Bit_boy

⚡️FIDELITY’S BUBBLE WATCH IS FLASHING DOT-COM PARALLELS FOR AI
Fidelity’s Jurrien Timmer says the current AI rally is tracking almost exactly like the internet boom 27 years ago.
The IIX internet index bottomed in 1996 before peaking in 1999 during its final blow-off phase. Similarly, the GS datacenter basket bottomed in April 2025, with the chart now pointing towards another sharp late-stage rally.

JUST IN: 🇵🇰Pakistan just secured a fresh $1.32 BILLION IMF tranche.
The package includes ~$1.1B under the Extended Fund Facility and ~$220M under the Resilience and Sustainability Facility.
Total disbursements under both arrangements now reach ~$4.8B.
Pakistan's central bank’s reserves are set to cross $17B after the inflow.

🚨 AAVE GETS GREEN LIGHT TO MOVE FROZEN $71M ETH
A U.S. judge has cleared the way for Aave to transfer $71M in frozen $ETH after the rsETH exploit.
The ruling allows an on-chain vote to move the ETH from Arbitrum to an Aave-controlled wallet without participants violating the legal freeze.
The ruling helps Aave push forward with its recovery plan while preserving victims’ claims against North Korea-linked assets.
$ETH

⚡️RIPPLE RANKS TOP 10 IN UNICORN INDEX
Ripple ranked 6th in the Prime Unicorn Index with a valuation above $26B, making it the only crypto company in the top tier of private firms.
The index tracks U.S. private companies valued above $1B, including SpaceX, OpenAI, and Anthropic.

🚨BITCOIN TRADERS SITTING ON LARGE PROFITS
BTC traders now hold their highest unrealized profits since June 2025, per CryptoQuant.
Historically, elevated profit levels increase the risk of corrections as traders begin locking in gains.
Similar setups during past bear market rallies often aligned with local tops and rising distribution pressure.

🚨TETHER FREEZES OVER $514M IN USDT
Tether froze more than $514M worth of $USDT across 370 wallet addresses on Tron and Ethereum over the past 30 days.

🚨LATEST: The 30-year Treasury yield just hit 5%.
The 10-year is at 4.40%+, now exceeding the S&P 500's earnings yield by 90 basis points.
This is the second deepest negative equity risk premium in 23 years!
Stocks at record highs. Bonds are screaming rotate to risk-free yield.
Yet history shows the worst equity risk premiums has preceded the best returns.

🚨BTC SHOULD SURGE TO 88.88K AND HOLD
“The bottom is in” narrative is growing, but confirmation may require more.
CryptoQuant analyst says BTC needs to reclaim and hold above $88.88K, not just wick through it.
A sustained move above that level could put recent buyers back in profit and reduce sell pressure.
$BTC

🔥INITIAL JOBLESS CLAIMS IS OUT!
U.S. unemployment print comes in lower than expected.
Actual: 200,000
Expected: 206,000 | Previous: 189,000

🚨JUST IN: Japan's Nikkei 225 crosses 62,000 for the first time in history.
Up over 4% in a single session.
Tech and Finance stocks leading with SoftBank gaining 12%.
Asian markets are now pricing in a US-Iran deal before it's even signed.

🚨TONCOIN SURGES 36% ON TELEGRAM SHIFT
TON is outperforming the market after Pavel Durov said Telegram will take over as the main driver of the ecosystem.
$TON has rallied more than 36% in the past 24 hours, hitting a four-month high of $1.80.
Markets are now repricing TON as a Telegram-led chain, not just a foundation-backed project.

🚨TODAY: FEAR & GREED HITS NEUTRAL
The index now sits at 50, signaling a reset in market sentiment. No longer under fear territory.
Markets are at a key inflection point.

🚨JUST IN: ANTHROPIC TARGETS WALL STREET WITH AI
Anthropic has launched AI agents for financial firms as it pushes deeper into enterprise ahead of a potential IPO.
It also unveiled a $1.5B joint venture with Wall Street partners to sell AI tools to companies, including private equity-backed firms, per WSJ.

🚨U.S. TREASURY RAISES BORROWING FORECAST
Q2 borrowing is now seen at $189B, up $79B from prior estimates.
Q3 is projected to reach $671B as funding needs rise, with debt nearing $39T.
Higher issuance could pressure yields and tighten liquidity.
#USSeeksStrategicBitcoinReserve #WCTCTradingKingPK

🚨BLACKROCK’S EUROPEAN BITCOIN ETP TOPS $1.1B AUM
BlackRock’s iShares Bitcoin ETP $IB1T now holds about 4,200 $BTC as assets surpassed $1.1 BILLION.
The fund launched in March 2025 and trades across major European exchanges, expanding BlackRock’s crypto footprint in the EU.

🚨MOST TRADERS LOSE ON PREDICTION MARKETS
A WSJ analysis found 67% of profits go to just 0.1% of accounts on Polymarket, with fewer than 2,000 users capturing nearly $500M.
The data suggests a small group of algorithmic traders dominates the majority of gains.

JUST IN: 🇦🇪 UAE says exiting OPEC and OPEC+ is not an attack on anyone.
ADNOC CEO Sultan Al Jaber says the decision is not directed against anyone, but serves the UAE’s national interests.

🇺🇸 THIS WEEK IS LOADED FOR MARKETS
10 economic data are confirmed to be released this week.
TUE: Job openings, New Home Sales, ISM Services
WED: ADP employment
THU: Jobless claims, Consumer credit
FRI: unemployment, NFP, wages, and consumer sentiment
On top of that, 11 Fed officials are set to speak.
Volatility is coming.