confidence – Earlybirds Invest https://earlybirdsinvest.com Latest Crypto News Sat, 13 Sep 2025 09:12:36 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.7 https://i0.wp.com/earlybirdsinvest.com/wp-content/uploads/2024/12/cropped-New-Project-2024-12-17T235703.455.png?fit=32%2C32&ssl=1 confidence – Earlybirds Invest https://earlybirdsinvest.com 32 32 240146708 Spot BTC ETFs attract $642M, ETH adds $406M amid ‘rising confidence’ https://earlybirdsinvest.com/spot-btc-etfs-attract-642m-eth-adds-406m-amid-rising-confidence/ https://earlybirdsinvest.com/spot-btc-etfs-attract-642m-eth-adds-406m-amid-rising-confidence/#respond Sat, 13 Sep 2025 09:12:35 +0000 https://earlybirdsinvest.com/spot-btc-etfs-attract-642m-eth-adds-406m-amid-rising-confidence/

Spot Bitcoin and Ether ETFs are seeing renewed inflows as institutional appetite for crypto exposure continues to build.

On Friday, spot Bitcoin (BTC) ETFs recorded $642.35 million in net inflows, marking the fifth straight day of gains, according to data from SoSoValue. This pushed cumulative net inflows to $56.83 billion, with total net assets now standing at $153.18 billion, roughly 6.62% of Bitcoin’s total market cap.

Fidelity’s FBTC led the day with $315.18 million in fresh capital, while BlackRock’s IBIT followed with $264.71 million. Trading volumes across all spot Bitcoin ETFs topped $3.89 billion, signaling robust activity and growing institutional positioning. Market leaders like IBIT and FBTC posted daily gains of over 2%.

The uptick comes after a quieter start to the month, suggesting a shift in sentiment as macroeconomic conditions stabilize and the crypto market shows signs of strength. In total, Bitcoin spot ETFs saw $2.34 billion in cumulative net inflows over the past five days.

Spot Bitcoin ETFs see inflows. Source: SoSoValue

Related: Ether ETF inflows, explained: What they mean for traders

Ether ETFs attract $405 million

Spot Ether (ETH) ETFs mirrored the bullish momentum, pulling in $405.55 million in daily net inflows on the same day, their fourth consecutive day of gains. Total Ether ETF inflows have now reached $13.36 billion, with net assets at $30.35 billion.

On Friday, BlackRock’s ETHA brought in $165.56 million, while Fidelity’s FETH was close behind at $168.23 million. ETHA alone saw $1.86 billion in value traded on the day, reflecting rising activity in Ethereum-based products.

“Bitcoin and Ethereum spot ETFs keep seeing strong inflows, showing rising institutional confidence,” Vincent Liu, chief investment officer of the Taiwan-based company Kronos Research, told Cointelegraph.

“If macro conditions hold, this surge could strengthen liquidity and drive momentum for both assets,” Liu added.

Related: Spot Bitcoin ETFs see strong demand as crypto market tops $4T again

BlackRock eyes ETF tokenization

BlackRock is reportedly exploring the tokenization of ETFs on blockchain networks, following the success of its spot Bitcoin ETFs. The asset management giant is particularly interested in tokenizing funds tied to real-world assets (RWA), though regulatory challenges remain a key hurdle.

Tokenized ETFs could offer new functionality such as 24/7 trading and integration into decentralized finance (DeFi) ecosystems.

Magazine: Can Robinhood or Kraken’s tokenized stocks ever be truly decentralized?

]]> https://earlybirdsinvest.com/spot-btc-etfs-attract-642m-eth-adds-406m-amid-rising-confidence/feed/ 0 58201 Solana soars past $200 as institutional confidence boosts crypto momentum https://earlybirdsinvest.com/solana-soars-past-200-as-institutional-confidence-boosts-crypto-momentum/ https://earlybirdsinvest.com/solana-soars-past-200-as-institutional-confidence-boosts-crypto-momentum/#respond Wed, 13 Aug 2025 13:28:47 +0000 https://earlybirdsinvest.com/solana-soars-past-200-as-institutional-confidence-boosts-crypto-momentum/

Solana (SOL) has reclaimed the $200 mark after falling to around $155 in late July, following the renewed interest in the market amid the ongoing altcoin season rally.

According to CryptoSlate’s data, the digital asset rose by more than 14% in the last 24 hours from $175 to as high as $202 as of press time.

The rally pushed the network’s market capitalization above $100 billion, signalling the renewed investor confidence the digital asset had drawn.

Market sentiments around Solana remain largely bullish, with crypto bettors on Polymarket expecting further price increases.

