Unhosted Weekly: Crypto MarketOverview #42

📤 The market has reduced the exchange balance by 14,908 bitcoins in the last 24 hours, leaving 2,887,826 BTC available

🔸 CEA Industries and 10X Capital with the support of YZi Labs announced a private placement of shares for $500 million, aiming to create the world's largest public company with a BNB treasury 

💸 Sequans acquired 755 bitcoins for $88.5 million 

In total, they bought 3072 BTC for $358.5 million  at an average price of $116,690 per coin

🖨 Today's billion USDT printed by Tether became the eighth billion in the last 25 days 

Tron accounts for $2 billion of this issuance, another $6 billion was issued for Ethereum 

🧮 How much could one Bitcoin cost, depending on the redistribution of global wealth

The whole world today is worth $454 trillion. Thus, Bitcoin today occupies a share of 0.5% ($2.35 trillion)

📉 PUMP is again worth less than a billion dollars 

From “ETH Is Dead” to “ETH Is Winning”—Key Moves to Make Right Now

A trader‑to‑trader recap of six frenetic weeks, distilled into what matters next and the trades that fit.

1. ETH’s Surprise Comeback: Why the Ratio Matters More Than the USD Price

What happened: While BTC moved sideways, ETH ripped ~21 % in a single week—its first decisive out‑performance since 2021. The ETH/BTC ratio bounced nearly 2× off its cycle low.

Actionable takeaway

2. The Exit Blueprint—Because Round‑Tripping Sucks

Once ETH breaks it

s USD all‑time high, sell 5 % of the bag each day until flat.

A more systematic variant:

1. Pre‑set trailing stops on 40 % of your ETH (e.g., 18 % below ATH).

2. Automate DCA‑out: 2 % daily into USDC once weekly RSI > 82.

3. Redirect the proceeds into 6–8‑week T‑Bills (5 %+) so idle cash earns.

3. ETH = Wall Street’s Token, SOL = Silicon Valley’s—Play Both

The new narrative: TradFi treasuries are mothballing ETH; builders & degen retail still prefer Solana.

4. Treasury‑Stock Hype: Friend or Future Rug?

MicroStrategy copy‑cats are popping up everywhere. Remember: a premium to NAV is optionality for them, not for you.

Red‑flag checklist before touching any “Treasury Co.”

• Premium > 30 %? → Pass.

• Locked insiders unlock inside six months? → Pass.

• No transparent BTC/ETH custody attestations? → Pass.

Safer angle: Sell covered calls on $MSTR or high‑premium peers; use income to DCA hard spot.

5. Pump.Fun ICO Autopsy—Why Price Dumped & When it Could 2×

Setup: $4 bn raised at $0.04; instant 25 % pop; buybacks started at $0.07 then cooled.

Why it bled back to $0.024

1. All megachecks got instant liquidity—funds clipped 30‑50 % and de‑risked.

2. Retail expected a “free 5×”; sold when flat.

3. Buyback wallet paused = no marginal bid.

How to trade it now

• Support appears right bellow ICO price around 0.02 —team can’t let it break lower psychologically so for riskier traders soon could be a good time to LONG.

• Track the on‑chain buy‑back wallet: when balance ticks up, front‑run it with tight stops.

• Target: first sustained close > $0.040 = path to $0.10 – 0.12 (10 bn FDV) on momentum.

6. Core Bitcoin Stack—Why 25‑40 % in “Boarish” BTC Still Wins

Even the ETH bulls agree: the simplest asymmetric trade today is still holding a non‑trivial BTC core.

Execution tips

• Auto‑buy every Friday via strike‑price orders 3 % below spot—catch shake‑outs.

• Lend BTC on institutional desks only if collateralized ≥ 120 %, rate ≥ 6 %.

• Never pledge the core stack as margin: if you want leverage, use perps separately.

7. Wild‑Card Watchlist

1. AI‑Backed Stables – tax‑advantaged GPU yields funnelled into on‑chain money markets (early ticker: $FP).

2. Proof‑of‑Logits Chains – mining blocks by serving AI inference (keep an eye on $Bittensor fork rumours).

3. Reg‑Lite ETF Jurisdictions – tiny exchanges listing 2× XRP, DOGE or SOL ETFs can front‑run US approval—liquidity bumps follow.

Bottom Line

Momentum, fiscal tail‑winds and raw attention favour higher first, answers later. Rotate methodically (BTC → ETH → large caps), harvest into strength, and—above all—pre‑script exit rules today so euphoria doesn’t write them for you tomorrow.

Want to get the real alpha? Subscribe to our pro newsletter —> here 

Subscribe to Premium Newsletter to read the rest.