08 September Bitfinex alpha | BTC will integrate ahead of potential Q4 strength as bond markets are distorted

Bitcoin is stable between $108,000 and $112,000, with buyers defending key support zones and filling the air gap left up until July’s Rapid Rally. Deeper corrections are still possible, but the result is time-based integration, especially when it serves as a cyclical lower point than the historically strong Q4. The profitability of short-term holders has been normalized, leaving profits from 42% to 58% of this cohort, but ETF inflows have been slowed sharply in both BTC and ETH. The demand for this cooling facility sees convictions of stronger spots in BTC compared to the combination of directional flow and arbitrage activity that characterizes ETH, but highlights the market’s dependence on fresh catalysts.

Seasonality adds weight to the current integrated narrative. August fell 6.5% and closed in line with a historically weak profile, but September was traditionally the softest month with an average return of 3.3%. That said, the “September Red” effect has recently faded, with the fourth quarter seasonality historically strong, with October and November earning a large average profit.

If the Fed sees interest rate cuts in September, actual yields and low dollars can amplify the seasonal benefits of BTC and set up a phase of updated momentum. Until then, integration remains a basic case due to ETF flows, macro policy shifts, and placement of derivatives that act as key signals to monitor.

The US economy is putting pressure on weaker labor data, bond market tensions, and political conspiracies around the Fed converge. The August Employment Report on Friday, September 5th revealed a payroll growth of just 22,000, bringing the unemployment rate to 4.3% in nearly four years. Softness will strengthen expectations for Fed rate reductions at its September 16th-17th meeting, but sticky inflation complicates the decision. The bond market reflects tension. Short-term yields have fallen to expectations of interest rate cuts, but remained close to 5% in 30 years, indicating investors’ concerns and financial reliability over the deficit. This cut has skyrocketed the curve, increasing long-term borrowing costs and burning flights to gold. President Trump rejects federal government governor Lisa Cook, exacerbating the challenge by threatening new EU tariffs, encouraging investors to weigh not only economic fundamentals but also increasing uncertainty about the Fed’s independence and the direction of US policy.

In the meantime, the global crypto landscape is changing as regulators and markets move towards a more clear framework. In the United States, the Securities and Exchange Commission and the Commodity Futures Trade Commission issued a rare joint pledge to more closely coordinate the monitoring of digital assets on Friday, September 5th, covering spot crypto products, permanent contracts, portfolio margins, and clearer rules of definitions.

The September 29th joint roundtable has moved this agenda forward, further strengthening it by the 2025 Responsible Financial Innovation Act. The bill also introduces measures to protect and clarify Defi developer status, decentralized physical infrastructure networks, airdrops, and staking rewards. He also directs research into tokenized real-world assets. Together, these moves show Congresses and regulators working together to strengthen the US competitiveness in the digital market. Institutional trust in Solana is also increasing. Last weekend, Sol Strategies announced it had secured approval for its uplist to Nasdaq under ticker Stke, a company milestone focused on Solana, which surpasses its CAD $1 billion mandated assets and owns a treasury of nearly 400,000 Sols. Meanwhile, the South Korean Financial Services Commission issued swept lending rules on September 5, 2025, emphasizing aggressive push to curb interest rates, ban radical loans, limit eligible tokens to maximum assets, protect investors and stabilize the domestic market.

]]> https://earlybirdsinvest.com/bitfinex-alpha-btc-will-integrate-ahead-of-potential-q4-strength-as-bond-markets-are-distorted/feed/ 0 57702 https://earlybirdsinvest.com/coming-soon-integrate-ink-token-and-inklayer-2-protocols-into-core-products/ https://earlybirdsinvest.com/coming-soon-integrate-ink-token-and-inklayer-2-protocols-into-core-products/#respond Thu, 24 Jul 2025 20:07:12 +0000 https://earlybirdsinvest.com/coming-soon-integrate-ink-token-and-inklayer-2-protocols-into-core-products/

We are excited to announce plans to introduce $INK tokens and Inklayer 2 into our existing suite of products and unlock the wave of new use cases with on-chain protocols and infrastructure. We aim to provide a seamless on-chain experience and new opportunities for our global client base.