According to the platform’s data, around 84% of participants expect SOL to hit $210, while 43% believe the token could set a new all-time high before the end of 2025.

DeFi TVL rises

Meanwhile, Solana’s decentralized finance ecosystem is also experiencing significant growth.

Data from DeFiLlama shows that total value locked (TVL) in SOL terms hit more than 58 million tokens this week, marking the highest level in over three years.

Moreover, the dollar value of assets locked on the network has exceeded $11 billion for the second time this year, a milestone last reached in January.

At the same time, Solana’s decentralized exchange (DEX) activity has also maintained its lead over Ethereum for ten consecutive months.

Solana treasury companies

In addition to the current market trends, institutional activity appears to be supporting Solana’s gains.

As of the end of July, CoinGecko reported that Upexi, Inc. has emerged as the largest publicly traded holder of Solana, with 1.9 million SOL acquired at an average price of $168.63. These holdings are currently valued at $319.5 million.

Close behind is DeFi Developments Corp, which owns 1.18 million SOL purchased at an average of $137.07, now worth $198.9 million. This reflects an unrealized profit of approximately $36.8 million.

In addition, Toronto-based SOL Strategies holds 392,667 SOL, bought at an average of $158.12, representing an unrealized gain of about $3.9 million. Torrent Capital, while maintaining a smaller position of 40,039 SOL acquired at $161.84, is also in profit by roughly $200,000.

In total, these four firms collectively control over 3.5 million SOL, with a combined market value exceeding $591 million.

This represents about 0.65% of the circulating supply, underlining the growing appetite among publicly listed companies for Solana exposure and highlighting increasing institutional confidence in the asset’s long-term potential.

Solana Market Data

At the time of press 1:34 pm UTC on Aug. 13, 2025, Solana is ranked #6 by market cap and the price is up 14.57% over the past 24 hours. Solana has a market capitalization of $108.96 billion with a 24-hour trading volume of $12.96 billion. Learn more about Solana ›

Crypto Market Summary

At the time of press 1:34 pm UTC on Aug. 13, 2025, the total crypto market is valued at at $4.11 trillion with a 24-hour volume of $233.12 billion. Bitcoin dominance is currently at 58.39%. Learn more about the crypto market ›

Mentioned in this article
]]>
https://earlybirdsinvest.com/solana-soars-past-200-as-institutional-confidence-boosts-crypto-momentum/feed/ 0 52990
AMD's New AI Chips Just Got a Huge Vote of Confidence From Sam Altman https://earlybirdsinvest.com/amds-new-ai-chips-just-got-a-huge-vote-of-confidence-from-sam-altman/ https://earlybirdsinvest.com/amds-new-ai-chips-just-got-a-huge-vote-of-confidence-from-sam-altman/#respond Wed, 25 Jun 2025 17:40:30 +0000 https://earlybirdsinvest.com/amds-new-ai-chips-just-got-a-huge-vote-of-confidence-from-sam-altman/

You can see it from the stock price: Not a lot of people are taking Advanced Micro Devices (AMD 3.35%) seriously right now as a competitor to its much larger rival, Nvidia. Even though many stocks involved in artificial intelligence (AI) have been hot buys, Advanced Micro Devices, also known as AMD, has been lagging behind.

Over the past 12 months, shares of AMD are down 20%, while Nvidia’s have risen by around 14% (as of June 23). And if you stretch out the time frame even further, the difference becomes wider.

AMD was a bit late in launching AI accelerators, but it may finally be closing the hardware performance gap and possibly even catching up to Nvidia. It recently announced its latest AI chips, and one person who is excited about them is none other than OpenAI CEO Sam Altman.

Image of an artificial intelligence chip.

Image source: Getty Images.

Altman is a fan and will be a buyer of the new chips

AMD CEO Lisa Su unveiled the Instinct MI400 line of chips a few weeks ago. They’ll start shipping to customers next year. The chips can be tied together in a rack solution called “Helios,” which Su says “functions like a single, massive compute engine.” OpenAI, the company behind ChatGPT, will use the new chips, and Altman is excited about their potential. “It’s gonna be an amazing thing.”

The hope at AMD is that these new chips will take some market share from Nvidia, which has been far and away the leading AI chipmaker in the market thus far. With the MI400s earning a favorable endorsement from Altman, and considering AMD’s plans to price them aggressively, faster growth could be ahead for the chipmaker.

AMD’s growth rate has already been improving

In recent quarters, AMD’s results have been looking better and its growth rate has started to accelerate again.

AMD Operating Revenue (Quarterly YoY Growth) Chart

AMD Operating Revenue (Quarterly YoY Growth) data by YCharts.

