSwap has officially launched on Solana, marking its long-awaited expansion to the ecosystem. Powered by JupiterExchange’s Ultra API, users can now seamlessly swap tokens on Solana directly from Sushi.

MASSIVE:
Visa is now settling stablecoin transactions on Ethereum.
One of the world’s largest payment networks is quietly upgrading its rails.
Finance is going on-chain by necessity.