$Ink is issued by a subsidiary of Ink Foundation, an independent entity that manages Ink Layer 2 and its ecosystem.

Tokens are designed to unify users, protocols and builders across the ink layer 2 ecosystem. $Ink Tokens will become part of the Kraken Drops program and will be broadcast to qualified, active Kraken clients and ecosystem participants.

“Our aim is to see a production-grade on-chain system that is deeply integrated into everything we offer,” said Arjun Sethi, Kraken Co-CEO.

“Including Layer-2 provides the world with a throughput, low endurance and EVM compatible environment that can be extended across the trading and payment infrastructure. The Ink Foundation standardizes the value movement not only for defi users, but for those operating in institutions, market makers and digital asset spaces.”

“Kraken supports the Ink Foundation’s efforts to coordinate the infrastructure for both Onchain and Offchain users with the same performance, security and global accessibility.”

The Ink Foundation board stated, “This is a crucial moment for the ink community and for everyone who works to embed open and authorized funds in their daily lives for the public.”

“By introducing $Ink and InkNative protocols into products that millions of users already trust, Kraken is leaping into a world where CEFI and Defi are not split. This is just the beginning of a United capital market that anyone can use. The actual work begins here and the future is ours.”

Details of these plans and $Ink Airdrop will be shared in the future as we reach the milestone.

The international arm of Ant Group, the company backed by Alibaba founder Jack Ma, plans to bring Circle’s USDC stablecoin onto its proprietary blockchain.

The rollout will start once U.S. regulators certify the dollar-pegged token under the new federal rules, Bloomberg reported, citing people familiar with the deal.

The move would give USDC a link to a network that processed more than $1 trillion in global payments last year, a third of them settled on-chain. That scale could make Ant the largest overseas corporate user of a U.S.-issued stablecoin.

Ant International is also applying for stablecoin licenses in Singapore, Hong Kong and Luxembourg, according to the report. The group wants regulated digital dollars, central bank digital currencies and tokenized bank deposits to sit side by side on its platform.

The company’s blockchain currently supports tokenized assets from various financial institutions and has reportedly been working with the People’s Bank of China (PBOC) on the country’s central bank digital currency (CBDC), the digital yuan.

Circle shares rose nearly 3.8% in pre-market trading to $208.

07 July BTC makes it easier for whales to hold and integrate as new buyers intervene

Bitcoin remains locked into a tight integration range of $100,000 to $110,000 as market participants wait for a critical catalyst to determine their direction. The price measure continues to respect $109,590 at its January record high as a resistance, but draws consistent support from short-term holders realised prices (STH-RP) around $98,220 to $99,474. Despite the recent rebound from the $10,000 level, the broader trend has stagnated, and the current market setup reflects a delicate balance. While the pressure to earn profits has eased, the lack of sustained momentum suggests that buyers are hesitant too.

Importantly, the repeated market defense against STH-RP rises emphasizes ongoing structural strength. This important on-chain level has historically served as a pivot for continuing trends. That resilience over the last few weeks shows that the Bulls still retain control of the broader structure. The rising cost base reflects the ongoing accumulation by institutional players via ETFS that could provide a more durable foundation than previous cycles. However, the lack of follow-through at high ranges and recent drawdowns in overall interest and whale holdings highlight the growing attention, particularly among experienced market participants.

The US macroeconomic landscape is increasingly marked by indications of tension highlighting recent data highlighting labor markets that are losing momentum amid widespread economic headwinds. Payroll in June showed headline profits of 147,000 jobs, but nearly half of government jobs related to seasonal factors, private sector job creation weakened to its slowest pace in eight months. Sectors such as manufacturing and wholesale have swept employment and deprived them of increased long-term unemployment due to an overall decline in labor force participation.

Wage growth softened, average working hours reduced, and total working hours decreased. Manufacturing is also under pressure. ISM PMI has now fallen below the 50 mark for the fourth consecutive month, addressing supply chain bottlenecks and trade uncertainty, further clouding the prospects for recovery. Job openings have risen primarily in the role of low-wage leisure and hospitality, exposing lagging employment and a vulnerable foundation of labor demand. Against this backdrop, the Federal Reserve appears to be set to maintain stable rates in the short term, with markets focusing on the possibility that they will ease towards the end of the year.