If its growth rate can remain strong, that could attract the types of AI investors who are specifically seeking out riskier stocks with lots of upside potential. AMD’s valuation of $210 billion is just a fraction of Nvidia’s $3.5 billion market cap. But while Nvidia has been a beast in the AI sphere, investors today may be wondering just how much higher it can go given that it’s already among the three most valuable companies in the world. This is where AMD may be a more compelling option.

However, for AMD to win over investors, it will need to not only grow its sales but its bottom line as well; currently, the stock trades at more than 90 times its trailing earnings, and even its forward earnings multiple (based on analysts’ consensus estimates) is 34, which is still a bit high. The S&P 500‘s forward price-to-earnings ratio is 23.

Setting prices for its AI chips at aggressively low levels could help them win market share, but it may also hurt AMD’s margins, which is why it will be imperative for investors to pay close attention to AMD’s gross margins to see if they are declining as it rolls out its newest chips.

Is AMD stock a buy right now?

Shares of AMD have been rallying over the past few months, and the business has a lot of potential to rise in value over the years. By working closely with Altman and the OpenAI team, and gaining feedback on its chips, AMD can ensure that its products meet the needs of key customers and hyperscalers.

AMD looks like a good stock to buy right now as its growth rate has been improving, and the best may still be to come as it starts rolling out its Instinct MI400 chips. Although its margins may take a hit in the near term, proving that its chips can be formidable alternatives to Nvidia’s chips will arguably be much more important to AMD in the long run.

David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy.

]]>
https://earlybirdsinvest.com/amds-new-ai-chips-just-got-a-huge-vote-of-confidence-from-sam-altman/feed/ 0 44079
Bitfinex alpha | Waiting for confidence https://earlybirdsinvest.com/bitfinex-alpha-waiting-for-confidence/ https://earlybirdsinvest.com/bitfinex-alpha-waiting-for-confidence/#respond Wed, 25 Jun 2025 03:02:11 +0000 https://earlybirdsinvest.com/bitfinex-alpha-waiting-for-confidence/

Bitfinex alpha | Waiting for confidence

Bitcoin extended its decline from its all-time high of $109,590 on January 20th, dropping to a low of $77,041 last week. This is a 29.7% retreat, indicating the second deepest correction of this bull cycle. The historic bull market has often seen a 30% pullback before reopening the uptrend, but the current cycle was previously defined by shallow declines, primarily due to institutional adoption and ETF-driven demand. The ongoing spill from the US Spot Bitcoin ETFS, which totaled last week to $921.4 million, suggests that facility buyers have not yet returned with enough strength to counter sales pressure.

Figure: Bitcoin capital flows by short-term holders from various cohorts. (Source: GlassNode)

Short-term holders also continue to face net unrealized losses, exacerbating selling pressure. These investors, especially those who have purchased within the last 7-30 days, are often the most susceptible to surrender. Historically, slower fresh capital inflows and changing cost-based trends indicate weaker demand environments. This trend is becoming more and more evident as Bitcoin struggles to surpass key levels. Bitcoin risks extending integration without the need for new buyers to intervene. Or it becomes even more downsided as the weaker hands continue to finish their position.

An important factor to look at is whether long-term holders or institutional demand re-emerges at these lower levels. As deeper out-of-pocket investors begin to absorb supply, they could indicate a shiftback to accumulation, stabilizing price action and reverse emotions.

Additionally, the US economy is at an intersection, resilient yet cooled labor markets, and inflation is easing, but consumer reliability is declining. Inflation remained curbed in February, and lower airline fares and gas prices offset increased housing costs, but supply chain disruptions and tariff-related pressures could increase prices in the coming months. Job openings rose in January, and layoffs collided with seven months of stability, resulting in stability. However, employment shortages are on the rise, and trade uncertainty, particularly new tariffs on major imports, put a focus on business sentiment. Consumer trust has plunged to its lowest level in more than two years, with inflation expectations rising rapidly, and economic uncertainty has weakened both household and business outlook. As trade policy and inflation risks unfold, the Federal Reserve response is important in determining whether the economy will become more stable or weaker.

University of Michigan Consumer Sentiment (Source: McLulmicro, Michigan)

In the development of the cryptocurrency market last week, CBOE BZX Exchange proposed staking the loyal Ethereum Fund. This will promote greater ETF inflows when yields reaching 3-4% per year. Meanwhile, the Thai SEC has approved USDT and USDC to trade on authorized exchanges, setting regulatory precedents that could affect global Stablecoin policies. In the US, Sen. Cynthia Ramis aims to reintroduce Bitcoin Act to establish strategic Bitcoin reserves to enhance financial security, but face resistance from banking institutions and the Federal Reserve. Meanwhile, Strategy™ announced $21 billion in equity to expand its Bitcoin holdings, strengthening institutional interest and attracting regulatory attention. These developments highlight the increased integration of cryptographic integration, which has a lasting impact on the market, highlighting an increase in integration into traditional finance.

