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Joined December 2017
SUI adds Cetus AI tools and Samsung access – Why is capital leaving?
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Q3 had a strange setup: oil rose nearly 40% on U.S.-Iran tension, and #Bitcoin rose 42% anyway. That correlation break drove the BTC/XAU ratio up over 37% — its largest quarterly gain since Q4 2024. 🧵
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The positioning is already shifting: • Retail inflows to BTC nearly doubled from $5.5B to $10.75B • Whale inflows to Binance fell from $5.9B in late August to $3.8B • The Fed is injecting $1.827B next week Retail is moving coins onto exchanges; whales aren't in a rush.
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Zoom out, and BTC (-7.3%) and gold (-7.5%) are the two worst-performing major assets this year. If the Q3 divergence doesn't repeat, the macro-hedge narrative cracks. Read more: ambcrypto.com/bitcoin-vs-gol… Does BTC repeat the Q3 divergence, or does the hedge thesis break? 👇
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Bloom Trading users lost ~$947K after an attacker drained 9,408 SOL from 49 #Solana wallets on October 26. The largest single wallet hit took 1,636 SOL (~$166K). 🧵
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What Bloom confirmed: • 49 addresses affected, belonging to just nine users • The cause was an exploited third-party module enabling remote code execution • No private keys were compromised • Unaffected wallets are safe
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Bloom has promised 100% reimbursement directly to secure wallets designated by the affected users, and tracing is underway with possible fund freezes. No timeline for when compensation lands. Full breakdown here: ambcrypto.com/bloom-trading-…
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The U.S. pulled back its Iran threat, and the market flipped. #Bitcoin is holding above $80K, Brent crude dropped over 2% from near $120, and rate hike odds fell 0.6%. The $75K calls are looking too bearish. 🧵
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But the on-chain data doesn't confirm it. The Fear & Greed Index is at 50 - its lowest since mid-September, when BTC was around $75K. The Coinbase Premium Gap hit a five-month low of -$118, meaning that U.S. investors aren't bidding.
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The liquidity map is lopsided: over $10B stacked around $85K versus just over $3B below $80K. A break above $85K could trigger a massive short squeeze - but without Spot demand, the relief rally may trap late buyers first. Full breakdown here: ambcrypto.com/bitcoin-holds-…
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