In parallel, the cryptocurrency sector has grown institutional interests, along with developments in contrast to the tentative macroeconomic mood. SSK’s first Solana Staking ETF debut marked a milestone, pulling out a $33 million volume on its first day, offering staking yields of 5-7%, positioning Solana as a reliable player in the regulated capital market. Similarly, companies’ Bitcoin financial strategies are accelerating. Spain’s Banadi Coffee is pivoting dramatically from the cafe business to accumulate Bitcoin Holdings, aiming for a BTC exposure of 1 billion euros, but there are concerns about the company’s strategy considering the overall financial vulnerability. Meanwhile, Tokyo-based Metaplanet has strengthened its Bitcoin accumulation strategy, currently holding a total of 15,555 BTC following the latest purchase of 2,205 BTC, reaching 210,000 BTC by 2027, solidifying its role as a leading corporate Bitcoin holder in Asia. These cryptography movements highlight growing differences. While traditional markets have wrestled with uncertainty, digital assets are increasingly seen as a tool for yield, diversifying the Treasury and hedging inflation.

]]> https://earlybirdsinvest.com/btc-makes-it-easier-for-whales-to-hold-and-integrate-as-new-buyers-intervene/feed/ 0 46317 https://earlybirdsinvest.com/revolut-partners-with-lightspark-to-integrate-bitcoin-lightning-payments/ https://earlybirdsinvest.com/revolut-partners-with-lightspark-to-integrate-bitcoin-lightning-payments/#respond Wed, 07 May 2025 18:34:51 +0000 https://earlybirdsinvest.com/revolut-partners-with-lightspark-to-integrate-bitcoin-lightning-payments/

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Anthony Scaramucci, the founder of SkyBridge Capital and a long-time crypto advocate, believes Elon Musk is poised to weave digital assets into the fabric of X’s planned “super app,” even if the precise mechanism remains under wraps.

In a recent interview with Saxo Group, Scaramucci disclosed that although he has “not spoken to Elon directly,” he maintains an investor’s line of sight into SpaceX, xAI and X after taking stakes in all three ventures. “I do speak to people in management in those two companies as a private investor,” he said, adding that he owns no Tesla shares.

Crypto Likely Part Of Musk’s Vision

Based on those conversations, the former White House communications director predicts that Musk will soon pivot from headline-grabbing political skirmishes back to the operational overhaul of X. “I predict that Musk returns to his businesses… and I do think that you will see X-XL—whatever you want to call that conglomeration—he’s going to build a super app there and I think he’s going to be using crypto,” Scaramucci remarked.

The SkyBridge chief outlined several possible rails for this integration. “Will it be his own coin the way Telegram is doing it? Will it be stable-coin? It will be something. I don’t know what it will be but it will be something.” His comments arrived despite Musk’s earlier insistence that “none of his companies will ever launch a native crypto token,” underscoring the open question of whether X will opt for existing assets such as Bitcoin, Dogecoin or stablecoins, or instead pursue a bespoke digital instrument.

Scaramucci’s forecasts are anchored in Musk’s well-publicised ambition to turn X into what he once called “the biggest financial institution in the world.” In 2023 the Tesla and SpaceX chief invoked China’s WeChat as a model for integrating messaging, payments and business services. The first concrete step toward that vision emerged earlier this year when X announced a partnership with Visa for an X Money Account, a digital wallet designed to shuttle funds between bank accounts and the app’s peer-to-peer rails.

Beyond the Musk-X thesis, Scaramucci used the Saxo Group interview to reiterate his broader market convictions. He credited the Trump administration for their pro-crypto policies. “There is going to be crypto-friendly, pro-crypto regulation. I see that as very positive,” he stated.

He also repeated his stance that bitcoin’s twin role as an inflation hedge and risk asset would remain intact should a recession materialise: “We’re finally seeing this non-correlation where it’s trading a little bit like gold, which is outperforming, but it’s trading a little bit like gold in the last three weeks. And I think this is a direct result of the Wall Street sales machine. I think you have an enormous amount of inflows taking place in the BlackRock ETF and other ETFs.”

At press time, Dogecoin traded at $0.177.

Featured image from YouTube, chart from TradingView.com

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