]]> https://earlybirdsinvest.com/bitfinex-alpha-waiting-for-confidence/feed/ 0 43958 US DOJ Files Civil Forfeiture Complaint Against $225,300,000 in Digital Assets Allegedly Obtained Through Crypto Confidence Scam https://earlybirdsinvest.com/us-doj-files-civil-forfeiture-complaint-against-225300000-in-digital-assets-allegedly-obtained-through-crypto-confidence-scam/ https://earlybirdsinvest.com/us-doj-files-civil-forfeiture-complaint-against-225300000-in-digital-assets-allegedly-obtained-through-crypto-confidence-scam/#respond Thu, 19 Jun 2025 22:26:08 +0000 https://earlybirdsinvest.com/us-doj-files-civil-forfeiture-complaint-against-225300000-in-digital-assets-allegedly-obtained-through-crypto-confidence-scam/

The U.S. Department of Justice (DOJ) is filing a civil forfeiture complaint against over $225 million in crypto.

According to a new DOJ press release, the funds are connected to a crypto confidence scam, laundering and theft scheme.

A civil forfeiture is a legal complaint that targets property – in this case, crypto – that was either obtained illegally or used to commit a crime. The DOJ’s complaint was filed in the U.S. District Court for the District of Columbia, and if the court agrees with the filing, the DOJ will likely have the go-ahead to seize the funds.

The crypto confidence scam, often called a pig butchering scheme, allegedly took the funds of over 400 victims who thought they were investing in cryptocurrencies. The stolen funds were then transferred across wallets and blockchains to obfuscate their origin.

Says DOJ Criminal Division head Matthew R. Galeotti,

“Today’s civil forfeiture complaint is the latest action taken by the Department to protect the American public from fraudsters specializing in cryptocurrency-based scams, and it will not be the last.

These schemes harm American victims, costing them billions of dollars every year, and undermine faith in the cryptocurrency ecosystem. Our investigators and prosecutors are relentlessly pursuing these scammers and their ill-gotten gains, and we will relentlessly pursue recovery of victim funds.”

According to Chainalysis, these types of crypto scams were also the most lucrative for fraudsters in 2024.

Follow us on X, Facebook and Telegram

Don’t Miss a Beat – Subscribe to get email alerts delivered directly to your inbox

Check Price Action

Surf The Daily Hodl Mix

&nbsp

Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

Featured Image: Shutterstock/Pavel Chagochkin/WindAwake

]]>
https://earlybirdsinvest.com/us-doj-files-civil-forfeiture-complaint-against-225300000-in-digital-assets-allegedly-obtained-through-crypto-confidence-scam/feed/ 0 42995
Tesla Maintains $1.25 Billion In Bitcoin Holdings, Signaling Continued Confidence https://earlybirdsinvest.com/tesla-maintains-1-25-billion-in-bitcoin-holdings-signaling-continued-confidence/ https://earlybirdsinvest.com/tesla-maintains-1-25-billion-in-bitcoin-holdings-signaling-continued-confidence/#respond Sat, 24 May 2025 17:10:48 +0000 https://earlybirdsinvest.com/tesla-maintains-1-25-billion-in-bitcoin-holdings-signaling-continued-confidence/

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

Tesla Inc. still owns about 11,900 BTC. At today’s rate of $108,929.10 per coin, that stash is worth roughly $1.257 billion. According to on-chain data shared by Arkham Intelligence on X, the electric car maker hasn’t budged from its HODL stance since its first big buy in Q1 2021.

Tesla’s Bitcoin Holdings Confirmed

Based on reports, Tesla keeps its coins with Coinbase Prime Custody. The move underlines the firm’s comfort with holding large amounts of Bitcoin.

A drop of 1% in the last 24 hours hasn’t prompted any sell-off. Back in 2021, Tesla spent $1.5 billion to buy Bitcoin. It later sold slices worth about $1.2 billion, but never fully cashed out.

Corporate Buyers Step In

More firms are piling into Bitcoin, and they’re buying at scale. Strategy Inc., led by Michael Saylor, holds 576,230 BTC after adding 7,390 coins for $765 million.

That move sent its stock over $400. A tech outfit trading under ticker 3350.T has 7,800 BTC on its books. It plans to reach 10,000 BTC and saw its stock jump 15% after a latest purchase of 1,004 coins.

States Seek Bitcoin Reserves

US President Donald Trump’s return to office this year has sparked fresh interest in public Bitcoin holdings. New Hampshire passed a bill on May 6 that lets certain state funds put up to 5% into Bitcoin and other big crypto assets.

