Daily Note · 9 Jul: Rails Rebuilt, Demand Didn't
Infrastructure kept compounding - Swift's bank pilot, LayerZero's exodus to Chainlink CCIP - while Bitcoin ETF flows posted another net outflow and sentiment stayed pinned in extreme fear.
Articles tagged "Daily Note"
157 articles with this tag. View all articles →
Daily Note · 8 Jul: Selloff Overhang Meets Broken Ceasefire
A known supply overhang showed signs of finally clearing just as a fresh geopolitical shock reopened macro risk - and price fell either way.
Daily Note · 7 Jul: Rally Advances, Conviction Doesn't
BTC pushed toward $64.5K on July's 8.4% advance, but falling open interest and a Fear & Greed reading of 27 suggest the move is running on thin conviction rather than fresh commitment.
Daily Note · 6 Jul: Selling Into Strength
A known large holder increased its selling pace right as bitcoin reclaimed higher ground, while fear-driven sentiment lagged the price recovery entirely.
Daily Note · 5 Jul: Exchange Exit Meets Price Recovery
Bitcoin pushed back above $63,000 while Ethereum left exchanges at the fastest pace in three years - a bounce and a withdrawal, happening at the same time.
Daily Note · 4 Jul: Sentiment Still Underwater on Price
Bitcoin and XRP both extended relief rallies over the last 24 hours, but Fear & Greed barely moved off Extreme Fear - a gap between what price did and what holders believe.
Daily Note · 3 Jul: Whales Bought What ETFs Sold
Whale accumulation and ETF outflows moved in opposite directions this month, while fear and greed climbed without conviction behind it.
Daily Note · 2 Jul: Fear Priced Below the Bounce
BTC and SOL bounced hard on dovish Fed signals, but sentiment barely moved off Extreme Fear - a gap between what price did and what positioning believes.
Daily Note · 1 Jul: Sentiment Fled, Flows Split
Extreme Fear and record ETF outflows painted a broad retreat, but Aave's growth and altcoin fund inflows told a narrower, more selective story.
Daily Note · 30 Jun: Supply Overhang, Institutional Build
Bitcoin carried a $4.4 billion supply overhang into the last day of June as options traders paid up for downside protection - while New York Life moved quietly in the other direction, tokenizing high-yield bonds onchain.