BTC is currently trading at $108,290. Chart: TradingView

In Texas, the House approved Senate Bill 21 on May 22 by a 101–42 vote, setting up a Texas Strategic Bitcoin Reserve. Governors in both states are weighing when to sign. Arizona also cleared a fund for unclaimed property to go into crypto back on May 7.

Credit: David Paul Morris / Bloomberg / Contributor / Getty Images

A Close Look At The Numbers

Tesla’s 11,900 BTC sits well below its original 43,200-coin haul from 2021. Strategy Inc.’s 576,230 coins are worth over $62 billion at current prices.

The 3350.T outfit’s 7,800 BTC equals about $850 million. State plans vary, but New Hampshire’s cap could see millions shift into Bitcoin this year. Texas’s bill doesn’t set a dollar limit, but any move would mark a first for a major state.

Outlook For Bitcoin Adoption

Investors and public bodies have watched Bitcoin’s price swings for clues before putting money to work. Tesla’s steady hold shows faith hasn’t waned. Corporate purchases keep headlines busy, while state plans hint at a new chapter in US finance.

Market watchers will be looking for signatures on those bills and any fresh moves from other states. For now, the story is clear: big players still see Bitcoin as worth owning.

Featured image from Unsplash, chart from TradingView

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

]]>
https://earlybirdsinvest.com/tesla-maintains-1-25-billion-in-bitcoin-holdings-signaling-continued-confidence/feed/ 0 38087
Ethereum Price Prediction: Did Pectra Boost Confidence in ETH As An Investment? https://earlybirdsinvest.com/ethereum-price-prediction-did-pectra-boost-confidence-in-eth-as-an-investment/ https://earlybirdsinvest.com/ethereum-price-prediction-did-pectra-boost-confidence-in-eth-as-an-investment/#respond Mon, 12 May 2025 16:44:22 +0000 https://earlybirdsinvest.com/ethereum-price-prediction-did-pectra-boost-confidence-in-eth-as-an-investment/ The crypto landscape is witnessing a strategic shift as the new Pectra upgrade on Ethereum helps the network’s native $ETH outpace Bitcoin ($BTC), igniting fresh buzz about a utility-focused altcoin revival.

Social media analyst Crypto Rover spotlighted ETH’s surge in a tweet today, noting its stronger momentum on BTC. As of Monday, ETH had climbed 0.7% over 24 hours and 39% over the week to trade above $2,500. Bitcoin meanwhile lagged behind with a 1.4% intraday dip and a 9.7% intraweek rise to $102,900, per CoinGecko.

Much of this excitement is likely down to Ethereum’s “Petra” upgrade last Wednesday. The most significant update since the Merge, Petra raises the maximum stake to 2,058 ETH while enhancing wallet efficiency, user experience and Layer 2 functionality.

Ethereum Pectra Upgrade Signals Bullish Network and Boosts Several Altcoins

Ethereum’s daily transactions soared to 1.2 million on May 11, according to Etherscan, highlighting growing user activity. Meanwhile, broader risk-on sentiment echoed in traditional markets, with the S&P 500 up 2.47%, and likely to close above $5,800.

ETH’s momentum may in part signal increased appetite for DeFi and scaling tokens. Ethereum-based assets like UNI and AAVE followed suit, posting gains of 3.8% and 4.1%, respectively, by noon UTC, according to data by CoinMarketCap.

Spot trading volumes further validated the trend—ETH volumes surged $28.4 billion, while BTC, which is more than six times the market cap, moved $35.6 billion. Grayscale’s Ethereum Trust also attracted $45 million in inflows on May 10, highlighting institutional interest.

Technical indicators paint a bullish picture. As of 2:00 PM UTC, ETH broke above its 50-day moving average at $3,050. The RSI is 53 and falling, suggesting plenty of upward room before hitting overbought conditions. Meanwhile, total value locked (TVL) across Ethereum DeFi protocols rose to $62.84 billion—a 20% boost on last week—according to DefiLlama.

Tech stocks like NVIDIA (+4.34%) and the Nasdaq Composite (+3.49%) are also signaling a broader shift into risk assets.

All eyes are on ETH as altcoin season gains traction. Investors and traders may find compelling opportunities across the Ethereum ecosystem—so long as equity markets and the news cycle remain favorable.

As Ethereum Upgrades Reveal Security Concerns, Investors Pile Into Best Wallet

While Ethereum’s upgrade was roundly celebrated across the market, reports emerged that it introduces a new potentially troubling exploit that lets attackers drain wallets.

Over in the presales market right now, one project that offers security and profitability is quietly taking in millions. The ICO is for the $BEST native utility token powering leading next-gen crypto wallet Best Wallet, a rival to Trust Wallet and MetaMask.

One of the key feaures of Best Wallet is its “Upcoming Tokens” tool, which selects the most promising crypto projects, often while still at presale, enabling users to make moves before everyone else.

Additionally, it aggregates the most rewarding staking opportunities to help users generate the most value out of their portfolios.

The Best Wallet app is on Google Play and the Apple Store and currently supports over 1,000 cryptocurrencies. It leverages Fireblocks’ MPC-CMP encryption to keep users’ assets secure.

So far, early investors have poured $12.1 million into Best Wallet’s $BEST token presale, making it a clear alternative investment to cryptocurrencies like Ethereum.

Follow Best Wallet on X and Telegram.

The post Ethereum Price Prediction: Did Pectra Boost Confidence in ETH As An Investment? appeared first on Cryptonews.

]]>
https://earlybirdsinvest.com/ethereum-price-prediction-did-pectra-boost-confidence-in-eth-as-an-investment/feed/ 0 35836
Bitcoin Whale Entry Prices Diverge Sharply – Confidence Builds At Higher Levels https://earlybirdsinvest.com/bitcoin-whale-entry-prices-diverge-sharply-confidence-builds-at-higher-levels/ https://earlybirdsinvest.com/bitcoin-whale-entry-prices-diverge-sharply-confidence-builds-at-higher-levels/#respond Sat, 10 May 2025 01:30:12 +0000 https://earlybirdsinvest.com/bitcoin-whale-entry-prices-diverge-sharply-confidence-builds-at-higher-levels/

Reason to trust

Strict editorial policy that focuses on accuracy, relevance, and impartiality

Created by industry experts and meticulously reviewed

The highest standards in reporting and publishing

Strict editorial policy that focuses on accuracy, relevance, and impartiality

Morbi pretium leo et nisl aliquam mollis. Quisque arcu lorem, ultricies quis pellentesque nec, ullamcorper eu odio.

Este artículo también está disponible en español.

Bitcoin has surged to $104,300, confirming the uptrend and reinforcing the bullish outlook that many analysts projected for 2025. This move places BTC deep into range-highs territory, with the next major challenge now clearly in sight: the all-time high at $109,000. The market’s strength comes on the back of strong technical performance and increasingly optimistic sentiment, as BTC continues to lead the crypto rally and altcoins follow suit.

Related Reading

On-chain data from CryptoQuant adds further weight to the bullish narrative. One standout metric highlights the growing confidence among large holders: the absolute difference between the Realized Price of new whales and old whales now stands at $59.7K. Specifically, new whales have entered the market at an average price of $91.9K, while old whales’ basis remains at $32.2K. This translates to a 185% relative spread to the long-term holder (LTH) basis—a massive divergence.

This wide gap signals that a new wave of high-conviction buyers is entering the market at significantly elevated prices. Unlike the cautious whale accumulation during previous cycle lows, this phase reflects strong belief in continued upside, even at premium levels. It’s a clear sign that institutional FOMO may be kicking in.

Bitcoin Faces Resistance At $104K As Whale Activity Signals Growing FOMO

Bitcoin is currently encountering resistance around the $104,000 mark—a level that may take time to break as it represents a critical barrier before entering price discovery above the all-time high near $109,000. The recent rally has shown remarkable strength, but as BTC consolidates just below its ATH, some selling pressure is expected.  A successful breakout could lead to a swift surge beyond $109K; however, failure to do so may result in short-term consolidation or retracement.

Top analyst Axel Adler shared key on-chain insights on X that highlight the evolving psychology of Bitcoin’s largest holders. According to Adler, the absolute difference between the Realized Price of new whales ($91.9K) and old whales ($32.2K) is $59.7K, representing a 185% relative spread to the long-term holder (LTH) basis. This sharp divergence reveals that new “whales” are entering the market at nearly three times the price of early entrants.

Bitcoin Realized Price New Whales STH vs Old Whale LTH | Source: Axel Adler on X
Bitcoin Realized Price New Whales STH vs Old Whale LTH | Source: Axel Adler on X

In comparison, the same spread in November 2022 was only 62%, indicating more cautious accumulation near the market bottom. The current surge to 185% reflects rising confidence and FOMO, with large buyers willing to accumulate even at elevated prices. For context, during the 2021 cycle peak at $63K, the spread widened to 437%.

Related Reading

This trend suggests that the market is entering a more aggressive accumulation phase, where belief in higher prices is driving demand despite the premium. If bulls manage to absorb the resistance around $104K, it could mark the start of a parabolic move—fueled not just by momentum, but by conviction from both retail and institutional players betting on a new Bitcoin all-time high.

BTC Price Analysis: Key Levels To Watch

Bitcoin is trading around $103,000 after reaching a high of $104,300 earlier today. The 4-hour chart shows BTC facing resistance at the $103,600 level, which aligns with a key supply zone from late December 2024 and early January 2025. This area acted as a previous rejection point during the last major rally and is now being tested again as potential resistance.

BTC testing critical supply | Source: BTCUSDT chart on TradingView
BTC testing critical supply | Source: BTCUSDT chart on TradingView

BTC’s recent surge from the $87K–$90K consolidation zone has been aggressive, breaking above both the 200 EMA and 200 SMA (currently at $91,806 and $89,400, respectively) with strong volume. This confirms bullish strength and trend continuation, suggesting that buyers are still in control. However, the current range between $103K and $104K is historically significant, and bulls may need to absorb selling pressure before attempting a move toward the all-time high near $109K.

Related Reading

If BTC consolidates above $100K and holds this level as new support, it would strengthen the case for continued upside. On the flip side, failure to break above $103,600 cleanly could lead to a short-term pullback. Market structure remains bullish overall, but this resistance zone will be critical in determining whether Bitcoin enters price discovery or pauses for accumulation.

Featured image from Dall-E, chart from TradingView

]]>
https://earlybirdsinvest.com/bitcoin-whale-entry-prices-diverge-sharply-confidence-builds-at-higher-levels/feed/ 0 35361
JPMorgan Chase Sees One Stock Market Index Outperforming S&P 500 Over Next 15 Years Amid US Policy Uncertainty, Declining Consumer Confidence https://earlybirdsinvest.com/jpmorgan-chase-sees-one-stock-market-index-outperforming-sp-500-over-next-15-years-amid-us-policy-uncertainty-declining-consumer-confidence/ https://earlybirdsinvest.com/jpmorgan-chase-sees-one-stock-market-index-outperforming-sp-500-over-next-15-years-amid-us-policy-uncertainty-declining-consumer-confidence/#respond Sat, 05 Apr 2025 22:58:56 +0000 https://earlybirdsinvest.com/jpmorgan-chase-sees-one-stock-market-index-outperforming-sp-500-over-next-15-years-amid-us-policy-uncertainty-declining-consumer-confidence/

Bank behemoth JPMorgan Chase says one stock market index looks primed to pull off a reversal and outperform the S&P 500 in the next decade.

In a new investment strategy note, JPMorgan analysts Andrew VanWazer and William M. Smith say that the S&P 500 has meaningfully outshone the MSCI EAFE Index over a period of about 16 years, but that may start to change.

The MSCI EAFE Index tracks the performance of the stocks of large and mid-cap firms in Europe, Australasia and the Far East. Investors use the index as a benchmark for the performance of international equity portfolios.

VanWazer and Smith say,

“Since mid-2008, the S&P 500 has beaten the MSCI EAFE Index by a sizable margin, delivering average annual returns of 11.9% versus 3.6% through December 2024.”

Source: JPMorgan

But JPMorgan says that US market exceptionalism is now starting to crack, particularly in the tech sector, following China’s announcement that artificial intelligence (AI) startup DeepSeek had launched a model that can compete against America’s finest AI platforms.

“As soon as the news about DeepSeek broke, for example, the US market’s relative valuation to EAFE dropped from 55% to 49% – since then, it has declined further, to 39% (as of March 11th).”

According to the JPMorgan analysts, uncertainties surrounding US economic and foreign policies, souring consumer confidence, increasing inflation due to Trump’s tariffs and the potential resolution of the Ukraine war could serve as catalysts for a shift in market leadership.

“JPMorgan Asset Management’s Long-Term Capital Market Assumptions (LTCMAs) forecast that EAFE stocks may outperform US stocks by 1.4% (8.1% versus 6.7%) over a 10- to 15-year investment horizon. Many investors have been skeptical of that prediction, but recent market events have underscored how vulnerable US equities may be to higher tech-stock volatility, the threat of trade tariffs and declining US consumer confidence.”

Follow us on X, Facebook and Telegram

Don’t Miss a Beat – Subscribe to get email alerts delivered directly to your inbox

Check Price Action

Surf The Daily Hodl Mix

&nbsp

Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

Generated Image: Midjourney

]]>
https://earlybirdsinvest.com/jpmorgan-chase-sees-one-stock-market-index-outperforming-sp-500-over-next-15-years-amid-us-policy-uncertainty-declining-consumer-confidence/feed/ 0 29222
Circle’s IPO Filing Tests Crypto Market Confidence After Trump’s Tariff Shock https://earlybirdsinvest.com/circles-ipo-filing-tests-crypto-market-confidence-after-trumps-tariff-shock/ https://earlybirdsinvest.com/circles-ipo-filing-tests-crypto-market-confidence-after-trumps-tariff-shock/#respond Sat, 05 Apr 2025 00:34:11 +0000 https://earlybirdsinvest.com/circles-ipo-filing-tests-crypto-market-confidence-after-trumps-tariff-shock/

After U.S. President Donald Trump’s reelection in November, optimism surged among crypto companies eyeing the public markets. Trump floated big promises: clearer rules for the industry and ambitions to make America the crypto capital of the world.

For a moment, it looked like the floodgates might open. IPO pipelines buzzed with activity. Founders dreamed of ringing the opening bell. But beneath the surface, storm clouds were gathering. A bull market is the lifeblood of successful listings, and few foresaw just how rocky the road ahead would become.

Circle didn’t wait for perfect conditions. After years of false starts and regulatory hangups, the stablecoin issuer finally filed its S-1 with the U.S. Securities and Exchange Commission (SEC) on Tuesday, taking a long-delayed step toward becoming a publicly traded company.

The filing landed with a mix of energy and doubt. Some in the industry saw it as a bullish signal—another crypto heavyweight inching closer to the public markets. Others questioned the timing. Markets remain shaky, and Circle’s path to a successful debut is far from guaranteed.

“I believe Circle will be able to price their IPO and raise capital, however it isn’t going to be easy,” said David Pakman, managing partner and head of venture investments at CoinFund. “Generally, companies going public would like to debut during strong equity markets.”

Equities have been in a free fall since Trump announced so-called reciprocal tariffs on about 90 U.S. trade partners, including China and the European Union, deepening fears of a global recession. Both the S&P 500 and the Nasdaq have dipped 11% and 17% year-to-date, respectively, marking one of the worst quarters in recent years.

As a result, cloud computing firm CloudWeave, which went public last month, saw a disappointing debut, even though the stock rebounded on the second day of trading as investor demand for artificial intelligence companies appears to be stronger than short-term anxiety in markets. Payments app Klarna said it paused its IPO plan earlier today.

But Circle doesn’t just face broader market jitters as a potential threat to its IPO. Analysts have pointed out the company’s financials, which could make it difficult to attract investors.

“While I personally have tremendous respect and appreciation for Circle and their leadership, their financials show the challenges they have faced with growth and the high cost of their distribution partnerships,” Pakman, who noted that he still believes long-term value of the company, said.

Circle’s IPO filing revealed shrinking gross margins and high spending, which comes at a time when clearer stablecoin regulation could bring increased competition to the market.

“Circle is currently being priced like a traditional crypto business — cyclical, interest rate-dependent, and not diversified enough. If Circle can evolve to look more like a payments network with high margins and strong moats, its valuation might reflect that,” Lorenzo Valente, a crypto analyst at ARK Invest, wrote in a post on X.

Many aspects about the company’s structure seem to be in question, including how its revenue-sharing agreement will evolve, as well as the growth of Base, the blockchain created by Coinbase that uses Circle’s USDC, according to Valente.

“One precaution Circle has taken is a lower valuation. But, still hurdles remain as the rollout and implementation of digital rails in the banking system will take time,” said Mark Connors, chief investment strategist at Risk Dimensions, a New York-based Bitcoin investment advisory.

Circle’s rumored valuation of $4 billion to $6 billion, roughly 13 to 20 times its adjusted EBITDA, is in line with Coinbase and Block, and “not necessarily cheap, especially considering its recent drop in profitability,” Valente said.

“We do like the prospect for the growth in US-backed stablecoins based on the growing commercial use, shift in U.S. the regulatory and legislative (GENIUS Act) winds and the U.S. Treasury’s incentive to find new buyers of its growing stack of U.S. T-Bills,” according to Connors.

Over $6 trillion of Treasury bills will be rolled over this year, with additional issuance likely to fund the still-growing U.S. deficit.

Despite market uncertainty about the remaining year, several other crypto natives are looking to fulfill their IPO dreams, including Kraken, Gemini, Blockchain.com, Bullish (the parent company of CoinDesk) and BitGo. Even more crypto firms are rumored to be in talks to go public as well.

However, others will likely put their IPO plans on hold as they wait for regulatory clarity and better market conditions. Analysts at crypto M&A advisory firm Architect Partners expect the majority of IPOs to be filed in the second half of 2025 after written regulations and policies are clearly completed.

]]>
https://earlybirdsinvest.com/circles-ipo-filing-tests-crypto-market-confidence-after-trumps-tariff-shock/feed/ 0 29062